Diversifying asset allocation to achieve target returns

SECTION 1

DEFINITIONS AND MODELS

1.1 ROUNDTABLE:
What does “multi-asset” mean, how is it executed, and what are its benefits?

Moderator:

• David Grana, Head of North American Media, Clear Path Analysis

Panellists:

• Justin Young, Investment Officer, South Carolina Retirement System Investment Commission
• David Veal, Chief Investment Officer, City of Austin Employees Retirement System
• Paul Benjamin, Director, Pension Investments, Alcoa

1.2 ROUNDTABLE:
Establishing a selection process and criteria for an Outsourced Chief Investment Officer (OCIO)

Moderator:

• David Grana, Head of North American Media, Clear Path Analysis

Panellists:

• Tom Heck, Chief Investment Officer, Ball State University Endowment Foundation
• Tom Brakke, Independent Consultant, tjbresearch (Southwest Initiative Foundation)
• Rob Balkema, Portfolio Manager, Multi-Asset Solutions, Russell Investments

1.3 INTERVIEW:
The Strategic Partnership Model: A multi-asset method and alternative to the OCIO model

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Jeff Scott, former-Chief Investment Officer, Alaska Permanent Fund, Chief Investment Officer, Verus Investments

1.4 INTERVIEW:
Case Study: How a pension fund integrated the OCIO model into their pension fund

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Tim Dykstra, Vice President & Corporate Treasurer, Smithfield Foods

SECTION 2

STRATEGIES AND ALLOCATION MODELS

2.1 INTERVIEW:
Demystifying multi-asset class – it’s not as confusing as you think

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Brian Meath, Chief Investment Officer, Multi-Asset Solutions, Russell Investments

2.2 INTERVIEW:
Dynamic Asset Allocation – what is it, how it works, and how is applies to multi-asset strategies

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Anjum Hussain, Director of Risk Management and Portfolio Strategy, Case Western Reserve University

2.3 INTERVIEW:
Factors to consider when constructing a multi-asset manager portfolio

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Daryn Miller, Investment Officer, City of San Jose Retirement

SECTION 3

IMPLEMENTING THE STRATEGY

3.1 INTERVIEW:
How can multi-asset strategies work with organizations that operate under a board/consultant model?

Interviewer:

• David Grana, Report Publisher, Clear Path Analysis

Interviewee:

• Hal Peterson, Chairman, Investment Committee, Austin Community Foundation