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What's The Buzz All About?

Pension Bridge Conferences have been a hot topic in the industry.  The high level of education combined with a favorable ratio of fund/consultant to investment manager has many talking.  Our events help make connections and develop relationships.  See what some attendees had to say:

“This was a well done conference.  Among the best we have attended in several years.” - David A. Russell, CFAManaging Director, Portfolio Strategist, Attalus Capital, LLC

"The conference is a high standard one - both the speakers and the audience are professional and sophisticated.  I enjoyed it a lot.” - Feifei Li, Associate Director, Research and Investment Management, Research Affiliates, LLC

“Just want to thank you again for inviting me to participate at this week's conference.  I really appreciate the opportunity and enjoyed myself immensely.  The interaction with my panel and other attendees was excellent - you put on a very nice event.  I was most impressed with your lineup of speakers, as well as the overall group of attendees.” - George Tarlas, Managing Director, Asset Consulting Group, Inc.

“Thanks again for an absolutely first-class and very impressive Alternatives conference.  The Pension Bridge did an excellent job.” - David Gorman, Director of Business Development, Fischer & Co. LLC

"As a trustee of a public employees Pension system, I find Pension Bridge Conferences extremely helpful in bringing together money managers, trustees, and fund administrators from all over the country and offering timely and topical pension information.  I recommend trustees attend a Pension Bridge Conference." - Dan McAllister, Treasurer, San Diego County

“The content of Pension Bridge could not be any better.  Great presentations and discussions.” -  Carmen Campollo, Senior VP, Relationship Management, FTSE

“Thanks again for inviting me to join you for the Pension Bridge Alternatives Conference and Golf Tournament.  As I mentioned to you afterwards, it turned out to be a fantastic event on several levels.   I think the content was excellent, the attendees were both diverse and influential from an industry perspective, and the setting was quite nice as well” - Rod Randall, Senior Managing Director, Vesbridge Partners

“Casey Jones was correct when he said that Pension Bridge is a MUST attend conference. The conference was stacked with great speakers and provided me an opportunity to meet new people” - Clifton Wedington, Chairman, Contra Costa County Employees Retirement Association

“I highly recommend this conference series.  Because it is new and tends to attract local plans, a number of senior decision makers attended the conference we went to because they believe they will not be accosted by the hordes of marketers typically at such conferences.  Most of the plans are large so they are interested in alternative investments.  We got four leads for our mid cap concentrated alpha driven (long only) strategies from one conference. Because they cap attendance, you really have a chance to penetrate the funds.  We are a new firm and decided to sponsor. It was a good decision. We have not attended some of the other larger conferences as I do not believe you get enough face time to solidify the contacts you do generate” - Mark Watson, CEO, Chief Investment Officer, Keel Asset Management, LLC

“I will spread the good word.  I keep telling the marketers how good it was” - Don Kendig, Trustee, Santa Barbara County Employees Retirement System

“James and I enjoyed the conference and I thought it was well put-together.  I enjoyed the smaller, more intimate atmosphere and we were able to meet some new contacts as well as spend time with current relationships” - Gabriele Bowers, Director, Parish Capital Advisors, LLC

“I thought the conference was worthwhile, having hosted it at a conference center instead of a hotel with all the other distractions available, was probably a fabulous idea as you kept everyone in one place” - Debbie Tippett, Principal, Wells Capital Management

"I enjoyed the conference. I reported back to our board and encouraged more of them to try to attend" - Darryl Walker, Trustee, Alameda County Employees Retirement Association

“Thanks for another great event.  Having done 3 of these in a row we tell everyone who asks about effective conferencing that it is a worthwhile investment.” - Don Feeney, Chief Operating Officer, A.G. Bisset & Company

“It was an enjoyable conference and suited our marketing objectives very nicely” - Jeff Kutler, Director of Marketing & Client Relations, Archery Capital, LLC

“I thought the conference was great and it is one of many pension conferences that I am invited to but one of the few that I actually attend and look forward to on the calendar” - Lisa Marie Harris, Deputy Treasurer, San Diego County and Trustee Alternate, San Diego County Employees Retirement Association

“In my opinion, your event was one of the best I've ever attended and I'm thrilled that I could make it” - Paul Heffernan, Director, Business Development, EIM Management Inc.

“You guys have done an outstanding job in developing this venue and making sure that the issues are timely, relevant, and messaged appropriately.  We speak at and attend many conferences in the institutional investment industry and none are better developed and promoted than yours.  Thanks for the opportunity to partner with you.” – Ron W. Hagan, Senior Vice President, Chief Operating Officer, Roland|Criss.

 


Clifton Wedington of Contra Costa County Employees
Retirement Association & Leo Festino of
Meketa Investment Group



Charlie Silvestri of Nevada Public Employees Retirement
System & Brey Jones of Pacific Corporate Group

 

 


Dan McAllister of San Diego County & Ann Heaphy
of RCM

 


Kym Hubbard of Illinois State Board of Investment, Linda
Jordan of Mesirow Financial & Alyssa Greenspan
of Community Capital Management

 


Margaret Jadallah of SIS, Erinch Ozada of Archery Capital
& Amy Hirsch of Paradigm Consulting Services

 


Satish Swamy of Regents of The University of California
& Albert Davis of First Trust Portfolios

 


Brad Gillman of Janus Intech, Bob Helliesen of Milliman Consulting & Sara Michel of Altima Advisors

 


Betsy Flavin of Janus Intech, Clifton Wedington of Contra
Costa County Employee Retirement Association &
Annette St. Urbain of San Joaquin County Employees
Retirement Association