Alex Yuchvid, director of investments and financial analysis at Indiana University (IU), manages the University’s operating funds. Alex serves as a liaison to the University’s investment managers, consultant, and custodial bank. He is a member of the IU Investment Committee and manages the operations related to investments: asset allocation, due diligence, compliance, policy construction, research, etc. Prior to joining Indiana University in 2013, Alex was a senior valuation advisor in transaction advisory services at EY. Alex graduated with an MBA from the Kelley School of Business, Indiana University. He holds the Chartered Financial Analyst (CFA) designation, and he earned a CPA designation in Israel.
All Sessions by Alex Yuchvid
See Full AgendaDay 1: May 12, 2022
1:00 pm
1:00 pm
AFTERNOON KEYNOTE: TACTICAL ASSET ALLOCATION
Achieve your Investment Targets by focusing on Investment Process and Asset Allocation
- Assess the impact of a challenging investment landscape on your portfolio
- Develop a strategy that incorporates public equity and fixed income
- Add incremental value to your investment
Day 2: May 13, 2022