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Introduction to Investments

Agenda

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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 Capital Market Theory
10:00 am to 10:10 am Break
10:10 am to 11:10 am Asset Allocation
11:10 am to 11:20 am Break
11:20 am to 12:45 pm The Role of the Fiduciary and Investment Policy Statements
12:45 pm to 1:45 pm Lunch
1:45 pm to 2:45 pm Performance Monitoring Concepts
2:45 pm to 3:00 pm Break
3:00 pm to 4:15 pm Illustrative Performance Measurement
5:30 pm Dinner
Day Two
8:00 am to 8:30 am Breakfast
8:30 am to 10:00 am Manager Structure
10:00 am to 10:15 am Break
10:15 am to 11:30 am Manager Search
11:30 am to 12:15 pm Current Trends
12:15 pm to 1:00 pm Wrap-up and Lunch