Investment Education Symposium 2018 | OpalGroup | 7 February 2018 | Royal Sonesta Hotel, 300 Bourbon St, New Orleans, Louisiana 70130, US

This Investment Education Symposium aims to provide broad education and information on investing, fiduciary responsibility, and selection of money managers to the key decision makers and other representatives of the nation's largest pension funds, endowments, foundations and other institutional investors.

Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation's leading institutional investors, asset managers, hedge fund managers, consultants and more.

UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. In order to maintain the educational value of our events, we prohibit any use of PowerPoint presentations during panel discussions. *Only Standalone Speakers will be allowed to use PowerPoints during their presentation. All other PowerPoint Presentations can be added to our Mobile App by submitting a PDF/PPT document to an Opal Associate. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.*

Who Should Attend:

• Pension Rep – Trustee, Administrators, Commissioners, Staff
• Consultants
• Endowments
• Foundations
• Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
• Family offices
• Attorneys
• Accountants
• Hedge Funds
• Fund of Funds
• Real Estate Managers
• Equity Managers
• Venture Capitalists
• Private Equity
• Insurance Companies
• Benefit Companies
• Public Service Administrative Providers

2018 Speakers:

Paul Strauss
United States Senator, District of Columbia (Shadow)

William J. Adams
Managing Director, Senior Portfolio Strategist, The Boston Company Asset Management, LLC

John Agenbroad
Chairman, Inter-Local Pension Fund

Art Alfaro
Trustee, Austin Firefighters' Retirement & Relief Fund

Bobby Beale
Chief Investment Officer, Louisiana State Employees' Retirement System

Kelsey Biggers
Senior Vice President, Head of Performance Analysis and Risk, Franklin Templeton

Jeffrey Boucek
CFA, National Director of Pubic Fund Investment Consulting, Segal Marco Advisors

Stephen Braun
Senior Vice President, J.I. Kislak Inc. (SFO)

Jon Breth
Senior Consultant, AndCo Consulting

Daryl B. Brown
CFA, Director, Portfolio Manager, DuPont Capital

Will Buividas
Trustee, City of Phoenix Police Pension Board

David D. Center, Senior Vice President, Fund Evaluation Group

Catherine Lee Clarke, Vice President & Senior Client Investment Advisor, Sentinel Trust Company (MFO)

Gwen Collins
Managing General Partner, Alpha Governance Partners LLC

Sarah Colvin
Managing Director, INALYTICS Limited

Skip Coomber
III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Dean Crombie
Trustee, New Hampshire Municipal Retirement System

Dexter Cunningham
Trustee, Birmingham's (AL) Firemens and Policemans Pension Fund

Greg Curran
CEO, G.S. Curran & Company

Lode J. Devlaminck, Managing Director and Senior Global Equity Portfolio Manager, DuPont Capital Management

Frank Donnelly
Senior Managing Director and Client Portfolio Manager, Duff & Phelps Investment Management Company

Brian Elliott
Senior Vice President-Director of Institutional Division, RNC Genter Capital Management

Michael Fitzgerald
State Treasurer, State of Iowa

Mark Foust
Senior Portfolio Specialist, DuPont Capital

Matthew Freedman
CIO, Louisiana School Employees' Retirement System

David Frechette
Managing Director, BlackRock Alternative Specialists (BAS)

Jack Frost
Trustee, West Palm Beach (FL) Police Pension Fund

Ryan Green
Director, Abbott Capital

Harry Griffin
Trustee, San Antonio Fire and Police Pension Fund

Steven Hagenbuckle
Founder, Managing Partner, TerraCap Management, LLC

Richard Hampton
President, Louisiana Trustee Education Council

Tom Herek
County Commissioner, Bay County Employee's Ret. System, Bay County (MI)

Frank Jobert
Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL)

Shelley Johnson
ASA, Consulting Actuary, Foster & Foster, Inc.

Russ Kamp
Managing Partner, Kamp Consulting Solutions, LLC

Keynote Speaker

Robert Klausner
ESQ., Principal, Klausner, Kaufman, Jensen & Levinson

Mark Kordonsky
Principal and Chief Risk Officer, SageViewAdvisory Group

Robert Kriner
Partner, Chimicles & Tikellis LLP

Brandon Laughren
CIO, The Laughren Group (SFO)

James Love
Assistant City Attorney, City of Birmingham Retirement & Relief System

David Maki
Managing Director and Co-head of Debt, Heitman

Tim Maloney
Managing Director, Abbott Capital

David McConico
Chairman, City of Aurora (CO) General Employees' Retirement Plan

Guy Pinkman
Trustee, City of Lincoln Police and Fire Pension

Keith Reynolds
Vice President and Senior Consultant, Atlanta, Segal Marco Advisors

Don Ruiter
Trustee, Daytona Beach Police and Fire Pension Fund

Ronald Ryan
CEO, Founder, Ryan ALM, Inc.

Daniel Ryan
Project Coordinator, Illinois Public Pension Fund Association

John Schroder
State Treasurer, State of Louisiana

Troy Searles
Chief Investment Officer, Louisiana Parochial Employees' Retirement System

Ed Shanklin
Senior Consultant, Gavion LLC

Brian Smith
SVP, Fund Sponsor Consulting, Callan Associates Inc.

Jim Strouse
Chairman, Burlington (VT) Employees' Retirement System

Ed Theobald
Trustee, PFPOPE

David Thomas
Chief Executive Officer, Equitas Capital Advisors, LLC

Nicholas Thomas
Investment Analyst, Equitas Capital Advisors, LLC

Scott Van Horn
Trustee, Oklahoma Firefighters Pension and Retirement Board

Timothy W. Viezer
PhD, CFA, CAIA, Chief Investment Officer, Sewerage & Water Board of New Orleans

Carolyn Weiss
Chief Financial Officer and Treasurer, The New York Community Trust

Shawn Wells
Trustee, City of Southfield

2018 Sponsors:

TITLE SPONSOR:
• DuPont Capital

EXECUTIVE SPONSOR:
• Franklin Templeton Investments

GENERAL SPONSORS:
• Abbot Capital
• Chimicles & Tikellis LLP
• Heitman
• Inalytics
• TerraCap
• Vertus

EXHIBITOR SPONSORS:
• BLB&G
• Bridgeway
• Pension Technology Group
• Poplen Capital
• SCP

MEDIA PARTNERS:
• Automated Trader
• Barclay Hedge
• Crowd Reviews
• Fintrx
• Family Office Networks
• Hedge Connection
• IntegriData
• Private Banking