A History of Investing and a Look Ahead WEBINAR

Friday, July 8 7:00am - 8:30am PDT

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Your Desk

1.5 Credits

Member Price $64.00

Non-Member Price $84.00

Overview

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history.

Highlights

Early concepts of investment management. Gordon growth Model. Harry Markowitz: Risk return trade-off. Fama & French: Factor modeling. Which factors are better? Smart beta. Incorporating client behavioral biases. What’s Ahead?

Prerequisites

None.

Designed For

CPAs who are involved with the investment functions of their companies, as well as financial advisors who manage client portfolios.

Objectives

Identify the contributions of Harry Markowitz to Modern Portfolio Theory. Recognize how the concept of diversification has changed over time. Distinguish between the major factor investing models.

Preparation

None.

Notice

None.

Leader(s):

  • David Peters

Non-Member Price $84.00

Member Price $64.00