CPPT Intermediate

General Session
(Champions D,E)

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.