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
Monday, January 29, 2024
10:30—11:00 am
FPPTA Pension Plan Data Center
Fred Nesbitt, PhD.
FPPTA Education Committee
Bio
11:05—11:35 am
Investment Consultant Report
Greg White
Investment Performance Services
Bio
11:40—12:10 pm
Equity Managers Meeting Report
Megan Anderson
Nuveen
Bio
1:30 —2:00 pm
Fixed Income Manager Report
Ryon Acey
Agincourt Capital Management
Bio
2:05—2:35 pm
Investment Consultant/Asset Allocations
Frank Wan
BCA, Inc.
Bio
2:40—3:10 pm
Advancing Ethics & Professionalism
Caroline Klancke
Florida Ethics Institute
Bio
3:30—4:30 pm
Intermediate Review
Tuesday, January 30, 2024
8:30—9:00 am
Understanding NonTraditional Assets
Beth Bowen
Asset Consulting Group
Bio
9:05—10:10 am
Chapter 112—175—185
Adam Levinson
Klausner Kaufman Jensen & Levinson
Bio
10:30—11:35 am
Disability Process
Pedro Herrara
Sugarman Susskind Braswell & Herrera
Bio
11:40—12:10 pm
The Actuarial Report
Sara Carlson
Foster & Foster Consulting
Bio
1:30—2:00 pm
Real Estate Performance Report
Maya Packer
Barings
Bio
2:05—2:35 pm
Managing Your Service Provider
Dwight Mattingly, CPPT
FPPTA Education Committee
Bio
2:40—3:10 pm
Investment Consultant/Manager Search
Scott Owens
Graystone Consulting
Bio
3:30—4:30 pm
Intermediate Review
Wednesday, January 31, 2024
8:00 am
CPPT Exam
Exams will start promptly at 8 am. Exams are being offered online which requires a laptop or tablet device. Upon completion of the exam you will receive your results immediately.