MC LMS - Reminders for Institutional Investors During Periods of Market Stress or Dislocation

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This session has been archived and is no longer available for purchase.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.

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

Instructors

Jonathan Breth, CFP

Jon is a Senior Consultant with AndCo Consultingand has 22 years of investment consulting experience. He works extensively with plan sponsors supporting their defined benefit and defined contribution plans while also servicing several of the firm’s foundation and endowment clients. He serves his client base by optimizing investment portfolios, conducting investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, preparing performance-monitoring reports, and conducting trustee education on a wide range of investment topics. In addition to consulting, Jon also developed a substantial background in investment research working in various analytical research roles in both traditional equity and fixed income investment as well as hedge fund investing. Jon is a frequent speaker at educational and industry conferences in the southeast. Jon has attained a Bachelor of Arts, Business Administration, from Rhodes College as well as earning the Certified Financial Planner (CFP®) designation.

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