|
Defining
and Managing Risk Tolerance |
| Speaker | Firm | |||
| 1:00 PM | Registration and Coffe | |||
| 1:30 PM | Welcome | Edmundo J. Garza | Consultiva Internacional, Inc. | |
| 2:00 PM | Risk Tolerance | |||
| Introduction | Damon Vigiano, CFA | Consultiva Internacional, Inc. | ||
| How is it defined? | Irene Marom | Consultant | ||
| How is it measured? | ||||
| How is it manaed? | ||||
| 2:45 PM | Asset Allocation:Strategic vs. Tactical | |||
| Introduction | Edmundo J. Garza | Consultiva Internacional, Inc. | ||
| The effect of risk tolerance on investment strategy | Pedro González-Cerrud | Invesco | ||
| 3:30 PM | Recess | |||
| 4:00 PM | Risk-Management Strategies | |||
| Introduction | Myrna M. Rivera | Consultiva Internacional, Inc. | ||
| Equity: Long/Short Portfolio Construction | Ricardo Cortes, CIMA | The Torrey Funds | ||
| Fixed Income: Interest Rate Swaps | Benjamin S. Wolfe | Merrill lynch | ||
| 5:00 PM | Challenges Facing Today's Investors | |||
| Introduction | María J. Miranda, CPA | Consultiva Internacional, Inc. | ||
| The Case of Unfunded Liabilities | ||||
| 5:45 PM | Behavioral Finance | |||
| Introduction | Edmundo J. Garza | Consultiva Internacional, Inc. | ||
| Mario Iturrino | IT Consulting | |||
| Javier Rubio, CFA | Popular Asset Management | |||
| 6:30 PM | Closing | Myrna M. Rivera | Consultiva Internacional, Inc. | |
| 7:00 PM | Third Anniversary Reception | |||
