2011 Investment Management Workshop

October 5-6, 2011

Westin Dalls Fort-Worth Airport


Wednesday, October 5

Traditional Investment Choices and Emerging Alternatives (Michael Norman, Galliard Capital Management)

Tools for Making Investment Decisions (Chris Blackwood, PFM Asset Management)

Primer on Portfolio Management Strategies (Ken Schiebel, PFM Asset Management)

Confessions of a Reformed Asset Manager (John Foehl, Government Entities Mutual)

Roles of Board, Staff, Consultant & Asset Manager (Michael McCord, NLC Mutual)

Development of an Investment Policy (Michael Norman, Galliard Capital Management)

Asset / Liability Management (Maureen Stazinski, Towers Watson & George Vitta, Asset Strategies Portfolio Services Inc.)

Thursday, October 6

Investment Strategies (Jim Link, PFM Asset Management)

Performance Measurement (George Vitta, Asset Strategies Portfolio Services Inc.)

Portfolio Accounting (Tito Villegas, TML Intergovernmental Risk Pool and Michael McCord, NLC Mutual)

Panel of Experts & Wrap Up