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8:00am - 8:55am
Breakfast
8:55am - 9:00am
Opening Remarks
9:00am - 9:30am
Timothy P. Cahill
State Treasurer & Receiver General
COMMONWEALTH OF MASSACHUSETTS
9:35am - 9:50am
Thought Leadership Spotlight
Presented by FAMCO
“Strategy Dominates Tactics: A Top-Down Macroeconomic Approach”
Session Description:
A Fundamentally Changed Investment Environment: The secular bull market of 1982 to 2007 was fueled by generally declining interest rates and increasing financial leverage. In this era, flexible, top-down investment approaches lost favor. It was easier for fund sponsors to adopt rigid, stylized approaches and simply ride the bull market to success.
In this session, broad vision and flexibility will be discussed, as these are the keys to outperforming over time and under different market conditions. This approach assesses prevailing business and economic conditions, then determines what areas, sectors and securities are best positioned to benefit.
Wiley Angell
President and CEO
FAMCO
9:55am - 10:35am
Panel Discussion
“Investment Opportunities in the Energy and Infrastructure Sectors”
Moderator:
Mark O'Hare
Managing Director
Preqin
Panelists:
Peter Johnston
Managing Director
Macquarie Funds Group
Rodney Lake
Senior Investment Analyst
The George Washington University
Vanessa Melendez
Director for Investments
University System of Maryland Foundation
Abel Mojica
Head of Corporate Development
Tortoise Capital Advisors
10:35am - 11:10am
Coffee Break
11:10am - 11:40am
Panel Discussion presented by Presented by ProShare Advisors
“Innovations in Equity Strategies: The Next Stage in the Beta/Alpha Evolution and Debate”
Session Description:
Equity allocations carry beta (and alpha) risk with the expectation of long-term returns that warrant their prominent place in institutional portfolios. Recently risk has been the headline, but focus is turning again to the appropriate mix of beta and alpha in equity holdings, liquidity characteristics, portfolio construction (130/30 vs. long-only), and approaches to stock selection (quantitative vs. fundamental). Topics addressed include the current landscape for quantitative equity factors and strategies, the evolution of alpha as distinct from beta factors, tradeoffs in using indexed approaches to active investing compared to active mandates, and the role of indexed strategies that contain “structured alpha” as the new benchmarks for active equity allocations.
Moderator:
Joanne Hill
Head of Investment Strategy
ProShares
Panelists:
Jasmina Hasanhodzic
Research Scientist
AlphaSimplex Group, LLC
Pankaj Patel
Managing Director
Credit Suisse
11:45am - 12:25pm
“Corporate Pension Fund Roundtable”
Moderator:
Kevin Ley
Associate Editor
Private Equity International
Panelists:
Susan Carson
Director of Pension Management
Consolidated Edison
David Wiederecht
Trustee, GE Pension Trust
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President - Investment Strategies, GE Asset Management
*This session is off the record
12:30pm - 12:45pm
Thought Leadership Spotlight
Presented by World Gold Council
“The Strategic Case for Investing in Gold”
Juan Carlos Artigas
Investment Research Manager
World Gold Council
12:45pm - 1:45pm
Lunch
1:45pm - 2:15pm
Anthony Grillo
Investment Committee Chair
Rutgers University Foundation
2:20pm - 3:00pm
“Investor Outlook Roundtable”
Moderator:
Michael Maiello
Editor of Intelligent Investing
Forbes
Panelists:
Les Brun
Board of Directors
University of Buffalo Foundation
Jeffrey Heil
Chief Investment Officer
Doris Duke Charitable Foundation
Joseph Paoloni
Director-Pensions, Trusts & Investments
CIBA Specialty Chemicals
John Perkins
Chairman
City of Boston Pension Fund
3:00pm - 3:30pm
Coffee Break
3:30pm - 4:10pm
Panel Discussion
“A Discussion of Asset Allocations”
Moderator:
Michael Maiello
Editor of Intelligent Investing
Forbes
Panelists:
Elaine Chan
Senior Investment Analyst
Robert Wood Johnson Foundation Endowment Fund
John Luthi
Investment Analyst
Bucknell University Endowment
Caleb Sevian
Portfolio Manager
University of Colorado Foundation
Leroy Wall
Executive Director, Global Head of Alternative Investment Portfolio Administration
J.P. Morgan
4:15pm - 4:45pm
“Endowments: Taking a Long-Term View in a Short Term World”
Jeff Pippin
Senior Vice President & Chief Investment Officer
Pepperdine University
4:45pm - 4:50pm
Closing Remarks
4:50pm - 5:50pm
Closing Reception
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