National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

TEDS Education

FINAL AGENDA
 As of 5/9/24
 SATURDAY, MAY 18
 
6:30 am – 2:00 pm Registration                                                                                                                                            
 
7:00 am – 8:00 am Breakfast
 
8:00 am – 1:15 pm  DAY 1 - GENERAL SESSION   
                                                                               
8:15 am – 9:00 am  Plan Governance: Roles of Trustees and Staff 
Speaker: Steven Cottle, Segal Marco Advisors 
 
9:00 am – 9:45 am Navigating Your Investment Role as Trustee
Speaker: Jennifer Mink, Investment Performance Services, LLC

 
9:45 am – 10:00 am Break
 
10:00 am – 11:00 am Investments 101: Fixed Income & Public Equities
Speaker: Luis Sierra, Marquette Associates

 
11:00 am – 12:00 pm Investments 201: Alternatives
Speaker: Daniel Hennessy, NEPC
 
12:00 pm – 12:15 pm Break
 
12:15 pm – 1:15 pm  Back to Basics: Actuarial Valuations
Speakers: 
Danny White, Gabriel, Roeder, Smith & Company 
Thomas Lyle, Gabriel, Roeder, Smith & Company 

 
5:00 pm – 6:00 pm   University Networking Reception
 

SUNDAY, MAY 19
 
6:30 am – 1:00 pm        Registration
 
7:00 am – 8:00 am Breakfast
 
8:00 am – 1:00 pm DAY 2 – GENERAL SESSION
 
8:00 am – 8:30 am   The Current State of Public Pensions: A Review of the 2024 NCPERS Public Retirement Systems (PRS) Study
Speaker: Hank Kim, NCPERS

 
8:30 am – 9:30 am  Understanding Your Actuarial Funding Policy
Speakers:
Paul Angelo, Segal
Molly Calcagno, Segal

 
9:30 am – 9:45 am Break
 
9:45 am – 10:30 am Pension and OPEB Go Together like Peas and Carrots
Speakers:
Joe Newton, Gabriel, Roeder, Smith & Company
Blake Orth, Gabriel, Roeder, Smith & Company

 
10:30 am – 11:15 am The Nuts & Bolts of Fiduciary Duties
Speaker: Lisa Strejlau, Labaton Keller Sucharow

 
11:15 am – 11:30 am
Break
 
11:30 am – 12:50 pm The Asset Allocation Challenge (Interactive computer-based investment training session)
Speaker: Bob Parise, Northern Trust Asset Management

 
12:50 pm – 12:55 pm What's Next? Continued Learning
Speakers:
Peter Landers, Global Governance Advisors 
Brad Kelly, Global Governance Advisors

 
12:55 pm - 1:00 pm   
Closing Remarks
  
CONTINUING EDUCATION HOURS
By attending TEDS, you can earn up to 9 continuing education hours towards your Accredited Fiduciary (AF) recertification and/or state mandated continuing education requirements.
 
CONTINUING EDUCATION (CE) SPONSOR 
NCPERS is accredited by the State Pension Review Board as a Minimum Educational Training (MET) sponsor for Texas public retirement systems. This accreditation does not constitute an endorsement by the Board as to the quality of our MET program.

TEDS HIGHLIGHTS

Education
The TEDS curriculum was developed to build and strengthen the basic foundational knowledge of pensions and governance. Designed to address the educational needs of new and novice trustees, this program focuses on investing principles, understanding actuarial science, board policies, and fundamental concepts that every trustee should know. Click the "Agenda" button to view the current agenda.
 
Networking
Connect, share ideas and best practices with your colleagues and or clients at the conference. If
 this is your first time attending TEDS, join us for our President's Reception where you can mix and mingle with the NCPERS executive board and advisors.

 

NCPERS is recognized as a learning provider and is an accredited sponsor of continuing education in several states.