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IMN's World Series of ETFs & Investment Management - Creating a Portfolio and Investment Strategy
 
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IMN's World Series of ETFs & Investment Management - May 7, 2012, Boston, MA Creating a Portfolio and Investment Strategy Consistent for Today's Volatile Market Moderator: Elliot Herman, Partner, PRW WEALTH MANAGEMENT LLC Panelists: Greg Peterson Ph.D., MBA, CFA, Managing Director, BALLENTINE PARTNERS, LLC Raj Sharma, Private Wealth Advisor, Managing Director Wealth Management, MERRILL LYNCH J. Christopher Boyd CFP®, CASL®, Chief Investment Officer & Managing Member, ASSET MANAGEMENT RESOURCES, LLC Richard Saperstein, Senior Portfolio Manager, TREASURY PARTNERS - Practical Application: Building a customized and diversified portfolio - Utilizing indexes and ETFs to implement an investment strategy consistent with your goals - Monitoring coverage and keeping alert to new trends, volume shifts - Hedging strategies to protect against decline: Short positions vs. inverse products http://www.imn.org/im
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