Event At A Glance



Sponsors &
Industry Partners

The Intensive 2011: Investigate the Difference

An Institutional Investor-Only Forum
June 7, 2011 1:00 pm – 5:00 pm

Peer-to-peer dialogue is a rare, productive opportunity. The Intensive delivers this—and more.

In facilitated discussions, we’ll examine the issues institutional investors are facing today. And we’ll drill down into issues around emerging manager programs and investment strategies. The agenda is intense, the sharing and insights refreshing.

Capitalize on this rare opportunity to join with other investment staff and trustees from public and private pension funds, endowments, foundations and Taft-Hartley union funds from around the country.

Who Should Attend—And Why

The Intensive is an institutional investor-only forum providing attendees with an opportunity for candid conversation about timely issues and investment strategies. The following professionals are invited to attend:

Program at a Glance


TITLE SPONSOR: J.P. Morgan Asset MAnagement


11:30 Am – 12:30 pm | Registration


12:30 pm – 1:15 pm | WELCOME / INTRODUCTIONS

Renae Griffin, Principal – RG & Associates
Laureen Costa, Portfolio Manager – J.P. Morgan Asset Management

METRICS AND MORE


The post 2007 period has been among the most volatile and challenging since the 1970s for investors and their investment managers. How did public and private market strategies offered by emerging managers fare? As investors struggle to enhance return and manage risk, how do their unique characteristics or metrics meet these objectives? What are some of the unique investment strategies being deployed by institutional investors? The panel will address these questions from both a public and private market perspective.

Speakers:
Kila Weaver, Vice President, Marketing and Client Service- FIS Group
Lester Hollis, Managing Partner - Quaestus Capital, LLC


1:15 pm – 2:00 pm | LEGISLATION SHAPING THE EMERGING MANAGER WORLD

We’ll explore the interplay of politics and policy and its direct impact on emerging managers and debate whether a commitment to emerging manager investing can, in fact, be legislated successfully. The varied approaches that states and municipalities have pursued in setting program goals and employing sustainable strategies will provide the group with a jumping off point for examining what’s worked, what’s fallen short and what the future holds.

Facilitator:
Michael Warren, Trustee - District of Columbia Retirement Board

Speakers:
Senator Iris Martinez – Illinois General Assembly
Senator Catherine Pugh - Maryland State Senate
David E. Ourlicht, Commisioner - New York State Insurance Fund


2:00 pm – 2:15 pm | BREAK


2:15 pm – 3:30 pm | Best Practices Dialogue– Workshop

Lately, the one constant has been change. Sharing insights and data about shifts in the market and investment strategies will be the focus of the dialogue.Institutional Inverstors will be invited to roll up their sleeves and participate in small group discussions based on topics of most interest to them. Each participant will be able to select and participate in two best practice dialogues. Key areas of discussion include:

  • DEFINING THE OPPORTUNITY: What defines an emerging manager? Has the definition eroded? How does it apply per asset class?
  • CONNECT WITH THE BEST: LP strategies for connecting more efficiently and effectively by extending their staff’s reach and fine-tuning their screening processes in today’s placement agent free era.
  • LPs IN THE HEADLINES: How to successfully navigate headline issues, crisis management, public opinion on investment sectors—and more.
  • WHAT PATH IS BEST? Are Fund of Funds the “path in” for emerging firms? What’s the best way for emerging managers to get on (and stay on) the radar?
  • SIZE MATTERS—OR DOES IT? Large versus small investment managers – who’s really delivering alpha? Investment strategies, new sectors, new thinking and direct impact on emerging managers.
  • LEVERAGING RESOURCES: The role/effectiveness of consultants in vetting good emerging manager talent; how to make the most of the relationship and the investment.


3:30 pm – 3:45 pm | Networking Break


3:45 pm – 4:30 pm | ASSESSING AND MITIGATING RISKS IN TODAY’S MARKET ENVIRONMENT – Impact on Institutional Investors

Speaker:
Ranji H. Nagaswami, Chief Investment Advisor - Mayor’s Office of Pensions and Investments, New York City

Ms. Nagaswami directs the Mayor's Office of Pensions and Investments, with responsibility to advise the New York City Retirement and Deferred Compensation Boards - the largest city municipal system and the 17th largest retirement system in the world. Collectively, the Retirement Systems hold assets valued at more than $110 billion covering more than 700,000 active and retired employees. In this role Ms. Nagaswami advises on the performance and selection of investments and investment managers for the Systems' assets as well as evaluates the Systems' pension liabilities and contributions to improve funding levels and stabilize costs to the City of benefit payments.

4:30 pm – 5:00 pm | ASSET CLASS CIRCLES - PEER-TO-PEER ROUNDTABLES

Share insights on investment strategies within key asset classes, from private equity and venture capital to hedge, real estate and public equities.


Private Equity / Venture Capital

Facilitator: John Alouf, Director of Private Equity - Virginia Retirement System


Real Assets

Facilitator: Laurie Weir, Portfolio Manager, California Public Employee's Retirement System


hedge fund

Facilitator: Jerry Bias, Board Member - University of Virginia Investment Management Company


Public equities / fixed income

Facilitator: Kenyatta Matheny, Investment Officer Emerging Managers – Illinois State Teachers’ Retirement System


5:00 pm | CLOSING THOUGHTS & Wrap Up


6:00 Pm – 7:30 Pm | Welcome Reception

Location: The Hudson Terrace, 621 W. 46th Street, New York, New York
Date: Tuesday, June 7, 2011

Start your networking now—it’s a great opportunity to reconnect with colleagues and meet new ones in a relaxed setting.

Special Guests:
John C. Liu, Comptroller - New York City
Marie Johns, Deputy Administrator - US Small Business Administration