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

Session handouts were available to registered attendees from Monday, October 16 through Thursday, December 21. Please contact if you have questions or need assistance.

Show Date:  

Saturday, October 21

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)