What the sessions covered

Portfolio management sessions moved from single securities to the whole portfolio: modern portfolio theory, the efficient frontier, asset allocation, and the role of rebalancing.

Members built model portfolios, set benchmarks, and learned to evaluate results with risk-adjusted measures rather than raw returns.

Part of the curriculum developed under founder and president Christopher R. Peckyno.

Archived materials

Materials for this topic are listed here as they are added to the archive.