Virtual Chat Session: The Role of Alternatives in a Portfolio

This is a one hour session that is more conversational (versus a formal presentation) about Alternatives and the role they play in Portfolios. This is a small gathering for about 15 to 20 people. It will be tailored towards institutional investors, but applicable for others as well.

Agenda

Are Alternatives appropriate and how much should be allocated?
What role do Alternatives serve in a portfolio?
How to know if your organization is ready/equipped to succeed?
Challenges of Implementation/Manager Selection
Challenges of Evaluation—Keeping the appropriate Time Horizon in mind; Absolute Return vs. Relative Return Evaluation
Investment Policy Considerations
Open Discussion/Q & A

This session will be informative and foster constructive discussion among attendees who may already be invested in Alternatives or considering their merits as we face what we believe will be a challenging environment for investors with spending needs.

If you are interested in attending please contact Janet Sweet at jsweet@goelzerinc.com.

Speakers

Don Hutchinson, Managing Director, Institutional Advisory Services

Janet S. Sweet, Institutional Investment Advisor

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Event type

Peer Meeting

Topic(s)

Finance

Fund Management