2010 Proceedings

2010 PROCEEDINGS

Link to slides and recordings below.

SUNDAY, OCTOBER 10 – FIRST GENERAL SESSION
Presiding:
Gary L. Harbin, NCTR President; Executive Secretary, Kentucky TRS

OPENING PANEL: WHERE ARE WE GOING?
Moderator:
Beth Almeida, National Institute on Retirement Security (NIRS)
Panelist: Elizabeth Kellar, Center for State and Local Government Excellence
Slides: Retirement Funding Status and Trends: Rough Seas Ahead
Panelist: Bill Raabe, National Education Association (NEA)
Slides: Where Are We Going?
Panelist: Ron Snell, National Conference of State Legislatures (NCSL)
Slides: State Retirement Legislation in 2010

MONDAY, OCTOBER 11 – SECOND GENERAL SESSION
Presiding: Ronnie Jung, NCTR President-Elect; Executive Director, Texas TRS

PROSPECTS FOR GLOBAL EQUITIES
Moderator: Peter Q. Thompson, Perkins Investment Management LLC
Panelist: Warren Koontz, Loomis, Sayles & Company
Panelist: Shawn Lytle, UBS Global Asset Management
Slides: Prospects for Global Equities

ECONOMIC FORECAST
Introduction: Tony Gelderman III, Bernstein Litowitz Berger & Grossmann LLP
Speaker: Peter Ricchiuti, Financial Markets Professor, A.B. Freeman School of Business, Tulane University
Slides: Market Signals

THE FUTURE OF RETIREMENT SECURITY
Speaker: Roger Ferguson, President and CEO, TIAA-CREF

ACTUARIAL PANEL DISCUSSION
Moderator: Joe Newton, Gabriel, Roeder, Smith & Company
Panelist: Cindy Fraterrigo, PricewaterhouseCoopers
Slides: Funding versus Expense
Panelist: John Garrett, Cavanaugh Macdonald Consulting, LLC
Slides: You Want Me To Do What to My Balance Sheet?
Panelist: Kim Nicholl, The Segal Company
Slides: Impact on Retirement Plan Design

CONSULTANTS ROUNDTABLE
Moderator: Jack Ehnes, CalSTRS
Panelist: Allan Emkin, Pension Consulting Alliance, Inc.
Panelist: Patrick J. (PJ) Kelly, Ennis Knupp & Associates
Panelist: Jeff Slocum, Jeffrey Slocum & Associates, Inc.

2010 PROCEEDINGS

Link to slides and recordings below.

TUESDAY, OCTOBER 12 – THIRD GENERAL SESSION
Presiding: Peggy G. Boykin, NCTR Secretary/Treasurer; Director, South Carolina RS

REAL ESTATE TRENDS
Moderator: Jim Clayton, Cornerstone Real Estate Advisers LLC
Panelist: Janet Becker-Wold, Callan Associates Inc.
Panelist: Kevin Faxon, J.P. Morgan Asset Management
Panelist: John Virtanen, New York STRS
Slides: Real Estate Trends

GLOBAL STRATEGIES
Moderator: Jerry Albright, Texas TRS
Panelist: Christopher Getter, PIMCO
Panelist: Joseph Morgart, Pyramis Global Advisors
Panelist: Dennis Sugino, Cliffwater, LLC

LEGAL ISSUES AFFECTING PUBLIC PLANS
Moderator: Dave Stella, Wisconsin Department of Employee Trust Funds
Panelist: Mary Beth Braitman, Ice Miller LLP
Slides: Governmental Plans Tax Update
Panelist: Pamela R. Kinard, Internal Revenue Service
Slides: Legal Issues Affecting Retirement Plans
Panelist: Lisa Mezzetti, Cohen Milstein Sellers & Toll PLLC
Slides: The Dodd-Frank Wall Street Reform and Consumer Protection Act

WEDNESDAY, OCTOBER 13 – FOURTH GENERAL SESSION
Presiding:
William Finelli, NCTR Executive Committee Member; Trustee, ERS of Rhode Island

HEALTH CARE UPDATE
Moderator: Tom Lussier, Lussier, Gregor, Vienna & Associates, Inc.
Panelist: Anne Jones, Humana, Inc.
Slides: Medicare Advantage Update
Panelist: Patrick Pechacek, Deloitte Consulting LLP
Slides: Health Care Update: Impact of Health Reform
Panelist: Richard K. Wheeler, Extend Health, Inc.
Slides: How Exchanges Maximize Healthcare Value

GOVERNING IN CHALLENGING TIMES
Moderator:
Jim Mosman, NCTR Executive Director
Slide: Governing in Challenging Times
Panelist: Meredith Williams, Colorado PERA
Slides: Governing in Challenging Times
Panelist: Nancy Williams, Ennis Knupp & Associates
Slides: Governing in Challenging Times
Panelist: Marti Zins, Minnesota Teachers Retirement Association
Slides: Governing in Challenging Times

LEGISLATIVE REPORT
Speaker: Leigh Snell, NCTR Federal Relations Director
Slides: Federal Legislative Report

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