SEPTEMBER 15, 2016 open house

Location: Plaza of the Americas
600-700 N Pearl St, 12th Floor
Conference Room - Pearl Room B
Note: Garage Section of Building
Dallas, TX 75201

 

Time: 10:00 A.M. to 12:00 P.M.

 

Parking: Plaza of the Americas parking garage. Validation will be provided.

 

Add to Calendar

 

Registration will begin on August 1, 2016  for this event. Each attendee must register separately.

 

If you have any questions about this seminar or registration, please contact the Employees' Retirement Fund of the City of Dallas at 214-580-7700 or click here to send us an email.

AGENDA

 

  • Welcome and Introductions
  • Investment Overview
  • Manager Selection Process
  • Guest Speaker - Sylvia Bell
  • Guest Speaker - Andrew Junkin
  • Q&A

 

SPEAKER

Sylvia Bell
Managing Director, Emerging Manager Program & Investment Operations
Teacher Retirment System of Texas

Sylvia serves as the Managing Director of Investment Operations where she is responsible for all aspects of investment and administrative operations including trade settlement, performance reporting, investment information systems, and budget and financial services. She also serves as the Managing Director of the TRS Emerging Manager Program where she is responsible for a $1.5 billion portfolio of small and diverse managers.

 

Prior to joining TRS, Sylvia was with JPMorgan. In that role, she advised clients on a variety of investment strategies including equity, fixed income, and alternative asset strategies as well as advising institutional clients on investment operations and reporting solutions. Sylvia also worked with Oracle Consulting Services where her responsibilities included implementation of Oracle financial applications. She started her career with Deloitte and Touche, where she performed audit and consulting services for corporate, government, and not-for-profit clients.

 

Sylvia holds both Bachelor’s and Master’s Degrees in Accounting from the University of Florida and is a Certified Public Accountant.

SPEAKER

Andrew Junkin, CFA, CAIA
President
Wilshire Consulting

Andrew Junkin is President of Wilshire Consulting and is a member of Wilshire’s Board of Directors and Wilshire Consulting's Investment Committee.  Mr. Junkin leads over 90 consulting professionals who serve Wilshire’s consulting clients, and provides strategic leadership to Wilshire Consulting.

 

Mr. Junkin joined Wilshire in 2005. Throughout his tenure at Wilshire, he has worked directly with large institutional investors of all types: public and corporate defined benefit plans, foundations, endowments and insurance companies.  He has 20 years of investment experience with the last 19 years in the consulting industry. Prior to joining Wilshire, he was director of research and senior consultant at Asset Services Company where he provided advice to institutional investors. Mr. Junkin began his career as a financial consultant with Merrill Lynch in Oklahoma City.  He earned a B.S. from Oklahoma City University, attended business school at the Price College of Business at the University of Oklahoma and earned his MBA from The Wharton School of the University of Pennsylvania. Mr. Junkin holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.