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
How to Optimize B2B Payments for Your Business (CPE)Thursday, June 8 1 PM CST

ACH. Credit cards. Virtual cards. Real-time payments. And more. The number of B2B payment choices has grown over the years, with each having its own benefits and tradeoffs. How do you go about choosing the best payment strategy for your business?

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