2012 Proceedings

NCTR 90th ANNUAL CONVENTION “Pathways to Retirement Security”

SUNDAY, OCTOBER 7, 2012 — PRE-CONVENTION WORKSHOP: TRENDS IN OUR INDUSTRY

Moderator: Meredith Williams, Executive Director, NCTR
Panelist: Dana Bilyeu, Exec. Officer, Nevada PERS
Panelist: Keith Brainard, Research Director, NASRA
Panelist: Dana Dillon, Board Chair, CalSTRS
Panelist: Nancy Williams, Principal, Hewitt EnnisKnupp

MONDAY, OCTOBER 8, 2012 — FIRST GENERAL SESSION

Presiding: David A. Stella, NCTR President; and Retired Secretary, Wisconsin Department of Employee Trust Funds

KEYNOTE: THE 2012 ELECTIONS
Mara Liasson, Political Contributor, FOX News Channel; National Political Correspondent, NPR

TAKING THE LONG VIEW AMIDST ECONOMIC UNCERTAINTY view slides
George Greig, Chief Global Strategist, William Blair

FUTURE OF RETIREMENT SECURITY
Moderator: Leigh Snell, NCTR Federal Relations Director
Panelist: Dean Baker, Co-director, Center for Economic and Policy Research
Panelist: David John, Sr. Research Fellow in Retirement Security and Financial Institutions, The Heritage Foundation
Panelist: Michael P. Kreps, Esq., Pensions Counsel, US Senate Committee on Health, Education, Labor & Pensions (HELP)

BAD PLANS: WHY 401(K)S WON’T SAVE THE DAY
Ellen E. Schultz, Author of Retirement Heist; and Columnist & former Investigative Reporter, The Wall Street Journal

EQUITIES: US VERSUS GLOBAL
Moderator: Roger Rea, Trustee, Omaha SERS
Panelist: Tedd M. Alexander III, Credo Capital Management view slides
Panelist: Tim Leask, J.P. Morgan

CIO PANEL
Moderator: Kristin R. Finney-Cooke, NEPC, LLC
Panelist: Paul Matson, Exec. Dir., Arizona SRS view slides view handouts
Panelist: Bob Maynard, CIO, PERSI
Panelist: Jennifer Paquette, CIO, Colorado PERA

TUESDAY, OCTOBER 9, 2012—SECOND GENERAL SESSION

Presiding: William Finelli, NCTR President-Elect; and Vice-Chair, Board of Trustees, ERS of Rhode Island

KEYNOTE: THE FUTURE OF THE HEALTHCARE MARKETPLACE: IMPLICATIONS FOR RETIREES
Ian Morrison, PhD, Author, Consultant, Futurist view slides

ALTERNATIVE INVESTMENTS:
Private Equity Panel
Moderator: Michael J. Moy, Pension Consulting Alliance
Panelist: Susan Long McAndrews, Pantheon
Panelist: Mark Nunnelly, Bain Capital
Panelist: Michael W. Taylor, HarbourVest Partners, LLC

Hedge Funds Panel
Moderator: Janet Becker-Wold, Callan Associates
Panelist: Christian Frei, Lazard Asset Management LLC view slides
Panelist: Christopher G. Kirk, Wellington Hedge Management view slides
Panelist: Josh Levine, BlackRock

Real Estate Panel
Moderator: Martin Rosenberg, The Townsend Group
Panelist: Paul Canning, UBS Realty Investors LLC view slides
Panelist: Mark Roberts, RREEF view slides
Panelist: Kevin R. Smith, Prudential Real Estate Investors view slides

RISK MANAGEMENT
Moderator: Linda Jordan, Mesirow Financial
Panelist: Zoubair Esseghaier, State Street Risk Services view slides
Panelist: Max Giolitti, Director of Risk Allocation, Wurts Associates view slides
Panelist: Phil Kivarkis, Hewitt EnnisKnupp view slides

WORKSHOP 1: FIXED INCOME OPPORTUNITIES
Moderator: Eileen Neill, Wilshire Associates
Panelist: Jared B. Gross, PIMCO view slides
Panelist: Kevin Kearns, Loomis, Sayles & Company view slides
Panelist: Carl Eichstaedt, Western Asset Management Co. view slides

WORKSHOP 2: LEGAL UPDATE
Panelist: Mary Beth Braitman, Partner, Ice Miller LLP view slides
Panelist: Wayne Schneider, General Counsel, NYSTRS view slides

2012 NATIONAL TEACHER OF THE YEAR
Supercharging The Teaching Profession By Reigniting The Power Of One
Rebecca Mieliwocki, 7th-Grade English Teacher, Luther Burbank Middle School, Burbank, California

WEDNESDAY, OCTOBER 10, 2012 — THIRD GENERAL SESSION

Presiding: Tom Lee, NCTR Secretary/Treasurer; and Executive Director, New York State TRS

IMPLEMENTING GASB PANEL
Moderator: Pat Robertson, Exec. Dir., Mississippi PERS
Panelist:David Powell, Groom Law Firm view slides
Panelist: Leslie Thompson, Gabriel Roeder Smith & Company view slides
Panelist: Rob Wylie, South Dakota RS view slides

ACTUARIAL ISSUES PANEL
Moderator: Jill Bachus, Director, Tennessee Consolidated RS
Panelist: Janet Cranna, Buck Consultants view slides
Panelist: Todd B. Green, Cavanaugh Macdonald Consulting, LLC view slides
Panelist: Kim Nicholl, The Segal Company view slides

LEGISLATIVE SESSION
Panelist: Dean Kenderdine, NCTR Legislative Committee Chair; and Exec. Dir., Maryland SRPS
Panelist: Leigh Snell, NCTR Federal Relations Director

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