A History of Investing and a Look Ahead

You hear it all the time. Financial products are becoming more complex. Diversification has changed. Our approach to investing has changed. What does all this mean? In this course, we will explore how investment theory has changed over time from Markowitz to Factor Investing. Using examples and practical applications, we will talk about how our modern notions of portfolio building have developed throughout history.
Learning Objectives: 
– Identify the contributions of Harry Markowitz to Modern Portfolio Theory 
– Recognize how the concept of diversification has changed over time 
– Distinguish between the major factor investing models 

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Investing
Supercharge Your Book Closing Process by Blitzscaling Quote-to-RevenueTuesday, February 14, 1 PM CST

Learn how to design your organization’s quote-to-revenue process for a significantly faster and more efficient book closing and audit in this fireside chat with our presenters who have firsthand experience running the business systems and technology behind Okta’s hypergrowth phase from $100M to $1B.