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Plan Sponsor & Consultants Circle * October 23-24, 2007 * San Francisco, CA

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  Conference Description  

The Plan Sponsor & Consultant Circle features both plan sponsors and pension fund consultants as they convene to examine and exchange investment and fund management strategies, protocols, and trends. Now in existence for more than a decade, this event has continually been recognized for bringing together the leading practitioners in institutional investment. Our esteemed speaker faculty will explore plan sponsor, consultant, and... read full details

Connect With:

TRUSTEES

CHIEF INVESTMENT OFFICERS

EXECUTIVE DIRECTORS

INVESTMENT CONSULTANTS

PORTFOLIO MANAGERS

INDEX PROVIDERS

ASSET MANAGERS

ACADEMIC EXPERTS

Conference Sessions will bring together leading pension fund executives, trustees, portfolio managers, consultants, asset managers and academic experts to discuss:

• A ROADMAP FOR MAXIMIZING CONSULTANT RELATIONSHIPS
• THE EMERGING ROLE OF THE CONSULTANT
• PORTABLE ALPHA, ABSOLUTE RETURN AND 130/30 STRATEGIES
• GLOBAL FIXED INCOME
• LIABILITY-DRIVEN INVESTING
• HEDGE FUNDS, PRIVATE EQUITY AND REAL ESTATE
• SELECTING THE RIGHT MANAGERS THROUGH AN IMPROVED RFP PROCESS
• DERIVATIVES, FUTURES, SWAPS, CREDIT DEFAULT SWAPS, OPTIONS AND STRUCTURED PRODUCTS
• INDEX EVOLUTION
• GROWING ROLE OF ETFS
• TRANSITION MANAGEMENT

  Featured Speaker:  

Don M. Chance

William H. Wright Jr. Endowed Chair for Financial Services

LOUISIANA STATE UNIVERSITY

Ray M. Mitchell

Investment Advisor

RIM UNLIMITED, INC.

Ronald J. Ryan

Chief Executive Officer, Chief Financial Architect, Founder

RYAN ALM, INC.

David Kushner

Deputy Director for Investments

SAN FRANCISCO CITY & COUNTY EMPLOYEES' RETIREMENT SYSTEM

  Esteemed Speaker Faculty Includes:  
Daniel Raab, Managing Director,
AIG FINANCIAL PRODUCTS CORPORATION

Michael A. Rosen, Principal & Chief Investment Officer,
ANGELES INVESTMENT ADVISORS, LLC

Scott Fisher, Vice President,
AON CONSULTING INC.

William Bassin, Senior Vice President,
BARCLAYS CAPITAL

Charles Edwin Chittenden, Principal and Consulting Actuary,
BUCK CONSULTANTS

Eileen Kwei, Vice President,
CALLAN ASSOCIATES

Dennis Chu, Managing Director,
CAMBRIDGE ASSOCIATES LLC

Matt T. Moran, Vice President,
CHICAGO BOARD OPTIONS EXCHANGE


  Platinum Sponsor(s)  
CME Group
http://www.cmegroup.com

MSCI Barra
http://www.mscibarra.com

World Gold Council
http://www.gold.org

  Silver Sponsor(s)  
The Chicago Board Options Exchange
http://www.cboe.com

Citigroup Transition Management
http://www.citigroup.com/citig...

FAF Advisors, Inc.
http://fafadvisors.com/home/in...

forward look, inc.
http://www.forwardlook.com/

Lehman Brothers
http://www.lehman.com/

Russell Investment Group
http://www.russell.com/Indexes...

Standard & Poor's
http://www.indices.standardand...

Vanguard
http://advisors.vanguard.com

  Exhibitor(s)  
ClearBridge Advisors LLC
http://www.clearbridgeadvisors...

Dow Jones
http://www.djindexes.com

Global Transition Solutions
http://www.globaltransitions.c...

Informa Investment Solutions
http://www.informais.com

Leuthold Weeden Capital Management
http://www.leutholdfunds.com/

  Lead Media Partner(s)  

http://www.imweekly.com


http://www.moneymanagementlett...

  Media Partner(s)  

http://www.definedsavingsalert...


http://www.foundationendowment...


http://www.iisearches.com


Sponsorship Opportunities
    As an Exhibitor and/or Sponsor, you will reach industry leaders who can and do make decisions to purchase your products or services.
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