2013 Summit Presentations

19th National Penion & Institutions Investor Summit

-- Click on the titles to view the slides presented --

8:15AM - 9:00AM Breakfast Buffet and Registration

9:00AM - 9:15AM Welcome and Introductions

19th2Speaker RobinWehbePic9:15AM - 10:00AM Kickoff Speaker
"Natural Resource Equities, The Ideal Inflation Hedge"
Robin Wehbé, The Boston Company

10:00AM - 10:40AM Panel Discussion: Private Equity
Is the return worth the risk? Can private equity provide higher returns without significantly increasing risk?

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10:40AM - 10:55AM Networking Break

10:55AM - 11:45AM Panel Discussion: Hedge Funds
Can they provide an alternative to fixed income?
Can hedge funds provide some of the risk reduction and diversification previously provided by fixed income?

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11:45AM - 12:30PM Breakout Sessions
Public Plans: Discuss benefit cuts by courts or board and new Texas Trustee Training requirements.

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Corporate Plans: Measuring Success in a Defined Contribution Plan.

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Foundation/Endowments: Discuss payout strategies, fund comparisons, and other issues.

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19th6SpeakerCharlesRuffePic12:30PM - 1:50PM Luncheon Speaker
"The De-Risking Imperative" Charlie Ruffel, Kudu Advisors
Asset-owners have changed in ways scarcely conceivable five years ago.
Charlie Ruffel, formerly the founding editor of PLANSPONSOR and now a managing partner at Kudu Advisors,
will address some of the drivers now impacting institutional asset management strategies.

1:50PM - 2:55PM Panel Discussion: Emerging Markets & Global
What strategies are working? What happened to global and emerging markets?
Expectations exceeded reality, but what now?

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2:55PM - 3:10PM Networking Break

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3:10PM - 3:40PM Afternoon Speaker
"Today's Imvestment Thesis for Floating-Rate Loans"
Dan Norman, ING Investment Management

3:40PM - 4:45PM Panel Discussion: Fixed Income
What is the strategy for a rising yield environment?
What investment strategies for the fixed income allocation work well with rising interest rates?

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4:45PM - 5:00PM Closing

5:00PM - 6:00PM Networking Reception