Seminar Description:

Investment Management is part art, part science and the field continues to rapidly evolve.  Much of modern investment theory was discredited during the 2007-2009 bear market, where diversification was of little benefit and liquidity and fear overwhelmed most rational forces.  This seminar will touch upon a range of fundamental, technical, and behavioral factors that may influence security prices.  A variety of financially oriented websites will be used in a real-time setting to demonstrate how they can add value in the search for superior returns.

The seminar will discuss a range of investment related topics, including strategies of great investors, such as Warren Buffett, Peter Lynch, and John Templeton. Fundamental analysis, including leading indicators of earnings warnings, will be emphasized.  The presenter will discuss the importance of creating investment and risk management dashboards that combine disparate information sources into a cohesive picture than enables one to take decisive investment action.  Questions from webinar participants are most welcome.

Seminar Presenter:

Dr. John M. Longo, PhD, CFA, is Clinical Associate Professor of Finance at Rutgers Business School, a Principal in a $100 million hedge fund, Senior Vice President of Investment Strategy and Chairman of the Investment Committee for The MDE Group, (www.mdegroup.com). A registered investment advisor with $1.4 billion under management, the MDE Group has been ranked as the 4th best independent investment advisor in the USA by Barron’s in 2007 and 2008. 

He has appeared on CNBC’s Closing Bell with Maria Bartiromo, BBC World, and been quoted in The Wall Street Journal and several other media outlets.  He is author/editor of the critically acclaimed book, Hedge Fund Alpha: A Framework for Generating and Understanding Investment Performance.  He is also a member of the Editorial Boards of The Investment Professional and The Journal of Performance Measurement. Previously, he was a Vice President at Merrill Lynch & Co., Inc.