CTPF - Key Persons
Chief Financial Officer Alise White The Finance Department is responsible for the annual external and internal reporting of CTPF's finances. Key areas of responsibility include: Monitoring and reporting of expenditures (including member payments and operating expenses). Receipting and depositing of all revenues. Accounting for all assets and liabilities of CTPF through internal and external reporting. Demonstrating the accuracy of CTPF financial records and ensure compliance with accounting methods through the annual external audit process. Coordinating and monitoring the Fund annual actuarial valuation process.
Job Titles:
- Interim Director, IT Infrastructure
Interim Director, IT Infrastructure Dan Oakes The Information Technology (IT) Department is responsible for ensuring the quality, security, integrity and availability of data and information, software, and hardware. The IT Department follows industry best practices for software development standards, project management, and infrastructure improvements. Key areas of responsibility include: Providing staff support, data management, and information security Developing and maintaining a business technology strategy that supports the strategic plans and business requirements of CTPF Ensuring that adequate computing resources provide for efficient operation Implementing appropriate controls and safeguards to manage data/information Ensuring that appropriate procedures are used for the evaluation and selection of purchased software and contracted vendors
Chief Legal Officer Daniel J. Hurtado The Legal Department advises the Board and CTPF staff on legal issues impacting CTPF, both on a day-to-day basis and at Board and Committee meetings. The Legal Department works closely with Board counsel and oversees the work of CTPF's other outside counsel, including litigation, investment, tax, and securities and class action litigation counsel. Organization-wide Legal Key areas of responsibility include: Drafting and updating Board policies Managing CTPF's contract and procurement process Processing FOIA requests Assisting all CTPF departments with legal matters, including legal and regulatory compliance, contracts, human resources issues, litigation matters, interpretation of the Pension Code and other laws, the Open Meetings Act, tax matters, and miscellaneous other legal issues.
Job Titles:
- Director of Employer Services
Director of Employer Services Edgar Samayoa The Employer Services Department oversees the processes and procedures to maintain the integrity of the internal control of all Employer Reporting functions. Key areas of responsibility include: Conducting Employer Audits to ensure accurate contributions are reported on behalf of members. Managing the reporting function for all employers and overseeing the Employer Reporting System portal functions. Ensuring that employer contribution data and funding is received, verified and recorded on behalf of members. Billing for late payroll submissions
Chief Investment Officer Fernando Vinzons The Investment Department is responsible for managing and directing the operations of CTPF's investments in accordance with the Illinois Pension Code, the Investment Policy Statement, the Board Rules, Orders, and Resolutions, and all applicable laws. With the support of the Consultants, the Investment Department provides ongoing performance evaluation and due diligence of all investment managers. The Chief Investment Officer, Investment Staff, and the Consultant act as fiduciaries to CTPF. Key areas of responsibility include: Review asset allocations, investment strategies, strategic planning, performance and recommending new investment opportunities based on CTPF's risk/return profile Setting policies, investment strategies, asset allocations, monitoring results, overseeing the plan and representing the plan on behalf of the beneficiaries Implementing policies, manager structure, manager selection, and manager due diligence Determining the optimal allocation of a portfolio among broad asset classes Completing annual regulatory reports such as the Illinois Economic Report, the Illinois Senate Hearing Questionnaire, and the Governor's Report
Job Titles:
- Director of Administrative Services
Director of Administrative Services Gail Davis The Administrative Services Department is responsible for supporting the work of CTPF across the organization. The Director of Administrative Services also serves as the Election Coordinator for the annual CTPF Trustee Elections, supports the work of the Board of Trustees and manages the member records and imaging functions for the organization. Key areas of responsibility include: Supporting the Board of Trustees and Executive and Leadership Team Management of the CTPF offices Supporting the Board in coordinating Trustee meetings and preparing supporting materials Recording and transcribing meeting minutes Arranging meeting and conference travel Handling Trustee requests Ensuring Trustee annual regulatory compliance and filings Management of member records and imaging
Job Titles:
- Pensioner Trustee Candidate
Jack Silver served as Vice President and Trustee on the Board of the Chicago Teachers' Pension Fund for 15 years. Under his leadership, the pension fund grew from $3 billion to $10 billion. Jack demanded answers from Wall Street money managers that performed poorly and was at the forefront of investigation financial industry conflicts of interest. While others feared challenging powerful Wall Street firms, Jack rose to the challenge of protecting your financial security.
Jack was also one of the leaders in promoting the hiring of minority and women owned brokers and money managers. He has also written articles about pension issues and has been a noted speaker at pension conferences.
He firmly believes the fund should be fully transparent, so that all contributors of the fund can see how their retirement savings are invested. He also is committed to reducing the outlandish fees paid to Wall Street billionaires.
Jack is serving as Chairperson of the Pension-Insurance Committee of the Chicago Teachers Union, which involves educating members on various pension issues and has worked with state legislators and lobbyists on legislation that will protect the benefits of active teachers and retirees. He is also a member of the C.T.U. Executive Board and is also a life time member of both CORE and of RTAC.
Job Titles:
- Financial Secretary
- Member of the Officers Team
- Vice President
Job Titles:
- Member of the Officers Team
- President
Director of Benefits Jenn Pentangelo The Benefit Department is responsible for the day-to-day operations of all benefits administration to ensure member satisfaction, compliance with statutory law, and issuing benefit payments. Key areas of responsibility include: Health Insurance Member Services Pension Benefits and Refunds Death and Disability Benefits Quality Assurance and Compliance
Human Resources Director LaToya Bibbs The Human Resources (HR) Department serves as a resource to all staff by providing a safe and confidential place to discuss any employment-related issues or concerns. HR works closely with employees by bringing new hires onboard, providing staff with developmental opportunities, maintaining a confidential environment, working through conflict resolution, and seeking employee engagement opportunities. Key areas of responsibility include: Partnering with all CTPF staff and managers to oversee various aspects of employment Recruiting for various roles and functions Providing staff with a performance management system Processing employee payroll Ensuring workplace legal compliance and safety Partnering with CTPF Staff to ensure a positive workplace culture
Job Titles:
- Member of the Officers Team
- Recording Secretary
- Pensioner Trustee Candidate
I am Trustee and Recording Secretary Lois Nelson of the CTPF Board, along with Member of Executive Committee, Health Insurance, and Chair of Return to Work Committee. I was an Active Trustee from 2005 until 2010 and a Pensioner Trustee replacing Dr. Pilditch from March 2018 until November 2018. I was fully elected in 2019, and 2021. I'm running again for Re-Election to advocate and protect our pensions that we have earned and our Active Teachers are paying into right now. I am knowledgeable about the Pension Fund Statutes that govern our Fund and I make myself, as a Trustee, aware of day to day issues that affect our Fund in order to make informed decisions at the Trustee Board Meetings when asked to vote. The vote is very important.
Job Titles:
- Pensioner Trustee Candidate
Job Titles:
- Financial Secretary
- Member of the Officers Team
- Vice President
- Pensioner Trustee Candidate
Job Titles:
- Interim Director, IT Applications
Job Titles:
- Director of Communications
Director of Communications Michelle L. Holleman The Communications team manages and produces public-facing communications focusing on three major areas of responsibility: print and online publications, media/community relations, and social media/website outreach. Key areas of responsibility include: Publishing and distributing Pension News to active and retired members three times per year Delivering the annual Economic Impact Statement to state and local legislators Collaborating with the Finance department to create the Annual Comprehensive Financial Report (ACFR) Parsing key information from the ACFR to summarize major activities in the Popular Annual Financial Report (PAFR) Collaborating with the Benefits department to produce an updated Health Insurance Handbook for the Open Enrollment period Digitally distributing Monthly E-News to members and other interested parties Collaborating with the Investment department to illustrate CTPF's diversity efforts in the Governor's and Senate Reports
Job Titles:
- Director of Enterprise Program Management
Director of Enterprise Program Management Richard Anderson The EPMO provides Project Management leadership across the organization, related to the methodology, process, and associated guidelines for the Fund's project portfolio. The EPMO works collaboratively to identify, facilitate, and manage projects within the organization that align with business objectives while minimizing risk, and helping the Fund prepare for the future. Key areas of responsibility include: Management all projects in the Fund's portfolio, ensuring efficient processes, quality assurance, timely completion, and regulatory compliance. Stewardship of the governing process including management of steering committees and prioritization groups. Oversight of Project 125, a transformational, multi-year project to replace the Fund's Pension Administration System.
Job Titles:
- Director of Internal Audit
Director of Internal Audit Sean Hickey Internal Audit is an independent, objective assurance and consulting activity designed to add value and improve an organization's operations. It helps an organization accomplish its objectives by bringing a systematic, disciplined approach to evaluating and improving the effectiveness of risk management, control and governance processes. Under the direct supervision of the Executive Director and the Finance and Audit Chair of the Board of Trustees, the Director of Internal Audit oversees the risk assessment process and the development, implementation, execution and maintenance of the annual internal audit plan. The Director of Internal Audit works with the Executive Director and Senior Fund leadership to ensure the Fund's compliance with all applicable statutory requirements, rules, and internal policies. The Director of Internal Audit is a member of the senior leadership team and serves as an advisor to the Executive Director and senior staff on matters of compliance, business procedures, and effectiveness of internal controls. The Director of Internal Audit will liaise with CTPF's External Auditor.