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Frisco, TX The Summer Educational Forum will provide a full agenda of pre-conference training, education, and networking. TEXPERS is a statewide voluntary non-profit association that provides education and legislative advisory services to the Trustees, administrators, professional service providers and employee groups that manage the retirement money of police, firefighters, municipal and district employees in cities […]

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Scottsdale, AZ The Leadership Conference of Women Religious (LCWR) is an association of the leaders of congregations of Catholic women religious in the United States. The conference has about 1350 members, who represent nearly 80 percent of the approximately 45,600 women religious in the United States.  LCWR serves as a resource to its members, as well as […]

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Berks County, PA The CCAP Annual Conference is the Association’s major educational Conference and trade show for county issues and services. The Conference program is packed with dynamic speakers, interesting and timely breakout sessions and dedicated time to spend in the exhibit hall with vendors interested in business with counties. AndCo Conference Speaker:  Chris Brokaw, […]

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Breinigsville, PA The Pennsylvania State Association of County Controllers (PSACC) is a statewide, non-partisan, non-profit organization comprised of the Controllers from 38 Counties across the Commonwealth, their deputies, solicitors, and staff. The Association strives to educate and inform its membership. AndCo Conference Speaker:  Chris Brokaw, CFA®

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Orlando, FL This is the 35th FPPTA Annual Conference which draws approximately 2,000 people every year. The conference focuses on a macro-perspective of the industry and public pension landscape over two and one-half days of speakers. Attendees spend time learning from one another on various ways to protect and grow municipal pension plans.

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Fort Lauderdale, FL This conference is put on by the law firm Klausner, Kaufman, Jensen and Levinson to educate public fund trustees regarding investment, administrative, actuarial and legal items all trustees should be familiar with while serving their Boards. Local and State Retirement Systems from around the country will be in attendance learning from presenters […]

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“The Great Debate – Passive vs. Active Investing” CFA Society Orlando at the downtown Orlando Citrus Club. Mike Welker of AndCo Consulting moderated a panel that included professionals from both the active and passive side providing perspectives regarding both active and passive investment strategies.  Please click this link for “The Great Debate – Passive vs. Active Investing” […]

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The Untold Story of Trailing Returns

March 21, 2019

Author Name By AndCo

Whether you’re reviewing investments as a trustee or tasked with picking your own options as a defined contribution participant, the start of your evaluation process is likely the same: “What do the trailing returns look like?”  In other words, are the 1, 3, 5 & 10-year trailing performance numbers better, worse or largely similar relative […]

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Hollywood, FL The FGFOA annual conference is held each June in various locations throughout the state. Approximately 1,200 local government finance officials from across Florida attend this meeting to share ideas, attend educational workshops and sessions, and earn continuing education credits. Attendees: Jacob Peacock & Paul Murray

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Bellaire, MI Michigan Association of Public Employee Retirement Systems, MAPERS, was established to provide educational training and legislative updates to trustees of Public Employee Retirement Systems within the State of Michigan. Attendees:  Brian Green, Mike Holycross, Chris Kuhn, Paul Murray & Mary Nye

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