Newport Marriott
Newport Marriott, 25 America's Cup Ave, Newport, RI 02840, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Jul 22 EDT - Wed Jul 24 EDT (over 2 years ago)
Location Newport Marriott
25 America's Cup Ave, Newport, RI 02840, USA
Region Americas

Opal Financial Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the new millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/ reward paradigms is center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. 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. By focusing on an atmosphere of education rather than sales or marketing, 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. Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.


2019 Speakers


John Felker, Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security

Chester Spatt
Professor of Finance, Carnegie Mellon University

Pamela R.
Professor of Finance, Carnegie Mellon University

Kenneth B. Dunn
Professor of Finance, Carnegie Mellon University

Anthony Scaramucci
Founder & Co-Managing Partner, Skybridge Capital, LLC


Bob Williamson
Vice President, Battea - Class Action Services, LLC

Steve Hagenbuckle
Founder and Managing Partner, TerraCap Management, LLC

James Perry
Head of Institutional Investor Solutions, Maples Group

John Agenbroad
Chairman, Inter-Local Pension Fund

Juan Carlos Artigas
Director, Investment Research, World Gold Council

Will Buividas
Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

Lily Cavanag
Treasurer, Redford Township Police & Firemens Retirement System

Dean Crombie
Trustee, New Hampshire Municipal Retirement System

Cian Desmond
AVP, Wilshire Alternatives Research, Wilshire Associates Incorporated

Gary Draghi
Chief Investment Officer, Hartford Municipal Employees' Retirement System

Mark Eisner
Chairman, Daytona Beach Police and Fire Pension Fund

Michael Fitzgerald
State Treasurer, State of Iowa

Gerry Fleury
Executive Director, Manchester Employees' Contributory Retirement System

Adam Frankel
Trustee, City of Delray Beach General Employees Retirement Fund

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

Peter Gerlings
CFA, CAIA, Senior Vice President, Head of Private Equity Research, Segal Marco Advisors

Leonard Gilroy
Senior Managing Director, Pension Integrity Project, Reason Foundation

Max Giolitti
Chief Risk Officer, Verus Investments

John Girard
Trustee, Boca Raton Police and Firefighters’ Retirement System

Robert Grden
Executive Director, Wayne County Employees Retirement System

Harry Griffin
Trustee, San Antonio (TX) Fire & Police Pension Fund

Richard Hampton, Jr.
President, Louisiana Trustee Education Council (LATEC)

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

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

Jeff Johnson
Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago

Mark Johnson
Senior Managing Director, Cliffwater

Russ Kamp
Managing Senior Consultant, Alan Biller and Associates

Greg Knoll
Executive Director, Illinois Professional Firefighters Association

Mark Kordonsky
Principal, Sageview Advisory Group

Matthew Lay
Trustee, Oklahoma Firefighters Pension & Retirement System

Curtis Loftis, Jr.
State Treasurer, State of South Carolina

Darryl Mabini
Senior Director, Growth & Stakeholder Relations, HOOPP | Healthcare of Ontario Pension Plan

Matthew Mark
Director US Asset Owners/Distribution, World Gold Council

Daniel Miller
Deputy Executive Director, Board of Education Retirement System of the City of New York

Eileen Neill, CFA
Managing Director, Senior Consultant, Verus Investments

Eric Newman CPA, CGMA
Treasury Manager, City of Stamford (Conn)

Kevin Nichols, CAIA, CIMA
Senior Investment Management Consultant & Vice President, The Forma Group – Morgan Stanley Consulting Group & Institutional Services

Marcia Peters
CIO, Portfolio Evaluations

Nadine Pfeifer
Consultant, Chartwell Consulting

Guy Pinkman
Trustee, Lincoln (NE) Fire & Police Retirement System

Shawn Quinn
Managing Director, Wilshire Private Markets

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

Jim Rizzo
Senior Consultant & Actuary, Gabriel, Roeder, Smith & Company

Ronald Ryan
CEO, Founder, Ryan ALM, Inc.

Daniel Ryan
Project Coordinator, Illinois Public Pension Fund Association (IPPFA)

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

Adam Schenck
Principal, Managing Director, Head of Fund Services, Milliman

Don Shannon
Director, StepStone Group

Jim Smith
Trustee, San Antonio (TX) Fire & Police Pension Fund

Alec Stais
Chief Investment Officer, Employees' Retirement System of Rhode Island

Suzanne Taylor
Chairperson, Old Saybrook Retirement Board

Darryl Walker
Board Trustee, Alameda County Employees Retirement Association

Doug Watler
Trustee, Deltona Firefighters Pension Plan

Joe Yiu
CIO, ElmTree Funds

John Morabito
Managing Director, Portfolio Manager, EnTrust Global LLC

Ed Burton
Trustee, Virginia Pension Reform Commission

William Beck
Vice President, Wilshire Manager Research, Wilshire Consulting

Tom Hickey
Partner & Chair of Fund Formation, Foley & Lardner LLP

Dana Callow
Investment Committee, Trustee, Boston Millennia Partners

Kathryn Pizzi
Sr. Investment Consultant, Fiduciary Investment Advisors, LLC

Charles Bryant
Trustee, The Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS)

Mark Steed
Chief Investment Officer, Arizona Public Safety Personnel Retirement System

Will Forde
CAIA, Consultant, NEPC, LLC

Michael Acton
CFA, Managing Director, Head of AEW Research, AEW Captial Management L.P.

John Phinney
CEO, Convergence, Inc

Edwin Davison
Associate Portfolio Manager and Senior Equity Analyst, DuPont Capital Management

Lode Devlaminck
Managing Director, Equities, DuPont Capital Management

Mark Foust
Senior Portfolio Specialist, DuPont Capital Management

Russ Kamp
Managing Senior Consultant, Alan Biller and Associates

C. LaRoy Brantley
Principal, Consultant , Meketa Investment Group

Thomas Forma
Senior Vice President- Senior Institutional Consultant, The Forma Group- Morgan Stanley Consulting Group & Institutional Services

Sponsors & Partners

2019 Sponsors and Partners

• DuPont Capital

• Terra Cap

• Andra Global
• Battea
• Birch Grove
• Cboe
• Elm Tree Funds
• Maples Group

• WinTech

• Portfolios With Purpose

• Alpha Journal
• ASIA CEO Community
• Backstop BarclayHedge
• Capro Asia
• Connext Consulting
• CrowdReviews
• Eureka Hedge
• Family Office Elite Magazine
• Financial Poise
• Focus Economics
• The GRC Bluebook
• Integri DATA
• Preqin
• Private Banking
• SAVVY Investor
• Smart Money Match
• Talk Markets
• What up in Town