7:30am – 8:30am
Breakfast
8:30am – 8:35am
Opening Remarks
8:35am – 8:45am
Conference Chairperson Opening Remarks
David Tice
President
David W. Tice & Associates, LLC
8:45am – 9:15am
Fireside Chat
William D. Lee
VP, Pensions & Foundation Investments & Chief Investment Officer
Kaiser Permanente
Interviwed by:
Cheryl Casone
Anchor
FOX Business Network
9:20am – 10:00am
“Alternative Investor Roundtable: The Elements of Portfolio Construction”
Panel Discussion
Moderator:
Patrick Reinkemeyer
President
Morningstar Associates, LLC
Panelists:
John E. Buehler, Jr.
Managing Partner
Energy Investors Funds
Margaret Lindsay
Chief Investment Officer
Victory Capital Management, Inc.
Steve D. McMellon P.g.D (Copyright) Law, C.T.A (Fellow)
Managing Director
First State Media Group
and
Chief Executive Officer
S1 Songs Group & State One Music
Praveen Sahay
Founder and Managing Director
WAVE Capital Partners
10:05am – 10:35am
"Overview of the Financial Crisis- Its Cause and Ramifications"
David Tice
President
David W. Tice & Associates, LLC
10:35am – 11:05am
Coffee Break
11:05am – 11:20am
"The Strategic Case for Investing in Gold"
Thought Leadership Spotlight Presented by World Gold Council
Natalie Dempster
Head of Investment, North America
World Gold Council
11:20am - 11:25am
Introducing Jeff Pippin:
Clifford A. Booth
President & Chief Executive Officer
Westmount Realty Capital, LLC
11:25am – 11:55am
"Endowments: Taking a Long-Term View in a Short Term World"
Jeff Pippin
Senior Vice President for Investments & Chief Investment Officer
Pepperdine University
12:00pm – 12:15pm
"Investing in Climate Change"
Thought Leadership Spotlight Presented by DB Advisors
Mark Fulton
Managing Director, Global Head of Climate Change Investment Research
Deutsche Asset Management
12:15pm – 1:15pm
Lunch
1:15pm – 1:55pm
“Has Investing In Life Insurance Settlements Come of Age?”
Panel Discussion Presented by Insurance Studies Institute
Moderator:
Paul Siegert
President & CEO
Insurance Studies Institute
Panelist:
Bradley C. Geer
Managing Director
Houlihan Lokey
Antony R. Mott
Managing Director – Structured Insurance Products
ICAP Capital Markets
Jon Sabes
President and CEO
Insurance Strategies Fund, LLC
and
President and CEO
GWG Life Settlements, LLC
2:00pm – 2:30pm
"Global Pension Governance"
Roberta Bixhorn
Head of Retirement Benefits VP, Compensation & Benefits
Owens-Illinois, Inc. Master Retirement Trust
2:35pm – 3:05pm
Kirk Belsby
Vice President for Endowment
Kamehameha Schools
3:05pm – 3:35pm
Coffee Break
3:35pm – 4:05pm
"130-30 Strategies: Capturing Alpha and Beta Simultaneously"
Geoffrey Gerber, Ph.D.
Chair of Investment Committee and Member of Board of Directors
Burroughs Wellcome Foundation
4:10pm – 4:40pm
"The Next Wave in Effective Green Investments"
Russell Read, Ph.D., C.F.A.
Former Chief Investment Officer
CalPERS- California Public Employees' Retirement System
4:45pm – 5:15pm
"Implications of Portfolio Construction if There Was No Alpha"
Nathan Fischer
Chief Investment Officer
Lumina Foundation for Education
5:20pm – 5:25pm
Closing Remarks
5:25pm – 6:25pm
Closing Reception
*Please note agenda is subject to change
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