MC LMS - Investment Consultant Roundtable

Investment Consultant Roundtable

This session has been archived and is no longer available for purchase. Participants who have purchased archived sessions are still able to access the video and receive credit.

Session Summary: In a panel format, hear an open discussion from investment consultants covering industry, market, and economic trends both in Georgia and nationally. Panelists will also provide expectations on what plan sponsors can expect for the balance of 2024 and beyond. Bring your questions for this interactive discussion. This session is from the 2024 Trustee School. Content may be dated.

Presenter:

Sam Frymier

Assistant Vice President

Marquette Associates

Gwelda Swilley

Senior Consultant

Mariner

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.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

FAQ

In this session, participants will learn to:

Describe current market conditions and challenges facing Georgia public plans.
Review both local and national asset allocations for public plans and investment trends.
Discuss investment strategy and what plan sponsors can expect going forward.