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The New Diversification: Adding Alternative Investments

Thursday, November 13, 2014 (4pm - 5pm US/Eastern)


In the aftermath of nearly unprecedented market turmoil and disruption, many investors discovered that their portfolios were not nearly as protected from downside risk as they thought. This seminar demonstrates how expanding the asset allocation opportunity beyond the traditional notion of "diversification" can help build better, more risk-aware portfolios.

Ideal for heads of school, treasurers, finance committee members, business managers and others charged with stewarding the school’s resources. May also be of interest to individual members of the faculty and staff interested in learning more about managing their personal retirement portfolios.

David Murphy, Senior Vice President-Wealth Management, Portfolio Manager, UBS Financial Services
Mark Peterson, Director of Investment Strategy and Education, Blackrock

Registration Deadline:
Wednesday, November 12, 2014.

Technical Requirements:
Each registration equals one connection. Register for one connection and gather your leadership team around the screen. Or, register for multiple connections and enable school and church leaders to participate from a variety of locations.

Laptop or desktop participants will need a telephone, Internet access, and a computer that meets the ReadyTalk system requirements. ReadyTalk also offers you a way to test your computer.

iPad participants will need a telephone, Internet access, and the free ReadyTalk iPad App. (NAES is not responsible for the functionality or security of this third-party app.)

Registration Fees:

These fees are available through 11/13/2014
Name Price Available To
Members $0.00   Members
Non-members $75.00   NonMember

Cancellation and Other Policies:

Written cancellations must be received by fax, (212) 286-9366, or by email, djs@episcopalschools.org, no later than the day before the webinar.

Any and all liability of the National Association of Episcopal Schools (NAES) with respect to registration, cancellations, changes in the content of the program, technology breakdowns, and refunds is limited to a sum no greater than the registration fee paid. Under no circumstances shall NAES be liable for incidental or consequential damages of any kind. Submission of registration and payment constitutes acceptance of the terms and conditions herein.

NAES or its contractors may be recording this webinar. By attending this webinar, attendees understand and agree to allow their voices and statements to be used by NAES in Association publications, on its website, in any and all distributed versions of this recorded webinar, and in marketing or promotional materials. Attendance at the meeting waives NAES from any liability resulting from these uses.

For more information please contact:

Mr. David J. Schnabel CAE
Email: davidjschnabel@gmail.com
The New Diversification: Adding Alternative Investments: NAES