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 20 EDT - Wed Jul 22 EDT (over 1 year ago)
Location Newport Marriott
25 America's Cup Ave, Newport, RI 02840, USA
Region Americas

Postponed due to COVID-19

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.

This conference will exclusively feature dialogue driven panel discussions led by consultants and pension funds/plan sponsors. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.


2020 Speakers


Russ Kamp
Managing Director, Ryan ALM, Inc.

Irwin Schwartz
President, Managing Member, Dividex Management, LLC

Carolina de Onís
General Counsel, Teachers Retirement System of Texas

Catherine LaMarr
Deputy Corporation Counsel, City of New Haven

Roel Campos
Partner, Chair of SEC Enforcement Defense Practice, Hughes Hubbard & Reed LLP


Guy Pinkman
Advisory Committee / Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

Joseph Matthews, CFA
Alternative Investments Director, First Vice President, Senior Investment Management Consultant – Financial Advisor, Morgan Stanley Consulting Group & Institutional Services

Max Giolitti
Chief Risk Officer, Verus Investments

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

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

Kurt Vroman
Chairman, Deltona Firefighters Pension Plan

Marcia Peters
CIO, Portfolio Evaluations

Kevin Nichols, CAIA, CIMA
Senior Investment Management Consultant U.S. Government Entity Specialist, Centre Harbour Group–Morgan Stanley Consulting Group & Institutional Services

Michelle Boyles
Consulting Actuary, Milliman

Robert Grden
Executive Director, Wayne County Employees Retirement System

Mark Meyers
Trustee, Dearborn Heights Police & Fire Retirement System

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

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

Lily Cavanagh
Treasurer, Redford Township Police & Firemen’s’ Retirement System

Mark Eisner
Chairman, Daytona Beach Police and Fire Pension Fund

Sponsors & Partners

2020 Partner

• Family Office Networks