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Recognizing the 2023 Trusty Trustee Award Winners

  • By: admin
  • On: 06/29/2023 11:35:25
  • In: News
  • Comments: 0

Last month, nearly 100 public pension trustees and staff attended the Trustee Educational Seminar (TEDS). Congratulations to the 2023 winners for demonstrating your mastery of asset allocation and investing principles.

By: Lizzy Lees, Director of Communications, NCPERS

This article was originally featured in the July 2023 issue of The Monitor.
 
Last month, nearly 100 public pension trustees and staff attended the Trustee Educational Seminar (TEDS).

Held in conjunction with NCPERS Annual Conference & Exhibition, this two-day program is designed to meet the educational needs of new and novice trustees, or as a refresher for experienced hands. The curriculum focuses on investing principles, understanding actuarial science, board policies, and other fundamental concepts that every fiduciary should know.

Each year, the program puts attendees' investment knowledge to the test with the interactive Asset Allocation Game. During this exercise—led by Bob Parise, managing director, public funds & Taft-Hartley Plans at Northern Trust Asset Management—attendees first learn about strategic and tactical approaches to asset allocation. The educational portion also covers risk models and frameworks for successful investing.

Parise then changes gears to host the gameshow-style exercise, “The Risk is Right.” During this interactive asset allocation game, attendees form teams and respond to various scenarios, applying the lessons learned during the educational portion of the session in real time.
Members of the top-scoring team are then awarded the ‘Trusty Trustee Award.'

Congratulations to the 2023 winners for demonstrating your mastery of asset allocation and investing principles:

  • Victoria Lee, Trustee, Teachers Retirement System of NYC
  • William Canning, Trustee, Municipal Employees' Annuity Benefit Fund of Chicago
  • Mike Goetz, Trustee, Illinois Teachers' Retirement System
  • Jesse Evans, Jr., Director, City of New Orleans Employees' Retirement System

Save the date for next year's TEDS, held May 18-19 in Seattle, Washington. Sign up here to be notified when registration opens. NCPERS offers ongoing education for trustees, administrators, and industry stakeholders of all experience levels throughout the year. View the event calendar to see your next opportunity to learn about important advances in public pension funding, financial services, legislation and regulation, and other significant issues related to public sector pension plans.

 
 

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