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Fall 2006 Seminar Schedule | Fall 2006 Speaker Bios
Each seminar in the fall Education Program was taught by an invited speaker and accompanied by a Powerpoint presentation. Copies of this presentation, along with handouts with supplementary notes and materials, was provided to SWS members.
Jump to a seminar:
September 30 , 2006: Information Session
SWS Founding Team
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October 3 , 2006: Intro to Investing
Preston McSwain, SVP and Director of Private Asset Management at Neuberger Berman
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October 11 , 2006: More on Investing
Lise Woodard, Investment Analyst
Wilkins Investment Counsel
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October 18 , 2006: Value Investing
Andrew Weiss, President and Chief Investment Officer
Weiss Asset Management
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October 25 , 2006: Financial Statement Analysis
Carolyn Clark
Harvard Business School
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November 1 , 2006: Intro to Valuation
Stu Linde
Head of Equity Research
Lehman Brothers
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November 8 , 2006: Discussion on Companies
Entire SWS Team
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November 15 , 2006: Market Factors & Trends
John Copeland
Managing Director
Lehman Brothers
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November 29 , 2006:
Making an Investment Recommendation
Meredith Adler
Managing Director
Lehman Brothers
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December 13, 2006: Personal Investing
Jamie Harmon
Vice President
Fidelity Investments
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The presentation and handouts are available here for your personal interest. They are for the use of Smart Woman Securities members and are not available for distribution. Abuses of copyright may result in the presentations and handouts being taken offline. For questions, please email info@smartwomansecurities.com.
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