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Attending various IMN Conferences has proved invaluable to me in...
Dan Owens, Executive Director, Holyoke Retirement Board
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“ The 2008 Super Bowl of Indexing was an excellent event with timely topics and knowledgeable speakers who generated spirited interaction with attendees. The opportunity to discuss current issues facing other institutional investors is always worthwhile and productive. ” -Barbara J. Avard, Administrator, CHARLOTTE FIREFIGHTERS’ RETIREMENT SYSTEM “ I would like to thank you and compliment the IMN staff on the excellent presentation of the 2008 Super Bowl of Indexing Conference held at the Arizona Biltmore in Phoenix, Arizona between December 7th-10th. I made some new contacts which I feel may help our pension system in the future. ” -Edmund A. Zell, Trustee, CITY OF SAINT LOUIS EMPLOYEES’ RETIREMENT SYSTEM “ Very informative, I was able to hear speakers that challenged me to think outside the box and would recommend this conference to any public fund trustee ” -Gerald Garrett, Planning Officer, TULSA FIRE “ Thank you very much for the invitation. It was a very rewarding experience! I particularly enjoyed the academic presenters, who almost without exception gave very thought provoking and grounded presentations that I will long remember and will be helpful in my role as a Trustee. Whaley and Schiller are two who come to mind with very topical and interesting subjects. I must also mention that I was glad to have the opportunity to meet several very interesting attendees, and our discussions in some cases went way beyond indexing. I learned a lot. ” -James Fleming, Vice Chair, ALBERTA TEACHERS RETIREMENT FUND BOARD “ The Super Bowl of Indexing was a well attended conference with many dynamic speakers. It was interesting and informative to see that many investment products have had a positive return for 2008 despite the volatility in the market. I would recommend this conference to anyone in the financial community. ” -Lt. James Maloney, Trustee, CHICAGO POLICEMEN'S ANNUITY AND BENEFIT FUND “ Great venue - great (smart) speakers - and, best of all, great networking opportunity. ” -James T. Strouse, Chairman of the Board, BURLINGTON EMPLOYEES' RETIREMENT SYSTEM “ The Super Bowl of Indexing is a 'must attend' event for anyone who uses passive strategies for all or a portion of their portfolios. It may be even more valuable for those who don't. ” -Jeff Norton, LLM, CFA, President & CEO, TEACHERS' RETIREMENT ALLOWANCES FUND “ The IMN Super Bowl of Indexing is the best single pension conference of the year. The interpersonal exchanges with speakers, other delegates and current academic researchers are so valuable ...impacting your thought processes for issues facing any plan trustee. ” -Dr. Michal Foriest Settles, Business Professor, CITY COLLEGE OF SAN FRANCISCO “ I can say without hesitation this was the most beneficial and enjoyable conference I have attended since I started on the Kansas City Missouri pension board. It was organized, meaningful, had some key speakers and you couldn't find a more beautiful surrounding. ” -Phil Snowden, Trustee, KANSAS CITY EMPLOYEES’ RETIREMENT SYSTEM “ I would like to take this moment to say that the Super Bowl of Indexing was a remarkable experience. The conference provided insight and knowledge for trustees to manage retirement funds with confidence, along with providing valuable resources to network from. The booths also were a good source of information giving a variety of US and International vendors the opportunity to share valuable material. ” -William Lipscomb, Board Member, BIRMINGHAM FIRE AND POLICE RETIREMENT SUPPLEMENTAL PENSION FUND “ This is the best roundup of investment pros of the year. It is a must event for professional investors! ” -John Serrapere, Investment Analyst & Strategist, FOSTER HOLDINGS, INC. “ The Super Bowl of Indexing is THE conference for investors, index originators and product providers who are interested in this rapidly growing market. ” -Richard Ferri, CEO, PORTFOLIO SOLUTIONS, LLC “ The job of managing money continuously evolves, a conference like the Super Bowl is way to stay in touch with this evolution which definitely makes the job more fun and hopefully leads to a better result for clients. ” -Roger Nusbaum, Chief Investment Officer and Portfolio Manager, YOUR SOURCE FINANCIAL “ The Super Bowl of Indexing allowed us to meet a targeted group of indexing experts and provided us the opportunity to enhance our knowledge in the field. ” -Kathleen Shelton Smith, Chairman, RENAISSANCE CAPITAL LLC “ Somehow each year is better than the last. I'm amazed that so much material is covered in such a short time. No wonder I was tired when I left. ” -Robert J. Waid, Vice President & Principal, WILSHIRE ASSOCIATES “ A great conference, well attended with a global audience. I would recommend attending for everyone in the industry. ” -Lt. James Maloney, Trustee, CHICAGO POLICE ANNUITY AND BENEFIT FUND “ An absolutely fascinating and informative debate (Fundamental Indexing versus Traditional Cap weighted indexing) amongst the titans of the investment profession on cap weighted versus alternative approaches. ” -Kamal Khanna, Chief Investment Officer, CITY OF NORFOLK EMPLOYEES RETIREMENT SYSTEM “ The Super Bowl of Indexing is an intellectual journey with the best minds in the business to the frontier of new ideas. ” -George A. Schade, Jr., Special Master, SUPERIOR COURT OF ARIZONA “ Outstanding agenda and highest quality speakers in a most pleasant setting. ” -Ronald Byrd, Commissioner, LAND/HENSCHEL ENDOWMENT FUND, CITY OF SACRAMENTO “ One of the best conferences I've attended. Very well organized and the presenters were excellent. ” -Allan Bentkowski, Investment Manager of the Treasury Division, Finance Department, CITY OF TUCSON “ I enjoyed the conference very much. The speakers were very good, and the networking opportunities were invaluable. I would love to come back next year and will put it on my schedule. ” -Joseph Carper, , “ Thank you for another great conference. Your help made it all the more successful. Once again I met new people that opened my eyes to other investment possibilities for our pension fund. ” -Edmund A. Zell, Trustee, CITY OF SAINT LOUIS EMPLOYEES’ RETIREMENT SYSTEM “ In addition to learning new ideas presented by among the best and brightest in the indexing industry, we thoroughly enjoyed exchanging ideas and thoughts with one another. This conference is one of the best conferences for the indexing communities. ” -Huey Tseng, , PRIVATE INVESTOR “ True to its indexing theme, the conference is like a top shelf index family - it offers diversification of knowledge, through several sectors or tracks of panels and at low cost as it is by invitation. ” -George A. Schade, Jr., Special Master, ARIZONA GENERAL STREAM ADJUDICATION “ This is a one stop shopping site for all things related to index investing for pension funds. The resources available during the sessions are unequaled. ” -Alan Desmarais, Director of Finance, TOWN OF MANCHESTER “ I have attended several small educational seminars in the past, but was not prepared for the overwhelming experience of the 14th Annual Super Bowl of Indexing. The in-depth knowledge and content of the presenters training sessions was amazing. I’m not sure it would be possible at any cost for one to attend a training seminar with as many highly credentialed educators as I just witnessed. I hope my schedule next year permits my attendance, as I know this training event will generate much discussion for improvement to our local fund. ” -Brian Beader, Board Member, MERCER COUNTY RETIREMENT BOARD “ This was a great conference. There is much more to indexing than I was aware of; I learned a lot. All speakers were very approachable, extremely knowledgeable & they really wanted to be here. Good vendors who explained their products without pressure. I appreciate the Continuing Education credits. Good location. ” -Jim Cuthbert, Senior Vice President & Treasurer, ROBERTS WESLEYAN COLLEGE & NORTHEASTERN SEMINARY “ The Super Bowl of Indexing is a well run conference that focuses on very topical information which is effectively presented to a large number of attendees. The conference provides excellent networking opportunities. ” -Bill Levit, Trustee, STATE OF WISCONSIN INVESTMENT BOARD “ IMN's Super Bowl of Indexing always has top tier speakers and panelists. The sessions are always current, interesting and educational. This is a well attended conference by managers and trustees. ” -James Maloney, Trustee, CHICAGO POLICEMEN'S ANNUITY AND BENEFIT FUND “ I found the conference to be well attended, well facilitated and extremely helpful to me as a Trustee. The return on my investment was certainly one I would make again! ” -Larry Moser, Board President, FAIRFAX COUNTY POLICE OFFICERS RETIREMENT SYSTEM “ Great topics -- just when I thought most possible investment strategies had already been discussed, new and very interesting ones were brought forward. Our fund is following up on the Buy Write strategy we learned about last year. We have also been in contact with a couple of managers who have interesting product opportunities. ” -Gail R. Schubert, , “ A couple of things I appreciate about IMN conferences are the knowledgeable speakers presenting relevant issues facing pension plans today. The conference is always well organized and provides a format for interacting with others working in the public pension arena. ” -Craig VanderWall, Trustee, GRAND RAPIDS POLICE AND FIRE RETIREMENT SYSTEM “ The conference was “even better than last year”. I liked the quality of attendees. ” -Robin R. Harris, Director of Operations, NEXUS WEALTH MANAGEMENT, INC. “ Attending various IMN Conferences has proved invaluable to me in exercising my duties as Chairman/Trustee of the Holyoke Massachusetts Retirement System. The opportunity to meet industry professionals & to be educated in new investment strategies has enhanced my performance as an Administrator & Trustee. ” -Dan Owens, Executive Director, HOLYOKE RETIREMENT BOARD “ The IMN Super Bowl of Indexing conference was very organized and educational. It was a tremendous experience that provided me with insight on how society is trying to achieve the same economic goals in many different ways. The culture of the conference was beneficial for the vendors, participants, speakers and staff. The dynamics of the sessions encouraged communication amongst each other and the building and strengthening of existing and potential business relationships. In my opinion, The Super Bowl of Indexing is unparallel to any other conference I have attended in the past. IMN, keep up the good work. ” -Monica Satterwhite, Retirement Manager, CITY OF PORTSMOUTH “ Thank you for such a seamless, informative, timely, interesting, in-depth conference. I would come back next week if you held it again, and look forward to the next one. ” -Patrick Mahoney, Trustee, OCALA FIREFIGHTERS PENSION PLAN “ I consider it a privilege to be able to listen to noted academics, public officials and other knowledgeable people in our industry share their knowledge and ideas with us. I look forward to attending the annual Super Bowl of Indexing® and consider it the most valuable conference that I have ever attended. ” -Gordon R. Meisner, JD, CLU, ChFC, FINANCIAL SERVICES “ Our fund is an active and passive investor. I found the Super Bowl of Indexing a terrific conference for fiduciaries. ” -Kirk Miller, Trustee, FIRE AND POLICE PENSION ASSOCIATION OF COLORADO “ IMN's Super Bowl of Indexing Conference provided me with a great opportunity to network and share ideas with my peers, respected industry leaders and vendors. It's a wonderful platform to help advisors stay abreast of current industry issues, market trends and the latest index products. It was certainly worth the three day investment. ” -Cathy Pareto, MBA, CFP, President, CATHY PARETO & ASSOCIATES, INC. “ Each year it seems as though the planners of the Super Bowl have gone through the minutes of our investment meetings to discover the issues we've been wrestling with. I always find information to apply to ongoing discussions and decisions. ” -Vaughn Altemus, Board Member, VT STATE TEACHERS' RETIREMENT SYSTEM | |||||||||||||||||
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