Public Funds Summit East 2020

Newport Marriott, Newport, RI
July 20, 2020 - July 22, 2020

106 days left

Opal Financial Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds. By focusing on an atmosphere of education rather than sales or marketing, the Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants. Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.

CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and pension funds/plan sponsors. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.

To request our current agenda, participant list and sponsors


Speaker List Current as of March 20, 2020

Keynote Speakers

Russ Kamp, Managing Director, Ryan ALM, Inc.

Richard Berner, Professor of Management Practice, NYU Stern School of Business

Elisabeth Préfontaine, Founder, Octonomics

Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

Speakers

TBA, DuPont Capital Management

TBA, DuPont Capital Management

Ronald Ryan, CEO, Founder, Ryan ALM, Inc.

Guy Pinkman, Advisory Committee / Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

Kurt Winkelmann, CEO / Senior Fellow, Navega Strategies / University of Minnesota

Max Giolitti, Chief Risk Officer, Verus Investments

Wes Mathews, Director - Portfolio Solutions, Milliman

Joseph Matthews, CFA, Alternative Investments Director, First Vice President, Senior Investment Management Consultant – Financial Advisor, Morgan Stanley Consulting Group & Institutional Services

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)

Alec Stais, Chief Investment Officer, Employees' Retirement System of Rhode Island

Keynote Speakers

Irwin Schwartz, President, Managing Member, Dividex Management, LLC

Carolina de Onís, General Counsel, Teachers Retirement System of Texas

Catherine LaMarr, Deputy Corporation Counsel, City of New Haven

Roel Campos, Partner, Chair of SEC Enforcement Defense Practice, Hughes Hubbard & Reed LLP

Speakers

Doug Watler, Trustee, Broward Firefighters Health Trust

Will Buividas, Trustee, Arizona Public Safety Personnel Retirement System (PSPRS)

Julian M. Regan, Senior Vice President, Segal Marco Advisors

Chris Shelby, Senior Vice President, Wilshire Private Markets

TBA, DuPont Capital Management

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Reynolds Williams, Chairman, South Carolina Retirement System Investment Commission

Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC

TBA, Elmtree Funds

Darryl Walker, Trustee, Alameda County Employees Retirement Association

Henry Wilson, MPA, Chairman, Wayne County Employees' Retirement System

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Guy Hopgood, Director, bfinance US

Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund

Chase Rankin, Executive Director, Oklahoma Firefighters Pension & Retirement System

Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund

Elizabeth Greenwood, Trustee, Los Angeles City Employees Retirement System – LACERS

Speakers

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Marcia Peters, CIO, Portfolio Evaluations

Kevin Nichols, CAIA, CIMA, Senior Investment Management Consultant U.S. Government Entity Specialist, Centre Harbour Group–Morgan Stanley Consulting Group & Institutional Services

C. LaRoy Brantley, Principal, Meketa Investment Group

David Lindberg, Managing Director, Wilshire Consulting

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

Michelle Boyles, Consulting Actuary, Milliman

Brad Ramirez, Vice President and Consulting Actuary, Segal Marco Advisors

Robert Grden, Executive Director, Wayne County Employees Retirement System

Mark Meyers, Trustee, Dearborn Heights Police & Fire Retirement System

Jeffrey Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago

Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund

Scott McCarty, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

Lily Cavanagh, Treasurer, Redford Township Police & Firemen’s’ Retirement System

Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund

Francesco Simone, Trustee, Wayne County Employees Retirement System

Suzanne Taylor, Chairperson, Old Saybrook (CT) Retirement System

Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund

1star
Newport Marriott
25 America's Cup Ave, Newport, RI 02840


Registration Pricing

Early bird Rate II (expires 4/30/20) Standard Rate
Fund Managers/Service Providers $2,695 $2,895
Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) - Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

Russ Kamp, Managing Director, Ryan ALM, Inc.

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

Richard Berner, Professor of Management Practice, NYU Stern School of Business

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

Elisabeth Préfontaine, Founder, Octonomics

A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs

Presented by

Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

Presented by

Irwin Schwartz, President, Managing Member, Dividex Management, LLC

Presented by

Carolina de Onís, General Counsel, Teachers Retirement System of Texas

Presented by

Catherine LaMarr, Deputy Corporation Counsel, City of New Haven

Presented by

Roel Campos, Partner, Chair of SEC Enforcement Defense Practice, Hughes Hubbard & Reed LLP

  • Pension Outlook: The State of the U.S.Retirement System
  • New Styles and Strategies for Investing
  • Asset Allocation best Practices
  • Ongoing Education for Plan Fiduciaries and Participants
  • Challenges facing Public Pension Plans
  • Risk Management
  • Manager Selection
  • Equity Investing
  • Securities Lending
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Emerging and Frontier Markets
  • Choosing the right advisor/consultant
  • …and many more!
  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Attorneys
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers

Manager vs. Investor Breakdown

    Investor Breakdown