When to Hold 'Em and When to Fold 'Em: Investment Policy Real-Life People Can Stick With
From the 2008 Asset Allocation for Private Clients conference
In this webcast, Danielle K. Park, CFA, discusses the following:
- Best practices for creating investment policy that real people can live with, and how to help clients maintain investment discipline through a full market cycle
- Efficient markets and other fables that harm capital
- Why the long term can be way too long for finite lives
This webcast comprises a 40-minute presentation and a 14-minute question-and-answer session.
Speaker
Danielle K. Park, CFA, is president and portfolio manager at Venable Park Investment Counsel Inc. Previously, she held positions at an international securities firm and as a barrister. Ms. Park is the author of the book Juggling Dynamite: An Insider's Wisdom on Money Management, Markets, and Wealth that Lasts. She has been writing, teaching, and educating industry professionals as well as investors on the risks and realities of investment behaviors, and she is a regular guest on CBC and Business News Network.
This information is accurate as of the date of recording.
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Topics
- Portfolio Management
- Private Wealth Management
Details
| Length: |
54min |
| Posted: |
12/23/2008 |
| Recorded On: |
11/18/2008 |
| CE Credits: |
1 CE |
| Formats: |
|
Price (USD)
| Members: |
FREE |
| CFA Program Candidates: |
$25.00 |
| Standard Rate: |
$35.00 |