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2022 Summer Educational Forum
Paso Del Norte Hotel
10 Henry Trost Ct
El Paso, TX 79901
(915) 534-3000
Sunday, August 21, 2022, 8:00 AM to Tuesday, August 23, 2022, 11:00 AM CST
Category: Summer Forum

Registration has closed. 

Click Here to See a Photo Album of the Summer Educational Forum!

Videos & Presentations:

Sunday, Aug. 21, 2022

Educational Workshop (PDF Document Download)
 

Monday, Aug. 22, 2022

Opening Ceremony
 
 

 

Historic & Current Market Volatility: What Are Implications to Investors
Gold Keynote Speaker, Steve Hagbuckle, TerraCap Management (PDF Document Download)
 

Emerging Markets on the Edge: Opportunity or Dead Money
Silver Sponsor Speaker, Martin Schulz, Federated Hermes (PDF Document Download)
 

Funding Soundness Restoration Plan Overview: Rules & Policy
Ashley Rendon, Texas Pension Review Board (PDF Document Download)
 
 
The Case For and Against Shareholders Litigating ESG Issues (Panel)
Tylery Grossman, El Paso Firemen & Policemen's Pension Fund
Silver Sponsor Speaker Joshua W. Ruthizer, Wolf Popper, LLP (PDF Document Download)
Jim Smith, San Antonio Fire & Police Pension Fund
 
 
Diversifying Strategies in an Inflationary Environment (Panel - PowerPoint Document Download)
Moderator: Kevin Vandolder, AndCo Consulting
Panelists:
Zack Ellison, Applied Real Intelligence LLC (Bronze Sponsor)
Steven Shekane, Constitution Capital Partners (Bronze Sponsor)
Daniel Brady, PNC Capital Advisors LLC (Bronze Sponsor)
 
 
Getting Real with Real Assets: Important Implications in a Shifting Economic Landscape (Panel - no slide presentation utilized)
Moderator: Scott Whalen, CFA, CAIA, Verus Investments
Panelists:
Marcus Berry, TA Realty (Bronze Sponsor)
Michelle Butler, Cohen & Steers (Bronze Sponsor)
Brian Watson, Invesco (Bronze Sponsor)
 
 
Navigating Market Dislocations
Silver Sponsor Speaker Amit Sanghani, Napier Park Global (PDF Document Download)
 
 
Emerging Market Debt
Silver Sponsor Speaker Jared Lou, CFA (PowerPoint Document Download)
 
 

Tuesday, Aug. 23, 2022

The Power of Pooling & Challenges for Public Pensions
Gold Keynote Speaker Charles Millard, Amundi Asset Management (PowerPoint Document Download)
 
 
Outsourcing Administrative Services (Panel - PowerPoint Document Download)
Moderator: Paul Brown, Big Spring Firemen's Relief & Retirement Fund
Panelists: Silver Sponsor Speakers Stephanie Masson and AJ Weber, CPA, Lauterbach & Amen LLP
 
 
The Case for CLO Equity; Why CLO Equity, Why Now?
Silver Sponsor Speaker Chris Mascarinas, Oxford Funds (PowerPoint Document Download)
 
 

 

Stay tuned for a highlight reel from our El Paso, Texas, Summer Educational Forum!