General Session

 

7:50-8:00AM
FPPTA Opening Comments
Peter Hapgood, Director of Education

8:00-10:00AM
Don’t Farm Alone
Greg Bell
Thought Leader, Business Consultant, Leadership Coach
Bio

Intermediate

Monday, January 27, 2025

10:30—11:00 am
FPPTA Pension Plan Data Center
Fred Nesbitt, PhD.
FPPTA Education Committee
Bio

11:05—12:10 am
Chapter 112—175—185
Adam Levinson
Klausner Kaufman Jensen & Levinson
Bio

1:30-2:00 pm
Investment Consultant/Manager Search
Scott Owens
Graystone Consulting
Bio

2:05—2:35 pm
Advancing Ethics & Professionalism
Caroline Klancke
Florida Ethics Institute
Bio

Intermediate Review
Lynn Bernstein
Katie Byrne
Warren West

3:30—4:30 pm
Intermediate Review

Tuesday, January 28, 2025

8:30—9:00 am
Equity Managers Meeting Report
Megan Anderson
Nuveen
Bio

9:05 —9:35 am
Fixed Income Manager Report
Ryon Acey
Agincourt Capital Management
Bio

9:40–10:10 am
The Actuarial Report
Sara Carlson
Foster & Foster Consulting
Bio

10:30—11:00 am
Investment Consultant/Asset Allocations
Mitchell Brennan
BCA, Inc.
Bio

11:05—11:35 am
Real Estate Performance Report
Deb Schwartz
Barings
Bio

11:40–12:10 pm
Investment Consultant Report
Scott Owens
Graystone Consulting
Bio

1:30–2:00 pm
Behavioral Governance – Leadership
Don Trone
Center for Board Fiduciaries
Bio

2:05–2:35 pm
Asset Allocation
Aaron Lally
Meketa Investment Group
Bio

2:40–3:10 pm
Understanding Non-Traditional Assets
Beth Bowen
Asset Consulting Group
Bio

3:30—4:30 pm
Intermediate Review

Wednesday, January 29, 2025

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.