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