General Session
(Champions D,E)

8:30—9:55 am
Fixed Income—Evolution and Investment Behavioral Dynamics
Dave West—Moderator, AndCo Consulting
Steve Shekane, Constitution Capital Partners
Jeff Detwiler, Garcia Hamilton
Chet Piapanandiker, Barrow Hanley Global Investors
Presentation Materials

9:55—10:10 am
Epilogue
Burgess Chambers
BCA, Inc.
Presentation Materials

3:30—4:30 pm
Actuarial Reporting: What Trustees Need to Know
Joe Griffin, Foster & Foster Consulting
Piotr Krekora, Gabriel Roeder Smith & Company
Eric Atwater, Aon
Presentation Materials

Classroom A
(Champions B,C)

10:30 —11:35 am
Time to Consider the Appropriateness of COLAs
Brad Armstrong & Pete Strong
Gabriel Roeder Smith & Company
Presentation Materials

11:40—12:10 pm
Impacts of Increased Market Risks on Pension Plans
Geoff Gerber
Twin Capital Management
Presentation Materials

1:30—2:00 pm
Behavioral Finance
David Lee
Dahab & Associates
Presentation Materials

2:05—2:35 pm
Debunking the Myths of ESG
Rebecca White
Newton Investment Management
Presentation Materials

2:40—3:10 pm
Investment Tips for Plan Fiduciaries
Tyler Grumbles
AndCo Consulting
Presentation Materials

Classroom B
(Champions F,G)

10:30 —11:35 am
Navigating the Landscape of Real Estate
Scott Owens—Moderator, Graystone Consulting
Andrew Brett, Intercontinental Real Estate
Preston Sargent, Bailard, Inc.
Dara Friedman, BentallGreenOak
Presentation Materials

11:40—12:10 pm
What’s Going on Across the Pond: Developments in International Investing
Andrew DeVizio
Polen Capital Management
Presentation Materials

1:30—2:00 pm
Actuarial Sound Contribution Rates
Kevin Spanier
Buck
Presentation Materials

2:05—2:35 pm
Setting Actuarial Assumptions & Trends
Sara Carlson
Foster & Foster Consulting
Presentation Materials

2:40—3:10 pm
Supply Chain Investing
Stephen Feinberg
Cereberus Capital Management
Presentation Materials

Classroom C
(Champions A)

11:40—12:10 pm
Infrastructure
Luke Henderson
BlackRock
Presentation Materials

1:30—2:00 pm
What is Alpha and Why is it Important to Understand When Evaluating Performance
Anthony Brooks
Sawgrass Asset Management
Presentation Materials

2:05—2:35 pm
Understanding Bonds and NOT the 007 Kind
Mark Anderson
National Investment Services
Presentation Materials

2:40—3:10 pm
The Case For and Against Shareholders Litigating ESG Issues
Adam Savett
Wolf Popper, LLP
Presentation Materials