Past Conferences – 2014


Tuesday, September 2
1:30 pm Golf Outing
6:00 pm Sponsor Reception

 

Wednesday, September 3
8:30 am – 10:00 am Registration Opens
10:00 am – 10:10 am General Conference Welcome
Kim McDaniel & Rick Rodgers
10:10 am – 11:00 am Understanding Economic Indicators
Katie Sauer, PhD, University of Colorado
11:00 am – 11:50 am Active vs. Passive Management – A Yale Study
Oppenheimer
11:50 am – 1:30 pm Lunch
On Your Own
1:30 pm – 2:20 pm Investing Fundamentals for Every Trustee
Rick Rodgers, CPPC
2:20 pm – 3:10 pm New Frontier Due Diligence for Liquid Alternatives
Natixis
3:10 pm – 3:30 pm Coffee Break
3:30 pm – 4:20 pm A Plan Sponsors Roadmap to Healthy Participant Retirements
Jared Martin, ICMA-RC
4:20 pm – 5:10 pm Keys to Plan Compliance – Know the Pitfalls and How to Avoid Them
Bob Architect, VALIC
6:30 pm – 10:00 pm Dinner – S’mores and (S)More Rick
Sponsored by Milliman
Casual Attire: Shorts, T-shirts, Sandals

 

Thursday, September 4
7:30 am – 8:30 am Buffet Breakfast
8:30 am – 9:20 am Trends and Outlook in Stable Value and Other Capital Preservation Alternatives
PIMCO
9:20 am – 10:10 am Managing the Due Diligence Process
Rick Rodgers, CPPC
10:10 am – 10:20 am Coffee Break
10:20 am – 11:10 am Why Allocate to Emerging Markets Small Cap
Margaret Lindsay, Victory Capital Management
11:10 am – 12:00 pm The Employment Experience and Retirement Expectations of State and Local Government Employees
Paul Yakoboski, TIAA-CREF
12:00 pm – 1:30 pm Lunch
On Your Own
1:30 pm – 2:20 pm The Future of Employee Benefits
Mass Mutual
2:20 pm – 3:10 pm Custom Portfolios
Gordon Tewell & Rick Rodgers, Innovest
3:10 pm – 3:30 pm Coffee Break
3:30 pm – 4:20 pm What is Alternative About Fixed Income
Christopher Dunne, Arrowpoint Partners
6:30 pm – 7:00 pm Cocktails
7:00 pm – 8:00 pm Dinner / Speaker
Robert O. Wray, Jr., PE – Rear Admiral, USN (ret)
8:00 pm – 9:00 pm John M. Sopranuk Award and Trivia
Rick Rodgers, CPPC

 

Friday, September 5
7:30 am – 8:30 am Breakfast Buffet
8:30 am – 9:20 am Investing in US Energy Independence
Goldman Sachs
9:20 am – 10:10 am Guide to Retirement
Kevin Morgan, JP Morgan
10:10 am – 10:30 am Coffee Break
10:30 am – 11:20 am Analysis of Investor Behavior
Columbia
11:20 am – 12:20 pm Washington Update
Marilyn Collister, Great West Financial
12:30 pm Conference Adjourns

 

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