National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

Program for Advanced Trustee Studies (PATS)









The Program for Advanced Trustee Studies (PATS) is a two day program designed for advanced trustees who seek a more intensive, in-depth learning experience. Held annually during the Annual Conference & Exhibition, each year’s program will focus on two topics of particular importance to pension plan trustees, enabling participants to dig deeper and fully explore issues with their counterparts from around the nation. Topics may include ethics, legal developments, and alternative investments, among other timely themes.


This unique program, developed more than a decade ago in consultation with Harvard Law School, is formatted to foster dialogue and interaction among attendees.

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 The Program for Advanced Trustee Studies (PATS) is held in conjunction with the Annual Conference & Exhibition. Separate registration fees apply. 

PATS FINAL AGENDA (as of 5/1/19)


2019 SESSION HANDOUTS
DAY I – INVESTMENT IN PRIVATE EQUITY

Overview of Private Equity Markets – Sub-strategies, Investment Lifecycle, Terms and Fees    
Introduction to Secondary Private Equity Market & Overview of the Non-US Private Equity Market         
Differentiating Small-Lower Mid Buyouts from the Private Equity Pack – Investing in Private Companies with Lower Leverage and Attractive Growth Prospects                                          
Real Estate Market Fundamentals or Evaluating Risk & Differences between Core and Value-add Private Real Estate                              
Overview of Private Credit Markets
                                                                       
DAY II – MEASURING AND ACCOUNTING FOR PENSION FUNDING             
Actuarial Basics and Principles
Risk Assessment
Actuarial Standards of Practice (ASOP 51)
Emerging Actuarial Issues and Proposals
Role of Funding Policy & Discipline                            



In an effort to be environmentally conscience, NCPERS will no longer print marketing materials. All information regarding this program will be sent via email.

DATE:
May 18 - 19

LOCATION:
Hilton Austin
Austin, TX

REGISTRATION FEE:
$665

FUTURE DATE
PATS 2020 
May 9 – 10, 2020
Caesars Palace
Las Vegas, NV