GOLF OUTING – Mansion Ridge Golf Club
(Buses depart Sheraton at 10:30am)

REGISTRATION & CONTINENTAL BREAKFAST

CONCURRENT WORKSHOPS –SESSION 1

Workshop 1A: Is this the End of Defined Benefit?
The session will provide an overview of trends in replacement of defined benefit plans with defined contribution plans and explore the implications for asset allocation strategies. Experts will discuss the arguments for defined benefit plans as well as defined contribution plans.
Moderator:
Lori Crosley, Principal, Greenwich Associates
Panelists Include:
Richard A. Davies, Senior Managing Director-Defined Contribution Services, Alliance Bernstein
Hank H. Kim, Esq., Executive Director and Counsel, NCPERS

Workshop 1B: Success: Is It All in the Numbers?
This interactive session never fails to deliver! Come and be charged to success by Wall Street’s Best — successful brokers that have weathered all markets, implemented innovative strategies and diversified their businesses before the industry demanded. These professionals have become the measure of excellence in their chosen financial services discipline. Seasoned brokers as well as neophytes will find this session rewarding and equally motivating! Come prepared to share where you are, where you want to be and how you plan to grow your business.
Moderator:
Gail Perry-Mason, First Vice President, Oppenheimer & Co.
Panelists Include:
Pat Winans, CEO, Magna Securities Corp.
Ivan Thornton, Managing Partner, Fiduciary Management Group
Tommie R. Hughes, Senior Vice President – Investments, Citi Smith Barney

Workshop 1C: Expanding Investment Opportunities in Financial Services
This panel will examine NASP's groundbreaking legislative initiatives and related best practices. Based on the success of some State and Local governments to mandate the inclusion of minorities and women in their financial services providers, NASP has argued that no less should be done by the Federal government and Federal government agencies. This session will review research compiled on this topic, provide examples of best practices in financial services provider diversity and document NASP’s initiatives on bringing this issue to light on Capitol Hill.
Moderator:
Donna Sims Wilson, Executive Vice President, M.R. Beal & Company
Panelists Include:
Robert Aguallo, Jr., General Manager, Los Angeles City Employees’ Retirement System (LACERS)
Reta Lewis, Esq., Principal, Vanderbilt Consulting, LLC
Rita Sallis, Chief Investment Officer, New York City Retirement Systems

CONCURRENT WORKSHOPS – SESSION 2

Workshop 2A: The Consultant's Chat Room
This panel of senior executives from leading consulting firms will explore issues of importance to plan sponsors, investment managers and the brokerage community. Topic will include market direction, expected sources of future returns, asset allocation trends, the Pension Protection Act, and the aging of America.
Moderator:
Marquette Chester, Partner, Managing Director, INVESCO
Panelists Include:
Doris Ewing, Partner, New England Pension Consultants (NEPC)
Laurence O. Gray, Chief Executive Officer, Gray & Co.
Kristin Finney Cooke, Senior Consultant, Mercer Investment Consulting

Workshop 2B: State of the Wealth Management Industry: Issues and Solutions
In this open session, industry leaders will engage in an interactive discussion of the critical issues that directly affect wealth management professionals and explore viable solutions to the unique challenges faced by financial advisors particularly as it relates to women and people of color.
Moderator:
Mark W. Willis, Managing Director, Head of Diversity, Citi Smith Barney; Chair-Elect, NASP
Panelists Include:
Carl Davis, Vice President, Business Development Officer – Portfolio Management Group, Citi Smith Barney
Octavius T. (Ted) Reid, III, CIMA, Senior Vice President/Wealth Advisor, Morgan Stanley
Thomas H. Seabron, Senior Vice President, Citi Smith Barney

Workshop 2C: P3 Primer
Public Private Partnership (P3) is a hot topic as state and local governments look to monetize the value of their assets or expedite the construction of new facilities. This session will review the keys to successful public-private partnerships including: garnering political support and public sector involvement, selecting the right private sector partner, and creating a well thought-out partnership plan.
Moderator:
David Livingstone, Managing Director, Citi
Panelists Include:
Michael Banks, Partner, Milbank, Tweed, Hadley & McCloy LLP
Trent Vichie, Division Director, Macquarie Securities (USA), Inc.

VIP RECEPTION exclusively for Conference Sponsors & Trustees/Plan Sponsors

TRAVERS BELL AWARDS DINNER GALA
Travers Bell Award Presenter:
Rev. Wendell Anthony, 2006 Travers Bell Award Recipient; Trustee, Detroit General Retirement System; President, Detroit Chapter-NAACP; Pastor, Fellowship Chapel
Travers Bell Award Recipient:
Alphonso E. Tindall, Jr., Esq., Partner, Nixon Peabody, LLP

REGISTRATION & CONTINENTAL BREAKFAST

CONCURRENT WORKSHOPS – SESSION 4
Workshop 4A: New Frontiers in Alternative Investing
A panel of experts will explore the budding opportunities in climate change, infrastructure and directional long/short investing.
Moderator:
Vicki Fuller, Director-Public Funds, AllianceBernstein
Panelists Include:
Nicole Serrette, National Account Manager, FTSE Americas
Tina Byles Williams, Chief Investment Officer & CEO, FIS Group, Inc.
Donna Chapman Wilson, Partner/Head of Product Management, U.S. Structured Products Group, INVESCO
Douglas Lawrence, Managing Director, JPMorgan Real Estate

Workshop 4B: Trends in Wealth Management
This session will discuss recent trends that are redefining the wealth management marketplace. Trends to be discussed include: the business of wealth management becoming more sophisticated with more firms going after financially savvy, ultra high net-worth individuals; wealth managers focusing on specific areas of expertise and teaming up to provide clients with a full-range of services and; the increased need for goal-oriented financial planning for clients.
Moderator:
Irene Elmore, Vice President – Investments, Citi Smith Barney
Panelists Include:
Horace Barker, Branch Manager, Citi Smith Barney
Walter K. Booker, Group Vice President, New Jersey Market Group, Ameriprise Financial
Roman McDonald, President, First Genesis Financial Group

Workshop 4C: Post Katrina Development Update: What’s Next?
This panel will include a review of to date development activities and a discussion of what is planned to rebuild New Orleans after the devastation of hurricane Katrina.
Moderator:
Curtis A. Harris, Director, Merrill Lynch
Panelists Include:
Peter Kessenich, Managing Director, Public Financial Management
Jerome Lomba, Chief Economist, City of New Orleans
Reginald Zeno, Chief Financial Officer, City of New Orleans

TRUSTEE/PLAN SPONSOR SESSION
In this traditionally lively and informative session, trustees and plan sponsors will have the opportunity to discuss issues of importance with their peers in a frank, open environment.
Facilitators:
Diane Bratcher, Director, Pension Unit, Department of Finance, New York City
Ronald Gracia, Trustee, Detroit General Retirement System*
Herman Santos, Trustee, Los Angeles County Employees Retirement Association (LACERA)