Advanced CPPT Program - Virtual Trustee School

Welcome to the FPPTA’s Virtual Fall Trustee School. To begin, click “watch video” on the first session below.

Important notes:

  • Please check-in during the first session so the FPPTA has record of your participation. 
  • The program is presented in four parts. Be sure to complete all four videos.
  • Speaker bios and presentation slides are in your study guide. We encourage you to follow along in your study guides and take notes.
  • There will be a review session tomorrow morning at 10am. You will be sent your CPPT exam immediately following the review session. The exam is 100 multiple choice questions. You have 90 minutes to complete and submit your exam. You may refer to your study guide while taking the exam.
  • For general technical questions regarding today’s program please contact Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.

Part One

Review of Risk & Volatility
Steve Roth
Dahab Associates

Emerging Markets Equity
Guilherme Valle
ABS Investment Management

Real Assets
Bill Adams
Newton Investment Management

Part Two

Private Assets
Dan Clare
Constitution Capital Partners

Establishing a Funding Policy
Peter Strong

Impact of Changing Actuarial Assumptions
Chad Little
Freiman Little Actuaries

Ethics Case Studies: Conflict of Interest
Caroline Klancke
State of Florida Ethics

Part Three

Modification of Pension Plans
Mark Floyd, Esq.
Mierzwa & Floyd, PA

What a Ride It Has Been! What Now For Growth Investing
Anthony Xuereb
Polen Capital Management

Fixed Income in a Low Interest Rate Environment
Jeff Detwiler
Garcia Hamilton

Building and Managing Your Real Estate Portfolio
Richelle Cook, CPPT
American Realty

Part Four

Asset Allocation and Rebalancing
Aaron Lally
Meketa Investment Group

Why Securities Litigation
Maya Saxena, Esq.
Saxena White, PA

Hollywood Case Study
Phyllis Shaw, CPPT,
Christopher Cassidy CPPT,
George R. Keller, Jr. CPPT,
Christine Bailey CPPT
Hollywood General Employees