Reminders for Institutional Investors During Periods of Market Stress or Dislocation

This session has been archived and is no longer available for purchase.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: The goal of this session will be to deliver an interactive discussion for trustees on how to react to periods of market dislocation. The financial crisis of 2008-2009 and the COVID pull back in 2020 were painful events for markets, but also set the stage for periods of dramatic recovery for those were exercised patience and maintained a level head. This session is from the September 2021 conference. Some content may be dated.
 
Presenter:
Jonathan Breth, CFP
Senior Consultant
AndCo Consulting

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.

 

FAQ

In this session, participants will learn to:

  • Recognize the history of market declines and subsequent recoveries;
  • Identify how the Plans investment policy statement acts as a roadmap in periods of dislocation;
  • Describe how to engage their investment professionals to evaluate the market environment; and
  • Identify how to evaluate the viability of market opportunities arising out of the market volatility.
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