Pension and Financial Services Conference


Click HERE to view the program book from 2017.


Thank you to corporate partner and sponsor commmitments - click HERE to view the list. 

Mark your calendar June 4-6, 2018 for the 29th Annual Pension and Financial Services Conference being held in Houston, TX.


 
Nearly 600 attendees experienced three-days of sessions and discussions covering essential topics in investment trends, strategies, and the regulatory environment in institutional asset management, brokerage and municipal finance at the 28th Annual Pension and Financial Services Conference held in Los Angeles. 
With the theme "Positive Disruptions: Leveraging New Drivers of Economic Growth" as a backdrop for the conference, main stage sessions included The Millennial Mindset - Understanding the Industry's Newest Key Influencers, Consumers, and Talent with speakers from Nationwide, Macquarie Investment Management and UBS; The Changing Landscape of Asset Management with speakers from Northern Trust Asset Management, PGIM, and CaseyQuirk;  Let's Talk Politics  with Bakari Sellers, CNN Political Analyst, Lawyer and Activist; and Alternatives to 2&20 Strategies with asset allocators and investment consultants Liza Crisafi, Chief Investment Officer, San Diego City Employees' Retirement System (SDCERS); Rodney L. June, Chief Investment Officer, Los Angeles City Employees' Retirement System (LACERS); Jay V. Kloepfer, Executive Vice President and Director of Capital Markets Research, Callan Associates, Inc.; and John J. Lee, Partner, Aon Hewitt Investment Consulting.
 
  
 
Featured speakers also included: 
  • The Honorable Jeff DeWit, Treasurer, State of Arizona  
  • Ndabe Mkhize, CFA, CAIA, Chief Investment Officer, Eskom Pension and Provident Fund 
  • Joaquim Levy, Managing Director and Chief Financial Officer, World Bank Group
  • Vicki Fuller, Chief Investment Officer, New York State Common Retirement Fund
  • Michael Levitt, Chief Executive Officer, Kayne Anderson Capital Advisors, L.P.
  • Tad Rivelle, Group Managing Director and Chief Investment Officer, Fixed Income, The TCW Group, Inc. 
  • Christopher J. Ailman, FSA, Chief Investment Officer, California State Teachers Retirement System (CalSTRS)
  • Joseph Boateng, CFA, Chief Investment Officer, Casey Family Programs
  • Ted Eliopoulos, Chief Investment Officer, California Public Employees' Retirement System (CalPERS)
 
    
   
 
Regional and national business leaders served as keynote speakers including Deborah Flint, Chief Executive Officer, Los Angeles World Airports (LAWA); Christine Simmons, President and Chief Operations Officer, Los Angeles Sparks; Chris Garcia, Acting National Director, Minority Business Development Agency, U.S. Department of Commerce, and The Honorable John Chiang, Treasurer, State of California.
 
NASP was honored to have the support of over 75 Corporate Partners and Sponsors from large global services companies as well as leading minority and women owned firms from the financial services industry.
 
The NASP Institute exclusively designed for public pension, foundation and endowment trustees and investment staff explored topics such as Ethics and Corporate Governance: What Every Trustee Should Know; Adding Value through Private Capital: How Alternative Investments Can Be Utilized for Increased Returns; Investment Targets and Bogeys - Managing Risk, Targets and Liquidity; and Better Understanding the MWBE Asset Manager Universe.
 
The Professional Development Series is  designed to teach effective strategies to build leadership, communication and critical thinking skills for young and mid-career professionals and included topics such as Code-Switching and Authentic Leadership; Global Economy: Being Prepared for your Seat at the Table, Mesa or Tafel; Machine Wisdom: Blockchain, Big Data and Their Impacts on Finance; and a session focused on Wealth Management Powered by Morgan Stanley on Advising the High Net Worth Client: From the Corporate Boardroom to the National Stage. Thanks to NASP Sponsor Greenberg Traurig, LLP, PDS attendees also had an opportunity to take the Clifton'sStrengthsFinder Analysis and learned how to evaluate the results with a session facilitated by Pepperdine University. Additionally, One-on-One Career Coaching Sessions were provided by Nationwide, Wellington Management, PGIM, Morgan Stanley and Pepperdine University.  
 
  
    
Now in its third year, the Africa Financial Summit was privileged to have speakers and attendees traveling from countries including South Africa, Nigeria, Mauritius, and Uganda. Topics covered Channels for Investing in Africa: The Growing Role of Private Equity and Infrastructure; Co-investments with African Pension Funds and Institutional Investors: Current Opportunities and Challenges; U.S./Africa Cross-Continent Best Practices in Financial Services and Pension Fund Management as well as a main stage panel that explored the role of impact investing funds and other private investment vehicles to address the continent's development goals with Agnes Dasewicz, Director, Office of Private Capital and Microenterprise, USAID; Joseph Boateng, CFA, Chief Investment Officer, Casey Family Programs; Ndabe Mkhize, CFA, CAIA, Chief Investment Officer, Eskom Pension and Provident Fund; and Jim Roth, PhD, Co-Founder, LeapFrog Investments.
 
Tuesday and Wednesday concurrent sessions were led by industry experts on topics including Whose Fees Are These?; Monetization of Non-Core Municipal Assets; The Next Frontier of Retirement Readiness: The Intersection of Pensions (DB Plans), Social Security and Defined Contribution Plans; Municipal CFO and Treasurers' Roundtable; No Plain Vanilla - The Search for Yield; What's All the Buzz about ESG?; Is the Illiquid Market the Next Bull Market? and other pertinent industry topics.
                                                                                                                                                                                                          
                                   
  
 
For nearly three decades the NASP annual conference has been a vital event for diversity in the industry with a focus on training and education. The conference provides numerous opportunities to engage in peer networking and to renew relationships in an inclusive environment. Thank you to conference attendees and corporate partners and sponsors for the continued support and participation!
 
Click HERE to view the program brochure. Click HERE to view photos.
 

A special thank you to the Conference Planning Committees that helped develop great conference programming. 

 
Please click HERE if you are interested in signing up for a planning committee for the 2018 conference.
 
Mark Your Calendar for the 29th Annual Pension and Financial Services Conference Events
 
Kick-Off Reception and  Diverse and Emerging Manager Forum 
Friday, January 26, 2018
Pension and Financial Services Conference
Monday, June 4 through Wednesday, June 6, 2018