September 12, 2023

Webcast Replay

1.5 CPE

A History of Investing and A Look Ahead

September 12, 2023
Webcast Replay
1.5 CPE

A History of Investing and A Look Ahead

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    Instructor

    David
    Peters

    View Bio

    David Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Bio

    David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA

    Founder & Owner, Peters Professional Education

    David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.

    David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. 

    He holds four master’s degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia. 

    Education

    • The American College, Bryn Mawr, PA 
      • Ph.D. Financial Planning & Retirement Income - Current 
      • M.S. Financial Services - 2014 
    •  Virginia Commonwealth University, Richmond, VA 
      • M.B.A. Master of Business Administration - 2011 
    • Pittsburgh Theological Seminary, Pittsburgh, PA 
      • M.Div. Master of Divinity - 2006 
    • University of Illinois, Champaign, IL 
      • M.S. Accounting – 2004 

    Certifications

    • Certified Financial Planner (CFP) - Since December 2013 
    • Certified Life Underwriter (CLU) - Since June 2013 
    • Certified Financial Consultant (ChFC) - Since June 2013 
    • Certified Property & Casualty Underwriter (CPCU) - Since May 2013 
    • Certified Global Management Accountant (CGMA) - Since July 2012 
    • Certified Public Accountant (CPA) - Virginia, North Carolina, South Carolina 

    Activities & Associations

    • Board Member at Leadership Metro Richmond
    • American Institute of Certified Public Accountants: 
      • Young Member Leadership Committee (since 2016) 
      • Member Retirement Committee (since 2016)

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

CPE Credits Available

1.5 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

This event has ended.