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Portfolio Design and Risk Management: An Evolution

Traders on the floor of the NYSE Feb 28, 2014 after GDP was reported lower
Traders on the floor of the NYSE Feb 28, 2014 after GDP was reported lower
Photo by Andrew Burton/Getty Images

DePaul University M.S. Wealth Management Series presents:

Portfolio Design and Risk Management: An Evolution

Jason Laurie, Managing Director of Altair Advisers, will lead a discussion of Portfolio Risk Management in the post crisis environment. The wealth management industry faced meaningful challenges with respect to the management of risk in the wake of the most recent financial crisis.

About the speaker Jason Laurie:

Jason has been tailoring investment plans which address clients’ unique objectives since 1997.

As a Founding Partner of Altair Advisers, Jason’s role includes client service, business development, and is the Chairman of Altair’s Investment Committee. He lectures before several professional groups including the World Presidents’ Organization, and is quoted in both the local and national media. Jason was selected as one of Chicago magazine’s Five Star Wealth Managers for 2010, 2011 and 2013.

Prior to forming Altair, Jason was a manager in Arthur Andersen’s Private Client Services practice. He oversaw engagements that coordinated investment advisory services with other wealth planning strategies. In addition to his work with wealthy individuals, Jason developed and conducted retirement investment planning seminars for employees of leading Chicago corporations. Prior to joining Andersen, Jason worked at the investment research firm Ibbotson Associates where he worked in the group that developed and maintained asset allocation software which Altair Advisers currently utilizes.

Jason is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the CFA Society of Chicago.

Date: Thursday March 13, 2014

Time: 7:45am to 9am

Venue: DePaul University,1 E. Jackson Blvd, Chicago, IL 60604

Continental breakfast will be served

For more information and registration email to cfs@depaul.edu or go to http://go.depaul.edu/cfs.

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