IMI INVESTMENT MANAGEMENT INSTITUTE PRESENTS FALL 2014 CONSULTANTS RETREAT. September 22-24, 2014

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1 IMI INVESTMENT MANAGEMENT INSTITUTE PRESENTS FALL 2014 CONSULTANTS RETREAT September 22-24, 2014 OceanCliff Hotel Ocean Drive Newport, Rhode Island Hosted by: TIAA-Cref Radius Ventures LLC

IMI INVESTMENT MANAGEMENT INSTITUTE S FALL 2014 CONSULTANTS RETREAT AGENDA MONDAY, SEPTEMBER 22nd 5:15-5:30 PM REGISTRATION (OceanCliff Ballroom Foyer) 5:30-6:30 COCKTAIL RECEPTION 6:30-8:30

2 IMI INVESTMENT MANAGEMENT INSTITUTE S FALL 2014 CONSULTANTS RETREAT AGENDA MONDAY, SEPTEMBER 22nd 5:15-5:30 PM REGISTRATION (OceanCliff Ballroom Foyer) 5:30-6:30 COCKTAIL RECEPTION 6:30-8:30 DINNER (Ocean Cliff Ballroom) (Jackets Required) OPENING REMARKS Linda K. Gunneson Senior Managing Director Welcome: ADAPTING TO CHANGE Please join us for an after-dinner conversation in the Library 2

3 TUESDAY, SEPTEMBER 23rd (Resort business attire) 7:00-8:00 AM CONTINENTAL BREAKFAST (OceanCliff Ballroom Foyer) 8:00-8:15 WELCOME AND INTRODUCTIONS (OceanCliff Ballroom) 8:15-9:00 THE PENSION CRISIS: CONSULTANTS TO THE RESCUE! The accelerating trend away from DB to DC transfers longevity and investment risk from sponsors to participants who are ill-prepared to handle these. It accentuates the pension crisis rather than solves it as sponsors migrate to the design least costly to them. The consulting community can make a difference, but often is unaware of the more suitable options available to their sponsor clients such as hybrid plans that meet the needs of both sponsor and participant. With the right information, consultants can educate their clients, protect their DB practices and help rescue Pension America. Barry Gillman provides an update on hybrid plans and their impact. Russ Kamp explains Double DB, a hybrid plan design aimed specifically at meeting both sponsor and participant needs. Hosts: Barry M. Gillman, CFA, FIA, ASA Principal Longevity Financial Consulting Russell D. Kamp Managing Partner Kamp Consulting Solutions, LLC 9:00 9:45 WHAT THE CALPERS DECISION MEANS FOR CONSULTANTS, MANAGERS AND INSTITUTIONS Moderator: 9: :00 MORNING REFRESHMENTS 3

4 10:00 10:45 REAL ESTATE: OPPORTUNITIES BEYOND REITS David A. Russell, CFA Senior Investment Strategist & Senior Consultant Investment Performance Services, LLC 10:45 11:30 OCIO WHAT ARE INSTITUTIONS LOOKING FOR? Theodore C. Hermann Managing Director Wilshire Associates. Inc. 11:30-1:00 PM LUNCHEON DISCUSSION: ALTERNATIVES vs TRADITIONAL INVESTMENTS Hosts: Richard E. Dahab, CFA Chairman & Chief Executive Officer Dahab Associates, Inc. Michael Gayner Senior Vice UBS Financial Services, Inc. 1:00-4:45 Golfers depart hotel lobby for: Newport National Golf Club, 324 Mitchells Lane, Middleton RI. OR At 1:30 PM board the Trolley for a scenic ride along Ocean Drive and Tour of Rough Point, Doris Duke s Newport Mansion Tour this Newport estate as a welcome guest, and experience life as a 20th-century heiress. All tours are led by a knowledgeable guide. Small, intimate groups allow for a relaxed and personal experience. Lasting approximately 75 minutes, the tour visits the entire first floor of the house and continues upstairs to the special exhibition galleries. 4:45-6:30 Join us for Croquet and Cocktails on the Great Lawn 6:30-9:00 NEW ENGLAND LOBSTER BAKE (OceanCliff Ballroom) Please join us for an after-dinner conversation in the Library 4

5 WEDNESDAY, SEPTEMBER 24th 7:00-8:00 AM BUFFET BREAKFAST (OceanCliff Ballroom Foyer) 8:00-8:45 PRIVATE REAL ASSETS: IMPROVING PORTFOLIO DIVERSIFICATION WITH UNCORRELATED MARKET EXPOSURE (OceanCliff Ballroom) Jose Minaya Senior Managing Director & Head of Private Markets Asset Management TIAA-CREF 8:45-9:30 CAPITALIZING ON THE NEW BETA WITHIN THE HEALTHCARE INDUSTRY The healthcare system is undergoing a wide-sweeping transformation that will lead to a convulsive and disruptive reorganization of the largest industry of the US economy over the next decade. Some of healthcare industry s traditional sectors will confront tremendous challenges, while new, emerging sectors will rise, creating high-growth winners that generate substantial value for their owners and investors. What are the catalysts driving this mega trend, what are the complimenting investment themes, and which business models are likely to evolve to exploit the opportunity? Daniel Lubin Managing Partner Radius Ventures LLC 9:30-10:15 BEST PRACTICES IN RISK MANAGEMENT Samuel K. Won Founder/Managing Director Global Risk Management Association, Inc. 10:15-11:00 ASSET ALLOCATION IN A VOLATILE MARKET Andrea Malagoli Director Buck Consultants 11:00 OPEN FORUM AND PROGRAM WRAP UP During this time, speakers and attendees will have the chance to ask questions that they may still have with regard to any of the topics that were covered in the forum, as well as suggest ideas for future programs. 5

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