A History of Investing and a Look Ahead
Wednesday, August 30, 2023
Webcast or Webinar, Online
9:00 AM - 10:30AM (opens at 8:30 AM) EST
1.5Credits
Technical Business
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Members
$69.00 Regular Price
Non-Members
$92.00 Regular Price
Course Type: Webcast
Course Code: 23/CX39137
Level: Overview
Vendor: CPA Crossings, LLC
Field of Study: Finance
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. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Objectives:
After attending this presentation you will be able to...
- 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
Major Topics:
The major topics covered in this class include:
- 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?
Major Topics:
The major topics covered in this class include:
- 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?