TAIA Institutional Investor Workshop

Institutional Investors, please join us for the inaugural Institutional Investor Workshop. This one-day event will feature ten sessions on the following-topics: 

• Investment Structures – Pros & Cons of Commingled Funds, SMAs, Funds of One, and Managed Account Platforms 
• Simplifying the RFP Process: Using technology to enhance your RFP Experience

• Strategic Partnerships – Their Optimal Structures and How to Benefit from Them

• Managing Capital Internally – A CIO Discussion of Key Issues

• PE Fund Winddowns – When Things Go Wrong

• Operational Due Diligence – The Added Complexity of Bespoke Structures 
• Performance Reporting – Revised CFA GIPS Standards for Alternative Assets

• Investment Transparency – Using Data to Optimize Portfolios 

• Good Governance in Fees and Expenses

• Tax and Jurisdictional Issues

Please note this event is only open to investors/allocators/asset owners. Please register now! For more information, contact Sarah Riley at sriley@texashfa.org.