Alternative Investments Fees – Public Report Required Under G.C. Sec. 7514.7(b)

California Association of Public Retirement Systems’ Attorneys’ Round Table
10.27.2017
San Jose, CA
8:30 a.m. - 3:30 p.m.

Yuliya Oryol made a presentation on "Alternative Investments Fees – Public Report Required under G.C. Sec. 7514.7(b)" at the California Association of Public Retirement Systems’ (CALAPRS) Attorneys’ Round Table taking place on Friday, October 27, 2017, from 8:30 a.m to 3:30 p.m. at the DoubleTree by Hilton Hotel San Jose.  Her presentation highlighted disclosure requirements and provided a review of the Institutional Limited Partners Association (ILPA) reporting template and related information for private equity firms, in addition to the Pension Real Estate Association (PREA) reporting template for real estate companies.  She also discussed applicable statutes, including the California Public Records Act (CPRA) Section 7514.7. 

Ashley Dunning gave a presentation during the conference, touching on several important legal issues of relevance to public retirement systems.  She reviewed the recent California Fair Political Practices Commission (FPPC) Advice Letters on conflict of interest questions relating to investments.  She also examined the impact of SJCCOA v. SJCERA, County, a case regarding retirement allowance determinations that SJCERA and the County recently won on demurrer.  In addition, she reflected on Luke v. Sonoma County Employees’ Retirement Association, County, a case brought by an individual who is challenging the adoption of increased retirement formulas by the Board of Supervisors in 2003. 

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