CPPT Advanced
General Session
8:30—9:00 am
Tug of War: Recession or Soft Landing?
Jeffrey Schulze
Clearbridge Investment
Presentation Materials
9:05—10:10 am
Leadership Starts with the Individual’s Story
Shayla Rivera
Aerospace Engineer & Rocket Scientist with NASA
Presentation Materials
Advanced
(Heritage C,D,E)
Presentation Slides are in the CPPT Study Guides
Monday, October 2, 2023
10:30—11:00 am
Modification of Pension Plans
Mark Floyd, Esq.
Mierzwa & Floyd, PA
Bio
11:05—11:35 am
Emerging Markets
Kurt Wood
DRZ Investment Advisors
Bio
11:40—12:10 pm
Style Cycles—Seeing the Future Through the Past
Russ Kamp
Ryan ALM
Bio
1:30 —2:00 pm
Building & Managing Your Real Estate Portfolio
Sabrina Unger
American Realty Advisors
Bio
2:05—2:35 pm
Asset Allocation
Aaron Lally
Meketa Investment Group
Bio
2:40—3:10 pm
Impact of Changing Actuarial Assumptions
Chad Little
Freiman Little Actuaries
Bio
3:30—4:30 pm
Advanced Review
Tuesday, October 3, 2023
8:30—9:00 am
Real Assets
David Lee
Dahab & Associates
Bio
9:05—10:10 am
Trustee Ethics
Caroline Klancke
Florida Ethics Institute
Bio
10:30—11:00 am
Fixed Income Markets
Jeff Detwiler
Garcia Hamilton & Associates
Bio
11:05—11:35 am
Private Equity
Alex Tatum
Constitution Capital Partners
Bio
11:40—12:10 pm
Review of Risk & Volatility
Steve Roth, CPPT
Dahab & Associates
Bio
1:30—2:00 pm
Bribes, Banks and Best Practices: How Florida Funds Can Take Action When Impacted by Fraud
Maya Saxena
Saxena White
Bio
2:05—2:35 pm
Establishing a Funding Policy
Pete Strong
Gabriel Roeder Smith & Co.
Bio
2:40—3:10 pm
Maximizing Your FPPTA Resources
Sean McKinstry, CPPT
FPPTA Education Committee
Bio
3:30—4:30 pm
Advanced Review
Wednesday, October 4, 2023
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.