8:15am – 9:15am

Breakfast

9:15am – 9:20am

Argyle Executive Forum Opening Remarks

9:20am – 9:30am

Chief Content Officer Opening Remarks

Nathan Fischer 
Former Chief Investment Officer 
The Lumina Foundation 

9:30am – 10:15am

“Current Trends and Concerns For Institutional Investors”

Mark Yusko 
Chief Executive Officer & Chief Investment Officer 
Morgan Creek Capital Management, LLC 

Session topics include, but are not limited to:

• Spotlight on Emerging Markets for investors, what do you need to know?
• Outlook for the relationship between GP/LP’s in the coming months. How has it changed thus far, and how will it continue to develop?
• A look at the impact of Washington on the investment environment for Endowments, Foundations and Pension Funds. 

10:20am – 10:50am

Thought Leadership Spotlight 
Presented by World Gold Council

"The Strategic Case for Investing in Gold"

Speakers:

Juan Carlos Artigas 
Investment Research Manager 
World Gold Council 

Dr. Martin Murenbeeld, BSc., MSc., PhD
Chief Economist 
DundeeWealth Inc.

Session topics include, but are not limited to:

• Recent comments have been made that gold is the ultimate asset bubble. What’s your response to this outlook, and what are the arguments for holding/selling in view of that?
• What role can investing in the Gold play within a portfolio to alleviate investors concerns about inflation?
• How can investors successfully go about accessing the gold market? What vehicles and strategies are preferable and how should they be approached by a first time investor?

10:50am – 11:20am

Coffee Break 

11:20am – 12:00pm

Panel Discussion

“Investing in Alternatives”

Session topics include, but are not limited to:

• A discussion of the various definitions of “alternatives”: what constitutes an alternative asset and for whom?
• Macro view of how investors are structuring their programs to make the most of investments in alternatives.
• A look at how to successfully access the hedge fund market using quantitative strategies as a means to reduce volatility and potential draw-downs.
• What are the most pertinent concerns for first time investors in alternatives, and how can they be navigated?

Moderator:

Chris Palmeri
Reporter 
Bloomberg News

Panelists: 
Michael Beblo 
Director of Private Equity 
Alfred I. duPont Testamentary Trust

John Gruber 
Managing Director, Head of Global Product Management, Performance & Risk Analytics 
BNY Mellon Asset Servicing

Lisa Mazzocco 
Chief Investment Officer 
Los Angeles County Employees Retirement Association

Jorge Mariscal 
Partner and Director of Investment Research 
The Rohatyn Group 

12:05pm – 12:20pm

Thought Leadership Spotlight 
Presented by Barclays Capital

"The Need To Think Different: Leveraging Investment Banks To More Efficiently Manage Portfolios"

Johnny Wu 
Managing Director, Head of Institutional Coverage Group, Investor Solutions Americas 
Barclays Capital 

Session topics include but are not limited to:

• Accessing world class research
• Effectively implementing tail hedging programs
• Working with banks to manage liquidity using swaps
• Sourcing low cost "Hedge Fund Alpha"

12:25pm – 12:55pm

"New Approaches to Risk Management"

Jeffrey Scott 
Chief Investment Officer 
Alaska Permanent Fund 

Session topics include, but are not limited to:

• A look at a risk-factor approach to asset allocation
• Successfully using a multi-dimensional risk monitoring dashboard.
• Taking a more active approach to risk budgeting. 

12:55pm – 1:55pm

Lunch 

1:55pm – 2:35pm

Panel Discussion

"Investor Outlook Roundtable"

Session topics include but are not limited to:

• Given the changes in the markets since 2008 there are new potential opportunities. What do you see as the most significant new opportunities that you perhaps wouldn’t have considered a year ago?
• What’s your outlook on the credit markets and the federal government's pressure on the banking industry to loosen credit to small businesses and where commercial real estate valuations are headed and what impact that will have in relation to your organization?
• What’s your opinion on the time frame for the end of the recession, are you planning for the end of 2010 or beyond? And based on that prediction, what strategies are you focusing on for the coming 12 months, and which are you moving away from and why? 

Moderator:

Betsy Zeidman 
Director, Center for Emerging Domestic Markets Research Fellow 
Milken Institute

Panelists: 
John Dysland
Chief Financial Officer
Woodrow Wilson International Center for Scholars

Timothy J. Gramatovich CFA 
Chief Investment Officer 
Peritus Asset Management

Robert Neal
Associate Professor of Finance - Kelley School of Business
Indiana University

2:40pm – 3:20pm

Panel Discussion

“Recession Survival Guide”

Session topics include but are not limited to:

• A look at inflation protection. How do you predict it will affect your portfolio and how should investors be prepared for that?
• Managing Board relationships; looking at how to deal with the Board in adverse conditions, with more uncertainty than ever before.
• Perspectives on the effect of the downturn on spending, and how portfolio construction can affect spending.

Moderator:

Betsy Zeidman 
Director, Center for Emerging Domestic Markets Research Fellow 
Milken Institute

Panelists: 
Allen C. Meadors, Ph.D. FACHE
President
The University of Central Arkansas

Stuart Odell 
Assistant Treasurer Director, Retirement Investments 
Intel Corporation 

Geetha Thomas 
Chief Financial Officer 
Cal State Northridge Foundation

Lincoln K. Walworth 
Director - Investments 
AAA Northern California, Nevada & Utah

3:25pm – 3:55pm

“Corporate Fund Outlook”

Kenneth J. Frier 
Chief Investment Officer 
Hewlett-Packard Company

Session topics include but are not limited to:

• A look at HP’s experience in aligning investment risk to liabilities and avoiding downside risk in the defined benefit plan portfolio
• Overview of how corporate pension strategies/concerns differ from those of E&F’s, as well as how typical approaches used in both corporate and E&F environments for asset allocation and risk management might be improved.

*This session is off the record.

3:55pm – 4:05pm

Chief Content Officer Closing Remarks 

Nathan Fischer 
Former Chief Investment Officer 
The Lumina Foundation 

4:05pm – 4:10pm

Argyle Executive Forum Closing Remarks 

4:10pm – 5:10pm

Closing Reception