8:00 am Breakfast Buffet
8:30 - 9:30 am Presentation
Guest Speaker: Alan Gorlick, MBA, AAMS
As financial professionals, we advise clients about legal, estate, accounting, tax, insurance, retirement and cash flow needs. One of the factors we may have to deal with is an investment portfolio established by a computer model, a financial advisor or the clients' own handiwork.
How do we ensure that the portfolio's risk is consistent with the client's needs and the rest of our advice? This presentation will arm you with the tools to challenge the assumptions underlying the portfolio's risk profile, evaluate the risk and modify where necessary.
Alan E. Gorlick, AAMS, is CEO of Gorlick Financial Strategies. Prior to financial services, he has significant executive level and consulting experience in international business and corporate finance. He is also a popular speaker, seminar lader and writer on finance, economics, risk management and option theory.
For the past 25 years, Gorlick has been a part-time college professor, teaching MBA and undergraduate finance, economics, strategy and marketing. His academic research includes risk management, strategic options and value creation. He is currently a faculty member and Certified Advanced Facilitator at the University of Phoenix.
His resume includes CEO of Veda Holdings, Ins., a multinational venture funded high-tech company; Vice President and Client Partner of Cadence Design System's Electronics Infusion consulting practice; and COO of Ikos Systems, a company that traded on NASDAQ.
No charge for members; $20 for non members