Fundamentals of Investing Seminar

Fundamentals of Investing Seminar (New in 2018)
Sunday, November 25, 2018

Download a complete Seminar Agenda.

Speaker Presentations:
 

SEMINAR AGENDA

 

TIME                                  TOPIC                                                    PRESENTER

09:00AM – 09:45AM     Continental Breakfast                    

09:45AM – 10:00AM     Opening Remarks                            

10:00AM – 11:00AM     Fixed Income                                     Jeffrey Detwiler, CFA®
                                                                                                        Portfolio Manager
                                                                                                        
Garcia Hamilton & Associates

11:00AM – 12:00PM     U.S. Equity                                          Patrick Schussman, CFA®, CIMA®, AIF®                                                                                                                                          Managing Director
                                                                                                        Aristotle Capital Management

                                           Non-U.S. Equity                                Andrew Temming, CFA®
                                                                                                        Partner
                                                                                                       
Renaissance Investment Management

12:00PM – 01:00PM      Lunch                                                  

01:00PM – 02:00PM      Public Real Estate (REITS)               Tom Budinger, AIF®
                                                                                                                          
  
Senior Vice President
                                                                                                        Adelante Capital Management

02:00PM – 03:00PM      Alternative Investments                 Vikram Raju
                                                                                                        
Executive Director
                                                                                                        Alternative Investment Partners                  

03:00PM – 04:00PM      Asset Allocation &                           Jason B. Miyashita, CIMA®, CRPS®, AIFA®
                                           Portfolio Optimization                   Managing Director
                                                                                                       Raymond James & Associates (RJA)
04:00PM-04:15PM         Closing Remarks                 

    

This Seminar is designed for individuals new to investments and investing, or for those in need of a refresher. The characteristics, types, risk and rewards for the most common types of investments will be addressed. The concluding session will bring it all together and explain how they fit into an overall investment portfolio, whether it be for an individual investor or a large public fund. Completion of the seminar is recognized by the awarding of a Certificate of Completion. No examination is required. No prerequisite.


For any inquiries, please direct your email to APAFS Administrator .