2019 Curriculum Theme
The Successful Integration of Risk Management in Public Treasury Management and Finance
*Faculty and speakers are being announced daily. Sessions, faculty, and speakers are subject to change.
Displaying Investments and Pensions track
Day 1: Sunday, July 14
Registration
11:00 a.m.–2:00 p.m.
Session Description: Representatives will welcome participants and provide information and educational resources, as well as assistance with downloading the official NIPF app for use in live polling during course sessions.
Classroom/Location: Gullsway Patio
Welcome to the 2019 National Institute of Public Finance
2:00–2:45 p.m.
Session Description: Welcome and opening message from Andrew K. Benton, President, Pepperdine University; Deryck J. van Rensburg, Dean, Pepperdine University; Fiona Ma, California (Host) State Treasurer (California); and David Damschen, NIPF Co-Chair.
Faculty/Speakers:
Classroom/Location: Large Auditorium
Governance Part I—What are the Ideal Principles of Good Governance and Fiduciary Responsibility (I&P)
3:00–4:15 p.m.
Session Description: This session will focus on identifying the organizational goal, ideals of good governance, identifying challenges and issues, and how to navigate these areas. The session academic lead will introduce relevant research. An expert panel will discuss case studies and relevant best practices and challenges.
Faculty/Speakers:
Classroom/Location: Lecture Room LC150
Keynote/Fireside Chat with 73rd United States Secretary of the Treasury John W. Snow (Core Session)
4:30–5:30 p.m.
Session Description: John W. Snow served as the 73rd Secretary of the U.S. Treasury from 2003 to 2006. During his tenure he led the Bush Administration’s economic team and steered the efforts to pass the landmark 2003 tax legislation which significantly lowered individual tax rates as well as taxes on dividends and capital gains.
Faculty/Speakers:
Classroom/Location: Large Auditorium
Welcome Reception and Dinner
6:00–8:00 p.m.
Day 2: Monday, July 15
Continental Breakfast
8:00–9:00 a.m.
Classroom/Location: session-location-execdining
From the Treasurer's Perspective (Core Session)
9:00–10:15 a.m.
Faculty/Speakers:
Portfolio Construction and Risk Management (I&P)
10:30–11:45 a.m.
Session Description: Learn best practices within Portfolio Construction and Risk Management with a special focus on liability influence. Specific examples will be shared and discussed.
Faculty/Speakers:
Lunch
11:45 a.m.–1:00 p.m.
Fireside Chat: Case Study of an Innovative Plan (I&P)
1:00–1:45 p.m.
Session Description: Hear a first-hand discussion between two Chief Investment Officers around good governance implementation of a system built around risk-sharing with beneficiaries. Review various successes and challenges associated with this model.
Faculty/Speakers:
Positioning for What’s Next (I&P)
2:00–3:15
Session Description: Engage in strategic discussions around what is on the horizon for managing investments. The session will include research and information on key topics that will enable participants to prepare for what may be next.
Strategic Review of Sustainable Investing and ESG Strategies (I&P)
3:00–4:15 p.m.
Session Description: Plenary session with the Executive Treasury Management track. Explore the latest strategies in Sustainable Investing and how successful implementation of these strategies may be achieved in the portfolio.
Faculty/Speakers:
Classroom/Location: Large Auditorium
Reception and Dinner at the Four Seasons Westlake Village
6:30–9:30 p.m.
Day 3: Tuesday, July 16
Continental Breakfast
8:00–9:00 a.m.
Rising to the Challenge: Leadership Fireside Chat (Core Session)
9:00–10:15 a.m.
Session Description: Hon. Glenn Hegar discusses leadership with David Booth, Chairman and CEO of Dimensional Fund Advisors. David has won numerous awards for his accomplishments in applying financial theory and research to the practical world of asset management, and has written numerous articles, particularly for his pioneering work in indexing and small capitalization investing. He has served on the Investment Company Institute’s Board of Governors and the ICI’s Executive Committee. The University of Chicago Booth School of Business was named in his honor and David also serves as a lifetime member of the school’s advisory council.
Faculty/Speakers:
Alignment of Interest and Unintended Consequences (I&P)
10:30–11:45 a.m.
Session Description: Engage in a strategic discussion, focused on Alignment of Interest within the governance models and review unintended consequences that may occur within decision-making and implementation. Topics will include fees and transparency, walkthrough waterfall, and insource vs. outsource.
Faculty/Speakers:
Lunch
11:45 a.m.–1:00 p.m.
Defining Goals and Measuring Results: Benchmarking/Performance Monitoring (I&P)
1:00–2:45 p.m.
Session Description: Explore the key role of benchmarking and importance of monitoring and adjusting this as needed over time. Additionally, this session will focus key components in overall monitoring and performance governance.
Faculty/Speakers:
Elio, Mike; Damschen, David; Sawyer, Andrew; Palmer, Andrew; Carlson, T.J.; Skjervem, John; Garcia, Dominic; Grabel, Jonathan; Keliuotis, Pete; Claisse, John; Brown, Gregory; Park, Abraham; Kownatzki, Clemens; Maietta, Joseph A.; Stevens, Jennifer; Warden, Robert; Gabbitas, Sterling; Hourihan, Kim; Brakebill, Michael; Munday, Shawn; Guimaraes, Arthur
Financing Infrastructure (Combined Session with Public Finance and Investments Track) (I&P)
3:00–4:45
Session Description: The panel will explore how to finance necessary infrastructure and capture infrastructure investment opportunities globally.
Reception and Dinner
6:15–9:30 p.m.
Day 4: Wednesday, July 17
Continental Breakfast
7:30–8:30 a.m.
The Straus Institute Special Program (Core Session)
8:30–9:45 a.m.
CIO and Academic Roundtable: Key Takeaways (I&P)
9:30–11:45 a.m.
Session Description: This session will focus on key takeaways and general Q&A; ask the CIO, key governance principles, and advocating and defending best practices. Investor Board members and Academics wrap up the Program by reviewing key points from the overall sessions and discuss key things they are focusing on going forward.
Faculty/Speakers:
Institute Certificate Presentation and Wrap-Up
11:45 a.m.–12:00 p.m.