2017 Summer Educational Forum



Sunday, August 13th 

Advanced Trustee Training: 
Advanced Alternatives Investing: Jeanne Murphy, CFA: CFAs of Texas
Open Meetings Act: Jennie Hoelscher, Office of the Attorney General of Texas
Open Records Act: Tamara Smith, Open Records Division, Office of the Attorney General

Monday, August 14th

Adaptive Risk Allocation – An Evolution in Multi-Asset Portfolio Management
Benjamin Simonds
Columbia Threadneedle
Multi-Asset Evolution in the 21st Century
Jason Vaillancourt
Putnam Investments
Living on the Hedge
Ryan Bailey, Children’s Health System of Texas         
Texas Hedge Fund Association
How the Largest Pension Fund Plan Sponsors Use Equity Futures to Manage Portfolios
David Lerman, CME
Managing Cybersecurity
Moderator/Speaker: Russell Nash, City of Austin Employee Retirement System
Will Morrow, LRWL Inc.
Brian Farrar, Texas Municipal Retirement System
Eric Davis, Texas Municipal Retirement System

Breakout A
Relationship Strategies: Improving Board Relationships & Productivity Through Communication
J. Kent Hutchison, CjBaxterGroup LLC

Breakout B
Minimizing Costs of DROPs
Moderator: Max Patterson, TEXPERS
Eric Atwater, Aon Hewitt
Jim Smith, San Antonio Fire & Police Pension Fund

Breakout A
Healthcare Costs
Moderator: David Stacy
Midland Firemen's Relief and Retirement Fund
John Cassell, Spring Consulting Group
Guide to Funding Employee Beneifts in a Captive

Breakout B –  
The Gender Gap in Retirement:
Diane Garnick, TIAA           

Tuesday, August 15th

Investment Fees and Expenses: Knowing What You Pay & How to Change It
 James Perry, Maples Financial Services
IRS Regulations that Impact Pension Plans
Bonita Hatchett
Strasburg & Price LLP