Future Goals

• Launch other regional Texas/National chapters with quarterly meetings. Our initial efforts will be in Houston, Austin/San Antonio, and Ft. Worth.

• Partner with other investment groups to sponsor educational speaker forums in various cities.

• Create a new Certification Designation for our industry professionals and develop the necessary education and testing program to support it. This would be similar to the previous University education course at Baylor University and George Washington University in D.C. The Office of the Texas Fire Fighters' Pension commissioner (TLFFRA) produced the most graduates. The new program will offer the option of internet based classes to provide flexibility and hold down the cost.

17th Annual National Pension &

Institutional Investor Summit

November 14-15, 2011 Dallas, Texas