City of Miami

General Employees’ & Sanitation Employees’

Retirement Trust

 

 

 

 

 

Educational & Planning Symposium

 

 

 

January 31, 2014 – February 1, 2014

THE ROSE GORDON BUILDING

2901 BRIDGEPORT AVENUE

WALDEMAR LEE CONFERENCE ROOM

COCONUT GROVE, FLORIDA 33133

TELEPHONE: 305-441-2300    FAX: 305-441-2307

 

 

 

 

Please de advised one or more City of Miami Commissioners may be in attendance. If a person decides to appeal any decision made by the board with respect to any matter considered at this meeting or hearing, he/she will need a record of the proceedings and for such purpose he/she may need to insure that a verbatim record of the proceeding is made, which record includes the testimony and evidence upon which the appeal is to be based.

 

Source: Section 286.0105 Florida Statutes 1980, Municipalities and Municipal Boards

 

In accordance with the American with Disabilities Act of 1990, persons needing a special accommodation to participate in this proceeding should contact Sandra Elenberg, Administrator no later than 7 days prior to the proceeding. Telephone (305) 441-2300 for assistance; if hearing impaired, telephone the Florida Relay service numbers, (800) 955-8771, (TDD) or (800) 955-8770 (Voice), for assistance.

 

 

 


Agenda

Friday, January 31st  

 

2:00 – 3:00                  Insurance Review.pdf

-          Ryan B. Edelson, Sr. Account Executive

Marsh & McLennan Agency/Seitlin

 

3:00                             Wrap-Up                     

 

Saturday, February 1st

 

10:00 – 11:00              Sexual Harassment Educational Session

                                   

11:00 - 12:00               Actuarial Educational Session.pdf

·         Valuation/GASB

-     Jose Fernandez,  Principal and Consulting Actuary

Cavanaugh Macdonald Consulting, LLC

 

12:00 - 12:30               Lunch Break

 

12:30 - 1:30                 Commission on Ethics Educational Session

-          Robert Thompson

Miami-Dade Community Outreach Coordinator

 

1:30 - 2:30                   Disabilities Educational Session.pdf           

-          Peter S. Schwedock, Esq.

 

2:30 - 3:30                   Investment Consulting Educational Session.pdf

·         Money Managers’ Search

- Hilda Thompson and Wally Wilson, Senior Consultants
Southeastern Advisory Services, Inc.

3:30 - 3:45                    Break

 

3:45 - 4:45                   Detroit Pension Fund / CALPERS Educational Session

-          Ronald A. Silver, Legal Counsel

 

4:45 - 5:00                  Roundtable Discussion Wrap Up

                                   Open Discussion - All Attendees     

 

5:00                           Educational & Planning Symposium Concludes


List of Attendees

 

Board of Trustees

 

Calvin Ellis

 

Clarence Graves

 

Anthony Hatten

 

John Hill

 

Caridad Montero

 

Joe Simmons, Jr.

 

Ronald Thompkins

 

Oscar Valido

 

Elizabeth Warwick

 

 

 

_________________________________

 

Guest Speakers

 

Ryan B. Edelson, Senior Account Executive  (Insurance/Broker)

 

Jose Fernandez, Actuary

 

Peter Schwedock, Legal Counsel (Disabilities)

 

Ronald A. Silver, Esq., Legal Counsel

 

Hilda Thompson, Investment Consultant

 

Robert Thompson, Community Outreach Coordinator

 

Wally Wilson, Investment Consultant

 

 

                                       _________________________________                                        

List of Attendees

(continued)

 

 

 

 

STAFF

 

Oscar Alvarez

 

Maria Blandon

 

Sandra Elenberg

 

Edgard Hernandez

 

Marlene Jane

 

Enrique Mesa

 

Christopher Recicar

 

Irma Saldana

 

Alibel Sanchez

 

Elena Valdes

 

                                       _________________________________