Investments Institute

Analyzing and Identifying Opportunities in Public Equity

Public equity funds have been placed under the microscope recently. This session will dive into how to analyze and identify undervalued and overvalued stocks, and how to manage beta risk. Additionally, it will explore the merits of growth, value and international equity for your portfolios.

How AI Is Disrupting Markets and Reshaping the Investment Industry

Understand the opportunities and challenges of investing in AI-driven companies and technologies. Gain insights into how AI innovations are expected to disrupt markets and reshape the financial industry.

Designing Effective DC Plans: Aligning Goals and Overcoming Challenges

Learn how to design a DC plan that aligns with both employer and employee goals and expectations. Understand the importance of choice, education and default options in plan design. Discover strategies to overcome behavioral biases and financial illiteracy among DC plan participants.

Mastering Private Equity: Strategies, Insights and Risk Mitigation

This session will dive into the intricate world of private equity and explore why companies choose to go private, how to evaluate funds and how funds can mitigate risk while investing in these funds.

Decoding Private Credit: Strategies and Insights

This session will examine private credit markets, exploring each market’s growth to its current size. It will offer insights for investors on how to identify and analyze opportunities across the capital structure, as well as examine recent performance trends and consider future market outlooks.