City of Miami

General Employees’ & Sanitation Employees’

Retirement Trust






Educational & Planning Symposium




January 31, 2014 – February 1, 2014





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.





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








Oscar Alvarez


Maria Blandon


Sandra Elenberg


Edgard Hernandez


Marlene Jane


Enrique Mesa


Christopher Recicar


Irma Saldana


Alibel Sanchez


Elena Valdes