INTERMEDIATE — Monday, October 6, 2025

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

10:30–11:00 AM
Behavioral Governance — Leadership
Don Trone
Behavioral Governance Institute

11:05 AM–12:10 PM
The Actuarial Report
Sara Carlson
Foster & Foster Actuaries and Consultants

12:10–1:30 PM
Lunch Break

1:30–2:00 PM
Understanding Non-Traditional Assets
Beth Bowen
Asset Consulting Group

2:05–2:35 PM
Understanding Wall Street
Dr. Mary Kelly
Economist, Author, Leadership Expert

2:40–3:10 PM
Fixed Income Managers Report
Ryon Acey
Agincourt Capital Management

3:10–3:30 PM
Afternoon Break

3:30–4:30 PM
Intermediate Program Review

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INTERMEDIATE — Tuesday, October 7, 2025

8:30–9:00 AM
Private Equity
Rob Hatch
Constitution Capital Partners

9:05–9:35 AM
Equity Managers Meeting Report
Megan Anderson
Nuveen

9:40–10:10 AM
The Investment Manager Search Process
Scott Owens
Graystone Consulting

10:10–10:30 AM
Morning Break

10:30–11:00 AM
Real Estate Performance Report
Maya Packer
Barings

11:05 AM–12:10 PM
Fundamental Equation of Pension Plan Financing (C+I = B+E)
Steve Roth
Dahab & Associates

12:10–1:30 PM
Lunch Break

1:30–2:00 PM
Asset Class Performance / Market Cycles
Dr. Mary Kelly
Economist, Author, Leadership Expert

2:05–2:35 PM
Risk & Volatility
Steve Roth
Dahab & Associates

2:40–3:10 PM
Capital Markets — Equity
Geoff Gerber
Twin Capital Management

3:10–3:30 PM
Afternoon Break

3:30–4:30 PM
Fixed Income Markets
Jeff Detwiler
Garcia Hamilton & Associates