Monday, January 29, 2024
General Session—All Attendees
Grand Ballroom C (Lobby Level)
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
Advanced
(Salon 9)
Presentation Slides are in the CPPT Study Guides
Monday, January 29, 2024
10:30—11:00 am
Review of Risk & Volatility
Steve Roth, CPPT
Dahab & Associates
Bio
11:05—11:35 am
Fixed Income Markets
Jeff Detwiler
Garcia Hamilton & Associates
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
Richelle Cook
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, January 30, 2024
8:30—9:00 am
Real Assets
William Dahab
Dahab & Associates
Bio
9:05—9:35 am
Establishing a Funding Policy
Pete Strong
Gabriel Roeder Smith & Co.
Bio
9:40–10:10 am
Private Equity
Alex Tatum
Constitution Capital Partners
Bio
10:30—11:00 am
Bribes, Banks and Best Practices: How Florida Funds Can Take Action When Impacted by Fraud
Maya Saxena
Saxena White
Bio
11:05—11:35 am
Emerging Markets
Kurt Wood
DRZ Investment Advisors
Bio
11:40—12:10 pm
Modification of Pension Plans
Mark Floyd, Esq.
Mierzwa & Floyd, PA
Bio
1:30—2:35 pm
Ethics Master Class
Caroline Klancke
Florida Ethics Institute
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, 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.