Trustee Educational Seminar Archives
2019: The 2019 Trustee Educational Seminar was held in Austin, TX May 18 - 19.
FINAL AGENDA
Session Presentations
- History and Mechanics of the Defined Benefit Plan
- Fund Structure: Investment Policy Statement, Asset Allocation & Benchmarking
- Investments 101: Fixed Income & Public Equities
- Investments 201: Alternatives
- In the Beginning - Trustee 101
- Time Value of Money
- A Pension Trustee’s Guide to the Actuarial Valuation
- Asset Allocation Challenge
- Legal Implications and Ethics of Trustee Communications – When Talk is NOT Cheap
2018: The 2018 Trustee Educational Seminar was held in New York, NY May 12 -13.
Final Agenda
Session Presentations
- Using Retirement to Build Strong Communities
- Fund Structure: Investment Policy Statement, Asset Allocation & Benchmarking
- Investments 101 & 201
- History and Mechanics of the Defined Benefit Plan
- Time Value of Money
- Actuarial Concepts 101
- Asset Allocation Challenge
- Key Proxy Votes for 2018 and Capital Markets Challenges
- Laws that Every Trustee Should Know
2017: The 2017 Trustee Educational Seminar was held in Hollywood, FL May 20 - 21.
Final Agenda
Session Presentations
- History and Mechanics of the Defined Benefit Plan
- Fund Structure: Investment Policy Statement, Asset Allocation & Benchmarking
- Investments 101: Fixed Income & Public Equities
- Investments 201: Alternatives
- What to Expect from Your Auditor
- Laws that Every Trustee Should Know
2016: The 2016 Trustee Educational Seminar was held in San Diego, CA May 14 - 15.
Final Agenda
Session Presentations
- History and Mechanics of the Defined Benefit Plan
- Fund Structure: Investment Policy Statement, Asset Allocation & Benchmarking
- Investments 101: Fixed Income & Public Equities
- Investments 201: Alternatives
- Communicating the Value of Public Service
- The Role of the Audit Committee in a Pension Plan
- Laws that Every Trustee Should Know