Webinar: Less Liquid Assets in DC Custom Funds

  • Thursday, May 18, 2017
  • 12:30 PM - 1:00 PM
  • Distributed Post-Registration

Registration


Registration is closed

Overcoming the Challenges of Less Liquid Assets in Defined Contribution Custom Funds

Concerned about overexposure to equity and bond risk?
Trepidation about diversification?

Using private real estate as a model, we will set the stage for successfully operationalizing less liquid asset classes in DC funds. 

Our experts will share knowledge and open the discussion to answer your questions. 

Recordkeeper discussion topics include:

  • What is DCREC?
  • Growing demand for real estate in custom funds
  • NAV communication
  • Rebalancing
  • Cash flow management
  • Letters of direction
    This session is off the record and not intended for press.
    Scott Brooks
    Brooks Retirement Consulting

    Laurie Tillinghast 

    Executive Director
    Head of DC Product & Strategy

    UBS Asset Management
    Real Estate & Private Markets

    Moderator: 
    John Payne
    Senior Vice President, Client Service & Marketing
    Heitman