RESEARCH and EDUCATION
Sage Conference: Perspectives on the Future (Austin, TX)
September 26th-28th, 2007
- Mr. Keith Brainard, NASRA
"Past, present and future: public pension funds in the United States"- Keith Brainard is the Research Director for the National Association of State Retirement Administrators (NASRA). Mr. Brainard collects, prepares and distributes to NASRA members news, studies and reports pertinent to public retirement system administration and policy. Mr. Brainard also maintains the Public Fund Survey, an online compendium of public pension data sponsored jointly by NASRA and the National Council on Teacher Retirement. Mr. Brainard previously served as manager of budget and planning for the Arizona State Retirement System. Mr. Brainard holds a Masters from the LBJ School of Public Affairs from the University of Texas at Austin.
- Mr. Keith Brainard
- National Association of State Retirement Administrator
- www.nasra.org
- Dr. Caroline Frick
- "Capturing Culture: The Challenges of Building a Not-for-Profit Business"
- Dr. Frick is the founder and executive director of the Texas Archive of the Moving Image (TAMI). Prior to her work with TAMI, Dr. Frick worked in film preservation at Warner Bros., the Library of Congress, and the National Archives in Washington, D.C. Dr. Frick also programmed films for the American Movie Classics cable channel in New York and continues to serve on a number of film preservation advisory panels across the U.S. Dr. Frick holds a PhD in Radio-Television-Film from the University of Texas at Austin.
- Dr. Caroline Frick
- Texas Archive of the Moving Image
- www.texasarchive.org
- Mr. Daniel Keough & Mr. Martin Brauch, Innovative Captive Strategies, Inc.
- "Alternative Insurance Markets: Assessing New Risk Management Tools"
- Daniel Keough is the Founder and President of Innovative Captive Strategies, Inc. (ICS) and a leading expert in the captive insurance business. Mr. Keough and his team coordinate the management of captives, claims, and loss control programs. Foremost, using his expertise, he enables agencies, associations, and companies to turn a necessary business cost into an unexpected revenue source. Mr. Keough serves on several captive boards of directors and is a member of the Greater Des Moines Leadership Institute. Mr. Keough holds a Masters of Business Administration in Finance from Loyola University.
- Martin Brauch is Vice President of Investments for Innovative Captive Strategies, Inc. (ICS). Mr. Brauch is responsible for oversight of investments for all group captives and helping them strategically allocate their investments. Additionally, as a member of ICS, Mr. Brauch’s goals include instructing clients on the importance of value, risk and return analysis on investments. Mr. Brauch began his career working in institutional government sales and trading. He later joined Derivative Solutions, Inc. where he worked with fixed income and analytical software. Mr. Brauch is a Chartered Financial Analyst and a member of the CFA institute. Mr. Brauch holds a Masters in Business Administration from Loyola University.
- Mr. Daniel Keough & Mr. Martin Brauch
- Innovative Captive Strategies, Inc.
- www.yourcaptive.com
- Dr. Laurence Kotlikoff, Boston University
- "Is the United States Bankrupt?"
- Dr. Kotlikoff is a Professor of Economics at Boston University and has served as a consultant to the International Monetary Fund (IMF), the World Bank, the Harvard Institute for International Development, and dozens of international financial organizations. Professor Kotlikoff is author or co-author of 11 books and hundreds of professional journal articles. His most recent book, The Coming Generational Storm (MIT Press, 2004), a Barron’s Best Book of 2004, proposes bold new policies, including meaningful reforms of Social Security and Medicare. Professor Kotlikoff holds a PhD in Economics from Harvard University.
- Dr. Laurence Kotlikoff
- Boston University
- www.bu.edu
- Mr. Don Trone, Fiduciary360
- "How to assess conformance to defined fiduciary practices"
- Don Trone is the CEO of Fiduciary360, an organization which coordinates the resources of the Foundation for Fiduciary Studies and the Center for Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business and Fiduciary Analytics. He is also on the Board of Directors for CEFEX (Centre for Fiduciary Excellence), which was established to serve as the global certifying body for Investment Stewards, Investment Advisors, and Investment Managers. In 2007, Mr. Trone was named as one of the 50 most influential people in the financial planning profession. Mr. Trone holds a Masters in Financial Services from the American College.
- Mr. Don Trone
- Fiduciary360
- www.fi360.com
- Mr. Robert D. Williams, Sage Advisory Services, Ltd. Co.
- "Etfs Gone Wild: Making Sense of It All"
- Robert Williams is a Vice President and the Director of Research for Sage Advisory Services. Mr. Williams has held a variety of institutional research and strategy positions. Prior to joining Sage, Mr. Williams worked as an investment strategist for UBS in New York, where he functioned as senior credit strategist, covering both the high yield and investment grade debt markets. Prior to UBS, Mr. Williams served as the senior wealth management strategist and head of asset allocation policy at Mutual of New York, and before this as a research analyst at Merrill Lynch & Co. Mr. Williams is a Chartered Financial Analyst and a member of the CFA institute. Mr. Williams holds a Bachelor in Finance from the University of Colorado.
- Mr. Robert D. Williams
- Sage Advisory Services, Ltd. Co.
- www.sageadvisory.com
- Mr. Peter Zeihan, Strategic Forecasting (Stratfor)
- "What You Don’t Know About What You Know"
- Peter Zeihan is the Director of Global Analysis and leads the development of Stratfor’s political and economic forecasts. Mr. Zeihan has been instrumental in Stratfor’s coverage of a broad range of geographic and topical areas, at times directly overseeing the firm’s efforts for Central Europe, the former Soviet Union and energy issues. Prior to joining Stratfor, Mr. Zeihan worked with the U.S. Embassy in Canberra, Australia, and was formerly Susan Eisenhower’s office coordinator while with the Center for Political and Strategic Studies in Washington, D.C. Zeihan holds a Masters in Political & Economic Development from the Patterson School of Diplomacy at the University of Otago.
- Mr. Peter Zeihan
- Strategic Forecasting (Stratfor)
- www.stratfor.com