Investments Institute

Monday, April 23 - Wednesday, April 25, 2012
The Greenbrier, White Sulphur Springs, WV
As the investment environment changes, funds are looking for ways to adapt their strategies to lessen the impact of market volatility. In addition to economic and legislative updates, this year’s institute will assist funds in setting their long-term strategies by discussing how to react to the changing role of consultants, expand their global perspective and respond to the developing trends in asset allocation.

Session Schedule and Handouts*
*Handouts will be available to attendees starting Wednesday, April 18.


About the Greenbrier Resort

Topics  (Download Full Brochure)

  • A Global Economic Outlook
  • Looking at Return Assumptions—2012
  • Effects of Cash Flow and Demographics on Defined Benefit (DB) Decisions
  • "Say What?" —A Review of Advanced Investment Terms
  • Understanding Liability-Driven Investing (LDI)
  • Defined Contribution Plans—Fee Disclosure
  • Roundtable—Investment Decisions
  • The Changing Role of the Consultant—Part I
  • What My Investment Consultant Should Be Doing—Part II
  • The Globalization of Investment Opportunitites
  • Making Alternatives Understandable
  • Defined Contribution Plan Design Trends
  • Becoming Comfortable with Uncomfortable Decisions
  • Impact of the Pension Protection Act on Investment Strategy
  • A Public Sector Case Study in Using a Risk-Budgeting Approach to Investments
  • Developing Trends in Asset Alloction
  • The Legal Struction of Consultant Arrangements

Key Takeaways

  • Learn the latest perspectives and thoughts regarding investment approaches.
  • Take home perspectives on the domestic and global economy as well as the capital markets for discussion with your board.
  • Hear what other funds are doing and why.
  • Get the most up-to-date information on legislation and regulations impacting employee benefit plan investments.

Registration Includes

  • Access to experts in the field
  • Comprehensive take-home materials
  • Three continental breakfasts
  • Beverage breaks

Continuing Education Credit

This program is approved for 19 c.e. credits (the maximum) for the CFA and CIMA designations. For more information please contact Lisa Apmann at (262) 373-7642 or lisaa@ifebp.org.

 

Hotel Information

The Greenbrier

Please contact the hotel directly for new reservations and changes at 1-800-624-6070. Mention the International Foundation and Investments Institute. Rooms and rate based on availability.
Beginning, Thursday, April 12 notify Both the hotel and the Foundation of cancellations.

Who Should Attend

U.S. Program Multiemployer Training Public Employee Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels
  • Trustees from both multiemployer and public sector plans
  • Fiduciaries of VEBAs
  • Key decision makers
  • Managerial staff with recommendation authority
  • Those involved in setting or assisting in developing investment policy

Download the Brochure

Download the full brochure. (PDF)
Registration Information
  Member Non Member

Through 3/12/2012 $1,080.00 $1,305.00
After 3/12/2012 $1,280.00 $1,505.00
 (#13-1213)
Related Products

DMI1PEN~ BooksTopic Like '%Pension%' AND =0

DMI1PEN~ E-LearningTopic Like '%Pension%' AND =0

DMI1PEN~ BooksTopic Like '%Pension%' AND =0