FALL Education
PRELIMINARY AGENDA
As of 9/20/23
As of 9/20/23
SUNDAY, OCTOBER 22
3:00 pm – 6:00 pm REGISTRATION
4:00 pm – 4:45 pm OPENING GENERAL SESSION
Current Look at Public Pension Plans, Inflation, and Social Security
Dan Siblik, Segal
Paul Angelo, Segal
5:00 pm – 6:30 pm WELCOME RECEPTION & EXHIBITION
MONDAY, OCTOBER 23
7:00 am – 1:00 pm REGISTRATION
7:00 am – 8:00 am BREAKFAST
9:00 am – 1:00 pm EXHIBITION
8:00 am – 1:15 pm GENERAL SESSION
8:00 am – 8:15 am Opening Remarks
Hank Kim, NCPERS
8:15 am – 9:00 am Economic Update
Leo Harmon Jr., Mesirow
9:00 am – 9:45 am Enhancing Pension Sustainability: A Funding Policy Discussion
Aaron Shapiro, Milliman
Elizabeth Wiley, Cheiron
Dan Doonan, National Institute on Retirement Security
9:45 am – 10:30 am Securing Our Markets: The Essential Role of Public Funds
Mary Beth Foley, Ohio Police & Fire Pension Fund (Moderator)
Daniel Chiplock, Lieff, Cabraser, Heimann & Bernstein, LLP
Laura Posner, Cohen Milstein Sellers & Toll PLLC
Adam Franklin, Fire & Police Pension Association of Colorado
10:30 am – 11:00 am EXHIBIT BREAK
11:00 am – 11:45 am Bonds are Back!
Julian Regan, Segal Marco Advisors
Rosemary Guillette, Segal Marco Advisors
11:45 am – 12:30 pm Experience Studies and the Role of the Trustee
Kevin Spanier, A Gallagher Company
Lisa Bjornson, Buck, A Gallagher Company
12:30 pm – 1:15 pm Legal, Legislative, and Regulatory Update
Ashley Dunning, Nossaman LLP
Rob Gauss, Ice Miller
Tony Roda, Williams & Jensen PLLC
5:00 pm – 6:00 pm NETWORKING RECEPTION
TUESDAY, OCTOBER 24
7:00 am – 1:00 pm REGISTRATION
7:00 am – 8:00 am BREAKFAST
9:00 am – 1:00 pm EXHIBITION
8:00 am – 1:15 pm GENERAL SESSION
8:00 am – 8:45 am Shaping Spaces: Demographics and Technology Influencing the Future of Real Estate
Sabrina Unger, American Realty Advisors
8:45 am – 9:30 am Turning the Roller Coaster into a Merry-Go-Round: Contribution Stabilization Strategies
Peter Strong, Gabriel, Roeder, Smith & Company
Israel Bichachi, Gabriel, Roeder, Smith & Company
9:30 am – 10:15 am Foreign Recovery Panel
Irwin Schwartz, DIVIDEX Management LLC
Darren Check, Kessler Topaz Meltzer & Check, LLP
10:15 am – 10:45 am EXHIBIT BREAK
10:45 am – 11:30 am Lessons Learned from the Banking Crisis: A Look Back and Forward at the Six-Month Mark
Adam Savett, Of Counsel, Wolf Popper
Hannah Ross, Bernstein Litowitz Berger and Grossmann, LLP
Mario Alba, Partner, Robbins Geller Rudman and Dowd
11:30 am – 12:15 pm Understanding Private Debt: The Fastest Growing Asset Class in Institutional Investments
Zia Uddin, Monroe Capital
Tyler Gately, Barings
12:15 pm – 1:00 pm Staffing and Retention Challenges in Public Funds
Ed Donnelly, Police & Firemen’s Retirement System of New Jersey
Tim Colacci, Police & Firemen’s Retirement System of New Jersey
Greg Petzold, Police & Firemen’s Retirement System of New Jersey
5:00 pm – 6:00 pm NETWORKING RECEPTION
WEDNESDAY, OCTOBER 25
7:00 am – 12:00 pm REGISTRATION
7:00 am – 8:00 am BREAKFAST
8:00 am – 12:00 pm GENERAL SESSION
8:00 am – 8:45 am What is the Investment Opportunity in International Equities Today?
John Mullins, Lyrical Asset Management
8:45 am – 9:30 am Understanding Anti-ESG Legislative Efforts and Implications for Public Funds
Moderator: Michael Hairston, National Education Association
Renaye Manley, Service Employees International Union
Elizabeth Parisian, American Federation of Teachers
Julie Blaha, Minnesota State Auditor
Elizabeth Parisian, American Federation of Teachers
Julie Blaha, Minnesota State Auditor
9:30 am – 10:15 am Tickling the Dragon’s Tail” – The Systemic Impact of Increased Illiquid Asset Holdings in Times of
Market Stress
Andy Hunt, Allspring Global Investments10:15 am – 10:30 am REFRESHMENT BREAK
10:30 am – 11:15 am Real Estate – Real Issues – Defensive Strategies
Steve Hagenbuckle, TerraCap Management LLC
Nick Vician, TerraCap Management LLC
11:15 am – 12:00 pm Pension Administration Best Practices
Todd Flessner, CBIZ
12:00 pm Closing Remarks
CONTINUING EDUCATION HOURS
By attending the FALL Conference, you can earn up to 15 continuing education hours towards your Accredited Fiduciary (AF) recertification and/or state mandated continuing education requirements.
CONFERENCE HIGHLIGHTS
Education
This conference offers premium education delivered to you in tracks that focus on key topics affecting the pension industry: Finance, Actuarial Science, Legislative and Legal. These sessions will enhance your knowledge and provide you with the skills you need to better serve your fund or union and move forward in your professional development.
Exhibit Hall
Check out our exhibitors and learn more about the service providers that support our industry and your pension plan.
Networking
Connect, share ideas and best practices with your colleagues and or clients at the conference.
This conference offers premium education delivered to you in tracks that focus on key topics affecting the pension industry: Finance, Actuarial Science, Legislative and Legal. These sessions will enhance your knowledge and provide you with the skills you need to better serve your fund or union and move forward in your professional development.
Exhibit Hall
Check out our exhibitors and learn more about the service providers that support our industry and your pension plan.
Networking
Connect, share ideas and best practices with your colleagues and or clients at the conference.