8:30—9:15 am
The Anatomy of a Recession
Jeffrey Schulze
ClearBridge Investments
Presentation Slides
Bio

9:15—10:10 am
Public Pension Investment Overview
Burgess Chambers
Mitchell Brennan
BCA & Associates
Presentation Slides
Bio

3:30–4:30 pm
FPPTA Legal Panel
Ken Harrison – Sugarman Susskind Braswell & Herrera (bio)
Ron Cohen – Lorium Law (bio)
Brent Chudachek – Lorium Law (bio)
Bonni Jensen – Klausner, Kauffman, Jensen & Levinson, PA (bio)

Module 1
Foundational Learning
Recommended for All Newer Trustees

10:30 —11:00 am
Pensionomic State Data 2023
Tyler Bond
National Institute on Retirement Security
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
Passive-Aggressive Investing: The Hidden Risks of Indexing
Anthony Brooks
Sawgrass Asset Management
Presentation Slides
Bio

2:05—2:35 pm
Behavorial Finance
Dan Bakalarz
Unison Asset Management
Presentation Slides
Bio

2:40—3:10 pm
Alternative Income Strategies
Renee Lewis
Bloomfield Capital
Presentation Slides
Bio

Module 2
Accelerated Learning
Recommended for Trustees Having 3 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—12:05 am
Disability Case Study
Pedro Herrera
Sugarman Susskind Braswell & Herrera
Bio
Presentation Slides

1:30—2:00 pm
The World’s Most Strategic Component: A Semiconductor Chip
Alex Torrens
Gustavo Bikkesbakker
Walter Scott
Presentation Slides
Bios

2:05—3:05 pm
Where There’s Smoke an Inside Look into The Investigations Behind the Largest Financial Scandal
Maya Saxena, Saxena White (bio)
Hannah Ross, Bernstein Litowitz Berger & Grossman (bio)
Presentation Slides

Module 3
Exchange Learning
Limited to 40 Attendees
CPPT Trustees Only

10:30 —11:30 am
Asset Allocation Round Table
Geoff Gerber, Twin Capital Management (bio)
Andrew O’Sullivan, Highland Capital Management
Nate Rusbosin, DRZ
Jeffrey Schulze, ClearBridge Investments (bio)

1:30—2:30 pm
Actuarial Reports & Studies Round Table
Kevin Spanier, Gallagher (bio)
Eric Atwater, AON (bio)
Chad Little, Freiman Little Actuaries (bio)
Pete Strong, Gabriel Roeder Smith (bio)