SACRS Conference Info

PAST CONFERENCES

SACRS Spring Conference 2012
May 8 – 11, 2012
The Resort at Squaw Creek
 Lake Tahoe, CA

ATTENDEE LIST

SACRS Presentations

New Trustee Training Workshop - Ira Summer, Public Pension Professionals
Ethics Training - Ashley Dunning & Michael Toumanoff, Manatt, Phelps & Phillips
Advance Trustee Training - Ian Lanoff, Groom Law Group
Disability Workshop: Role of the Medical Advisor - Ricki Contreras, LACERA; Dr. Charles Fracchia, Medical Advisor; Diana Ruiz, Sacramento CERS; Barbara Hannah, SBCERA
Update and Opportunities in Credit Markets - Stephen Siderow, BlueMountain Capital
European Market: The Euro's Rocky Road - Mike Rosborough, CalPERS
Attorney's Breakout - Harvey Leiderman, Reed Smith LLP
Internal Auditors - Eric Berman, Brown Armstrong; Robert Griffin, Williams Adley & Co.
Investment Roundtable - Scott Sommerville, MaplesFS
Alternative Thinking about Investments for Public Fund Investors - Mark Yusko, Morgan Creek Capital Mgmt.
Solving the Retention/Hiring Issuses facing SACRS Systems - Steve Rice, Crowell Moring; Richard Averett, Regional Govt. Services Authority
Investment-Real Assets: Have a Real Place in your Portfolio - Doug Anderson, Gregory W. Group; Jens Peers, Klienwort Benson Investors
Health Care Reform & Retirees - Jerry Healy & Ju Anderson, Kennan & Associates
Navigating the Complexities of Alternatives: An Operational Perspective - David Sancewich, Pension Consulting Alliance; James Perry, SBCERA; Rajiv Mathur, State Street Alternatives Investment Analytics; Hildebrando Izquierdo, State Street Alternatives Investments Group
Goodbye ARC - Funding Policy in a Post-GASB World - Paul Angelo, Segal Co.; Graham Schmidt, EFI Actuaries
SACRS Legislative Update - Richard Stensrud, Committee Chair; Trent Smith, Edelstein Gilbert Robson & Smith
Financial-Endowments-Risk - Mike Rosen, Angeles Advisors 

 SACRS Fall Conference 2011
November 15 – 18, 2011
The Westin South Coast Plaza
Costa Mesa, CA

 SACRS Presentations

New Trustee Training Workshop - Ira Summer, Public Pension Professionals
America at the Crossroads - Anthony Scaramucci, SkyBridge Capital
What is Risk in 2012 - Allan Emkin, Pension Consulting Alliance, Inc.
DB Strategies - Hank Kim, NCPERS
What the Proposed GASB Pension Standards Mean to 37 Act Systems  - Eric Berman, Brown Armstrong
Risk Assessment and Fraud - Robert Griffin, Williams Adley & Co.
AICPA Audit Committee Tool Kit - Eric Berman, Brown Armstrong
Public Pension Investment Mgmt. Program - John O'Brien, UC Berkeley Hass School
Annual Review of SACRS System Investment Performance - RV Kuhns
Risk Allocations - Max Giolitti, Wurts & Associates
Slight Depressison - Van Hoisington, Hoisington Investment Mgmt. Co.
Vested Rights - Harvey Leiderman, Reed Smith
Currency: The Tail that Wags the Dog - Jeppe Ladekarl, First Quadrant, L.P.
Building a Virtual Relationship with Your Members - Mike Heale, CEM Benchmarking Inc.
2011 CA Pension Legislation - Jim Lites, Schott & Lites

  SACRS Public Pension Investment 
Management Program 2011
 July 11 – 13, 2011
UC Berkeley Hass School of Business
Berkeley, CA

Thank you to our generous sponsors for pledging their support for

SACRS UC Berkeley Public Pension Investment Mgmt. Program 2011!

  Program Sponsors

SACRS Spring Conference 2011

May 10 – 13, 2011
Fess Parker's Doubletree Resort
Santa Barbara, CA

 SACRS Presentations

 Disability Workshop - Diana Ruiz, Sacramento CERS; Alan Blakeboro, Santa Barbara CERA; Jim Castranova, Los Angeles CERA

A Tale of Two Styles - Bob Maynard, IPERS & Lee Partridge, San Diego CERA

Real Estate Investment Trends - Geoffrey Dorhmann, Institutional Real Estate

Keynesian Economist - Paul Kasriel, Northern Trust

The Landscape of Debt Opportunities - George Siguler, Siguler Guff & Company

Private Equity Outlook - Eric Petroff, Wurts & Associates; Tom Keck, StepStone Group

Pension Valuation Actuaries vs. Academics - Graham Schmidt, EFI Actuaries; Thomas Gilbert, UC Berkeley

Clean Teach - Ian Simm, Impax Asset Mgmt.; Rhea Hamilton, SAM Private Equity; Mark Sampson, Energy Finance Company
 

Handouts for Wednesday General Session - Regulations

Panel: Tom Hickey, Hank Kim, Ashley Dunning

NCPERS SEC Release No. 34-63576

President's FY 2012 Budget

The Washington Post

Path to Prosperity FY 2012

 Normal Retirement Age

SACRS Symposium 2011

March 16, 2011
Hyatt Regency Huntington Beach
Resort & Spa
Huntington Beach, CA 

SACRS Handouts

  AB 1584

AB 1743

California FPPC Advice Letters

Request for Advice - Placement Agents

Sample CalPERS Placement Agent Disclosure Form

Sample Placement Agent Policy Disclosure

Summary of CA Placement Agent Laws

   SACRS Fall Conference 2010
 November 9 – 12, 2010
Sheraton Universal Hotel
Universal City, CA

   SACRS Presentations 

New Trustee Training - Lance Kjeldgaard, Law Office of Kjeldgaard; Christie Porter, San Bernardino CERA; Bob Palmer, SACRS

US in the Geopolitics of the Second Decade - Harm De Blij, Michigan State

Analysis of 09/10 CA Placement Agents Laws, Placement Agents Disclosure Laws, New SEC Rule 206 - Harvey Leiderman, Reed Smith

Recent Developments in Securities Litigation - Nicholas Blair, BLB&G

Spotting Malingering - Dr. Perry Maloff

Finance, Accountants & Internal Auditors - Richard Green, Macias Gini & O'Connell

Annual System Comparison - Tom Lightvoet, Mercer

CIO Panel: Behind the Numbers - Lisa Mazzocco, LACERA; Don Pierce, San Bernardino CERA; Lee Partridge, San Diego CERA

Municipal Bankruptcy - Harvey Leiderman, Reed Smith

What the GASB changes will mean to the public sector - Paul Angelo, Segal Co.

SACRS Legislative Update - Mike Robson & Trent Smith, Eldenstein, Gilbert, Robson & Smith; Jim Lites, Schott & Lites

Hedge Fund Discussion - Laura Mariano, Aksia

Distressed Commercial Real Estate - Jim Corl, Siguler Guff

Risk Management - Karyn Williams, Wilshire & Associates 

SACRS Public Pension Investment
Management Program 2010
August 9-11, 2010
UC Berkeley Haas School of Business
Berkeley, CA

Thank you to our generous sponsors for pledging their support for

SACRS UC Berkeley Public Pension Investment Mgmt. Program 2010!

  Program Sponsors 

SACRS Spring Conference 2010

May 11 - 14, 2010
Marriott Newport Beach Hotel & Spa
Newport Beach, CA
SACRS Presentations

Disability 101: Getting Back to Basics - Shari Altmark & Richard Schlosser, LACERA; Leanne Malison, TCERA

Retirement at the Tipping Point: New Funding, New Timing, New Purpose - David Baxter, Age Wave

Affiliate: Pay to Play - John Libby, Manatt, Phelps & Phillips

Counsel - Harvey Leiderman, Reed Smith

Future of Retirement Plan Design for Public Employees - Kim Nicholl, Price Waterhouse Coopers

Federal Legislative Update - William Ackerman, Klausner & Kaufman; Tom Hickey, Foley & Lardner

Actuary 202 - Karen Steffen, Milliman; Rick Roeder, Roeder Financial

Real Estate - Drew Fung, RREEF

ACERA Benchmarking Survey - Kathy Foster, ACERA

SACRS Fall Conference 2009

November 10 - 13, 2009
Westin South Coast Plaza
Costa Mesa, CA
SACRS Presentations

New Trustee Training 101 - Bob Palmer, SACRS Interim Executive Director

Public Pensions Actuarial 101 - Paul Angelo, The Segal Co.

Disability Workshop:Rebutting the Presumptions - Marvin Pietruska, M.D.; Diana Ruiz, Sacramento County; Annette Paladino, Santa Barbara County

Where is the Economy Headed? - Robert Heller, Former Governor, Federal Reserve Board

Administrator Breakout: Lucinda Ward, VSP; Mike Heale, CEM Benchmarking

Counsel Breakout: Harvey Leiderman, Reed Smith; Joe Tabacco, Berman DeValerio

Trustee Breakout:Working with the Media - Gerri Madrid-Davis, National Public Pension Coalition 

System Comparison - Marcia Beard, RV Kuhns

Inflation -  Richard C. K. Burdekin & Marc D. Weidenmier, Claremont McKenna College

Tactical Asset Allocation vs. Strategic Investing - Scott Whalen, Wurts & Associates; Arun Muralidhar, Mcube Investment Technologies; Don Pierce, San Bernardino County

A Smart Approach to Portfolio Mgmt. - Arun Muralidhar

The Obama Health Plan Proposal - Rosanne Ott, Fred Alger Mgmt.

SACRS 2009 Legislative Update - Richard Stensrud, Sacramento County; Andrew Antwih, SLGS; Jim Lites, Schott & Lites 

Opportunities and Outlook for Real Estate - Michael Gately, Cornerstone

Corporate Governance - Anne Sheehan, CalSTRS; Anne Simpson, CalPERS

SACRS Public Pension Investment
Management Program 2009
June 22 - 24, 2009
UC Berkeley Haas School of Business
Berkeley, CA

 SACRS Spring Conference 2009
 May 12 – 15, 2009
Hyatt Regency San Francisco
San Francisco, CA

 Conference Presentations

Board Chair & Vice Chair - Harvey Leiderman, Reed Smith

Disability Workshop - Preparing for Evidentiary Hearing - Jim Castranova, Suzanne DeKozan, Diana Ruiz, Annette Paladino

The Crisis of Globalization - Niall Ferguson, GLG Partners

Counsel - Due Diligence:Seven Pitfalls to Avoid - Joseph Tabacco, Berman DeValerio

Counsel - The OC Challenge to Law Enforcement Ret. Benefits - Jeffrey Rieger, Reed Smith

Internal Auditors & Finance Directors - Investing in Hedge Funds - Brian Chung, SSARIS

Real Asset Investing - Jim McBride, RMK Timberland 

Natural Resources - Joshua Levine, Permal Group

Healthcare Reform:Challenges & Opportunities - Marian Mulkey, CA Healthcare Foundation

The Impact of Reform on the Healthcare Industry - Roseanne Ott, Fred Alger Mgmt.

Disability Workshop - Working with the Plan Sponsor - Shari Altmark, Richard Schlosser, Kathy Foster, Annette Paladino

Information Technology Planning - Diann Taft, L.R. Wechsler, Ltd.

Volatility Strategies - John Meier, Strategic Investment Solutions, Inc.

SACRS Legislative Update 2009 - Richard Stensrud, Leg Comt. Chair & Andrew Antwih, SLGS

National Perspective of Public Pension Issues - Keith Brainard, NASRA 

 SACRS Educational Symposium 2009

March 20, 2009
Sacramento Convention Center
Sacramento, CA

Conference Presentations

Macroeconomic Analysis - Lacy H. Hunt, Ph.D., Hoisington Investment Mgmt. Co.

Why Traditional Asset Allocation Has Not Worked - Patrick Dimick, Bridgewater Associates

Portfolio of Risk Premia: A New Approach to Diversification, Part 1; Part 2 -  Dan Stefek, Ph.D., MSCI Barra

Communications - Skip Murphy, CRCEA; Jeannine Smart, LACERA; Jerry Allen, Sonoma CERA

What Do We Do Now? - Robert McCrory, EFI Actuaries

US Dept of Labor, Statement of Employee Benefits; Fiduciary Fundamentals for Public Retirement System Trustees - Ashley Dunning, Manatt, Phelps & Phillips

NCPERS Response to Bloomberg Article; Prohibited Political Activities of Govt. Agencies - David Muir, LACERA 

 SACRS Fall Conference 2008

November 11 - 14, 2008
The Westin South Coast Plaza
Costa Mesa, CA

Conference Presentations

New Trustee Training- Robert Palmer, Paul Angelo, Segal

Board Chair Mtg- Andy Zuckerman

Disability Workshop-Effective Date

Performance Insights & Best Practice Ideas- Mike Heale, CEM Benchmarking

World Investment Outlook for 2009 & Beyond- Jim Paulsen, Wells Capital Mgt.

The Global Investor Challenge- Peter Chiappinelli, Pyramis Global Advisors

SACRS Ad-Hoc Committee -Review & Evaluation

Counsel - Harvey Leiderman & Jeff Rieger, Reed Smith LLP

Disability - Dr. Jeffrey Hirsh

The Impact of Alternatives on Asset Allocation- Dick Charlton, NEPC

Online Website Security- Jack Vonder Heide, Technology Briefing Centers

Private Equity- Stepstone Group, Aldus Partner Equity & Centinela Capital Partners

Corporate Sustainability & Investing- Rogerscasey, Sustainability, Intel & Sustainable Asset Mgt.

Federal Legislation Update: Bailout Bill- Tom Hickey,K & L Gates

Commodities - Gresham Investment Mgt.. & Guidance Capital

Due Diligence- Victor Hymes, Legato Capital

SACRS 2009 Legislation- Jim Lites, Schott & Lites

Annual System Comparison Report- RV Kuhns

Performance Review- Tom Lightvoet, Mercer

 SACRS Public Pension Investment
Management Program
June 16-18, 2008
UC Berkeley Haas School of Business
Berkeley, CA

 SACRS Spring Conference 2008
May 13 – 16, 2008
Sheraton Grand Hotel
Sacramento, CA

SACRS Fall Conference 2007
November 13 -16, 2007
Renaissance Esmeralda
Indian Wells, CA 

Conference Presentations:

Asset Allocation Case Study                   Asset Allocation Case Study Results

Counsel Breakout -Bob Blum                   Asset Management Class

Consumer Driven Health Plans                Disability & the Problem Employee

Permal                                                 Groundbreaking Lawsuits    

International Real Estate- Risk                Permanency  

SACRS Retiree Health Care Survey           Hedge Funds -Viginia Parker

Collateral Loan Obligations                     Cynthia Steers - RogerCasey

Divestment-Legal Guidelines                   Hank Kim, NCPERS -Federal Update 

Owen Thomas -Morgan Stanley               Matt Barger, PEPEB Commission

RV Kuhns Public Funds Report 2007          Best Practices

SACRS Spring 2007 Conference
May 8th - 11th, 2007
The Santa Clara Hyatt Regency
Santa Clara, CA

 SACRS Educational Symposium 2007 Presentations

February 6, 2007
Sheraton Universal Hotel

SACRS Fall 2006 Conference
November 14-17, 2006
Loews Coronado Bay Resort
San Diego, CA

SACRS Spring 2006 Conference
May 9-12, 2006
Sheraton Grand Hotel
Sacramento, CA

  SACRS Fall 2005 Conference

November 8-11, 2005
The Westin South Coast Plaza
Costa Mesa, CA
Conference Gallery

 Spring 2005 Conference

 May 10-13
Marriott San Francisco Airport
Burlingame, CA
Conference Gallery