Summit Education
Candid conversations and the exchange of ideas are the heartbeat of the NCPERS Chief Officers Summit. This exclusive event draws together pension CEOs and CIOs to address their most pressing challenges and promising opportunities. Click here for more on the Summit.
2023 PRELIMINARY AGENDA
MONDAY, JUNE 19
3:00 PM – 6:00 PM REGISTRATION
3:30 PM – 3:45 PM SUMMIT WELCOME ADDRESS
3:45 PM – 6:00 PM GENERAL SESSION I: Introduction
3:45 PM – 5:00 PM Around the Horn: Who, What, and Why?
- Each attendee introduces him or herself, their plan, and what they hope to get out of the Chief Officers Summit.
- Panel of practitioners discuss best practices.
- When are remote vs internal vs outside educational programs effective.
TUESDAY, JUNE 20
7:00 AM – 5:30 PM REGISTRATION
7:00 AM – 8:00 AM BREAKFAST
8:00 AM – 10:00 AM GENERAL SESSION II
8:00 AM - 9:00 AM Staying the Course During Volatility – Strategies & Tips to Keep Your Board on Course
- Panel of practitioners discuss what works and what doesn’t work to keep focus on the long-term during bank failures, high interest rates, and possibly an economic slowdown.
- What are the lessons from the GFC.
9:00 AM – 10:00 AM Diversity, Equity, and Inclusion – How Pensions Achieve What’s Preached
- How do public plans achieve DEI in historically non-diverse classifications like accounting, investments, IT?
- What’s the track record with recruiting from HBCUs?
SPEAKERS: Sam Austin, NEPC
Randy Logan, GMEBS
10:00 AM – 10:15 AM REFRESHMENT BREAK
10:15 AM – 12:30 PM TRACK I: Staffing
CEO TRACK - Staffing | CIO TRACK - Staffing | |
10:15 AM – 11:00 AM |
Pay for Performance for Non-Investment Staff
|
Attracting Qualified Investment Staff
|
11:00 AM – 11:45 AM |
Leadership Succession
Erica Salinas, CalHR (Invited) Terri Hansen, CalHR (Invited) |
Technology as a Force Multiplier
Mark Steed, PSPRS (Invited) |
11:45 AM – 12:30 PM | Facilitated Small Group Discussions | Facilitated Small Group Discussions |
12:30 PM – 1:30 PM NETWORKING LUNCH
1:45 PM – 5:30 PM TRACK II
CEO TRACK | CIO TRACK - Investments | |
1:45 PM – 2:30 PM |
Leading Through Change
Akio Tagawa, Linea Solutions |
Correlation of Stocks and Bonds
Josh Davis, PIMCO (Invited) |
2:30 PM – 3:15 PM | Increasing Member Self-Service Capacity
Debby Cherney, SBCERA Chris Hanson, COARS |
Commodities and Inflation
|
3:15 PM – 3:30 PM REFRESHMENT BREAK
CEO TRACK | CIO TRACK | |
3:30 PM – 4:15 PM | Facilitated Small Group Discussions | Facilitated Small Group Discussions |
4:30 PM – 5:30 PM GENERAL SESSION III: Securities Litigation: Is It Worth the Pain?
- A plan CEO will lead a panel composed of a plan CIO, plan general counsel and a securities litigation attorney in a candid conversation on the benefits, costs and factors to consider when considering securities litigation.
WEDNESDAY, JUNE 21
7:00 AM – 12:00 PM REGISTRATION
7:00 AM – 8:00 AM BREAKFAST
8:00 AM – 8:45 AM GENERAL SESSION IV: NCPERS/Dividex Securities Litigation Program
- This session will preview a new benefit for small and mid-market NCPERS members. Targeted for July 1 2023 opening, the NCPERS securities litigation program will give eligible funds independent evaluation of merits of potential claims.
SPEAKER: Irwin Schwartz, Dividex Management
8:45 AM – 10:15 AM TRACK III
CEO TRACK – SM & IT | CIO TRACK | |
8:45 AM – 9:30 AM | Cybersecurity: Lessons Learned from Failures and Successes
|
ESG: Navigating the Political Challenges
Rod June, LACERS Antonio Rodriguez, BERSNYC Steve Russo, INPRS (Invited) Craig Slaughter, WVIMB (Invited) |
9:30 AM – 10:15 AM | Social Media & Member Engagement
|
The Future of China and Its Market
Meera Pandit, J.P. Morgan Asset Management Bridgewater (Invited) |
10:15 AM – 10:30 AM REFRESHMENT BREAK
CEO TRACK | CIO TRACK | |
10:30 AM – 11:00 AM | Facilitated Small Group Discussions | Facilitated Small Group Discussions |
11:15 AM – 12:00 PM GENERAL SESSION V: A Conversation with Richard Ennis
12:00 PM – 12:15 PM 2024 PLANNING & CLOSING REMARKS