Investments and Pensions Track

NIPF classroom sessionThe National Institute of Public Finance includes an intensive public finance curriculum, providing crucial insight into current public finance issues; developing the skills required for the future, free from commercial influence; and sharing ideas, best practices, and cutting-edge strategies.  Participants in the Investments and Pensions track will complete four core sessions, along with eight track-specific sessions.

Courses are being updated weekly.  View the updated curriculum and agenda for Investments and Pensions track participants below.

Day 1
Jul 23 2017

Hotel Registration at the Four Seasons Westlake

Buses will be departing for Pepperdine University beginning at 11:00 and leaving every 30 minutes with the last bus leaving at 1:30 for the Institute.

National Institute of Public Finance Registration at Villa Graziadio, Pepperdine University

NIPF Registration materials and light snacks will be available.

Welcome to the 2017 National Institute of Public Finance

van Rensburg, Deryck J.
Andrew Benton, President, Pepperdine University
Benton, Andrew
John Chiang
Chiang, John
Vermont Treasurer Beth Pearce
Pearce, Beth
Oklahoma Treasurer Ken Miller
Miller, Ken

Governance: Key Players and Models within the Investment Universe (IP)

Engage in a timely discussion on overall governance structures featuring overall oversight infrastructure, delegation of authority tiers, key investment organizational roles, effective board management, and much more. Introduction Dr. Abraham...
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John D'Agostino
D’Agostino, John
Urdan, Jennifer
Dr. Abraham Park
Park, Abraham
Bryan Lewis
Lewis, Bryan
Mark Gordon
Gordon, Mark
Williams, Ash

Fireside Chat with 70th United States Secretary of the Treasury Robert E. Rubin

Learn about new challenges; how to assess, respond, and proactively approach changes; and how to move forward with a winning strategy.
Rubin, Robert E.
Oklahoma Treasurer Ken Miller
Miller, Ken

Break, Buses Depart for Dinner

Shuttle buses will begin to depart for dinner at 5:45 p.m.

Welcome Group Dinner

Shuttle buses will begin to depart for the hotel and villa at 8:00 p.m.
Day 2
Jul 24 2017

Continental Breakfast

Shuttle buses will begin to depart for Pepperdine at 7:00 a.m.  Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.

From the Treasurer’s Perspective: Meeting Challenges and Operating Effectively in the Modern World of Public Finance (Core Session)

Engage in a unique, interactive experience featuring treasurers and treasury management perspectives from across the nation.  Take part in an interactive survey experience involving real treasurer’s scenarios from operating in...
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Ganeriwala, Manju
Hegar, Glenn
Mark Gordon
Gordon, Mark
Deb Goldberg
Goldberg, Deb
Vermont Treasurer Beth Pearce
Pearce, Beth

Putting the Pieces Together: Overall Portfolio Construction and Risk Management Resources (IP)

Asset allocation is the primary determinant of an institution’s long term investment performance.  Asset allocation balances risk and reward through the apportionment of a portfolio’s assets between investment categories to...
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David Richter
Richter, David
Kristen Doyle
Doyle, Kristen
Gulmaraes, Arthur
Guimaraes, Arthur
Jonathan Grabel
Grabel, Jonathan
Dr. Abraham Park
Park, Abraham
Michael Frerichs
Frerichs, Michael

Traditional Investments—Part I: Breaking Down Traditional Investments and the Fixed Income Landscape (IP)

Explore and review foundations of Traditional Investments and Fixed Income, and their importance within the overall portfolio. Session Leaders Dr. Gregory Brown, Professor of Finance, Sarah Graham Kenan Distinguished Scholar...
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Veroude, Alex
Wright, Alex
Palmer, Andrew
Dr. Gregory Brown
Brown, Gregory
Khouri, Nick

Traditional Investments—Part II: Continuing to Break Down Traditional Investments and the Public Equities Landscape (IP)

Explore and review foundations of Traditional Investments and Public Equities, and their importance within the overall portfolio. Session Leaders Dr. Gregory Brown, Professor of Finance, Sarah Graham Kenan Distinguished Scholar...
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Vargova, Mariela
Wilson, Andy
Ken Masse
Masse, Kenneth A.
T.J. Carlson
Carlson, TJ
Dr. Gregory Brown
Brown, Gregory
Magaziner, Seth

Break, Return to Hotel

Shuttles will begin to depart for the Hotel at 4:15 p.m. with the last bus departing for Villa guests at 5:45 p.m. for dinner.

Luau Reception and Dinner at the Four Seasons Westlake Hotel

Shuttle bus for Villa Graziadio guests will depart at 9:00 p.m.
Day 3
Jul 25 2017

Continental Breakfast

Shuttle buses will begin to depart for Pepperdine at 7:00 a.m.  Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.

Rising to the Challenge: Leadership in Treasury Management and Meeting New Industry Challenges with a Fresh Perspective (Core Session)

Gain a new perspective on leadership in the 21st century, as we explore the necessary levels and attributes of successful leadership in public treasury management.  The session will be led...
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Singh, Sukhsimranjit

CIO Roundtable: From the CIO Perspective – The Use of Active Management and Alternative Investments (IP)

This session will explore types of alternatives and reasons for using each, including private equity, private credit, hedge funds, and real assets; along with how to allocate among them (portfolio...
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Wolfson, Jeremy
Larry Schloss
Schloss, Larry
Sawyer, Andrew
Michael Brakebill, CIO, Tennessee
Brakebill, Michael
T.J. Carlson
Carlson, TJ
Palmer, Andrew
Dr. Gregory Brown
Brown, Gregory
Jonathan Grabel
Grabel, Jonathan
Dr. Abraham Park
Park, Abraham

Alternative Investment Universe: Strategic Overview of Alternative Investments and Their Importance Within the Overall Portfolio – Part I (IP)

Join engaging alternative asset class breakout sessions with custom case studies, and a group discussion on overall alternative asset-class themes. Introduction Shawn Mundy, Professor of the Practice of Finance, Executive...
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Smith, Lincoln
Rob Kochis
Kochis, Rob
Myles Gilbert
Gilbert, Myles
Michael Elio
Elio, Michael
Shawn Munday
Munday, Shawn

Alternative Investment Universe: Strategic Overview of Alternative Investments and Their Importance Within the Overall Portfolio – Part II (IP)

Join engaging alternative asset class breakout sessions with custom case studies, and a group discussion on overall alternative asset-class themes. Introduction Shawn Mundy, Professor of the Practice of Finance, Executive...
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Alternative Investment Universe: Debrief and Key Findings – Part III (IP)

Introduction by Dr. Shawn Mundy; updates and key findings by each breakout group leader.

Break, Shuttle Buses Depart for Dinner

Light snacks and drinks will be served. Shuttle buses depart for the Reagan Library, beginning at 5:15 p.m.

Reception and Dinner at the Reagan Library – Sponsored by AIF Global, AIF Institute, Kaplan Fox, and Kayne Anderson Capital Advisors, L.P.

Shuttle buses will begin to depart for the Reagan Library at 5:15 p.m. Self-guided tours of the Library and Air Force One are available from 6:15 – 7:30 “Views and...
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Day 4
Jul 26 2017

Continental Breakfast

Shuttle buses will begin to depart for Pepperdine at 6:45 a.m.  The last bus will depart at 7:45 a.m.

High-Integrity Leadership Creates the Good Society: A Moderated Discussion of Readings, Led by the Aspen Institute (Core Session)

In a format designed to expose attendees to the Aspen Institute’s method of text-based dialog, this session features a moderated discussion about the reading and personal interpretations of how it...
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Simpson, Jennifer

The Investments and Pensions Scorecard: Moving Oversight, Reporting, and Performance Evaluation to the Win Column (IP)

Introduction and Wrap Up Dr. Abraham Park, Pepperdine University Panelists Ron J. Henson, Treasurer, State of Louisiana Mark Gordon, Treasurer, State of Wyoming Michael Brakebill, CIO, Tennessee Consolidated Retirement System...
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Sean Gill
Gill, Sean
Michael Brakebill, CIO, Tennessee
Brakebill, Michael
T.J. Carlson
Carlson, TJ
Dr. Abraham Park
Park, Abraham
Henson, Ron J.
Mark Gordon
Gordon, Mark

Institute Certificate Presentations, Wrap-up and Box Lunches

Join Treasurer Ken Miller and Treasurer Beth Pearce for the conclusion of the 2017 National Institute of Public Finance.  Box lunches will be available. Shuttle buses to airport begin to...
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Vermont Treasurer Beth Pearce
Pearce, Beth
Oklahoma Treasurer Ken Miller
Miller, Ken