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Agenda Day Two

Agenda Day Two

Tuesday, July 15, 2008
7:30
Registration/Breakfast

8:30
Opening Remarks from Conference Chairperson

ASSET CLASS FOCUS: INFRASTRUCTURE
8:40
Investing in Infrastructure to Generate Long-Term Stable Income for Your Real Asset Portfolio

Judy Marcus, Trustee, DC Retirement Board
Ben Heap, Executive Director, UBS

9:30
Evaluating Infrastructure Investment Vehicles to Determine the Best Fit for Your Portfolio

Ben Morton, Associate Portfolio Manager, Cohen and Steers
Vincent Gilles, Head of Infrastructure Asset Management, UBS
Chris Leslie, Chief Executive Officer, Macquarie Infrastructure Partners (invited)

ASSET CLASS FOCUS: HARD ASSETS
10:30
How the Supply/Demand Cycle of Commodities Can Yield Increased Returns and Extra Risk Diversification

Robert J. Greer, Executive Vice President and Real Return Product Manager, PIMCO
Author of The Handbook of Inflation Hedging Investments
“Buy commodities to hedge against inflation, study says.”
- Merrill Lynch

Alia McMullen, Financial Post Published: Tuesday, April 01, 2008
11:15
Break

11:35
Capitalizing on Land Resources: Timberland, Brownfields and Greenfields

Peter Morin, Chairman of the Board, Austin Police Retirement System
Cheryl Hoffman, CEO, Brownfields Capital
James McBride, Business Development Officer, RMK Timberland Group

2:15
Main Conference Concludes