Few opportunities exist for investment professionals and trustees from public plan sponsors, private plans, foundations and endowments to come together for candid dialogue. The Intensive is one of those opportunities. During the three-hour session, we’ll address a range of key topics, from investment strategy and regulatory changes to new initiatives within the emerging manager arena, and more.
|2:00 PM – 2:45 PM||NEW TRENDS IN ASSET ALLOCATION IN THE “NEW NORMAL”
As institutional investors move beyond the “Great Recession”, investors are challenging traditional approaches of asset allocation and risk management. With major market crises occurring more frequently (and to a much larger degree) than many academic theories and metrics predict, Investors must explore strategic and tactical approaches that more closely align with requirements for liquidity, risk parity, and more. We’ll examine what new approaches to asset allocation are in play, and how emerging managers might factor into those new strategies.
Renae Griffin, Principal – RG & Associates
Cheryl Alston, Executive Director, Employees’ Retirement Fund of the City of Dallas
Kim Lew, Director of Investments – Carnegie Corporation of New York
Susan Carter, President & CEO, Commonfund Capital, Inc.
Kristin Finney-Cooke, Principal, Mercer
|2:45 PM – 3:15 PM||TIME TO TALK: EMERGING MANAGER ISSUES….AND MORE
An Open Roundtable Discussion
Jarvis V. Hollingsworth, Chairman – University of Houston Endowment Committee
Robert L. Greene, Trustee – Virginia Retirement System; Principal, - Syncom Venture Partners
|3:15 PM – 4:00 PM||Meet, Greet, Network
Gather and meet other investment professionals interested in informal conversations about key asset classes -- from private equity to hedge, real estate to public equities. There will be an "asset free" zone, too.
|4:00 PM – 4:45 PM||WHAT’S NEXT FOR ALTERNATIVES – Hedge Funds, Real Estate and Private Equity and what does it mean for investors
Thought leaders will discuss the changes in various asset classes (terms, fund of funds, leverage, lockups) and the opportunities these changes represent for institutional investors. The panel will address the role of emerging managers within each sector.
Kelly Williams, Managing Director, Credit Suisse Customized Fund Investment Group
Paul Edwards, Principal, Marketing - Capri Capital Partners LLC
Jerry Bias, Board Member – University of Virginia Investment Management Company; Senior Partner and Head of Trading – Cyrus Capital Partners
Rafael Stone, Member - Washington State University Board of Regents
|4:45 PM – 5:00 PM||SPOTLIGHT - Performance of Emerging Managers in 2009
We’ll review new research findings that underscore the positive performance trends within the emerging manager arena—and discuss specific ways for LPs to utilize the data in support of internal and external efforts around new and existing investment initiatives.
Robert L. Greene, Trustee - Virginia Retirement System
Andrew Junkin, CFA, CIMA, CAIA, Managing Director, Wilshire Associates
|6:00 PM – 7:30 PM||WELCOME RECEPTION
Networking and Wine Tasting at the Consortium!
Come reconnect with peers and enjoy a ‘fruit of the vine’ tasting featuring award winning Sugarleaf Vineyard, a successful minority-owned vintner located just outside of Charlottesville, Virginia in thetown of north garden. Proprietor and wine expert, Lauren Bias, will be on hand to pour. Come ready to ‘swirl, sniff and sip’. www.SugarleafVineyards.com
|8:00 PM||Plan Sponsor Dinner