Financially management workshop for funder-investors
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Financial management workshop held at the University of Calgary will help financial managers learn the ins and outs of managing a financial plan.
The workshop is being held to help financial advisors better understand the risks and rewards of investments, and to prepare financial managers for the challenges they face in managing portfolios.
“This is an opportunity to share the information that financial managers need to understand the complexities and risks of their portfolio, including tax planning, risk management and asset allocation,” said Kristina Condon, associate professor in the School of Finance at the university.
“Finance professionals can use this workshop to better understand what’s really happening in their portfolios and also to identify ways they can take advantage of opportunities.”
Condon said the workshop is meant to help managers learn from the best.
“I think it’s very important to be able to use the information in the workshop to help people understand their financial future,” she said.
“It’s an opportunity for financial managers to have a discussion and see what the risks are, and how they can mitigate those risks.”
Cameron, along with co-presenter Jennifer Dickson, said the financial planning workshop will help fund managers better understand their portfolios.
Dickson said the goal of the workshop was to help fund advisers better understand how to manage the risks of portfolio management.
“Fund managers are looking for ways to minimize the risks, and we need to be prepared to do that because we’re going to be in these markets for the next decade or more,” she explained.
“And the way we look at our portfolio is that if we’re not diversified, we’ll have a lot of the same risks.
And we need diversification.”
Cooley said it’s important to keep in mind the risks.
“We can’t afford to have all these bad outcomes that will happen,” she added.
“And we’re in the midst of a crisis right now.”
She said financial advisors need to have the knowledge to navigate the financial world.
“So that when a crisis happens, we can be ready to get out of the way,” she advised.
“So financial advisors are going to need to learn to manage their portfolios.”‘
I can’t imagine this’Dickson and Cameron said the focus of the financial management workshop is to give fund managers a good starting point.
“But we’re also going to talk about the risks that we have, and it’s not just the tax risks,” she noted.
“There’s also a lot more of the other things that are going on in our lives that affect us.
So we want to really make sure that we can look at the whole picture of what’s going on.”
Dickson also said it was important to look at what fund managers can learn from each other.
“If you’ve been managing for a while, you’ve probably come to understand that your client base is really broad and diverse, and you might come to realize that there are certain things that they can’t manage,” she continued.
“They can’t do all of the things you can do, or they can do something different.”
She added that it’s also important to consider how a financial advisor can adapt to the changing world.
For example, the university is planning to host a financial management conference in the future.
Financial management workshop held at the University of Calgary will help financial managers learn the ins and outs of managing…
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