Fifth Tribal Financial Management & Leadership Symposium

September 30-October 1, 2019

Mutual of America Headquarters, New York, NY

Details

Native Nation Events’ Fifth Tribal Financial Management & Leadership Symposium will be held September 30^th and October 1^st, 2019 at Mutual of America Headquarters in New York, NY. This exclusive two-day event will focus on one of the most important aspects of a tribe’s economic future – financial management. You will learn about the state of the economy, building a financial constitution, both long-term and short-term investments, alternative investment options and much more. This symposium will answer any questions you and your tribe or organization may have about financial management.

To speak with a representative about attending, speaking, or sponsoring, please call us at 201-857-5333 or email sales@nativenationevents.org.

Who Should Attend:

Tribal Leaders
Council Members
Chief Financial Officers

Tribal Treasurers
Finance Officers
Investment Managers

Registration is now closed.

Venue

Venue Information

Mutual of America

320 Park Avenue
New York, NY 10022
800-914-8716

HOTELS IN THE AREA

San Carlos Hotel
150 East 50th Street
New York, NY 10022
212-755-1800
reserve@sancarloshotel.com

The Kimberly Hotel
145 East 50th Street
New York, NY 10022
212-702-1640
www.kimberlyhotel.com

Take advantage of the Mutual of America corporate rate when you stay at the San Carlos Hotel or The Kimberly Hotel by mentioning this event at the Mutual of America building and Native Nation Events.

Fifty Hotel & Suites by Affinia
155 East 50th Street
New York, NY 10022
212-751-5710

Doubletree by Hilton Metropolitan
569 Lexington Ave.
New York, NY 10022
212-752-7000

Agenda

Click here to print the agenda.

Fifth Tribal Financial Management & Leadership Symposium

September 30th-October 1st, 2019

Mutual of America Headquarters, New York, NY

Monday, September 30th

8:00-9:00 AM

Registration & Networking Breakfast in 320 Park® on the 35th Floor

9:00-9:10 AM

Opening Remarks & Conference Co-Chair Remarks in 320 Park® on the 35th Floor

Justin O’Connor
President
Native Nation Events

Cynthia Pierce
Vice President, National Group Accounts
Native American Business
Mutual of America

Bernard Machlovitch
Executive Director
Morgan Stanley Private Wealth Management

Hans Maentz
Senior Vice President
Morgan Stanley Private Wealth Management

9:10-9:30 AM

Keynote Address – Moving the Unreachable to the Benchmark for Native Americans: the Unimaginable Power Behind and Ahead of Our Progress in 320 Park® on the 35th Floor

David Sickey
Tribal Chairman
Coushatta Tribe of Louisiana

9:30-10:30 AM

Coming “Inside-Out” to Maximize Your Energy, Enthusiasm & Impact on Your Team! in 320 Park® on the 35th Floor

Developing a pregame-postgame strategy that allows your daily performance to be maximized.
Back to basics. Getting clarity with values and principles and clearly defining who your self identify is at its best version.
Simplifying, codifying and ratifying each day to cast votes for who you are and the message you send to your community.
When the game gets rugged and hostile who wins?
The “G-Gem box” and the five essentials great leaders possess.
We are all story tellers. Our interpretations are in our hands.
K-A=0. Knowledge minus actions equals zero. Follow the Nike Lead!

Presenter:

Jim Stroker
Coach
Native Nation Events

10:30-10:45 AM

Morning Networking Break in 320 Park® on the 35th Floor

10:45-11:45 AM

Macro Outlook on the Financial Markets in 320 Park® on the 35th Floor

What is the economy telling us now?
U.S. investor markets, where are they heading and how should tribes be investing for the long term?
How are central banks influencing interest rates?
How do tribes best diversify their investments?
How have nontraditional/alternatives diversified their investments?
How can tribes weather the current volatility in the markets (i.e. The “tweet affect”)?

Presenters:

Bernard Machlovitch
Executive Director
Morgan Stanley Private Wealth Management

Hans Maentz
Senior Vice President
Morgan Stanley Private Wealth Management

Amir Lear, CFA
Chairman & CEO
Capital Management LLC
Mutual of America

11:45-12:45 PM

The Importance of Asset Allocation in the Anticipated Recession in 320 Park® on the 35th Floor

Identify key drivers of asset prices over the next year.
The importance of ensuring your organization has a well-rounded portfolio, and steps to diversification.
Common pitfalls that investors need to be aware of.
Examine the correlation between large market drawdowns and recessions and distinguishing between signal and noise.
Economic outlook and the variables we consider in coming to that conclusion.

Moderator:

Daniel D. Dolan, Jr.
Founder/Managing Member
Dolan McEniry Capital Management, LLC

Presenters:

Alexandra Terry
Deputy Director
Leveraging for the Tohono O’odham Ki:Ki Housing Association

Kurtis Trevan
CEO
Gun Lake Investments

12:45-1:35 PM

Networking Lunch in 320 Park® on the 35th Floor

1:35-1:45 PM

Host CEO Remarks in 320 Park® on the 35th Floor

John R. Greed
Chairman, President & Chief Executive Officer
Mutual of America Financial Group

1:45-2:45 PM

Building Portfolios Across Multiple Asset Classes in 320 Park® on the 35th Floor

Bottom up vs. Top down
Active vs. Passive
Fundamental vs. Quantitative
Return, Risk and Correlation
The benefits of Diversification

Moderator:

Cynthia Pierce
Vice President, National Group Accounts
Native American Business
Mutual of America

Presenters:

Stephen Rich
President & Chief Equity Strategist
Capital Management LLC
Mutual of America

Joe Gaffoglio, CFA, CPA
Executive Vice President & COO
Capital Management LLC
Mutual of America

2:45-3:00 PM

Afternoon Networking Break in 320 Park® on the 35th Floor

3:00-4:00 PM

Equity Investments in Current Market Conditions in 320 Park® on the 35th Floor

Hear first-hand which market sector today’s leading financial professionals are investing in.
What strategies are used to avoid unwanted risk and the factors that drive returns?

Presenter:

Benjamin H. Nahum
Managing Director
Neuberger Berman

4:00-5:00 PM

Fixed Income is Traditionally Misunderstood. Learn why your Tribal Assets and Permanent Funds can Greatly Benefit from a Multi-Sector Fixed Income Strategy in 320 Park® on the 35th Floor

History suggests there may be benefits to staying put and “riding out” the cycle, instead of rushing for the exits or pursuing a market-timing strategy.
Fixed income’s performance during past interest rate cycles offers valuable context for investors now.
The fixed income markets delivered positive results during recent Federal Reserve rate tightening cycles. Where do the experts see both the Fed and markets heading?
A well-constructed and diversified fixed income portfolio makes for an “all-weather” strategy that can generate positive returns in in each part of the interest rate cycle.
Total Return versus Income Oriented – two strategies that each serve their purpose.

Presenters:

Hannah Kim, CFA
Vice President, Fixed Income Product Strategist
BlackRock

Alan Alsheimer, Jr.
Partner
Permanens Capital

5:00 PM

Monday’s Sessions Conclude

Tuesday, October 1st

8:00-8:45 AM

Registration & Networking Breakfast in 320 Park® on the 35th Floor

8:45-9:45 AM

Strategies to Enhance Self Awareness & Create Teams on a Mission of Success in 320 Park® on the 35th Floor

Billboards, heroes and eulogies. The framework to your enhanced self awareness statement.
Feedback and blind spots. The 100 game.
Seals, focus and boxes. Three practices of great leaders.
Tattoos, triggers and thoughts.
Simply, codify and ratify.
Rule #6.

Presenter:

Jim Stroker
Coach
Native Nation Events

9:45-10:45 AM

Opportunity Zone Funds & the Potential Benefits for Your Tribe in 320 Park® on the 35th Floor

The Opportunity Zones Program is a tax incentive for investors to deploy potentially billions of unrealized capital gains into economically distressed communities.
Discuss Opportunity Zones and their challenges and benefits.
Clarify the latest regulations and talk through opportunities and strategies for participation.
How can you position yourself and utilize the Opportunity Zones incentive to bring capital to Indian Country?

Presenter:

Zach Atherton-Ely
VP of Strategic Growth Initiatives
Mille Lacs Corporate Ventures

10:45-11:00 AM

Morning Networking Break in 320 Park® on the 35th Floor

11:00-12:00 PM

Minor’s Trust Funds in 320 Park® on the 35th Floor

Best practices for the transition and set-up of a minor’s trust program.
Taxation of per capita.
The latest legal and tax laws for Minors Per Capita Trusts.
Structuring A Minors Trust Program that encourages educational pursuits.
Minor’s trust contributions and the conflict with SSA payments—new updates.
Incorporating financial literacy into a minor’s trust program.
Effective early distribution policies – allowing early distributions that can really benefit the youth.
Minor Trusts: Protecting Wealth for Future Generations.

Moderator:

Samuel L. Fuller, Sr.
Senior Vice President
Providence First Trust Company

Presenters:

Kip Rabin
Finance Director
Miccosukee Tribe of Indians of Florida

Hans Maentz
Senior Vice President
Morgan Stanley Private Wealth Management

12:00-1:00 PM

Are Alternative Investments or Impact Investments an Option for Your Tribe? in 320 Park® on the 35th Floor

Define alternative investments and what they include- venture capital, private equity, hedge funds, real estate investment trusts, commodities, etc.
Define impact investments and how Tribes can benefit – investing Tribal assets in community development throughout Indian Country, seeking impact investment from others for your community needs.
Understanding the difference and qualifications between liquid and non-liquid alternative assets.
Long/short alternative investments vs the current market conditions?

Presenters:

Phil Glynn
President
Travois

Dennis Johnson
Chief Investment Officer
Ho-Chunk, Inc.

1:00 PM

Tribal Financial Management Symposium Concludes

Conference Co-Chairs

Mutual of America

Morgan Stanley

Gold Sponsors

FOR SPONSORSHIP OPPORTUNITIES, CONTACT DAN O’CONNOR AT 201-857-5333 OR SALES@NATIVENATIONEVENTS.ORG

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Venue Information

Mutual of America

320 Park Avenue
New York, NY 10022
800-914-8716

HOTELS IN THE AREA

San Carlos Hotel
150 East 50th Street
New York, NY 10022
212-755-1800
reserve@sancarloshotel.com

The Kimberly Hotel
145 East 50th Street
New York, NY 10022
212-702-1640
www.kimberlyhotel.com

Fifty Hotel & Suites by Affinia
155 East 50th Street
New York, NY 10022
212-751-5710

Doubletree by Hilton Metropolitan
569 Lexington Ave.
New York, NY 10022
212-752-7000