Tuesday, September 2 | ||||
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Golf Outing | |||
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Sponsor Reception |
Wednesday, September 3 | ||||
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Registration Opens | |||
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General Conference Welcome Kim McDaniel & Rick Rodgers |
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Understanding Economic Indicators Katie Sauer, PhD, University of Colorado |
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Active vs. Passive Management – A Yale Study Oppenheimer |
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Lunch On Your Own |
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Investing Fundamentals for Every Trustee Rick Rodgers, CPPC |
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New Frontier Due Diligence for Liquid Alternatives Natixis |
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Coffee Break | |||
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A Plan Sponsors Roadmap to Healthy Participant Retirements Jared Martin, ICMA-RC |
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Keys to Plan Compliance – Know the Pitfalls and How to Avoid Them Bob Architect, VALIC |
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Dinner – S’mores and (S)More Rick Sponsored by Milliman Casual Attire: Shorts, T-shirts, Sandals |
Thursday, September 4 | ||||
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Buffet Breakfast | |||
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Trends and Outlook in Stable Value and Other Capital Preservation Alternatives PIMCO |
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Managing the Due Diligence Process Rick Rodgers, CPPC |
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Coffee Break | |||
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Why Allocate to Emerging Markets Small Cap Margaret Lindsay, Victory Capital Management |
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The Employment Experience and Retirement Expectations of State and Local Government Employees Paul Yakoboski, TIAA-CREF |
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Lunch On Your Own |
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The Future of Employee Benefits Mass Mutual |
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Custom Portfolios Gordon Tewell & Rick Rodgers, Innovest |
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Coffee Break | |||
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What is Alternative About Fixed Income Christopher Dunne, Arrowpoint Partners |
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Cocktails | |||
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Dinner / Speaker Robert O. Wray, Jr., PE – Rear Admiral, USN (ret) |
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John M. Sopranuk Award and Trivia Rick Rodgers, CPPC |
Friday, September 5 | ||||
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Breakfast Buffet | |||
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Investing in US Energy Independence Goldman Sachs |
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Guide to Retirement Kevin Morgan, JP Morgan |
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Coffee Break | |||
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Analysis of Investor Behavior Columbia |
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Washington Update Marilyn Collister, Great West Financial |
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Conference Adjourns |
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