CEU Sessions -- Monday, January 29, 2024

General Session
Grand Ballroom C (Lobby Level)

8:30—8:45 am
FPPTA Opening Comments
Peter Hapgood, FPPTA Director of Education

8:45—10:00 am
Water the Bamboo
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio

3:30—4:30 pm
FPPTA Data Center Update
Fred Nesbitt, PhD
FPPTA Media Consultant
Bio
Presentation Slides

Module One
Foundational Learning
Recommended for Newer Trustees
(Salon 1 & 2)

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

11:05—11:35 am
Bonds: Finally Looking Attractive
Pat Kelly
Agincourt Capital Management
Presentation Slides
Bio

11:40—12:10 pm
Basics of Private Credit Investing
Laura Stolfi
Nuveen
Presentation Slides
Bio

1:30—2:00 pm
Benefits of an Actuarial Experience Study
Kevin Spanier
Buck
Presentation Slides
Bio

2:05—2:35 pm
History of the 60/40 Portfolio
Adrian Sancho & Robert Maddock
Corient
Presentation Slides
Bio

2:40—3:10 pm
Multi-Asset Investing—Where Fixed Income Investing Goes When it Grows Up
Bob Kricheff
Shenkman Capital Management
Presentation Slides
Bio

Module 2
Accelerated Learning
Recommended for Trustees Having Three Years Experience
(Salon 3 & 4)

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

11:05—11:35 am
Protecting Your Equity Portfolio During Recessions
Geoff Gerber
Twin Capital Management
Presentation Slides
Bio

11:40—12:10 pm
Finding Alpha in Private Credit
Leanne Schmitt
Star Mountain Capital
Presentation Slides
Bio

1:30—2:00 pm
The Rotation Back to Fixed Income:
“Opportunities in Corporate Credit”
Dom Nolan
Aristotle
Presentation Slides
Bio

2:05—2:35 pm
Global Chain Dynamics: How Covid Reshaped Global Trade
Kurt Wood
DRZ Investment Advisors
Presentation Slides
Bio

2:40—3:10 pm
Managing Illiquid Assets Private Equity—Private Credit In Times of Market Stress
Steve Shekane
Constitutional Capital Partners
Presentation Slides
Bio

Module 3
Exchange Learning
Limited to 40 Attendees
CPPT Trustees Only
(Salon 5 & 6)

10:30 —11:00 am
Public Pension Community Research
Peter Hapgood, CPPT
FPPTA Director of Education
Presentation Slides

11:05—12:05 am
Closing the Gap: The Role of Public Pensions in Reducing Retirement Inequity

Tyler Bond
National Institute on Retirement Security
Presentation Slides
Bios

Sean McKinstry, CPPT
FPPTA Assistant Director of Education

1:30—2:30 pm
Pension Plan Funding
Bios

Russ Kamp
Ryan ALM

Dave West
AndCo Consulting

Howard Bos
Richmond Capital Management

Joe Griffin
Foster & Foster Actuaries

3:30—4:30 pm
Health & Wellness Discussion Group
Sherril Cheevers
Saxena White
Bio
Presentation Slides
PTSD Quiz