Alternative Investment Manager Interviews

This session is from the September 2022 Trustee School. Some content may be dated.
 
Session Summary: An increase in interest and target allocations to alternative investments have driven many Georgia Pension Plans to consider an asset class for the first time. This session will discuss the nuances of interviewing alternative investment managers - what questions should be considered to help Trustees understand the risks and rewards of various alternative investment strategies. 
 
Presenters:
Eric Assouad
Director
WP Global Partners, LLC
 
Eric Wilcomes
Co-Founder & Managing General Partner
Taurus Private Markets
 
Panel Moderator:
Frederick Bailey, CRPF™ 
Trustee | Chairman, Investment Committee
City of Savannah Employees' Pension Plan

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).
Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $60.00 / Non-Member Registration: $115.00
 

 

FAQ

In this session, participants will learn to:

  • Recognize the differences between alternative and non-alternative investment structures.
  • Discuss select alternative investment strategies and how those strategies generate returns.
  • Identify lines of questions trustees should consider to uncover potential risks and how returns are generated.
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