HomeMy WebLinkAboutDocumentation_Pension Public Safety_Tab 25_11/08/2005
September 29, 2005
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FLORIDA LEAGUE OF CITIE~~~NC.
We are pleased to enclose an invitation to the Florida Municipal Pension
Trust Fund (FMPTF) and the Florida Municipal Investment Trust (FMIvT)
Member workshops. While these workshops are specifically designed for
the members of our Trusts, we would encourage your participation to learn
more about these League services.
Members and non-members are invited to attend one or both seminars.
There is no registration fee. Lunches and Wednesday evening reception are
• included.
Please complete the registration form and return to our office by November
15, 2005. Make your hotel reservations directly with the Jupiter Beach
Hotel.
We look forward to seeing you there!
Jeannie Garner
Director of Financial Services
•
PresidentJulio Robaina, Council President, Hialeah
First Vice President Rene Flowers, Councilwoman, St. Petersburg • Second Vice President Frank Ortis, Mayor, Pembroke Pines
Executive Director Michael Sittig • General Counsel Harry Morrison, Jr.
301 South Bronough Street, Suite 300 • P.O. Box 1757 • Tallahassee, FL 32302-1757
(850) 222-9684 • Suncom 278-5331 • Fax (850) 222-3806 • Web site: www.flcities.com
The Florida League of Cities
Announces the
Florida Municipal Pension Trust Fund (FMPTF)
and
Florida Municipal Investment Trust (FMIv~
Member Education Seminars
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hese FREE seminars will provide a
uniquelearning experience about your.
city's retirement and investment assets.
On Wednesday, November 30, 2005, learn
about the. investment and operations of your city's
FMPTF retirement plans. On Thursday, December
1, 2005,you will learn ways to maximize the
return for your. local government's operating
assets utilizing the FMIvT funds. Hear how recent „~„",,,, ~~
economic events affect your city's investments. ~~
Ask the questions you've always wanted
answered. And much more!
9:00 a.m. - 9:15 a.m. WELCOME AND INTRODUCTION
Jeannie Garner, Director of Financial Services
Florida league of Cities
9:15 a.m. - 9:30 a.m. FMPTF OVERVIEW
Paul Shomoun, Retirement Services Manager
Florida League of Cities
9:30 a.m. - 10:15 a.m
10:15 a.m. - 10:45 a.m
0:45 a.m. - 12:15 p.m
12:15 p.m. - 1:15 p.m
ACTUARIAL UPDATE
Charles T. Carr, Consulting Actuary
Southern Actuarial Services
ECONOMIC OUTLOOK
Chip Reames, Managing Partner
Atlanta Capital Management
INVESTMENT MANAGEMENT
Chip Reames, Managing Partner
Greg Coleman, CFA, Partner
Jim Womack, CFA, Vice President
Mary McTague, Vice President
Atlanta Capital Management
COMPLIMENTARY LUNCH
1:15 p.m. - 1:45 p.m. INVESTMENT MANAGEMENT ~Continued~
Jason Brant, Vice President, Institutional Asset Advisor
AllianceBernstein Institutional Investment Management
1:45 p.m. - 2:45 p.m. PERFORMANCE MONITORING
Jason Pulos, CFA Director, Asset Consulting Group
Asset Allocation Process
2:45 p.m. - 3:15 p.m. DEFINED CONTRIBUTION 8~ DEFERRED COMPENSATION PROGRAM
Paul Shamoun, Retirement Services Manager
Florida League of Cities
15 p.m. - 3:30 p.m. WRAP UP AND QUESTIONS
6:00 p.m. - 7:OO p.m. JOINT RECEPTION - FMPTF AND FMIvT ATTENDEES
8:00 a.m. - 9:00 a.m. CONTINENTAL BREAKFAST
.AGENDA
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ipal.;
meet Trust
9:OO a.m - 10:00 a.m. CONTINENTAL BREAKFAST
10:00 a.m. - 10:15 a.m. WELCOME AND INTRODUCTION
Jeannie Garner, Director of Financial .Services
Florida League of Cities
-10:15 a.m. - l 0:30 a.m. FMtvT OVERVIEW
Darlene Maloney, Associate Director of Financial Services
Florida League of Cities
10:30 a.m. - 1 l :00 a.m. ECONOMIC OUTLOOK
Chip Reames, Managing .Partner
Atlanta Capital Management
1 1.:00 a.m. - 11:30 a.m. OPERATING FUNDS 101
Jim Womack, CFA, Vice President
Atlanta Capital Management
1:30 a.m. - 12:00 noon FMIvT ENHANCED CASH:
LEARN HOW THIS FUND CAN COMPLEMENT YOUR PORTFOLIO
Dallas Ebel, Vice President
Banc of America
12:00 noon - 1:00 p.m. COMPLIMENTARY LUNCH
1:00 p.m. - 1:30 p.m. OVERVIEW & PHILOSOPHY OF FMIvT BOND FUNDS
Jim Womack, CFA, Vice President
Atlanta Capital Management
1:30 p.m. - 2:00 p.m. BUILDING A LADDERED PORTFOLIO WITH FMIvT FUNDS
Jim Womack, CFA, Vice President
Atlanta Capital Management
1:30 p.m. - 2:00 p.m. PERFORMANCE MONITORING & ROLE OF FMIvT CONSULTANT
Jason Pulos, CFA, Director
Asset Consulting Group
2:45 p.m. - 3:00 p.m. WRAP UP AND QUESTIONS
Darlene Maloney, Associate Director of Financial Services
Florida League of Cities
•
1
PLEASE J41N US AT THE JUPITER BEACH RESORT!
have secured a s cial rate of $141 r ni ht, sin le or double for seminar artici nts. Be sure b
Pe Pe 9 9 P Pa
mention the Florida League of Cities meeting when making your reservations.
The Jupiter Beach Resort offers the perfect resort destination, located on the Atlantic coastline along 1,000
feet of private beach. Just 12 miles from downtown West Palm Beach, with direct highway access to Inter
state 95 and the Florida Turnpike, the resort is surrounded by worlcklass golf, dining, shopping, and other
recreation. The Jupiter Beach Resort offers easy access to three area airports: 20 minutes from Palm Beach
International, 45 minutes. from Fort Lauderdale International and 1.5 hours from Miami International.
The Jupiter Beach Resort
5 North A 1 A
Jupiter, Florida 33477
1-(800) 228-8810
www.jupiterbeachresort. com
V
YOU WILL BE RESPONSIBLE FOR MAKING YOUR OWN HOTEL RESERVATIONS.
Cut-off date for accommodations: October 28, 2005.
------------------------------------------------------------------------
SEMINAR REGISTRATION FORM
!L. NAME:
FIRST NAME OR NICKNAME:
TITLE
MAILING ADDRESS:
CITY:
E-MAIL:
FAX:
AFFILIATION:
STATE:
WORK NUMBER:
CERTIFICATION (i.e. CPA, CGFO):
ZIP:
FMPTF -Wednesday, November 30, 2005 (9:00 a.m. - 3:30 p.m.)
FMIvT -Thursday, December 1, 2005 (10:00 a.m. - 3:00 p.m.)
Reception -Wednesday, November 30, 2005 (6:00 p.m. - 7:00 p.m.)
Staying at the hotel (make your own reservation)
Please send the seminar registration form to Penny Mitchell by fax to (850) 222-3806, or by mail to the
address below.
Special. Needs: If you are physically challenged
For more information contact: and require special services, or if you have special
Penny Mitchell dietary needs, please attach a written description
F rida League of Cities, Inc. of those needs to your registration form.
Box 1757, Tallahassee, FL 32302
Phone: 1- (800) 616-1513, ext. 241
E-mail: pmitchellCflcities.com