017 fall conference nom 4˜17 - state association of ... fall conference/sacrs_fall... ·...

Hyatt Regency | San Francisco Airport, Burlingame, CA

NOVEMBER 14-17, 2017 CONFERENCE2 0 1 7 FALL

*Please check sacrs.org for updates

TUESDAY, NOV. 14, 2017

1:00 PM-6:30 PM SACRS Registration Location: Grand Peninsula Foyer

3:00 PM-5:00 PM New/Advanced Trustee Training 101 Investments and Roundtable

Location: Grand Peninsula E

Speaker: Sam Austin, NEPCModerator: Vivian Gray, Los Angeles CERA

3:00 PM-5:00 PM Disability/OpsAsk the Experts Panel: Disability Retirement

Location: Grand Peninsula F

Join us on Tuesday as we convene a group of disability consultants

to offer information, advice and viewpoints on disability retirement.

Speakers: Stuart Pearson and David Gyepes, National Disability Evaluations; Barbara Kong-Brown, Independent Arbitrator Moderator: Dominic Brown, Kern CERA

5:30 PM–6:30 PM SACRS Welcome Reception Location: Atrium

WEDNESDAY, NOV. 15, 2017

6:30 AM-7:30 AM SACRS Yoga Location: Sandpebble D

Want to impress your benefits manager when you go back to the

office? Participate in the SACRS Wellness Sessions! Yoga with SACRS

is open to all levels, from beginner to expert. Although yoga poses

are physical exercise, they have the added benefit of bringing great

balance to the mind, body and spirit. A morning yoga session is a

great way to energize before our busy conference day.

Speaker: Sarah Butler, YogaYou

7:00 AM-8:15 AM SACRS Breakfast Location: Atrium

7:30 AM-5:00 PM SACRS Registration Location: Grand Peninsula Foyer

WEDNESDAY, NOV. 15, 2017 CONTINUED

8:15 AM–8:30 AM General Session

Welcome Remarks & Affiliate Emeritus Award

Location: Grand Peninsula Ballroom

Speakers: Dan McAllister, SACRS President; Bob Helliesen, Affiliate Emeritus; Jerry Prior, Affiliate Emeritus; San Mateo County Sheriffs Honor Guard; and Macy Lites, National Anthem Singer


Keynote Presentation Location: Grand Peninsula Ballroom

Sean Spicer, former White House Press Secretary, will offer an

eye-opening look at the current landscape in Washington with

an unforgettable, and at times controversial, former West Winger

insiders perspective.

Speaker: Sean Spicer, Former White House Press SecretaryModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio

9:30 AM-10:00 AM SACRS Networking Break Location: Grand Peninsula Foyer

10:00 AM-10:50 AM General Session

Trade Wars Panel Location: Grand Peninsula Ballroom

Speakers: Stephen Cheung, World Trade Center; and Yu-Ming Wang, Nikko Asset ManagementModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio


CIO Panel Location: Grand Peninsula Ballroom

You won’t want to miss this panel featuring three of our newest

CIOs in the 37 Act family. We’ve listened closely to the conference

feedback and affiliates we heard you loud and clear! This session will

focus on investment perspective and career perspectives from three

highly accomplished new comers to SACRS. These CIOs represent

three of the largest pension systems in the twenty CA counties

managing over $70bn in DB assets collectively. You’ll hear about who

they are, their journeys, along with reflections on the market -and

their market outlook/portfolio positioning going forward. Join us for

this dynamic session welcoming our three newest CIOs.

Speakers: Jonathan Grabel, Los Angeles CERA CIO; Molly Murphy, Orange CERS CIO; and Stephen Sexauer, San Diego CERA CIOModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio





Noon–1:30 PM SACRS Lunch Location: Grand Peninsula ABC

1:30 PM-2:00 PM General Session

RVK Annual SACRS Systems Report Location: Grand Peninsula Ballroom

Speakers: Marcia Beard and Matthias Bauer, RVKModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio

2:15 PM-4:30 PM Breakout Sessions

■ Ops/Benefits Breakout AND Disability Breakout (Consolidated Session)

Location: Grand Peninsula A

Speakers: Dr. Gordon Baumbacher; and Harry Kenworthy, Lean Government CenterModerator: Jackie Purter, Sonoma CERA

■ Affiliate Breakout

Consultants Panel Location: Grand Peninsula E

Speakers: Scott Whalen, Verus; David Sancewich, PCA; Stephen McCourt, Meketa; and Jamie Feidler, CliffwaterModerator: George Sands, Lazard Asset Mgmt.

■ Attorney Breakout

Location: Grand Peninsula B-C

Speaker: Harvey Leiderman, Reed SmithModerator: Brenda Carlson, San Mateo CERA

■ Internal Auditors Breakout

Understanding Cybersecurity Location: Grand Peninsula F

Speaker: Vijay Jagar, Alameda CERAModerator: Harsh Jadhav, Alameda CERA

■ Administrators Breakout

Location: Bayside

Moderator: Johanna Shick, San Joaquin CERA


■ Investment Breakout

Case Studies of Success: Using MCAs to Invest in Manager Best Ideas

Location: Grand Peninsula D

Speakers: James Perry, Maples FS; Tim Barrett, CIO Texas Tech University System and Tom Hickey, Foley & Lardner, LLPModerator: Don Pierce, San Bernardino CERA

■ Trustee Breakout

How Do Investor Biases Affect the Market?

In this session, we will examine how evolution has

programmed us as managers and investors to be prone to

behavioral biases which in turn, influences the actions we take

in predictable ways.

Location: Grand Peninsula G

Speaker: Rau Raghavendra, Professor of Finance, Cambridge Judge Business School and UC BerkeleyModerator: Samantha Begovich, San Diego CERA

■ Safety Breakout

Location: Sandpebble A&B

Moderator: Tracy Towner, Ventura CERA

4:30 PM-5:30 PM Legislative Committee Meeting Location: Sandpebble A&B

Speakers: Tracy Towner, Legislative Committee Chair, Mike Robson and Trent Smith, Edelstein Gilbert Robson & Smith, SACRS Legislative Advocates

7:00 PM–10:30 PM Wednesday Night Event Location: Grand Peninsula Ballroom

All registered conference attendees are invited to enjoy a fun and

merriment evening in the Hyatt’s Grand Peninsula Ballroom. Come

and wind down from a busy conference day with a pre-dinner

reception, then dine on fresh local ingredients that reflect the season

and local flavors. Continue the evening with more time to mix and

mingle with fellow attendees and congratulate Volunteer Award

winners Lance Kjeldgaard, Harsh Jadhav, and Julie Wyne. The fun

continues with a photo booth, live entertainment, and dancing.

Dress code is cocktail attire.




THURSDAY, NOV. 16, 20176:45 AM–7:45 AM SACRS 5K Fun Run/Walk

Location: Lobby of Hotel

Don’t miss SACRS Annual 5K Fun Run/ Walk! Enjoy the cool San

Francisco morning with an invigorating walk, jog or run with fellow

SACRS conference attendees along an easy 5K (3.1 miles)course.

The 5K Fun Run/Walk is a great way for SACRS conference attendees

and guests to come together and get moving before the day’s

educational sessions. All participants receive a SACRS Fun Run/Walk

T-Shirt, water and a snack at the end of the Run/Walk.

7:30 AM-8:30 AM SACRS Breakfast Location: Atrium

7:30 AM-5:00 PM SACRS Registration


Welcome Location: Grand Peninsula Ballroom

Speaker: Dan McAllister, SACRS PresidentModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio


Keynote Presentation Location: Grand Peninsula Ballroom

Speaker: Steve Malin, Allianz Global InvestorsModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio


Artificial Intelligence, Autonomous Cars, Drones and More: How Tech Innovation is Transforming the World and Generating Returns


Innovations in technology are reshaping the world; nearly every

aspect of our daily lives is being transformed by “start-up” technology

companies. Brijesh Jeevarathnam will discuss future technology

trends and their potential impact, show how the venture capital

landscape has evolved in recent years and where it might go next,

and shed light on the challenges pension plans face in creating

a venture capital portfolio and how risk can be managed without

limiting return potential.

Speaker: Brijesh Jeevarathnam, Adams Street PartnersModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio

THURSDAY, NOV. 16, 2017 CONTINUED

10:50 AM-11:10 AM SACRS Networking Break Location: Grand Peninsula Foyer

11:10 AM-12:10 PM General Session


Debi will discuss research on diversity and women in all areas of

business.

Speaker: Debi Hemmeter, Leanin.orgModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio

12:10 PM-1:30 PM SACRS Lunch Location: Atrium

1:30 PM-2:30 PM General Session

Safety Member Memorial Location: Grand Peninsula Ballroom

Speaker: Craig W. Floyd, National Law Enforcement Officers Memorial FundModerator: Frank Mottek, Broadcast Journalist, CBS Station KNX 1070 Newsradio

2:30 PM-3:00 PM SACRS Networking Break Location: Grand Peninsula Foyer

3:00 PM-4:00 PM Concurrent Sessions

■ Concurrent Session A

SACRS Legislative 2017 Update Location: Grand Peninsula ABC

Speakers: Tracy Towner, SACRS Legislative Committee Chair; Trent Smith and Mike Robson, EGRS - SACRS Legislative Advocates

■ Concurrent Session B

Asset Allocation - Living Proof That Smart Women Finish First

Location: Grand Peninsula D

Two outstanding professionals discuss their journey to success

in the institutional investment business. Along the way, they

will offer perspectives on portfolio construction as the Golden

Age of central banks continues to mature.

Speakers: Eileen Neill, Verus; and JJ Milder, Callan AssociatesModerator: Robert Harkins, University of Montana Endowment




THURSDAY, NOV. 16, 2017 CONTINUED

■ Concurrent Session C

Communicating Effectively to Members in Each Generation

Location: Grand Peninsula EFG

Our retirement systems may include members of four different

generations. This session will teach us generational behaviors

and how to communicate effectively to each group on the

importance of retirement planning.

Speakers: Kathy Espinoza, Keenan & Associates and Jennifer Schuster, Segal Consulting

4:00 PM–5:00 PM Education Committee Meeting Location: Bayside

Speaker: Christie Porter, SACRS Education Committee Chair

5:00 PM-6:00 PM SACRS Reception Location: Atrium

FRIDAY, NOVEMBER 17, 20177:30 AM-8:30 AM SACRS Breakfast

Location: Atrium

7:30 AM–9:30 AM SACRS Registration Location: Grand Peninsula Foyer

FRIDAY, NOVEMBER 17, 2017 CONTINUED


Welcome Location: Grand Peninsula Ballroom

Speaker: Dan McAllister, SACRS President


How Protected Are Your Pension Benefits?


Whether by error-correction, charter, legislative or employer

mandate, felony forfeiture rules, or federal garnishment orders,

members of California public retirement systems continue to see

different avenues by which their benefits may be impacted and

wonder about the extent to which the benefits they believe they

have earned, or will earn in the future, are protected. This panel will

discuss some of the latest developments in the California courts and

public retirement system administration regarding this challenging

topic.

Speakers: Ashley Dunning, Nossaman, LLP and Johanna Fontenot, Los Angeles CERA

9:50 AM–10:00 AM SACRS Break Location: Grand Peninsula Foyer

10:00 AM-Adj SACRS Business MeetingSpeaker: SACRS Board of Directors


SACRS CONFERENCE WIFIStay Connected! To access SACRS Conference WiFi simply view available wireless networks, and follow instructions:

1 Connect to “@Hyatt_Meeting” network.

2 Open your web browser, enter sacrs.org.

3 Enter the access code: “sacrs2017” in the login section.

4 Accept Terms and Go.

CONFERENCE PRESENTATIONSPresentations from the many educational session to be presented at the conference are available online. The presentations have been uploaded to SACRS website under the SACRS Fall Conference Page, you can view or download all of these materials from your computer. Please note that the presentations posted online represent all those that have been received from the presenters. Check back periodically for updated content.

017 fall conference nom 4˜17 - state association of ... fall conference/sacrs_fall... ·...

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