CPPT Intermediate
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
Intermediate
(Masters Ballroom E)
Monday, October 2, 2023
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
Dan Johnson
AndCo Consulting
Bio
11:40—12:10 pm
Equity Managers Meeting Report
Megan Anderson
Nuveen
Bio
1:30 —2:00 pm
Fixed Income Manager Report
Pat Kelly
Agincourt Capital Management
Bio
2:05—2:35 pm
Investment Consultant/Asset Allocations
Mitchell Brennan
BCA, Inc.
Bio
2:40—3:10 pm
Introduction to Alternative Investments
Jordan Jackson
JP Morgan Asset Mgt
Bio
3:30—4:30 pm
Intermediate Review
Tuesday, October 3, 2023
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
Deb Schwartz
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, 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.