IFEBP Annual Conference in San Diego

Submitted by IFS on Tue, 12/02/2003 - 00:23
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IFEBP Annual Conference in San Diego:

  • Edward (Ed) Patchett co-presented a session called "Valuation Forecasts and Asset Liability Modeling" on 11/10 and 11/11. The session contrasted traditional mean-variance asset allocation, valuation forecasts and asset-liability modeling, highlighted the objectives of each type of analysis and described ways Trustees can use the output
  • Ed also moderated a session called "Are Hedge Funds an Appropriate Investment for Taft-Hartley Funds?" The session described what hedge funds and funds-of-funds are, highlighted key hedge fund strategies and described their risks.
  • Frank Lilly was a panelist at the recent IFEBP Annual Conference in San Diego. The session was entitled "Internal Compliance Reviews" and his presentation was entitled "Operational Reviews- Fiduciary Audits".