2023 Pensions, Benefits & Investments Fiduciaries' Forum (Southern California)
Attendance for this annual event is by invitation only.
We hosted our 2023 Pensions, Benefits & Investments Fiduciaries' Forum in Los Angeles on October 30, 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 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
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
Julia Botezatu, 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.