File #: 14-9646    Version: 1 Name:
Type: Item Status: New Business
File created: 8/26/2025 In control: Federated City Employees' Retirement System and Federated City Employees' Health Care Trust
On agenda: 9/18/2025 Final action:
Title: Discussion on Federated Retreat Workshop * 5.c.1 - "State of the Pension Fund" - John Flynn, ORS Chief Executive Officer * 5.c.2 - "Navigating Cyber Risk and Board Responsibility" - Peter Dewar, Linea Secure President, and Jake Long, Linea Secure * 5.c.3 - "Strategic Planning Kick Off" - Benita Harper, Aon Associate Partner * 5.c.4 - "Oral Update", Prabhu Palani, ORS Chief Investment Officer * 5.c.5 - "Where Policy Meets Macro: Implications for Asset Allocation" - Bassam Nawfal, Chief Asset Allocation Strategist, Alpine Macro Time Certain: 11:00 a.m. PDT or soon thereafter
Attachments: 1. 5.c.1 - 2025-09-18 - FED SJ ORS State of the Pension Fund -Final.pdf, 2. 5.c.2 - SJ ORS - Linea Secure Board Cybersecurity Workshop FED.pdf, 3. 5.c.3(1) - SJ FCERS Strategic Planning Discussion 9.18.2025 FINAL v2 (1).pdf, 4. 5.c.3(2) - SJ FED Interview Request Memo FINAL 2 pdf.pdf, 5. 5.c.4 - Federated 7 Year Performance Report.pdf
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Title

Discussion on Federated Retreat Workshop

 

•                     5.c.1 - “State of the Pension Fund” - John Flynn, ORS Chief Executive Officer

•                     5.c.2 - “Navigating Cyber Risk and Board Responsibility” - Peter Dewar, Linea Secure President, and Jake Long, Linea Secure

•                     5.c.3 - “Strategic Planning Kick Off” – Benita Harper, Aon Associate Partner

•                     5.c.4 - “Oral Update”, Prabhu Palani, ORS Chief Investment Officer

•                     5.c.5 - “Where Policy Meets Macro: Implications for Asset Allocation” - Bassam Nawfal, Chief Asset Allocation Strategist, Alpine Macro

Time Certain: 11:00 a.m. PDT or soon thereafter