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| MPT: Staying the Course with No Apologies |
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Wed., Nov. 11, 11:30 am-12:30 pm
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The stunningly swift collapse of stock prices in the fall of 2008 prompted many advisors and others to question some basic tenets of investing, including Modern Portfoli Theory. However, some advisors stuck with their basic principles and retained the vast majority of their clients. In this session, Howard Evensky, president, Evensky & Katz, and Judith Shine, president, Shine Investment Advisory Services, Inc., will explain their philiosophy, the reasoning behind it, and discuss how they conveyed it to clients.
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| Harold Evensky |
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| Judith Shine |
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| Evan Simonoff |
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