1. Seminar: Timely Topics for Today’s Business World
Mr. Bernstein
Investor Types, Managers and Asset Classes
December 2017

2. Seminar: Timely Topics for Today’s Business World Mr. 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 World Mr. Bernstein
Major Types of Asset Managers
Investment Advisors
Separate Account Managers
Mutual Fund and ETF 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 World Mr. 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 World Mr. 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 World Mr. 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 World Mr. 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 World Mr. Bernstein
An Alternative to Asset Classes: Investment Needs and Risks
Growth
Income
Inflation
Liquidity