Conference Materials

2015

The Tale of Enron: What the Smartest Guys in a Room Can Teach Us About Concentrations!

Wednesday, April 22, 2015 1:15 PM - 2:15 PM

Speaker

Asma Usmani

Senior Portfolio Manager/Team Leader
EDWARD JONES TRUST COMPANY
St. Louis, Missouri

Speaker Bio

Session Description

Your clients that previously owned shares of Enron, World Com, AIG and Lehman Brothers will attest that there is such a thing as too much of a good thing. In this session we will explore the role of asset allocation as the primary driver of account performance. We will discuss the importance of diversification across sectors, industries and asset classes. Finally, we will present advice to help you and your trust investment professionals effectively reduce concentration risk while managing taxes and emotional attachments.

Session Material

Presentation