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Portfolio Management Strategies

 

Understand the financial markets, the inherent risks, and the best strategies for asset allocation and portfolio balancing.

There are two approaches to investing - passive and active. One requires a constant monitoring system either individually or through automation; the other involves an investment professional. Either way, every investor needs to understand the risks in the financial markets and the impact on the portfolio. Most important, when financial markets become volatile or shift, what are the proper strategies for ensuring the portfolio is balanced. This course will help investors and professionals better understand the financial markets, the inherent risks, and the best strategies for asset allocation and portfolio balancing.

Agenda

Faculty

Drew Stevens, Ph.D.

Drew Stevens, Ph.D.

Stevens Performance Group

  • Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
  • Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
  • His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
  • Has produced over $11 billion in revenue for organizations while always delivering to others
  • Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
  • Registered insurance professional and working actively towards his investment advisory certification
  • Well-known international keynote speaker and seminar producer

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