Event Calendar

Saturday, April 14, 2018

Advanced Training Only - Saturday April 14

Start Date: 4/14/2018 9:30 AM CDT
End Date: 4/14/2018 2:30 PM CDT

Venue Name: Isla Grand Hotel

500 Padre Blvd
South Padre Island, TX  United States  78597

Organization Name: TEXPERS

Email: texpers@texpers.org
Phone: (713) 622-8018

Advanced Trustee Training

Saturday, April 14th, 9:30 am to 2:30 pm

If you would like to attend the Conference and the Advanced Class please go back to the events calendar and select the 29th Annual Conference. You can add this class to your registration, this registration is for those who will ONLY attend the Saturday class. 

Advanced Trustee Training
Saturday, April 14th, 9:30 am to 2:30 pm
Ethical Decision Making
Speaker:  Michael McMillan, Ph.D., CPA, CFA, CFA Institute
Make plans to attend this challenging advanced workshop or “master class” diving into ethics and decision making at pension funds.
Beyond Investment Basics – Equity and Debt Securities
Speakers: Deborah Castellani and Brady Edwards, CFAs of Texas
Your plan has hired a fiduciary investment consultant and/or advisor.  They meet and show you charts/graphs and tell you about what the fund is invested and how it is doing.  Great steps, but as a plan fiduciary, your responsibility does not stop there.  You must know what they are talking about, ask the right questions, provide direction and make decisions based on what they are saying.  This presentation helps you understand equity and debt investing beyond simply knowing what a stock and bond are.   We help you understand the concepts and terminology to help you fulfill your fiduciary duties and help the investment consultants and advisors do their jobs better.
Will provide four credit hours towards the PRB continuing education requirements

Online Registration

Registration is Closed
Closed: 4/2/2018 9:00 PM

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