"Lessons Learned From the Market Downturns of 2000–2002 and 2007–2009"
Discussed by:
Leonard “Pat” Goodall, Ph.D., CFP
Co-Editor, No-Load Portfolios
The presentation will include a discussion of the two most recent market crises and what the individual investor can learn from them. It will point out how the two differ and how they are similar. Special attention will be given to what investors should do differently in the future. The presentation will also cover new investment products and strategies investors can use to enhance portfolio return and, of equal importance, to reduce portfolio risk.
| Attend This Meeting and Learn... |
 | What happened to the stock market in 2002 and 2007? |
 | Were there similarities between the market crashes of 2002 and 2007?
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 | What should investors do differently in the future?
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The Writings of Warren Buffett
Discussed by:
Jeffrey Pierce, MBA and Kenneth Hanson, CFA
Financial Advisors, Stifel, Nicolaus & Co.
This presentation will discuss Warren Buffett’s views on investing by examining the Berkshire Hathaway Annual Report’s Letter to Shareholders. The speakers will examine modern portfolio theory (MPT) and the use of statistical measures such as variance and standard deviation to define risk. The speakers will also examine Buffett’s views on portfolio diversification.
| Attend This Meeting and Learn... |
 | How modern portfolio theory has changed the way people invest |
 | How modern portfolio theory defines risk
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 | How Warren Buffett defines risk
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