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" Investment counseling for private clients IV : "
Ernest M. Ankrim [and others].
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BL
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| Record Number
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1019335
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| Doc. No
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b773705
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| Main Entry
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Integrated Private Wealth Management(2002 :, Phoenix, Ariz.)
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| Title & Author
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Investment counseling for private clients IV : : proceedings of the AIMR seminar "Integrated Private Wealth Management", March 11-12, 2002, Phoenix /\ Ernest M. Ankrim [and others].
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| Publication Statement
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Charlottesville, Va. :: Association for Investment Management and Research,, ©2002.
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| Series Statement
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AIMR conference proceedings,; 2002, no. 4
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| Page. NO
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vi, 90 pages :: illustrations ;; 28 cm.
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| ISBN
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0935015868
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: 9780935015867
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| Notes
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"August 2002"--Title page verso.
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| Contents
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Foreword / Katrina F. Sherrerd -- Biographies -- Overview: Investment counseling for private clients IV / Kathryn Dixon Jost -- Financial physicians / Meir Statman -- Global diversification is (still) good for your clients / Ernest M. Ankrim -- Hedge fund investing for private clients / Lori R. Runquist -- Managing performance: monitoring and transitioning managers / Louisa W. Sellers -- Improving tax efficiency with derivatives / Jean L.P. Brunel -- The diversification of employee stock options / David M. Stein, Andrew F. Siegel -- Strategies for retirement benefits in estate planning / Natalie B. Choate -- Succession planning for a first-generation family business / Fredda Herz Brown -- Future strategies for private wealth management / John Philip Coghlan.
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| Subject
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Investment analysis, Congresses.
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Portfolio management, Congresses.
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Investment analysis.
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| Subject
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Portfolio management.
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| LC Classification
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HG4529.5.I58 2002
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| Added Entry
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Ankrim, Ernest M.
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| Added Entry
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Association for Investment Management and Research.
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| Parallel Title
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Continuing education
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