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A History of Investing and a Look Ahead

  • 09/07/2022
  • 3:30 PM - 5:00 PM
  • Webinar - CPA Crossings



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.

Learning 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

                                  Program Content:

                                  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?

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

                                                                Level: Overview

                                                                InstructorDavid Peters

                                                                Developer: Peters Professional Education LLC

                                                                CPE Credits: 1.5

                                                                Area of Study: Finance

                                                                Prerequisite: None

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                                                                Grand Forks, ND 58201

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                                                                 (701) 775-7111
                                                                or (877) 637-2727

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