Trustee Educational Seminar Archives
2024: The 2024 Trustee Educational Seminar was held in Seattle, WA, May 18 - 19.
Final Agenda
Presentation Slides
- Plan Governance: Roles of Trustees and Staff
- Navigating Your Investment Role as Trustee
- Investments 101: Fixed Income & Public Equities
- Investments 201: Alternatives
- Back to Basics: Actuarial Valuations
- Understanding Your Actuarial Funding Policy
- Pension and OPEB Go Together like Peas and Carrots
- The Current State of Public Pensions: A Review of the 2024 NCPERS Public Retirement Systems (PRS) Study
- The Nuts & Bolts of Fiduciary Duties
2023: The 2023 Trustee Educational Seminar was held in New Orleans, LA, May 20 - 21.
Final Agenda
Presentation Slides
- A History and Evolution of Retirement Plans
- Navigating Your Investment Role as a Trustee
- Investments 101: Fixed Income & Public Equities
- Fiduciary Responsibility: Trustee and Fiduciary Issues and Dilemmas
- Back to Basics: Actuarial Valuations
- Exploring the Time Value of Money
- Investments 201: Alternatives
- Fiduciary Duties Governing Public Employee Retirement Plans
- The Asset Allocation Game
2019: The 2019 Trustee Educational Seminar was held in Austin, TX May 18 - 19.
Final Agenda
Presentation Slides
- 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
Presentation Slides
- 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