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2008 Agenda
2008 Agenda
| SUNDAY, SEPTEMBER 21, 2008 • PRE – CONFERENCE WORKSHOPS |
| 7:30 | Registration for Workshop One |
| 8:00 | Workshop One Commences Trustee Fundamentals: "The Member's Voice" John KEANE, Jacksonville Fire & Police Pension (FLORIDA) Bobby DEAL, Jacksonville Fire & Police Pension (FLORIDA)
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| 10:00 | Workshop One Concludes |
| 10:15 | Workshop Two Commences DROP Plan Intensive: From Forward DROPS to Back DROPS, a Comprehensive Look at Design and Implementation of Plans Pete MORIN, Austin Police Retirement System (TEXAS) Jay SMITH, Orlando Police Pension Board (FLORIDA) |
| 12:00 | Workshop Two Concludes |
| 12:00 | Lunch for Workshop Attendees |
| SUNDAY, SEPTEMBER 21, 2008 • MAIN CONFERENCE DAY ONE |
| 12:00 | Registration for Main Conference |
| 1:00 | Chairmen’s Welcome Robbie Robertson, Professional Firefighters of Georgia (Retired) Ed Lujan, Fire and Police Pension Association of Colorado (Retired) |
| 1:15 | Influencing the Legislative Process To Protect Your Plan Moderator: Gerald GARRETT, Oklahoma Firefighters Pension Panelists: Bill BLYTHE, National Society of Institutional Investment Professionals (TEXAS) Ralph JOHNSON, El Paso Fire & Policemen Pension (TEXAS) David LANG, Professional Fire Fighters of New Hampshire Bill RUBIN, City of Philadelphia Board of Pensions (PENNSYLVANIA) |
| 2:00 | Improving the Decision Making Structure of the Board through a Self-Governance Model and Dual-Board Strategy Bruce MILLER, Police Association of Ontario (CANADA) Fred LEBLANC, Ontario Professional Firefighters (CANADA) |
| 2:30 | KEYNOTE ADDRESS: “What is Ahead for Business and Pension Fund Investors?” Dr. William FREUND, The New York Stock Exchange |
| 3:30 | Afternoon Refreshments and Networking |
| 4:15 | TRIAL CASE STUDY Jim MALONEY, Policemen’s Annuity and Benefit Fund of Chicago (ILLINOIS) Stephen R. BASSER, Barrack, Rodos & Bacine Jeffrey A. BARRACK, Barrack, Rodos & Bacine |
| 5:15 | NEW THIS YEAR! Pub Talk: Get All Your Questions Answered over Draft Beer Round Tables |
| 6:30 | Day One Concludes |
| MONDAY, SEPT. 22TH, 2008 • MAIN CONFERENCE DAY TWO |
AM | TRACK 1: TRUSTEE FUNDAMENTALS | TRACK 2: INVESTMENT STRATEGIES |
| 7:30 | Healthy kick start and networking | |
| 8:00 | Chairman’s Opening Comments | |
| 8:15 | The Job Description: Who Are You Working For? Marv FISHER, City of Wichita, (KANSAS) EF “Skip” MURPHY, San Diego Sheriff’s Department (CALIFORNIA) | Asset Allocation: Is Your Portfolio Weather Resistant? Marty POTTEBAUM, Municipal Fire & Police Pension Fund of IOWA |
| 8:45 | Decoding Financial Terms to Unlock Answers to Questions Facing Trustees Bob FEIDNER, El Paso Police (TEXAS) Julia BONAFEDE, Wilshire Consultants | Protect Your Required Rate of Return through Successful Debt Strategies Gary STILES, Fulton County (GEORGIA) Walter MORALES, Commonwealth Advisors |
| 9:15 | The Art and the Science of Actuaries Ira SUMMER, Public Pension Professionals | The Credit Crisis: Opportunities and Risks from a Behavioral Perspective Keith LONDON, City of Hallandale Beach (FLORIDA) Clifford SCHIRESON, Brandes Investment Partners |
| 9:45 | Morning Networking Break | |
| 10:30 | Asset Allocation – How to Know Your Portfolio Strategies Are Right for Your Fund Ulf NOFELF, UN Consulting Harry GRIFFIN, San Antonio Fire and Police Pension (TEXAS) | Enhancing Alpha with Essential Strategies for Managing Alternative Investments Joe ALEJANDRO, New York Police Department (NEW YORK) Pete MORIN, Austin Police Retirement System (TEXAS) James F. TOMEO, State Street Absolute Return Investment Services |
| 11:15 | Merit-based Practices in Choosing Potential Money Managers Chris HEATLEY, The City of Ann Arbor (MICHIGAN) Eric MILLER, City of Albion, (MICHIGAN) Bill RUBIN, City of Philadelphia Board of Pensions (PENNSYLVANIA) | The Watch List: When Do You Know It Is Time to Let Non-Performing Managers Go? John KRIMMEL, Callan Associates Inc. Ed LUJAN, Fire and Police Pension Association of COLORADO |
| 12:00 | Lunch | |
PM | TRACK 1: Investment Ideas for Small and Medium Size Funds | TRACK 2: Investment Ideas for Medium to Large Size Funds |
| 1:30 | Rethinking Restrictive Investment Policies Tony LANG, City of Omaha (NEBRASKA) David BURKE, DEPFA Bank Roger W. Robinson, CSAG on behalf of FTSE | Maximizing PE Returns Ron BISCARDI, Context Capital Partners Robbie Robertson, Professional Firefighters of GEORGIA |
| 2:15 | Alternatives to Fixed Income - Ideas You Can Afford Kendall THOMAS, Austin Police Retirement Fund (TEXAS) Vince DEGIAIMO, Muirfield Capital Management | Investment Focus: Real Estate, Infrastructure and Real Assets |
| 2:45 | Chairman’s Closing Remarks Robbie ROBERTSON Professional Firefighters of Georgia (Retired) | Chairman’s Closing Remarks Ed LUJAN Fire and Police Pension Association of Colorado (Retired) |
| 3:00 | Business Card Swap | |
| 3:45 | THE BIG BUILD – Second Charity Event | |
| 5:30 | Guns & Hoses Cocktail Reception | |
| 7:00 | Day Two Concludes | |
| TUESDAY, SEPTEMBER 23, 2008 • MAIN CONFERENCE DAY THREE |
| 8:00 | Continental Breakfast and Networking |
| 8:15 | Chairmen’s Opening Remarks Robbie Robertson, Professional Firefighters of Georgia (Retired) Ed Lujan, Fire and Police Pension Association of Colorado (Retired) |
| 8:30 | Pension Plan Enhancements: Options in HealthCare and Disability Andy PROVENCIO, Anchorage Police and Fire Retirement (ALASKA) Tom SIMCOE, VIRGINIA Professional Fire Fighters |
| 9:00 | Providing Disability Benefits Without Being Burdened by Costs Jim BRADSHAW, City of Little Rock (ARKANSAS) |
| 9:30 | Tackling Costs and Compliance through Effective Plan Administration Brian “Doc” BURRY, Fresno Fire & Police Retirement System (CALIFORNIA) |
| 10:00 | Morning Networking Break |
| 10:30 | The Economics of a Greener Future and Its Impact on Your Plan Pete MORIN, Austin Police Retirement System (TEXAS) Hilary Joy KRAMER, GreenTech Research LLC |
| 11:15 | The Mark to Market Push: How the Market Value Liability Will Affect Your Plan Paul ANGELO, The Segal Company |
| 12:00 | Lunch |
| 1:00 | Establishing Post Retirement Option Plans Todd CLARK, Houston Fire Fighters Relief and Retirement Fund (TEXAS) |
| 1:45 | How to Develop a Pre-Retirement Seminar: Who Benefits from Them and Why They are Helpful Jack GAFFIGAN, Badge of Honor Memorial Foundation Sandie DOPTIS, Metro DC Police |
| 2:30 | Day Three Concludes |