SACRS FALL CONFERENCE 2009
Schedule The Westin South Coast Plaza HoteL, COSTA MESA
November 10-13, 2009
Tuesday, November 10
3:00 PM – 6:30 PM
LOCATION: Registration
3:00 PM – 5:00 PM New Trustee Training 101 AND Actuary Class
East Galleria/Plaza Ballroom
Introduction to the SACRS organization; responsibilities of being a trustee and the actuarial methodology used by the
pension systems.
SPEAKERS:
MODERATOR: LOCATION:
Paul Angelo, The Segal Co.
Robert Palmer, SACRS Interim Executive Director
George Wood, Alameda County
Monarch Bay
3:00 PM – 5:00 PM BREAKOUT Sessions
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Board Chair / Vice Chair
Learn about legal issues that are, or will, benefit retirement systems, such as: SEC changes, securities monitoring, and importance of good corporate governance.
SPEAKER: MODERATOR: LOCATION:
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This is a panel discussion of practices, techniques, and strategies utilized in efforts to rebut the presumptions, with an emphasis on the cancer presumption.
SPEAKERS:
MODERATOR: LOCATION: San Juan/Marcos
Disability Workshop: Rebutting the Presumptions
Patrick Dahlstrom, Pomerantz, Haudek, Grossman & Gross
Shawn Terris, SACRS Past President
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Marvin Pietruska, M.D.
Diana Ruiz, Sacramento County
Annette Paladino, Santa Barbara County
Mesa Verde
Safety
LOCATION: MODERATOR:
5:30 PM – 6:30 PM
LOCATION: Chris Johnston, Ventura County
San Felipe
Reception
Lido/Waterfall
Wednesday, November 11
7:00 AM – 8:15 AM LOCATION: Breakfast
7:30 AM – 6:30 PM Registration
LOCATION:
8:00 AM – 8:30 AM SPEAKERS: LOCATION:
8:30 AM – 9:30 AM Lido/Waterfall
East Galleria/Plaza Ballroom
Opening Ceremonies (Color Guard, Flag, Pledge, Veteran Recognition)
Rich White, SACRS President
Cal State Fullerton ROTC
Will Pryor, Los Angeles County
John Driscoll, Blue Crest Capital Management
Plaza Ballroom
General Session: Where is the Economy Headed?
A presentation of the economic outlook – including the impact of proposed economic and regulatory reforms.
SPEAKER:
MODERATOR:
LOCATION:
9:30 AM – 10:00 AM LOCATION: Robert Heller, Former Governor, Federal Reserve Board
Casey Jones, SACRS Past President
Plaza Ballroom
Morning Break
East Galleria/Plaza Ballroom
SACRS FALL CONFERENCE 2009
The Westin South Coast Plaza HoteL, COSTA MESA
Wednesday, November 11 (continued)
10:00 AM – 11:00 AM
General Session: Recovery Ahead?
Shake Hands with the Feds…they’re the economy’s partner now. A plus or a minus for the economy and the markets.
LOCATION: SPEAKER:
MODERATOR:
Bruce Johnstone, Fidelity Investments
Anne Holdren, Kern County
Plaza Ballroom
11:00 AM – Noon KEYNOTE SPEAKER: Rick Barry, NBA Hall of Fame
Noon – 1:15 PM
LOCATION:
Terrace North and South/Patio/Pavilion II
1:30 PM – 4:00 PM
BREAKOUT Sessions
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Lunch
Administrator
Bob Blum, Hanson Bridgett
Lucinda Ward, VSP
Mike Heale, CEM Benchmarking
Jim Andersen, Mendocino County
San Diego/Pedro
Affiliate
Rob Harkins, Affiliate Committee Chair
Costa Mesa/Balboa
Counsel
Bob Blum, Hanson Bridgett
Ashley Dunning, Manatt Phelps & Phillips
Harvey Leiderman, Reed Smith
Joe Tabacco, Berman DeValerio
Joe Wyatt, Morrison & Foerster LLP
Johanna Fontenot, Los Angeles County
Lido
Disability: Effective Applicant Interviews
Jan Garner, San Diego County
Richard Smith, Frasco Investigative Services
Vivian W. Shultz, Duckor Spradling Metzger & Wynne
Richard Schlosser, Los Angeles County
Mesa Verde
Internal Auditors: Where There’s Risk, There’s Audit –
Where We Look and Why
Nick Pyzow, CBIZ MHM
Jennifer Haney, CBIZ MHM
Hal Hunt, CBIZ MHM
Anthony Hakes, CBIZ MHM
Patricia Mazzeo, Orange County
Monarch Bay
Investment
Donald Pierce, San Bernardino County
San Juan/Marcos
Ops and Benefits
Suzanne Jenike, Orange County
China Cove
Trustee: Working With The Media
Gerri Madrid-Davis, National Public Pension Coalition
Liz Koppenhaver, Alameda County
Santa Ana
SACRS FALL CONFERENCE 2009
The Westin South Coast Plaza HoteL, COSTA MESA
Wednesday, November 11 (continued)
4:30 PM – 5:30 PM
Legislative Committee Meeting
Richard Stensrud, Sacramento County
LOCATION: MODERATOR:
San Diego/Pedro
5:00 PM – 6:00 PM
Nominating Committee Meeting
Ray McCray, San Joaquin County
LOCATION: MODERATOR:
5:30 PM – 6:30 PM LOCATION:
San Felipe
Reception
Lido/Waterfall
Thursday, November 12
7:00 AM – 8:15 AM LOCATION: Breakfast
7:30 AM – 6:30 PM LOCATION: Registration
8:15 AM – 8:30 AM SPEAKER: LOCATION: Welcome
8:30 AM – 9:30 AM General Session:
Sustainable Or Not Sustainable…The $64 Million Question
Lido/Waterfall
East Galleria/Plaza Ballroom
Rich White, SACRS President
Plaza Ballroom
You have the unique opportunity to hear two of the most outspoken advocates on the future of public pensions in California.
SPEAKERS: LOCATION:
9:30 AM – 10:30 AM Dave Low, CSEA
Keith Richman, M.D.
Robert Palmer, SACRS Interim Executive Director
Plaza Ballroom
System Comparison
Analysis of public pension funds, providing an “apples to apples” comparison of asset allocation and performance data.
SPEAKER:
Marcia Beard, RV Kuhns
Darryl Walker, Alameda County
Plaza Ballroom
MODERATOR:
LOCATION:
10:30 – 11:00 AM LOCATION: 11:00 AM – Noon A
SPEAKERS:
LOCATION:
B
SPEAKERS:
MODERATOR:
LOCATION:
C
SPEAKERS:
Concurrent Sessions
Inflation: Is It Always and Everywhere A Monetary Phenomenon?
Santa Ana
Tactical Asset Allocation vs. Strategic Investing
Scott Whalen, Wurts & Associates
Arun Muralinhar, MCube Investment Technologies
Don Pierce, San Bernardino County
Costa Mesa/Balboa
The Obama Health Plan Proposal: A Modern-Day “Pandora’s Box”
Rosanne Ott, Fred Alger
Sally Pipes, Pacific Research Institute
Ophelia Basgal, Alameda County
East Galleria/Plaza Ballroom
Richard C. K. Burdekin, Claremont Mckenna College
Marc D. Weidenmier, Claremont Mckenna College
Networking Break
MODERATOR:
LOCATION:
Mesa Verde
Noon – 1:15 PM Lunch
LOCATION:
Terrace North & South/Patio/Pavilion II
SACRS FALL CONFERENCE 2009
The Westin South Coast Plaza HoteL, COSTA MESA
Thursday, November 12 (continued)
Concurrent Sessions
1:30 PM – 2:30 PM
A
SPEAKERS: MODERATOR: LOCATION: B SPEAKERS:
LOCATION:
MODERATOR: C
SPEAKERS: LOCATION:
The MVL Debate: Overview and Update
Alan Milligan, CalPERS
Paul Angelo, The Segal Co.
Tim Barrett, San Bernardino County
Santa Ana
Signs of Life in Private Equity: Why General Partners are Optimistic
Albert Clerc, Pathway Capital
Vincent Dee, Pathway Capital
Cary Halley, Contra Costa County
Costa Mesa/Balboa
Signs of Stability in 2010: The Shifting Sands of Pay-to-Play, Placement Agent, Campaign Contribution and Conflict of Interest Rules
Ashley Dunning, Manatt Phelps & Phillips
Michael Toumanoff, Manatt Phelps & Phillips
Mesa Verde
2:30 PM – 3:00 PM LOCATION: Break
3:00 PM – 5:00 PM Concurrent Sessions
A
SPEAKERS:
East Galleria/Plaza Ballroom
SACRS 2009 Legislative Update
LOCATION: B
Richard Stensrud, Sacramento County
Andrew Antwih, SLGS
Jim Lites, Schott & Lites
Santa Ana
Opportunities and Outlook for Real Estate:
A Current Perspective and Outlook for Real Estate from Industry Experts
SPEAKERS: Micolyn Yalonis, Townsend Group
John McClelland, Los Angeles County
Michael Gately, Cornerstone
LOCATION:
Costa Mesa/Balboa
4:00 PM – 5 :15 PM SPEAKER: LOCATION: 5:30 PM – 6:30 PM LOCATION: Education Committee: Feed Back Tabulating and Meeting
Kathy Foster, Alameda County
San Gabriel
Reception
Lido/Waterfall
Friday, November 13
Breakfast
7:00 – 8:15 AM LOCATION: Welcome
8:15 AM – 8:30 AM Lido/Waterfall
LOCATION: SPEAKER:
Rich White, SACRS President
Plaza Ballroom
General Session: Corporate Governance
8:30 AM – 9:30 AM Failing Financial Industry; Un-Reliable Rating Agencies; Politically Controlled Private Corporations:
What Should Institutional Investors Be Thinking? CalSTRS and CalPERS will present their recent Corporate
Governance strategies and activities.
SPEAKERS:
MODERATOR: LOCATION:
Anne Sheehan, CalSTRS
Anne Simpson, CalPERS
Susan Marshall, Baring Asset Management
Plaza Ballroom
9:30 AM – 10:30 AM SPEAKER: SACRS Business Meeting General Assembly
Plaza Ballroom
LOCATION:
SACRS Board of Directors
Upon Adjournment Post Conference Meeting
SPEAKER: SACRS Board of Directors
LOCATION: Balboa