Pension Fund Trustee Training Offered

Pension Fund Trustee TrainingCII, in partnership with CFA Institute, offers Pension Fund Trustee Training on Feb. 27, 2017, 9 AM to 3 PM at the Mandarin Oriental Hotel, Washington, D.C.

Two pension fund trustee training courses covering fundamentals and advanced topics in trustee service (Registration)

Following on the success of our debut pension fund trustee training program last fall, the Council of Institutional Investors (CII) and the CFA Institute are pleased to offer two additional courses for pension fund trustees this winter. Trustees who attended in the fall may want to participate in the second course (see below), which focuses on topics not covered last fall.

Pension fund trustees are welcome to register for one or both courses, and network with each other at lunch in between the sessions. Each pension fund trustee training course is offered to CII member trustees at a special reduced rate of $195 per session (the per-course fee for non-CII member trustees is $395). The program precedes CII’s winter conference in Washington, D.C., Feb. 27- March 1, 2017. Trustees of funds that are members of CII are welcome to attend the winter conference at no extra charge. Separate registration is required to attend the full CII conference, please visit the Events page of our website for more information.

Morning Session 9:00-11:30 AM

Opening Remarks: Kurt Schacht, CFA, Managing Director, Standards and Advocacy, CFA Institute

Pension Fund Trustee Training Course I: Mastering the Fundamentals: Ethical Issues and Basic Investment Skills

Jonathan Boersma, CFA, Head, Professional Standards, CFA Institute
Jeff Bailey, CFA, Senior Director, Benefits, Target Corporation
The first half of this interactive course will review recent ethical dilemmas in the pension fund industry and challenges trustees face with ethical decision-making. Participants will evaluate several fact patterns to sharpen their understanding of fiduciary responsibilities, conflicts of interest, duties of care and loyalty regarding plan participants and the consideration of plan sponsor circumstances. In the second half, discussion will focus on characteristics of risk and return for a multi-class set of assets, common liability structures, setting strategic investment objectives and risk budgeting.

Buffet Lunch (for morning and afternoon participants) 11:30 AM-12:30 PM

Afternoon Session—12:30-3:00 PM

Pension Fund Trustee Training Course II: Advanced Topics in Pension Fund Governance and Investment

J.T. Grier, CFA, Managing Director, Internal Asset Management, Virginia Retirement System For trustees who want to delve deeper, this course will enhance skills needed to drive a long- term focus, design appropriate staff compensation,

For information or to register, please contact Melissa Fader, [email protected] or 202.261.7096.

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