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MAY 2015 FOCUS GROUP MEETING

May 28, 2015 @ 7:45 am - 9:00 am

Monte Carlo – Playing the Odds

Along the Efficient Frontier

By Gregory Haeseler, CFA®, CFP®, CRPC®

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Join us as we explore a key investment portfolio analytical tool utilized by many financial advisors. Ideal topic for the non-investment professional.
• Monte Carlo demystified
• Assessing current portfolios vs. strategic portfolios
• Case study examples
• What is the “efficient frontier”?
• Testing the returns via the Monte Carlo Assimilation

For SBEPC Members Only

About Greg
Greg is First Vice President – Investment Officer at Wells Fargo Advisors, LLC. Greg began his career at Bateman Eichler, Hill Richards in 1980, working directly with clients in 1988. He later transferred to Merrill Lynch as a Financial Advisor, staying there until he moved to Wells Fargo Advisors in 2008.

An ardent Rotarian, Greg strongly believes in giving back to the community. An active PTA member at Rogers Middle School, he is also a member of the South Bay Estate Planning Council, a member of the Estate Planning & Trust Council of Long Beach, and an affiliate member of the Professional Fiduciary Association of California (PFAC).

Greg holds a Bachelor’s Degree in business administration, cum laude, from California State University at Dominguez Hills, and has has achieved the designations as a Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNERTM, and Chartered Retirement Planning CounselorTM.

Details

Date:
May 28, 2015
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Other

Speaker
Greg Haeseler
Topic
Monte Carlo – Playing the Odds Along the Efficient Frontier

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map

Details

Date:
May 28, 2015
Time:
7:45 am - 9:00 am
Event Category:

Organizer

Larry Takahashi
Phone:
424-247-7268
Email:
larry@larrytakahashi.com

Other

Speaker
Greg Haeseler
Topic
Monte Carlo – Playing the Odds Along the Efficient Frontier

Venue

PDM, LLP (Piazza, Donnelly & Marlette)
3460 Torrance Boulevard, Suite 200
Torrance, 90503
+ Google Map