September 12, 2023


Webcast Replay


1.5 Total CPE Credits

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A History of Investing and A Look Ahead

  • Instructor

    David
    Peters

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

CPE Credits Available

1.5
Total CPE
1.5
Finance

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Business & Industry

Prerequisites

Basic understanding of investment terms and concepts

Advanced Preparation

None

Intended Audience

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

Provider

Peters

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