Master of Trust Management Standards (MTMS) Session B

Friday, November 22-Saturday, November 23, 2024

Grand Hyatt San Antonio,

San Antonio, TX

Sessions Include:

Conference brochure coming soon.

8:00 AM - 12:00 PM

Leadership

Michael Gillis
Managing Director
MRG Associates
Bobbi Taillefer
Executive Director
Saskatchewan Teachers' Federation

1:00 PM - 4:30 PM

Strategic Planning

Marg Romanow, R.N., CEBS, MTMS, ICD.D, Q.Arb, Q.Med
Pension Board Trustee on two Jointly Sponsored Pension Boards
Darryl Mabini
Assistant Vice President, Stakeholder Engagement and Research
Healthcare of Ontario Pension Plan (HOOPP)

8:00 AM - 12:00 PM

Risk Management

Sheri Wright, ICD.D
Chief Strategy Officer
Special Forces Pension Plan (SFPP)
Peter Muldowney
Senior Vice President, Head of Institutional & Multi-Asset Strategy
Connor, Clark & Lunn Financial Group

1:00 PM - 1:30 PM

Q&A Panel

1:30 PM - 1:50 PM

Capstone Mock Board Preparation

2:00 PM - 3:30 PM

Capstone Mock Board

3:40 PM - 4:00 PM

Takeaways—Key Learnings