Program for Advanced Trustee Studies Archives

2019: The 2019 Program for Advanced Trustee Studies (PATS) was held in Austin, TX May 18 - 19.
FINAL AGENDA
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                                                                       

• Actuarial Basics and Principles
• Risk Assessment
• Actuarial Standards of Practice (ASOP 51)
• Emerging Actuarial Issues and Proposals
• Role of Funding Policy & Discipline