Advanced Investment Topics
Agenda
| Day One | |
|---|---|
| 7:30 am to 8:00 am | Continental Breakfast |
| 8:00 am to 8:30 am | Introduction and Welcome Remarks |
| 8:30 am to 10:00 am | The Role of the Fiduciary |
| 10:00 am to 10:15 am | Break |
| 10:15 am to 11:30 am | Capital Market Theory |
| 11:30 am to 1:00 pm | Lunch |
| 1:00 pm to 2:30 pm | Asset Allocation |
| 2:30 pm to 2:45 pm | Break |
| 2:45 pm to 4:30 pm | Manager Structure |
| 6:00 pm | Dinner |
| Day Two | |
| 7:30 am to 8:00 am | Continental Breakfast |
| 8:00 am to 9:15 am | Investment Policy Statements |
| 9:15 am to 10:30 am | Implementation - Manager Search |
| 10:30 am to 10:45 am | Break |
| 10:45 am to 12:00 pm | Implementation - Custody, Securities Lending, Transition, Brokerage, Negotiating Fees |
| 12:00 pm to 1:30 pm | Lunch |
| 1:30 pm to 3:15 pm | Monitoring (Performance Measurement) |
| 3:15 pm to 3:30 pm | Break |
| 3:30 pm to 4:30 pm | Current Trends |
| Day Three | |
| 7:30 am to 8:00 am | Continental Breakfast |
| 8:00 am to 8:15 am | Introduction of Case Studies |
| 8:15 am to 10:00 am | Case Study Workshops |
| 10:00 am to 10:15 am | Break |
| 10:15 am to 12:00 pm | Case Study Presentations, Review and Evaluations |
| 12:00 pm to 12:30 pm | Wrap-up and Adjournment |
Contact Us
For more information on the "Callan College," contact Kathleen Cunnie at college@callan.com.