DRAFT
National Association Securities Professionals
17th Annual Pension and Financial Services Conference of the National Association of Securities Professionals (NASP)
to be held in Detroit, Michigan
CALENDAR OF EVENTS
PLEASE NOTE: All individuals listed with an asterisk (*) are tentative at this time. The inclusion of their name represents that an invitation has been extended. The program will be updated regularly.
TUESDAY, JUNE 20, 2006
8:00 am – 2:00 pm GOLF TOURNAMENT (Twin Lakes Golf Club)
3:00 pm – 4:15 pm THE POWERFUL WOMEN OF WALL STREET
Closing the Funding Gap – New Approaches to Asset Allocation
Participants Include:
Richard M. Charlton, Chairman and Chief Executive Officer, New
England Pension Consultants
4:15 pm – 5:30 pm SESSION I (Exclusively for Plan Sponsors/Trustees)
SPOTLIGHT ON YOU
Facilitator:
Shelley Simms Reed, Esq., Senior Vice President and General Counsel, FIS Group, Inc.
SESSION 2 (Exclusively for Plan Sponsors/Trustees)
EXAMINING CORPORATE BOARD DIVERSITY
Moderator:
Dennis Dowdell, Jr., Executive Director, Executive Leadership Council & Foundation
Panelists:
Carl Brooks, President, Executive Leadership Council & Foundation
Joyce Johnson-Miller, Managing Partner, JME Opportunity Partners,
Michael Kennedy, Managing Director, Korn/Ferry International
WEDNESDAY, JUNE 21, 2006
9:00 am – 10:00 am OPENING PLENARY SESSION
Welcome Remarks:
The Honorable Kwame Kilpatrick, Mayor, City of Detroit
Keynote Speaker:
The Honorable William C. Thompson, Comptroller, City of New York
10:15 am – 11:30 am PANEL DISCUSSION
Closing the Funding Gap – New Approaches to Asset Allocation
Participants Include:
Richard M. Charlton, Chairman and Chief Executive Officer, NEW England Pension Consultants
Marquette Chester, Partner; Managing Director, INVESCO
Patricia Gerrick,* State Investment Officer, North Carolina Department
of State Treasurer
Peter M. Gilbert, Chief Investment Officer, Pennsylvania State
Employees’ Retirement System
11:45 am – 1:30 pm JOYCE JOHNSON AWARDS LUNCHEON
Keynote Speaker:
The Honorable Ellen Johnson-Sirleaf, President, Republic of Liberia
1:45 pm – 3:15 pm CONCURRENT WORKSHOPS – SESSION 1
WS 1A: Non-Traditional Applications of Traditional Asset Classes
Participants Include:
Eric Baggesen, Senior Portfolio Manager, CalPERS
James Casselberry, Director of Fiduciary Management Services, Ennis
Knupp + Associates
James Francis, Chairman and Chief Executive Officer, Paradigm Asset Management Company
Ken Grimes, Investment Manager, Earnest Partners
WS 1B: Cash & Liquidity Management: Innovations in Domestic and Foreign Corporate Cash Investing
Participants Include:
David L. Nelson, Director, Investor Relations, DaimlerChrysler
Corporation
Dail St. Claire, Managing Director, Williams Capital Management
WS 1C: Swaps: Rate Lock/Hedging Practices
Participants Include:
Erik Hall, Director, Citigroup
Dana Levenson, Chief Executive Officer, City of Chicago
Rita J. Sallis*, Deputy Comptroller for Public Finance, New York City
Sean Werdlow, Managing Director, Siebert Brandford Shank & Co.,
WS 1D: Current Issues in Real Estate Investing
Participants Include:
Robert Beale, Chief Investment Officer, Louisiana State Employees’ Retirement System
Paul Bernard*, Director, MMA Financial, LLC
Steve Burns*, Consultant, Townsend Real Estate Advisors
Chauncey Mayfield, Chief Executive Officer, Mayfield Gentry Realty Advisors Inc.
Honorable Alberta Tinsley-Talabi*, Trustee Detroit Police and Fire Retirement System
Jennifer Pedigo, CFA, Managing Director, AA Capital Partners, Inc.
3:30 pm – 5:00 pm PLAN SPONSOR/ TRUSTEE ONLY SESSION
Making the Case for Alternative Investments
Moderator/Judge:
Kristen R. Finney-Cooke, Senior Consultant, Mercer Investment
Panelists/Attorneys:
Bradley T. Atkins, CFA, Chief Executive Officer, Franklin Park Associates, LLC
Eric Barefield, Senior Vice President, Mesirow Financial
Kenneth H. Fearn, Founder and Managing Partner, Integrated Capital
Venita E. Fields, Senior Managing Director, Smith Whiley & Company
Ray Yazer, Founder & Chief Executive Officer, Dynasty Financial Group
THURSDAY, JUNE 22, 2006
8:30 am – 10:00 am MORNING PLENARY SESSION
A National Conversation on the Social and Financial Future of the Gulf Coast
Moderator:
Maya Kulycky, Reporter, ABC News
Invited Participants Include:
Hector V. Barreto, Administrator, United States Small Business Administration
The Honorable John Kennedy, Treasurer, State of Louisiana
The Honorable Tate Reeves, Treasurer, State of Mississippi
Richard Syron, Chairman and Chief Executive Officer, Freddie Mac
The Honorable Melvin L. Watt, Congressman, NC- 12th District, US House of Representatives
10:15 am – 11:45 am CONCURRENT WORKSHOPS – SESSION 2
WS 2A: Liability-Matching Techniques and Risk Management
Participants Include:
Adrian Anderson, Chief Executive Officer, North Point Advisors, LLC
Seth Doyle, Trustee, Detroit Police and Fire Retirement System
David Olsen, Managing Director, Pension Fund Analytics
WS 2B: Access to Capital
Participants Include:
Calvin Boyd*, Assistant Treasurer, Pulte Corporation
Martin Ragde, Managing Director, Lehman Brothers
WS 2C: Pension Obligation Bonds and Other Post Employment
Benefit Liabilities
Participants Include:
G. Allen Bass, Esq., Counsel, Lewis & Munday, P.C.
Omar Daghestani, Associate Director, UBS Investment Bank
Thomas J. Gavin, Director, Robert W. Baird & Company
Steven Wood, Director, Citigroup
WS 2D: Up Close and Personal: A Day in the Life of a Trader
Participants Include:
Julia Saunders*, Liquid Markets, Electronic Sales Trading, Lehman
Brothers
Reginald Scantlebury, Senior Vice President, Jackson Securities LLC
Richard A. Vigsnes, Senior Vice President, The Northern Trust CO.
12:00 pm – 2:00 pm MAYNARD JACKSON & PACESETTER AWARDS LUNCHEON
2:30 pm – 3:45 pm CONCURRENT WORKSHOPS – SESSION 3
WS 3A: Private Equity Trends
Participants Include:
Thomas Darden, Managing Director, Reliant Equity Investors
Clare Murphy, Executive Director, City and County of San Francisco Employees’ Retirement System
Paul E. Rice, Senior Managing Director, Private Equity, Mesirow
Financial
Precious Williams, Vice President, Goldman Sachs Urban Investment
Group
WS 3B: Innovations in Transportation Funding
Participants Include:
Myron Frierson, Director Bureau of Finance and Administration, Michigan Department of Transportation
James F. Haddon, Managing Director, Citigroup
Janet Hunter-Moore, Director, Bureau of Bond Finance, State of MI.
WS 3C: Emerging Market Equities and Emerging Market Debt
Participants Include:
Ronald Gracia, Trustee and Chairman of the Board, Detroit General
Retirement System
Edwin Lugo, II, Vice President/Portfolio Manager/Analyst, International Equity Service,
Brown Capital Management
Karl E. White, Executive Director, Massachusetts Bay Transportation Authority
5:30 pm – 7:00 pm VIP RECEPTION exclusively for Conference Sponsors & Trustees/Plan Sponsors
7:30 pm – 10:30 pm TRAVERS BELL AWARDS DINNER GALA
FRIDAY, JUNE 23, 2006 WEALTH MANAGEMENT CONFERENCE
“The Future of NASP: Looking Forward and Reaching Back”
8:00 am – 9:30 am BREAKFAST featuring the Mosaic Singers
Keynote Speaker
Rev. Wendell Anthony, Trustee, Detroit General Retirement System; President, Detroit Chapter – NAACP
9:45 am – 11:45 am MORNING WorkshopS
9:45 am – 10:45 am
The Retail Brokers’ Dream
Moderator
Ted Reid, Senior Vice President, Wealth Advisor, Morgan Stanley
Panelists
Anita D’Aguilar, Vice President – Investments, UBS
Charles F. Graham, Vice President - Investments, A.G. Edwards
Tommy Hughes, Senior Vice President, Smith Barney
10:00 am – 11:30 am
The Great Paper Chase: Strategies for Working with Philanthropic, Foundation andEndowment Funds
Moderator
Doris V. Ewing, Partner, New England Pension Consultants
Panelists
John Bernard, Senior Vice President, Smith Barney
John Davis*, Comptroller, Wayne State University
Carol Goss, President and Chief Executive Officer, Skillman Foundation
Karla Hall, Vice President, DTE Energy Foundation
Erica Hunt, President, 21st Century Foundation
Connie Jackson, Chief Executive Officer, St. Bartholomew's & the London Charitable Foundation
11:00 am – 12:00 am
Staying in the Game When the Rules Have Changed
Moderator
Thomas H. Seabron, Senior Vice President – Investments, Financial Consultant, Smith Barney
Panelists
Tamisha Chestnut, Title, Morgan Stanley
Alex David, Director of Diversity Education, Lord Abbett
Darnell Jackson, Senior Vice President, Smith Barney
Mark W. Willis, Senior Vice President, Director of Trading, Smith Barney
12:15 am – 1:30 pm LUNCHEON
Keynote Speaker
The Honorable Jennifer M. Granholm*, Governor, State of Michigan
1:45 pm – 4:00 pm CAREER FAIR
Participating Colleges and Universities
Baker College
Davenport University
Lewis College of Business
Madonna University
Marygrove College
Michigan State University
University of Detroit
University of Michigan (Ann Arbor & Dearborn)
Walsh College of Accountancy and Business Administration
Wayne State University
Wayne County Community College
Participating Corporations
Citigroup
Comerica
INVESCO
Lord Abbett
Morgan Stanley
New England Pension Consultants
UBS
1:45 pm – 4:00 pm AFTERNOON WORKSHOP
1:45 pm – 2:45 pm
40 Hours, 40 Years and a 401(k): Breaking Into Retirement
Planning
Moderator
Gail Perry-Mason, First Vice President, Oppenheimer & Co., Inc.
Panelists
Monica E. Emerson, V.P. and Director of Human Resources, DaimlerChrysler Corporation
Joyce Hayes-Giles, Senior Vice President, Detroit Edison and Michigan Consolidated Gas Co.
Deloris Hunt, Corporate Vice President, Human Resources, Detroit Medical Center
Aubrey Lee, Vice President, Merrill Lynch
Phyllis Golden Morey, Vice President and Chief Litigation and Compliance Counsel, Lear Corporation
Larry Stewart, Vice President, Human Resources, Detroit Edison and Michigan Consolidated Gas Co.
3:00 pm – 4:00 pm
Forging Successful Alliances with Power and Privilege
Moderator
Michelle Ball, Financial Advisor, Merrill Lynch
Panelists
Jerome Bettis, Running Back, Pittsburgh Steelers
Shirley A. Kaigler, Esq, Attorney, Jaffe Raitt Heure & Weiss, P.C.
Greg Kelser, Former NBA Player; Analyst, FOXSports
Lamont Smith*, Chief Executive Officer, All Pro Sports
Clifton Powell, Award-Winning Actor
4:00 pm CONFERENCE CONCLUSION
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