Agenda

January 18, 2021

11:00AM - 11:10AM EST

Chairperson Welcome & Opening Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

11:10AM – 11:55AM EST

Keynote Panel: Post-Election Discussion: Where are We Headed Now?

  • Reflect on potential political and regulatory changes in the coming year and the future impact on trade unions
  • Analyze the investment implications, challenges and opportunities of the election results and how the landscape for pension reform may be impacted
  • Examine how organizations are working towards improving a culture of inclusion and diversity

 

Richard Dahab, CFA, Chairman, CEO
Dahab and Associates

 

11:55AM – 12:10 PM EST
Break

12:10PM – 12:55PM EST

Investments & Liabilities: The Impact of COVID-19 and Future Implications on Taft-Hartley Plans

  • Discuss the impact of COVID-19 on multiple-employer plans
  • Explore the liquidity crisis, ramifications of underfunded pension funds and what plans can do to earn the actuarial assumption
  • Identify action steps for plans to address escalating contribution expenses in a post pandemic world

 

Ronald J. Ryan, CFA, CEO
Ryan ALM Inc.

 

12:55AM – 1:10PM EST
Break

1:10PM – 1:20PM EST

Concurrent Tracks

Pension and Investing

Opening Chairperson Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Opening Chairperson Remarks

Andy Johnson, Fund Administrator

Teamster Center Services Fund

1:20PM – 2:05PM EST

Concurrent Tracks

Pension and Investing

Panel Discussion: Pension Survival in Uncertain Times

  • Discuss strategies to protect and preserve your plan
  • Learn the importance of risk management and asset allocation
  • Analyze the promised benefits of cash flow

Russell D. Kamp, Managing Director
Ryan ALM Inc.

 

Jim Maloney, Director
IPPFA

 

Michael D. Cairns, CEBS, Partner
NEPC, LLC

Health Care

Panel Discussion: Build a Cost-Effective Post Pandemic Health Care Benefit Strategy

  • Learn success strategies for funds to combat continued rising health care costs and provide high quality benefits
  • Examine innovative solutions to effectively incorporate wellness programs into the benefit strategy
  • Evaluate social determinants of health strategies to combat health costs and keep members healthy

 

Travis Smith, President of Health & Welfare Division
Foster & Foster

 

Margaret Rehayem, Director of Initiatives & Programs
National Alliance of Healthcare Purchaser Coalitions

 

Jennifer Sargent, Chief Revenue Officer 
Vera Whole Health  

2:05PM – 2:20PM EST
Break

2:20PM – 3:05PM EST

Networking Lunch with Round Table Discussions

Turn on your video camera and engage in an interactive session on the below hot industry topics. Choose two 20-minute sessions to attend:

2:20PM – 2:40PM EST – session 1
2:45:PM – 3:05pm EST – session 2

Facilitate Programs & Mentorships to Cultivate Change in Your Organization

Moderator:
Russell D. Kamp, Managing Director
Ryan ALM Inc.

Understand Safeguards to Protect Employees & Work Well Remotely
Moderator:
Jim Maloney, Director
IPPFA

Explore the Opportunity of ESG Investing

Moderator:
Michael D. Underhill, Chief Investment Officer
Capital Innovations, LLC

Effectively Meet the Growing Need for Substance Abuse Support
Moderator:
Andy Johnson, Fund Administrator
Teamster Center Services Fund

3:05PM – 3:20PM EST
Break

3:20PM – 4:05PM EST

Concurrent Tracks

Pension and Investing

PBGC Multiemployer Plan Update: The Latest Information on Financials, Reports, Partitions & Guidance

  • Gain an understanding of the multiemployer plan liabilities booked by PBGC and estimates for the future
  • Receive an overview of recent multiemployer plan partitions
  • Obtain a review of multiemployer plan guidance and how it may impact your plan

 

Bruce L. Perlin, Assistant General Counsel, Office of General Counsel
Pension Benefit Guaranty Corporation (PBGC)

Health Care

Health Funds: Post Pandemic and Beyond

  • Evaluate the significant financial impact of COVID-19 on health care funds and how the future landscape may change based on election results
  • Utilize telehealth and other technologies to reduce costs without compromising quality care
  • Explore the culture shift of delayed or stopped care and which control mechanisms the Union can use to offer quality and affordable care

 

William Buividas, Chairman
City of Phoenix Healthcare Benefits Trust Fund

 

Travis Smith, President of Health & Welfare Division
Foster & Foster

4:05PM – 4:20PM EST
Break

4:20PM – 5:05PM EST

Concurrent Tracks

Pension and Investing

Strategize for Conscious Capital for Turbulent Times

  • Learn achievable strategies to attract a critical mass of private capital to solve global challenges
  • Examine Renewable Power, the next opportunity for job creation in the low carbon economy
  • Discover why fixed-income investors will increasingly engage companies on social issues.
  • Discuss how investors will focus more on preparedness and resilience in the face of long-term risks

 

Jim Maloney, Director
IPPFA

Jacques S. Loveall, President & International Vice President
UFCW 8- Golden State

Health Care

Creating A Game Plan for Cybersecurity

  • Learn strategies for uniting security and operations players to work as a team
  • Assess which equipment is most effective to reach your goals
  • Discuss the benefits of incorporating cybersecurity insurance into your strategy

 

Michael Ledbetter, Partner
Ledbetter Parisi LLC

 

Sally Corbin, J.D., CEO
Union Services Agency

5:05PM – 5:20PM EST
Break

5:20PM – 6:05PM EST

Concurrent Tracks

Pension and Investing

Opportunities and Considerations of Infrastructure Investing to Ensure Success

Opportunities and Considerations of Infrastructure Investing to Ensure Success

  • Examine how infrastructure investing has been affected by COVID-19 and beyond
  • Identify new opportunities and investing considerations post pandemic to ensure success
  • Review how infrastructure investing addresses income inflation protection and portfolio diversification

 

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

 

John S. Shanklin, CFA, CAIA, Senior Research Consultant

NEPC, LLC

Health Care

Strategies to Determine & Challenge OverBilling

  • Learn how to gather information about claims and challenge questionable items
  • Discuss how Medicare prices are determined and established
  • Discover how some providers inflate claims and how to challenge those billing methods

 

Patrick J. Pine, Administrator
Robert F. Kennedy Medical Plan, Juan De La Cruz Pension Plan

6:05PM – 6:15PM EST

Concurrent Tracks

Pension and Investing

Closing Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Closing Remarks

Andy Johnson, Fund Administrator
Teamster Center Services Fund

January 19, 2021

11:00AM – 11:10AM EST

Chairperson Welcome and Day One Takeaways

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

11:10AM – 11:55AM EST

Panel Discussion: The Future of Apprenticeship Programs

  • Evaluate how the impact of the pandemic and how to be intentional about keeping the integrity of Unions
  • Discuss recruitment strategies to target the next generation post pandemic and beyond
  • Assess the shared responsibility of incorporating diversity and inclusion programs

 

Jennifer E. Germaine, Founder and CEO 
Germaine Law Firm, PLLC
 

 

Jillian Otten, Director

USA Digital Media LLC

 

David De La Torre, Secretary Treasurer/ Business Agent
LiUNA! Local 261

11:55AM – 12:10PM EST
Break

12:10PM – 12:20 PM EST

Concurrent Tracks

Pension and Investing

Opening Chairperson Remarks & Day One Takeaways

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Opening Chairperson Remarks & Day One Takeaways

Andy Johnson, Fund Administrator

Teamster Center Services Fund

12:20PM – 1:05PM EST

Concurrent Tracks

Pension and Investing

What do the Markets Have in Store for Multiemployer Plans?

  • Analyze the current environment for both domestic fixed income and equities and what global markets can offer multiemployer plans
  • Assess how large growth has dominated and if small value or a new paradigm will shine
  • Learn how multiemployer plans have shifted considerable assets into alternatives and discuss the current environment for private equity, private debt, real estate and infrastructure

 

Bart Carrigan, ERISA Specialist
Union Services Agency

 

Michael D. Cairns, CEBS, Partner
NEPC, LLC

Health Care

Effectively Address the Behavioral Health Crisis

  • Compare how organizations are effectively addressing the increased need for behavioral health support for health plan members and health care workers
  • Discover innovative strategies to successfully engage members in behavioral health programs and ways to measure the effectiveness
  • Discuss the escalation of the addiction crisis and how to combat the stigma of behavioral health needs through member education and community programs

 

Andy Johnson, Fund Administrator
Teamster Center Services Fund

 

Michael J. Devine, Ph.D., Director, Special Investigations Unit (SIU) 
L.A. Care 

1:05PM – 1:20PM EST
Break

1:20PM – 2:05PM EST

Networking Lunch with Round Table Discussions

Turn on your video camera and engage in an interactive session on the below hot industry topics. Choose two 20-minute sessions to attend:

1:05PM – 1:40PM EST – session 1
1:45PM – 2:05pm EST – session 2

Asset Allocation Trends for 2021 and Beyond

Liquid Alternatives, Hedge Funds and Allocating to Managers

2:05PM – 2:20PM EST
Break

2:20PM – 3:05PM EST

Concurrent Tracks

Pension and Investing

Re-Align Retirement Contribution Strategies for Success

  • Discuss the impact of decreased and eliminated contributions due to the COVID-19 crisis
  • Consider the employer and member benefits of transitioning from a defined benefits plan to a variable annuity plan and how to ensure the plan is designed appropriately
  • Explore the benefits of long-term retirement strategies as a key component to a successful investment strategy

 

Randy G. DeFrehn, Chief Executive Officer

DeFrehn and Associates, LLC 

Health Care

Panel Discussion: Innovative Approaches to Engage and Retain Members Post Pandemic

  • Review changes in member engagement and effective health care navigation strategies to meet members where they are at
  • Learn new effective approaches to primary care to increase the quality of care and stretch health care dollars
  • Explore innovative ways to tackle chronic diseases and keep costs low

 

Eric Mueller, GBA, Wellness Director
Heartland Health & Wellness Fund (UFCW Benefit Plan)

 

Matthew McCambridge, Chief Executive Officer
Eden Health

 

Jennifer Sargent, Chief Revenue Officer 
Vera Whole Health 

3:05PM – 3:20PM EST
Break

3:20PM – 4:05PM EST

Concurrent Tracks

Pension and Investing

Navigating Real Estate Investments in a Post Pandemic World

  • Assess the impact of COVID-19 on real estate investments and recommendations for a successful post pandemic investment strategy
  • Examine how the increase in remote working and closed cornerstone properties will impact long-term real estate investments
  • Learn the risks and benefits to keep real estate as a component in an investment portfolio

 

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Utilize New Payment Models to Ensure Member Satisfaction & Rein in Costs

  • Identify ways to minimize the cost of specialty drugs and the cost savings benefit of transitioning to reference-based pricing
  • Explore best practices and lessons learned for implementing new payment models into benefit plans
  • Discuss alternate funding programs for specialty drugs and effective cost saving strategies worthy of consideration

 

Roy Wilkinson, RHU, REBC, President and Chief Executive Officer, 

Wilkinson Benefit Consultants, Inc. 

4:05PM – 4:15PM EST

Concurrent Tracks

Pension and Investing

Closing Chairperson Remarks

Michael D. Underhill, Chief Investment Officer

Capital Innovations, LLC

Health Care

Closing Chairperson Remarks

Andy Johnson, Fund Administrator

Teamster Center Services Fund