2024 Pensions, Benefits & Investments Fiduciaries' Forum
Attendance for this annual event is by invitation only.
We hosted our 2024 Public Pensions & Investments Fiduciaries' Forum in Berkeley, CA on October 17-18, 2024. This exclusive two-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.
October 17, 2024
5:00 – 6:30 p.m. | Reception
6:30 – 9:30 p.m. | Dinner & Keynote Presentation
Guest Speaker: Clothilde “Cloey” Hewlett, Commissioner of the California Department of Financial Protection & Innovation
October 18, 2024
8:00 - 8:30 a.m. | Registration
8:30 - 9:45 a.m. | Fireside Chat with Chief Investment Officers
Yuliya Oryol, Pensions, Benefits & Investments Group Co-Chair, Nossaman LLP
Carina Coleman, CIO, San Diego City Employees' Retirement System (SDCERS)
Steve Sexauer, CIO, San Diego County Employees Retirement Association (SDCERA)
10:00 – 11:00 a.m. | Investment Hot Topics
Courtney Krause, Partner, Nossaman LLP
Emily Smith, Partner, Nossaman LLP
11:00 a.m. - 12:00 p.m. | SECURE 2.0 and Other Tax and Compliance Challenges and Updates for Public and Private Plans
Michelle McCarthy, Partner, Nossaman LLP
Doug Schwartz, Partner, Nossaman LLP
12:00 - 1:00 p.m. | Lunch & Keynote Presentation
Guest Speaker: Libby Schaaf, Former Mayor of Oakland and Current Candidate for California Treasurer
1:00 – 2:00 p.m. | Fireside Chat with Public Plan General Counsel
Ashley Dunning, Pensions, Benefits & Investments Group Co-Chair, Nossaman LLP
Barbara Hannah, Chief Counsel, San Bernardino County Employees’ Retirement Association (SBCERA)
Matthew Jacobs, General Counsel, California Public Employees’ Retirement System (CalPERS)
Lori Nemiroff, General Counsel, Ventura County Employees’ Retirement Association (VCERA)
2:15 - 3:15 p.m. | Fiduciary Governance Considerations Around Data Security, Privacy and Artificial Intelligence for Plan Administrators, Counsel and Boards
Thomas Dover, Intellectual Property Group Chair, Nossaman LLP
Michelle Mellon-Werch, Partner, Nossaman LLP
3:15 – 4:15 p.m. | Pending and Recent Fiduciary Litigation Involving Public and Private Plans
Ashley Dunning, Pensions, Benefits & Investments Group Co-Chair, Nossaman LLP
Alex Westerfield, Partner, Nossaman LLP
4:15 - 4:30 p.m. | Closing Remarks
