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

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Wednesday, June 12 through Tuesday, August 20.

Show Date:  

Thursday, June 20

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
Boston, MA

• 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)