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| Agenda Day TwoMONDAY, SEPT. 22nd, 2008 • MAIN CONFERENCE | | | 7:30 | Healthy kick start and networking | | 8:00 | Chairman’s Opening Comments | | 8:15 | The Job Description: Who Are You Working For? - Set and clarify your fiduciary role as the voice of the members
- Ask the right questions to ensure sound decisions on fund management
- Balance representing the retirees with representing active members to ensure fair treatment of all members
- Establish internal and external communication structures with all stakeholders
Marv FISHER, City of Wichita, (KANSAS)
EF “Skip” MURPHY, San Diego Sheriff’s Department (CALIFORNIA) | Asset Allocation: Is Your Portfolio Weather Resistant? - Impact of changing market conditions on your asset mix
- Balance risk and improve return in uncertain markets
- Explore criteria and benchmarks for changing Fund allocation
- Practical strategies for getting your Fund back on to your allocation targets
Marty POTTEBAUM, Municipal Fire & Police Pension Fund of IOWA | | 8:45 | Decoding Financial Terms to Unlock Answers to Questions Facing Trustees - Define the key terminology of risk, return and diversification
- Master the meaning behind the jargon when discussing financial statements with financial and accounting specialists
- Take a critical look at internal and external analysis to ensure Fund is meeting its goals
Bob FEIDNER, El Paso Police (TEXAS)
Julia BONAFEDE, Wilshire Consultants | Protect Your Required Rate of Return through Successful Debt Strategies - Increase long-term returns despite changing fixed income market dynamics
- More than just diversification, how debt can drive investment return
- New opportunities in credit strategies post-mortgage meltdown
- Is it high alpha or repackaged beta, what are you paying for and what are you getting
Gary STILES, Fulton County (GEORGIA)
Walter MORALES, Commonwealth Advisors | | 9:15 | The Art and the Science of Actuaries - How actuarial valuations affect the cash flow of contributions, investment income, benefit pay-out and administration expenses
- Which actuarial assumptions affect the plan’s ability to pay out benefits
- Identify unfunded liabilities to better manage future pension benefits and costs
- Understand the purpose of “smoothing”
Ira SUMMER, Public Pension Professionals | The Credit Crisis: Opportunities and Risks from a Behavioral Perspective - Find out why “Never catch a falling knife” may be bad advice for both equity and fixed income investors
- Are sub-prime concerns providing opportunities, not just risk?
- Learn how misunderstanding credit ratings can be a costly mistake
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 - Identify the right allocation strategy based on your Fund’s goals and objectives
- Insight into the future performance of major asset classes and global trends in equity versus fixed income
- New opportunities for diversification with alternatives investments
Ulf NOFELF, UN Consulting
Harry GRIFFIN, San Antonio Fire and Police Pension (TEXAS) | Enhancing Alpha with Essential Strategies for Managing Alternative Investments - Take a closer look at keep product types: Hedge Funds, Private Equity, Commodities, Futures, Energy, and Funds of Funds
- Evaluate, optimize and profit from alternative investment strategies
- Understand trends in performance and diversification
- Implement a 130 / 30 strategy to reap investment returns from market knowledge across both long and short 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 - Define selection criteria
- Appointing an advisor or consultant for the selection process
- Understand the business model for consultants to uncover conflicts of interest
- Due diligence to gather comprehensive profile on candidates
Chris HEATLEY, The City of Ann Arbor (MICHIGAN)
Eric MILLER, City of Albion, (MICHIGAN)
Bill RUBIN, City of Philadelphia Board of Pensions (PENNSYLVANIA) | TheWatch List: When Do You Know It Is Time to Let Non-Performing Managers Go? - Devise strategy for reviewing under performing managers
- Question to ask when evaluating lack of returns
- What you need to hear or see to keep them on board
John KRIMMEL, Callan Associates Inc.
Ed LUJAN, Fire and Police Pension Association of COLORADO | | 12:00 | Lunch |
| | | 1:30 | Rethinking Restrictive Investment Policies - Opportunities to change restrictive investment policies to increase investment return
- Align investment policies to Fund risk appetite and performance goals
Tony LANG, City of Omaha (NEBRASKA)
David BURKE, DEPFA Bank
Roger W. Robinson, CSAG on behalf of FTSE | Maximizing PE Returns - Finding opportunities despite uncertain markets, the credit crunch, and limited exits for PE investments
- Uncover the hidden risks and impact of 5 to 10 year lock ups on Fund performance and liquidity
- Potential strategies for entering into the PE market
Ron BISCARDI, Context Capital Partners
Robbie Robertson, Professional Firefighters of GEORGIA | | 2:15 | Alternatives to Fixed Income - Ideas You Can Afford - Take a hard look at benefits of Fund of Funds versus Hedge Funds to determine best strategy
- Weigh the costs of different alternatives
- Compare past performance of Hedge Funds to other Fixed Income investments
- Weigh outlook of Fixed Income asset classes
Kendall THOMAS, Austin Police Retirement Fund (TEXAS)
Vince DEGIAIMO, Muirfield Capital Management | Investment Focus: Real Estate, Infrastructure and Real Assets - Compare Infrastructure to PE, Fixed Income and other investments
- Structure investments to match benefit payout time horizon to cash flows
- Balance direct institutional investment, co-investment and funds
- What is a Public Private Partnership (PPP)?
- How to invest in PPPs
Moderator:
Jim MALONEY, Chicago Police Dept. (ILLINOIS)
Panelists:
Meredith DESPINS, National Association of Real Estate Investment Trusts (NAREIT)
Stanton HAZELROTH, California Infrastructure and Economic Development Bank | | 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
Join us for the Big Build, a team building event for a great cause. Last year the Police and Fire Trustees joined together with Guns & Hoses to build over 10 bikes which were donated to the Boys & Girls Club charity. The event was so successful we are bringing it back, this year building even more items. Racing against other Trustees, you and your team will construct the ultimate children’s toys - bicycles and play houses. In this contest, everyone wins, as the children from the Boys and Girls club will be presented with your creations. They get to take the bicycles and items you just built home with them. | | 5:30 | Guns & Hoses Cocktail Reception | | 7:00 | Day Two Concludes |
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