Event Details

Event Details | Alumni Network | UCLA Anderson School of Management

How much return do you Deserve on your Investments? - Santa Barbara lunch club
Friday, September 19, 2014
12:00 PM - 1:00 PM

UCLA Anderson
AlumniStudents & StaffAll Others
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Total Spaces:      12
Spaces Available:11
Contact: Tim Reinauer 805-886-4017

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A stimulating lunch in Santa Barbara, with investment expert Keith Stempel of Asssetmark, Inc., who will discuss how to define your risk goals as the starting point of thoughtful investing. 
You will learn:
  1. What is a risk budget?
  2. How do I determine my risk budget?
  3. How does that translate into a portfolio?
  4. How will that help me?