Public Funds Summit 2023 | Opal Group | 12 January 2023 | Omni Scottsdale Resort & Spa at Montelucia, 4949 E Lincoln Dr, Scottsdale, AZ 85253, USA

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.

2023 Speakers

PRESENTER:

Simon Phillips, Chairman, Muinin Capital Limited

MODERATOR:

Tom Latzke
Consultant, Vice President, Marquette Associates

Joe Matthews, CFA, CFP
Sr. Investment Management Consultant, Morgan Stanley Wealth Management

Jim Schnorf
Investment Committee, Eastern Illinois University Foundation

Kathleen Barchick
Senior Managing Director, Cliffwater

Guy Pinkman
Trustee, Pension Benefit Guaranty Corporation

Larry Mahle
Trustee, City of Atlanta Firefighter's Pension Fund

Rebecca E. Lilly
Financial Advisor, Morgan Stanley Wealth Management

Steve Swanson
Executive Director, Park Employees' Annuity and Benefit Fund of Chicago

PANELISTS:

Stacey Dion
Managing Director & Global Head of Government Affairs, The Carlyle Group

Jonathan Ward
Founder/Author, Atlas Organization/Author of "China's Vision of Victory

Alan Maguire
President, The Maguire Company, Chairman, City of Phoenix Public, Employees Retirement System

Russ Kamp
Managing Director, Ryan ALM, Inc.

Jane White
CEO, Granahan Investment Management

Sarah Hillegass
Director of Public Market Investment, Office of the Illinois State Treasurer

Scott Kimball
Managing Director and Chief Investment Officer, Loop Capital Markets

Christopher Lay
Co-Founder, Leonid Capital Management

Mark Steed
Chief Investment Officer, Arizona Public Safety Personnel Retirement

David Lissek
Managing Partner & Chief Executive Officer, BayFront Capital Partners LLC

Robert Butler
Investment Risk & Compliance Officer, Arizona State Retirement System

Kevin Nichols
CPWA, CAIA, CIMA, US Government Entity Specialist, Centre Harbour Group–Morgan Stanley Consulting Group & Institutional Services

Scott Whalen
Executive Managing Director|Senior Consultant, Verus Investments

Dail St. Claire
President & Sr. Advisor, St. Claire Consultants, LLC

Greg Knoll
Beneficiary Trustee and Executive Director, The Firefighters Pension Investment Fund / IPFA

Blair Richards
CIO, Halifax Port ILA/HEA Pension Plan and Trust Funds

Michael Frerichs
State Treasurer, State of Illinois

Gregory Samorajski
CEO, Iowa Public Employees' Retirement System

2023 Sponsors and Partners

SILVER SPONSORS:
• GIM
• GPM
• ISS SCAS
• LEONID
• Loop Capital
• MC Credit Partners
• SROA Capital
• Terra Cap

BRONZE SPONSORS:
• Amundi Asset Management
• BLB&G
• Pomerantz
• Robbins Geller Rudman and Dowd

MEDIA PARTNERS:
• Caproasia.com
• CIO Insights
• CoinPedia Fintech News
• Gagsty
• Smart Money Match
• SMP