Public Funds Summit Virtual 2020
Virtual
August 19, 2020
Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.
At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.
Opal is proud to launch our Public Funds Summit (virtual) taking place on August 19, 2020. This event will address what has happened in the current financial investment marketplace since the outbreak of COVID-19 as it pertains to Public Pension plans and plan sponsors. We will look at 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. 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.
Please join us on this journey to navigate the financial future of the pension world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability of pension’s present and future.
Educational Hours included:
Investment Training = 6 hours
Fiduciary Duty and Ethics = 1 hour
Actuarial Science = 30 minutes
Legal = 30 minutes
For additional information, please email info@opalgroup.net for a copy of our Preliminary Agenda.
To request our current agenda, participant list and sponsors
Current as of August 9, 2020
|
(Schedule Times are in EST) |
|
| 9:00am |
Conference Opens |
| 9:25am |
Opening Remarks |
| 9:30am |
A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs
Moderator
James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)
Panelists
Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group Elisabeth Préfontaine, Founder, Octonomics Chester Spatt, Pamela R. and Kenneth B. Dunn Professor of Finance, Tepper School of Business, Carnegie Mellon Mustafa Saiyid, Senior Financial Sector Expert, IMF |
| 10:15am |
Networking Break |
| 10:30am |
Moderator
Will Buividas, Trustee, Arizona Public Safety Personnel Retirement System (PSPRS)
Panelist
Brian Borton, Principal, StepStone Group
Moderator
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
Panelists
Trevor Castledine, Senior Director, Private Markets, bfinance US TBA, Cohen & Company |
| 11:10am |
Networking Break |
| 11:20am |
Ed Roman, Managing Director, Hack VC |
| 11:40am |
Networking Break |
| 11:50am | |
| 12:10pm |
Networking Break |
| 12:20pm |
Moderator
Dean Crombie, Trustee, New Hampshire Municipal Retirement System
Panelist
Julian M. Regan, Senior Vice President, Public Sector Market Leader, Segal Marco Advisors Michael Acton, CFA, Managing Director and Head of AEW Research, AEW Capital Management, L.P.
Moderator
Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund
Panelist
Catherine LaMarr, Deputy Corporation Counsel, City of New Haven |
| 1:00pm |
Networking Lunch |
| 1:30pm |
Keynote Presentation
Operational Alpha For Your Securities Litigation Recoveries
A new pilot project case study
Presented by
Lane Arnold, Asst. General Counsel – Investments, Teacher Retirement System of Texas Irwin Schwartz, President, Managing Member, DIVIDEX Management, LLC |
| 2:00pm |
Networking Break |
| 2:10pm |
Moderator
Doug Watler, Trustee, Broward Firefighters Health Trust
Moderator
Darryl Walker, Trustee, Alameda County Employees Retirement Association
Panelist
Kevin Nichols, CAIA, CIMA, US Government Entity Specialist, Centre Harbour Group - Morgan Stanley Consulting Group & Institutional Services TBA, Cohen & Company |
| 2:50pm |
Networking Break |
| 3:00pm |
Moderator
Greg Knoll, Executive Director, Illinois Professional Firefighters Association
Panelists
Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations David McConico, Chairman, City of Aurora (CO)-General Employees' Retirement Plan Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund Richard Todd, Chief Executive Officer, Innovest Portfolio Solutions
Moderator
Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn)
Panelist
Russ Kamp, Managing Director, Ryan ALM, Inc. Max Giolitti, Chief Risk Officer, Verus Investments Chris Solarz, Managing Director, Cliffwater LLC |
| 3:40pm |
Networking Break |
| 3:50pm |
Does Pension Reform Work? Is Your Pension Plan in Trouble?
Moderator
Jeffrey Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago
Panelists
Leonard Gilroy, Senior Managing Director, Pension Integrity Project, Reason Foundation Kurt Winkelmann, CEO, Navega Strategies, Senior Fellow, University of Minnesota |
| 4:30pm |
Networking Break |
| 4:40pm |
LP Pension Investor Roundtable: A Conversation with Pension CEOs, CIOs, Executive Directors & State Treasurers
Moderator
Steven Swanson, Executive Director, Chicago Firemen's Annuity & Benefit Fund
Panelist
Jeffrey Weiler, Executive Director, Fairfax County Retirement System |
| 5:25pm |
Virtual Networking Happy Hour & Breakout Sessions!! |
| 6:00pm |
Conference Concludes |
Registration Pricing
| 1 user/pass | |
|---|---|
| GP Fund Managers / Service Providers | $295 |
| Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Actuarial Firms, Endowments, and Foundations can be verified for complimentary access* (must be LP allocators to 3rd party fund managers) | Complimentary* |
| Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details. |
*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, Fund Providers as well as Business Development, Sales and Marketing Managers to 3rd 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.
- Overview of the Real Estate Economy
- Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
- Opportunity Zones 201
- Value-Add and Opportunistic vs. Core and Core Plus Investments
- Real Estate Debt and Alternative Financing Strategies
- Analyzing Direct vs. Co-Investment vs. Commingled Funds
- Finding Deal Flow, Acquisitions & Acquisition Due Diligence
- Real Estate Disrupters 2020: The Future Culprits?
- Family Office Discussion: What Are You Looking For In This Cycle?
1on1 and group meeting capabilities
Live Video Keynote Speakers and Panels Presentations with Q&A
Exhibit Hall with branded interactive booths
Collateral Information sharing
Ability to connect and share contact details with one another
Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat
Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)
- Accountants
- Actuarial firms
- Alternative Investments
- Attorneys
- Benefit Companies
- Commodities
- Consultants
- Corporate Pension Plans – Trustee, Administrators, Commissioners, Staff
- Directors of Investments
- Directors of Manager Selection
- Economists
- Emerging and Frontier Markets
- Emerging Managers
- Equity Managers
- Fixed Income
- Fund of Funds
- Geopolitical Analysts
- Hedge Funds
- Infrastructure Based Fund Managers
- Insurance Companies
- International Markets
- Investment Banks
- Investment Research
- Mutual Funds and ETF Funds
- Non-correlated Investments
- Placement Agents
- Portfolio Analysts
- Portfolio Managers
- Private Debt/ Credit
- Private Equity
- Public Pension Plans/ Plan Sponsors – Trustee, Administrators, Commissioners, Staff
- Public Service Administrative Providers
- Real Estate Managers
- Security Lenders
- Software Providers
- Sovereign Wealth Funds
- Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
- Venture Capitalists
