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LAST UPDATED: Tuesday, December 26 2006
12.15 Conference Registration Begins 1.15 WELCOME FROM LATEC AND CONFERENCE CHAIRS 1.30 OPENING REMARKS 1.45 LESSONS LEARNED IN DISASTER RECOVERY: LOUISIANA PENSION FUND ROUNDTABLE ON THE IMPACT OF HURRICANE KATRINA Learn from the experiences of the executive staff and trustees of the plans impacted by Hurricane Katrina as they share their unique perspectives on how they dealt with the disaster and what you can do to improve your plans disaster recovery procedures. • How did it affect each plan, its staff and members? • How did each respond? • What responses worked? What did not? • What are the most important lessons in communication, record keeping, and other administrative procedures? • What should other plans do to prepare themselves? Moderator: Warren Lawrence, Vice President, LATEC and Trustee, NEW ORLEANS SEWERAGE AND WATER BOARD PENSION Panelists: Patricia Campbell, Treasurer, LATEC and Trustee, NEW ORLEANS SEWERAGE AND WATER BOARD PENSION Frank Jobert, Executive Director, LATEC and Trustee, HARBOR POLICE RETIREMENT BOARD: Richard Hampton, Jr., President, LATEC and NEW ORLEANS FIREFIGHTERS PENSION FUND 2.30 EXAMINING PORTFOLIO IMPACT BEYOND INVESTMENT RETURNS* Investments in targeted economic development markets can help achieve risk-adjusted rates of return while simultaneously promoting economic growth in underserved communities. The Secretary of Louisiana Economic Development and Executive Director of the Lousiana State Employees' Retirement System will provide an overview of the Gulf Opportunity Zone benefits with an emphasis on why capital investment in the Zone will benefit your clients. This case study will examine how your fund can make a profound economic impact in this community while reaching or exceeding your investment objectives. Moderator: Robert Beale, Chief Investment Officer, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM Panelists: Robert Borden, Executive Director, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM Michael Olivier, Secretary, LOUISIANA ECONOMIC DEVELOPMENT Elliott Buillion, President-Elect, HOUSTON PRIVATE EQUITY ASSOCIATION 3.15 Refreshment Break 3.30 LEAVING MONEY ON THE TABLE: The Latest Figures And The Legal Implications Of Not Properly Tracking Class Action Cases • The Latest Numbers On Collecting In Class Action Settlements. •Why Is This Such A Big Problem For Pension Funds? •What Are Your Fiduciary Responsibilities And What Liability Might You Have? •What Are The Solutions? John Kehoe, Associate Attorney, SCHIFFRIN & BARROWAY, LLP 3.50 LIES AND ATTACKS ON PENSION FUNDS: You Need to Respond The President of NCPERS will expose the most pressing issues affecting US pension funds. What are the national concerns? What are the national funding trends? What is at risk? How do these issues affect your plan directly? What regulatory changes will affect pension funds in 2006 and beyond? How can your plan respond? Robert Podgorny, President, NCPERS 4.20 LOUISIANA PUBLIC PENSION FUNDS AND SHAREHOLDER LITIGATION: A CONTINUING SUCCESS STORY Louisiana Public Pension Funds continue to be out front in major securities litigation. This session will review 2005 successes and the challenges ahead in 2006. Robert J. Axelrod, Partner, POMERANTZ HAUDEK BLOCK GROSSMAN & GROSS LLP 4.40 TAXES, TARIFFS AND REGULATION-HISTORICAL IMPACT ON US ECONOMY AND MARKETS John Portwood, Chief Investment Officer, HANCOCK BANK INSTITUTIONAL INVESTMENT MANAGEMENT 5.00 DEFINING & ACHIEVING YOUR ADMINISTRATIVE AND OPERATIONAL OBJECTIVES* This session will explore the role of administration at your plan. Administrators and staff will discuss how their plans operate and share how they work with their staff, vendors and consultants to communicate with members, administer benefits and achieve operational efficiency. John Keane, Executive Director and Administrator, JACKSONVILLE POLICE AND FIRE PENSION FUND 5.30 Sessions Conclude 6.30 COCKTAIL RECEPTION AND NETWORKING DINNER (Click here to retrieve the form) * Fulfills LA Act 207 continuing education requirements for Louisiana trustees LAST UPDATED: Tuesday, December 26 2006
8.15 OPENING REMARKS Lieutenant Governor Mitch Landrieu, STATE OF LOUISIANA 8.45 FIDUCIARY DUTIES AND NEW ETHICS CODES: HOW ROLES AND RESPONSIBILITIES ARE CHANGING UNDER INCREASED SCRUTINY* Pension funds are exposed to increased public scrutiny with daily pension scandals in the headlines and increased regulation of investment practices. It has never been more important to understand, define and examine the fiduciary duties of pension staff, trustees, consultants and managers. This session will explore the role of each as a fiduciary and provide insights and guidelines to help your plan make informed, objective, independent decisions to improve the lives of your beneficiaries. Moderator: Virginia Burton, Board Chair, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM Panelists: Steven Glass, Head, PLEXUS PLAN SPONSOR GROUP, INC. Robert D. Klausner, Managing Partner, KLAUSNER & KAUFMAN, PA 9.30 ACTIVE VS. PASSIVE MANAGEMENT* David L. Lindberg, Managing Director, WILSHIRE ASSOCIATES 10.00 GLOBAL INVESTING* This session will explore the risks and rewards of seeking returns beyond the US borders including liquidity, volatility, exchange rates, local knowledge, benchmarks and monitoring concerns. It will also ask a very important question: Has MSCI EAFE become harder for active managers to beat? Chris Swany, Vice President, Portfolio Specialist, FISHER INVESTMENTS 10.30 Refreshment Break 10.40 STYLE MANAGERS-STYLE BENCHMARKS Jay Thompson, Regional Director / Institutional Markets, DOW JONES INDEXES Robert Waid, Vice President and Principal, WILSHIRE ASSOCIATES 11.00 NEW DIRECTIONS IN INDEXING* Non-Market Cap Weighted Indexes for Portfolio Diversification and Enhanced Returns Carmen Campollo, SVP, Relationship Management, FTSE AMERICAS 11.20 MAXIMIZING YOUR BOND PORTFOLIO RETURNS* This panel will help you get a handle on the increasingly complex fixed income market and strategies available today. • How will rising interest rates affect your fixed income investments? • What regulatory changes will affect the fixed income market? • What new strategies should you consider? • What is the role of portable alpha strategies? • How can you maximize returns in your bond portfolio? Moderator: Tom Arnold, Trustee, LOUISIANA ASSESSORS RETIREMENT FUND Panelists: George Bentley, Vice President-Investor Relations, FREDDIE MAC Walter Morales, President & CIO, COMMONWEALTH ADVISORS 12.15 Luncheon for Delegates and Speakers Featuring Keynote Speaker: The Honorable John N. Kennedy, Treasurer, STATE OF LOUISIANA 1.30 INCORPORATING NON-TRADITIONAL ASSETS INTO YOUR PORTFOLIO: WHAT YOU NEED TO KNOW TO MAKE AN INFORMED DECISION* With more pressure on portfolio returns, plan sponsors are looking towards alternative investments to fill in the funding gap. Though the spotlight is in the relatively high returns, what questions need to be answered before you delve into this arena? The consultants on this session will discuss what investment returns are realistic, how to conduct your due diligence with little transparency, what questions must be answered by prospective managers? Howard Bicker, Executive Director, MINNESOTA STATE BOARD OF INVESTMENT 2.00 THE ROLE OF PRIVATE EQUITY IN PENSION PORTFOLIOS* • Why do pension funds allocate capital to private equity? • What are the characteristics of the asset class? • How do pension funds access private equity? • How funds think about risk and return in private equity? • What are some of the key questions to ask about the asset class? John Shearburn, Managing Director, Private Equity Group, GOLDMAN SACHS ASSET MANAGEMENT 2.30 EFFECTIVE REAL ESTATE STRATEGIES* With so many questions surrounding the real estate market it is impor tant to take a close look at its role in your portfolio. This session will present varying perspectives on the real estate market, discuss effective long term strategies, and explore new opportunities and property types. Kurt Wright, CFA, CEO and President, QUADRANT REAL ESTATE ADVISORS 3.00 ENERGY: INVESTMENT OUTLOOK AND IMPLICATIONS Louis F. Crane, President and CEO, ORLEANS CAPITAL MANAGEMENT 6.30 LATEC MARDI GRAS BASH AT THE ASTOR CROWNE PLAZA (Click here for more information) Sponsored by: Wisznia Associates New Orleans Hotel Consultants * Fulfills LA Act 207 continuing education requirements for Louisiana trustees LAST UPDATED: Tuesday, December 26 2006
9.30 PERFORMANCE MEASUREMENT STRATEGIES* • What makes a successful investment manager? • How should your plan determine the measurment criteria? • How do you analyze manager results? • What is the role of the consultant? Board? What should each role be? Moderator: Ronald D. Partain, Senior Consultant, CONSULTING SERVICES GROUP, LLC Speaker: Peter Gerlings, Senior Partner, NEPC 10.00 HOW CAN YOUR ACTUARY HELP WITH YOUR FUNDING CRISIS?* • Review of Assumptions and Methods to Buy Time • Forecasts of Funding Requirements • Linking Investment Volatility with Contribution Requirements •Review of Benefit Provisions and Effects of Changes Charlie Chittenden, Principal, BUCK CONSULTANTS, LLC 10.45 Refreshment Break 11.00 THE FUNDAMENTALS OF ASSET LIABILITY MANAGEMENT* • What is asset liability management and how does it keep your portfolio in-line? • Strategies for asset allocation in a world of low nominal returns • How can your asset allocation practices be improved? • Setting a rebalancing policy Michael Conefry, Principal, CONEFRY & COMPANY, L.L.C. 11.30 DEFINING THE BOARD Luke Howe, Chair, PARK EMPLOYEES' ANNUITY AND BENEFIT FUND OF CHICAGO 12.00 CONFERENCE CLOSING REMARKS* * Fulfills LA Act 207 continuing education requirements for Louisiana trustees | ||||||||||||||||||||||||||||||||||||
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