Investments
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EMERGING, MINORITY-OWNED MANAGER FORUM

Monday, July 16, 2012

11:30 a.m. – 5 p.m.

Registration is now open for the OPERS Emerging Minority-Owned Manager Forum to be held Monday, July 16, 2012 at our office in downtown Columbus, OH. The conference will bring together leading plan sponsors, consultants, and emerging managers from around the country.

Historically, emerging managers have created a disproportionate amount of the Top Quartile performance history, yet are substantially underrepresented in Plan Sponsors’ portfolios. Attendees at this forum will have an opportunity to learn how Plans approach the emerging manager space and also take part in valuable networking sessions. The forum will focus on long-only equity managers who are both minority-owned and manage less than $750mm in AUM.

Space will be limited so you are encouraged to register as soon as possible. Registration will conclude no later than 6 p.m. Monday, May 28, and may close early due to capacity. Should you have any questions about the event, please e-mail us at OPERS_Forum@OPERS.org or call 614-228-3331.

For additional information, please see the agenda below.

For Columbus lodging information, visit the Columbus Convention & Visitors Bureau site.

OPERS is the largest public retirement system in Ohio and one of the 20 largest systems in the nation. As of Dec. 31, 2011, net assets totaled $73 billion.

Registration forms below should be submitted to Opers_Forum@opers.org Additional resources:
Forum Agenda
11 a.m. – Noon Registration
11:15 a.m. – Noon New York Deli-Style Lunch Available
11:50 a.m. – Noon Opening Comments
    Matthew Schulz, Chairman, OPERS Board of Trustees Investment Committee
Noon – 12:30 p.m. “Lessons Learned Building Our Firm.”
    Jakki and Len Hausler
    Opus Capital
12:30 p.m. – 2:00 p.m. Panel Discussion: “A Conversation with Plan Sponsors and Consultants: What We Look for in Emerging Managers”
Moderator: Tedd Alexander, CIO – Credo Capital
2:00 p.m. – 2:15 p.m. Instructions for Networking & Closing Comments
    Ken Thomas, Chairman, OPERS Board of Trustees
2:15 p.m. – 2:30 p.m. Break – Refreshments Served
2:30 p.m. – 4:30 p.m. Speed Networking
    Plan Sponsors, Consultants, Emerging Managers