CEU Sessions -- Monday, January 27, 2025

General Session

7:50—8:00 am
FPPTA Opening Comments
Kim Prior, CEO

8:45—10:00 am
Don’t Farm Alone
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio

3:30—4:30 pm
Social Security Update
Kurt Czarnowski
Czarnowski Consulting
Presentation Slides
Bio

Module One
Foundational Learning
Recommended for Newer Trustees

10:30 —11:00 am
Pensionomics Florida State Data 2025
Tyler Bond (bio)
National Institute on Retirement Security
Presentation Slides

11:05—11:35 am
Importance of COLA’s for Pension Plans
Jeffrey Amrose
Gabriel Roeder Smith & Company
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
Passive-Aggressive Investing:
The Hidden Risks of Indexing
Liridon Gila (bio)
Sawgrass Asset Management
Presentation Slides

 

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)
Kurt Vroman, Deltona Firefighters Pension Fund
Presentation Slides

Module 2
Accelerated Learning
Recommended for Trustees Having Three
Years Experience

10:30 —11:00 am
The Art of Private Equity Co-Investing
Champ Raju
PPM America Capital Partners
Presentation Slides
Bio

11:05—11:35 am
Election Impact on the U.S. Equities Market
Maria Katsileros
Aristotle Capital Management
Presentation Slides
Bio

11:40—12:10 pm
AI, Big Data, Cybersecurity
Why Tech? Why Now?
Dave Smith
Bailard, Inc
Presentation Slides
Bio

1:30—2:00 pm
Accessing the Emerging Markets Opportunity in Today’s Environment
Natascha Willians
ABS Global Investments
Presentation Slides
Bio

2:05—3:10 pm
Understanding Investment Benchmarks
Beth Bowen
Asset Consulting Group
Presentation Slides
Bio

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

10:30 —11:30 am
Understanding Private Markets
Kerry Richardville, Mariner – Moderator
Robert Hatch, Constitution Capital Partners
Laura Stolfi, Nuveen (bio)
Leanne Schmiitt, Star Mountain Capital (bio)
Presentation Slides

1:30—2:30 pm
Public Pension & Financial Markets
Sean McKinstry, FPPTA Education Committee – Moderator
Tyler Bond, National Institute on Retirement Security (bio)
Katie Comstock, Aon
Presentation Slides