7:50–8:00 AM
FPPTA Opening Comments
Kim Prior
CEO
8:00–10:00 AM
General Session: Bamboo Farmer Mindset
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
__________________________
3:30 – 4:30 PM
Importance of COLAs for Pension Plans
Dave West, FPPTA Director of Curriculum
Doug Lozen, Foster & Foster Actuaries and Consultants
Pete Strong, Gabriel Roeder Smith
Presentation Slides
10:30-11:00AM
Pension Formula: C+I = B+E
Tim Nash
Presentation Slide
11:05 – 11:35AM
Four Stages of the Business Cycle
Jaclyn Campis
Schroders
Presentation Slides
11:40–12:10 PM
Fixed Income: Risk Reducer or Income Generator
Jeff Detwiler
Garcia Hamilton & Associates
Presentation Slides
1:30 – 2:00 PM
Understanding the Stock Market & Exchanges
Steve Stack
Highland Capital Management
Presentation Slides
2:05 – 2:35PM
From Giants to Gems: Anticipating the Small Cap Leadership Cycle
Patrick Riley
Sawgrass Investment Management
Presentation Slides
2:40 – 3:10 PM
The Role of Self Storage in Pension Portfolios
Bill Leitner
Leitbox Storage Partners
Presentation Slides
10:30–11:00 AM
Fundamentals: Equation of Pension Plan Funding (C+I = B+E)
Russ Kamp
FPPTA Education Committee
Presentation Slide
11:05 AM–11:35 PM
Unintended Consequences of Index Investing
Chris Greco
Waycross Partners
Presentation Slides
11:40 AM – 12:10 PM
Emerging Markets in Your Portfolio
Natascha Willans
ABS Global Investments
Presentation Slides
12:10–1:30 PM
Lunch Break
1:30 – 2:00 PM
Why Investors Should Think Globally
Gustavo Bikkesbakker
Walter Scott & Partners
Presentation Slides
2:05 – 3:10 PM
Private Equity Investing
Beth Bowen, Asset Consulting Group
Eric Wilcomes, Taurus Private Markets
Alex Tatum, Constitution Capital Partners
Presentation Slides
1:30 – 2:00 PM
Liability Driven Investing
Dave West (FPPTA)
Russ Kamp (Ryan ALM)
Sean McShea (Sage Advisory Services)
Presentation Slides