CFA Webcasts

CFA Webcasts

  • 560 Ray C Hunt Dr
  • Charlottesville, Virginia
  • 22903-2981

Description

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession. In this episode, Scott Welch discusses whether diversification failed, the best way to manage risk, and the future of the Yale endowment model. Please e-mail us your webcast comments and suggestions. Scott Welch is co-founder, senior managing director, and member of the executive committee at Fortigent, LLC. He oversees Fortigent’s Investment Research team and is the chair of the investment committee. Mr. Welch is a frequent speaker on wealth management topics and he regularly authors industry-related articles that appear in numerous trade journals. He is a member of the editorial advisory boards of The Journal of Wealth Management and the IMCA Investments & Wealth Monitor. Mr. Welch holds the CIMA designation and he earned a BS in mathematics from UC Irvine and a MBA from the UMASS Amherst. This information is accurate as of the date of recording.

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