National Association of Securities Professionals (NASP)

5pm – 8pm

NASP Board Meeting
COLUMBUS BALLROOM A & B (2ND FLOOR)

7:00am – 1:00pm

Golf
(Buses depart the Hyatt at 6:30am, 7:30am Shotgun Start)

9:00am – 5:00pm

Early Registration
U.S.S. OLYMPIA (2ND FLOOR)

9:00am – 1:00pm

Philadelphia Mural Tour & Lunch AT THE ROSE TATTOO CAFÉ
(Trolley departs the Hyatt at 9:00am)

2:00pm – 4:00pm

Pre-Conference Educational Program
(Exclusively for Trustees/Plan Sponsors)

2:00pm – 3:00pm

Concurrent Session 1A – Primer on Risk Concepts (2:00 pm - 3:00 pm)
COLUMBUS BALLROOM A (2ND FLOOR)

This session will examine the basics of investment risk and return, covering concepts such as standard deviation, VAR, tracking error, liquidity and credit risk; as well as an overview of the legal aspects of plan and trustee risk.

Moderator:
Gwelda Swilley-Burke, Managing Consultant, Gray & Company

Panelists:
James Henson, Senior Consulting Group Analyst, Citigroup Institutional Consulting
Jonathan Sablone, Partner, Nixon Peabody LLP

Concurrent Session 2A – The Perils and Pitfalls of Risk Evaluation in Volatile Markets (2:00 pm - 3:00 pm)
COLUMBUS BALLROOM B (2ND FLOOR)

This session is designed for the trustee/plan sponsor who would like a deeper understanding of risk model shortfall over the recent past (focusing on alternative asset classes as well as traditional asset classes).

Moderator:
Michelle Clayman, Managing Partner & CIO, New Amsterdam Partners, LLC

Panelists:
Dr. Sam Kirschner, Founding Partner, MayerCap
Gwendolyn Smith Iloani, President & CEO, Smith Whiley & Company

3:00pm – 4:00pm

Risk Management in Action – Insights from Plan Sponsors, Trustees and Risk Officers (3:00 pm - 4:00 pm)
COLUMBUS BALLROOM C (2ND FLOOR)
Prominent professionals on the “front lines” will discuss how they approach and manage risk in their plans and job functions.

Moderator:
Gwendolyn L. Butler, President & Chief Operating Officer, Capri Capital Partners, LLC; Chair-Elect, NASP

Panelists:
Diane Garnick, Senior Investment Strategist, INVESCO
Bill Rubin, Trustee, City of Philadelphia Board of Pensions and Retirement
N.S. Viswanathan, Chief Risk Officer, GE Asset Management

5:30pm – 7:30pm

Opening Reception – Moshulu Restaurant
MOSHULU RESTAURANT (401 S. COLUMBUS BLVD.)

7:30pm

Dinner on your own

7:00am – 8:30am

Registration/Continental Breakfast/Exhibits
GRAND BALLROOM FOYER (2ND FLOOR)

7:30am – 8:30am

NASP Local Chapter Presidents’ Meeting
WASHINGTON (3RD FLOOR)

8:30am – 10:00am

Opening Plenary Session
GRAND BALLROOM (2ND FLOOR)

Presiding:
Mark W. Willis, Managing Director, Citi Smith Barney; Chair, NASP

Speaker Introduction:
Orim Graves, CFA, Senior Vice President, Portfolio Evaluation & Client Service, FIS Group, Inc.; Treasurer, NASP

Featured Speaker:
Dr. Thomas J. Mackell, Jr., Chairman, Federal Reserve Bank of Richmond; Chairman, United Benefits and Pension Services, Inc.; President, Association of Benefit Administrators.

10:15am – 11:15am

Concurrent Breakout Session 1

1. A.) Managing Risk in a Volatile Market
COLUMBUS BALLROOM A (2ND FLOOR)
What investment choices make sense in the current economic environment? Why not consider the perspectives of a public policy leader, global allocation specialist and seasoned consultant on the strategic and tactical moves that should be considered to manage risk in a volatile market? Use their timely approaches for managing risk to build your own strategy!

Moderator:
Stephanie D. Neely, Treasurer, City of Chicago

Panelists:
Alistair Lowe, Senior Managing Director, CIO Global Allocation & Currency, State Street Global Advisors
Steve Xia, Ph.D., CFA, FRM, Principal, Fixed Income Group, Vanguard
Karyn Williams, Ph.D., Managing Director, Wilshire Associates

1. B.) Succeeding in Private Wealth Management
COLUMBUS BALLROOM B (2ND FLOOR)
This panel of successful Wealth Managers will discuss their path to success, approach to attracting wealthy families, wealth management philosophy, and navigating in volatile markets.

Moderator:
Lyle Logan, Executive Vice President, Northern Trust Global Investments

Panelists:
Angela Mwanza, Vice President, Private Investment Management, Lehman Brothers
Octavius (Ted) Reid, III, CIMA, Senior Vice President/Wealth Advisor, Morgan Stanley
Ron Senegal, Senior VP, Wealth Management, Citi Smith Barney

11:30am – 1:30pm

Joyce Johnson Awards Luncheon
COLUMBUS BALLROOM (2ND FLOOR)

Emcee:
Gwendolyn L. Butler, President & Chief Operating Officer, Capri Capital Partners, LLC; Chair-Elect, NASP

Invocation:
Norice Rice, Principal, The Yucaipa Companies

Introduction of Featured Speaker:
Marquette Chester, Senior Director, Invesco Institutional

Featured Speaker:
William G. Clark, Director, Division of Investment, Department of the Treasury, State of New Jersey

Joyce Johnson Award Presenter:
Gail Perry-Mason, 2007 Joyce Johnson Award Recipient; First Vice President, Oppenheimer & Co.
Joyce Johnson Award Recipient:
Carol G. Stukes, Trustee, City of Philadelphia Board of Pensions and Retirement

1:45pm – 2:45pm

Concurrent Breakout Session 2

2. A.) What is considered a traditional or conservative strategy in today’s current marketplace?
COLUMBUS BALLROOM A (2ND FLOOR)
This panel will provide a current definition of traditional and conventional investment methods and strategies. Discover fresh perspectives from investment professionals challenged with the evolving process of incorporating traditional equities and fixed income approaches for portfolio diversification and asset allocation.

Moderator:
Monica Walker, President and CIO-Equity, Holland Capital Management

Panelists:
Christopher McDonough, Chief Investment Officer, City of Philadelphia Board of Pensions and Retirement
Harold Singleton III, CFA, Vice President, Global Equities, AIG Investments

2. B.) Municipal Finance: Managing Through Difficult Capital Markets
COLUMBUS BALLROOM B (2ND FLOOR)
This session will explore the market disruption in the municipal finance arena as a result of the sub-prime crisis. Experts will review strategies implemented to manage through the dislocated variable rate market.

Moderator:
Guy T. Logan, Director, Citi

Panelists:
Adela Cepeda, President, A.C. Advisory, Inc.
Lasana K. Mack, Treasurer and Deputy Chief Financial Officer, District of Columbia (Washington, DC)
Rebecca Rhynhart, Debt Manager, City of Philadelphia

2. C.) Consultants’ Roundtable: Hot Topics, Long-Term Solutions
COLUMBUS BALLROOM C (2ND FLOOR)

Globalization, financial engineering and legislation are producing a dizzying array of products and services claiming to better suit the long term benefit of plan beneficiaries. But do they all... really? Research and field consultants will discuss how longer term trends influence their focus on various investment products and services. This panel will provide you with a multi-faceted perspective of how your firm and products may be perceived in today's market.

Moderator:
Anthony E. Wilkins, CFA, Sr. Vice President, Northern Trust Global Investments

Panelists:
Tom Conroy, MBA, Senior Managing Consultant, PFM Advisors
Kelli Schrade, Vice President and Director of Manager Research, Marquette Associates
P.J. Kelly, CPA, Principal/Consultant, Ennis Knupp & Associates

3:00pm – 4:00pm

Concurrent Breakout Session 3

3. A.) The Urgency of Now: Going Beyond Traditional Approaches
COLUMBUS BALLROOM A (2ND FLOOR)
Experts will explore the practical application of portable alpha, absolute return strategies, private equity, infrastructure and hedge fund strategies to more effectively achieve the best risk adjusted returns for plan sponsors. The discussion will focus the challenges of implementing non-traditional strategies and the impact these strategies will have on plan sponsors’ portfolios.

Moderator:
Kristin Finney-Cooke, Principal, Mercer Investment Consulting

Panelists:
Bradley Atkins, Chief Executive Officer, Franklin Park Associates, LLC
Kristine Brandt, Director, Invesco Private Capital

3. B.) Market Capitalization: Does Size Matter?
COLUMBUS BALLROOM B (2ND FLOOR)
What are the unique options that market caps provide in the current US market? What is the role of capitalization in the future? Join us for a discussion of the unique challenges and current opportunities that small, mid and large capitalization equity strategies provide to investors. Three industry leaders and a veteran plan sponsor will tackle the question of whether size matters and what plan sponsors should expect from their commitment to the three common capitalization designations.

Moderator:
Thomas Elzey, Senior Vice President, Treasurer, CFO, Drexel University

Panelists:
Isaac H. Green, CFA, President & CEO, Piedmont Investment Advisors, LLC
Douglas E. Harrell, Senior Vice President, Mesirow Financial
Ken Grimes, Director, Earnest Partners

3. C.) Wealth Management Town Hall: Issues and Solutions
COLUMBUS BALLROOM C (2ND FLOOR)
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 and Relationship Managers, particularly as it relates to women and people of color.

Moderator:
Mark W. Willis, Managing Director, Citi Smith Barney; Chair, NASP

Panelists:
James J. Smith,Vice President, Institutional Marketing & Client Services, Ariel Capital Management, LLC
Kyle T. Williams, Vice President, JPMorgan Chase, Inc
Trent Williams, Senior Vice President, Private Banking Director, Wachovia Wealth Management

6:00pm – 7:30pm

VIP Reception - exclusively for Conference Sponsors & Trustees/Plan Sponsors
RIVERVIEW (3RD FLOOR)

6:00pm – 7:30pm

General Reception
GRAND BALLROOM FOYER (2ND FLOOR)

8:00pm – 10:00pm

Travers Bell Award Dinner
GRAND BALLROOM (2ND FLOOR)

Emcee:
Monique Braxton, Anchor, NBC10

Speaker Introduction:
Ernest G. Green, Managing Director, Lehman Brothers

Remarks:
Congressman Danny K. Davis, 7th Congressional District of Illinois

Travers Bell Award Presenter:
Alphonso E. Tindall, Jr., 2007 Travers Bell Award Recipient; Partner, Edwards Angell Palmer & Dodge, LLP

Travers Bell Award Recipient:
James F. Haddon, Managing Director, Citi

10:00pm – 1:00am

NASP-PHILADELPHIA AFTER PARTY
INDEPENDENCE SEAPORT MUSEUM (211 S. COLUMBUS BLVD & WALNUT STREET)

7:00am – 8:30am

Registration/Continental Breakfast/Exhibits
GRAND BALLROOM FOYER (2ND FLOOR)

8:15am – 9:30am

Morning Plenary Session
GRAND BALLROOM (2ND FLOOR)

Presiding:
Melva S. Vogler, Chair, Pennsylvania Public School Employees' Retirement System (PSERS)

CIO Roundtable
Chief Investment Officers of some of the country’s largest and most innovative plans will discuss asset allocation trends in light of current challenges in both the public and private markets; their insights into non-traditional asset classes and investment strategies such as infrastructure and green investing; heightened geopolitical pressures. The panelists will also provide insights on their experiences with respect to increasing the diversity of their investment service provider line-up.

Moderator:
Tina Byles Williams, CEO & CIO, FIS Group, Inc.

Panelists:
Walé Adeosun, Chief Investment Officer, Rensselaer Polytechnic Institute
Christopher McDonough, CIO, City of Philadelphia Board of Pensions & Retirement
Alan Van Noord, Chief Investment Officer, Pennsylvania Public School Employees’ Retirement System (PSERS)

9:45am – 10:45am

Panel Discussion – Is There Alpha in Green Investing?
GRAND BALLROOM FOYER (2ND FLOOR)

Many believe that environmental challenges and the investment opportunities created as a result of those challenges will be an important theme over the next decade, anchored by the concept of a “low carbon economy.” Plan sponsors and thought leaders on the green investment space will discuss the investment opportunities and the role that they may play in an institutional portfolio.

Moderator:
Rita J. Sallis, Chief Investment Officer, City of New York

Panelists:
Roger Kenyon, Principal Advisor, Eden Global Fund, LLP, FIS Group, Inc.
Denise L. Nappier,Treasurer, State of Connecticut
Robin L. Wiessmann, Treasurer, Commonwealth of Pennsylvania

11:00am – 12:00pm

Concurrent Breakout Session 4
COLUMBUS BALLROOM A (2ND FLOOR)

4. A.) Investment Challenges & Opportunities – Looking Ahead
This session will explore innovative ideas on the investment landscape over the next 10 years. Thought leaders from the endowment, consulting and investment management communities will share their vision of the world plan sponsors will face over the next decade. The panelists will offer their insights into emerging investment strategies/asset classes and other trends that plan managers will need to consider.

Moderator:
Nicholas Stanojev, Director of US Public Funds Sales, State Street Global Advisors

Panelists:
Jaeson Dubrovay, CPA, Senior Consultant, Hedge Funds, New England Pension Consultants
MaDoe Htun, Chief Investment Officer, William Penn Foundation
Matthew Wright, CIO, Vanderbilt University

4. B.) Going Green – Commercial Real Estate, Retail and New Urbanism
COLUMBUS BALLROOM B (2ND FLOOR)

This session will explore the dynamics and potential returns of urban real estate investing. Experts will discuss the enormous potential for America's cities and first suburbs from the trend to green commercial real estate. Don’t miss this opportunity to learn about the impact on urban retail, hear how pension plans view green real estate and explore how cities execute green development.

Moderator:
Douglas P. Lawrence, Managing Director, JPMorgan Real Estate

Panelists:
Alex Garvin, President & CEO, Alex Garvin & Associates
Yvonne Nelson, Director of Real Estate, City of New York Pension Plans
Lyneir Richardson, Vice President – Urban Land Development, General Growth Properties

4. C.) Living Your Best Life—Heart Health
COLUMBUS BALLROOM C (2ND FLOOR)
This timely and useful session will feature two medical experts in the area of heart health. Don’t miss this opportunity to discover the key to identifying the symptoms, diagnosis and treatment of heart disease, hypertension and stroke along with practical tips on maintenance and diet. Leave this session armed with the tools to make healthy lifestyle choices today to help you live your best life.

Moderator:
Ivanhoe Smith, Consultant, Smith Whiley & Co.

Panelists:
Angela Davis Brown, M.D.
Michael McCoy, M.D.

12:30pm – 2:30pm

Maynard Jackson & Pacesetter Awards Luncheon
GRAND BALLROOM (2ND FLOOR)

Emcee:
Dudley Brown, Jr., Co-Chair and Chief Executive Officer, Jackson Securities, LLC

Featured Speaker:
Joseph Haslip, Assistant Comptroller for Pensions, New York City Retirement Systems

Pacesetter Award Presenter:
Nicholas J. Maiale, Chairman, Pennsylvania State Employees’ Retirement System

Pacesetter Award Recipients:
California State Teachers' Retirement System (CalSTRS)
City of Philadelphia Board of Pensions and Retirement

Maynard Jackson Award Presenter:
Eugene J. Duffy, 2007 Maynard Jackson Award Recipient; Partner, Paradigm Asset Management, Co. LLC

Maynard Jackson Award Recipient:
Tina Byles Williams, Chief Executive Officer & Chief Investment Officer, FIS Group, Inc.

2:30pm

* Conference Adjourn *

Sunday June 22, 2008
5pm – 8pm	NASP Board Meeting COLUMBUS BALLROOM A & B (2ND FLOOR)
Monday June 23, 2008
7:00am – 1:00pm	Golf (Buses depart the Hyatt at 6:30am, 7:30am Shotgun Start)
9:00am – 5:00pm	Early Registration U.S.S. OLYMPIA (2ND FLOOR)
9:00am – 1:00pm	Philadelphia Mural Tour & Lunch AT THE ROSE TATTOO CAFÉ (Trolley departs the Hyatt at 9:00am)
2:00pm – 4:00pm	Pre-Conference Educational Program (Exclusively for Trustees/Plan Sponsors)
2:00pm – 3:00pm	Concurrent Session 1A – Primer on Risk Concepts (2:00 pm - 3:00 pm) COLUMBUS BALLROOM A (2ND FLOOR) This session will examine the basics of investment risk and return, covering concepts such as standard deviation, VAR, tracking error, liquidity and credit risk; as well as an overview of the legal aspects of plan and trustee risk. Moderator: Gwelda Swilley-Burke, Managing Consultant, Gray & Company Panelists: James Henson, Senior Consulting Group Analyst, Citigroup Institutional Consulting Jonathan Sablone, Partner, Nixon Peabody LLP Concurrent Session 2A – The Perils and Pitfalls of Risk Evaluation in Volatile Markets (2:00 pm - 3:00 pm) COLUMBUS BALLROOM B (2ND FLOOR) This session is designed for the trustee/plan sponsor who would like a deeper understanding of risk model shortfall over the recent past (focusing on alternative asset classes as well as traditional asset classes). Moderator: Michelle Clayman, Managing Partner & CIO, New Amsterdam Partners, LLC Panelists: Dr. Sam Kirschner, Founding Partner, MayerCap Gwendolyn Smith Iloani, President & CEO, Smith Whiley & Company
3:00pm – 4:00pm	Risk Management in Action – Insights from Plan Sponsors, Trustees and Risk Officers (3:00 pm - 4:00 pm) COLUMBUS BALLROOM C (2ND FLOOR) Prominent professionals on the “front lines” will discuss how they approach and manage risk in their plans and job functions. Moderator: *Gwendolyn L. Butler,* President & Chief Operating Officer, Capri Capital Partners, LLC; Chair-Elect, NASP Panelists: Diane Garnick, Senior Investment Strategist, INVESCO Bill Rubin, Trustee, City of Philadelphia Board of Pensions and Retirement N.S. Viswanathan, Chief Risk Officer, GE Asset Management
5:30pm – 7:30pm	Opening Reception – Moshulu Restaurant MOSHULU RESTAURANT (401 S. COLUMBUS BLVD.)
7:30pm	Dinner on your own
Tuesday June 24, 2008
7:00am – 8:30am	Registration/Continental Breakfast/Exhibits GRAND BALLROOM FOYER (2ND FLOOR)
7:30am – 8:30am	NASP Local Chapter Presidents’ Meeting WASHINGTON (3RD FLOOR)
8:30am – 10:00am	Opening Plenary Session GRAND BALLROOM (2ND FLOOR) Presiding: Mark W. Willis, Managing Director, Citi Smith Barney; Chair, NASP Speaker Introduction: Orim Graves, CFA, Senior Vice President, Portfolio Evaluation & Client Service, FIS Group, Inc.; Treasurer, NASP Featured Speaker: Dr. Thomas J. Mackell, Jr., Chairman, Federal Reserve Bank of Richmond; Chairman, United Benefits and Pension Services, Inc.; President, Association of Benefit Administrators.
10:15am – 11:15am	Concurrent Breakout Session 1 1. A.) Managing Risk in a Volatile Market COLUMBUS BALLROOM A (2ND FLOOR) What investment choices make sense in the current economic environment? Why not consider the perspectives of a public policy leader, global allocation specialist and seasoned consultant on the strategic and tactical moves that should be considered to manage risk in a volatile market? Use their timely approaches for managing risk to build your own strategy! Moderator: Stephanie D. Neely, Treasurer, City of Chicago Panelists: Alistair Lowe, Senior Managing Director, CIO Global Allocation & Currency, State Street Global Advisors Steve Xia, Ph.D., CFA, FRM, Principal, Fixed Income Group, Vanguard Karyn Williams, Ph.D., Managing Director, Wilshire Associates 1. B.) Succeeding in Private Wealth Management COLUMBUS BALLROOM B (2ND FLOOR) This panel of successful Wealth Managers will discuss their path to success, approach to attracting wealthy families, wealth management philosophy, and navigating in volatile markets. Moderator: Lyle Logan, Executive Vice President, Northern Trust Global Investments Panelists: Angela Mwanza, Vice President, Private Investment Management, Lehman Brothers Octavius (Ted) Reid, III, CIMA, Senior Vice President/Wealth Advisor, Morgan Stanley Ron Senegal, Senior VP, Wealth Management, Citi Smith Barney
11:30am – 1:30pm	Joyce Johnson Awards Luncheon COLUMBUS BALLROOM (2ND FLOOR) Emcee: Gwendolyn L. Butler, President & Chief Operating Officer, Capri Capital Partners, LLC; Chair-Elect, NASP Invocation: Norice Rice, Principal, The Yucaipa Companies Introduction of Featured Speaker: Marquette Chester, Senior Director, Invesco Institutional Featured Speaker: William G. Clark, Director, Division of Investment, Department of the Treasury, State of New Jersey Joyce Johnson Award Presenter: Gail Perry-Mason, 2007 Joyce Johnson Award Recipient; First Vice President, Oppenheimer & Co. Joyce Johnson Award Recipient: Carol G. Stukes, Trustee, City of Philadelphia Board of Pensions and Retirement
1:45pm – 2:45pm	Concurrent Breakout Session 2 2. A.) What is considered a traditional or conservative strategy in today’s current marketplace? COLUMBUS BALLROOM A (2ND FLOOR) This panel will provide a current definition of traditional and conventional investment methods and strategies. Discover fresh perspectives from investment professionals challenged with the evolving process of incorporating traditional equities and fixed income approaches for portfolio diversification and asset allocation. Moderator: Monica Walker, President and CIO-Equity, Holland Capital Management Panelists: Christopher McDonough, Chief Investment Officer, City of Philadelphia Board of Pensions and Retirement Harold Singleton III, CFA, Vice President, Global Equities, AIG Investments 2. B.) Municipal Finance: Managing Through Difficult Capital Markets COLUMBUS BALLROOM B (2ND FLOOR) This session will explore the market disruption in the municipal finance arena as a result of the sub-prime crisis. Experts will review strategies implemented to manage through the dislocated variable rate market. Moderator: Guy T. Logan, Director, Citi Panelists: Adela Cepeda, President, A.C. Advisory, Inc. Lasana K. Mack, Treasurer and Deputy Chief Financial Officer, District of Columbia (Washington, DC) Rebecca Rhynhart, Debt Manager, City of Philadelphia 2. C.) Consultants’ Roundtable: Hot Topics, Long-Term Solutions COLUMBUS BALLROOM C (2ND FLOOR) Globalization, financial engineering and legislation are producing a dizzying array of products and services claiming to better suit the long term benefit of plan beneficiaries. But do they all... really? Research and field consultants will discuss how longer term trends influence their focus on various investment products and services. This panel will provide you with a multi-faceted perspective of how your firm and products may be perceived in today's market. Moderator: Anthony E. Wilkins, CFA, Sr. Vice President, Northern Trust Global Investments Panelists: Tom Conroy, MBA, Senior Managing Consultant, PFM Advisors Kelli Schrade, Vice President and Director of Manager Research, Marquette Associates P.J. Kelly, CPA, Principal/Consultant, Ennis Knupp & Associates
3:00pm – 4:00pm	Concurrent Breakout Session 3 3. A.) The Urgency of Now: Going Beyond Traditional Approaches COLUMBUS BALLROOM A (2ND FLOOR) Experts will explore the practical application of portable alpha, absolute return strategies, private equity, infrastructure and hedge fund strategies to more effectively achieve the best risk adjusted returns for plan sponsors. The discussion will focus the challenges of implementing non-traditional strategies and the impact these strategies will have on plan sponsors’ portfolios. Moderator: Kristin Finney-Cooke, Principal, Mercer Investment Consulting Panelists: Bradley Atkins, Chief Executive Officer, Franklin Park Associates, LLC Kristine Brandt, Director, Invesco Private Capital 3. B.) Market Capitalization: Does Size Matter? COLUMBUS BALLROOM B (2ND FLOOR) What are the unique options that market caps provide in the current US market? What is the role of capitalization in the future? Join us for a discussion of the unique challenges and current opportunities that small, mid and large capitalization equity strategies provide to investors. Three industry leaders and a veteran plan sponsor will tackle the question of whether size matters and what plan sponsors should expect from their commitment to the three common capitalization designations. Moderator: Thomas Elzey, Senior Vice President, Treasurer, CFO, Drexel University Panelists: Isaac H. Green, CFA, President & CEO, Piedmont Investment Advisors, LLC Douglas E. Harrell, Senior Vice President, Mesirow Financial Ken Grimes, Director, Earnest Partners 3. C.) Wealth Management Town Hall: Issues and Solutions COLUMBUS BALLROOM C (2ND FLOOR) 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 and Relationship Managers, particularly as it relates to women and people of color. Moderator: Mark W. Willis, Managing Director, Citi Smith Barney; Chair, NASP Panelists: James J. Smith,Vice President, Institutional Marketing & Client Services, Ariel Capital Management, LLC Kyle T. Williams, Vice President, JPMorgan Chase, Inc Trent Williams, Senior Vice President, Private Banking Director, Wachovia Wealth Management
6:00pm – 7:30pm	VIP Reception - exclusively for Conference Sponsors & Trustees/Plan Sponsors RIVERVIEW (3RD FLOOR)
6:00pm – 7:30pm	General Reception GRAND BALLROOM FOYER (2ND FLOOR)
8:00pm – 10:00pm	Travers Bell Award Dinner GRAND BALLROOM (2ND FLOOR) Emcee: Monique Braxton, Anchor, NBC10 Speaker Introduction: Ernest G. Green, Managing Director, Lehman Brothers Remarks: Congressman Danny K. Davis, 7th Congressional District of Illinois Travers Bell Award Presenter: Alphonso E. Tindall, Jr., 2007 Travers Bell Award Recipient; Partner, Edwards Angell Palmer & Dodge, LLP Travers Bell Award Recipient: James F. Haddon, Managing Director, Citi
10:00pm – 1:00am	NASP-PHILADELPHIA AFTER PARTY INDEPENDENCE SEAPORT MUSEUM (211 S. COLUMBUS BLVD & WALNUT STREET)
Wednesday June 25, 2008
7:00am – 8:30am	Registration/Continental Breakfast/Exhibits GRAND BALLROOM FOYER (2ND FLOOR)
8:15am – 9:30am	Morning Plenary Session GRAND BALLROOM (2ND FLOOR) Presiding: Melva S. Vogler, Chair, Pennsylvania Public School Employees' Retirement System (PSERS) CIO Roundtable Chief Investment Officers of some of the country’s largest and most innovative plans will discuss asset allocation trends in light of current challenges in both the public and private markets; their insights into non-traditional asset classes and investment strategies such as infrastructure and green investing; heightened geopolitical pressures. The panelists will also provide insights on their experiences with respect to increasing the diversity of their investment service provider line-up. Moderator: Tina Byles Williams, CEO & CIO, FIS Group, Inc. Panelists: Walé Adeosun, Chief Investment Officer, Rensselaer Polytechnic Institute Christopher McDonough, CIO, City of Philadelphia Board of Pensions & Retirement Alan Van Noord, Chief Investment Officer, Pennsylvania Public School Employees’ Retirement System (PSERS)
9:45am – 10:45am	Panel Discussion – Is There Alpha in Green Investing? GRAND BALLROOM FOYER (2ND FLOOR) Many believe that environmental challenges and the investment opportunities created as a result of those challenges will be an important theme over the next decade, anchored by the concept of a “low carbon economy.” Plan sponsors and thought leaders on the green investment space will discuss the investment opportunities and the role that they may play in an institutional portfolio. Moderator: Rita J. Sallis, Chief Investment Officer, City of New York Panelists: Roger Kenyon, Principal Advisor, Eden Global Fund, LLP, FIS Group, Inc. Denise L. Nappier,Treasurer, State of Connecticut Robin L. Wiessmann, Treasurer, Commonwealth of Pennsylvania
11:00am – 12:00pm	Concurrent Breakout Session 4 COLUMBUS BALLROOM A (2ND FLOOR) 4. A.) Investment Challenges & Opportunities – Looking Ahead This session will explore innovative ideas on the investment landscape over the next 10 years. Thought leaders from the endowment, consulting and investment management communities will share their vision of the world plan sponsors will face over the next decade. The panelists will offer their insights into emerging investment strategies/asset classes and other trends that plan managers will need to consider. Moderator: Nicholas Stanojev, Director of US Public Funds Sales, State Street Global Advisors Panelists: Jaeson Dubrovay, CPA, Senior Consultant, Hedge Funds, New England Pension Consultants MaDoe Htun, Chief Investment Officer, William Penn Foundation Matthew Wright, CIO, Vanderbilt University 4. B.) Going Green – Commercial Real Estate, Retail and New Urbanism COLUMBUS BALLROOM B (2ND FLOOR) This session will explore the dynamics and potential returns of urban real estate investing. Experts will discuss the enormous potential for America's cities and first suburbs from the trend to green commercial real estate. Don’t miss this opportunity to learn about the impact on urban retail, hear how pension plans view green real estate and explore how cities execute green development. Moderator: Douglas P. Lawrence, Managing Director, JPMorgan Real Estate Panelists: Alex Garvin, President & CEO, Alex Garvin & Associates Yvonne Nelson, Director of Real Estate, City of New York Pension Plans Lyneir Richardson, Vice President – Urban Land Development, General Growth Properties 4. C.) Living Your Best Life—Heart Health COLUMBUS BALLROOM C (2ND FLOOR) This timely and useful session will feature two medical experts in the area of heart health. Don’t miss this opportunity to discover the key to identifying the symptoms, diagnosis and treatment of heart disease, hypertension and stroke along with practical tips on maintenance and diet. Leave this session armed with the tools to make healthy lifestyle choices today to help you live your best life. Moderator: Ivanhoe Smith, Consultant, Smith Whiley & Co. Panelists: Angela Davis Brown, M.D. Michael McCoy, M.D.
12:30pm – 2:30pm	Maynard Jackson & Pacesetter Awards Luncheon GRAND BALLROOM (2ND FLOOR) Emcee: Dudley Brown, Jr., Co-Chair and Chief Executive Officer, Jackson Securities, LLC Featured Speaker: Joseph Haslip, Assistant Comptroller for Pensions, New York City Retirement Systems Pacesetter Award Presenter: Nicholas J. Maiale, Chairman, Pennsylvania State Employees’ Retirement System Pacesetter Award Recipients: California State Teachers' Retirement System (CalSTRS) City of Philadelphia Board of Pensions and Retirement Maynard Jackson Award Presenter: Eugene J. Duffy, 2007 Maynard Jackson Award Recipient; Partner, Paradigm Asset Management, Co. LLC Maynard Jackson Award Recipient: Tina Byles Williams, Chief Executive Officer & Chief Investment Officer, FIS Group, Inc.
2:30pm	* Conference Adjourn *