PPT-INVESTMENT ROUNDTABLE AN INSIDER’S GUIDE TO INVESTING IN TURBULENT TIMES

November 16 2011 FACILITATORS Robert L Olcott CIMA Managing Partner and Senior Institutional Consultant Olcott Consulting Group FAR Investment Community Resource Members Large Group Discussion. Divesting in turbulent times Achieving value in a buyer’s marketContentsForewordSurvey highlightsStrategyPreparationExecutionUnprecedented times for business10 Golden rulesHow Ernst & Young can "Take Charge of Your Finances" Advanced Level. Saving and Investing. Once an appropriate amount of . liquid assets are reached. Recommend refocusing goals from saving to investing. Remember: . The purpose of savings is to develop financial security. Equities, Inc., member FINRA. Presented by…. [Presenter’s name]. [Presenter’s title]. [Presenter’s name]. [Presenter’s title]. Step-by-step investing for tomorrow. Managing Risk. This workshop is about:. Taking care of your future wealth. What is the difference between saving and investing?. Portion of current income not spent on consumption. Saving. Purchase of assets with the goal. . of increasing future income. Advantages of 401(k) Investing. © 2015 Morningstar. All Rights Reserved. . Participant control. Amount invested. Asset mix. Ownership of assets. Pre-tax investing. Tax deferral. Tailored investment plan. 3 Jones). . Alternative to direct investment in or ownership of securities. Refers to buying and selling the shares of intermediaries that hold securities in portfolio. Shares are ownership interest in portfolio entitled to portfolio income. The Road to Financial Independence. Personal Finance . Essentials:. 8 Financial Priorities. Discussion Topics. 1. Perspectives: Spiritual matters. 2. Investing Basics: Before you start. 3. Investment Vehicles: The shopping carts. a . 30 . year old real estate . brokerage . firm that offers real estate investing . education. , investment opportunities and property . listings. . We have six reliable agents that cover the Denver . Advanced Level. Investments. Investments. -assets purchased with the goal of providing additional income from the asset itself but with the risk of loss. All Investments Have Some Risk. Investments have the potential for higher returns. eects. All investors shape these eects through investment decisions. Impact investing is an approach used by investors to harness the power of their investment capital to actively contrib Break time: _____ (10 minutes). End time: _____.  . Please set phones to silent ring and answer outside of the room.. Investment . knowledge quiz. Investing. This module covers:. How to set appropriate investing goals. Selection . and Management of Investments. Brief Summary of ESG & Faith-Based Investing. . DR. IRENE KIM, CPA. ASSOCIATE DEAN OF STUDENTS & FINANCE DIRECTOR. BUSCH SCHOOL OF BUSINESS. ESG Growth Forecast. . investing. 1. Sustainable. investing – What is it?. Sustainable investing, also known as responsible or ESG investing, is an approach to investing that incorporates environmental, social and governance (ESG) factors in the research process to... 1. Minds on. Over a recent 20-year period, what percent of investment pros do you think  “beat the market?”   .   . The market, in this context, typically refers to a stock market index that represents the overall performance of a group of...