2024 Pensions, Benefits & Investments Fiduciaries' Forum

Nossaman's 2024 Pensions, Benefits & Investments Fiduciaries' Forum
10.17.2024 - 10.18.2024
Berkeley, CA

Attendance for this annual event is by invitation only.

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 (subject to change) to share their invaluable insights on a variety of critical topics to help you navigate the complex challenges you face.

Claremont Club & Spa
41 Tunnel Road
Berkeley, CA 94705

October 17, 2024

5:00 – 6:30 p.m.  |  Reception
6:30 – 9:30 p.m.  |  Dinner and Keynote Presentation

October 18, 2024

8:00 - 8:30 a.m.  |  Registration

8:30 - 9:45 a.m.  |  Fireside Chat with Institutional Investor Chief Investment Officers
Yuliya Oryol, Pensions, Benefits & Investments Group Co-Chair, Nossaman LLP

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 Compliance Challenges for Public and Private Plans
Michelle McCarthy, Partner, Nossaman LLP
Doug Schwartz, Partner, Nossaman LLP

12:00 - 1:00 p.m.  |  Lunch & Networking

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 Against 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

Please note: this agenda is subject to change. 

Questions? Please contact Laura Clumpus at lclumpus@nossaman.com.

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