Master of Trust Management Standards (MTMS) Session B

Friday, November 22-Saturday, November 23, 2024

San Antonio, TX

Sessions Include:

8:00 AM - 12:00 PM

Leadership

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

Conference brochure coming soon.