CPPT Basic
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
Basic
(Masters Ballroom A,B,C,D)
Presentation Slides are in the CPPT Study Guides
Monday, October 2, 2023
10:30—11:00 am
The Administrator
Scott Baur
Resource Centers
Bio
11:05—11:35 am
Board Meeting Basics
Steve Corbet, CPPT
FPPTA Education Committee
Bio
11:40—12:10 pm
The Actuary
Eric Atwater
Aon
Bio
1:30 —2:00 pm
The Custodian
Karen Russo, CPPT
Salem Trust Company
Bio
2:05—2:35 pm
The Investment Consultant
Kerry Richardville
AndCo Consulting
Bio
2:40—3:10 pm
The Role of an Investment Manager
Anthony Xuereb, CPPT
Polen Capital Management
Bio
3:30—4:30 pm
Basic Review
Tuesday, October 3, 2023
8:30—9:00 am
The Attorney
Ricki Levy, Esq. CPPT
Lorium Law
Bio
9:05—10:10 am
Introduction to Ethics
Kenneth Harrison, CPPT
Sugarman Susskind Braswell & Herrera
Bio
10:30—11:00 am
Modern Portfolio Theory & Benchmarking
Steve Roth, CPPT
Dahab Associates
Bio
11:05—11:35 am
Capital Markets—Equity
Geoff Gerber
Twin Capital Management
Bio
11:40—12:10 pm
Capital Markets – Fixed Income
Paul Lundmark, CPPT
Richmond Capital Management
Bio
1:30—2:00 pm
Introduction to Real Estate
Tim Nash
Intercontinental Real Estate
Bio
2:05—2:35 pm
Investment & Economic Cycles
Steve Stack
Highland Capital Management
Bio
2:40—3:10 pm
Diversifying Your Equity Portfolio
Jason Turner
Great Lakes Advisors
Bio
3:30—4:30 pm
Basic 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.