29th Annual Pension & Financial Services Conference

Houston, Texas
Monday, June 04, 2018
To See Full Conference Agenda - Click Here 


Monday - June 4, 2018  

Morning Breakout Sessions:

THE NASP INSTITUTE (TNI) -
open to Pension, Foundation & Endowment Trustees and Investment Staff Only

The NASP Institute is a robust educational forum exclusively for members of the pension plan, foundation, and  endowment community. The specific courses are designed to serve a wide range of skill levels and are in an  instructional style format. 

Learning Objectives:

After completing this course, you should be able to:

  • Develop and apply a framework for creating a culture based on ethics, integrity, and professionalism within your organization
  • Identify and define three traditional and alternative asset classes
  • Differentiate between market trends in the areas of active management, passive management, and multi-asset strategies
  • List two benefits to developing new strategies for asset allocation, risk management and fees

 
Number of CPE Credits: In partnership with PFM Asset Management LLC, NASP is pleased to offer five (5) CPE credit hours for The NASP Institute program. 4 credits are offered for finance as the field of study. 1 credit is offered for Ethics as the field of study.

Prerequisites: Basic knowledge about fiduciary responsibility and corporate governance within the financial industry.
Who Should Attend: The specific courses are designed to serve a wide range of skill levels. All members of the pension plan sponsor community, endowments and foundations – trustees, executive directors, chief investment officers, investment directors, treasurers and all other investment-related staff are welcome and encouraged to attend.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live
 
http://www.nasphq.org/content_images/CPERegistry_logo(1).jpg

PFM Asset Management LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


Please click HERE to view important information about the 5 Continuing Professional Education (CPE) Credits being issued for 2018.


Monday - June 4, 2018


  • Professional Development Series (PDS)
  • Africa Financial Summit (AFS)  
Fireside Chat Luncheon

One-On-One Career Coaching

VIP Reception

Late Night Dessert Reception


Tuesday - June 5, 2018  

Concurrent Tracks:
  • Institutional Asset Management & Brokerage
  • Municipal Finance
  • Defined Contribution
Main Stage Plenaries & Keynote Speakers
  • Economic Outlook
  • Welcome to the Oil Patch: Opportunities in Energy
  • Unconscious Bias
  • CIO "Predictions"
Joyce Johnson Award Luncheon  

Travers Bell Award Ceremony  

Wednesday - June 6, 2018  

Concurrent Tracks:
  • Institutional Asset Management & Brokerage
  • Municipal Finance
  • Defined Contribution
Main Stage Plenaries & Keynote Speakers
  • Big City Issuers - Politics, Investments and Opportunities
  • The Latest Trends in Fintech
  • Foundation/Endowment CIO Roundtable
Maynard Jackson & Pacesetter Awards Luncheon


 

Contact Information

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