2019 Public Pensions & Investments Fiduciaries' Forum: Evolving Demands on Public Plan Fiduciaries
Attendance for this annual event is by invitation only.
We hosted trustees (less than a quorum), executive staff, investment officers, and in-house counsel of retirement system clients and colleagues for the 2019 Public Pensions & Investments Fiduciaries' Forum: Evolving Demands on Public Plan Fiduciaries on September 4-5, 2019 in Berkeley, CA.
Below was the full agenda for this event.
Wednesday, September 4
Meritage at the Claremont Club & Spa
5:30 - 6:30 p.m. | Welcome Reception
6:30 - 9:00 p.m. | Dinner + Keynote Presentation
Guest Speaker: Von M. Hughes, Author, U.S. Public Pension Handbook: A Comprehensive Guide for Trustees and Investment Staff
Thursday, September 5
Claremont Club & Spa
8:30 - 9:00 a.m. | Breakfast & Registration
9:00 - 9:55 a.m. | California Public Pension Litigation Update
Ashley Dunning and Peter Mixon
10:00 - 10:30 a.m. | Practical Considerations for Retirement System Trustees and Staff After the Supreme Court Rules in Alameda
Ashley Dunning and Peter Mixon
10:30 - 10:40 a.m. | Break
10:40 - 11:30 a.m. | Roles and Responsibilities of Consultants, Managers and Investors/LPACs
Yuliya Oryol and Peter Mixon
11:30 a.m. - 12:30 p.m. | Lunch + Discussion of ILPA 3.0
Guest Speakers: Christopher Hayes and Brian Hoehn, Institutional Limited Partners Association (ILPA)
12:30 - 12:45 p.m. | Break
12:45 - 1:25 p.m. | Overview of Open-Ended vs. Close-Ended Funds
Yuliya Oryol and Courtney Krause
1:25 - 1:55 p.m. | Alternative Investment Issues in PPMs, LPAs and Subscription Agreements
Douglas Schwartz
1:55 - 2:20 p.m. | Key Legal Considerations for Investments in Real Assets
David Kimport and Karla MacCary
2:20 - 2:35 p.m. | Break
2:35 - 2:55 p.m. | Current Legal Issues in PAS System Administration and Privacy
Thomas Dover
2:55 - 3:15 p.m. | Twists in Public Pension System Insurance Coverage for Fiduciaries
Jim Vorhis
3:15 - 4:10 p.m. | Roundtable: Top Fiduciary Issues for Public Plans
Yuliya Oryol, Ashley Dunning and Peter Mixon
Nossaman LLP is an approved State Bar of California MCLE provider and certifies that this activity was approved for 6.25 hours.