Agenda

Sunday, April 15, 2012

Early Arrivals Check-In & Cocktails / Hors d’oeuvres / Canapés

Join the Sovereign Wealth Fund Institute and fellow attendees for cocktails, hors d’oeuvres, and canapés at 6:00pm. We understand that traveling can be exhausting; therefore, to accommodate everyone’s schedule, the event will be held on an open-flow basis.

Monday, April 16, 2012

7:00 – 8:30am	Breakfast
8:30 – 9:00am	Sovereign Wealth Fund Institute: Welcome & Introductions Michael Maduell, President Sovereign Wealth Fund Institute
9:00 – 9:30am	Opening Keynote Address Adrian Orr, Chief Executive Officer New Zealand Superannuation Fund
9:30 – 10:30am	Asset Allocation and Risk – 2012 and Beyond Frank Dubas, Global Managing Partner for Sovereign Financial Institutions Deloitte Dr. Massimiliano Castelli, Head Global Strategy, Global Sovereign Markets UBS Global Asset Management Derek Sasveld, Senior Portfolio Manager ING Investment Management David Chiang, Managing Director Wilshire Associates
10:30 – 11:00am	Networking / Break
11:00 – 12:00pm	Investment Strategies and Opportunities for the Future Elias Masilela, Chief Executive Officer Public Investment Corporation (South Africa) Jerome Pfund, Chief Executive Officer Sectoral Asset Management Adam Sorab, Director, Head of Investor Relations & Technical Research CQS Management Limited John Kyriakopoulos, Managing Director-General Manager Hellenic Pension Mutual Fund Management
12:00 – 1:00pm	Lunch / Break
1:00 – 1:30pm	Keynote Speaker Robert Lloyd George, Chairman Lloyd George Management
1:30 – 2:30pm	Institutional Real Estate and Property Markets Steve LeBlanc, Senior Managing Director of Private Markets Teacher Retirement System of Texas Christopher Keber, Partner Starwood Capital Brad Creel, Portfolio Manager, Real Estate N.C. Dept. of State Treasurer Gary Anderson, CEO, Europe & Asia Prologis
2:30 – 5:00 pm	*Sovereign Attendee Only Session* Agenda released only to sovereign attendees and other public investors
5:00 – 7:30pm	Afternoon Networking Event:TBA
7:30 – 8:30pm	Cocktail Reception
8:30 – 10:00pm	Welcome Dinner

Tuesday, April 17, 2012

7:00 – 8:30am	Breakfast
8:30 – 9:00am	Keynote Address – Global Macroeconomics and Opportunities Indranil Ghosh, Head of Strategic Planning and Macroeconomics Mubadala Development Company PJSC
9:00 – 10:00am	Private Equity, Co-Investments & Direct Investing Jacques Demers, President & CEO OMERS Strategic Investments Jeremy Smith, Chief Strategy Officer SecondMarket John Wolak, Managing Director Morgan Stanley Alternative Investment Partners Jody Gunderson, Senior Managing Director CarVal Investors
10:00 – 10:30am	Networking / Break
10:30 – 11:00am	Keynote Speaker Ana Maria Jul, Former Vice President, Financial Advisory Committee of Sovereign Wealth Funds, Ministry of Finance of Chile Consultant to the Ministry of Economy and Finance Panama
11:00 – 11:30am	Keynote Speaker Tony Oliveira Former Board Member of CalPERS, Former Chair of Risk and Finance
11:30 – 12:30pm	Luncheon
12:30 – 1:00pm	Keynote Speaker Gary Gabriel, Managing Director Wilshire Associates Former Head of Private Markets, Future Fund (Australia)
1:00 – 2:00pm	Gold, Commodities & Natural Resources Jim Gasperoni, Partner and Head of Real Assets FLAG Capital Management, LLC Ryan Barry, Managing Director Diversified Global Asset Management Juan Carlos Artigas, Global Head of Investment Research World Gold Council
2:00 – 3:20pm	Lessons Learned & Advice for the Future Joncarlo Mark, Founder Upwelling Capital Group Former Senior Portfolio Manager, Alternative Investment Management, CalPERS Michelle Davidson, Managing Director TorreyCove Capital Jim Watson, Chief Executive Officer Alignment Financial Services Robert Lloyd George, Chairman Lloyd George Management Jim Griffin, Vice President American Capital
3:20 – 3:45pm	Market Intelligence: Group Discussion & Wrap Up
	Updated 4/2/2012