Public Funds Summit 2018 | Opal Group | 8 January 2018 | Hyatt Regency Scottsdale, 7500 East Doubletree Ranch Road, Scottsdale, AZ, US

The Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers, and consultants. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds.

Funding concerns and declining returns have led many pension plans to seek a balance between risk and reward in order to meet pension obligations. Furthermore, the role of investment and its returns are essential to the concern of meeting obligations to pension members. How investment managers, across various strategies, can aid public pension plans in ensuring a safe future for its members will be key in the conversations at the event. The exchange of ideas both in and out of the session halls is key in educating and identifying viable alternatives that will address these concerns. Beyond the investment sphere, we also address legal issues facing pension plans, ethics regulations and the importance of on-going education for plan sponsors and their fiduciaries. We will also discuss the importance of politics and public perception of pension plans and the role that trustees and pension officers have in creating a positive image for their plans.

2018 Keynote Speakers:

Brad Katsuyama
CEO and Co-Founder, IEX

Senator Paul Strauss
Unites States Senator for the District of Columbia(Shadow)

David Checketts
Managing Partner, Checketts Partners Investment Management

Chuck Baker
Co Chair, Sports Industry Group, O' Melveny & Myers LLP

2018 Speakers:

John Agenbroad
Chairman, Inter-Local Pension Fund

Jeff Alexander
Founder, Babelfish Analytics

Art Alfaro
Trustee, Austin Firefighters' Retirement & Relief Fund

Kathleen Barchick
Senior Managing Director, Cliffwater LLC

Jillean Long Battle
Assistant Deputy Treasurer of State, State of Missouri Office of the Treasurer

Dana Blydenburgh
Director, City of Lakeland Retirement System

Crisman Boggan
Portfolio Manager, Tennessee Consolidated Retirement System

John Burns
Managing Director/CFA, Pension Consulting Alliance

Kevin Campbell
Managing Director, DuPont

Lily Cavanagh
Treasurer, Redford (MI) Police & Firemen Retirement System

Burgess Chambers
President, Burgess Chambers & Associates, Inc.

Dale Connors
CFA, Senior Consultant, Ellwood Associates

Dean Crombie
Trustee, New Hampshire Municipal Retirement System

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

Jeff DeWit
State Treasurer, State of Arizona

Marty Dirks
Trustee, Federated Retirement System for the City of San José

Derek Dobson
CEO and Plan Manager, CAAT Pension Plan

George M. Douglas
CFA, Chief Investment Officer, Principal, SSI Investment Management

Michael Fitzgerald
State Treasurer, State of Iowa

Mark Flaherty
General Counsel, Pennsylvania State Association of County Controllers

Thomas Forma
Senior Institutional Consultant, Morgan Stanley

Brad Foster
President/CEO, Foster & Foster, Inc.

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

Leonard Gilroy
Director of Government Reform & Senior Managing Director, Reason Foundation

Max Giolitti
Managing Director, Verus

John Girard
Trustee, Boca Raton (FL) Police & Fire Retirement Association

Robert D. Gordon
Partner, Jenner & Block, LLP

Robert Grden
Executive Director, Wayne County Employees' Retirement System

Harry Griffin
Trustee, San Antonio Fire and Police Pension Fund

Steven Hagenbuckle
Founder, Managing Partner, TerraCap Management, LLC

David Harris
Consulting Actuary, Nyhart

Brad Heinrichs
President/CEO, Foster & Foster, Inc.

Patricia Humbert
Chief Investment Officer, Arizona State Treasurer's Office

Andrew Junkin
President, Wilshire Consulting

Russ Kamp
Managing Partner, Kamp Consulting Solutions, LLC

Greg Knoll
Executive Director, Illinois Professional Firefighters Association

Joshua M. Lavender
Executive Director, J.P. Morgan

Matthew Lay
Trustee, Oklahoma Firefighters Pension & Retirement System

Anthony Lombardi
Associate Partner, Institutional Advisory Solutions, Aon Hewitt

Irv Lowenberg
Treasurer, City of Southfield Michigan

James Maloney
Chairman, Investment Committee, Chicago (IL) Policemen's Annuity & Benefit Fund

Christian McCormick
CFA, Director, Allianz Global Investors

Nick Meggos
Retirement Consultant, Nyhart Company, Inc.

Jonathan Miller
Portfolio Advisor, Rampart Investment Management Company, LLC

Eileen Neill
Managing Director, Senior Consultant, Verus

Steve Nelsen
Executive Director, Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF)

Kevin M. Nichols, Senior Investment Management Consultant, The Forma Group - Morgan Stanley Wealth Management

Steve Olish
Executive Director, St. Louis Police Retirement System

Bradley R. Olsen, Principal & Senior Portfolio Manager, Recurrent Investment Advisors

Stefan Parker
Business Development, IEX (The Investors Exchange)

Tim Paulson
Investment Strategist, Lord Abbett & Co. LLC

Dave Piasecki
CIO, ElmTree Funds

Guy Pinkman
Trustee, City of Lincoln Police and Fire Pension

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

Rick Rodgers
Vice President, Director | MPPP Plan Administrator, Innovest Portfolio Solutions LLC

Bill Rubin
First City Deputy Controller, Office of the Controller Philadelphia

Don Ruiter
Trustee, Daytona Police and Fire Pension Fund

Daniel W. Ryan, Project Coordinator, Illinois Public Pension Fund Association

Ronald Ryan
CEO, Chief Financial Architect, Founder, Ryan ALM, Inc.

Mustafa Saiyid
Senior Financial Sector Expert, IMF

Michael Salice
Director of Research, SKY Harbor Capital Management, LLC

Scott Schaefer
Senior Investment Officer, Office of Investment and Innovation | SBA

Padraig Sheehy
SVP, KBI Global Investors

John Sitilides
Principal, Trilogy Advisors LLC

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

Thomas Toth
CFA, Managing Director, Wilshire Consulting

Kyle Vanourny
Vice President, Tortoise Capital Advisors

Michael Viteri
Senior Investment Officer, Public Equity, Oregon State Treasury

Kurt Vroman
Board Trustee/Secretary, Deltona Firefighters Pension Board

Thomas E. Wagner, Co-Head of North American Real Estate, Cerberus Real Estate Capital Management, LLC, Senior Managing Director, Cerberus Capital Management

Darryl Walker
Board Trustee, Alameda County Employees Retirement Association

Doug Watler
Board Member & Trustee, Deerfield Beach Fire Pension

Henry Wilson
Trustee, Wayne County Employees' Retirement System

2018 Sponsors and Partners:

EXECUTIVE SPONSOR:
• Allianz Global Investors

GENERAL SPONSORS:
• Babelfish Analytics
• Capital Dynamics
• Cerberus Capital
• DuPont Capital Management
• ElmTree Funds
• IEX
• Jenner & Block
• J.P. Morgan’s Corporate & Investment Bank
• KBI Global Investors (KBIGI)
• Lazard
• Lord Abbett
• Recurrent
• SKY Harbor Capital Management, LLC
• SSI Investment Management, Inc. (SSI)
• TerraCap Management
• Tortoise Capital Advisors

EXHIBITOR SPONSORS:
• Capital Group
• Domain Timber Advisors, LLC
• Fidelity Institutional Asset Management® (FIAM)
• Pension Technology Group (PTG)
• Robbins Geller

MEDIA PARTNERS:
• Alpha Journal
• Automated Trader
• CrowdReviews.com
• Eurekahedge
• FINTRX
• Family Office Networks
• FocusEconomics
• Global Banking & Finance Review
• TheGRCBlueBook
• Hedge Connection
• IntegriDATA
• PRIVATEBANKING.COM
• SmartMoneyMatch
• The Soho Loft Media Group