| AgendaAgenda
  |
| Sunday, December 11, 2011 |
| 12:00 |
NEW New Orleans Tour
If this is your fi rst trip or if you are a returning visitor, join us in a brief tour of the unique local attractions and learn about the origins of New Orleans |
| 2:00 |
Registration Opens and Meet and Greet Open Forum for Trustees Only |
| 3:00 |
Chairman's Opening Remarks
NCPERS |
| 3:05 |
EXECUTIVE ROUNDTABLE What is the Ultimate Fate
of Public Pension Plans in the United States?
NCPERS
City of Milwaukee Employee's Retirement System
Law Enforcement Officers'
and Firefighters' Plan 2 Retirement Board American Pension Professionals |
| 4:00 |
Tackling Innovative Approaches to Asset Allocation &
Deciding Which to Incorporate into Portfolio Construction
NEPC Hewitt EnnisKnupp |
| 4:30 |
Networking Break |
| 4:45 |
Public Fund and Consultant Perspectives on the Implementation of Options-Based Investment Programs
Lowery Asset Consulting Chicago Board Options Exchange Oklahoma Teachers Retirement System |
| 5:15 |
NEW Uncovering the Next Great Investment: Agriculture and Water
NCH Capital Inc.
Summit Global Management |
| 6:00 |
Depart to Networking Event |
| 6:30 |
20th Anniversary Celebration Networking Event Tailgate New Orleans Style! Join in our celebration of 20 years
of the Public Fund Boards Forum at the world famous House
of Blues for The New Orleans Style Tailgate Extravaganza.
Enjoy Cajun food and drink as you take in the night's football
games with your colleagues and relax after the opening
sessions. Sample award winning rums, get a free caricature
and listen to a traditional New Orleans Jazz band. Don't miss
this chance to unwind as you meet your fellow conference attendees and make new
and renew old acquaintances.
Buses depart from the hotel at 6:00 pm. |
| MONDAY | DECEMBER 12, 2011 |
| 8:00 |
Continental Breakfast |
| 8:25 |
Chairperson's Opening Remarks
San Jose Federated City Employee's Retirement System |
| 8:30 |
KEYNOTE ADDRESS Washington Perspective:
Will the Proposed Pension Reform Pass?
Louisiana House of Representatives
Louisian State Treasurer |
| 9:00 |
ACADEMIC ADDRESS The Four Most Dangerous Words
in Finance: THIS TIME IT'S DIFFERENT!
Tulane University
|
| 9:45 |
INVESTMENT ROUNDTABLE Debating the Rapidly
Changing Investment Landscape for the Next 3-5 Years
Wilshire Associates CCERA North Dakota Retirement and Investment Office |
| 10:30 |
Networking Break |
| 11:00 |
NATIONAL DEBATE Weighing the Impact of the New GASB
Pronouncement
Evanston IL Police Pension Fund Gabriel, Roeder, Smith & Company American Enterprise Institute |
| 12:00 |
Global Economic Outlook & the Effect on the Future
of Public Pension Plans
State Street Global Advisors
|
| 12:30 |
NEW Networking Lunch and Hosted VIP Speaker
Roundtables
Gain access to a thought leader and speaker in a smaller setting
as you share ideas during lunch
TEXPERS STRS Ohio Holyoke Retirement Board Trustee, City of Danbury Police Pension Fund |
OR |
NEW Choice of One-to-One Meetings Set up one to one meetings with fellow conference participants
through our online networking tool – Public Funds Connect. All
registered attendees and speakers will be included and you can set
up meetings in advance of the conference. |
| |
NEW In Depth Executive Working Groups
75 minute sessions lead by a subject expert. These sessions will have a 30 minute presentation followed by 1-2 case studies and then
20 minutes of interactive discussion focusing on: Plan Design • Maximizing Current Investments • Investing For Future Returns |
 |
| |
Plan Design – How Plans are Making
Important Changes to Ensure Longevity of Their Plans |
Maximizing Current Investments |
NEW Investing for Future
Returns |
| 1:45 |
Understanding Why Actuarial Rates
are in the News
Segal Cheiron |
Equity Investing in a Volatile Market
Allianz Global Investors Capital
| ENERGY Accessing the
Next Great Energy Investment
NWQ Investment Management Company |
| 2:45 |
EXTENDED SESSION Plan Redesign: Debating the Pros and
Cons of Current Proposals – Is a Hybrid
Approach Right for Your Fund?
Gabriel, Roeder, Smith & Company
Rudd & Wisdom, Consulting Actuaries
Cheiron
Milliman |
Best Practices for Hedge Fund
Investments
Paulson & Co. Inc. UBP Asset Management
Aksia Sound Fund Advisors LLC |
AGRICULTURE & WATER
How to Capitalize on Growing
Population and Shortage of Valuable
Resources
Summit Global Management TIAA-CREF Financial Services Chess Ag Full Harvest Partners LLC NCH Capital Inc. |
| 3:45 |
Networking Break |
| 4:15 |
EXTENDED SESSION cont'd Plan Redesign: Debating the Pros
and Cons of Current Proposals
|
Legal Issues: Taking Charge of Your Future
Abraham, Fruchter & Twersky, LLP
|
TECHNOLOGY Uncovering the Innovative Companies
that are Changing the World and How
You Can Access the Best Opportunities
Before They are Overheated
Syncom Venture Partners |
| 5:00 |
Oktoberfest Roundtables
End the day informally as you share off the record war stories about current issues facing public pension plans with your colleagues
|
1. New Trustee Networking LASERS |
2. Experienced Trustee
Networking
Holyoke Retirement Board |
3. Investing in
Infrastructure
San Jose Federated City Employees' Retirement System |
4. Understanding Due
Dilligence for Hedge
Funds
UBP Asset Management |
5. Police and Fire
Public Issues
City of Omaha Police and Fire Retirement System
Oak Forest Fire Pension Fund |
6. Future of Pensions Plans
Public Employees Retirement Association of Minnesota
North Carolina State University Worcester Regional Retirement System |
7. Understanding the
Actuarial Report
Public Pension Professionals |
8. Investment in International Agriculture
NCH Capital Inc. |
| 5:00 |
Networking Reception (Runs concurrently in the same location as the Oktoberfest roundtables)
|
| TUESDAY | DECEMBER 13, 2011 |
| 8:15 |
Continental Breakfast |
| 8:40 |
Chairman's Opening Remarks
Callan
|
| 8:45 |
Preparing for 2015 – How to Create Sustainability Going
Forward
Buck Consultants Public Pension Professionals |
| 9:15 |
The Evolution of Public Pensions
North Carolina State University |
| 9:45 |
Investment Lessons from Volatile Times – How to Avoid
the Same Mistakes Twice (or Worse)
Consulting Services Support Corporation |
| 10:15 |
Networking Break
|
| 10:45 |
Public Pensions Under Attack – What is the Response?
Moderator: TEXPERS Illinois Public Pension Fund Association Florida Public Pension Trustee Association Louisiana Trustee Education Council (LATEC) |
| 11:30 |
NEW Success Stories From Public Pension Plans Making
Changes for the Long Term
City of Danbury Police Pension Fund STRS Ohio Center for State and Local Government Excellence |
| 12:15 |
The Secure Choice Pension
Plan(SCP)
NCPERS |
| 12:45 |
Luncheon |
| |
NEW In Depth Executive Working Groups
75 minute sessions lead by a subject expert. These sessions will have a 30 minute presentation followed by 1-2 case studies and then
20 minutes of interactive discussion focusing on: Plan Design • Maximizing Current Investments • Investing For Future Returns |
 |
| |
Plan Design – How Plans are Making
Important Changes To Ensure Longevity
of Their Plans |
Maximizing Current
Investments |
NEW Investing for Future
Returns |
| 1:45 |
Is it Time to Hire a Specialist Consultant to Help Manage Your Pension's Alternative Investments?
Albourne America LLC |
Optimizing Risk and Return in Pension
Fund Real Estate: REITs, Private Equity
Real Estate and the Blended Approach
National Association of Real Estate Investment Trusts (NAREIT) |
Potential Legal Landmines to Avoid
While Protecting Your Fund
Segal Jacksonville Fire
and Police Pension Fund |
| 2:30 |
Public Relations 101– Managing the
Headlines
Sard Verbinnen & Co |
Should you Work with Newer Managers
Rather than Large Established
Managers?
Callan Associates |
Seeking Alpha Opportunities in Today's Equities Markets
Wentworth, Hauser and Violich
|
| 3:00 |
Pension Fund Only: Closed Door Session Wrap Up and Next Steps
City of Danbury Police Pension Fund |
| 4:30 |
Conference Adjourns |
|