Successful Investing brought to you by the Letter "D"

Date: Saturday, November 17 · 1:30 PM - 8:00 PM UTC
Location: Chicago (Orland Park)

Successful Investing: Brought to you by Big Bird, Elmo and the letter “D”. =)

Ken Kavula and Mark Robertson will lead a series of sessions exploring the foundations of successful investing from analysis — to the sharing of ideas — to the design and maintenance of long-term portfolios.

8 AM Registration (All Times local, CT)

8:30 AM Discovery: How do we find the best stocks to study?

9:30 AM Diligence: How do we study them? What characteristics are most important?

10:30 AM Design: What are the most important aspects of building and maintaining successful portfolios?

11:30 PM Lunch

12:00 PM Diversification: What do we need to reinforce when it comes to diversification and allocation?

1:00 PM Deployment: How can our portfolios guide decision-making? What are the important considerations when it comes to selling stocks?

2:00 PM Discussion: Open Question & Answer session.

Registration details to follow.