Transcript Conference Attendee List

Attendees as of April 18, 2014
Company/System Name
Full Name
Abbey Capital
Aodhagan Hurley
Aberdeen Asset Mgmt.
Mike Daly
Acadian Asset Mgmt. LLC
Jack Gastler
Andrew Miller
Aetos Capital
Brad Rudner
AEW Capital Mgmt.
Candida Hoeberichts
AG Bisset Associates
Laura Klipp
Alameda County
Margo Allen
Dale Amaral
Victoria Arruda
Ophelia Basgal
Vince Brown
Annette Cain-Darnes
George Dewey
Kathy Foster
Harsh Jadhav
Liz Koppenhaver
Rosemarie Kwong
Marguerite Malloy
Elizabeth Rogers
David Safer
Lori Schall
Betty Tse
Darryl Walker
Susie Weiss
George Wood
Algert Coldiron Investors
Scott Draper
AllianceBernstein
Leon Richardson
Liz Smith
Allianz Global Investors
Mark Sullivan
Attendees as of April 18, 2014
County/Company
Full Name
Altius Associates Ltd.
Doug Moore
Eric Warner
American Century Investments
Marni Harp
American Realty Advisors
Jay Butterfield
Teri Noble
Ashfield Capital Partners
David Freeman
Axonic Capital LLC
Annee Kim
Baillie Gifford International LLC
Larysa Bemko
Julie Skedd
Baring Asset Mgmt.
Susan Marshall
Kieran Stover
Beach Point Capital Mgmt.
Mike Carter
Berman DeValerio
Nicole Lavallee
Kevin Shelley
Bernstein Litowitz Berger & Grossmann LLP
Amy Neil
Blair Nicholas
BNY Mellon Asset Mgmt.
Michael Keough
Madelyn Murray
Bradford & Marzec
Zelda Marzec
Mary Yablonsky
Bridgewater Associates, LP
Joel Whidden
Brown Armstrong
Andrew Paulden
Connie Perez
BTG Pactual Timberland Investment Group
Jim McBride
California State Association of Counties
Faith Conley
Callan Associates Inc.
JJ Milder
Capital Group Companies
Vince Ortega
Attendees as of April 18, 2014
County/Company
Full Name
Cheiron
David Holland
Graham Schmidt
Clarion Partners
Kerrisha Jenkins
ClearBridge Advisors
James Savage
Cohen Milstein Sellers & Toll
Marty Lacoff
Julie Reiser
Columbia Mgmt.
Sonja Strzoda
Cornerstone Real Estate Advisers
Pat Kendall
Deutsche Asset & Wealth Mgmt.
Laura Gaylord
Susan Lucas
Contra Costa County
Karen Davis
Jerry Holcombe
Charice Jimenez
Vickie Kaplan
Louie Kroll
Karen Levy
John Phillips
William Pigeon
Timothy Price
Gabriel Rodrigues
Kurt Schneider
Jerry Telles
Russell Watts
Cutwater Asset Mgmt.
Deirdre Jordan
Terri Schwartz
DePrince, Race & Zollo
Brian Casey
DGHM
Michael Dunn
Diamond Hill Investments
Padraig Connolly
Dimensional Fund Advisors
Matt Pawlak
Ted Simpson
Attendees as of April 18, 2014
County/Company
Full Name
Dupont Capital Mgmt.
Marek Michejda
Eaton Vance Investment Mgmt.
Rodrigo Soto
Epoch Investment Partners
Bill Makris
John Reynolds
Evanston Capital Mgmt.
Lucy Pesa
Fairview Capital Partners
Lesley Nettles
Federated Investors
Eric Smyth
First Eagle Investment Mgmt.
Greg Cassano
Fisher Investments
Margaret Chan
Chris Swany
Foley & Lardner LLP
Thomas Hickey
Fortress Investment Group
Michael George
Franklin Templeton
Bill Deakyne
Ted Sheridan
Fresno County
Laura Basua
Alan Cade
Vicki Crow
Eulalio Gomez
Phillip Kapler
GoldenTree Asset Mgmt., LP
James Clarke
Goldman Sachs Asset Mgmt.
Stephanie Ivy
GoldPoint Partners
Paul Roberts
Good Harbor Financial
Stuart Browne
Greylock Capital
Charles Halsey
Greywolf Capital
Damon Krytzer
Attendees as of April 18, 2014
County/Company
Full Name
Guggenheim Investments
Chris Cook
Mark Radville
Hagens Berman Sobol Shapiro LLP
Peter Borkon
Erin Odisio
Hamilton Lane Advisors, LLC
Jenna Greer
Hanson Bridgett LLP
Judith Boyette
Hartford Investment Management
David Love
Heitman
Christina Polito Fylling
Highland Capital Mgmt.
Mariana Navejas
Hotchkis & Wiley
Kristin Smith
Impax Asset Mgmt.
Molly Ono
Imperial County
Herbert Bumgart
Scott Jarvis
Norma Jauregui
Kathleen Kubler
Barbara McFetridge
David Prince
Jack Terrazas
Regina Rodrigues
Karen Vogel
INTECH Investment Mgmt.
Christian McCormick
Invesco Real Estate
Brooks Monroe
Janus Capital Group
John Brandt
Tamara Doi
JPMorgan Asset Mgmt.
Joel Damon
Christopher Hawkins
JEA Ltd.
James Evans
Attendees as of April 18, 2014
County/Company
Full Name
Kaplan Fox & Kilsheimer LLP
Deirdre Roney
Kayne Anderson Capital Advisors
Andrea Bollyky
Kern County
Jackie Denney
Gloria Dominguez
Phil Franey
Bob Jefferson
Gayland Smith
Peter Tirp
Jennifer Zahry
Lazard Asset Mgmt.
Anthony Dote
Leading Edge Investment Advisors
Carolyn Diaz Roberts
LibreMax Capital
Scott Crossley
Lighthouse Partners
Phillip Barkett
LM Capital Group
Brenda Alfaro
Jeff Thornton
Logan Circle Partners
Bob Powers
Loomis Sayles & Company
Chad Gross
Stephanie Lord
Lord Abbett
Nicholas Johnston
Los Angeles County
Marvin Adams
John Barger
Richard Bendall
Francis Boyd
James Brekk
Yves Chery
Eugenia Der
Barbara Gordon
Vivian Gray
Theodore King
David Kushner
Attendees as of April 18, 2014
County/Company
Full Name
Los Angeles County
Quoc Nguyen
JJ Popowich
Kelly Puga
Gregg Rademacher
M.D. Sass
Frank Pfeffer
Man Investments
Tim Gullickson
Manatt, Phelps & Phillips, LLP
Michael Toumanoff
MaplesFS
Tyler Kim
Scott Somerville
Mayer Hoffman McCann PC
Nick Pyzow
McKinley Capital Mgmt.
Sanjay Muralidhar
Meketa Investment Group
Mika Malone
Mendocino County
Tim Knudsen
John Sakowicz
Richard Shoemaker
Merced County
Bren Horrocks
David Liu
James Pacheco
Milliman
Marty Dirks
Craig Glyde
Mondrian Investment Partners
James Brecker, III
Morgan Creek Capital
Nazneen Kanga
Morgan Stanley Alternative Investment Partners
Robert Harkins
Mount Lucas Mgmt.
Chip Holgren
Jerry Prior
NAREIT
Meredith Despins
Attendees as of April 18, 2014
Company/System Name
Full Name
Navellier & Associates
Peter Burchfield
NEPC
Allan Martin
Neuberger Berman
Paul Sauer
Nicholas Investment Partners
Laura DeMarco
Northern Trust Global Investments
Richard Clark
Tom Eichenberger
Nossaman LLP
John Kennedy
Yuliya Oryol
Oberweis Asset Mgmt., Inc.
Brian Lee
Ocean Avenue Capital Partners, L.P.
Jeff Ennis
Brad Williams
Och-Ziff Capital Mgmt.
Matthew DeNatale
OFI Global Asset Mgmt.
Tara Carbonneau
Devin Benton
Olson Hagel & Fishburn LLP
Christopher Waddell
Orange County
David Ball
Steve Delaney
Frank Eley
Tom Flanigan
Suzanne Jenike
David Lantzer
Isabel Linares
Dawn Matsuo
Girard Miller
Chris Prevatt
Hilton Roger
Brenda Shott
Paladin Realty Partners
Reza Basharzad
Attendees as of April 18, 2014
Company/System Name
Full Name
Pantheon Ventures
Sprague von Stroh
Ian Walker
Parametric Clifton
Benjamin Lazarus
Dan Ryan
Partners Group
David Hunter
Pathway Capital Mgmt.
George Sands
Payden & Rygel
Greg Brown
Earl Parker
Perella Weinberg Partners
Charlie Hannigan
Permal Capital Mgmt.
Michelle Cruz
Pomerantz
Jennifer Pafiti
Principal Global Investors
Doug Baran
Private Advisors LLC
Stephen Simpkin
Protégé Partners
Anna Cotten
Prudential Investment Mgmt.
Mark Oczkus
Public Pension Consultants
Lance Kjeldgaard
Pyramis Global Advisors
Art Greenwood
Quantitative Mgmt. Associates
Brad Allinson
Kevin O’Rourke
REAC
Jon Orellana
RESDC
Susan Mallett
John McTighe
Rice Hall James & Associates
Mike Meoli
Robeco Investment Mgmt.
Michael Atwood
Carolyn Margiotti
Rockefeller & Co.
Michael Savva
Attendees as of April 18, 2014
Company/System Name
Full Name
Russell Investments
Steve Cauble
Chela Mitchell
Sacramento County
Scott Chan
John Conneally
Steve Davis
Michael DeBord
Keith DeVore
Robert Gaumer II
Diana Gin
John Gobel
Martha Hoover
John Kelly
Suzanne Likarich
Kathy O’Neil
Chris Pittman
Kathryn Regalia
Richard Stensrud
Julie Valverde
SACRS Executive Director
Bob Palmer
SACRS Past President
Casey Jones
Richard White
Salient Partners
Blair Batson
San Bernardino County
Michael Calabrese
Louis Fiorino
Barbara Hannah
Bret Henry
Donald Neely
Sierra Orr
Don Pierce
Christie Porter
Dawn Stafford
Amit Thanki
Larry Walker
Attendees as of April 18, 2014
Company/System Name
Full Name
San Diego County
Dan McAllister
Mark Mimnaugh
Skip Murphy
Dave Myers
Steve Rice
Doug Rose
Johanna Shick
Rachel Witt
San Mateo County
Lauryn Agnew
David Bailey
Brenda Carlson
Michael Coultrip
Scott Hood
Natalie Kwan Lloyd
Elizabeth LeNguyen
Christopher Miller
Michal Settles
Gladys Smith
David Spinello
Eric Tashman
San Joaquin County
Andy Eshoo
Nancy Calkins
Richard Callistro
Larry Mills
Patricia Pabst
Cindy Garman
Dave Souza
J.C. Weydert
Annette St. Urbain
Santa Barbara County
Alan Blakeboro
Jennifer Christensen
Steven Johnson
Mark Paul
Ward Rafferty
Attendees as of April 18, 2014
Company/System Name
Full Name
Sonoma County
Bill Adams
Elizabeth Anderson
Cathy Austin
Neil Baker
Jeff Berk
Jim Failor
Greg Jahn
Kelly Jenkins
Steve Marsh
John Pels
Jackie Purter
Phyllis Reason
Brian Williams
Julie Wyne
Standish Mellon Asset Mgmt.
Dan Lass
State Street Global Services
Kerrie Lloyd
Yolanda Diaz
Strategic Global Advisors
Sam King, CFA
Symphony Asset Mgmt.
Cheryl King
T. Rowe Price
Ken Brooks
Taconic Capital Advisors LP
Jenny Fung
The Badge of Honor Memorial Foundation
David Blanchard
TJ Deutz
The Segal Group
Paul Angelo
Andy Yeung
The Townsend Group
Micolyn Magee
Jennifer Young
The Yucaipa Companies
Norice Rice
Tulare County
Patricia Crawford
Barb Grunwald
Gail Henry
Attendees as of April 18, 2014
Company/System Name
Full Name
Tulare County
David Kehler
Gary Reed
Jan Taylor
Lisa Tennenbaum
Rita Woodard
UBS Global Asset Mgmt.
Kitty Martin
Betsy Sanders
UBS Realty Investors
Thomas Klugherz
Ventura County
Art Goulet
Judge Steven Hintz
Will Hoag
Chris Johnston
Tom Johnston
Deanna McCormick
Lori Nemiroff
Henry Solis
Julie Stallings
Tracy Towner
Bill Wilson
Vertas Brokerage Consulting
Cary Hally
Waddell & Reed
Lynne Goodwin
Clayton Johnston
WEDGE Capital Mgmt.
Richard Wells
Wellington Mgmt. Group
Scott Geary
Claudia Moeller
Western Asset Mgmt.
Frances Coombes
Barbara Ziegler
William Blair & Company
Wally Fikri
John McLaughlin
Woodmont Realty Advisors
Ron Granville
Scott Pritchett