This video will cover:
- Portfolio Construction & Asset Allocation
- Considerations Institutional Investor Strategic
- Approaches Defining Model Portfolio
Questions or Feedback?
Presenter
Keith Black, Ph.D., CFA, CAIA®, FDP
Keith Black, PhD, CFA, CAIA, FDP, CDAA, is an award-winning author and course designer specializing in making complex topics accessible to audiences of varying sophistication. He currently serves as the Managing Director of Education for RIA Channel®.
In his previous role as Managing Director of Content Strategy at the CAIA Association, he was a co-author of the second, third, and fourth editions of the level I and II CAIA curriculum on alternative investments.
Keith has also advised foundations, endowments, and pension funds on asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds.
Continuing Education (CE) Credit
This class provides one (1) hour of CFP/IWI/CFA CE credit. You will need to watch the full class before you can proceed with the CE test. You must score at least 70% on the test. You can take the test as many times as needed to pass it. Once completed, you will need to download your CE Certificate of Completion and self-submit to the appropriate board for CFP/IWI/CFA credit. You can also print the CE Certificate for your records.
For questions on CE credits, email us or call 704.540.2657.
Need Help?
For technical support or questions on CE credits, email us or call 704.540.2657.