Complicated Investment Terms Defined

This session was recorded in 2021. Some content may be dated.
 
Session Summary: This session will help public retirement system trustees and staff members better understand the expressions, concepts, and acronyms often used in the investment world.
 
Presenter:
Greg White
Consultant and Partner
Investment Performance Services, LLC
CEC Credit: This course is worth 1 GAPPT CEC (Continuing Education Credit/Hour).
Instructions: Participants must watch the session video presentation and pass the session assessment to receive GAPPT CEC credit.
Prerequisites: None.
Equipment Requirement: Computer, tablet or smartphone and internet access.To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $80.00 / Non-Member Registration: $120.00
 

 

Instructors

Greg White, CIMA

Greg White is a Consultant and Partner with Investment Performance Services, LLC, an independent, privately owned, investment consulting firm that provides objective advice to Taft-Hartley plans, public funds, and endowments across the United States. 

Greg is an experienced consultant in all areas of financial consulting, reporting, due diligence and client relationships. He has a distinct understanding of institutional benefit plans and works on all aspects of client funds, including investment policy formulation, asset allocation strategies, performance reporting, recordkeeper research and investment manager research.  Greg has been with the firm since 2008 and is committed to service and providing advice in the best interest of fund beneficiaries.

A graduate of Georgia Southern University, Greg earned his BBA in Finance and serves as a member of the Young Alumni Board of the College of Business.  He is a Certified Investment Management Analyst® professional, a member of the Investments & Wealth Institute™, and a frequent speaker at industry conferences.  Greg serves as Chair of the Communications Committee and is a member of the Education Committee for the Georgia Association of Public Pension Trustees (GAPPT).

As a GAPPT presenter, Greg has received information regarding educational instructional methods and adult learning processes.

Greg attained the honor and rank of Eagle Scout and is an active supporter of Big Brothers Big Sisters and Habitat for Humanity.

Greg and his wife Megan have a busy life in Savannah with their three small children and two dogs. 

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