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Investments Institute Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, March 8 through Monday, May 1. Please contact if you have questions or need assistance.

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Monday, March 13

8:00 AM – 9:15 AM

II01  Global Economic Outlook

Alan H. Raphael Moderator
Encino, CA

David M. Lebovitz Speaker
Vice President and Global Market Strategist
J.P. Morgan Funds
New York, NY

The Global Economic Outlook opening session will offer a viewpoint of the current and future economic state of regions and countries of interest to investors. Hear an economist’s opinion on the impact of the recent U.S. election results and Brexit on the markets. (#13—Investments)

9:30 AM – 10:45 AM

II02  Models for Pension Investment Decision Making: Discretionary vs. Traditional

Alan H. Raphael Moderator
Encino, CA

Rory Judd Albert Speaker
Senior Partner
Proskauer LLP
New York, NY

This session will discuss a variety of models trustees can consider for delegating investment decisions to third parties, including: • What is an outsourced CIO? • An overview of the spectrum of levels of discretion that funds use • Pros and cons of each model • Impact on fiduciary responsibility (#13—Investments)

11:00 AM – 12:15 PM

II03  Equity Investing

John A. Ross, Jr. Speaker
Senior Vice President and Co-Head of Risk Management
Segal Marco Advisors
Darien, CT

Mark A. Caropreso Moderator
Senior Vice President, Senior Investment Management Consultant, Alternatives Investment Director, Portfolio Manager, Financial Advisor
Morgan Stanley Wealth Management
Niskayuna, NY

This session will provide an outlook on the trends in institutional investing in the domestic and international equity markets. Topics will include: • Passive vs. active management strategies • Global vs. U.S. allocations • Global vs. regional (U.S., non-U.S., emerging market, etc.) strategies • Growth vs. value outlook • Benchmarking your portfolio (#13—Investments)

1:30 PM – 2:45 PM

II04  Fixed Income: Risk Reducer or Income Generator?

Ronit Walny, CFA Speaker
Managing Director
Neuberger Berman
Chicago, IL

Ruben Navarro Moderator
Los Angeles Fire & Police Pensions
Los Angeles, CA

This session will review the current state of fixed income markets, including a discussion of whether funds are mainly investing in these options because of the income they generate or in order to reduce overall portfolio risk. Topics will include risk and return expectations for a variety of fixed income sectors (domestic, global, emerging markets, opportunistic, high yield). (#13—Investments)

3:00 PM – 4:15 PM

II05  Social Security

Kenneth T. Hartman Moderator
Managing Director, Client Executive
Janus Capital Group
Denver, CO

Thomas R. Margenau Speaker
Social Security Consultant
Fort Collins, CO

Hear one expert’s viewpoint on the truths and myths about the Social Security system. In addition, there will be a discussion of the many proposed “solutions” that are frequently discussed in the headlines, such as means testing, raising the eligibility age, etc. (#9—Financial Planning)