Lee Martin and Sarah Wilson Speaking at PA County Treasurers’ Conference 6/8

On Wednesday, June 8th, Lee H. Martin, Ph. D., and Sarah E.R. Wilson will be speaking at the County Treasurers’ Association of the Commonwealth of Pennsylvania’s annual convention in Scranton, Pennsylvania.

Lee and Sarah’s presentation, “Asset Allocation Trends Among PA County Retirement Funds” will be a discussion of the asset allocation trends among PA County Retirement Funds over the past five years, including a review of the drivers, how Retirement Funds are now positioned amid the current market environment, and the outlook for future returns.

Patrick W. Wing and William Torre Speaking at PSACC Spring Conference 5/5

On Thursday, May 5th, Patrick Wing, CFA, CIPM and William Torre, Jr., CFA, CAIA will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2022 Spring Conference in State College, Pennsylvania.

Pat and Billy will be presenting, “Asset Allocation Trends Among PA County Retirement Funds,” a discussion of asset allocation trends among PA County Retirement Funds over the past 5–10 years, including a review of the drivers and how Retirement Funds are now positioned amid the current market environment and the outlook for future returns.

The PSACC spring conference gives controllers, deputies, and their solicitors the opportunity to participate in roundtable discussions and receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, please visit the PSACC website.

Kweku Obed Speaking at GAPPT Annual Conference 3/23

On Wednesday, March 23rd, Kweku Obed will be speaking at the Thirteenth Annual Georgia Association of Public Pension Trustees (GAPPT) Conference.

Kweku will be presenting “Blockchain & Cryptocurrencies,” an educational session covering the technology and growth of cryptocurrency over the past decade and exploring whether (or when) institutional investors may enter the space.

The GAPPT is a nonprofit organization formed to provide education and professional development opportunities to trustees and administrators of Georgia’s public pension plans. Subject areas span fiduciary responsibility and liability, board governance, investment acumen, and plan administration.

For more information, please visit the GAPPT website.

Lee H. Martin and Patrick Wing Speaking at PSACC New Controller Workshop 2/18

On Friday, February 18th, Lee H. Martin, Ph. D., and Patrick Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2022 New Controller Workshop in Altoona, PA.

Lee and Patrick will be presenting an overview to conference attendees, covering common terms and roles for county investments, plan components, investment approaches, and how investment consultants assist county pension plans. The workshop invites newly elected county controllers and their deputies to meet with members of the controller’s association and receive training focused on their duties. For more information, please visit the PSACC website.

Mike Piotrowski Speaking at NIAFPD Conference 1/21

On Friday, January 21st, Mike Piotrowski, CAIA will be speaking at the Northern Illinois Alliance of Fire Protection Districts (NIAFPD) Annual Conference in Oak Brook Hills, Illinois.

Mike will be joining a panel entitled, “FPIF Asset Transfer Process” with several professionals from other third parties working with the Illinois Firefighters’ Pension Investment Fund in consolidating, managing, and investing the assets of the 296 suburban and downstate firefighter pension funds. The session will address:

  • Status and finalization of the asset transfer process
  • Investments
  • Actuarial valuations and funding

The NIAFPD Annual Conference is an educational conference designed for trustees, commissioners, chief officers, and administrative staff. Attendees will have the opportunity to gather and exchange ideas and information pertaining to fire protection districts. For more information, please visit the NIAFPD website.

Mike Piotrowski Speaking at 2022 IPPFA MidAmerican Pension Conference 9/29

On Wednesday, September 29th, Mike Piotrowski, CAIA will be speaking at the 2022 IPPFA MidAmerican Pension Conference, being held as a hybrid virtual and onsite event in Oak Brook, Illinois.

Mike will be joining the Consolidation Update Panel with several individuals representing the Illinois Police Officers’ Pension Investment Fund and the Illinois Firefighters’ Pension Investment Fund. The IPPFA MidAmerican Pension Conference is dedicated to providing quality education for pension fund trustees. For more information, please visit the event webpage.

Sarah E.R. Wilson Speaking at Allegheny League of Municipalities Government Benefits Seminar 9/24

On Friday, September 24th, Sarah E.R. Wilson will be speaking at the Allegheny League of Municipalities’ Government Benefits Seminar.

Sarah will be presenting, “Assuring the Long-Term Financial Health of Your Pension Program” with fellow investment professionals. The seminar brings together elected and appointed officials with plan advisors and solicitors to discuss best practices in the delivery of government benefits.

For more information, please visit the event webpage.

Greg Leonberger Speaking at Chicago City Treasurer Virtual Financial Empowerment Summit 9/23

On Thursday, September 23rd, Greg Leonberger, FSA, EA, MAAA will be speaking at the Office of the Chicago City Treasurer and Operation HOPE’s 2nd Annual Virtual Financial Empowerment Summit, “Building Wealth Today for Tomorrow,” (BWTT).

Greg will be a featured speaker in the Breaking Down Cryptocurrencies & NFTs session. BWTT is a virtual financial empowerment summit tailored to residents, small businesses, and youth to provide access to capital, financial planning, and credit building seminars, keys to homeownership, and wealth building opportunities. The event is free and open to the public — learn more and register to attend on the Treasurer’s website here.

Kweku Obed Speaking at GAPPT Annual Conference 9/20

On Monday, September 20th, Kweku Obed, CFA, CAIA will be teaching a continuing education course at the Twelfth Annual Georgia Association of Public Pension Trustees (GAPPT) Conference.

The course, “Investing in a Post-COVID World: A Consultant’s Perspective,” will identify the impact of last year’s economic shutdown on the markets, describe how certain asset classes were resilient during the pandemic, and recognize the short-term and long-term implications of 2020. This course is a part of a series of continuing education opportunities for trustees in lieu of the annual Trustee School hosted by the GAPPT, which was rescheduled this year.

The GAPPT is a nonprofit organization formed to provide education and professional development opportunities to trustees and administrators of Georgia’s public pension plans. Subject areas span fiduciary responsibility and liability, board governance, investment acumen, and plan administration.

For more information, please visit the GAPPT conference webpage.

Patrick Wing and Sarah Wilson Speaking at PSACC Conference 8/31

On Tuesday, August 31st, Patrick Wing, CFA, CIPM, and Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ 2021 Annual Conference.

Patrick and Sarah’s presentation will provide an overview of fiduciary responsibilities for conference attendees. The PSACC annual conference gives controllers, deputies, and their solicitors the opportunity to participate in roundtable discussions and receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, please visit the PSACC website.