Conferences

Skip Halpern was one of three members of a panel that discussed how to develop, implement and upgrade a modern, public pension investment organization. Skip focused specifically on the governance and operation of the investment program of the fledgling Chinese National Social Security Fund (approximately $25 billion in assets), which IFS recently evaluated. His co-panelists were senior investment officers of the Japanese National Pension Investment Fund-- the largest pension fund in the world-- and the Korean Pension Service.

Ed Patchett, Senior Vice President and Managing Director, spoke at the Association IFEBP Annual Conference in Las Vegas. His presentation was entitled "How Investment Policies Can Impact Returns."

Skip Halpern, IFS President, spoke on the subject of "Current Fiduciary Issues in Investments".

Andy Irving, Managing Director and General Counsel spoke at the following:

• Proskauer Rose program entitled "ERISA Fest: Current High Stakes Employee Benefit Plan and Executive Compensation Issues for Directors and Officers" on the subject of "Best Practices Reviews: Enhance your Investment Program's Effectiveness and Efficiency".
• Andy was a panelist at a conference sponsored by Financial Research Associates LLC in New York.
  

Frank Lilly, CEO, spoke at the Association of Investment Management Sales Executives Annual Conference in Orlando. He participated in a panel discussion relating to "The Impact of Government Regulation (and Legislation) on Employee Benefit Plan Investing."

Samuel Halpern, President October 2006---Skip will speak at the Annual Employee Benefits Conference sponsored by the International Foundation of Employee Benefit Plans in Las Vegas on the subject of "Current Fiduciary Issues in Investments".

Edward Patchett, Managing Director October 2006---Ed will speak at the Annual Employee Benefits Conference sponsored by the International Foundation of Employee Benefit Plans in Las Vegas on the subject of "How Investment Policies Can Impact Return."

Andy Irving, Managing Director and General Counsel spoke at the following:

• Proskauer Rose program entitled "ERISA Fest: Current High Stakes Employee Benefit Plan and Executive Compensation Issues for Directors and Officers" on the subject of "Best Practices Reviews: Enhance your Investment Program's Effectiveness and Efficiency"
• Andy was a panelist at a conference sponsored by Financial Research Associates LLC in New York.
  

Frank Lilly, CEO, spoke at the Association of Investment Management Sales Executives Annual Conference in Orlando. He participated in a panel discussion relating to "The Impact of Government Regulation (and Legislation) on Employee Benefit Plan Investing."

Steve Harding of IFS spoke at the annual meeting of Public Funds sponsored by Opal in Phoenix in January. Steve spoke on the results of the recent SEC examination into consultant conflicts of interest and what public funds are doing about them.(See Fund Fire article above.)

Andy Irving of IFS conducted workshops on March 17 on "Problems and Issues in Private Sector Pensions" as part of a program on The Pension Crisis sponsored by the Rutgers University Labor Education Center. The conference attracted almost 200 representatives of labor, management and government. The presentation summarized and placed in historical context the factors that have created stress on private sector pension plans and reviewed some of the legislative and regulatory responses being discussed.

IFS was represented at the "Made In America" conference of Taft-Hartley funds in Las Vegas on February 14, 2006.