Institutional Investors - Stewarding Long-Term Assets
Offered By: Milken Institute via YouTube
Course Description
Overview
Explore the challenges and strategies of institutional investors in a panel discussion featuring industry leaders. Gain insights into portfolio construction, risk management, and long-term asset stewardship as experts discuss adapting to changing market cycles, preparing for economic downturns, and meeting return mandates. Delve into topics such as yield-seeking behavior, alternative investments, global asset allocation, and the growing importance of private markets. Learn about the role of discipline in portfolio management, the potential risks in current investment positions, and strategies for sourcing talent in the competitive investment landscape.
Syllabus
Introduction
What is CPP
Financial Holdings
Canadian Dollar
Asset Allocation
Private Assets
Active Management
Private Equity
Insurance
Values
Public markets
Leading large investors
Finding conviction
Investing in small companies
Investing in great companies
Global allocation of assets
Diversification across asset classes
Private markets vs public markets
Will private markets grow
How important is sourcing talent
Taught by
Milken Institute
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