About This Seminar: Do your investments double in value every seven years?  This seminar will teach you some of the key principles used by pension plans such as CalPERS, which is the largest pension fund in the U.S., to successfully manage billions of dollars for retirees.  What you learn may help you improve the performance of your own investments.  Topics covered include the following:

•    The investment process used by pension plans to deliver consistent and profitable results
•    The historical performance of selected pension plans
•    How you can mimic their investment process for your own benefit
•    How you can imitate their asset allocation strategy
•    How you can mimic their investment selection
•    How to create an Investment Policy Statement to guide your investing
•    How to define your investment objectives
•    How to choose the asset allocation most likely to achieve your long term objectives
•    How to personalize your portfolio to outperform its target
•    How to reduce investing costs
•    How to monitor performance

The seminar will conclude with Professor Ulivi’s predictions of future financial conditions.  

Benefits of Attending: Participants learn how to mimic the CalPERS investment approach.

Length of Seminar: Time content can vary depending on questions but it is normally around 90 minutes.

Special Feature: Participants are entitled to receive a No Cost, No Obligation, Personal Appointment with Professor Ulivi.  This will give them an opportunity to review their concerns and goals and to find out the steps to achieving their goals.

For Times, Dates and Location of Seminars, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call us at (714) 771-6000.