SACRS FALL CONFERENCE 2016 PRESENTATIONS

 

TUESDAY, NOVEMBER 8, 2016

 


3:00PM - 5:00PM | Breakout Sessions

New Trustee Training & Advanced Trustee Training Combo
The Asset Allocation Game – Rat Pack Together Again
SACRS members will participate in an interactive game where they will allocate across asset classes to maximize for Sharpe Ratio and hit required rate of return.
SPEAKERS: Chris Hawkins & Todd Evans, JPMorgan Asset Mgmt.


Disability/Ops Breakout
Disability Retirement and Reciprocity: What’s Your System Paying? What Does Ours Owe?
The coordination of “benefits payable” if a member retires as a result of disability is often confusing. In this session, insight and clarity on the benefit limitations, case law, and collective issues will be presented.
SPEAKERS: Ashley Dunning, Nossaman LLP; Michael Calabrese, San Bernardino CERA




WEDNESDAY, NOVEMBER 9, 2016


 

 
9:00AM - 10:00AM | General Session
2016 Elections
Join us for an engaging facilitated discussion as our panel recaps the 2016 Presidential Elections.
SPEAKERS: Forrest Sawyer, Veteran Broadcast Journalist; Alex Wallace, AlexInc; and Gabriel Wisdom, American Money Management, LLC


10:30AM - 11:30AM | General Session
Election Result Implications for Private Markets, and Considerations for U.S. Public Pension Funds
As a former Deputy Assistant to the President for Domestic Policy during the Carter administration, The Carlyle Group Co-Founder, David Rubenstein, will share his views on the regulatory, legislative and potential economic impacts which U.S. Pension Funds should consider under the new administration.
SPEAKER: David Rubenstein, The Carlyle Group


11:35AM - 12:35PM | General Session
Transportation and Technology
SPEAKERS: Jim Madaffer, Madaffer Enterprises and Christine Kehoe, PEV Collaborative


2:00AM - 3:00AM | General Session
Outside the Box: The Power of Diversity
The Diversity Panel will address the impact that diversity in the boardroom has in the context of investing, fund performance and corporate governance.
SPEAKERS: Rosie Rios, 43rd U.S. Treasurer; Betty Tse, Alameda CERA; Linda Martinson, Baron Capital; and Malia Cohen, San Francisco ERS


3:15PM - 5:00PM | Breakout Sessions
Administrators
MODERATOR: David Nelsen, Alameda CERA

Affiliate
MODERATOR: Michael Bowman, Affiliate Committee Chair

Attorney
MODERATORS: Alan Blakeboro, Reicker, Pfau, Pyle & McRoy, LLP and Michael Calabrese, San Bernardino CERA

Disability
MODERATOR: Ricki Contreras, Los Angeles CERA

Accounting/Internal Auditors
SPEAKERS: David Holland, Cheiron, Inc.; Julie Underwood, San Bernardino CERA; Margo Allen, Alameda CERA; and Robert Griffin, Williams Adley & Co.
MODERATOR: Harsh Jadhav, Alameda CERA

Investment
SPEAKER: Yuliya Oryol, Nossaman LLP
MODERATOR: Steve Marsh, Sonoma CERA

Ops/Benefits
MODERATOR: Sandra Duenas-Cuevas, Alameda CERA

Safety
SPEAKER: Tracy Towner, Ventura CERA

Trustee
SPEAKER: Sam Austin, FIS Group




THURSDAY, NOVEMBER 10, 2016


 

 
9:00AM - 10:00AM | General Session
Making the Most When Markets are Giving you the Least
In the current historically low expected return environment for traditional 60/40 portfolios, Cliff Asness shares his views on AQR’s 5% solution.
SPEAKER: Cliff Asness, AQR Capital Management

10:35AM - 11:35AM | General Session
How Can America Dominate an Entirely Transformed World?
The United States has a new President-elect, and it will not be business as usual for the new leader. Or for anyone else. The global strategic architecture has been transformed, so the US faces a very different world with very different challenges than ever before. And driving many of the coming changes will be the peaking and massive and uneven decline of global population numbers, hitting first at developed economies. This is accompanied by transnational migratory surges and urbanization. All of this dramatically impacts economies and planning, and the ability to pay for, among other things, national security and strategic projection, the key ability of the US to dominate global markets. And all of this also impacts issues of sovereignty and the cohesion of societies, causing a major reflexive withdrawal into intensified nationalism. So the new US Administration will not be able to let the machinery of state just continue as before; the challenges and opportunities will be totally new, as will the technologies … if we can afford them.
SPEAKERS: Greg Copley, Author

11:40AM - 12:40PM | General Session
Annual System Comparison
SPEAKERS: Marcia Beard and Spencer Hunter, RVK, Inc.


2:00PM - 3:00PM | Concurrent Sessions
SESSION A
The Cost of Fiduciary Business

Monitoring and controlling costs is a primary fiduciary responsibility for all funds and trusts. In this survey, Callan compares the costs of administering and operating funds and trusts across all types of tax-exempt and tax-qualified organizations in the U.S. We identify practices and trends to help institutional investors manage expenses.
SPEAKER: Jim Callahan, Callan Associates

SESSION B
Compliance – What Is It? The Role and Value of a Compliance Officer
SPEAKERS: Wrally Dutkiewicz, Contra Costa CERA and Marlene Timberlake D’Adamo, CalPERS

SESSION C
Courageous Leadership: Unconscious Bias and Emotional Intelligence
Attendees will discuss ways to enhance your leadership effectiveness through a better understanding of the impact of biases on business and talent decisions and how greater emotional intelligence is one of the keys to success. Research has shown that this can be a direct link between greater emotional intelligence
capabilities and leadership performance for navigating complex and diverse organizational relationships. This session will increase your knowledge and awareness of why it is essential for leaders to mitigate bias and to promote emotional and cultural intelligence as an essential skill for everyone. (This session is being presented twice, attendees should attend only one session.)
SPEAKER: Shawna Ferguson, Wellington Management


3:30PM - 4:30PM | Concurrent Sessions
SESSION A
SACRS 2016-2017 Legislative Update
SPEAKERS: Richard Stensrud, Legislative Committee Chair; Jim Lites, SACRS Consultant; Mike Robson & Trent Smith, SACRS Lobbyist

SESSION B
What Are Those Actuaries Up To Now!?!
The Actuarial Standards Board is considering major – and controversial – changes to the actuarial funding and disclosure requirements that apply to the 1937 CERL systems. In this session two actuarial industry leaders provide an up-to-the-minute insider report on what to expect from the actuarial rule makers – and how it could affect your plans and stakeholders.?
SPEAKERS: Paul Angelo, Segal Consulting and Bill Hallmark, Cheiron Inc.

SESSION C
Courageous Leadership: Unconscious Bias and Emotional Intelligence
Attendees will discuss ways to enhance your leadership effectiveness through a better understanding of the impact of biases on business and talent decisions and how greater emotional intelligence is one of the keys to success. Research has shown that this can be a direct link between greater emotional intelligence
capabilities and leadership performance for navigating complex and diverse organizational relationships. This session will increase your knowledge and awareness of why it is essential for leaders to mitigate bias and to promote emotional and cultural intelligence as an essential skill for everyone. (This session is being presented twice, attendees should attend only one session.)
SPEAKER: Shawna Ferguson, Wellington Management


FRIDAY, NOVEMBER 11, 2016


 

8:30AM - 9:30AM | General Session
New Regimes for a Changed World

Political regimes and monetary policy regimes undergoing vast change are opening up new challenges and opportunities. Successful investing will mean throwing out old models and modes of analysis for good. For the first time, economists, investors, politicians and central bankers – all at the same time – understand that market fundamentals of the past will not return. It matters a great deal who becomes President, especially when old paradigms are disappearing.
SPEAKER: Steve Malin, Allianz Global Investors

 
 
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