Sorry Sold-out
The Wharton Club of Boston is proud to present a panel of expert Wharton Alums discussing "Strategies for Personal Investing." After the financial crash of 2008, it is a great time to review our investing strategies and determine how we should be approaching management of our investments.
Moderating our panel will be Kimball Halsey WG '96, a WCB Officer and President of Radius Capital Management. Because of the enormous response that we had to his presentation last Spring, Spencer Sherman WG '87, author of the popular book: The Cure for Money Madness, will be advocating the use of indexes and asset allocation and explaining how to do so. We are also lucky to have David Boit Trustee at Loring, Wolcott & Coolidge taking a different approach.
About Kimball B. Halsey
Kimball Halsey is the President and founder of Radius Capital
Management, LLC. Mr. Halsey has been tracking mutual funds
and developing quantitative investment models for more than
20 years. The culmination of this work is the Radius Risk-Adjusted
Return Investment Strategy, the quantitative tools and model
that drive Radius Capital Management's investment decisions
- and performance.
Mr. Halsey graduated from Dartmouth College in 1983 with
a B.A. in Mathematics and Economics. In 1996 he earned his
M.B.A. (with high honors) in Finance from the Wharton School
of the University of Pennsylvania, graduating in the top 5%
of his class (Palmer Scholar). At the same time he also earned
a M.A. (with honors) in International Studies from the Lauder
Institute (School of Arts and Sciences) of the University
of Pennsylvania. In addition to his native English, Mr. Halsey
is fluent in German and French and is conversant in Russian.
For more information: www.radius-capital.com
About Spencer Sherman
Spencer Sherman, CFP, the co-founder and CEO of Abacus Wealth Partners, has
been regularly named one of Worth Magazine's 100 Top Wealth Advisors in the
U.S. He earned his MBA in Finance from Wharton in 1987. The Cure for Money Madness creates an
original paradigm for readers to understand and improve their relationship to
money. It also offers the highly successful Rainbow Portfolio™, a highly diversified and sustainable investment strategy that has consistently beaten the market over the long term.
Spencer
D. Sherman, MBA, CFP
Author of "The Cure for Money Madness" (Broadway Books, an imprint of
Random House, 2009)
CEO, Abacus - Changing the World One Portfolio at a Time™
About David Boit
Mr. Boit joined Loring, Wolcott & Coolidge as a trustee in 2001. He is a
graduate of Harvard College and holds an MBA from the Wharton School of
Finance. Additionally, he holds a masters degree in International
Studies from the University of Pennsylvania. Previously, Mr. Boit worked
for Sextant Group Inc., a New York firm focused on venture capital and
private equity investment opportunities. David also spent four years
advising large corporations on mergers, acquisitions and corporate
transactions for James D. Wolfensohn Inc. and its Moscow-based affiliate
The Russian-American Investment Bank. He is a Chartered Financial
Analyst and a member of the Boston Security Analysts Society. David
currently serves as a trustee of Community Charter School of Cambridge.
David Boit, MBA, CFA
Trustee, Loring, Wolcott & Coolidge
| Date: |
April 8, 2010 |
| Time: |
6:00pm – 8:00pm |
| Location:
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Burns & Levinson, 125 Summer Street (8th Floor), Boston, MA
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| Event Sponsor: |
|
Cost: |
Members: Complimentary (Thanks to our sponsor Burns & Levinson)
Members may bring one guest for $5
Non-Members: Sold Out
Registration is mandatory by April 5. Absolutely no walk-ins permitted.
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Refreshments:
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Hors d'œuvres, beer, wine and soft drinks provided
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| Register:
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Sorry, sold out.
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Parking: |
We are unable to provide parking but have investigated several nearby options:
Winthrop Square
Garage at 240 Devonshire is $5.00 for Five Hours after 5 pm and a maximum charge $10.00 (just about a block away).
Post Office Square Garage is $9.00 after 4pm (more of a walk - 5 minutes
or so)
These rates are subject to change.
|
| Registration Deadline:
|
April 5, 2010 |
Thanks to our Event sponsor:
Burns
& Levinson LLP, a Boston-based law firm with over 125 attorneys in Massachusetts
and Rhode Island,
represents dynamic, growth-oriented businesses, privately and publicly held
companies, universities, institutions and individuals regionally, nationally
and internationally. Our core areas of practice are business law, business
litigation, intellectual property, real estate and private client services - estate
planning, probate and trust litigation, divorce and other family law issues.
For more information visit our web site at www.burnslev.com.
|
Event Dashboard:
When: Thursday, 04/8/10 at 6:00pm - 8:30pm | iCal
| Location |
| Law Offices of Burns & Levinson
125 Summer Street
Boston, MA 02110
|
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