2023 Pensions, Benefits & Investments Fiduciaries' Forum
Attendance for this annual event is by invitation only.
In order to maximize the opportunity for our clients to attend our 2023 Fiduciaries’ Forum, we will be hosting this event in two locations – Nossaman’s offices in San Francisco on October 5th and Los Angeles on October 30th.
This exclusive one-day event is designed to provide trustees, executive staff, investment officers and in-house counsel with invaluable knowledge and connections in the ever-evolving landscape of public pension systems. We are excited to bring together a distinguished panel of Nossaman attorneys, renowned for their expertise and commitment to serving you. In addition, we have invited a few special guests to share their invaluable insights on a variety of critical topics to help you navigate the complex challenges you face.
Attendance is limited to three attendees per retirement system, per venue (with exceptions provided if space permits within two weeks of the Forum at each location).
October 5, 2023
Nossaman LLP
50 California Street
34th Floor
San Francisco, CA 94111
MAP
October 30, 2023
Nossaman LLP
777 South Figueroa Street
34th Floor
Los Angeles, CA 90017
MAP
9:00 - 9:30 a.m. | Registration
9:30 - 11:15 a.m. | Conversations with CIOs: Market Trends, Challenges and Opportunities for Institutional Investors
Yuliya Oryol, Pensions, Benefits & Investments Group Co-Chair, Nossaman LLP
San Francisco - October 5th
Steve Davis, CIO, Sacramento County Employees' Retirement System (SCERS)
Alison Romano, CIO & CEO, San Francisco Employees' Retirement System (SFERS)
Los Angeles - October 30th
Jonathan Grabel, CIO, Los Angeles County Employees Retirement Association (LACERA)
Jeremy Wolfson, CIO, Los Angeles Water & Power Employees' Retirement Plan (WPERP)
11:25 a.m. - 12:00 p.m. | Going Outside of the Checkboxes: Subscription Document Challenges and Trends
Courtney Krause, Partner, Nossaman LLP
Susan Weiss, Associate Counsel, Alameda County Employees’ Retirement Association (ACERA)
12:00 - 1:00 p.m. | Lunch & Networking
1:00 - 1:50 p.m. | Tax Updates for Public, Non-Profit and Private Pension and Health & Welfare Plans
Michelle McCarthy, Partner, Nossaman LLP
Doug Schwartz, Partner, Nossaman LLP
2:00 - 2:50 p.m. | Developing Issues Around Disability Retirement Standards for Pension Plans, Presumptions and Other Adjudication Issues
Allison Callaghan, Partner, Nossaman LLP
Aalia Taufiq, Associate, Nossaman LLP (San Francisco - October 5)
Nicole McIntosh, Director of Disability, Orange County Employees Retirement System (OCERS)
Kristie Santos, Plan Administrator, Merced County Employees' Retirement Association (MercedCERA)
3:00 - 3:50 p.m. | Fiduciary Litigation Against Defined Benefit, Defined Contribution and Hybrid Plans Nationally and How Fiduciaries May Mitigate Those Risks
Ashley Dunning, Pensions, Benefits & Investments Group Co-Chair, Nossaman LLP
Alex Westerfield, Associate, Nossaman LLP
3:50 - 4:00 p.m. | Closing Remarks
Questions? Please contact Laura Clumpus at lclumpus@nossaman.com.
