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FIDUCIARY COLLEGE 2012 and NCTR TRUSTEE WOKSHOP

Agenda

Monday, July 23, 2012
Stanford Park Hotel

The NCTR Trustee Institute on Investments will take place from 8:30 am – 4:00 pm.  All those who are registering for Fiduciary College 2012 and NCTR Trustee Workshop are invited to attend.  There is an additional fee for this day.  For more information about the NCTR Trustee Institute on Investment event, please visit the NCTR event website.

Tuesday, July 24, 2012
Stanford Law School

7:45 a.m. Continental Breakfast

Chair of the Day: Chris Waddell, Senior Attorney, Olson Hagel & Fishburn LLP

8:15 a.m. Introductions

8:30 a.m. Keynote Speaker: The Next Level in Retirement Plan Reform

Girard Miller, CFA, Chief Investment Officer, Orange County ERS

9:30 a.m. Reaction to Keynote and Discussion of State vs. Local Issues

Jack Ehnes, CEO, CalSTRS

10:15 a.m. Break

10:30 a.m. Trends in Pension Plan Investments

Moderator:
Keith Bozarth
, Executive Director, Retired, Wisconsin Investment Board

Panelists:
Paul Matson, Executive Director, Arizona State Retirement System
Donald Pierce, CIO San Bernardino County ERA
Neil Rue, Managing Director, Pension Consulting Alliance

11:15 a.m. Trustee Reaction Panel

Moderator:
Leonard Bumbaca
, Board Vice-Chair & Trustee, ERFC-Fairfax County, VA

Panelists:
Jim Sando, Board Trustee, Pennsylvania PSERS
Gary L. Trennepohl, Board Vice Chairman, Oklahoma TRS

12:00 Noon Group Luncheon

12:45 p.m. Luncheon Speaker: Economic Outlook

F. Daniel Siciliano, Professor, and Associate Dean for Executive Education and Special Programs, Stanford Law School; Faculty Director, Arthur and Toni Rembe Rock Center for Corporate Governance

2:00 p.m. Fiduciary Law in a Challenging Environment

Moderator:
Chris Waddell
, Senior Attorney, Olson Hagel & Fishburn LLP

Panelists:
Brian Bartow, General Counsel, CalSTRS
Robert Klausner, Attorney, Klausener, Kaufman, Jensen & Levinson
Russ Richeda, Attorney, Saltzman & Johnson Law Corporation

3:00 p.m. Break

3:15 p.m. Best Practices in Pension Governance

Moderator:
F. Daniel Siciliano, Professor, and Associate Dean for Executive Education and Special Programs, Stanford Law School; Faculty Director, Arthur and Toni Rembe Rock Center for Corporate Governance

Panelists:
Gina Ratto, Deputy General Counsel, CalPERS
Elaine Reagan, General Counsel, San Diego City ERS
Chris Waddell, Senior Attorney, Olson Hagel & Fishburn LLP

4:15 p.m. Adjournment

Wednesday, July 25, 2012
Stanford Park Hotel

7:30 a.m. Breakfast

8:30 a.m. Interactive Exercise (Groups of eight)
Team Leader: Robin Nichols, Board Trustee, Arkansas TRS

9:30 a.m. Key Actuarial Issues

Moderator:
Roger Rea, Board Vice President, Omaha SERS

Panelists:
Paul Angelo, Senior Vice President and Actuary, Segal
David Kausch, Chief Actuary, Gabriel Roeder Smith & Co.
Chris Waddell, Senior Attorney, Olson Hagel & Fishburn LLP

10:30 a.m. Break

10:45 am. What Happening in the States?

Moderator:
Clare Barnett, Board Chair & Trustee, Connecticut TRB

Panelists:
Susan Brown, Board Vice Chair & Trustee, Alabama TRS
Bill Finelli, Board Vice Chair & Trustee, Rhode Island TRS
Marti Zins, Board President, Minnesota TRA

12:00 Noon Group Luncheon

12:45 p.m. Lunch Speaker

Rick Funston, Managing Partner, Funston Advisory Services LLC

2:00 p.m. Wrap-Up Session: What Have We Learned

3:00 p.m. End of workshop