Board Education Opportunities



Organization NameEvent Name and 2017 DateLocationDescriptionRecommended ToCallan AssociatesCallan CollegeeventsFiduciary College - Introduction to InvestmentsApril 10-11, 2018July 24-25, 2018October 2-3, 2018San Francisco, CASan Francisco, CAChicago, ILThis one and one half day session is designed for individuals who have less than two years' experience with institutional asset management oversight and/or support responsibilities. The session will familiarize fund sponsor trustees, staff, and asset management advisors with basic investment theory, terminology, and practices. Fee program. Recommended by WSIB; one TERS Board member has attended in the past.New Trustees in 1st termMillimanMilliman 2018 Employee Benefits Conference April/May TBATBAMilliman offers this conference to its clients and invited guests at no charge. A few of the 2015 agenda items included Money for Life: How to Live to 100 Without Going Broke, Baby Boomers & Millennials: Preparing for Retirement and Trends in Compensation and Benefits.All TrusteesNational Conference of Public Employees Retirement SystemsTrustee Educational Seminar (TEDS)May 12-13, 2018New York, NYIntended for new and novice trustees who are seeking a better understanding of their role and responsibilities as trustee of their pension fund. It also serves as refresher for experienced trustees interested in staying up-to-ate. The two day program provides an introduction of fiduciary responsibilities, creating a solid foundation of knowledge for those who have limited experience in pension plan trusteeship. Program content is designed to address the critical elements of trust fund management including important topics such as investing, legal requirements and trustee ethics. Fee program. New Trustees in 1st termNational Conference of Public Employees Retirement SystemsPublic Pension Funding Forum 2018 September 16-18, 2018Cambridge, MAA joint conference by the National Conference on Public Employee Retirement Systems and the Institute on Public Pension Solutions. The Public Pension Funding Forum will examine the obstacles that stand in the way of closing public pension funding gap and explore new solutions to overcome such obstacles, including better risk assessment in economic cycles and use of new and improved debt instruments. The overarching goal of the Forum is to inject some new thinking that might solve the funding challenges without dismantling public pensions. All TrusteesNational Conference of Public Employees Retirement SystemsAnnual Conference and ExhibitionMay 13-18, 2018Trustee Education Seminar May 13-18, 2018Registration opens in JanuaryNew York, NYFor new and experienced trustees, administrators, pension staff, union officials and associated organizations representing public pensions and employees. As well as pension fund business partners such as money managers, investment service providers and law firms servicing he public pension industry. NCPERS is the recognized industry group for public plans like TERS. Fee program. One TERS Board member attended this conference in Hawaii last year; WSIB and Seattle (SCERS) Board members attend this conference.All TrusteesPension BridgePension Bridge Annual ConferenceApril 10-11, 2018San Francisco, CAInvestment-focused conference sponsored by 100 investment firms. Approximately 150 pension plans and consultants in attendance and manager firms are limited to only 100. Board members, TERS CIO, Wilshire, and Investment Advisory Committee members have attended Pension Bridge conferences in past.All TrusteesWilshire Associates Inc.Wilshire Consulting 2018 Client ConferenceApril 22-24, 2018Carlsbad, CAThe 34th Annual Wilshire Consulting Client Conference Staff members, Board and Investment Advisory Committee members have attended most past conferences.All TrusteesInstitutional Investor Institute RoundtableRoundtable for Consultants & Institutional InvestorsTBA TBAIndustry peers meet for a series of closed-door panel discussions, debates, and workshops. Gather information, intelligence and practical takeaways to identify opportunities and meet your challenges head-on. (no fee)Institutional Investor Institute Roundtable 2018 Public Funds RoundtableApril 25-27, 2018Beverly Hills, CAOver 80 senior public and Taft-Hartley plans for two-and-a-half days of learning and networking. Hear from political and economic experts, industry thought leaders, and investment experts. (no fee)All TrusteesInternational Foundation of Employee Benefit Plans -IFEBPcappp2018 CAPPP? Employee Pensions Part I – June 12-13Part II – June 14-15Chicago, ILChicago, ILThe CAPPP? program provides trustees and public sector policy makers with a knowledge base in the design and fiduciary aspects of public sector benefits plans. Faculty are drawn from practitioners in the public sector who are well acquainted with the real issues, and allow examples of actual situations. Class size is limited in order to foster a personal touch and comprehension. Flexible enrollment options are available for CAPPP?. Part II can be taken before Part I. Fee program.Several first term Board members have attended in past; former staff have also attended.New TrusteesDimensional Fund Advisors DFA Annual Client Conference 2018April 23-25, 2018Austin, TXInvestment focused conference presented by DFA, one of TERS’ investment managers. The conference will provide a great opportunity to interact with other institutional investors and academics, as well as with Dimensional’s investment, research, and institutional teams. Speakers include leading investment professionals and academics. Agenda not yet available. Investment advisory members have attended in past. All TrusteesPantheonPantheon 2018 Annual Investor Meeting June 19-21, 2018New York City, NYAnnual conference to update clients on current investment conditions for private equity.All Trustees ................
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