Attend A Seminar

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Attend A Seminar

Committe Member Training

We will utilize our network to identify suitable candidates from reputable investment firms and invite them to conduct training sessions and showcase their skills to the endowment committee.

Fund Manager Introduction

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Our consulting firm will organize a showcase for potential fund managers to demonstrate their expertise to any participating endowment committee member.

Training Topics

Specialized Training

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Seminars consist of specialized training sessions for the endowment investment committee members on various investment strategies, risk management, asset allocation, and other relevant topics.

 

Training Topics

Instructional Designed Seminars

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  • Conduct an initial assessment of the committee’s needs and design a customized training program accordingly.
  • Seminars will be tailored according to the specific needs and requirements of the university endowment investment committee.
  • Provide experienced fund managers from reputable firms to deliver the training program.
  • Conduct a post-training evaluation to assess the effectiveness and impact of the program on the committee members.
Training Topics
Title of SeminarDateTimeDurationRegister
Overview of Unified EducatorsApril 4, 202410:00 AM1 HourRegister
Overview of Unified EducatorsApril 11, 202410:00 AM1 HourRegister
Outsourcing Fund ManagersApril 25, 202410:00 AM1 HourRegister
Portfolio ReconciliationMay 9, 202410:00 AM1 HourRegister
Overview of Unified EducatorsMay 16, 202410:00 AM1 HourRegister
Balancing Portfolios with DerivativesMay 23, 202410:00 AM1 HourRegister
Fixed Income RevisitedJune 5, 202410:00 AM1 HourRegister