PACIFIC REGION INVESTMENT CONFERENCE ON GUAM

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GUAM BUSINESS MAGAZINE Salomon Smith Barney Consulting Group Tamuning, Guam

Press Release April 14, 2000

Guam Business magazine and Salomon Smith Barney Consulting Group announced they will host Guam’s first-ever Pacific Region Investment Conference, ‘Investing in the New Millennium,’ next month at the Outrigger Guam Resort.

The three-day conference, designed to address issues pertinent to public funds, endowments and foundations and corporate retirement plans, will take place from May 24 through 26, 2000. Attendees will learn from experts in the field about standards of fiduciary behavior and minimizing the attendant risks, learn from their peers how to avoid the investment pitfalls others have faced, share concerns and knowledge with professional counterparts, discover the perspective needed to achieve development goals and learn how to maximize the value of administrators, investment managers, consultants and custodians.

The Pacific Region Investment Conference is aimed at public and corporate retirement plan trustees and administrators, endowment/foundation and other non-profit trustees, administrators and fundraising executives, chief executives, chief financial officers and other business executives and officers, human resource executives, legislators and other public officials with oversight of public funds and other public fund oversight board members, administrators and executives.

Attendees will be able to ask more than 26 experts from sponsoring organizations such as Atalanta Sosnoff, Benefits Corporation, Davis Hamilton Jackson and Associates, Fiduciary Trust International, Invesco Capital Management, Lazard Asset Management, Murray Johnstone International, Oppenheimer Capital, SSBCiti Asset Management, Scudder Investments and others, their toughest questions, while benefiting from valuable networking opportunities, as they attend more than 12 hands-on, information packed sessions that will put them in control of their investment efforts.

Guam Business magazine is the leading business magazine in Micronesia, celebrating seventeen years of success. A monthly publication that targets top-level management, political leaders and decision-makers of business and governments through Asia and the Pacific, Guam Business is considered the "authority on business in Micronesia." As co-host of the Pacific Region Investment Conference, Guam Business will publish a special section in the May issue with feature stories on keynote speakers and investment activities throughout the region.

Founded in 1973, the Salomon Smith Barney Consulting Group is the industry leader in the field of managed money relationships. Consulting Group advises institutional and individual investors on the management of assets totaling over $180 billion. Clients include public, corporate and Taft-Hartley pension funds, endowments, foundations, hospitals, insurance companies and high net-worth individuals. The Guam office was opened in 1991 and currently advises institutional client assets in excess of $1.8 billion.

The registration fee is $150 per person or $100 per person for two or more registrants from the same organization. Call (671) 649-0883; fax (671) 649-8883, or e-mail glimpses@kuentos.guam.net to register. Visit www.glimpsesofguam.com for more information.

For more information, please contact Sally Mudge at Glimpses Advertising at (tel.) (671) 649-0883 or (fax) (671) 649-8883.

 

CONFERENCE SPEAKERS

Charles W. Beck, Jr.

Charles W. Beck, Jr., is Vice Chairman and CEO of Fiduciary Trust International of California, which he joined in 1991, and manages, fixed income portfolios. He received an MBA from Indiana University.

George L. Berish

George L. Berish is a principle of Buck Consultants and the manager of its Hawaii office. He has 29 years of actuarial and consulting experience; he is a Fellow of the Society of Actuaries and has served on the Society’s committee responsible for Modern Portfolio Theory. He provides actuarial and related benefit consulting services to a number of Social Security Systems; Public Employee Retirement and Health Plans; and, large private employers in Hawaii and in the West Pacific.

Sandra J. Champion

Sandra J. Champion has been involved in the financial services industry for over a decade and is associated with Madison Investment Advisors, Inc. She is actively involved in the foundation/endowment area and is considered an authority on the topic. Ms. Champion is a member of the National Society of Fundraising Executives; a featured speaker at various events throughout the United States, and is published. Sandra earned her BS degree at Trinity University.

Thomas J. Condon

Thomas J. Condon, Managing Director, Provident Investment Counsel, joined the firm in 1981. Mr. Condon holds a BS degree from California State University. Mr. Condon is a member of IMCA, IFEBP, and AIMSE; serves on the Board of Directors of Mayfield Senior High School and Chaminade College Preparatory; and is a member of the Order of Malta.

Stephen C. Dunn

Mr. Dunn is Vice President and Regional Manager for Chase Manhattan Bank’s Global Investor Services, managing both international and domestic financial institutional clients employing Chase for Global and Domestic Custody, Securities Lending and related investment services. Mr. Dunn holds an MBA from Fordham University.

Mark J. Heath

Mark J. Heath, CPA, was the University of Guam’s Chief Financial Officer for fourteen years, responsible for investing the University’s endowment. Mr. Heath also served on the Government of Guam Retirement Fund Board of Directors and chaired the Investment Committee. He is now a Senior Vice President of Metropolitan West Capital Management.

K. Michael Hudnall

K. Michael Hudnall, Managing Director, International Retirement Services has over 20 years experience in the financial services industry. He is responsible for managing INVESCO’s International Retirement Services business. Prior to INVESCO, Mr. Hudnall was responsible for developing work site marketing strategy for Scudder Kemper Investments. Prior to this, he served as Managing Director for Fidelity Investments Canada. Mr. Hudnall began his career in the industry as a consultant with Arthur Andersen & Co.

Victor Hymes

Victor Hymes, Managing Director of Scudder Investments, serves as the Director of Institutional Investment Specialists, North America and Director of Scudder’s San Francisco Office. Mr. Hymes is a frequent speaker and has twenty years experience in domestic and international fixed income markets. Prior to Scudder, he was a member of the fixed income division of Goldman, Sachs & Company and Kidder Peabody. Mr. Hymes received an MBA from the Stanford Graduate School.

David John

David John is President of ASC, the only locally owned and operated company specializing in the management and administration of qualified retirement plans on Guam. Since the inception of ASC in 1991, he has grown ASC to over 150 plans and $75 million in plan assets. Mr. John holds a BA from the University of St. Thomas in St. Paul, Minnesota. He is active in the Rotary Club of Guam, the Guam Chamber of Commerce, and is the residing President of the Guam Employer’s Council.

Donald W. Kennedy

Mr. Kennedy has 24 years of investment experience. As Managing Director of Renaissance Investment Management, his responsibilities are client service and management, as well as being a member of the Management Group. He is a member of the International Foundation of Employee Benefit Plans and the Association of Investment Management Sales Executives. Don is a Certified Investment Management Analyst, and is a graduate of Indiana University.

John C. Khil

John C. Khil of Carlsmith Ball, concentrates in tax law with an emphasis on pensions, profit sharing and employee benefits. He is a former attorney-advisor in the Employee Plans and Exempt Organizations Division, Office of Chief Counsel, Internal Revenue Service in Washington, D.C. where he was responsible for drafting Treasury regulations and assisting in the formulation of tax legislation relating to pension and welfare plans. He lectures on employee benefit matters and is active in the Employee Benefits Committee of the American Bar Association Section on Taxation. He has been a member of the subcommittee on ESOP’s, TRASOP’s, and PAYSOP’s, the Task Force on Welfare Benefits Funds, and the Subcommittee on Special Compensation problems of Small Businesses.

Peter Knapp

Mr. Knapp is Managing Director of Alternative Investments at Navellier & Associates. He is responsible for coordinating the alternative investment research activities of the company and for developing quantitative analysis and portfolio allocation strategies. Prior to joining Navellier in 1998, Mr. Knapp was a Managing Member of White Rock Capital Partners, LLC, a diversified investment firm and was Director of Glenbrook Partners, a closely held hedge fund. Mr. Knapp began his post-graduate career with Coopers & Lybrand as a Senior Tax Specialist. He received a BA from UC, Santa Cruz and a JD from the Oregon School of Law. Mr. Knapp is a member of the California Bar Association.

F. Jay Lingo

F. Jay Lingo, FSA, EA, MAAA, is a Directing Manager in the Deloitte & Touche Human Capital Advisory Services Group in Minneapolis. Jay has over 28 years of experience in providing actuarial consulting services to pension and groups of insurance plan sponsors. He is currently a member of the team serving the Government of Guam Retirement Fund.

Gary W. Lisenbee

Gary W. Lisenbee is President of Metropolitan West Capital Management, LLC. During his 27-year career, Mr. Lisenbee has been a research analyst and portfolio manager. He holds MA and BA degrees in Accounting and Economics from California State University. Mr. Lisenbee is a frequent speaker and has authored numerous articles on investment-related topics.

John Lohr

John Lohr is President of Lockwood Financial Services, Inc. and General Counsel of the parent company. Prior to that he was Executive Vice President and legal counsel for Smith Barney’s Consulting Group, which provides consulting advice on professional investment management. He is a former Professor of Finance at Baldwin Wallace University and the author of several books dealing with ERISA. Mr. Lohr is a graduate of Wittenburg University; has a Master’s Degree from Kent State University and a JD from John Marshall College of Law, Cleveland State University.

Donal Mastrangelo

Donal Mastrangelo is National Sales Manager for Lazard Asset Management. Prior to joining Lazard in 1995, he was Product Specialist and Manager of the Banking & Finance Team at Xerox Corporation. Donal holds a BA from Hamilton College.

Stephen D. McCarty

Stephen D. McCarty, National Sales Manager for Navellier & Associates, has spent over 15 years in the areas of operations, compliance, administration and client services in the securities industry. Mr. McCarty is responsible for all broker/dealer services for privately managed accounts and mutual funds. Prior to Navellier, Mr. McCarty was Senior Vice President at Shearson Lehman Brothers, and was responsible for the operation of over 30 offices in the Western States. Mr. McCarty earned a BS in Finance from USC and an MBA from California State University.

Keith McKeown

Keith McKeown leads Lynch, Jones & Ryan’s (LJR) West Coast sales force, offering value-added brokerage services to plan sponsors and investment managers. Prior to LJR, he worked on the floor of the New York Stock Exchange. LJR, a subsidiary of Instinet Corp., is the world’s largest provider of commission recapture services, currently recapturing commissions for over 800 corporate, public, endowment and foundation funds with combined assets of over $1 trillion.

Sue Mullin

Sue Mullin is Director of North American Operations for Murray Johnstone International (MJI). She obtained a B.Sc. degree with Honors in Banking and International Finance at City University, London, as well as an MBA. She has previously worked for Merrill Lynch and N M Rothschild & Sons Ltd. She joined MJI in 1986 where she was responsible for institutional marketing and client servicing. In 1989 she was made a Vice President and Director of MJI, and in 1994 was made a Director of the Murray Johnstone Group with overall responsibility for North America.

Charlie Nelson

Charlie Nelson, President, Benefits Corp. joined Great-West in 1983 and is responsible for our government and health care retirement plan business. Mr. Nelson is a member of the National Association of Government Deferred Compensation Administrators. As a member, he has contributed many articles for publication and has spoken at numerous regional and national conferences. He is a graduate of Whitman College with degrees in chemistry and economics.

Jeffrey F. Peer

Mr. Peer, ASA, EA, MAAA, is a Senior Manager in the Deloitte & Touche Human Capital Advisory Services Group. He has 13 years experience in providing pension actuarial and benefit consulting services globally.

James S. Skesavage, Jr.

James S. Skesavage, Jr. is a Global Partner, the Director of Client Service/Product Management, and serves on the management committee for INVESCO Capital Management. He is a member of the Board of Directors of the Association of Investment Marketing Sales Executives (AIMSE), and has participated on the Program Committee for the Southern Employee Benefits Conference. He earned his MBA from Mercer University, where he was inducted into the National Honor Society of Phi Kappa Phi. He received his BA in business administration from Loyola College.

James D. Staub

Mr. Staub is Senior Vice-President of Marketing and Client Services for Atalanta/Sosnoff Capital. Prior to joining the firm in 1984, Mr. Staub was a corporate officer of Alexander & Baldwin, Inc., where he was responsible for the firm’s investments and pension plans. He earned a BA degree from Kenyon College, an MBA from the American Institute of Foreign Trade, and a Certificate of Investment Management from Stanford University.

Ronald J. Surz

Ronald J. Surz is Managing Director of Roxbury Capital Management. He was previously a pension consultant for 20 years. He serves on the Investment Management Consultants Association (IMCA) Board of Directors and the City of San Clemente, CA Investment Advisory Council. He earned an MBA in Finance at the University of Chicago and MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation. He authored Manager Search and Selection and Performance Measurement and Evaluation, both published.

William Thomson

Bill Thomson is a Senior Consultant with Fiduciary Trust International. Prior to joining Fiduciary, Mr. Thomson was on the Executive Board of the Asian Development Bank in Manila representing the United States. He subsequently became Vice President of the Bank’s economic work, strategic planning and the US $5 billion lending program for 24 Asian and Pacific countries. He was Chairman of the ADB’s staff pension plan, successfully restructuring it to become the most globally diversified fund in the Asia region. Mr. Thomson was also an economist with the US Treasury Department and an investment analyst with Legg Mason.

James P. Webb

James P. Webb, is a Principal of Davis, Hamilton Jackson & Associates. He received BS in Economics from Florida State University. He has been in the financial services industry since 1979, joining Davis Hamilton Jackson & Associates in 1993. He holds a Certified Investment Management Analyst designation.

John Wilson

John Wilson is Senior Vice President of Oppenheimer Capital based in Sydney, Australia, where he is responsible for business activities in the Asia-Pacific region. John holds a BA, LLB from the University of Melbourne and a Master of Laws degree from Duke University. He has over 15 years of experience in investment markets, having previously worked at Bankers Trust Company, J.P. Morgan Investments and as an attorney with the New York law firm of Sherman and Sterling.

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