fall 2006 handouts

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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