2016 Summer Educational Forum


Sunday, August 14th 

Advanced Trustee Training: Ethics and Investments Workshop
Speaker:  Michael McMillan, Ph.D., CPA, CFA - CFA Institute
Deborah A. Castellani, CFA - Texas CFA Societies


Monday, August 15th

There Is No Substitute For Skill - white paper
Power Point Presentation
Robert Almeida, MFS Investment Management

Breakout A
Working with Our Legislative Partners -  Effective Legislative Communications Workshop Part I
Joe Gagen

Breakout B
Retirement Healthcare Funding
Moderator: Joel Babbitt
Chuck Dean, Dean Actuaries
James Bound, San Antonio Fire and Police Retiree Healthcare

Breakout A
To Form a More Perfect Partnership -  Effective Legislative Communications Workshop Part II
Joe Gagen

Breakout B –  
How'm I Doing? Comparing Investment Returns for Endowments, Foundations and TEXPERS Members 
Study of Endowments
TEXPERS 2016 Asset Allocation Study Report
Council of Foundations Report
William Jarvis, CommonFund
Ron Partain, The Bogdahn Group

Breakout A –Real Estate investing through REITs: the Route to where you want to go with your RE portfolio (and you won’t even need a GPS)
Moderator: Meredith Despins, National Association of Real Estate Investment Trusts
Tom Bohjalian, Cohen & Steers Capital Management, Inc.
Michael Marron, Cornerstone Real Estate Advisers
Scott Crowe, Center Square

Breakout B –
Impact of the Brexit Vote
Moderator:  Will Harrell, Robert Harrell, Inc
Doug Jackman, Thomas White International Ltd.
James Kee, South Texas Money Management

Tuesday, August 16th

They Did What? – Avoiding Headline Risk with Good Fiduciary Practice
Robert Klausner, Klausner, Kaufman, Jensen & Levinson

Private Equity Investing: Perils and Pitfalls
Julia Whitehead, Whitehead Miller Advisors, Inc.