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The Untold Story of Trailing Returns

March 21, 2019

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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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Tallahassee, FL The 40th Annual Police Officers and Firefighters’ Pension Trustees’ School will be held on April 30 – May 2, 2019, at the Augustus B. Turnbull, III Florida State Conference Center in Tallahassee, Florida. Speakers:  Dan Johnson & Tyler Grumbles

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Austin, TX The Texas Association of Public Employee Retirement Systems (TEXPERS) provides education and legislative advisory services to the trustees, administrators, professional service providers and employee groups that manage the retirement money of police officers, firefighters, and municipal and district employees in cities across Texas. Attendees: Tony Kay & Jack Evatt

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19th Annual FPPTA Wall Street Program

March 20, 2019

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New York, NY This four-day field trip to NYC was first conducted in the spring of 2000, and it’s been full to capacity each year since. Participants benefit from 2 days of interactive classes using games and role playing to focus on investments, capped by a tour of the New York Stock Exchange. Speaker:  Dave […]

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Dauphin County, PA The County Commissioners Association of Pennsylvania (CCAP) is a statewide, nonprofit, bipartisan association representing the commissioners, chief clerks, administrators, their equivalents in home rule counties, and solicitors of Pennsylvania’s 67 counties. Attendees: Chris Brokaw & Chris Pipich

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Athens, GA The GAPPT Trustee School offers trustees and plan administrators the opportunity to earn a Certified Public Pension Trustee (CPPT) designation. Participants gain a greater understanding of investment principles and enhance their fiduciary abilities as an active pension plan Board Member. Speaker:  Paul Murray

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Many professions have their own expressions and acronyms that are freely used to communicate effectively with other colleagues and industry participants. This specialized diction creates an obstacle that hinders understanding for non-industry professionals, and when asking questions feels uncomfortable or difficult, “head-nodding” often ensues, and that action outwardly implies comprehension. Unfortunately, the financial services industry […]

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“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.”  – H. Jackson Brown Jr A couple of weeks ago, caravans of kids across America dressed as their favorite characters and canvassed the streets with a singular declaration. After a few hours […]

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