Introduction to Investments

Agenda

Day One
8:00 am to 8:30 am Breakfast
8:30 am to 9:00 am Introduction and Welcome Remarks
9:00 am to 10:00 am The Role of the Fiduciary
In this section we will define the role of a fiduciary and discuss fiduciary responsibility.
10:00 am to 10:15 am Break
10:15 am to 11:15 am Capital Market Theory
The objective of the Capital Market Theory section is to demystify investment terminology and explain key investment fundamentals.
11:15 am to 12:15 pm Asset Allocation
We will delve into why it is important when sponsors review their allocations and how the review takes place.
12:15 pm to 1:45 pm Lunch
1:45 pm to 2:45 pm Manager Structure
After an appropriate asset allocation mix has been determined the next step is to decide how assets will be invested across the selected asset classes.
2:45 pm to 3:00 pm Break
3:00 pm to 3:45 pm Investment Policy Statements
This section details what an investment policy should contain, the benefits of having and investment policy statement, and how policies can and should reflect the uniqueness of each plan.
6:00 pm Dinner
 
Day Two
8:00 am to 8:30 am Breakfast
8:30 am to 10:00 am Implementation - Manager Search
This section will give participants a clear understanding of the process required for selecting managers and the various steps necessary for proper due-diligence.
10:00 am to 10:15 am Break
10:15 am to 11:45 am Monitoring (Performance Measurement)
This section gives participants an excellent framework with which to comprehend how plan assets should be measured and evaluated.
11:45 am to 1:15 pm Lunch
1:15 pm to 3:30 pm Case Study Discussion
The primary objective of this discussion is for the group to apply the concepts learned at the "Callan College" while analyzing the issues/problems facing a fictitious retirement plan.

Contact Us

For more information on the "Callan College," contact Kathleen Cunnie at college@callan.com.