7:30am – 8:30am

Breakfast

8:30am – 8:35am

Opening Remarks

8:35am – 8:45am

Conference Chairperson Opening Remarks

David Tice
President
David W. Tice & Associates, LLC

8:45am – 9:15am

Fireside Chat

William D. Lee
VP, Pensions & Foundation Investments & Chief Investment Officer
Kaiser Permanente

Interviwed by:
Cheryl Casone
Anchor
FOX Business Network

9:20am – 10:00am

“Alternative Investor Roundtable: The Elements of Portfolio Construction”

Panel Discussion

Moderator:
Patrick Reinkemeyer
President
Morningstar Associates, LLC

Panelists:
John E. Buehler, Jr.
Managing Partner
Energy Investors Funds

Margaret Lindsay
Chief Investment Officer
Victory Capital Management, Inc.

Steve D. McMellon P.g.D (Copyright) Law, C.T.A (Fellow)
Managing Director
First State Media Group
and
Chief Executive Officer
S1 Songs Group & State One Music

Praveen Sahay
Founder and Managing Director
WAVE Capital Partners

10:05am – 10:35am

"Overview of the Financial Crisis- Its Cause and Ramifications"

David Tice
President
David W. Tice & Associates, LLC

10:35am – 11:05am

Coffee Break

11:05am – 11:20am

"The Strategic Case for Investing in Gold"

Thought Leadership Spotlight Presented by World Gold Council

Natalie Dempster
Head of Investment, North America
World Gold Council

11:20am - 11:25am

Introducing Jeff Pippin:
Clifford A. Booth
President & Chief Executive Officer
Westmount Realty Capital, LLC

11:25am – 11:55am

"Endowments: Taking a Long-Term View in a Short Term World"

Jeff Pippin
Senior Vice President for Investments & Chief Investment Officer
Pepperdine University

12:00pm – 12:15pm

"Investing in Climate Change"

Thought Leadership Spotlight Presented by DB Advisors

Mark Fulton

Managing Director, Global Head of Climate Change Investment Research
Deutsche Asset Management

12:15pm – 1:15pm

Lunch

1:15pm – 1:55pm

“Has Investing In Life Insurance Settlements Come of Age?”

Panel Discussion Presented by Insurance Studies Institute

Moderator:
Paul Siegert
President & CEO
Insurance Studies Institute

Panelist:
Bradley C. Geer
Managing Director
Houlihan Lokey

Antony R. Mott

Managing Director – Structured Insurance Products

ICAP Capital Markets

Jon Sabes
President and CEO
Insurance Strategies Fund, LLC
and
President and CEO
GWG Life Settlements, LLC

2:00pm – 2:30pm

"Global Pension Governance"

Roberta Bixhorn
Head of Retirement Benefits VP, Compensation & Benefits
Owens-Illinois, Inc. Master Retirement Trust

2:35pm – 3:05pm

Kirk Belsby
Vice President for Endowment
Kamehameha Schools

3:05pm – 3:35pm

Coffee Break

3:35pm – 4:05pm

"130-30 Strategies: Capturing Alpha and Beta Simultaneously"

Geoffrey Gerber, Ph.D.
Chair of Investment Committee and Member of Board of Directors
Burroughs Wellcome Foundation

4:10pm – 4:40pm

"The Next Wave in Effective Green Investments"

Russell Read, Ph.D., C.F.A.
Former Chief Investment Officer
CalPERS- California Public Employees' Retirement System

4:45pm – 5:15pm

"Implications of Portfolio Construction if There Was No Alpha"

Nathan Fischer
Chief Investment Officer
Lumina Foundation for Education


5:20pm – 5:25pm

Closing Remarks

5:25pm – 6:25pm

Closing Reception

*Please note agenda is subject to change