Program for Advanced Trustee Studies Archives

The 2023 Program for Advanced Trustee Studies was held in Las Vegas, NV, October 21–22.
Final Agenda
DAY I – ACTUARIAL DEEP DIVE FOR PENSION FUNDS

• Actuarial ABCs – Demystifying Your Valuation
• Actuarial Standard of Practice (ASOP) 4 and the Implications for Your Plan
• Pension Risk Assessment & Issue Recognition for Trustees
• Funded Status and Alternative Methods to Measure Plan Health   
• The Rise of Inflation and COLA Best Practices
• Long-Term Policy Considerations with an Aging Population 
• Addressing Pension Costs through Creative Funding Sources

• Overview of Private Equity Markets
• Building a Private Equity Portfolio
• The Role of Secondaries
• Private Credit

• 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