RETIREMENT FUND TRUSTEE EDUCATION WORKSHOPS

Infrastructure Investing Workshop

This 3-hour online workshop gives retirement fund trustees and principal officers an overview of the fundamentals of infrastructure investing and how the principles can be practically applied in retirement funds.

THE WORKSHOP’S 5 LEARNING AREAS INCLUDE

1. THE NATURE OF INFRASTRUCTURE INVESTMENTS

2. THE INVESTMENT CASE FOR THE COUNTRY AND FOR RETIREMENT FUNDS

3. HOW ARE INFRASTRUCTURE INVESTMENTS FUNDED?

4. RISK AND RETURN

5. HOW TO INCLUDE INFRASTRUCTURE IN YOUR FUND’S INVESTMENT POLICY STATEMENT (IPS)

CLICK HERE TO ENROL | CLICK HERE TO VIEW THE BROCHURE

Private Equity Workshop

This 3-hour online workshop gives retirement fund trustees and principal officers an introduction to private equity (PE). Topics include PE as an asset class in South Africa, PE investment value chain, PE fees, PE performance relative to other asset classes, its role in responsible investing, risks and mitigating factors and asset allocation limits.

THE WORKSHOP’S 3 LEARNING AREAS INCLUDE

1. INTRODUCTION TO PRIVATE EQUITY (WHAT IS PRIVATE EQUITY?)

2. THE BUSINESS CASE FOR PRIVATE EQUITY (WHY INVEST IN PRIVATE EQUITY?)

3. OPPORTUNITIES AND CONSIDERATIONS WHEN INCLUDING PRIVATE EQUITY INTO YOUR INVESTMENT PORTFOLIO

CLICK HERE TO ENROL | CLICK HERE TO VIEW THE BROCHURE

FEEDBACK FROM PAST DELEGATES

“Overall, it was definitely encouraging, and I learnt new things once again. The course would be a great tool for all our staff members.”

“The program has broadened my perspective in terms of the actual industry, I am learning so much. It has been a great experience so far.”