Advanced Trustee Investment Training
6 – 8 June 2011
Melbourne, Victoria
Ongoing reforms within Australia’s superannuation system are increasing the onus on trustees significantly. Consequently, the standard of investment knowledge required to fulfil the duties of a trustee is growing and, in recognition that a substantial number of trustees already have a well founded knowledge of investments, our Advanced Trustee Investment Training will expand upon this.
ATIT will delve into more complex investment issues, including currency, derivative overlay strategies, and post retirement product structuring. The course will encourage trustees to think beyond traditional areas of focus, with the view to improving their capacity to enhance retirement outcomes for superannuation fund members.
Who should attend?
Trustees, executives, and staff of Institutional Investment entities (e.g. Superannuation funds, Investment trusts/funds)
Executives and staff of Professional Organisations that service trustees and Boards, Executives and Staff of Private, Public or Government Investment entities who act in a Trustee or fiduciary capacity (e.g. Family Offices, Statutory Trustees, Government Investment organizations)
Registration Fee:
A$1,950 plus GST
Attendance:
Unrestricted 12 CPE points
Notes – Abovementioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels. – Prices are listed in Australian dollars and exclude Goods and Services Tax (GST). After you register we will issue an invoice with GST applied, as applicable.
Comprehensive Trustee Investment Training
25 – 26 October 2011
24 October 2011 (optional)
Melbourne, Victoria
Comprehensive Trustee Investment Training is designed to cover all significant aspects of investing to support trustees, executives and staff in understanding their fiduciary obligations as they develop, implement and oversee investment strategies.
This program is delivered in a modular approach. An interactive and problem-solving approach is used, contextualising the role of the trustee or investment executive in relation to portfolio construction, risk and return characteristics of the various asset classes and honing the skills required for setting appropriate investment policies.
Module 1: Basic Investment Principles. This module is optional for delegates to complete. Delegates can also choose to complete this module on campus or via online subscription at no extra charge. This module awards an additional 3 CPE points
Module 2: Developing and reviewing investment strategy
Module 3: Processes and implementation: strategy and risk
Module 4: Non-traditional investments: private equity, opportunistic real estate, derivatives and hedge funds
Module 5: Asset consultants and the role of the Board
Who should attend?
Trustees, executives, and staff of Institutional Investment entities (e.g. Superannuation funds, Investment trusts/funds)
Executives and staff of Professional Organisations that service trustees and Boards, Executives and Staff of Private, Public or Government Investment entities who act in a Trustee or fiduciary capacity (e.g. Family Offices, Statutory Trustees, Government Investment organizations)
Registration Fee:
A$1,950 plus GST
Attendance:
Unrestricted 12 CPE points
Notes – Abovementioned registration fees are applicable to representatives of Institutional Investors only (e.g. Superannuation Funds, Asset Owners, Private, Public and Government Investment entities). These registration fees are not applicable to sponsoring entities. Sponsoring entities should request sponsorship information from CIE. This information will cover sponsorship benefits, forum application and levels. – Prices are listed in Australian dollars and exclude Goods and Services Tax (GST). After you register we will issue an invoice with GST applied, as applicable.