Who should attend
The Investments Institute is designed for experienced individuals involved in setting investment policy for both defined benefit and defined contribution retirement plans, including:
- Administrators and staff
- Corporate officers and executives
- Finance personnel.
About the course
Concerned about reaching your investment’s full return? The Investments Institute addresses opportunities in global market trends, identifies alternative investment options and uncovers key questions that will help enhance your fund’s investments. Offering intermediate- to advanced-level education, the Investments Institute will arm you with the knowledge needed to make important decisions regarding financial longevity.
- Economic Outlook in Today's World
- Improving Your Asset Allocation
- Fixed Income in Your Portfolio
- Equity Investment Landscape
- DC Plan Investing
- What to Expect From My Investments During Recessions—Lessons from 2008
- Real Assets for Your Portfolio
- Meeting Your Actuarial Assumption
- Investment and Market Trends in 2020
- Private Equity
- Plan Governance—Making Better Decisions
- ESG and ETI
- Ask the Experts
Benefits of Attending
- Learn from highly regarded experts in the field of investing.
- Network with peers who are facing similar challenges.
- Hear current perspectives on the global economy.
- Discuss your fund's strategies with trustees from other funds.
- Take advantage of the intimate learning environment and get your specific questions answered.
Mr. Toner is responsible for the overall investment output at Verus, for both discretionary and non-discretionary clients. His particular focus is on ensuring that the entire investment resources of the firm are applied in the most effective way for each client, and that the asset allocation, por...
William Dahab joined Dahab Associates in September 2009 as a member of the research team. In January 2013, he was made Director of Research, and in 2017 he was made a managing director and field consultant. Bill also serves as a Vice-Chairman and Treasurer on the firm's board. Bill received his ...
Mr Hume is a Vice President in Segal Marco Advisors’ Boston office. He is an active member of both the International Foundation of Employee Benefit Plans and the Investment Management Consultants Association. Mr. Hume began his career in 1993. Prior to joining Segal Marco Advisors’, Mr. Hume gai...
Mr. Ligetti has been involved in the construction industry and has worked in various constructed-related management positions for several large national construction companies. Prior to his recent retirement, he served as executive director of the Ironworker Employers Association of Western Penns...
While a pre-med student at State University of New York, Stony Brook, Richard Masur altered the course of his life -- changing his major to theatre arts. Gifted enough to win admission to the Yale School of Drama, he then worked as a professional actor and theatre technician, making his Broadway ...
Experience Kevin began his career in government in 1990 when he was elected to serve as Trustee and Deputy Mayor of Lindenhurst, the largest Village in Suffolk County with more than 28,000 residents and an $11.6 million annual budget. Responsibilities As Deputy Mayor and Trustee he was responsibl...
Ms. Newell joined the firm in 2010 with more than 20 years of experience managing institutional investment portfolios. She is a member of the team that advises the firm’s largest client, as well as the lead consultant to its other multi-billion dollar funds. Her work includes asset allocation des...
Blake Pontius, CFA, is director of sustainable investing and a global portfolio specialist. In this role, he coordinates the firm's integration of environmental, social and governance (ESG) factors in its investment processes and provides analytical support to portfolio managers on the global equ...
James Solloway serves as Chief Market Strategist in our Investment Management Unit, where he is responsible for strategic and active asset allocation research. Prior to joining us in 2009, he spent 10 years as a senior portfolio manager at New York-based Morgan Stanley Investment Management. He ...
Videos and materials
Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.
We are happy to help you find a suitable online alternative.