Post-EMBA Workshop: Personal Investments: Financial Assets, Efficient Diversification, and Risk-Return Trade-off

Date:
Saturday, April 8, 2017
Time:
14:00-18:00
(doors open at 13:45)
Venue:
Temple University, Japan Campus, Mita Hall, Room 502 (Access)
Cost:
10,000 yen (pay at door)
Language:
English (no translation provided)
Registration:
Registration Form
Registration is now closed.

Note: This event is open to alumni only.

Lecture Topic

Knowing these concepts and applications may help you retire at 60 years old instead of working until 75 years."

Topics to be covered:

  1. Personal Investments: Definition, Overview, and Financial Models
  2. Financial Assets and Risks
  3. Financial Markets: Money, Bond, Equity, and Derivatives
  4. Investment Process
  5. Mutual Funds and Other Investment Companies
  6. Risk and Return Evaluation
  7. Efficient Diversification
  8. Investment Opportunity Set
  9. Portfolio Optimization
  10. Wrap-up

Participants should bring their laptops and know how to use Excel spreadsheet.

About the Lecturer

Dr. Pedro Kono

Adjunct Professor of Finance, Temple Pepperdine Universities

Dr. Pedro Kono is an Adjunct Professor of Finance at Temple and Pepperdine Universities. He holds a doctoral degree in Business Administration from Nova Southeastern University and worked more than 30 years for Citigroup managing strategic planning, structured financing, and asset based finance internationally. Dr. Kono is married, with two children and two grandchildren. He has lived in Brazil, Japan, and United States and is the President and CEO of Key Financing Solutions LLC, a company providing consulting services in corporate finance and personal investments.