Luis Sierra Speaking at NCPERS 2024 Trustee Educational Seminar 5/18

April 03, 2024

On Saturday, May 18, Luis Sierra, CFA will be speaking at the National Conference on Public Employee Retirement Systems’ (NCPERS) 2024 Trustee Educational Seminar (TEDS) in Seattle.

Luis will be presenting, “Investments 101: Fixed Income & Public Equities,” described as follows: This introduction to fixed income securities is designed to provide trustees with the basic foundational knowledge of what types of fixed income (bonds) securities exist, how investors value these securities, and how to analyze their characteristics. This session will cover the various types of yield measurements used to compare bonds, how to measure interest rate sensitivities, understand the inherent risks associated with fixed income investing, and compare various fixed income investment strategies used by managers to achieve client objectives. This session will also provide a basic introduction to investment terms and understanding, “what is a stock.” The speaker will discuss different types of stocks as defined by their market capitalization and give a brief introduction to active vs. passive investing and how to select an appropriate benchmark for manager evaluations.

The National Conference on Public Employee Retirement Systems (NCPERS) is the largest trade association for public sector pension funds, representing approximately 500 funds throughout the United States and Canada. The TEDS curriculum was developed to build and strengthen the basic foundational knowledge of pensions and governance. Designed to address the educational needs of new and novice trustees, this program focuses on investing principles, understanding actuarial science, board policies, and fundamental concepts that every trustee should know. For more information, please visit the event webpage.

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