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Refresher Workshop in Core Investment Concepts Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, September 20 through Friday, November 24. Please contact edprog@ifebp.org if you have questions or need assistance.

Show Date:  

Sunday, September 24

1:00 PM – 5:00 PM

PC001  Refresher Workshop in Core Investment Concepts

Aneish S. Arora, CAIA Instructor
Principal/Consultant
Meketa Investment Group, Inc.
Westwood, MA

• Basic principles of portfolio theory • Benefits of global diversification • The basics of stocks and bonds • Alternative investments • Investment manager strategies and styles • Basic benchmarks used for measuring fund performance • Managing pension portfolio risk (#13—Investments)