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CAPPP - Employee Pensions - Part II Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Thursday, June 8 through Tuesday, August 15. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Thursday, June 15

8:00 AM – 12:00 PM

CAPP201  Plan Design

Mark C. Olleman, EA, FSA, MAAA Instructor
Consulting Actuary and Principal
Milliman Inc.
Seattle, WA

• Adequacy funding and risks of retirement • An overview of basic retirement plan components • The features unique to public plans • The structure of alternative plan designs • A review of the legislative landscape • Case studies (#24—Public Plans)

1:00 PM – 5:00 PM

CAPP202  Investments

Wendell L. Perkins, CFA Instructor
Senior Managing Director and Senior Portfolio Manager
Manulife Asset Management
Chicago, IL

• Setting goals and objectives for developing an investment policy • Asset allocation strategies • An explanation of asset classes • Selecting and monitoring investment performance • Components of an investment report (#24—Public Plans)