Observations of a Long-Term Portfolio Manager
October 1, 2012 - October 22, 2012
9:30 a.m. - 11 a.m.
4, Monday
12 student maximum
Location: UNF University Center
(Map it!)
Summary
New!
How is investing defined? This interactive course will explore investment objectives, risk management, asset allocation, portfolio diversification, liquidity, and expected returns by asset category, including stocks and preferred stocks, fixed income, commodities, annuities, alternatives and international exposure.
Maximum participants:
12
Course Fee & Supplies
Course Fee: $25
Instructor
L. McGehee Porter has 40 years’ experience in financial management. His last 25 years were as a general partner, managing director and senior portfolio manager with prominent investment management firms. He worked in New York City in the Wall Street area advising pension funds, foundations, endowments and high net worth private clients.
