Investments Institute Session Schedule and Handouts

Session handouts were available to registered attendees from Wednesday, April 3 through Sunday, June 9. Please contact if you have questions or need assistance.

Show Date:  

Monday, April 8

8:00 AM – 9:15 AM

II01  Global Economic Outlook

Alan H. Raphael Moderator
American Federation of Musicians and Employer Pension Fund
Encino, CA

Robert Browne Speaker
Executive Vice President/ Chief Investment Officer
Northern Trust
Chicago, IL

You rely on your investment returns to create a strong foundation for your plan. Our opening session offers an overview of the current and future economic state of the world to help you plan for the future. Topics include: • Market fluctuations and today’s economy • Impact of current legislative and regulatory environment • Interest rates • Outlook for global growth. (#13—Investments)

9:30 AM – 10:45 AM

II02  The Complexity of Asset Allocation

Kevin M. Chriske Speaker
Client Portfolio Manager
SEI Investments
Chicago, IL

Todd G. Helfrich Moderator
President and Chief Executive Officer
Eastern Contractors Association, Inc.
Albany, NY

Meeting your returns requires the right asset allocation for your fund. This session dives into the recent history of asset allocation, where asset allocation might be heading in the near future, and common strategies that are currently being implemented by funds across the country. It will cover: • Past, present and future of asset allocations over the next decade • How to meet your return assumption • Asset liability strategy and studies • Stress testing and liquidity risk. (#13—Investments)

11:00 AM – 12:15 PM

II03  Topical Equity Investing

Ian W. Jones Speaker
Senior Consultant
AndCo Consulting
Buffalo, NY

Jake Kalina Moderator
Senior Consultant
RVK, Inc.
Portland, OR

What equity strategies can you employ to put your fund in a position to achieve your financial goals? Understanding the differences in the types of equities available and what strategies to take are only part of the discussion that will occur in this session. Other topics include: • Large cap, mid cap, small cap • Domestic vs. international vs. global • Value vs. growth • Factor investing and quantitative investing • Developed and emerging markets • Emerging equity strategies. (#13—Investments)

1:30 PM – 2:45 PM

II04  Fixed Income in a Changing Environment

Mark A. Caropreso Moderator
Senior Vice President/Financial Advisor, Senior Investment Management Consultant, Senior Portfolio Manager, Alternative Investments Director
Morgan Stanley Wealth Management
Latham, NY

Olivia A. Albrecht Co-Speaker
Senior Vice President, ESG Strategist
Newport Beach, CA

Richard J. Gilmartin Co-Speaker
Managing Director and Investment Director
Wellington Management Company, LLP
Boston, MA

Volatility in the market is a given, but there are ways to mitigate the investment risks we take, including diversification of assets. Fixed income has a role to play in your fund’s portfolio and, in this session, we will be covering its ins and outs, including: • Core and core plus • Unconstrained • Global and emerging markets • High yield and floating rate • Short duration vs. traditional. (#13—Investments)

3:00 PM – 4:15 PM

II05  Real Estate

Daneen Boyce, GBA, GBA Moderator
Benefits Analyst
United Food and Commercial Workers (UFCW) Local 1776 Keystone State
Plymouth Meeting, PA

Stanley L. Iezman Speaker
Chairman and Chief Executive Officer
American Realty Advisors
Los Angeles, CA

Real estate investments can feel risky to those who don’t understand them. But like many “alternative” investments, they can serve a valuable function in your fund’s portfolio. Learn to see the whole picture as it relates to real estate, including: • Core • Opportunistic and value added • Income-producing asset • Market cycle • REITs • Economic exposure. (#13—Investments)