2013 Summit Presentations

19th National Pension & Institutional Investor Summit

Tuesday, November 19, 2013

Program Agenda


8:15AM - 9:00AM Breakfast Buffet and Registration

9:00AM - 9:15AM Welcome and Introductions

19th2Speaker RobinWehbePic9:15AM - 10:00AM Kickoff Speaker
     "Natural Resource Equities, The Ideal Inflation Hedge"
     Robin Wehbé, The Boston Company

 10:00AM - 10:40AM Panel Discussion: Private Equity
     Is the return worth the risk? Can private equity provide higher returns without significantly increasing risk?


10:40AM - 10:55AM Networking Break

10:55AM - 11:45AM Panel Discussion: Hedge Funds
     Can they provide an alternative to fixed income?
     Can hedge funds provide some of the risk reduction and diversification previously provided by fixed income?


11:45AM - 12:30PM Breakout Sessions
     Public Plans: Discuss benefit cuts by courts or board and new Texas Trustee Training requirements.


     Corporate Plans: Measuring Success in a Defined Contribution Plan.


     Foundation/Endowments: Discuss payout strategies, fund comparisons, and other issues.


19th6SpeakerCharlesRuffePic12:30PM - 1:50PM Luncheon Speaker
     "The De-Risking Imperative" Charlie Ruffel, Kudu Advisors
     Asset-owners have changed in ways scarcely conceivable five years ago.
     Charlie Ruffel, formerly the founding editor of PLANSPONSOR and now a managing partner at Kudu Advisors,
     will address some of the drivers now impacting institutional asset management strategies.

  1:50PM - 2:55PM Panel Discussion: Emerging Markets & Global
     What strategies are working? What happened to global and emerging markets?
     Expectations exceeded reality, but what now?


2:55PM - 3:10PM Networking Break


3:10PM - 3:40PM Afternoon Speaker
     "Today's Imvestment Thesis for Floating-Rate Loans"
     Dan Norman, ING Investment Management

 3:40PM - 4:45PM Panel Discussion: Fixed Income
     What is the strategy for a rising yield environment?
     What investment strategies for the fixed income allocation work well with rising interest rates?


 4:45PM - 5:00PM Closing

5:00PM - 6:00PM Networking Reception