A History of Investing and A Look Ahead

Description

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.

Learning 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

Major Topics

• 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?
• Takeaways

Provider
Peters Professional Education L.L.C.
Course Level
Overview
Professional Area of Focus
Business & Industry
CPE Field of Study
Finance
1.5
Who Should Attend

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

Instructor(s)
David Peters
Prerequisites

Basic understanding of investment terms and concepts

Advanced Preparation

None

Location
Online
Event Information
When
May 9, 2023
9:00 am - 10:30 am EST
Location
Online
Total CPE Credits
1.5
Format
Webcast Replay

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$70.00

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$100.00
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A History of Investing and A Look Ahead


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