Awards

The 11th Annual Nonprofit Awards

The 11th Annual Public Pension Fund Awards

Money Management Intelligence's Public Pension Fund Awards dinner and ceremony, held in conjunction with IMN 's Public Funds Summit, March 26-27, has become the premier celebration and networking event for the U.S. public pension fund investment community. The awards recognize the people and organizations across the industry that have excelled in their professions over the previous year, and are given by the editors of Institutional Investor's Money Management Intelligence newsletter following their industry-wide due diligence.

2011 Award Winners

  • Lifetime Achievement Award

    Clare Murphy, former executive director of the San Francisco Employees Retirement System (SFERS), was involved in the 1985 funding of the Council of Institutional Investors (CII) and the California Association of Public Retirement Systems (CalAPRS). Under Murphy’s tutelage, SFERS was a founding member of both associations and has played an...   Read More

  • Large Public Plan of the Year

    The $67.2 billion New Jersey Division of Investment (NJDOI), like most in its peer group, has a hard time being nimble due to its size. But in 2011 the fund was able to make strategic moves that its peers could not match.   Read More

  • Mid-Sized Public Plan of the Year

    “Be early or be contrary” is the motto the Oklahoma Teachers Retirement System has adopted for its investment philosophy. With this outlook, the fund moved into novel asset classes before other public pensions that helped it realize a 3.1% return as of Dec. 31, 2011; the Wilshire TUCS average return...   Read More

  • Small Public Plan of the Year

    The New Haven (Conn.) City Employees Retirement Fund was all about portfolio diversification in 2011, going as far as to invest in structured notes as a hedge. The move paid off: the fund earned more than 20% for the fiscal year ending July 1, 2011.   Read More

  • Bond Manager of the Year

    Boston’s Loomis, Sayles & Co. took advantage of the early surge in fixed-income interest in 2011 and tackled new business with customization and healthy returns. The manager brought in more than $2.2 billion in mandates last year from funds such as the New Mexico Public Employees Retirement System, the Kansas...   Read More

  • Marketer of the Year

    Therese Hernandez, managing director and public funds marketer with New York-based fixed-income manager MacKay Shields, used a simple but effective strategy in her sales and marketing efforts in scoring an outstanding asset-gathering year in 2011: she made herself available to clients and prospects as often as needed.   Read More

  • Equity Manager of the Year

    New York-based Vontobel Asset Management pounced on last year’s stock market rally, revving up sales and sidestepping market landmines to deliver results. The firm brought in more than $8 billion in new assets last year, boosting its assets under management to $18.5 billion from $12 billion.   Read More

  • Consultant of the Year

    Having landed a promotion to partner at the firm last January, NEPC’s Kevin Leonard moved quickly to justify his ascension. He first brought home a $1.5 billion account with the Missouri Department of Transportation and Highway Patrol Employees’ Retirement System (MPERS).   Read More

  • Private Equity Manager of the Year

    Boston-based Summit Partners found itself in a sweet spot in 2011 as investors looked for strategies that were less risky than venture capital but more nimble than buyouts. The strategy has resonated with investors, and the firm picked up no fewer than nine pension plan clients in 2011, according to...   Read More

  • Hedge Fund Manager of the Year

    Westport, Conn.-based Bridgewater Associates bested its peers in 2011 by delivering impressive returns and increasing its assets under management. Its Pure Alpha Fund II delivered a 16.05% return, while its All-Weather Fund was up 19.5% for the year. In all, the firm handed its clients a whopping $13.8 billion profit....   Read More

  • Real Assets Manager Of The Year

    Molpus Woodlands Group takes the win for Real Assets Manager of the Year for bringing in almost $500 million dollars in new accounts as investors sought havens from market swings.   Read More

  • Emerging Manager of the Year

    Last year was a watershed year for Strategic Global Advisors. In international equities, which has high barriers to entry in terms of costs, systems and required expertise, the $340 million firm had enviable asset gathering success and performance that was hard to match across all managers.   Read More

2012 Award Categories

Awards Criteria
  • Lifetime Achievement Award

    Clare Murphy, former executive director of the San Francisco Employees Retirement System (SFERS), was involved in the 1985 funding of the Council of Institutional Investors (CII) and the California Association of Public Retirement Systems (CalAPRS). Under Murphy’s tutelage, SFERS was a founding member of both associations and has played an...   Read More

  • Large Public Plan of the Year

      Read More

  • Mid-Sized Plan of the Year

      Read More

  • Small Plan of the Year

      Read More

  • Public Fund Marketer of the Year

      Read More

  • Bond Manager of the Year

      Read More

  • Equity Manager of the Year

      Read More

  • Private Equity Manager of the Year

      Read More

  • Emerging Manager of the Year

      Read More

  • Hedge Fund Manager of the Year

      Read More

  • Real Assets Manager of the Year

      Read More

  • Consultant of the Year

      Read More

  • 2012 Rising Stars of Public Funds

      Read More


Money Management Intelligence's Public Pension Fund Awards dinner and ceremony, held in conjunction with IMN 's Public Funds Summit, March 26-27, has become the premier celebration and networking event for the U.S. public pension fund investment community. The awards recognize the people and organizations across the industry that have excelled in their professions over the previous year, and are given by the editors of Institutional Investor's Money Management Intelligence newsletter following their industry-wide due diligence.

Venue:
Park Hyatt Aviara

7100 Four Seasons Point
Carlsbad, CA 92011
USA

Phone: 1 (760) 603-6800
Fax: 1 (760) 603-6801
Website: http://www.parkaviara.hyatt.com

Evening Agenda:
Cocktail Reception:
6:00- 7:30pm
Dinner & Awards Ceremony: 7:30 - 9:30pm

Dress Code:
Business/Cocktail

If you have questions regarding the awards dinner and ceremony, please contact Adrienne Bills, Associate Publisher, at abills@iiintelligence.com, 212-224-3214.

Large Public Plan of the Year Sponsor:
State Street
Mid-sized Public Plan of the Year Sponsor:
Alger
Small Public Plan of the Year Sponsor:
NEPC
Consultant of the Year Sponsor:
Manulife Asset Management
Cocktail Reception Sponsor:
Vontobel
Premium Chocolate Sponsor:
UBS
Table Sponsors:
MacKay Shields
Strategic Global Advisors
Molpus Woodlands Group
Bivium Capital
pwc
Blackstone
Bridgewater
PIMCO
Wellington Management

For information on attending or sponsoring the awards dinner, please contact:
Adrienne Bills
Associate Publisher
212-224-3214
abills@iiintelligence.com


2012 Rising Stars of Public Funds:


Scott Chan, Deputy Chief Investment Officer, Sacramento County Employees Retirement System (SCERS)

Scott Davis, Director of Public Equity, Indiana Public Retirement System

Derek Drummond, Fund of Fund Analyst, State of Wisconsin Investment Board (SWIB)

Jim Elkins, Senior Investment Officer, State of Michigan Retirement Systems (SMRS)

Samuel Gallo, Managing Director of Alternative Investments, PricewaterhouseCoopers LLP

Bryan Hedrick, Investment Officer, Fort Worth Employees' Retirement Fund

Tanya Kemp, Investment Analyst – Alternatives, San Francisco Employees’ Retirement System (SFERS)

Dave Klauka, Director – Private MarketsSouth Carolina Investment Commission

Jason MacDonald, Head of Alternative Credit Strategies; Portfolio Manager – Private Equity Secondary Sales; Investment Analyst – Private Equity, State of New Jersey, Division of Investment

Eli Martinez, Investment Officer, Santa Barbara County Employees Retirement System (SBCERS)

Ryan Parham, Chief Investment Officer, Public Safety Personnel Retirement System of the State of Arizona (PSPRS)

Linsey Schoemehl, General Counsel, Illinois State Board of Investment

Chris Schelling, Head of Absolute Return, Kentucky Retirement Systems

Kelli Schrade, Managing Partner and Director of Manager Research, Marquette Associates

Sponsorship


For information on attending or sponsoring the awards dinner, please contact:
Adrienne Bills
Associate Publisher
212-224-3214
abills@iiintelligence.com