Wednesday, October 19, :00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration

Transcription

1 Wednesday, October 19, :00 p.m. 9:00 p.m. Opening Reception Hudson Room Registration Welcome Remarks by: Horatio H. Sparkes President, NASP - New York Principal, The Yucaipa Companies The Honorable Denise L. Nappier State Treasurer State of Connecticut Conference Co-Chair THURSDAY, OCTOBER 20, :00 a.m. Registration Arrowwood Foyer 8:00 a.m. 9:30 a.m. Breakfast - Opening Session Arrowwood A Event Sponsor AllianceBernstein Opening Remarks by: Horatio H. Sparkes President, NASP - New York Principal, The Yucaipa Companies Welcome Remarks: Gregory Floyd President City Employees Union Local 237 International Brotherhood of Teamsters Conference Co-Chair Nita M. Lowey (D-NY) U.S. Congresswoman - 18 th District Representing Westchester & Rockland Counties

2 9:30 a.m. 10:45 a.m. Arrowwood B Workshop I: CIO Roundtable - The Impact of the Debt Crisis and the Continued Volatility of the Financial Markets on Pension Plan Decision Making A roundtable discussion of the most influential factors affecting the financial industry in the past year, its impact on pension plan funding and investment decisions. How CIOs are rethinking investment decisions in light of recent developments in the marketplace, including the Debt Ceiling Crisis in the US, other non-us debt concerns, the downgrade of the US debt, and the continued volatility of the financial markets. Gregory A. White Chairman of the Investment Committee Howard University Endowment Managing Director, Thomas H. Lee Partners William G. Clark Senior Vice President & Chief Investment Officer Federal Reserve Employee Benefits System Lawrence M. Schloss Chief Investment Officer Deputy Comptroller for Asset Management New York City Office of the Comptroller Kym Hubbard Americas Director Chief Investment Officer Ernst & Young LLP 10:45 a.m. 11:00 a.m. Coffee Break Arrowwood Foyer

3 11:00 a.m. 12:15 p.m. Arrowwood B Workshop II: Investing In Emerging Managers Plan sponsors, consultants and asset managers will discuss a brief history and current trends in emerging manager programs, why there has been increasing attention to emerging managers, why they too can add alpha as well as mitigate risk, and why there is an increasing amount of assets being allocated to this space. History and description of program including the rationale for an emerging manager program alpha? Risk mitigation? o Asset classes covered o Definition used o Enhancement to the program Process for identifying and investing in emerging managers (direct or indirect? Use of consultants? Platforms? Benefits of different approaches). Monitoring the program benchmarking success. Tyson Pratcher Assistant Comptroller New York State Office of the Comptroller Reginald D.Tucker, CAIA Investment Officer - Alternatives Connecticut Retirement Plans and Trust Fund Ivory Day, Jr. Senior Consultant Gray & Company Larissa Herczeg Director of Real Estate Morgan Creek Capital Joseph P. Schlater Chief Executive Officer Busara Advisors

4 12:30 p.m. 2:00 p.m. Luncheon Arrowwood A Master of Ceremonies: Clarence G. Williams Vice President, NASP-New York Senior Advisor Busara Advisors Introduction of Keynote Speaker: Les Bond, Jr. President Elect - NASP National Chief Executive Officer Attucks Asset Management LLC Keynote Speaker: The Honorable Thomas P. DiNapoli State Comptroller State of New York Trustee of the Year Award Presenter: Anthony Edson Head of Business Development Partner & Co-Founder Stone Tower Capital LLC Recipient: Robert Straub Trustee New York City Fire Pension Fund Treasurer New York City Uniformed Firefighters Association

5 2:15 p.m. 3:30 p.m. Arrowwood B Workshop III: Seeking New Sources of Alpha through Effective Alternative Investments As capital markets become ever more efficient, plan sponsors are seeking new sources of alpha to meet their obligations. This session will examine several alternative investment strategies gaining a larger presence in the portfolios of institutional investors. The participants will discuss their respective strategies, market terms and structures. Janice Hester-Amey Portfolio Manager Global Equities and Corporate Governance California State Teachers Retirement System Von Hughes Managing Director Pacific Alternative Asset Management Company (PAAMCO) Michael McCabe Partner Stepstone Michael Golubic Principal The Townsend Group Marquette Chester Managing Director - Investor Relations Invesco/WLR

6 3:30 p.m. 4:30 p.m. Arrowwood B Legislative Session State of the State and City Ethics and Doing Business For service providers, ranging from asset managers, attorneys, brokers, financial advisors, the importance of following the appropriate rules and regulations of New York State and New York City pension funds cannot be underestimated. This panel will squarely address these issues as it relates to interacting with Trustees and Plan Sponsor representatives. It will also discuss the role of all placement agents, marketers, and lobbyists. The overall goal of this workshop is to provide clarity for us all in our efforts to do our jobs more efficiently and effectively. Harvey Gordon General Counsel New York City Board of Education Retirement System B. Seth Bryant Founder and Managing Partner Bryant Burghes Jaffe & Roberts Alexandra Poe Partner Reed Smith Donna Sims Wilson Executive Vice President CastleOak Securities, L.P.

7 6:00 p.m. 7:00 p.m. Cocktail Reception Lobby Lounge Event Co-Sponsors HSBC Bank USA, National Association & Stone Tower Capital LLC 7:00 p.m. 9:00 p.m. Gala Dinner Atrium Mistress of Ceremonies: Michele A. Chow-Tai Relationship Manager Global Banking & Markets HSBC Bank USA, National Association Introduction of Guest Speaker: Joseph J. Haslip Managing Director Public Plan Relations Blue Harbour Group, L.P. Keynote Speaker: Eric V. Eve First Deputy Comptroller City of New York Presentation of: Pathfinder Award Presenter: Tina Byles-Williams Chief Executive Officer Chief Investment Officer. FIS Group Recipient: Patricia Stryker Trustee, New York City Employees Retirement System Recording Secretary Political Action and Legislation Director City Employees Union Local 237 International Brotherhood of Teamsters

8 Presentation of: Big Apple Statesman Award Presenter: Rita J. Sallis Principal The Yucaipa Companies Recipient: Michael Blake Deputy Director Operation Vote Obama for America 9:00 p.m. 12:00a.m. Music & Dancing (Club ) The Pub FRIDAY, OCTOBER 21, :00 a.m. 10:00 a.m. Breakfast - Opening Session Hudson Room B Opening Remarks and Introduction of Guest Speaker: Guest Speaker: Gregory Floyd President City Employees Union Local 237 International Brotherhood of Teamsters Conference Co-Chair Ranji H. Nagaswami Chief Investment Advisor Mayor s Office of Pensions and Investments New York City Redrawing the Policy Road Map Trustee & Member Recognition: Michele A. Chow-Tai Membership Committee Chair NASP-New York

9 10:00 a.m. 11:00 a.m. Hudson Room A Workshop V: Pension Plan Best Practices for Targeted Brokerage A Review and discussion of the initiatives to promote fair inclusion for targeted broker/dealers. Timothy H. Johnson Director, Department of Administrative Services Allegheny County, Pennsylvania Marc Ammaturo Senior Managing Consultant PFM Advisors Theron K. Picketts Vice President/Institutional Equity Sales Cabrera Capital Markets, LLC Jan Terbrueggen Principal & Portfolio Manager Apex Capital Management DeAnna Ingram-Davey Portfolio Manager Public School Teachers Pension and Retirement Fund of Chicago

10 11:00 a.m. 12:15 p.m. Hudson Room A Workshop VI: Understanding Distressed Debt Investing and the Risks Involved Where are the opportunities? How long will it last? What are the risks? Are the best returns behind us? Joseph A. Alejandro Treasurer Patrolmen's Benevolent Association of New York City Anthony Edson Head of Business Development Partner & Co-Founder Stone Tower Capital LLC Nils Wilson Managing Director, Capital Formation Group Fortress Investment Group LLC Thomas Fuller Senior Managing Director Angelo, Gordon & Co. ADJOURNMENT