UTC Investor Conference Session Descriptions
Session 2: Global Financial Markets
This session will give participants a holistic picture of financial markets in various regions around the globe. It covers the outlook for equity and capital markets in developed countries, emerging economies, and those in the domestic and regional space. It will include discussion on the resurgence of these markets in the aftermath of the financial crisis and where major opportunities lie. Focus will be placed on how you can take advantage of these opportunities in your personal portfolio.
Session 3: Personal Financial Planning
Personal Financial Planning is critical to building your net worth regardless of your current station in life. This session provides guidance, tools and techniques that will put you in firm control of your financial future. It stresses the importance of the financial planning process, introduces the life cycle approach and highlights strategies used in setting realistic financial goals. It also covers planning, budgeting and building wealth and gives practical advice on the implementation of these approaches.
Session 4: Cutting Edge Techniques in Asset Allocation
Asset allocation is a tremendously important factor in determining investment portfolio returns. This session contains information on dynamic and practical modern approaches to asset allocation and effective portfolio design. Learn about choosing and implementing strategies which suit your needs and assist you in your aim of maximizing investment returns while managing risk. Information will be provided on portfolio rebalancing, diversification, sector rotation and the role that non-traditional asset classes can play in your portfolio.
Session 5: Getting the Most from your Investment Advisor
In order to derive maximum benefit from your investment advisor certain critical areas must be explored. This session focuses on what you should know about your advisor, measuring advisors’ performance and optimizing the benefits gained from such an advisor. It concentrates on best practices in the industry, the importance of transparency and the standards you should demand from any advisor.
Session 6: Managing Risk
In today’s world, the importance of Risk Management cannot be overstated. This session introduces you to the management of the various risks which may affect your day-to-day business operations and your investment portfolios. It focuses on enterprise risk, reputational risk, credit risk, and market risk and summarizes strategies in identifying, isolating, analyzing and managing said risks. It will assist you in recognizing the risks associated with your line of business and your investment portfolio. The session will provide guidance and perspectives on new strategies, systems and best practices in the field. It engages participants in conversations on balancing risk and reward and takes a look into the future of risk management.
Session 10: Strategies for Developing Regional Financial Markets
Vibrant financial markets are essential to the growth and development of any economy. This session proffers opinions on what is needed in developing more efficient equity and capital markets in the region. It offers innovative ideas on key points that policy makers must consider and discussions on the integration of the regional markets. Suggestions will also be brought forward on stimulating investment in these markets and how the business community can contribute to their advancement.
Session 11: Regulators Round Table
The Regulators Round Table highlights the recently renewed focus on global financial regulation and how effective policies have been during the global financial crisis. It highlights the major post-crisis regulations being implemented in developed nations, how these will influence other nations and how they will shape our regulatory landscape in the future. The session highlights lessons learnt from the crisis and the way forward for developed and developing countries from a range of perspectives.
Session 13: Planning for Retirement
Planning for Retirement in today’s world is more important than ever. This session offers a complete road map on developing a successful retirement plan. It offers advice on the keys to early retirement, goal setting and managing and funding your retirement portfolio. It sheds light on investment options, estate planning, and asset allocation for protecting your nest egg and how you can best take advantage of tax benefits available.
Session 14: Media Perspective on the Financial Sector
This session showcases the influence of the media on the financial markets and the financial sector. It puts the spotlight on the role that the media plays in shaping opinions and swaying investor sentiment.
Session 15: Finding Real Estate Opportunities in Today’s Market
The Real Estate markets have provided lucrative investment opportunities for centuries. Participants of this session will be exposed to knowledge on valuations and opportunities in the local market, financing options for real estate investment, finding opportunities in the wake of the housing crisis and unconventional methods of investing in real estate.
Session 16: Capitalizing on Global Investment Trends
Identifying emerging opportunities in the global financial markets will be the focal point of this session. Discussions will span a variety of asset classes and will illustrate trends in developed, emerging and frontier markets, focusing on those from which tremendous value can currently be extracted. It explores the expected drivers of growth along with strategies for exploiting these opportunities.