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Documentation_Pension General_Tab 18_11/06/2006
ASSOCIATION TRUSTEES PENSION PUBLIC FLORIDA FPPTA Upcoming Events Trustees School October 8 - 11, 2006 Tradewinds Resort 800-808-9833 St. Petersbur Trustees School January 28 - 31, 2007 Amelia Island Plantation (new dates) 800-874-6878 Fernandina Beach Conference June 24 - 27, 2007 Registry Resort 800-247-9810 Naples Trustees School October 7 - 10, 2007 PGA National 800-633-9150 Palm Beach Gardens Trustees School January 27 - 30, 2008 Sawgrass Marriott 800-457-GOLF Ponte Vedra Beach Conference June 29 -July 2, 2008 ChampionsGate Orlando Revised July 2006 FPPTA 2946 Wellington Circle East, Suite A Tallahassee, Fl 32309 800-842-4064 Fax 850-668-8514 www.fppta.org ~ptanf~ tp a.org Lois cr,,fppta.or~ Kimnfppta.org t~.I.dd3 ~9 OO uoi~etaoss~ saa~sn~,L uotsuad aitgnd ~pi.~ot3 6ao'eTdd~'MMM :ails qaM 6ao•eTdd~o~eTdd~ :llew-~ ~T58-899-OS8 :xed b90t~-Zb8-008 60828 eplao~d 'aasseyellel d aT!nS Tse3 al~alJ uoT6ulllaM 9~6Z b'lddd •waTs/~s uotsuad ~llgnd ayT aoT uo!Tewao~ul pue uolTe~npa 6u!plnoad ~o asodand ay} ao~ paysllgeTsa uaaq sey ylddd ayl ~LIauIa~L'~S LIOiSSij~ •waTs~(s TuawaalTaa ano% u! aagwaw 6ulTnglaTuo~ a se aloa ~Ge!~npd anon( a~ueyua lllM wea6oad s!yT u! uo!Te~~!Taa~ 6ululeTTb' •spaeoq Tuawaa!Taa alayT To Tuawa6euew ayT u! aTed!~lTaed ~lln~6uiueaw pue ~(lanlT~e oT alge aq lllM (ayT TeyT os 'slenplnlpu! pawao~ul-llaM To Tuawdolanap ayT oT an!~npuo~ s! 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Wall Street, The Fed and Others Economics of Investing Investment Definitions & Benchmarks Basic Duties & Responsibilities of Selecting a Money Manager The Underperforming Manager Trustees Overview of Florida Law Developing & Implementing an Active Fixed Income Strategies 112 - 175 - 185 Investment Policy Meeting Protocol Market Cap/Style Cycles Using Hedging Strategies Introduction to Stocks Drop Plans Market Sectors Introduction to Bonds Investment Impact on Your Fixed Income Alternatives: Actuarial Valuation Real Estate, High Yield Bonds, Asset Allocation International Investment Options Global Bonds Benchmarking Fundamentals Active vs. Passive Costing of Benefits Enhancements Pension Fundamentals: The Bond Market Risk Management Panel Discussion Stock Investing Military Entitlements Portfolio Diversification & Performance Reporting Rebalancing Types of Pension Plans Portfolio Review Case Study Disability Panel Discussion Panel Presentation Financial News Resources Ethics For Pension Trustees Execution Costs Equity Analysis/Growth-Value Fiduciary Homework - A Trustee's Disability Procedures View Basic Review Session Intermediate Review Session Advanced Review Session -~ .. 8:00 - 10:30 a.m. Exams for Basic, Intermediate and Advanced 8:00 - 12:00 p.m. Attorney's Day -Seven sessions presented by FPPTA member Attorney's ~ ~ ~ • ~ . . ~. .. A Trustees Paradigm: Chasing Returns FPPTA Actuarial Panel Institutional Real Estate New SEC Fiduciary Ruling Overview of Alternative Investing Manager Selection and Do Diligence Conflicts of Interest Involving Board Service Providers Institutional Corporate Governance Program Health Insurance & Health Supplements FPPTA Investment Panel Small Cap Value Investing FPPTA Consultant Panel © by FPPTA