2020 Investment Workshop

Fort Lauderdale Police and Fire Retirement System

Investment Workshop Agenda

Riverside Hotel, 620 E Las Olas Blvd, Fort Lauderdale, FL 33301

Tuesday, January 14, 2020

 

 

10:00 am           Opening Remarks

Speaker: Kenneth Rudominer, Chairman

Fort Lauderdale Police and Fire Retirement System            

 

                           10:15 am           Investment Program Overview  

Speakers: CAPTRUST

 

10:30 am           Fixed Income: What’s  Next for Rates and Bonds?

Speakers: Agincourt, Boyd Watterson

 

11:00 am           Growth and Value: Outlook for Active Equity

Speakers: Aristotle, Sawgrass, Eagle, Vaughan Nelson

 

11:45 am           Working Lunch / Keynotes Address

Speaker: James Nevels, Former Fed Chair of Philadelphia

 

              12:45 pm         Market Observations and Sector Rotation Trends

Speakers: Rhumbline, INTECH

 

1:15 pm             International Equity: Valuations and Currency

Speakers: Dodge & Cox, Lazard

 

1:45 pm            Alternatives Investments: Role in a Diversified Portfolio

                                    Speakers: Entrust, Invesco, Lazard Global Infrastructure

            

 2:30 pm            Break

 

2:45 pm             Real Estate Outlook

                                                Speakers: American Realty, Prudential

 

                                   3:15 pm             Alternative Income:  A Search for Yield

                                                Speakers: Boyd Watterson, Bloomfield Capital, Capital Dynamics

 

4:00 pm             Wrap- Up Discussion & Closing Remarks

                                                Speakers: CAPTRUST, All Managers

 

4:15 pm             Adjourn