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COVID-19: Guidance & Strategy: Asset Allocation Decisions to reduce downside risk and rebuild capital

About This Webinar

With the pandemic shutting down virtually all industries, and across most countries, the global economy has come to almost a standstill. This has of course had detrimental effects on all investable assets, including equities and fixed-income investments. Build an action plan to:
• Assess what investors should hold with respect to traditional asset allocation principals at this time
• Overcome the challenge of low-interest rates and high volatility
• Develop a prudent asset mix and what that should include – and avoid – during these volatile periods
• Determine if there is still a place for index-mutual-funds in your asset mix
Create an asset allocation strategy to increase the total and risk-adjusted return during the current market turmoil

Agenda
  • 1:00 PM: OPENING COMMENTS
  • 1:10 PM: OPENING PRESENTATION COVID-19: Guidance & Strategy: Asset Allocation Decisions to reduce downside risk and rebuild capital : Alex Yuchvid, Director of Investments and Financial Analysis, Indiana University
  • 1:40 PM: PANEL DISCUSSIONS Navigate Through the Nuances of Impact Investing and Direct Investing to Maximize Return on Investments in Volatile Markets: Muthoni Wachira, Investment Director, Engineers Without Borders Tracy Haynes, Manager, Investor Partnerships, The Atmospheric Fund Lars Bogglid, Investment Product Manager, Vancity Community Investment Ban
  • 2:10 PM CLOSING REMARKS & QA: Terrence Sooley, Conference Developer, Strategy Institute Investment Product Manager Lars Bogglid
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Director of Investments and Financial Analysis, Indiana University
Alex Yuchvid, director of investments and financial analysis at Indiana University (IU), manages the University’s operating funds. Alex serves as a liaison to the University’s investment managers, consultant, and custodial bank. He is a member of the IU Investment Committee and manages the operations related to investments: asset allocation, due diligence, compliance, policy construction, research, etc. Prior to joining Indiana University in 2013, Alex was a senior valuation advisor in transaction advisory services at EY. Alex graduated with an MBA from the Kelley School of Business, Indiana University. He holds the Chartered Financial Analyst (CFA) designation, and he earned a CPA designation in Israel.
Webinar hosting presenter
Investment Director, Engineers Without Borders
Muthoni Wachira is an early stage impact investor in Africa. Recently recognised as one of 12 venture capitalists to know on the African continent, Muthoni is a finance professional with over a decade of experience managing private market portfolios in East and West Africa. A native Kenyan, she leverages a deep understanding of African culture and market dynamics to steer the execution of investment strategies. Muthoni is an Actuarial Science graduate and a CFA Charterholder.
Webinar hosting presenter
Manager, Investor Partnerships, The Atmospheric Fund
Tracy is currently the Manager, Investor Partnerships with The Atmospheric Fund (TAF). She is focused on growing TAF’s direct investing reach by building collaborative relationships to mobilize capital for low-carbon solutions. Tracy draws on 15 years’ experience as a policy advisor, meeting facilitator, and project manager across the public and non-profit sectors. Prior to joining TAF, much of her work was concentrated on sustainable urban infrastructure and economic development. Tracy’s educational background includes a master’s degree specialising in International Development from the Royal Melbourne Institute of Technology and an International MBA from York University’s Schulich School of Business. Tracy has a strong belief in volunteering, committing significant time and energy to assisting newly arrived migrants and refugees as well as underprivileged youth. She also enjoys a great debate over a cup of strong coffee.
Webinar hosting presenter
Investment Product Manager, Vancity Community Investment Bank
Lars is a creative thinker working at the intersection of finance and social change. He currently identifies new business relationships for Vancity Community Investment Bank, Canada’s first bank dedicated to social and environmental impact. Prior to VCIB, he worked at Purpose Capital, leading impact investing advisory projects that built practical strategies for asset owners to deploy more of their investments towards social and environmental good. Lars sits on the Canadian Community Economic Development Networks National Policy Council, the Investment Committee of the Evangelical Lutheran Foundation of Eastern Canada and is the Board Chair of Not Far from the Tree, Toronto’s urban fruit picking project.
Webinar hosting presenter Terrence S
Host/Moderator
Webinar hosting presenter Javier Z
Strategy Institute Admin
Hosted By
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