Invest. Here. Now.

Invest. Here. Now. September Gathering: "A New Foundation for Portfolio Management"

  • 18 Sep 2014
  • 4:00 PM - 6:00 PM
  • Northampton Friends Meeting, 43 Center St, Northampton

Registration


Registration is closed

We will discuss Leslie Christian's paper, “A New Foundation for Portfolio Management,” exploring the assumptions of traditional portfolio management and implications for alternative investment strategies. 

Agenda:

  • 4:00-4:15 Sign in, networking and snacks
  • 4:15-4:30 Introductions (Scott Reed)
  • 4:30-4:50 Lynn Benander, CEO of Co-op Power and Northeast Biodiesel, summarize Leslie's paper and propose some questions to be addressed in small group discussions.
  • 4:50-5:30 Small groups looking at how we can apply the ideas Leslie proposes as alternative portfolio management criteria to guide our own investment decisions.
  • 5:30-6:00 Networking, new member orientation, investment group organizing breakout.

You'll get the most out of the gathering if you download and read Leslie's paper,  “A New Foundation for Portfolio Management,”  beforehand, but it's not a requirement.

Please register to help us figure out how to set up the space and how much food to bring.

We are paying for the space and would appreciate donations of whatever you can afford.

You'll get the most out of the gathering if you download and read Leslie's paper, “A New Foundation for Portfolio Management,” beforehand, but it's not a requirement.

Please register to help us figure out how to set up the space and how much food to bring.

We are paying for the space and would appreciate donations of whatever you can afford.
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