National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

NAF Modules 1&2: Governance & Finance

During this two-day program, you’ll learn how to become a high-functioning board and gain an understanding of differing governance models and principles. Through interactive sessions, expert lectures, and case studies, you’ll take a deep dive into best practices for administering your fund’s investments while ensuring compliance with financial/investment policies. Find the program’s learning objectives here.

PRELIMINARY AGENDA
 
As of 7/22/24

 
SATURDAY, OCTOBER 26
 
7:00 am – 2:00 pm REGISTRATION
 
7:00 am – 8:00 am BREAKFAST
 
8:00 am – 3:15 pm MODULE 1 – GOVERNANCE & THE BOARD’S ROLE                  
        
                                                                                                       
8:00 am – 8:45 am 

 
Introduction
Brad Kelly, Global Governance Advisors 

 
8:45 am – 10:00 am 


 
Board Governance
Brad Kelly, Global Governance Advisors 
Peter Landers, Global Governance Advisors 
 
10:00 am – 10:30 am  
 
Role of the Board (Part 1)
TBD
 
10:30 am – 10:45 am
 
NETWORKING BREAK 
 
10:45 am – 11:30 am 

Role of the Board (Part 2)
TBD
 
11:30 pm – 12:15 pm

 
Case Study
Peter Landers, Global Governance Advisors 

 
12:15 pm – 1:15 pm  
 
NETWORKING LUNCH
 
1:15 pm – 2:15 pm   

 
Board Performance
Peter Landers, Global Governance Advisors 

 
2:15 pm – 3:15 pm  

 
Case Study
Peter Landers, Global Governance Advisors 

 
5:00 pm – 6:30 pm   UNIVERSITY RECEPTION
 

SUNDAY, OCTOBER 27
 
7:00 am – 1:00 pm REGISTRATION
 
7:00 am – 8:00 am BREAKFAST
 
8:00 am – 3:30 pm  MODULE 2 – INVESTMENT & FINANCE                                    
 
                                                             
8:00 am – 8:15 am 


 
Introduction
Peter Landers, Global Governance Advisors 
David Sancewich, Meketa Investment Group
Judy Chambers, Meketa Investment Group 

 
8:15 am – 10:30 am 


 
Investment Approach & ESG Considerations
David Sancewich, Meketa Investment Group
Judy Chambers, Meketa Investment Group

 
10:30 am – 10:45 am
 
Networking Break
 
10:45 am – 11:30 am 


 
External Advisors
David Sancewich, Meketa Investment Group
Judy Chambers, Meketa Investment Group

 
11:30 pm – 12:15 pm

 
Case Study
Brad Kelly, Global Governance Advisors 

 
12:15 pm – 1:15 pm
 
NETWORKING LUNCH
 
1:15 pm – 2:00 pm


 
Financial Reporting and Disclosure
David Sancewich, Meketa Investment Group 
Judy Chambers, Meketa Investment Group

 
2:00 pm – 2:45 pm


 
Alternative Investing
David Sancewich, Meketa Investment Group
Judy Chambers, Meketa Investment Group

 
2:45 pm – 3:30 pm

 
Case Study
Peter Landers, Global Governance Advisors