Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Capturing the Benefits of Illiquidity (PDF)
Defined Contribution Institutional Investment Association [DCIIA] Sept. 16, 2015
64 presentation slides."A strong case can be made for including illiquid assets in default portfolio designs: Alternative asset classes can be additive to portfolio design ... Valuation and trading issues are manageable ... Risks are related primarily to inflexibility during a severe downturn."
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