Virtual Trustee School - October 13, 2021

Welcome to the FPPTA’s Virtual Fall Trustee School. To begin, click “watch video” on the first session below.

Important notes:

  • You must check-in during the first session of each day and check-in again during the last session of each day in order to receive CEU credits for attending. 
  • For general technical questions regarding today’s program please contact Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.
  • Sessions were recorded during the in-person Fall Trustee School at Sawgrass Marriott, October 3-6, 2021

Economic Overview

Dan Johnson —Moderator, AndCo Consulting
Jeff Schulze, Clearbridge Investments
Jordan Jackson, JP Morgan Asset Management

Understanding Private Markets

Dan Johnson—Moderator, AndCo Consulting
Private Equities
Meena Gandhi, JP Morgan Asset Management
Private Debt
Dan Clare, Constitution Capital Partners

Post-Covid Equity Investing

Scott Owens, —Moderator, Graystone Consulting
Marty LaPrade, Sawgrass Asset Management
Rand Wrighton, Barrow Hanley Global Investors
Adrian Sancho, Inverness Counsel, LLC

Post—Covid Alternative Investing

Keith Reynolds, Moderator, Segal Marco Advisors
Chris Greco, Waycross Partners
John Mendell, Blackrock
Bill Adams, Newton Investment Management

Post—Covid Fixed Income Investing

Burgess Chambers—Moderator, Burgess Chambers & Assoc.
Emily Becker, Orleans Capital Management
John Rochford, Tocqueville Asset Management
Arif Joshi, Lazard Asset Management

Discover Your Mission: Lessons from a 50-State Journey

Janine Stange—”National Anthem Girl”