Fourth Tribal Financial Management & Leadership Symposium

Justin O’Connor
President
Native Nation Events

Bernard Machlovitch
Co-Head-Native American Investment Group/Senior Vice President
Morgan Stanley Private Wealth Management

Hans Maentz
Co-Head-Native American Investment Group/Senior Vice President
Morgan Stanley Private Wealth Management

David Sickey
Chairman
Coushatta Tribe of Louisiana

• Designing a framework that is easily utilized into the daily workplace.
• Clearly identifying the 5g formula that can serve as a powerful action plan tool.
• Creating a brand and mission statement that flows, is digestible and pertinent to everyday workplace challenges.
• Utilizing the 5g system to impact your own personal growth and create better leaders.

 Jim Stroker
Coach
NNE Leadership Solutions Group

• What do tribes do to educate their members (financially and otherwise)?
• How do you incentivize participation of membership in education?
• How can financial services firms provide tribes with assistance?
• What can Tribes do to educate minors who receive large distribution?

• What are the fiduciary responsibilities of Tribal Council/Investment Committees?
• Do you want your Financial Advisors to take on Fiduciary responsibility/discretion?

• The ability to work with others to solve problems and drive results.
• The ability to influence others and address challenges.
• Effectively collaborate with others to accomplish a high quality of work faster.
• Understand personal learning styles.

• Government Structure (General Council, Elected Officials, Committee, Staff, ADVISORS)
• Considerations (constitutional/legal/cultural/sovereignty/economic)
• Financial Bucket

1. Operations
2. Reserves (programs/insurance/debt)
3. Sustainability (tribe/individual/trusts/endowments)
   1. Marketable
   2. Private (economic development)

• Where is value in today’s market?
• Will your allocation deliver the same results in the future that it has in the past?
• Tribes have traditionally relied on fixed income to provide steady income and a store of value.  Will bonds continue to provide the same outcomes in a rising rate environment?

• 17% of all employees are satisfied with their job and 45% plan to leave in the next 12 months. What does this do to your business?
• How do leaders motivate your employees, which in turn reduces turnover and increases profitability?
• Understanding that to be a motivator does not mean you need to be the loudest person in the room.
• Not everyone is a born leader, but you can develop the skills to become a great one.
• Good managers are not always good leaders, and understanding the difference is imperative.
• Live by 3 simple rules:
  1. Never Quit!
  2. Get After It!
  3. Never Forget!

 Jim Stroker
Coach
NNE Leadership Solutions Group

• Market update.
• Tribes have traditionally been U.S. biased investors and U.S. Equities have outperformed International Equities for over eight years. However, so far in 2017 International stocks are outperforming U.S. stocks. 
• Is it time to consider adding to your tribe’s global exposure?  

• Did your employee do what they were supposed to do today, or are you the leader that asks “Did I do what I was supposed to do today so my employees could do what they were supposed to do?”
• Don’t train people to be managers, but to be leaders.
• The difference between Reactive and Proactive leadership.

• Market update.
• What does the current yield curve tell us about the economy and market participants’ outlook?
• Many Tribal IPS limit investments to Investment Grade bonds—why should you consider allowing lower rated securities? 

• What is Private Debt/Direct Lending?  How can tribes benefit from disinter-mediation of banks?
• Why does Harvard and Yale invest a large portion of their endowment in Private Equity and other Alternatives?
• Where is there value in Alternative universe? 

• Understanding your impact on the organization.
• Are you effectively clarifying your organizations vision and developing action plans for organizational challenges and prioritizing correctly?
• How can you tell if you’re an effective leader?
• This session will also help you improve external skills to help you influence boards, shareholders, etc., while balancing a full life.