8:45—9:25 am
The Global Economic Outlook: What to Expect in 2024
Jeffrey Schulze
Clearbridge Investments
Presentation Slides
Bio

9:25—10:00 am
Social Security Update
Kurt Czarnowski
Czarnowski Consulting
Presentation Slides
Bio

3:30—4:30 pm
Federal Pension Issues & Florida ESG Reporting Rules
Bonni Jensen
Klausner, Kaufman, Jensen & Levinson
Presentation Slides
Bio

Module 1
Foundational Learning
Recommended for All Newer Trustees
Salon 1 & 2

10:30 —11:00 am
Behavioral Finance
Dan Bakalarz
Unison Asset Management
Presentation Slides
Bio

11:05—11:35 am
What is Middle Market Direct Lending
Peter Kenny
Golub Capital
Presentation Slides
Bio

11:40—12:10 pm
The Role of Bonds in an Allocation
John Senesac
Lazard Asset Management
Presentation Slides
Bio

1:30—2:00 pm
Understanding Actuarial Valuations and Their Impact
Sara Carlson
Foster & Foster Consulting
Presentation Slides
Bio

2:05—2:35 pm
Multi—Asset Investment Outlook Overview
Daniel Coppens
BlackRock
Presentation Slides
Bio

2:40—3:10 pm
Pension Forfeitures
Paul O’Connell, CPPT
FPPTA Education Committee
Presentation Slides
Bio

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

10:30 —11:00 am
Case Study: Investing in a Small Cap Company
Coleman Hubbard
Barrow Hanley Global Investors
Presentation Slides
Bio

11:05—11:35 am
Case Study: Debunking the Myths of ESG
Rebecca White
Newton Investment Management
Presentation Slides
Bio

11:40—12:10 pm
What is Alpha and Why it is Important to Understand When Evaluating Performance
Anthony Brooks
Sawgrass Asset Management
Presentation Slides
Bio

1:30—2:00 pm
The Future of Private Real Estate
Peter Palandjian
Intercontinental Real Estate
Presentation Slides
Bio

2:05—3:05 pm
Disability Case Study
Pedro Herrera
Sugarman Susskind Braswell & Herrera
Bio
Presentation Slides
Policy for Hearings Document
Procedure for Applying for Disability 

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

10:30 —11:30 am
Actuarial Issues
Bios

Joe Griffin
Foster & Foster Actuaries

Pete Strong
Gabriel Roeder Smith & Co.

Eric Atwater
Aon

Chad Little
Frieman Little Actuaries

1:30—2:30 pm
Investment Consulting Issues
Bios
Presentation Slides

Dan Johnson
AndCo Consulting

Aaron Lally
Meketa Investment Group

Beth Bowen
Asset Consulting Group

Frank Wan
BCA, Inc.

3:30—4:30 pm
Retirement Case Study

Derek Sanderson
Boston Bruins, Retired
Bio

Peter Melanson
Constitution Capital Partners