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SERVICE PROVIDERS
    visit website American Realty Advisors Real Estate Manager

    American Realty Advisors and its principals have been providing innovative real estate investment solutions to public and corporate pension funds, endowments, foundations, and Taft-Hartley trust funds for over 23 years. With over $4.1 billion* in assets under management, American is a SEC registered investment advisor and has qualified as a Qualified Professional Asset Manager (QPAM), investment manager and fiduciary under ERISA.
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    visit website American Realty Advisors Investment Manager

    ARA is a premier investment manager of institutional quality commercial real estate portfolios focused on providing superior risk-adjusted returns for our clients and investors, consistent with the objectives defined by their investment guidelines.
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    visit website Atlanta Capital LCG Investment Manager

    Atlanta Capital is an investment advisory firm that specializes in high quality stock and bond portfolios. Since 1969, we have provided professional investment advisory services to a broad range of institutional and individual clients. Atlanta Capital is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley.
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    visit website Bloomfield Real Estate Investment Manager

    Urgent Deals Require Principal Attention
    Bloomfield Capital's team draws from a broad variety of real estate experience. Our objective is to leverage an extensive depth of real estate and finance expertise to the benefit of high-quality commercial and multi-family residential real estate projects nationwide.
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    visit website Convergex Recapture Agent

    OVERVIEW
    Convergex provides global solutions considered to be among the best in the business—including our commission recapture programs. As one of the pioneers in commission recapture, we are a global leader with a long history of providing value-added execution services to institutional investors.

    RECAPTURE WITH CONVERGEX
      º Commission recapture was originated by a Convergex predecessor in 1986.
      º Client funds include annuities, pension plans, endowments, mutual funds, etc.
      º Customers are supported by an assigned client service representative, a sales person, direct access over the web to their records through our own proprietary accounting system specifically designed for commission recapture.

    Commission recapture is widely recognized as a highly effective way to help control transaction costs. As the U.S. Department of Labor noted in a 1997 report on commission recapture and pension funds, a properly structured commission recapture program can assist investment managers (and) reduce plan costs.

    With a Convergex commission recapture program, a significant portion of commission dollars is returned to your fund, directly benefiting its participants. Our commission recapture programs are easy to start and maintain. They give your investment managers maximum flexibility, are backed by a superb execution environment, are designed to conform to legal and regulatory requirements and are capable of delivering measurable savings for your fund.

    GLOBAL LIQUIDITY
    As a recapture provider, Convergex has always been a leader in finding ways to support our customers' recapture efforts. We were one of the first to expand recapture programs to include international equities. Today we continue to expand recapture opportunities for our customers by providing recapture through electronic execution which includes direct market access and program trading.

    We do not engage in "at risk" proprietary trading or market making. Our mission is to provide our customers with market efficiency and best execution. We aim to improve customers' execution performance by leveraging our global liquidity and lowering their transaction costs, so they have the opportunity to obtain the best execution.

    Our customers also have the option of executing through our Global Trading Network which provides access to over twenty brokers worldwide.
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    visit website Dahab Associates Investment Monitor

    Dahab Associates is a full service investment consulting firm, providing advice to institutional investors and wealthy families for over 20 years.

    Their services include:
    • Asset allocation modeling
    • Policy and guideline development and review
    • Performance measurement and analysis
    • Investment manager searches
    • Custodian searches
    • 401(k) employee education
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    DuLaney & Company Actuary
    Donald A DuLaney
    visit website FIDUCIARY TRUST INTERNATIONAL Plan Custodian

    Fiduciary Trust was founded in 1931 to provide trust, investment management and custodial services to both individual and institutional clients. We serve as investment manager for approximately 45 billion in assets and as custodian for over 60 billion. Now serving over 45 police and fire pension funds throughout Florida. Fiduciary Trust provides state-of-the-art multi-currency accounting services incorporating a personalized approach. We offer our clients customized reporting, recordkeeping services, on-line access, and distributions either by check or ACH transfer.

    For further information contact:

      Fiduciary Trust International of the South
      200 South Biscayne Blvd., Suite 3050
      Miami, Florida 33131
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    visit website Garcia Hamilton & Associates Investment Manager

    Founded in 1988, Garcia Hamilton & Associates (GH&A) offers fixed income strategies for institutional investors. We manage only investment quality fixed income across the yield curve using no derivatives or leverage. Our diversified client base includes public funds, jointly trusteed plans, endowments and corporations. The firm is 100% employee-owned, with approximately 91% held by minority and women partners and is certified as a MBE firm. GH&A was named Intermediate-Term Fixed Income Manager of the Year by Institutional Investor in 2016 and 2015, Fixed Income Investment Grade Manager of the Year by Institutional Investor in 2014, and Core Fixed Income Manager of the Year by Emerging Manager Monthly in 2010.

    GH&A employs a top-down approach in its fixed income portfolio construction. A broad fundamental analysis of duration, yield curve, and sectors results in a defined set of parameters for the individual issues that fit the portfolio. The portfolios are dominated by treasuries, agencies and agency guaranteed mortgage pass-through securities. As an internal rule, all corporate bonds must be rated a minimum of single “A” or better. The high quality bias of the issues utilized reduces credit risk while ensuring ample liquidity. In addition, GH&A does not invest in non-dollar bonds, Yankees, high yield securities, zero coupon bonds, nor derivatives in its strategies. Likewise, the strategy does not utilize any leverage.
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    Janna Hamilton
    visit website Intercontinental Real Estate Corporation Investment Manager

    Intercontinental Real Estate was launched in 1996 but its roots started in 1959. The goal of the firm is to provide institutional quality, client-mandated real estate investment strategies structured to protect and grow capital with risk adjusted returns. Intercontinental Real Estate has a unique investment strategy along with asset management methods for each property they invest in.
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    visit website Johnston Asset Management: Investment Manager

    Johnston Asset Management focuses on managing long-term international equity portfolio. The company was founded in 1985. The Firm is 100% employee owned and managed. Johnston Asset management has a philosophy of identifying a very short select number of companies that can meet our extremely demanding investment standards for quality, sustainable growth and leadership.
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    visit website Klausner, Kaufman, Jensen & Levinson Board Attorney

    At the law firm of Klausner, Kaufman, Jensen & Levinson, a Partnership of Professional Associations, we devote our practice exclusively to the representation of retirement and benefit systems and related labor and employment relations matters. Today, we are among the most highly regarded firms in North America in the increasingly crucial area of pension issues. As a major player on the national level in public employee retirement matters, we often call upon a comprehensive research system capable of accessing virtually all relevant legislation at the federal level and across the 50 states. In so doing, we are able to monitor – and in some cases anticipate – changing trends in the law to a degree that most general practitioners would consider a luxury to be funded by their clients. To us, it’s simply part of being a responsible and pro-active advocate. In addition, we frequently furnish state and local governments throughout the United States with background information on many of the newest and most complex issues involving public retirement systems. No matter how much proficiency we develop, though, our relationship with those we represent can still be summed up in one sentence: As important as it is to know the laws, it is even more important to know our clients. At the law firm of Klausner, Kaufman, Jensen & Levinson, a Partnership of Professional Associations, we devote our practice exclusively to the representation of retirement and benefit systems and related labor and employment relations matters. Today, we are among the most highly regarded firms in North America in the increasingly crucial area of pension issues.

    As a major player on the national level in public employee retirement matters, we often call upon a comprehensive research system capable of accessing virtually all relevant legislation at the federal level and across the 50 states. In so doing, we are able to monitor – and in some cases anticipate – changing trends in the law to a degree that most general practitioners would consider a luxury to be funded by their clients. To us, it’s simply part of being a responsible and pro-active advocate.

    In addition, we frequently furnish state and local governments throughout the United States with background information on many of the newest and most complex issues involving public retirement systems. No matter how much proficiency we develop, though, our relationship with those we represent can still be summed up in one sentence: As important as it is to know the laws, it is even more important to know our clients.
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    Adam Levinson
    visit website KSDT Auditors Auditor

    Choosing the right CPA firm is not an easy decision. It is a relationship built on trust, respect, and objectivity that can make or break the success of your business. At the end of the day, you need a financial expert that is aligned with your life goals.

    That's where KSDT CPA comes in. We are a full-service accounting firm that has been serving South Florida for over 40 years but more importantly understand what is important to you!
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    visit website LMCG Investments, LLC Investment Manager

    LMCG Investments, LLC (LMCG) is a Boston-based investment management firm. We offer a broad range of investment strategies to institutional and private clients including corporate and public pension plans, foundations, endowments, family offices, mutual funds and individuals. Our firm has been built by attracting talented investment teams that bring extensive experience and specific expertise in their respective market segments and investment strategies. We recognize that independent thinking drives investment performance and we reinforce the autonomy and integrity of our investment teams.
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    visit website Precision Pension Administration, Inc Plan Administrator
    Greg Brillant
    visit website Soundmark Partners Investment Manager

    The Sound Mark team consists of a group of real estate and credit professionals who proactively decided to create and grow a business together that would provide superior service to limited partners, and at the same time would be a positive, entrepreneurial atmosphere where all team members could prosper. The Firm, it's partners and employees are committed to alignment with our limited partners.
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    visit website UBS Trumbull Property Fund Investment Manager

    UBS is a real estate investment firm which invests in major estate sectors throughout the United States and around the world. The strategies used are focus researching not only the large overview real estate of an area but also the regional aspects of properties. They are a core-value real estate firm.
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    visit website Wellington Management Investment Manager

    As one of the world's largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we've been exploring new ideas and challenging each other's thinking - because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries.

    At Wellington, our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes.
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