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NASP-Atlanta Symposium & Holiday Party
Wednesday, December 04, 2019, 12:30 PM - 7:30 PM EST
Category: Events

Come network with Atlanta area investment professionals, consultants and pension fund trustees in support of our Symposium & Holiday Party.

DATE: Wednesday, December 4, 2019
LOCATION: The Commerce Club
191 Peachtree Street N.E. , 49th Floor
Atlanta, GA 30309
TIME: 12:30 P.M. – 7:30 P.M.

Registration opens at 12:30 PM
Symposium: 1:00-5:00 PM
Holiday Party: 5:30-7:30 PM

COST: $100 per person (non-NASP members)
$75 per person (NASP members)

Plan Sponsors and Trustees will receive complimentary admission.

A portion of the proceeds from this event will benefit our FAST Track Program for students

https://www.eventbrite.com/e/nasp-atlanta-2019-symposium-holiday-party-tickets-79332271961

NASP Atlanta Chapter Symposium Agenda
Wednesday, December 4th
Commerce Club

1:00 PM-1:25 PM -Opening Remarks President 
-Introduction of NASP President & CEO, Ron Parker

1:30 PM-2:00 PM Pension Basics--What every Trustee Needs To Know
Speaker- Ed Emerson, Pension Attorney, Morris, Manning & Martin LLP
This session is a primer for trustees where we will review the basic role of the plan
board as well as the roles played by outside experts working on behalf of the
plan:actuary, consultant, custodian and investment managers. We will also
discuss the new State of Georgia law regarding trustee education and the
requirements for continuing education credits.

2:00 PM-2:15 PM-- Securities Litigation Discussion
Robert Killorin/James Wilson, Attorneys, Faruqi & Faruqi

2:15 PM-2:55 PM Fireside Chat
Moderator: Edson Edwards, Investment Officer at Federal Reserve
Panelist: Bryan Lewis,Vice President and Chief Investment Officer of US Steel
3:00 PM-3:45 PM Consultant Panel
Moderator: Gwelda Swilley, AndCo Consulting
Panelist: Ian Janacek, CBIZ
Kweku Obed, Marquette & Associates
David Barnes, NEPC
What to Expect Going Forward
In a panel format, hear an open discussion covering expectations of industry, market and economic trends. Topics to include move from defined benefit to defined contribution plans, does Georgia law hinder
asset allocation, what opportunities do you see going forward with your clients, updates on what your firm is doing in the MWDBE space.

3:45 PM-4:25 PM Public Plan Panel
Moderator: Andrew Stevens, Trustee, Fulton County Employees Retirement
Panelists: Charlotte Cagle, Chair of East Point Retirement System
Alfred Berry Jr., Chair of Atlanta General Employees Retirement
Ramona Bivins, Clayton County CFO & Pension Secretary
Issues Facing US Public Plans--This panel will allow trustees to hear from their
colleagues about the issues their plans are facing.This panel will explore the
issues, challenges and areas they are focusing on in a conversational-style
format. Are you considering a new area of investment at your plan? Have a tough
issue you are dealing with? Peer to Peer discussion encouraged.

4:30 PM-5:10 PM
Defined Contribution/Wealth Management Panel
Moderator: Leida Speller, The Piedmont Group
Panelists: Naima Judge, Bank of America
Rob Rumley, Morgan Stanley
Roland Wilson, Nationwide
Embrace the Why: Getting Participants to a Successful Retirement--Defined Contribution
plans can be the foundation of building wealth for retirement; but employer-sponsored
retirement savings is a single factor in an important equation. This panel will discuss
how trustees and plan sponsors can help address other needs critical to plan
participants attaining the level of financial independence necessary for retirement.

5:10 PM-5:20 PM
Closing remarks:
GA State Representative Patti Bentley, Member of GA House Retirement Committee
5:20 PM-5:30 PM--Announcement of 2020-2022 Officers
5:30 PM-7:30 PM--Holiday Party
6:00 PM - 6:20 PM-Remarks
Roosevelt Council, Chief Financial Officer of the City of Atlanta
Robb Pitts, Chairman of Fulton County Board of Commissioners


Contact: Linda Jordan: [email protected] or Yolanda Foreman: [email protected]