PAPERS has arranged a special room rate for attendees at the Forum who desire overnight lodging on Tuesday, May 26 and/or Wednesday, May 27.

To receive the group rate of $169 per night and pending remaining availability, reservations must be made on or before 11:59 p.m. on May 4, 2026. To make room reservations on-line, log onto: https://group.hilton.com/bnsbth

To make room reservations by phone, please call Harrisburg Hilton at 717-233 6000, enter Option 1 for new reservations and provide the group code 966.

TENTATIVE AGENDA FOR SPRING FORUM 

From Policy to Practice: IRS Changes and the Future of Public Pensions

A timely and practical session breaking down the latest guidance from the Internal Revenue Service and what it means for compliance, governance, and long-term sustainability in public pension systems.

Pennsylvania Pension Pulse: A 2026 Legislative Update

An inside look at the latest pension legislation in the Pennsylvania and what it means for public plans, governance, and fiscal strategy.

Compliance & Administration Unlocked: Best Practices That Protect and Perform

A practical, forward-focused session on proven strategies that strengthen oversight, streamline operations, and keep your organization confidently compliant.

Cybersecurity 2026: Defending Against a Borderless, AI-Driven Threat Landscape

An executive-level presentation on the evolving global threat environment, emerging industry-specific risks, strategies to reduce breach impact, and how AI-accelerated attacks are reshaping modern cyber defense.

Cost Efficiency, Governance, and Fiduciary Excellence

This session explains how a Total Cost of Ownership (TCO) framework looks beyond management fees to uncover cost drivers across the entire investment value chain. Participants will learn how integrating TCO into governance practices strengthens oversight, improves net returns, and helps trustees fulfill their fiduciary responsibilities with confidence.

Active, Passive and Everything in Between?

This session explores how to evaluate active and passive equity managers, what truly drives performance, and the often-overlooked cost of taking risk. We’ll examine why passive strategies have outperformed many active managers since 2010—and what that means for building a smarter, more cost-effective portfolio.

The Golden Age of Behavioral Biases: How Psychology drives markets and fuels extremes.

This session examines how behavioral biases shapes market cycles, investment outcomes, and everyday decision making. It challenges the assumptions that fundamentals alone drive markets and shows how psychology fuels booms and busts. You will get a framework to think more probabilistically and navigate uncertainty better with greater discipline and make stronger decisions

Brick by Brick: Investing in the Future of Housing

Despite years of headlines warning about a national housing shortage, many local markets are facing pockets of oversupply. How can both be true? This session explores the demographic shifts, affordability pressures, and migration trends reshaping housing demand across the country. We’ll also examine how technology, evolving consumer preferences, and declining home affordability are accelerating growth and innovation in the for-rent sector — and what it means for real estate investors looking ahead.

AI Adoption: The Macro Shock of the Decade

In a short period, AI (artificial intelligence) has advanced from novelty to an integral part of workflows, often matching or surpassing human performance in areas such as image classification, algorithm design, and data analysis.