Annual Board Retreat: January 7 & 8, 2009

The 2009 Board Retreat set out to accomplish the following objectives:

  1. To provide the Board with a context for future decisions regarding the allocation of its financial assets.

  2. To provide the Board with an overview of asset allocation methodologies and approaches for the Board to consider.

  3. To provide the Board with an "education" with regard to the risk/reward aspects as well as the pros and cons of several relatively new investment vehicles with which the Board has little or no experience, but which might be considered as part of a new asset allocation strategy.
Session Speaker
Wednesday, January 7, 2009

Capital Market Trends and Forecast

A panel discussion of the impact of the Presidential and Congressional elections and Capital market trends and forecasts.

Review of Fund Condition, Liabilities and Returns

An overview of pension funding basics. Discussion of risk and return relative to asset allocation and asset smoothing as well as the effect on the investment earnings assumption. Review of contribution projections under various investment return scenarios.

 

 

Asset Allocation Methodologies
and Approaches

Re-enforce the long-term perspective as an institutional investor and discuss the opportunities associated with and value of diversification.

Real Return Infrastructure

A panel discussion of: What is infra-structure investing? What are the risks and returns? What are the pros and cons? Does it make sense for the Fund?

Sustainable Investing

A panel discussion of: Introduction to sustainable investing, risks and returns. What is likely from the Obama Administration? What are the pros and cons? Does it make sense for the Fund?

 


Thursday, January 8, 2009

Portable Alpha and 130/30 Investing

What are these and how do they work? What are the risks and returns? What role can they play in the fund portfolio? What are the pros and cons.

 

Corporate Governance Investing

Panel Discussion of: What is corporate governance investing? What are the risks and returns? What are the pros and cons? Does it make sense for the Fund?

The Institutional Investor Perspective

Panel Discussion of: Peers sharing their perspectives of market trends and events; the impact on their portfolios and on their future asset allocation decisions.