MAY 12 1 pm - 2:30 pm - CLOSED
Session: Operational Tools for Liquidity and Re-balancing during Market Volatility
Synopsis: Utilizing best practice approaches to increase liquidity and re-balance is key during market volatility. Justin Henne has worked with several ’37 Act County Retirement Systems on managing administrative challenges during multiple crisis's and can provide valuable examples on tools to maintain investment governance during these times.
Speaker: Justin Henne, Parametric
MAY 13 1 pm - 2:30 pm - CLOSED
Session: Don’t Stop Thinking About Tomorrow – China A-share market & opportunities
Synopsis: While the rest of the world is fighting an escalating COVID-19 pandemic, many believe the Chinese economy is expected to rebound and will provide opportunities for investors going forward. In this session, Ryan LaFond, Deputy CIO sets the stage and first discusses the recent performance of the China A-share market then examines some the key fundamental factors that are impacting valuations across different and unique data sets. Lastly, he explores current opportunities and factors to consider if investing in a dedicated China A share strategy.
Speaker: Ryan LaFond, PhD, Algert Global, LLC
MAY 13 4 pm - 5 pm CLOSED
Session: SACRS Wednesday Night Social Hour
Session Synopsis: Hosted social hour for SACRS members. Music and Fun Themed Event San Diego Style. Join a breakout session on Health and Wellness, What Are You Watching Now, Photo Booth Fun and Hobbies. Donations being accepted for COVID-19 Relief throughout the event. A great time to catch up with SACRS friends.
Vince Dee - Managing Director, Head of Private Credit, Pathway
Richard Mazer – Managing Director, Pathway
Derrek Ransford – Managing Director, Co-Head of Co-Investments, Pathway
Pete Veravanich – Managing Director, Head of Secondaries, Pathway
MAY 15 1 pm - 2:30 pm
Session: Cash Flows & Investment Management in the Time of COVID
Session Synopsis: How is social distancing and mandated quarantines effecting the tax base? Are property taxes reduced? What is the economic slowdown doing to sales taxes? How does this concern funding? Will benefit payments be at risk?
Panel: Dan McAllister, Treasurer Tax Collector San Diego County, Trustee San Diego CERA
Hank Levy, Treasurer Tax Collector Alameda County, Trustee Alameda CERA
Harry Hagan, Treasurer Tax Collector Santa Barbara County, Trustee SBCERS
Don Pierce, CIO, San Bernardino CERA
Steve Davis, CIO, Sacramento CERS
Tim Price, CIO, Contra Costa CERA
Sam Austin, NEPC
MAY 19 1 pm - 2:30 pm
Session: Has the Coronavirus Pandemic Changed the Outlook for ESG Investing?
Session Synopsis: Christian McCormick, Senior Product and Sustainability Specialist, will address how ESG investment strategies have grown in popularity in recent years, whether this additional level of risk management served public pension plans well during the recent pandemic-related market shocks, and what changes might be in store for ESG investing going forward.
Speaker: Christian McCormick, CFA, Director, Senior Product and Sustainability Specialist, Allianz
MAY 20 1 pm - 2:30 pm
Session: Private Market Investing in a Late-Cycle Market or Private Market Investing in the 8th Inning
Session Synopsis: Private equity and other draw down vehicles provide critical uplift to long-term pension fund returns. Should your private investment strategy be tailored to the overall market cycle? In this session, we will discuss current market dynamics and strategies for implementing a successful private asset investment program.
Panel: Gabrielle Zadra, Cliffwater
MAY 21 1 pm - 2:30 pm
Session: The Case for Investing with Small and Emerging Managers
Session Synopsis: Part I - Understanding the Size, Trends, and Opportunities of the Small, Emerging, and Diverse Manager Marketplace
Part II – Value Proposition for Investing in Small, Emerging, and Diverse Managers
As pension plans look to protect, re-balance and grow their assets in volatile market conditions, could small and emerging managers offer risk adjusted returns? Do smaller managers tend to outperform coming out of down markets? How do they perform compared to large managers? Are investors overlooking opportunities? This session will offer investors a deep look at the universe of talent, trends, performance, opportunities and present a solid case for including small, emerging and diverse managers in your portfolio construction.
Peter Braffman, Managing Director, GCM Grosvenor
Jason Howard, Managing Director, GCM Grosvenor
MAY 22 10 am - 11:30 am
Session: Litigation 101
Session Synopsis: What do you see coming out of this new environment in the areas of litigation, that retirement systems should be concerned about as a potential plaintiff and as benchmarks, J curves & projections are re-calibrated.
Speaker: Jeremy Lieberman, Pomerantz Grossman Hufford Dahlstrom & Gross, LLP