INTERMEDIATE — Monday, February 2, 2026

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

10:30–11:15 AM
Chapter 112/175/185
Adam Levinson
Klausner, Kaufman, Jensen, & Levinson P.A.

11:05 AM–12:10 PM
Actuarial Assumptions
Doug Lozen
Foster & Foster Actuaries & Consultants

12:10–1:30 PM
Lunch Break

1:30–2:15 PM
Behavioral Governance – Leadership
Don Trone
Behavioral Governance Institute

2:15–3:15 PM
Advancing Ethics & Professionalism
Caroline Klancke
Florida Ethics Institute

3:15–3:30 PM
Afternoon Break

3:30–4:30 PM
Establishing the Rate of Return: “Who’s on First?”
Kerry Richardville, Mariner
Joe Griffin, Foster & Foster Actuaries & Consultants

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INTERMEDIATE — Tuesday, February3, 2026

8:30–9:15 AM
Establishing the Purpose of the Investment Plan
Steve Roth, Dahab & Associates
Sara Carlson, Foster & Foster Actuaries and Consultants

9:15–10:00 AM
Investment Policy Statement & City Ordinance
Toby Rabelo
FPPTA Education Committee

10:00-10:30 AM
Morning Break

10:30–12:10 AM
Asset Classes & Benchmarks
Moderator: Scott Owens, Graystone Consulting;
Geoff Gerber, Twin Capital Management;
Jed Miller, Agincourt; Maya Packer, Barings;
Megan Anderson, Nuveen

12:10–1:30 PM
Lunch Break

1:30–2:30 PM
Private Investments
Beth Bowen, Asset Consulting Group;
Laura Stolfi, Nuveen; Rob Hatch,
Constitution Capital Partners

2:30–3:15 PM
Asset Class Performance / Market Cycles
Dr. Mary Kelly, Economist
FPPTA Consultant