NASP Detroit

“Life in Post-Bankruptcy Detroit:

An Institutional Investor & Wealth Management Forum

Date: Friday January 23, 2015

Hosted By: NASP Detroit

Location: Detroit Regional Chamber of Commerce

Time: 8:00 am until 3:00 pm

Agenda

8:00 am – 8:30 am

Registration & Continental Breakfast

8:30 am - 9:00 am

Overview of forum (Kathleen Colin, NASP Detroit President)

Introduction of Panelists (Kathleen Colin, NASP Detroit President)

9:00 am – 9:45 am

Economic Overview: The “State of the StateState of the City of Detroit”

A fiscal overview of the health of the economy and markets overall; in particular focus on Detroit and thestate of Michigan.

*Featured panelist: David Sowerby, PM, Loomis Sayles,CNBC Market Commentator/Economic & Stock Market Analyst; Member, Investment Committee City of Detroit General Retirement System

9:45 am – 10 am

Break

10:00 am – 11:00 am

“Nuts & Bolts:”-Michigan/City of Detroit Plan Sponsor & Public Pension funding update.

Despite finding creative ways to “function” post crisis (i.e. bankruptcy, economic collapse)the local pension and plan sponsor community are still challenged by funding requirements/liability shortfall-as well are many other US pensions & sponsored plans throughout the country. This diverse group of pension & plan sponsor trustees & executives will lead an interactive discussion on what the issues are in funding liabilities & any changes on the liability side;give update on public pensions and share how much the US markets impact their decisions

  • Les Bond, Pres., Attucks Asset Management, Chair NASP: Moderator
  • Charlie Harrison, Chair Pontiac Retirement System
  • Woodrow Tyler, Member Investment Committee, COD Police &Fire; State of Michigan DC Plan
  • Doris Ewing, Member, Investment Committee, COD General Employees
  • Cynthia Thomas, Executive Director-City of Detroit Retirement Systems
  • James Moore, Trustee, COD Police & Fire

11:00 am – 12:00 pm

Leaders of the “New School”: The Case for Diversity and Inclusion in Post-Bankruptcy Detroit:

Corporate, Civic & Governmental leaders converge to tackle the new challenge that is “business diversity” & meaningful inclusion for people of color and women in all aspects of business opportunity going forward.

  • William Howard Morris, BOD Owens-Corning: Moderator
  • Portia Roberson, Head of Civil Rights, Duggan Admin.; Trustee COD Police & Fire
  • Scott Benson, City Council; Trustee COD, General
  • Brenda Jones, Pres., City Council; Member, COD Financial Oversight; Trustee COD Police &Fire
  • Tony Saunders, Dir., Restructure Wayne County; Member, COD Financial Oversight
  • Jimmy Settles, VP UAW-Ford; BOD UAW-VEBA

12:20 pm – 2:00pm

Lunch: “Lunch & Learn”:

Foundation Roundtable: The New Paradigm:

Foundation leaders discuss their organization’s role in Detroit’s Revival/”Re-Birth” and how to creatively enhance the “Wealth & Health” of the Community via social investing & innovation. Plus a brief case study: “Hotel Strathmore”

  • Gwen Butler, Pres., Capri Capital: Moderator
  • Kim Dempsey, Deputy Dir., Social Investing Kresge Foundation
  • Chris Uhl, VP Innovation, Skillman Foundation
  • Mike Finney, MEDC; Sr. Advisor@ State of Michigan
  • Chris Jackson, CEO Jackson Consulting; BOD, (DEGC)*
  • Sherwin Prior, GM Ventures
  • ToshaTabron, JP Morgan Chase Foundation

Institution Participants (as of 12/23/14):

  • City of Detroit Retirement Systems
  • City of Pontiac General Retirement Systems
  • †DEGC (Detroit Economic Growth Corporation)
  • Detroit Public Schools
  • GM Ventures
  • JP Morgan Chase Foundation
  • Owens-Corning
  • Skillman Foundation
  • State of Michigan Pension
  • UAW
  • UAW/VEBA
  • Kresge Foundation
  • Attucks Asset Management

†Unconfirmed as of 01/16/15