Investments Institute

Key Takeaways

• Obtain access to perspectives from industry experts
• Hear from your peers on what other funds are doing
• Take home an outlook on the global economy as well as capital markets.
• Learn the latest perspectives and thoughts regarding investment approaches.
• Understand your portfolio’s objectives and ways to get the greatest return.

Session Topics

• A Global Economic Outlook
• Asset Allocation: How Did We Get Here?
• Return Assumptions: 2013
• Hybrid Plans: Impact on Investment Strategy and Return Assumptions
• Globalization: What Does It Mean?
• From the Headlines: Investment Jargon Explained
• New Approaches in a Constrained Environment
• Rational Decision Making: An Overview of Behavioral Finance
• Attention to Details Matters 
• Update on the Changing Role of the Consultant
• What Is the Fix for Fixed Income?
• Active Versus Passive Management
• Infrastructure Investing

Registration Includes

• Three continental breakfasts
• Lunch
• Networking reception 
• Comprehensive take-home materials
• Beverage breaks

Continuing Education Credit