2023 Pensions, Benefits & Investments Fiduciaries' Forum (Northern California)

Nossaman's 2023 Pensions, Benefits & Investments Fiduciaries' Forum
San Francisco, CA
9:00 a.m. - 4:00 p.m. PT

Attendance for this annual event is by invitation only.

We hosted our 2023 Pensions, Benefits & Investments Fiduciaries' Forum in San Francisco on October 5, 2023. This exclusive one-day event was 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 brought together a distinguished panel of Nossaman attorneys, renowned for their expertise and commitment to serving you. In addition, we 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.

October 5, 2023
Nossaman LLP
50 California Street
34th Floor
San Francisco, CA 94111

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
Steve Davis, CIO, Sacramento County Employees' Retirement System (SCERS)
Alison Romano, CIO & CEO, San Francisco Employees' Retirement System (SFERS)

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
Julia Botezatu, Associate, Nossaman LLP
Aalia Taufiq, Associate, Nossaman LLP
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.

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