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Overview

This presentation firstly reviews the nature of investment performance and what gives rise to investment performance risk. It further examines investment performance risk from the perspective of the investor and the investment manager.

It continues to address the primary types of relationships that may exist between an investor and an investment manager and discusses the nature and the performance responsibilities of each.

Follows is a detailed examination of the investment activities that can cause or increase investment performance risk which leads to an examination of the contributing factors in the relationship that also can impact investment performance.

It finishes with a detailed review of the “best practices” to be employed in managing the investor/investment management relationship and the “best practices” of an investment manager that an investor should consider in a relationship. 

Why you should Attend

This presentation is intended to be equally important to both investors and investment managers.

Although there are a variety of factors that support the development and maintenance of an investor/investment manager relationship, it is recognized that investment performance is the primary factor that supports this long term relationship.

The focus of the presentation is to examine all aspects of the management of investment performance in the relationship in terms the roles and responsibilities of both the investor and investment manager and how each contributes to a satisfactory investment performance result over the long term.

The description of the topic to follow provides in detail the nature of investment performance in this relationship and the issues associated with the management of investment performance.

Areas Covered in the Session

  • Analysis of investment performance
  • Nature of investment performance risk
  • Investment performance risk from perspective of the investor
  • Investment performance risk from perspective of the investment manager
  • Review of primary investor/investment manager relationships
  • Examination of investment activities that can impact investment performance
  • Review of investor/investment manager interactions that can contribute to investment performance risk
  • Identification of "Best Practices" to be employed by an investment manager in addressing investment performance relative to an investor's objectives

Who Will Benefit

  • Investors
  • High net worth individuals
  • Private bankers
    • Senior management
    • Relationship managers
    • Investment managers
    • Risk managers
    • Compliance managers
    • Auditors
  • Money managers
    • Senior management
    • Relationship managers
    • Investment managers
    • Risk managers
    • Compliance managers
    • Auditors
  • Mutual fund board trustees
  • Universities and colleges with business and investment management curriculum in their degree programs

Speaker Profile

Robert Geary is the founder of Greenwich Risk Management Advisory Services “LLC” and services as the principal consultant on many of the firm’s consultancy mandates.

Robert has been a banking and finance industry professional for 49 years with 34 years serving in a variety of senior Treasury, financial markets, asset management and risk management roles at JP Morgan Chase & Co. During his career with JP Morgan Chase he served in the following positions:
  • Head of Chase Manhattan Bank’s euro and other offshore funding activities
  • Chase’s first Asia/Pacific Area Treasury and Financial Markets Executive located in Hong Kong with responsibility for the treasury, currency trading/sales activities and securities portfolios of Chase’s branches in nine countries that included the major centers of Japan, Hong Kong and Singapore
  • Western Hemisphere Area Treasury and Financial Markets Executive with similar responsibilities for Chase’s branches in South America, Canada, Panama and Puerto Rico
  • National Sales Manager for Chase Securities
  • Treasury and Financial Markets General Manager for Chase AMP Bank in Australia
  • Risk Management and Treasury Executive for Chase’s Asset Management and Private Bank organizations
  • Head of the risk management oversight function of Market, Credit and Operational Risk for Chase Asset Management
  • Managing Director and Head of Fiduciary Risk Management for the Corporation

During Robert’s career he has served on the Board of Directors of Chase Manhattan Overseas Banking Corporation as well as having served on numerous senior committees that included Chase’s Portfolio and Investment Strategy Committee, Tax Committee, International Asset/Liability Management Committee, Chase Investment Policy Committee, and Capital Markets & FX Risk Management Committee.

Robert holds a BA degree in Economics from Pace University and did graduate studies in finance at New York University Graduate School of Business. He has held Series 7 & 24 registrations and currently retains a Series 65 registration.

He is a certified FINRA Arbitrator and is a member of the Executive Advisory Board of St. John’s University Department of Accounting and Taxation.