Advanced Investments Management

 Advanced Investments Management



 

The Advanced Investments Management course is a 3½-day intensive program that includes formal instruction, interactive case study and small-group work. The course is offered every other year and is designed for individuals who have a solid grasp of investment management fundamentals and seek to learn more. It is assumed you already understand the basic principles of portfolio theory, performance evaluation and risk and return and are already familiar with the primary vehicles for employee benefit plan investments.

While there are no formal prerequisites for this course, those without prior knowledge of fundamental investment topics will most likely find this specialty course too advanced and are encouraged to register for the Portfolio Concepts and Management program.

Session Topics

  • Introduction and Performance Analysis
  • Evaluation of Managers
  • Macroeconomy
  • Alternative Investments: A Discussion and Overview of Hedge Funds
  • Advanced Bond Management
  • Advanced Asset Allocation
  • International Investing
  • Real Estate in a Pension Fund Portfolio
  • Pension Fund Valuation in the New World of Risk

Key Takeaways

  • Engage in a thorough and rigorous program that builds on participants’ existing knowledge base and experience.
  • Learn the latest trends in performance analysis and management.
  • Discuss advanced asset allocation topics.
  • Apply what you have learned in an interactive case study.

Registration Includes

  • Breakfasts
  • Lunches
  • Healthy snacks
  • Beverage breaks
  • Welcome reception

Advanced Investments Management — Refresher Workshop in Core Investment Concepts
Sunday, September 8 (Optional), 1:00 - 5:00 p.m.

If it has been some time since you participated in investments-related course work, this Sunday afternoon refresher workshop will prime your skills for the Advanced Investments Management course. Separate registration fee required. (There will be an option to choose this course when registering for Advanced Investments Management through the link below.)

For course content call Tiffany Ulbing at (262) 373-7652; or e-mail tiffanyu@ifebp.org.

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Hotel Information

Who Should Attend

  • Multiemployer and public plan trustees
  • Administrators and staff
  • Human resources and benefits professionals
  • Corporate officers and executives
  • Finance personnel
  • Investment professionals
  • Fiduciaries from both defined benefit and defined contribution plans
  • Representatives of plans of various types, sizes and geographic areas (United States and Canada)

While there are no formal prerequisites for this course, those without the above knowledge will most likely find the Advanced Investments Management curriculum too advanced and are encouraged to register for the Portfolio Concepts and Management program.


Download the Brochure

Registration Information
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