CEU Sessions -- Monday, September 23, 2024

General Session

7:50—8:00 am
FPPTA Opening Comments
Peter Hapgood, FPPTA Director of Education

8:45—10:00 am
Lead Like a Bamboo Farmer
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio

3:30—4:30 pm
Present and Future Issues Facing DB Plans
Fred Nesbitt, PHD – FPPTA Ed Committee (bio)
Ron Ryan – CEO, Ryan ALM
Von Hughes – CEO, Calvert Research and Management (bio)
Don Trone – CEO, The Center for Board Certified Fiduciaries (bio)

Module One
Foundational Learning
Recommended for Newer Trustees

10:30 —11:00 am
Importance of COLA’s for Pension Plans
Jeffrey Amrose
Gabriel Roeder Smith & Company
Presentation Slides
Bio

11:05—11:35 am
Custodians as Part of Responsible Pension Plan Management
Vanessa Parrish
Amalgamated Bank
Presentation Slides
Bio

11:40—12:10 pm
Emerging Markets in Your Portfolio
Natascha Willans
ABS Global Investments
Presentation Slides
Bio

1:30—2:00 pm
The Case for Private Core Real Estate
Benjamin Lathrop
Alex Spotswood
Bailard Inc
Presentation Slides
Bio

2:05—3:10 pm
Roles & Responsibilities Related to
Securities Litigation
Brent Chudachek, Lorium Law, PLLC (bio)
Mark Rhein, Salem Trust Company (bio)
Adam Savett, Wolf Popper LLP (bio)
Presentation Slides

Module 2
Accelerated Learning
Recommended for Trustees Having Three Years Experience

10:30 —11:00 am
Are Bonds In Fact Back?
Jordan Jackson
JP Morgan Asset Management
Presentation Slides
Bio

11:05—11:35 am
Rethinking Asset Allocation in the Decumulation Phase
Sean McShea
SAGE Advisory Services
Presentation Slides & Bio

11:40—12:10 pm
Beyond the Dip: The Big-Picture Drivers for Continued Investment in Real Estate
Sabrina Unger
American Realty Advisors
Presentation Slides
Bio

1:30—2:00 pm
Front End Focus: Opportunities in Short Duration
Jeff Detwiler
Garcia Hamilton & Associates
Presentation Slides
Bio

2:05—3:10 pm
Understanding Investment Benchmarks
Aaron Lally, Meketa Investment Group (bio)
Greg White, Investment Perfomance Services, LLC (bio)
Presentation Slides

Module 3
Exchange Learning
Discussion Based Sessions Limited to 40 Attendees
CPPT Trustees Only

10:30 —11:00 am
The Role of Defined Benefit Pensions in Recruiting & Retaining Public Safety Professionals
Tyler Bond
National Institute on Retirement Security
Presentation Slides
Bio

2:00—3:10 pm
Beneficiary Education
Fred Nesbitt, PHD
FPPTA Education Committee
Bio

3:30—4:30 pm
Having Your Voice Heard: Issues For Women in Male Dominated Field
Ricki Levy, Lorium Law (bio)
Ngozi Chuku, Barings, LLC (bio)