MODERN INVESTMENT STRATEGIES

Format B/C

This four-session course will provide an introduction to investing. The curriculum examines various asset classes like stocks, bonds, and ETFs, while discussing general fundamentals of investing. Topics include:
• Understanding risk vs. reward
• Investment strategies
• Building a diversified portfolio

Tuesdays, April 8, 15, 22, 29; 10:00 AM - 12:00 PM

Presenters: Kenneth E. Hansen, CFA, MBA, AIF; Stifel First Vice President/Investments; Portfolio Manager – Solutions Program. Kenneth graduated with a BS in Economics and Biology, Carroll University, and an MBA from University of Southern California. Notably, Kenneth is a former Captain, USMC.

Dan Hansen, MBA; Stifel Financial Advisor / CA Insurance License #4284676. Dan graduated with a BS in Finance, University of Scranton, and an MBA from the University of California, Irvine. Notably, Dan is a former collegiate basketball player.

Developer: Jessie Tromberg