Seminar 4 - Investment Fundamentals

This interactive session will simulate real-world situations where investors of all ages navigate investing a new pool of capital. The speakers will help attendees define an investment philosophy by exploring: Return vs. Risk, Concentration vs. Diversification, Strategic vs. Tactical Allocation, and Passive vs. Active Management. Working in small groups, each team will define their investment philosophy around the above topics, state their general investment outlook, and report their portfolio allocation to the larger group. Combining earning methods to explain fundamental investment concepts through peer learning, this session will help attendees understand the basic principles of investing in a fun, practical format.

Kristi Kuechler, Managing Director, Investor Market, Family Office Exchange

Paulina Cromwell, Product Manager, Family Office Exchange
 

Investing Fundamentals Session 1

Investment Fundamentals Session 2