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CNBC Interviews Live from Active-Passive Investor Summit |
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Introduction: James Perry CFA, CAIA, Senior Investment Officer, SAN BERNARDINO COUNTY EMPLOYEES RETIREMENT ASSOCIATION [ BIO ] Michael Dieschbourg CIMA, Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director, BROADMARK ASSET MANAGEMENT [ BIO ] Charles H. Seal, Investment Committee Member, GREATER CINCINNATI FOUNDATION [ BIO ]
New for 2012, closed-door sessions will offer institutional investor attendees a confidential peer-to-peer open discussion forum to freely converse about issues at the top of their agenda. Closed-door sessions are strictly reserved for institutional investors, with Day 1's discussion reserved for foundation and endowment investors*, ensuring the topics covered are specific to the unique concerns of this sector of investors. * This session is strictly reserved for qualifying investors. Please confirm your registration by emailing Gina Dzurenda at gdzurenda@imn.org.
Opening Welcome By: Timothy Bailey, Vice President and Conference Producer, INFORMATION MANAGEMENT NETWORK
Speaker: James J. Dunn, Vice President and Chief Investment Officer, WAKE FOREST UNIVERSITY [ BIO ]
Speaker: Jennifer S. Bridwell, Managing Director, PIMCO [ BIO ]
A panel bringing together several of the Rising Stars of Public Funds award recipients from the Public Pension Fund Awards for Excellence. Panelists discuss their achievements over the past year, give their thoughts on the current market conditions and forecast for 2012, and review the investment strategies and management techniques they have employed to manage through the volatile economic environment. The session offers a unique opportunity to hear from future industry leaders on their investment/management techniques and accomplishments. Moderator: Eileen Neill CFA, Managing Director, WILSHIRE ASSOCIATES INCORPORATED [ BIO ] Panelists: Christopher Schelling, Director, Absolute and Real Return Assets, KENTUCKY RETIREMENT SYSTEMS [ BIO ] Linsey Schoemehl, General Counsel/Chief Compliance Officer, ILLINOIS STATE BOARD OF INVESTMENT [ BIO ] Scott Chan CFA, Deputy Chief Investment Officer, SACRAMENTO COUNTY EMPLOYEES' RETIREMENT SYSTEM (SCERS) [ BIO ] Jason MacDonald, Sr. Portfolio Manager - Private Markets, NEW JERSEY DIVISION OF INVESTMENT Derek Drummond, Fund of Fund Analyst, STATE OF WISCONSIN INVESTMENT BOARD
Heightened volatility and frequent regime shifts have highlighted the need for instituational investors to re-evaluate portfolio construction. Risk budgeting has quickly become an increasingly important area of focus for many institutional investors who seek to ensure that their portfolios are truly positioned to meet their investment objectives. This panel examines portfolio construction and risk budgeting, including a particular focus on the risk parity approach to investing. The panel also looks at other asset allocation strategies investors are employing in the current market conditions, and considers how investors should look to view their portfolio and investment objectives in the midst of volatility. Moderator: James Perry CFA, CAIA, Senior Investment Officer, SAN BERNARDINO COUNTY EMPLOYEES RETIREMENT ASSOCIATION [ BIO ] Panelists: Edward Qian Ph.D., CFA, Chief Investment Officer and Head of Research, Multi Asset, PANAGORA ASSET MANAGEMENT [ BIO ] Daniel S. Janis III, Senior Managing Director & Senior Portfolio Manager, MANULIFE ASSET MANAGEMENT [ BIO ] Jason S. Gerlach, Managing Director and Principal, SUNRISE CAPITAL PARTNERS, LLC [ BIO ] [ 
Presentation ]
Erik Ogard, Director, Multi-Strategy Solutions, RUSSELL INVESTMENTS [ BIO ]
Introduction: Michael Dieschbourg CIMA, Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director, BROADMARK ASSET MANAGEMENT [ BIO ]
Institutions frequently look to their industry peers when evaluating the latest trends in alternative investments. Investment committees, officers and trustees must perform the necessary due diligence in evaluating alternative asset classes. This session looks at the latest alternative investment trends, but also how institutions can look to their peers to bolster internal operations to evaluate investments. What are the best practices and what is best governance? What can investors do internally to process information better, and allocate resources? What benchmarks should alternative investors utilize? This panel is designed for audience members to take away a greater understanding of how larger institutions are organized to evaluate alternative investments within their portfolios. Moderator: Keith H. Black CAIA, Associate Director of Curriculum, CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION - CAIA [ BIO ] Panelists: Marc Friedberg CFA, Managing Director, WILSHIRE PRIVATE MARKETS [ BIO ] David Fann, President & CEO, TORREYCOVE CAPITAL [ BIO ] Andrew Malk, Partner, MALK SUSTAINABILITY PARTNERS [ BIO ]
Widespread media attention to booming technology companies such as Facebook and Twitter, and their potential IPOs, has increased the level of interest in secondary markets. This panel examines the rise of secondary markets to consider their long-term impact on financial markets, trading practices and investment opportunities. What do late-stage growth companies value about secondary markets? How should institutional investors think about these types of emerging marketplaces in their overall asset allocation strategy? Moderator: Arie Abecassis, Senior Vice President, SECONDMARKET, INC. [
Presentation ]
Panelists: Leo de Luna, Principal, SPLIT ROCK PARTNERS [ BIO ] Sumeet Jain, Partner, CMEA CAPITAL Brian DiLaura, Managing Director, ATLAS PEAK CAPITAL [ BIO ] Mike Jung, Managing Director, PANORAMA CAPITAL
Speaker: Victor Sperandeo, President and CEO, ALPHA FINANCIAL TECHNOLOGIES, LLC [ BIO ] [
Presentation ]
Registering hedge funds with the SEC is increasingly popular, due to advantages gained by increased visibility to investors and transparency. This panel outlines the benefits of registering a hedge fund, or creating a registered hedge fund, and explains how this can be done. The panel examines turnkey solutions, designed to offer money managers a cost-effective and one-stop solution to start and service a registered hedge fund. Moderator: Lonnie Macdonald, President, JD CLARK & COMPANY, A DIVISION OF UMB FUND SERVICES [ BIO ] Panelists: Todd Cipperman, Founding Principal, THE CIPPERMAN COMPANIES [ BIO ] Tony Fischer, SVP, Business Development, JD CLARK & COMPANY, A DIVISION OF UMB FUND SERVICES [ BIO ] [
Presentation ]
Victor Fontana, President & CEO, REGISTERED FUND SOLUTIONS, LLC [ BIO ] [
Presentation ]
With spending obligations to be met and the continual after-effects of the 2008 financial crisis still evident, many institutional investors are sticking to risk-averse strategies such as fixed income and liability-hedging investments. But is there room in the institutional portfolio for more risk? What are the potential advantages versus the potential downsides? How should investors utilize hedge funds when hedging market risk? And what strategies or tools can institutional investors employ to manage risk effectively within their portfolio? Moderator: Shelly J. Heier CFA, Executive Vice President, Senior Consultant, WURTS & ASSOCIATES [ BIO ] [
Presentation ]
Panelists: Jim Pritchard, Managing Director, SWAN WEALTH ADVISORS [ BIO ] [
Presentation ]
John Shearman CAIA, Senior Consultant, ALBOURNE AMERICA LLC [ BIO ] Michael Dieschbourg CIMA, Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director, BROADMARK ASSET MANAGEMENT [ BIO ] Doug Meltzer, Managing Partner, SAGENT CAPITAL MANAGEMENT [ BIO ]
Real estate investment continues to form a sizable portion of many alternative investment portfolios. This panel examines the current market conditions and explores where institutional investors can find the best opportunities. Where are the best rates of return? What is the risk involved in the asset class? Are there distressed opportunities worth considering? Moderator: Eric Petroff CFA, FRM, CAIA, Founder, PETROFF INSTITUTIONAL [ BIO ] [
Presentation ]
Panelists: Ben Blakney, Managing Director, COURTLAND PARTNERS, LTD. [ BIO ] Derek Williams, Director, Private Real Estate, RUSSELL INVESTMENTS [ BIO ] Larry Steinberg, Financial Quarterback, THE STEINBERG FINANCIAL GROUP [ BIO ]
New for 2012, closed-door sessions will offer institutional investor attendees a confidential peer-to-peer open discussion forum to freely converse about issues at the top of their agenda. Closed-door sessions are strictly reserved for institutional investors, with Day 2's discussion reserved for public pension funds*, ensuring the topics covered are specific to the unique concerns of this sector of investors. * This session is strictly reserved for qualifying investors. Please confirm your registration by emailing Gina Dzurenda at gdzurenda@imn.org.
Introduction: Michael Dieschbourg CIMA, Board Member, INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, Managing Director, BROADMARK ASSET MANAGEMENT [ BIO ]
Access to alternative forms of business and consumer credit has benefited from a groundswell of new technology enabled companies. Our panelists are all leaders in a burgeoning pocket of the lending industry. Their companies have stepped in where traditional sources of credit have fallen short. As broad adoption of these new solutions take market share from incumbents, opportunities for investment in these new markets has opened for institutional investors. Moderator: Bill Siegel CFA, Senior Vice President, SECONDMARKET [ BIO ] [
Presentation ]
Panelists: Jeff McCarthy, Managing Director, LENDING CLUB ADVISORS [ BIO ] Noah Breslow, COO, ON DECK CAPITAL [ BIO ] Kathryn Petralia, COO, Co-Founder, KABBAGE [ BIO ]
The European sovereign debt crisis and a wave of downgrading of European government debt has led to turmoil in the global financial markets. Investor worries about 'Eurozone contagion' and the ability of the region to support or bail-out individual countries continues to have profound effects across the globe. Panelists discuss the impact of the Eurozone crisis on institutional investors, and the global economy as a whole. Meanwhile the Middle East grapples with political instability and upheaval, growing economies such as China and India continue to attract investor attention, and changing global demographics point to challenges and opportunities ahead. How should institutional investors deal with global volatility, and what is on the horizon in 2012 and beyond? Moderator: Vinny Catalano CFA, President & Global Investment Strategist, BLUE MARBLE RESEARCH [ BIO ] Panelists: Frank Linden, Senior Risk Management Officer, Multilateral Investment Guarantee Agency, WORLD BANK GROUP Ulf Nofelt, Managing Director, UNCONSULTING [ BIO ] Larry Steinberg, Financial Quarterback, THE STEINBERG FINANCIAL GROUP [ BIO ]
Join sociologist Jim Brazell for an analysis of the structure and strategy of technology, how innovation works to transform economies and the story of next generation global high technology regions, including San Diego, CA, Central Florida, Washington D.C., South Korea and Finland. Speaker: Jim Brazell, TECHNOLOGY FORECASTER AND STRATEGIST [ BIO ]
Some institutional investors have securities lending programs in place, while others are looking to enter the space. Collateral management is also taking a larger role for investors as OTC derivatives become centrally cleared. This panel reviews the current state of the securities lending and collateral management landscapes, and what may lie on the horizon in 2012. The panel will also consider current research into these markets and industry best practices for selecting service providers and collateral investment options. Speakers: Anthony T. Toscano, Managing Director Head of US Trading, DEUTSCHE BANK [ BIO ] Josh Galper, Managing Principal, FINADIUM LLC [ BIO ]
There is a renewed interest in behavioral finance following the 2008 financial crisis and subsequent recession, with industry and mainstream interest in the cognitive and emotional influences affecting investment decisions. This panel explores and explains the concepts of behavioral finance, and how these concepts apply to pension funds, foundations, endowments, and the markets on the whole. Can a greater awareness of behavioral finance lead to smarter investment decisions, the ability to predict bubbles, crashes, prices, returns and trends, and offer greater understanding of why and how systematic errors occur? Moderator: Karyn L. Williams, Managing Director & Principal, WILSHIRE ASSOCIATES INCORPORATED [ BIO ] Panelists: Rajeev Narang, Portfolio Manager, CITI CAPITAL ADVISORS [ BIO ] Matthew G. Reckamp, Principal, MERCER [ BIO ] Michael Underhill, Chairman, THE FOUNDATION FOR BEHAVIORAL ECONOMICS, LLC [ BIO ] [
Presentation ]
Innovations in financial technology and high-frequency trading have significantly changed market structures and how securities are traded. Private investors have access to more sophisticated tools than ever before, and the impact of social media is beginning to be felt within the financial world. Meanwhile information now flows around the globe at rapid speeds; market volatility is headline news within seconds, and 24-hour news coverage keeps the spotlight on the industry at all times. But critics argue that many of the innovations shaping the industry are contributing to economic unrest, pointing to occurrences such as a the 2010 'Flash Crash' as evidence. And in an increasingly competitive and changing media landscape, financial news sources have been accused of exacerbating volatility with hyperbolic headlines and erroneous reports. What is the long-term impact of innovation on the financial markets, and how does this affect investors? Moderator: Jim Brazell, TECHNOLOGY FORECASTER AND STRATEGIST [ BIO ] Panelists: Vinny Catalano CFA, President & Global Investment Strategist, BLUE MARBLE RESEARCH [ BIO ] Jerry Davis, Former Chairman, NEW ORLEANS MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM [ BIO ] Ganesh Mani PhD, MBA, Adjunct Faculty, CARNEGIE MELLON UNIVERSITY [ BIO ]
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