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Centennial Speaker Series: Stephen Foerster on In Pursuit of the Perfect Portfolio

Tuesday, April 12 | 12:00 PM - 1:00 PM

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Overview

A co-sponsored event, presented by CFA Society New York, the Gabelli Center for Global Security Analysis, and the Museum of American Finance.

Join us for a lunchtime talk with Stephen Foerster, co-author of In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest, as he discusses how the greatest thinkers in finance changed the field and how their wisdom can help investors today.

Is there an ideal portfolio of investment assets, one that perfectly balances risk and reward? In Pursuit of the Perfect Portfolio examines this question by profiling and interviewing 10 of the most prominent figures in the finance world: Jack Bogle, Charley Ellis, Gene Fama, Marty Leibowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe, Bob Shiller, and Jeremy Siegel. We learn about the personal and intellectual journeys of these luminaries―which include six Nobel Laureates and a trailblazer in mutual funds―and their most innovative contributions. In the process, we come to understand how the science of modern investing came to be. Each of these finance greats discusses his idea of a perfect portfolio, offering invaluable insights to today’s investors.

Copies of In Pursuit will be raffled off to attendees.

Agenda

12:00 PM | WELCOME REMARKS

James Kelly, Director, Gabelli Center for Global Security Analysis


12:03 PM | SPEAKER INTRODUCTIONS

David Cowen, President and CEO, Museum of American Finance


12:08 PM | PRESENTATION

Stephen Foerster, Professor of Finance, Ivey Business School


12:45 PM | AUDIENCE Q&A


1:00 PM | CLOSING REMARKS

David Cowen, President and CEO, Museum of American Finance

Co- Sponsored By

Museum of American Finance