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Information Management Network
In Conjunction With:MID-ATLANTIC
PLAN SPONSORS
Present The Fourth Annual
Asset Allocation Summit
June 13-15, 2001 * Williamsburg Lodge * Williamsburg,
VA
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FEATURING
THE FOLLOWING PLAN SPONSOR FACULTY:
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Nancy
Everett, Chief Investment Officer,
VIRGINIA RETIREMENT SYSTEM (Co-Chair)
Stephan Fugate, Chairman,
BALTIMORE FIRE & POLICE RETIREMENT SYSTEM (Co-Chair)
Marshall Bennett, Treasurer,
STATE OF MISSISSIPPI
Barry Diamond, Chairman Alternative Investments,
UNIVERSITY OF FLORIDA FOUNDATION
Gary Dokes, Portfolio Manager / Head of Fixed Income,
ARIZONA STATE RETIREMENT SYSTEM
Herb Farrington, Senior Advisor, Employee Benefits,
UNOCAL CORPORATION
Rob Fotheringham, Senior Portfolio Manager, Derivative Instruments,
ONTARIO MUNICIPAL EMPLOYEES RETIREMENT SYSTEM
Larry Goldsmith, Managing Director,
THE COMMON FUND
Brett Hammond, Director of Portfolio Studies, TIAA-CREF
Bill Hausinger, Trustee,
HOUSTON FIREFIGHTERS’ RELIEF FUND
Herb Johnson, Investment Director,
OKLAHOMA SCHOOL LAND TRUST
Bruce Kallos, Administrator,
ARLINGTON COUNTY EMPLOYEES’ RETIREMENT SYSTEM
Forest
Mathews, Chairman,
VIRGINIA RETIREMENT SYSTEM
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Victor Li, Assistant Portfolio Manager, Research & Economics Department,
ONTARIO TEACHERS PENSION PLAN BOARD
Debbie McCoy, Portfolio Manager Fixed Income,
FLORIDA STATE BOARD OF ADMINISTRATION
Herb Meiberger, CFA, Trustee,
SAN FRANCISCO RETIREMENT SYSTEM
Steven Miller, Deputy Treasurer,
STATE OF IOWA
Mary Morris, Treasurer,
STATE OF VIRGINIA
Ed Lujan, Trustee,
FIRE & POLICE PENSION ASSOCIATION OF COLORADO
Steve Schueth, President,
SOCIAL INVESTMENT FORUM
Jack Schultz, President,
ILLINOIS STATE UNIVERSITIES RETIREMENT SYSTEM
James Schwartzhoff, Investment Officer,
KETTERING FOUNDATION
Richard Scott, Vice President,
AMR INVESTMENTS
Bob Snigaroff, Chief Investment Officer,
DENALI ADVISORS LLC,
& former Chief Investment Officer,
SAN DIEGO COUNTY EMPLOYEES RETIREMENT ASSOCIATION
Deborah S. Ziskind, Board of Directors,
PITTSBURGH FILM MAKERS
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FEATURING
THE FOLLOWING PENSION CONSULTANT FACULTY:
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Richard Dahab, CFA, President,
DAHAB ASSOCIATES
Bob Daigle, Director,
AZTEC CONSULTANTS
Michael Dieschbourg, Senior Vice President & National Director,
SALOMON SMITH BARNEY CONSULTING GROUP |
Dennis Hammond, President,
HAMMOND ASSOCIATES
Venita Olson, Managing Director-Research,
ROGERSCASEY
Tony Reale, Vice President,
CHASE CONSULTING GROUP
Jim Yanni, Principal, Senior Consultant,
YANNI PARTNERS, INC |
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FEATURING
THE FOLLOWING SPEAKERS FROM THE WALL STREET AND PROFESSIONAL COMMUNITIES:
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Andrew Aran, Senior Vice President, Director of Corporate Bonds,
ALLIANCE CAPITAL MANAGEMENT CORP.
Cliff Asness, President & Managing Principal,
AQR CAPITAL MANAGEMENT
Steven Bleiberg, Managing Director & Chairman of Global Equity Strategy,
CREDIT SUISSE ASSET MANAGEMENT
Alan Cheung, Ph.D, A.S.A., Assistant Vice President,
MANULIFE FINANCIAL
Steven D. Conlon, Partner,
KATTEN MUCHIN ZAVIS
Timothy Devlin, Vice President & Portfolio Manager,
JP MORGAN INVESTMENT MANAGEMENT
Scott Farden, Managing Director,
NEWBRIDGE PARTNERS LLC
Greg Azrak, Sales Manager,
MARKET AXESS
Jeffrey Grossman, Vice President,
STATE STREET BROKERAGE SERVICES
Denise Hayman-Loa, Vice President,
GOLDMAN SACHS & CO.
Thomas Hirschfeld, Managing Director, Venture Capital Investments,
J & W SELIGMAN & CO.
Bala Iyer, Director of Quantitative Research,
BANC ONE INVESTMENT ADVISORS
Christopher Kinney, Manager,
BROWN BROTHERS HARRIMAN
Stan Kowalewski, Chief Executive Officer,
PHOENIX ADVISERS, INC.
William Kurtz, Vice President, Senior Consultant,
NORTHERN TRUST COMPANY
Craig J. Lazzara, Director,
SALOMON SMITH BARNEY
Michelle McCarthy, Managing Director, db
RISKOFFICER, DEUTSCHE BANK GROUP
Barbara McKenna, Vice President-Portfolio Manager,
STANDISH, AYER & WOOD
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Chuck
McKenzie, CFA, Managing Director,
OPPENHEIMER FUNDS
Mark Sladkus, Former Managing Director,
MSCI (Retired)
Jennifer Moros, Vice President, Alternative Investments,
CREDIT SUISSE ASSET MANAGEMENT
Tim Moothart, Vice President,
HANCOCK TIMBER RESOURCE GROUP
Lalit Narayan, President,
BONDGLOBE, INC.
Andy Nybo, Senior Analyst,
THE TOWERGROUP
Steve Point, Vice President, Fixed Income Portfolio Manager,
THE GLENMEDE TRUST COMPANY
Ron Ryan, President,
RYAN LABS, INC.
Martha Spano, Senior Vice President,
U.S. TRUST CO.
Mickey Storms, Consultant,
ANDREW DAVIDSON & CO., INC.
Joe Trainor, President,
MFS
INSTITUTIONAL ADVISORS, INC.
Heydon Traub, Head of Global Asset Allocation,
STATE STREET GLOBAL ADVISORS
Kenneth Volpert, Principal & Senior Portfolio Manager,
THE VANGUARD GROUP
Peter Wall, Senior Vice President, Business Development,
FTSE AMERICAS, INC.
Robert Kissell, Director Transaction Cost Modeling,
INSTINET CORPORATION
Brian Webb, Managing Director,
UBS REALTY INVESTORS, LLC
John Stookey, Manager of Business Development,
Bondtalk.com
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ABOUT
MAPS
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Mid-Atlantic Plan Sponsors is an eleven state organization that allows
pension fund trustees, administrators and professional service providers
to exchange ideas and information to enhance the professional development
and awareness of our members. Our goal is to provide the highest quality
education and services to our members. Current member include: Arlington
County Employees’ Supplemental Retirement Systems; Baltimore County
Employees’ Retirement System; Charlotte Firefighters’ Retirement System;
City of Baltimore Retirement System; City of New Heaven; District
of Columbia Retirement Board; Employees’ Retirement System of Jersey
City; Fairfax County Retirement Fund; Maryland State Retirement &
Pension System; Montgomery County Employees’ Retirement System; Newport
News Employees’ Retirement Fund; Philadelphia Board of Pensions; Prince
George’s County Police & Fire Pension Plans; Washington Suburban Sanitary
Commission Employees’ Retirement System. |
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ABOUT
INFORMATION MANAGEMENT NETWORK
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| Information
Management Network (IMN) is the market leader in organizing successful
Investment Management Conferences. Based in New York City, the Company
is in its eighth year of operations. Dr. Frank J. Fabozzi is a principal
of the company. He is Adjunct Professor of Finance at Yale University's
School of Management whose lectures and books have helped shape current
investment management practices. He has produced several standard
reference works, including the Handbook of Fixed-Income Securities
and the Handbook of Mortgage-Backed Securities. Additionally, he has
authored and edited over fifty highly acclaimed books, including Asset
Allocation, Securities Lending & Repurchase Agreements and Equity
Style Management. Information Management Network was established to
offer educational conferences of the highest quality for the global
investment community. The company organizes approximately twenty in-depth
investment management conferences annually across the United States
and throughout the world. IMN has conducted programs in North America,
South America, Europe, Asia, Africa and Australia. IMN also has offices
in London and Hong Kong. |
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Information
Management Network Would Like To Thank The Following Sponsors For
Their Generous Support Of The Asset Allocation Summit
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Platinum
Sponsors
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Silver
Sponsors
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Supporting
Publications
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