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Investment Education Symposium

February 11, 2015 - February 13, 2015

Conference Details:

This Investment Education Symposium aims to provide broad education and information on investing, fiduciary responsibility and selection of money managers to the key decision makers and other representatives of the nation’s largest pension funds, endowments, foundations and other institutional investors. Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation’s leading institutional investors, asset managers, hedge fund managers, consultants and more.

The GAFM Global Academy of Finance & Management™ is the world’s fastest growing professional society with approximately 50,000 members in over 150 countries hosting and accrediting certification training worldwide and offering exclusive board certified designations to candidates who meet the highest professional standards and assessment criteria.

The GAFM will grant full annual CE (7.5 Credits for 1 day, 15 Credits for 2 days) for those who attend this conference.

  • CWM™ Chartered Wealth Manager®
  • MFP™ Master Financial Planner®
  • AFA™ Accredited Financial Analyst®
  • CTEP™ Chartered Trust and Estate Planner®
  • CITA™ Certified International Tax Analyst™

* All certification courses available directly online from an accredited law school program

Topics Will Include:
  • Investment Officer Roundtable: The Institutional and Private Wealth Outlook for 2014 and Beyond
  • Investment Styles and Strategies: Key Investment Opportunities in 2014
  • Portfolio Construction
  • Risk Measurement to Risk Management: Things to Consider in Your Asset Allocation Practices
  • The State of the U.S. Retirement System: Challenges That Pensions are facing; Past, Present and Future
  • Evaluation of the Fixed Income and Credit Markets
  • The Future of Hedge Funds /Fund of Funds
  • Trends for Investing in Real Estate and Real Assets
  • International & Emerging Markets Overview
  • Investing in Private Equity
  • Outsourced CIO
  • Consultant and Actuary Roundtable Q &A:
  • Ongoing Education for Plan Fiduciaries and Participants
  • Investor Q&A – A Trustee’s Perspective on Alternatives
Who Should Attend:
  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Endowments
  • Foundations
  • Family offices
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers
Past Industry Representation:
Chart I: Investors versus Managers/Service Providers

Chart II: Types of Investors
Conference Registration Prices:
Standard Rate
Service Providers, Money Managers & All Others $2,995
LATEC Members $2,495
*** Plan Sponsor/Family Office Complimentary
Pension/Union Trustee, Administrator, Director or Officer / Non-Discretionary Consultants Complimentary
Registration price reflects $100 online discount


February 11, 2015
February 13, 2015
Event Category:


Astor Crowne Plaza
739 Canal Street LA LA 70130 United States + Google Map
(504) 962-0500