4Thought Financial Group Resources

CPA Continuing Education Course: Alternative Methods of Investing

Written by 4Thought Financial | Aug 19, 2019 6:00:17 PM

In this 2 CPE credit session presented by 4Thought Financial Group Chief Investment Officer Jesse Mackey, we'll discuss the various methods of investing used in the professional money management industry, including Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing, as well as the market environments in which they tend to perform best.

This will include a broad overview of investment management for the novice, as well as in-depth concept and analytics relative to the various methods for experienced practitioners.

Please join us.

4Thought Financial Group will be hosting an informative, 2 CPE credit-eligible course on "Alternative Methods of Investing" on Thursday, September 19, from noon to 2 p.m. at its office at 6851 Jericho Tpke., Suite 120, in Syosset, NY. A light lunch will also be served.
 

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Investment Advisory Services offered through 4Thought Financial Group Inc., an SEC Registered Investment Adviser.