Sessions Agenda

Sessions Agenda

Tuesday, September 3, 2024

6:00 pm – 6:15 pm:

Welcome and Opening Remarks

6:15 pm – 7:30 pm:

Nikki Haley
Nikki Haley

U.S. Ambassador to the United Nations (2017-2019)
Click here for complete biography

Session 1: The Future of American Democracy
Join us for a conversation with Nikki Haley, who will share her unique insights on the upcoming 2024 United States Presidential Election and discuss the challenges Americans face and solutions to solve them.

Wednesday, September 4, 2024

8:00 am – 9:00 am:

Session 2: Election 2024

This year’s elections will have far-reaching influence for institutional investment, financial regulation, corporate governance, and portfolio management. Keen political observers offer insights and predictions on what this year’s elections will mean for the nation and markets.

9:00 am – 10:00 am:

Session 3: Geopolitical Risks and Opportunities

When investment advisors and fiduciaries worldwide are asked about their major concerns, political risk tops the list. This panel will explore the key global and political trends that are driving the narrative worldwide.

10:00 am – 10:15 am:

Networking Break

10:15 am – 11:00 am:

Session 4: The Death of Passive Management

From voting proxies to company engagement, from divestment mandates to securities litigation strategies, pension funds are increasingly expected to be active owners in their portfolios. This panel will explore how public fund fiduciaries are rising to the challenge and employing new tools and technologies to act as stewards for the capital markets.

11:00 am – 12:00 pm:

Session 5: Taking Action Against Fraud
Public pension funds increasingly take an active interest in the long-term prospects of their portfolio companies. Experienced plan leaders will discuss why they participated in recent shareholder litigation and the impact of these efforts.

12:00 pm – 1:00 pm:

Lunch

1:00 pm – 2:00 pm:

Session 6: Mastering Minds
Join Oz Pearlman, the most sought-after mentalist in the world, as he reads the minds of our audience and reveals their thoughts about the economy, financial markets, and future.
2:00 pm – 3:00 pm:
Session 7: AI – Mind Blowing or Overblown?
As AI advances, experts predict the best ways it can assist fiduciaries and plan participants.

3:00 pm – 4:00 pm:

Session 8: In-Depth Breakout Sessions
1: General Counsel Roundtable – Veteran general counsel discuss hot topics and share insights on legal issues facing public funds.

2: Art of the Chair – Top experts provide tips and training on how to chair boards and other organizations with equity, efficiency, and effectiveness.

3: Personalizing AI – Experts demonstrate how pension funds can use AI and other technology to provide an expanded range of personalized services to their beneficiaries.

Thursday, September 5, 2024

8:00 am – 9:00 am:

Session 9: Best Practices in Fund Governance
Pension fund leaders share innovative insights and information on what works best in fund management and stakeholder accountability.

9:00 am – 9:45 am:

Session 10: Into the War Room: A Behind-the-Scenes Look at a Complex Fraud Case

In the last few years, the U.S. Supreme Court has issued “blockbluster” rulings that sharply limit government’s ability to regulate, including a ruling earlier this year limiting the government’s powers to protect investors. In an increasingly deregulated environment, investors and institutions will increasingly trust private litigation to protect their rights and to secure public justice. But what does a high-stakes civil prosecution or a jury trial actually look like in 2024? And what does it take to succeed in protecting one’s rights? This panel will take us behind the scenes with the trial team in a recent, precedent-setting fraud prosecution. The team will bring us into the trial “war room,” discuss the twists and turns of the case, the final preparations for trial, and the lessons the case illustrates for funds and investor protection going forward.

9:45 am – 10:00 am:

Networking Break

10:00 am – 11:00 am:

Session 11: Trends to Watch in Governance and Investing
Experienced fund leaders and investment experts discuss emerging issues for public pensions, including developments in responsible investing, boardroom practices, and new focus points of systemic risk.

11:00 am – 12:10 pm:

Session 12: A Guide to Winning and Well-Being
Earning four Olympic gold medals and 21 Grand Slam titles while successfully building two companies, tennis legend and entrepreneur Venus Williams shares her strategic, practical, and inspirational guide to winning and well-being.

12:30 pm – 5:30 pm:

Networking Activities: Pickleball Tournament, Painting on Canvas, Charcuterie Board, and Whale Watching.

2024 Public Funds Forum

Montage Laguna Beach, California
September 3-5, 2024

Public Funds Forum