2024 Irving Conference Presentations

  • Bond Basics and Beyond

    Rob Williams, Sage Advisory

    Lily Tu, Sage Advisory

    download presentation

  • Legal Issues Facing TLFFRA Funds

    Chuck Campbell, Jackson Walker LLP

    Alyca Garrison, Jackson Walker LLP

    download presentation

  • Protecting and Securing Futures in Pension Systems

    Dory Wiley, Commerce Street Investment Management

    download presentation

  • Why Diversification Matters: It's not all just about the Mag 7

    Lisa Ivie Miller, CAPTRUST

    Tom Kenny, Seizart Capital Partners

    Craig Hodges, Hodges Capital Management

    download presentation

  • Texas Pension Review Board: Reporting Portal Review and Exercise

    Ashley Rendon, Pension Review Board

    Bryan Burnham, Pension Review Board

    Gracie Flores, Corpus Christi Fire

    download presentation

  • Pensions in the National Spotlight

    Robert D. Klausner, Klausner, Kaufman, Jensen, & Levinson

    download presentation

  • Due Diligence & Vendor Disclosure: What to look for and why it matters.

    Jim Scheinberg, North Pier Search Consulting

    download presentation

    download tips sheet

  • The Role of Defined Benefit Pensions in Recruiting and Retaining Public Safety Professionals

    Tyler Bond, National Institute on Retirement Security

    download presentation

2024 Alva Littlejohn Peer Review

Actuarial Matters 101

By John Crider, John Crider Independent Actuary

Download Presentation

Annual Audits 101

By Tyler Clakley, Henry and Peters, P.C.

Download Presentation

Evaluating Investment Managers

By Will Harrell, Robert Harrell inc.

Download Presentation

Investment Asset Classes

By Lisa Ivie Miller, CAPTRUST

Download Presentation

QDRO’s and IRS Determination Letters

By Kolby Beckham, Longview Firemen’s Relief & Retirement Fund

Download Presentation

Working with your Plan’s Sponsor

By Joe Gimenez, G3 Public Relations

Kolby Beckham, Longview Firemen’s Relief & Retirement Fund

Download Presentation Joe Gimenez presentation

Download Presentation Kolby Beckham Presentation

2022 Lakeway Conference Presentations

  • Actuarial Topics of Interest

    Rebecca Morris and Mark Fenlaw, Rudd and Wisdom, Inc.
    download presentation

  • Keynote Opening: A CIO's Outlook

    Tim Barrett, CFA , Chief Investment Officer, Texas Tech University System.
    download presentation

  • Legal Issues Facing TLFFRA Funds

    Chuck Campbell , Jackson Walker LLP.
    download presentation

  • Tag you are it: Are you prepared for a New Trustee Transition?

    Will Harrell, RHI and Kolby Beckham, Longview FR&RF.
    download presentation

  • Due Diligence and your Fiduciary Duty: Understand the Elements

    Lisa Ivie Miller and John Keeton, CAPTRUST
    download presentation

    download Fiduciary checklist and Calendar

  • The Pandemic Has Become an Endemic: Time to revisit Public Equities and Bonds?

    Kevin Vandolder, AndCo Consulting / Catherine Nicholas, Nicholas Investment Management / Mason King, Luther King Capital Management / Ben Monkiewicz, Garcia Hamilton & Associates
    download presentation

  • Diversifying Your Portfolio but with What?

    Salem Abraham, Abraham Trading Company.
    download presentation

  • Managing a Public Pension Plan: on ED's Approach

    David Wescoe, Executive Director of TMRS
    download presentation

  • Above the Line and Below the Line: A Fiduciaries Guide to Fees.

    Tiffany R. Reeves , Faegre Drinker
    download presentation

  • Formulating a Risk-Based Funding Policy

    David Kent, Consulting Actuary, Milliman.
    download presentation

  • Open Meetings and Records Refresher: Your Duty of Transparency

    John Goodell, General Council and Deputy Director of Policy, Pension Review Board.
    download presentation

2021 Denison Conference Presentations

  • Actuarial Topics of Interest

    Rebecca Morris and Mark Fenlaw, Rudd and Wisdom, Inc.
    download presentation

  • Best Practices in Ethical Standards and RFPs

    Anumeha Kumar, Executive Director, Texas Pension Review Board.
    download presentation

  • 87th Legislative Session: Update for Texas Public Pension Plans

    Chuck Campbell and Alyca Garrison, Jackson Walker.
    download presentation

  • Cyber Security

    Stephan Georgacopoulos and Gerry Esparza, Pension Technology Group.
    download presentation

  • Democracy as a Factor in International Investing

    Presentation to TLFFRA
    download presentation

  • Audits for Firefighter Pensions. The Annual Financial Audit Process What Should I know?

    Mike Brooks, Audit Partner, BrooksWatson & Co.
    download presentation

  • Longview Firemen's Relief & Retirement Fund Pension Historical Data

    Kolby Beckham, Longview Moderator.
    download presentation

  • Understanding Prevailing Practices vs Best Practices for TLFFRA Pension Plans

    Bob Smith, Sage Advisory
    download presentation

  • TLFFRA Administrative Issues

    Alva Littlejohn, Moderator
    Jaime Jasso, Administrator, Laredo
    Brandon Mason, Amarillo, Chairman
    Rodney Goodman, Abilene Administrator
    download presentation

  • Presentation to the TLFFRA Educational Conference

    Keith Brainard, Texas Pension Review Board
    download presentation

  • Building a Relationship with Your Consultant

    Alan Bergin, CFA, Senior V.P. Consultant, FEG Investment Advisors.
    download presentation

  • Monitoring Your Securities Portfolio 2.0

    Premal Amin, Administrator, Austin Firefighters’ Relief and Retirement Fund
    Eduard Korsinsky, Managing Partner, Co-Founder, Levi&KorsinskyLLP / CORE Monitoring Systems LLC
    Ron King, Attorney At Law, Clark Hill PLC
    download presentation

  • Pension Obligation Bonds Panel

    Jim Link, CEBS
    download presentation

  • Clarity in AVUCA World

    James R. Kee, Ph.D., Baylor University
    download presentation

  • Item description

    • Bond Basics and Beyond

      Rob Williams, Sage Advisory

      Lily Tu, Sage Advisory

      download presentation

    • Legal Issues Facing TLFFRA Funds

      Chuck Campbell, Jackson Walker LLP

      Alyca Garrison, Jackson Walker LLP

      download presentation

    • Protecting and Securing Futures in Pension Systems

      Dory Wiley, Commerce Street Investment Management

      download presentation

    • Why Diversification Matters: It's not all just about the Mag 7

      Lisa Ivie Miller, CAPTRUST

      Tom Kenny, Seizart Capital Partners

      Craig Hodges, Hodges Capital Management

      download presentation

    • Texas Pension Review Board: Reporting Portal Review and Exercise

      Ashley Rendon, Pension Review Board

      Bryan Burnham, Pension Review Board

      Gracie Flores, Corpus Christi Fire

      download presentation

    • Pensions in the National Spotlight

      Robert D. Klausner, Klausner, Kaufman, Jensen, & Levinson

      download presentation

    • Due Diligence & Vendor Disclosure: What to look for and why it matters.

      Jim Scheinberg, North Pier Search Consulting

      download presentation

      download tips sheet

    • The Role of Defined Benefit Pensions in Recruiting and Retaining Public Safety Professionals

      Tyler Bond, National Institute on Retirement Security

      download presentation

  • Actuarial Matters 101

    By John Crider, John Crider Independent Actuary

    Download Presentation

    Annual Audits 101

    By Tyler Clakley, Henry and Peters, P.C.

    Download Presentation

    Evaluating Investment Managers

    By Will Harrell, Robert Harrell inc.

    Download Presentation

    Investment Asset Classes

    By Lisa Ivie Miller, CAPTRUST

    Download Presentation

    QDRO’s and IRS Determination Letters

    By Kolby Beckham, Longview Firemen’s Relief & Retirement Fund

    Download Presentation

    Working with your Plan’s Sponsor

    By Joe Gimenez, G3 Public Relations

    Kolby Beckham, Longview Firemen’s Relief & Retirement Fund

    Download Presentation - Joe Gimenez

    Download Presentation - Kolby Beckham

    • Actuarial Topics of Interest

      Rebecca Morris and Mark Fenlaw, Rudd and Wisdom, Inc.
      download presentation

    • Keynote Opening: A CIO's Outlook

      Tim Barrett, CFA , Chief Investment Officer, Texas Tech University System.
      download presentation

    • Legal Issues Facing TLFFRA Funds

      Chuck Campbell , Jackson Walker LLP.
      download presentation

    • Tag you are it: Are you prepared for a New Trustee Transition?

      Will Harrell, RHI and Kolby Beckham, Longview FR&RF.
      download presentation

    • Due Diligence and your Fiduciary Duty: Understand the Elements

      Lisa Ivie Miller and John Keeton, CAPTRUST
      download presentation

      download Fiduciary checklist and Calendar

    • The Pandemic Has Become an Endemic: Time to revisit Public Equities and Bonds?

      Kevin Vandolder, AndCo Consulting / Catherine Nicholas, Nicholas Investment Management / Mason King, Luther King Capital Management / Ben Monkiewicz, Garcia Hamilton & Associates
      download presentation

    • Diversifying Your Portfolio but with What?

      Salem Abraham, Abraham Trading Company.
      download presentation

    • Managing a Public Pension Plan: on ED's Approach

      David Wescoe, Executive Director of TMRS
      download presentation

    • Above the Line and Below the Line: A Fiduciaries Guide to Fees

      Tiffany R. Reeves , Faegre Drinker
      download presentation

    • Formulating a Risk-Based Funding Policy

      David Kent, Consulting Actuary, Milliman.
      download presentation

    • Open Meetings and Records Refresher: Your Duty of Transparency

      John Goodell, General Council and Deputy Director of Policy, Pension Review Board.
      download presentation

    • Actuarial Topics of Interest

      Rebecca Morris and Mark Fenlaw, Rudd and Wisdom, Inc.
      download presentation

    • Best Practices in Ethical Standards and RFPs

      Anumeha Kumar, Executive Director, Texas Pension Review Board.
      download presentation

    • 87th Legislative Session: Update for Texas Public Pension Plans

      Chuck Campbell and Alyca Garrison, Jackson Walker.
      download presentation

    • Cyber Security

      Stephan Georgacopoulos and Gerry Esparza, Pension Technology Group.
      download presentation

    • Democracy as a Factor in International Investing

      Presentation to TLFFRA
      download presentation

    • Audits for Firefighter Pensions. The Annual Financial Audit Process What Should I know?

      Mike Brooks, Audit Partner, BrooksWatson & Co.
      download presentation

    • Longview Firemen's Relief & Retirement Fund Pension Historical Data

      Kolby Beckham, Longview Moderator.
      download presentation

    • Understanding Prevailing Practices vs Best Practices for TLFFRA Pension Plans

      Bob Smith, Sage Advisory
      download presentation

    • TLFFRA Administrative Issues

      Alva Littlejohn, Moderator
      Jaime Jasso, Administrator, Laredo
      Brandon Mason, Amarillo, Chairman
      Rodney Goodman, Abilene Administrator
      download presentation

    • Presentation to the TLFFRA Educational Conference

      Keith Brainard, Texas Pension Review Board
      download presentation

    • Building a Relationship with Your Consultant

      Alan Bergin, CFA, Senior V.P. Consultant, FEG Investment Advisors.
      download presentation

    • Monitoring Your Securities Portfolio 2.0

      Premal Amin, Administrator, Austin Firefighters’ Relief and Retirement Fund
      Eduard Korsinsky, Managing Partner, Co-Founder, Levi&KorsinskyLLP / CORE Monitoring Systems LLC
      Ron King, Attorney At Law, Clark Hill PLC
      download presentation

    • Pension Obligation Bonds Panel

      Jim Link, CEBS
      download presentation

    • Clarity in AVUCA World

      James R. Kee, Ph.D., Baylor University
      download presentation