IIR's Real Return event has been cancelled. If you were registered for this event please contact IIR Customer Service at 888-670-8200.
Workshops
Workshops
ADVANCED REAL RETURN PORTFOLIO CONSTRUCTION
12:15
Luncheon for workshop participants
1:15
Workshop Begins
2:45
Networking Break
4:45
Workshop Concludes
Evaluating All Major Real Return Asset Classes and Determining the Ideal Portfolio Mix for Your Portfolio Attendees will gain hands-on exposure to the complex considerations involved when constructing a real-return portfolio.
Learn about pricing, underwriting, valuation, monitoring and measurement of real return asset classes
Understanding how to assess the drivers of risk and return and their effects on cash flows and values
Evaluating each asset class individually and as a component of the portfolio to determine optimal mix
Extended Q&A and Case Evaluation
Lawrence Souza, Managing Director, Charles Schwab Investment Management (TBC)