Pensions Fund Investment & Risk Management

(5 Days)

SUITABLE FOR:

Any professional working with or for a pension fund including:

Actuaries, Asset, Managers, Attorneys, Auditors, Consultants, Human Resource Managers, Investor Relations Specialists, Plan Administrators, Treasury Professionals, Trustees.

 

SUMMARY:

As we invest pension funds for the long term, we strive to add value year-to-year relative to our performance indexes (benchmarks). Controlling risk is a key part of pension fund investment strategy, and is critical to achieving performance equal to or above comparable funds over time. This control does not mean avoiding risk altogether, as all investing involves risk. Instead, it means understanding investment risks and aggressively limiting exposure to risks that are not rewarded with higher returns in the markets.

The topics covered will include:-

• Types of Risks
• The Need for Risk Management Measuring Financial Risk
• Forecasting Risks and Correlations Operational Risk Management
• Steps in the Management of Financial Risk VAR &
• Corporate Hedging
• LRCM's Returns
• Market & Credit Risk
• Financial Market
• Pension
• Investment Fund Management
• Pension Credit

  

OBJECTIVES:

MARWAN SHEHADA

MBA (Accounting), B.SC (Accounting)

2004 - Present: Independent Consultant

Professional Certificates

2005 - Certified Project Manager (C P M)

The International Association Of Project & Program Management -USA

2005 - Certified Risk Analyst (C R A)

American Academy of Financial Management -USA

2003 - Certified Fraud Examiner (C F E)

Association of Certified Fraud Examiners -USA

2003 - Certified Risk Professional (C R P)

C R P Executive Advisory Board -USA

2002 - Certified Business Manager (C B M)

Association of Professionals in Business Management -USA

1997 - Certified Public Accountant (C P A)

State Of Illinois –USA

Marwan is an experienced banker and financial professional, with a strong background in financial control, risk management, strategy management, operations, credit, as well as internal auditing.

Established financial control, and internal auditing departments for two of the local banks. Worked with consultants in reengineering and restructuring banking operations.

Marwan provides financial consultancy in fields of financial management, micro financing, internal auditing, strategy management as well as corporate governance.