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Consortium Countdown |
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Agenda Overview |
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Participant Profiles |
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SPOTLIGHT: Treasurers/Controllers |
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SPOTLIGHT: Economic Trends |
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Consortium Check List |
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PLAN SPONSOR ONLY SPONSOR
Industry Partners
Contact Us: |
Below is the event welcome and notes for attendees at the upcoming Plan Sponsor & Emerging Manager Consortium in Beverly Hills on June 17th & 18th. You are not currently registered for the event -- but there are a few spots available. If you would like to attend and join the nearly 300 finance professionals who will be gathering, Register Online Today.
We’re just over a week away from the 6th Annual Plan Sponsor & Emerging Manager Consortium. With more than 250 registered attendees, we will have a full-house—and plenty of networking and dialogue. Outlined below are some useful resources to make the most of your time at the event, including links to the agenda and profiles of attendees and speakers. And be sure to review the travel and transportation tips below. We look forward to seeing you in Los Angeles next week. For those who have not registered, it is not to late. Register Now, Click Here
AGENDA OVERVIEW | Quick Link
Here’s a quick look at the event agenda, and a link to the full event agenda, details including start times for all sessions, confirmed speakers, and more
Wednesday, June 17, 2009
2:00pm – 5:00pm Plan Sponsor “Only” Intensive
7:00pm – 8:30pm General Welcome Reception
Thursday, June 18, 2009
7:30am – 3:45pm Plan Sponsor & Minority Manager Consortium
The Toigo Foundation’s 20th Anniversary Gala will be held at the Dorothy Chandler Pavilion in downtown Los Angeles. This is a separate event from the Consortium. You may purchase Toigo Gala tickets online. Transportation for Consortium attendees is available. Contact Mosaic Global Transportation.com at 800-398-7881 please reserve in advance.
Thursday, June 18, 2009
6:00 pm – 10:00 pm Toigo Foundation Gala
PARTICIPANT PROFILES | Quick Link
This year, the Consortium is “going green” and as part of that effort all profiles (speaker and participants) will be available online in PDF format only (profiles will not be distributed in hardcopy during the event).
SPOTLIGHT: Treasurers/Controllers
We’re pleased that three prominent Treasurers/Controllers will be participating in this year’s Consortium. Here’s a look at their background:
Kevin L. Boyce, Ohio Treasurer of State. Boyce joined the State of Ohio as Treasurer at the start of this year. Prior to his appointment as Treasurer, Boyce served eight years as a member of the Columbus City Council, of which the last three he was elected as President Pro Tempore and served as Chairman of the Public Finance Committee. During his tenure on Council in Columbus (the largest city in the country with a AAA Bond Rating from all three major bond rating agencies), he established a record of fiscal integrity, performance based budget practices, and oversaw the adoption of the city’s $1.3 billion dollar annual budget.
John Chiang, California State Controller. Elected in November 2006 to serve as California’s chief fiscal officer, Chiang oversees more than $100 billion in annual receipts and disbursements of public funds and serves as the state’s independent fiscal watchdog, using his broad audit authority to uncover fraud and abuse of taxpayer dollars and provide financial guidance to local governments. As Controller, Chiang serves on 76 state boards and commissions that significantly impact California’s economic health in areas such as development, employment, housing and the environment. He is the Chair of the Franchise Tax Board and the committee that provides financial oversight of California’s multi-billion dollar stem cell program. The Controller also serves on the State Lands Commission and is a trustee of CalPERS and CalSTRS, the nation’s two largest public pension funds. Chiang will provide opening remarks at the breakfast plenary session.
Stephanie D. Neely, Treasurer, City of Chicago. A native of Chicago from the Southside, Neely brings to the office of Treasurer of the City of Chicago over 20 years of financial services experience with leading investment banking institutions. Neely has a deep personal commitment to serving the city. As Treasurer, she is responsible for investing public dollars to insure the best return for taxpayers and will draw on her work in the fields of asset management, municipal and corporate finance. Neely was appointed as City Treasurer by Mayor Richard M. Daley in 2006, and won in the municipal election in February 2007.
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Professor Edward E. Leamer, PhD |
Alfred Osborne, Jr. PhD |
We’re pleased that the Plan Sponsor “Only” Intensive and Consortium attendees will benefit from the insights of two top business thinkers. During the Plan Sponsor "Only" Intensive, Professor Edward E. Leamer, PhD, will lead the Economic Report and Forecast. A respected business analyst, Leamer is Director of the UCLA/Anderson School of Management Business Forecast Project and serves as the Chauncey J. Medberry Professor of Management, Professor of Economics and Professor of Statistics at UCLA/Anderson. Professor Leamer will also be the featured luncheon speaker on June 18th at the Consortium. We’re also pleased that Senior Associate Dean Alfred Osborne, Jr. PhD of the UCLA Anderson School of Management will serve as facilitator of the Rethink & Reorient session during the June 17th Plan Sponsor-Only Intensive.
CONSORTIUM CHECK LIST
Here’s a recap of helpful information as you make your travel plans for the Consortium.
- Hotel. If you have not booked your lodging, please do so as soon as possible. The Consortium has extended the negotiated special rate of $325 for a room for our attendees at the SLS Hotel Los Angeles. To receive these rates, please call Starwood reservations at (800)-325-3589 or you can call the hotel directly at (310) 247-0400 by Wednesday, June 10, 2009. Be sure to mention you are attending the Plan Sponsor & Minority Manager Consortium.
- Transportation. Please contact Mosaic Global Transportation for your discounted transportation needs to and from the airport and/or to the Toigo Foundation Gala Event, contact www.MosaicGlobalTransportation.com at 800-398-7881
- Attire. Business Casual - Wednesday, June 17th (Plan Sponsor-Only and evening reception) and Business - Thursday, June 18th for the Consortium sessions.
- VIP Connect, bring together Value, Information and Partnership, takes place June 18th from 2:00-3:45pm and puts plan sponsors, consultants and fund of funds face to face with minority and emerging managers in productive, introductory meetings. If you registered to participate in VIP Connect you will receive an e-mail this week instructing you on how to login into the system and make meeting selections. In the system, you can view your schedule and make changes as often you like up until Monday June 15th at Noon EST deadline. Printouts of your schedule will be provided when you register/check-in at the event.
To select your sessions now, log on to Consortium’s online registration hub. Use your email address and your registration ID# to enter you attendee page. Click using the continue button at the bottom of the page. Once on the SESSIONS page, you can make your selections. If you have any questions regarding session selection or VIP Connect, please call Reggio Hearn at 510-628-0345.
We look forward to seeing you on June 17 – 18th for the Plan Sponsor-Only Intensive and the Plan Sponsor & Emerging Manager Consortium at the SLS Hotel in Beverly Hills, California. Safe travels.