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Seminar: Timely Topics for Today’s Business World

Join Mr. Bernstein in exploring investor types, asset classes, and asset managers in today's business world. Learn about major asset pools, managers, and classes to diversify your investments effectively. Discover alternative investment needs and risks.

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Seminar: Timely Topics for Today’s Business World

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  1. Seminar: Timely Topics for Today’s Business World Mr. Bernstein Investor Types and Asset Classes November 2012

  2. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein Major Types of Asset Pools • Pension Funds • Sovereign Wealth Funds • Endowments • Foundations • Insurance Companies • Corporations • High Net Worth Individuals • Retail Investors

  3. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein Major Types of Asset Managers • Investment Advisors • Separate Account Managers • Mutual Fund Managers • Hedge Funds • Absolute Return • Other Objectives • Fund of Fund or Manager of Managers • Internally Managed • Individual Investors

  4. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein Major Asset Classes • Equities (Public) • Fixed Income (Bonds) • Commodities • Private Equity • Real Estate • Infrastructure • Timberland • Volatility • FX • Art / Collectibles • Cash and Equivalents

  5. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein Major Asset Classes • Equities (Public) • Domestic vs. International • Growth vs. Value • Large Cap vs. Small Cap • Emerging Markets • Distressed • Fixed Income (Bonds) • Commodities • Private Equity • Real Estate, etc.

  6. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein Major Asset Classes • Equities • Fixed Income (Bonds) • Domestic vs. International • Investment Grade vs. High Yield • Long Duration vs. Short Duration • Corporate Debt • Mortgage-Backed Debt • Residential • Commercial • IOs and POs • Municipal Debt • Sovereign Debt • Asset-Backed Securities (ABS) • Structured Products • Distressed • Commodities, etc…

  7. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein Major Asset Classes • Equities (Public) • Fixed Income (Bonds) • Commodities • Energy • Metals (Hard Commodities) • Agricultural (Soft Commodities) • Private Equity • Real Estate • Infrastructure • Timberland • Volatility • FX • Art / Collectibles • Cash and Equivalents

  8. Seminar: Timely Topics for Today’s Business WorldMr. Bernstein An Alternative to Asset Classes: Investment Needs and Risks • Growth • Income • Inflation • Liquidity

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