CANADA CUP TOPICS IN INVESTMENT MANAGEMENT: PERSPECTIVES FROM THE U. S CANADA CUP TOPICS IN INVESTMENT MANAGEMENT: PERSPECTIVES FROM THE U.S. AND EUROPE June 13, 2007 Jonathan Barry Forman, Vice Chair, Board of Trustees Oklahoma Public Employees Retirement System (OPERS) www.law.ou.edu/faculty/forman.shtml
ORGANIZATIONAL STRUCTURE Oklahoma Public Employees Retirement System Board of Trustees Advisors & Consultants Executive Director General Counsel Director of Member Services Director of Information Technology Chief Investment Officer Director of Finance and CFO Assistant CFO Financial Services Administrator Defined Contribution Plans Manager Communication & Counseling Administrator Member Services
OPERS Funded Ratio (Historical) 1998 - 91% 2003 - 77% 1999 - 82% 2004 - 76% 2000 - 84% 2005 - 72% 2001 - 83% 2006 - 71.4% 2002 - 80%