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 Investments Institute

Monday, March 3 - Wednesday, March 5, 2014
Sheraton Sand Key, Clearwater, FL

Registration coming soon!


Maintaining the balance between risk and return requires awareness of the latest trends, knowledge of the options available to your plan and an understanding of your fund's risk tolerance.  In addition to a global economic update, the Investments Institute will discuss up-to-the-minute trends, terminology and factors in evaluating risk solutions that preserve return assumptions and liquidity needs.

Key Takeaways

  • Receive the most up-to-date information on trends impacting employee benefit plan investments.
  • Hear what other funds are doing and why.
  • Gain access to experts in the field.
  • Discuss perspectives on the global economy.

Topics Include

  • A Global Economic Perspective
  • Fast Track—The Latest Trends in Institutional Investing 
  • Good Governance Leads to Good Results
  • Risk Budgeting
  • Asset Allocation
  • Going Against the Grain
  • Searching for Income
  • The Equity Markets
  • International and Emerging Markets
  • Alternative Investment Strategies
  • Trends in Defined Contribution Plan Investments
  • Key Takeaways—The Next Step
  • Understanding the Cost of the Investment Process
  • Unique Investment Considerations in the Public Sector
  • Balancing Return With Liquidity Needs
  • Trends in Defined Contribution Plan Investments—Roundtable Discussion

Registration Includes

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

Continuing Education Credit

The 2014 Investments Institute has been submitted for approval from the CFA and IMCA. For more information please contact Monica Petts at (262) 373-7757 or

Preconference Workshop

Refresher Workshop in Core Investment Concepts
Sunday, March 2, 2013 | 8:30 a.m.-1:00 p.m.
Get the most value out of your conference experience!  The preconference Refresher Workshop in Core Investment Concepts will prepare you for the intermediate- to advanced-level sessions in the Investments Institute.  Whether you are a newer trustee looking to keep up with the fast-paced sessions, or an experienced trustee who would like the opportunity to "put all the concepts together," you will find value in this preconference course.

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit. Visit for more information.

Hotel Information

Sheraton Sand Key

Rate: $219.00 Single/Double Occupancy
Reservation Deadline: February 10, 2014
Smoke free property.

You will be charged a $350 deposit upon registration. Please specify your hotel requirements on the registration form.

Who Should Attend

The Investments Institute provides intermediate- to advanced-level sessions for institutional investors of employee benefit plans, including

  • Key investment decision makers
  • Individuals involved in recommending or assisting in setting investment policy
  • Trustees from both multiemployer and public sector plans.


Download the Brochure