Excellent opportunity to engage with all the key investment industry players.
-Ana Forssman, Senior General Manager of Information Product Sales, JSE LIMITED
A couple of things I appreciate about IMN conferences are the knowledgeable speakers presenting relevant issues facing pension plans today. The conference is always well organized and provides a format for interacting with others working in the public pension arena.
-Craig VanderWall, Trustee, GRAND RAPIDS POLICE AND FIRE RETIREMENT SYSTEM
A great conference, well attended with a global audience. I would recommend attending for everyone in the industry.
-Lt. James Maloney, Trustee, CHICAGO POLICE ANNUITY AND BENEFIT FUND
A very well run conference. One of the better conferences that I have attended, especially good at time keeping.
-Jim Leggate, Executive Director, MSCI
An absolutely fascinating and informative debate (Fundamental Indexing versus Traditional Cap weighted indexing) amongst the titans of the investment profession on cap weighted versus alternative approaches.
-Kamal Khanna, Chief Investment Officer, CITY OF NORFOLK EMPLOYEES RETIREMENT SYSTEM
Attending various IMN Conferences has proved invaluable to me in exercising my duties as Chairman/Trustee of the Holyoke Massachusetts Retirement System. The opportunity to meet industry professionals & to be educated in new investment strategies has enhanced my performance as an Administrator & Trustee.
-Dan Owens, Executive Director, HOLYOKE RETIREMENT BOARD
Congratulations MARHedge for arranging a professional, high quality conference in Geneva for Alternative Investments. The conference provided both insightful presentations and thought provoking discussions regarding industry relevant topics covered by the panels, moderators and audience for both the fund managers and investors. The guest speakers were of the highest caliber and quite dynamic.
-Leslie C. Haarup, Financial Services Professional, STEELHEAD PARTNERS
Each year it seems as though the planners of the Super Bowl have gone through the minutes of our investment meetings to discover the issues we've been wrestling with. I always find information to apply to ongoing discussions and decisions.
-Vaughn Altemus, Board Member, VT STATE TEACHERS' RETIREMENT SYSTEM
Excellent opportunity to engage with all the key investment industry players.
-Ana Forssman, Senior General Manager of Information Product Sales, JSE LIMITED
Good value for the money.
-Stephen Quinlan, Chair Board of Trustees, CAAT PENSION PLANS
Great topics -- just when I thought most possible investment strategies had already been discussed, new and very interesting ones were brought forward. Our fund is following up on the Buy Write strategy we learned about last year. We have also been in contact with a couple of managers who have interesting product opportunities.
-Gail R. Schubert, ,
Great venue - great (smart) speakers - and, best of all, great networking opportunity.
-James T. Strouse, Chairman of the Board, BURLINGTON EMPLOYEES' RETIREMENT SYSTEM
Having attended many, many meetings, I have to say that this was a very good meeting. There were several different and valuable speakers, presentations and sponsors that I probably would not have been exposed to otherwise. And the networking conversations were very valuable, too. See you next year for sure!
-Ted Dwyer, ., DWYER FINANCIAL
I can say without hesitation this was the most beneficial and enjoyable conference I have attended since I started on the Kansas City Missouri pension board. It was organized, meaningful, had some key speakers and you couldn't find a more beautiful surrounding.
-Phil Snowden, Trustee, KANSAS CITY EMPLOYEES’ RETIREMENT SYSTEM
I consider it a privilege to be able to listen to noted academics, public officials and other knowledgeable people in our industry share their knowledge and ideas with us. I look forward to attending the annual Super Bowl of Indexing® and consider it the most valuable conference that I have ever attended.
-Gordon R. Meisner, JD, CLU, ChFC, FINANCIAL SERVICES
I enjoyed the conference very much. The speakers were very good, and the networking opportunities were invaluable. I would love to come back next year and will put it on my schedule.
-Joseph Carper, ,
I find the session speakers are very knowledgeable. I appreciate the opportunity to deepen my understanding of the issues surrounding ETFs and related products a little better each year. A number of sessions this year were excellent. The last presentation in particular (on Global Aging), will have a substantial impact on how I advise clients going forward.
-Joyce A. Rolfes, JD, CPA, CFP, FIVE PEAKS FINANCIAL CONSULTING, INC.
I found the conference to be well attended, well facilitated and extremely helpful to me as a Trustee. The return on my investment was certainly one I would make again!
-Larry Moser, Board President, FAIRFAX COUNTY POLICE OFFICERS RETIREMENT SYSTEM
I have attended several small educational seminars in the past, but was not prepared for the overwhelming experience of the 14th Annual Super Bowl of Indexing. The in-depth knowledge and content of the presenters training sessions was amazing. I’m not sure it would be possible at any cost for one to attend a training seminar with as many highly credentialed educators as I just witnessed. I hope my schedule next year permits my attendance, as I know this training event will generate much discussion for improvement to our local fund.
-Brian Beader, Board Member, MERCER COUNTY RETIREMENT BOARD
I have been an attendee, speaker and sponsor at the IMN Securities Lending conferences for many years and have found them valuable. The market turbulence over the past year and the surprisingly large number of attendees sparked outstanding discussion both during the panel sessions as well as the social functions surrounding the conference. This year’s event was the best conference I have been to for many, many years.
-Roy Zimmerhansl, Principal, ZIMMERHANSL CONSULTING SERVICES
I have been going to the securities lending conference for ten years now, and I learn something new every time.
-Bill Stouten, Sr. Portfolio Manager, THRIVENT FINANCIAL
I have enjoyed the conference. It was certainly a good learning experience for me. I have already arranged for 4 different meetings or calls with hedge funds.
-Daniel Ling, Investor,
I think your event was one of the most productive and worthwhile conferences that I have attended.
-James Lubin, Principal and Chief Operating Officer, HYMAN BECK & COMPANY, INC.
I thought the conference as the best to date. Sessions were super-informative and the crowd was very diverse and enthusiastic. Made a whole bunch of great contacts.
-Mark Leibovit, Chief Market Strategist, VRTRADER.COM
I thought the conference was excellent. I appreciated the level of detail and the depth of the discussions.
-Dana Pawlicki, Director of Global Product Development, CITIGROUP
I thought the conference was great—well done.
-Joel Press, COO, FESTINA LENTE INVESTMENT MANAGEMENT, LP
I wanted to thank you all for having me speak at Marhedge it was a wonderful experience and more importantly a fun experience. All of you at II should be proud of the effort that you made to make everybody feel welcome; from the people I talked to, it worked.
-Steve McCaffrey, Senior Counsel, KEYSPAN CORPORATION
I was blown away by the quality of the conference and having an opportunity to check out an iconic NY institution, the Union League Club!
Please pass on my appreciation to your colleagues for a job well done!
-Tony Wohlfarth, Investment Committee Member, ONTARIO PENSION BOARD
I was impressed by how well the meeting was run and by the quality of the panels. Overall, I think that you did a great job with the conference.
-Robert S. Loigman, Esquire, FRIEDMAN KAPLAN SEILER & ADELMAN LLP
I would like to take this moment to say that the Super Bowl of Indexing was a remarkable experience. The conference provided insight and knowledge for trustees to manage retirement funds with confidence, along with providing valuable resources to network from. The booths also were a good source of information giving a variety of US and International vendors the opportunity to share valuable material.
-William Lipscomb, Board Member, BIRMINGHAM FIRE AND POLICE RETIREMENT SUPPLEMENTAL PENSION FUND
I would like to thank you and compliment the IMN staff on the excellent presentation of the 2008 Super Bowl of Indexing Conference held at the Arizona Biltmore in Phoenix, Arizona between December 7th-10th. I made some new contacts which I feel may help our pension system in the future.
-Edmund A. Zell, Trustee, CITY OF SAINT LOUIS EMPLOYEES’ RETIREMENT SYSTEM
IMN's decision to run two conferences concurrently worked very well for networking beyond my cohort. I felt grateful for the opportunity to mingle in the exhibit hall with those I met in the shared sessions and broaden my perspective on what we all do.
-Fern Jones, Treasurer, TRISKE;ES FOUNDATION
IMN's Indexing events (World Series and Super Bowl) are can't miss opportunities for networking in the index and ETF markets.
-Scott Sacknoff, President, SPADE INDEXES
IMN's Super Bowl of Indexing always has top tier speakers and panelists. The sessions are always current, interesting and educational. This is a well attended conference by managers and trustees.
-James Maloney, Trustee, CHICAGO POLICEMEN'S ANNUITY AND BENEFIT FUND
IMN's Super Bowl of Indexing Conference provided me with a great opportunity to network and share ideas with my peers, respected industry leaders and vendors. It's a wonderful platform to help advisors stay abreast of current industry issues, market trends and the latest index products. It was certainly worth the three day investment.
-Cathy Pareto, MBA, CFP, President, CATHY PARETO & ASSOCIATES, INC.
In addition to learning new ideas presented by among the best and brightest in the indexing industry, we thoroughly enjoyed exchanging ideas and thoughts with one another. This conference is one of the best conferences for the indexing communities.
-Huey Tseng, , PRIVATE INVESTOR
It fit with our new business vision to promote African investments and business by Africans, between and among African countries and trade or deal with the rest of Africa as one. Also this has helped us to link with other possible partners as we move in implementing this imitative.
-Edwin Zulu, Coordinatior, COMESA SME TOOLKIT PROJECT, Founder, Director and CEO , ELIF BUSINESS SOLUTIONS
It was also good to see such a strong turnout - I had so many meetings (both scheduled and impromptu) that Geneva turned out to be even much more productive than I had hoped.
-Ken Stemme, Director of Hedge Funds, NORTHERN TRUST GLOBAL ADVISORS INC
It was definitely one of the better organized and more focused events I have participated in; based on this experience, I will look forward to your next conference.
-Brett M. Bastin, Partner, GRAIL PARTNERS LLP
It was my first time to attend the conference AND I have benefitted a lot from the quality and mature presentations done.
-Thapelo Tsheole, Representative, BOTSWANA STOCK EXCHANGE
My sincere compliments to you and the entire staff at IMN for producing another stellar event. The topics were 'state of the art' timely, and the panels very well assembled to maximize information exchange and audience involvement. At a time when trustees are beleagured with demands on their time and the need to keep up-to-date on the hottest investment topics, IMN continues to provide a superior learning experience. The combination of topics for this mixed audience was well chosen, and paced perfectly to balance the need for intellectual engagement with the challenges of holding audience attention and attendance in a beautiful and potentially distracting setting.
-Jerry D. Davis, Consulting Analyst and Principal, AMERICAN PENSION PROFESSIONALS
One of the best conferences I've attended. Very well organized and the presenters were excellent.
-Allan Bentkowski, Investment Manager of the Treasury Division, Finance Department, CITY OF TUCSON
Our fund is an active and passive investor. I found the Super Bowl of Indexing a terrific conference for fiduciaries.
-Kirk Miller, Trustee, FIRE AND POLICE PENSION ASSOCIATION OF COLORADO
Outstanding agenda and highest quality speakers in a most pleasant setting.
-Ronald Byrd, Commissioner, LAND/HENSCHEL ENDOWMENT FUND, CITY OF SACRAMENTO
Overall a great conference and a time to build relationships which is the most important thing I gained from this conference.
-Richard Joslin, Vice President, DEUTSCHE ASSET MANAGEMENT
Overall a very successful inaugral conference . Congratulations.
-Glen Baker, Equities, RAND MERCHANT BANK
Somehow each year is better than the last. I'm amazed that so much material is covered in such a short time. No wonder I was tired when I left.
-Robert J. Waid, Vice President & Principal, WILSHIRE ASSOCIATES
Thank you for another great conference. Your help made it all the more successful. Once again I met new people that opened my eyes to other investment possibilities for our pension fund.
-Edmund A. Zell, Trustee, CITY OF SAINT LOUIS EMPLOYEES’ RETIREMENT SYSTEM
Thank you for making part of your conference. I enjoyed it dearly. As I mentioned to some of my acquaintances and colleagues, I have not attended a conference where I have learnt something new, in a very long time. This one gave me a lot to think about and probably to apply in my environment. I am glad to hear that my contribution was found worthwhile by the participants. I never thought that this type of gathering would really be fascinated by developmental issues, which dominate the lives of technocrats like me in government. I am encouraged. I do however, hope that my theme will keep South Africa and the rest of the continent not only thinking but challenged for the next while.
-Elias Masilela, Chief Executive Officer, PUBLIC INVESTMENT CORPORATION
Thank you for such a seamless, informative, timely, interesting, in-depth conference. I would come back next week if you held it again, and look forward to the next one.
-Patrick Mahoney, Trustee, OCALA FIREFIGHTERS PENSION PLAN
Thank you very much for the invitation. It was a very rewarding experience!
I particularly enjoyed the academic presenters, who almost without exception gave very thought provoking and grounded presentations that I will long remember and will be helpful in my role as a Trustee. Whaley and Schiller are two who come to mind with very topical and interesting subjects.
I must also mention that I was glad to have the opportunity to meet several very interesting attendees, and our discussions in some cases went way beyond indexing. I learned a lot.
-James Fleming, Vice Chair, ALBERTA TEACHERS RETIREMENT FUND BOARD
Thanks for inviting our firm to participate. I thought the panel went well, and the feedback was very positive in general. I look forward to staying in touch with you and participating again. I think you do a great job of creating relevant dialogue, sizing the conference appropriately and picking good speakers!
-Jason S. Lamin, Partner, LENOX PARK, A DIVISION OF AMUR ADVISORS LLC
Thanks for running a great conference. We get invited to many conferences, and don’t attend or speak at all of them, but yours was top notch.
-Jon Stein, Managing Director, PARKER GLOBAL
The 2008 Super Bowl of Indexing was an excellent event with timely topics and knowledgeable speakers who generated spirited interaction with attendees. The opportunity to discuss current issues facing other institutional investors is always worthwhile and productive.
-Barbara J. Avard, Administrator, CHARLOTTE FIREFIGHTERS’ RETIREMENT SYSTEM
The conference was a great opportunity to meet a variety of industry participants across all aspects of the hedge fund industry.
-Michael Mulcahy, Portfolio Manager, SUNCORP INVESTMENT MANAGEMENT
The conference was fantastic, probably the best I have ever attended. It was a perfect venue for us and we made fantastic contacts and spent quality time with our existing clients.
-Richard A. Maloy, Jr. CIC, CRM, CEO, MALOY RISK SERVICES, INC.
The conference was fantastic. The information provided was useful, informative and very applicable to my daily activities at work. The IMN staff was very professional in their coordination of the various events, activities, and speakers.
-Roy Clothier, Investment Officer, CALSTRS
The conference was well attended and the speakers were clearly market leaders. Conference was well planned.
-Musa Dlamini, Executive Director, SANLAM INVESTMENT MANAGEMENT - SWAZILAND
The conference was well run and had a number of interesting speakers. I’m looking forward to next year.
-Mark Polemeni, Chief Legal and Chief Compliance Officer, ALEXANDRA INVESTMENT MANAGEMENT, LLC
The conference was “even better than last year”. I liked the quality of attendees.
-Robin R. Harris, Director of Operations, NEXUS WEALTH MANAGEMENT, INC.
The content was very timely and educational especially in these turbulent market times.
-James Maloney, Trustee, CHICAGO POLICEMEN'S ANNUITY & BENEFIT FUND
The European conference was very useful for me in understanding the different models of securities lending that are in operation, also the levels of risk and risk management techniques used for the various approaches.
-Jonathan Lord, Co-Chair Hewlett-Packard UK Pension Plan, HEWLETT-PACKARD UK
The event was very well done and professional. Definitely an “A” grade.
-Jack Swan, Principal , LIGHTHOUSE INVESTMENT PARTNERS LLC
The FontainBleau is the perfect place for your event and I would hope that it's held there next year and beyond.
-Stephane Azra, Director of Business Development, GLAZER CAPITAL MANAGEMENT
The IMN Alternative Investment Summit was one of the best I have attended. The venue was terrific, the attendee list outstanding and over all program left little to want. Bottom line, BRAVO for a job well done. Thanks for including me.
-Milbrey M. Jones, President Emeritus, SACRS
The IMN Beneficial Owners’ Conference provides a unique opportunity for beneficial owners to interact, discuss emerging issues, and share best practices.
-Garett Childs, CPA, Director of Accounting & Finance, JACKSON NATIONAL ASSET MANAGEMENT, LLC
The IMN is a fantastic opportunity for beneficial owners to share ideas, concerns, and experiences related to securities lending. Each year that I have attended, I have learned something new and valuable.
-Adam Moscaritolo , Senior Securities Lending Analyst, FRANKLIN TEMPLETON INVESTMENTS
The IMN Super Bowl of Indexing conference was very organized and educational. It was a tremendous experience that provided me with insight on how society is trying to achieve the same economic goals in many different ways. The culture of the conference was beneficial for the vendors, participants, speakers and staff. The dynamics of the sessions encouraged communication amongst each other and the building and strengthening of existing and potential business relationships. In my opinion, The Super Bowl of Indexing is unparallel to any other conference I have attended in the past. IMN, keep up the good work.
-Monica Satterwhite, Retirement Manager, CITY OF PORTSMOUTH
The IMN Super Bowl of Indexing is the best single pension conference of the year. The interpersonal exchanges with speakers, other delegates and current academic researchers are so valuable ...impacting your thought processes for issues facing any plan trustee.
-Dr. Michal Foriest Settles, Business Professor, CITY COLLEGE OF SAN FRANCISCO
The investment landscape has changed dramatically over the last few years. Investors are increasingly concerned about managing risk and are looking for improved tools to assist them. The IMN Global Indexing & ETFs Conference brought together leading experts to discuss the most recent research and strategies focused on today’s challenges. Great conference!
-Richard P. Dabrowski, CFA, Senior Consultant, STRATEGIC INVESTMENT SOLUTIONS, INC.
The job of managing money continuously evolves, a conference like the Super Bowl is way to stay in touch with this evolution which definitely makes the job more fun and hopefully leads to a better result for clients.
-Roger Nusbaum, Chief Investment Officer and Portfolio Manager, YOUR SOURCE FINANCIAL
The sister European conference was very useful for me in understanding the different models of securities lending that are in operation, also the levels of risk and risk management techniques used for the various approaches.
-Jonathan Lord, CoChair Hewlett-Packard UK Pension Plan, HEWLETT-PACKARD UK
The Super Bowl of Indexing allowed us to meet a targeted group of indexing experts and provided us the opportunity to enhance our knowledge in the field.
-Kathleen Shelton Smith, Chairman, RENAISSANCE CAPITAL LLC
The Super Bowl of Indexing is a 'must attend' event for anyone who uses passive strategies for all or a portion of their portfolios. It may be even more valuable for those who don't.
-Jeff Norton, LLM, CFA, President & CEO, TEACHERS' RETIREMENT ALLOWANCES FUND
The Super Bowl of Indexing is a great way for advisors to speak with etf companies to find products that work well with their styles and voice ideas for future products. The break out sessions provide key themes that are forward looking and in the news. I tend not to attend many conferences but the Super Bowl of Indexing is one I make sure I attend every year.
-Bryan Lee, ., TOTAL INVESTMENT MANAGEMENT
The Super Bowl of Indexing is a well run conference that focuses on very topical information which is effectively presented to a large number of attendees. The conference provides excellent networking opportunities.
-Bill Levit, Trustee, STATE OF WISCONSIN INVESTMENT BOARD
The Super Bowl of Indexing is an intellectual journey with the best minds in the business to the frontier of new ideas.
-George A. Schade, Jr., Special Master, SUPERIOR COURT OF ARIZONA
The Super Bowl of Indexing is THE conference for investors, index originators and product providers who are interested in this rapidly growing market.
-Richard Ferri, CEO, PORTFOLIO SOLUTIONS, LLC
The Super Bowl of Indexing remains one of the leading opportunities for networking in the index and ETF markets.
-Scott Sacknoff, President , SPADE INDEXES
The Super Bowl of Indexing sharpened my focus on how to use indexes to construct better and more efficient portfolios. The conference gave me new ideas to hedge and diversify risk. My money management has improved and I have grown my practice.
-Dominick Paoloni, CEP, CIMA, Wealth Manager, INVESTMENT PROTECTION SERVICE
The Super Bowl of Indexing was a well attended conference with many dynamic speakers. It was interesting and informative to see that many investment products have had a positive return for 2008 despite the volatility in the market. I would recommend this conference to anyone in the financial community.
-Lt. James Maloney, Trustee, CHICAGO POLICEMEN'S ANNUITY AND BENEFIT FUND
This conference levels the playing field for beneficial owners. It’s big enough to attract the industry leaders and regulators, and small enough to allow time for personalized connections.
-Jeffrey A. Petro, Vice-President, Head of Money Market Trading, FEDERATED INVESTORS
This has been a great gathering and networking event. Learned a lot, thus far, and met good people.
-Dr. Michael C. Murphy, Chairperson, MICHIGAN LEGISLATIVE BLACK CAUCUS FOUNDATION
This is a one stop shopping site for all things related to index investing for pension funds. The resources available during the sessions are unequaled.
-Alan Desmarais, Director of Finance, TOWN OF MANCHESTER
This is the best roundup of investment pros of the year. It is a must event for professional investors!
-John Serrapere, Investment Analyst & Strategist, FOSTER HOLDINGS, INC.
This was a great conference. There is much more to indexing than I was aware of; I learned a lot. All speakers were very approachable, extremely knowledgeable & they really wanted to be here. Good vendors who explained their products without pressure. I appreciate the Continuing Education credits. Good location.
-Jim Cuthbert, Senior Vice President & Treasurer, ROBERTS WESLEYAN COLLEGE & NORTHEASTERN SEMINARY
This was the most valuable South African investment conference I've attended in the last 2 or 3 years.
-Andre Tonkin, Consultant Actuary, PEREGRINE FINANCIAL SERVICES HOLDINGS
This year has put you back on the map as the “must do” hedge fund conference!
-Lou Gerken, Founder & CEO, GERKEN CAPITAL ASSOCIATES
True to its indexing theme, the conference is like a top shelf index family - it offers diversification of knowledge, through several sectors or tracks of panels and at low cost as it is by invitation.
-George A. Schade, Jr., Special Master, ARIZONA GENERAL STREAM ADJUDICATION
Very informative, I was able to hear speakers that challenged me to think outside the box and would recommend this conference to any public fund trustee
-Gerald Garrett, Planning Officer, TULSA FIRE
You did a great job.
-Marc Zwebner, Senior Vice President, CARE CAPITAL GROUP