CEU Sessions -- Tuesday, January 28, 2025

CEU General Session

 

8:30—9:15 am
Election Implications for U.S. Equities
Jeffrey Schulze
ClearBridge Investments
Presentation Slides
Bio

9:15—10:10 am
Supply Chain Dynamics – The Reshaping of Global Trade
Kurt Wood
Presentation Slides
Bio

 

3:30–4:30 pm
FPPTA Legal Panel

Ken Harrison – Sugarman Susskind Braswell & Herrera (bio)
Ron Cohen – Lorium Law (bio)
Pedro Herrera – Sugarman Susskind Braswell & Herrera (bio)
Bonni Jensen – Klausner, Kauffman, Jensen & Levinson, PA (bio)

Module 1
Foundational Learning
Recommended for All Newer Trustees

10:30 —11:00 am
Balancing Risk in the Uneven Interest Rate Environment
Brian Elliott
Genter Capital Management
Presentation Slides
Bio

11:05—12:05 am
Understanding Actuarial Valuations and Their Impact
Sara Carlson
Foster & Foster Consulting
Presentation Slides
Bio

1:30—2:00 pm
Understanding Infrastructure
Brian Collet
I Squared
Presentation Slides
Bio

 

2:05—2:35 pm
Understanding the Stock Market and Exchanges
Steve Stack
Highland Capital Management, LLC
Presentation Slides
Bio

2:40—3:10 pm 
Securities Litigation – Portfolio Monitoring
Andrea Farah
Lowey Dannenberg P.C.
Presentation Slides
Bio

Module 2
Accelerated Learning
Recommended for Trustees Having 3 Years Experience

10:30 —11:00 am
Global Infrastructure & National Resources
Brian Blongastainer
Newton Investment Management
Presentation Slides
Bio

11:05—12:05 am
Disability Case Study
Pedro Herrera
Sugarman Susskind Braswell & Herrera
Bio
Presentation Slides

1:30—2:00 pm
The Impact of U.S. Tariffs on China and the Emerging Market Countries
Marc Miller
DRZ
Presentation Slides
Bio

2:05—2:35 pm
The Real Estate Rebound
Kevin White
DWS Asset Management
Presentation Slides
Bio

 

2:40–3:10 pm
U.S. Farmland’s Purpose in Institutional Portfolios
David Martin
U.S. Agriculture, LLC
Presentation Slides
Bio

Module 3
Exchange Learning
Limited to 40 Attendees
CPPT Trustees Only

10:30 —11:30 am
The Present & Future Outlook in the Bond Market
Dave West, Mariner – Moderator (bio)
Daniel Carter, Fort Washington Investment Advisors
Jeff Detwiler, Garcia Hamilton & Associates (bio)
Chris Caputo, Integrity Fixed Income Management (bio)
Presentation Slides

1:30—2:30 pm
Key Resources for Pension Plan Funding
Fred Nesbitt, FPPTA Education Committee – Moderator (bio)
Dave West, Mariner (bio)
Pete Strong, Gabriel Roeder Smith & Company (bio)
Presentation Slides