| 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 |
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| 10:10 am – 11:00 am |
Understanding Economic Indicators Katie Sauer, PhD, University of Colorado |
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| 11:00 am – 11:50 am |
Active vs. Passive Management – A Yale Study Oppenheimer |
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| 11:50 am – 1:30 pm |
Lunch On Your Own |
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| 1:30 pm – 2:20 pm |
Investing Fundamentals for Every Trustee Rick Rodgers, CPPC |
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| 2:20 pm – 3:10 pm |
New Frontier Due Diligence for Liquid Alternatives Natixis |
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| 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 |
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| 4:20 pm – 5:10 pm |
Keys to Plan Compliance – Know the Pitfalls and How to Avoid Them Bob Architect, VALIC |
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| 6:30 pm – 10:00 pm |
Dinner – S’mores and (S)More Rick Sponsored by Milliman Casual Attire: Shorts, T-shirts, Sandals |
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| 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 |
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| 9:20 am – 10:10 am |
Managing the Due Diligence Process Rick Rodgers, CPPC |
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| 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 |
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| 11:10 am – 12:00 pm |
The Employment Experience and Retirement Expectations of State and Local Government Employees Paul Yakoboski, TIAA-CREF |
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| 12:00 pm – 1:30 pm |
Lunch On Your Own |
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| 1:30 pm – 2:20 pm |
The Future of Employee Benefits Mass Mutual |
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| 2:20 pm – 3:10 pm |
Custom Portfolios Gordon Tewell & Rick Rodgers, Innovest |
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| 3:10 pm – 3:30 pm |
Coffee Break | |||
| 3:30 pm – 4:20 pm |
What is Alternative About Fixed Income Christopher Dunne, Arrowpoint Partners |
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| 6:30 pm – 7:00 pm |
Cocktails | |||
| 7:00 pm – 8:00 pm |
Dinner / Speaker Robert O. Wray, Jr., PE – Rear Admiral, USN (ret) |
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| 8:00 pm – 9:00 pm |
John M. Sopranuk Award and Trivia Rick Rodgers, CPPC |
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| Friday, September 5 | ||||
| 7:30 am – 8:30 am |
Breakfast Buffet | |||
| 8:30 am – 9:20 am |
Investing in US Energy Independence Goldman Sachs |
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| 9:20 am – 10:10 am |
Guide to Retirement Kevin Morgan, JP Morgan |
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| 10:10 am – 10:30 am |
Coffee Break | |||
| 10:30 am – 11:20 am |
Analysis of Investor Behavior Columbia |
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| 11:20 am – 12:20 pm |
Washington Update Marilyn Collister, Great West Financial |
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| 12:30 pm |
Conference Adjourns | |||
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