25 марта 2008 г.

Asset Allocation For The Private Investor

CFA Association (Russia) invites you to participate in its regular breakfast meeting
with Frank C. Dohn, CFA
Managing Director at
Wilmington Trust Investment Management
Costa Mesa, CA, USA
The event will take place on Tuesday, March 25, 2008,
at 9:30am in the IFC Moscow office.


Asset Allocation For The Private Investor

(1) Private Investor Wealth

(2) Historical Market Returns
-- Historical Asset Class Returns
-- Historical Asset Performance over Various Time Periods
-- Estimating Future Returns: Measuring Historical Relationships

(3) Risk Considerations
-- Paying attention to your starting point is key to diversifying intelligently

(4) Role of Diversification
-- Available Asset Classes
-- Asset Class Diversification
-- Diversification is Not a Compromise

(5) Role Of Asset Allocation For The Private Client
-- Strategic asset allocation
-- Tactical Asset Allocation
-- Security Selection

(6) Components Most Responsible for Differential Fund Performance

(7) Fundamentally Weighted Equity Strategy

(8) An Illustration of Fundamental Versus Cap-Weighting

(9) Sample: Personal Investment Policy Statement
-- The Asset Allocation Process - Determining the Inputs
-- Client Return Requirements
-- Time Horizon
-- Tax Sensitivities
-- Legal and Regulatory Issues
-- Current Regulatory/Fiduciary Issues
-- Investment Policy Statement


Mr. Dohn is a managing director at Wilmington Trust Investment Management and the senior investment officer for its California division. He oversees many of the senior flagship accounts for high-net-worth individuals, trusts, and charitable foundations. He is responsible for developing and implementing asset allocation programs for his clients based on their unique parameters for risk and return. Over the years, Mr. Dohn has been the senior portfolio manager for several California-based Forbes 400 families. He is a past member of the Board of Governors of CFA Institute and a past president of the CFA Society of Los Angeles. Mr. Dohn also developed and oversaw the USC/LASFA CFA Review Program for many years. In 2004, he received the Alfred C. Morley Distinguished Service Award from CFA Institute for his many years of service.

The meeting will be hosted at the IFC offices: 36 Bld. 1. Bolshaya Molchanovka Street, Moscow, on Tuesday, March 25, 2008, at 9:30AM 

Please RSVP to Kristina Zaitseva at kzaitseva@cfarussia.ru (or by replying to this message)

Tea/coffee will be served - 100rbls members, 150rbls non-members

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