Do-It-Yourself Wealth Management

We're all our own wealth managers, regardless of who you pay for advice and trade execution. Given the potential conflicts of interest, managerial risk and excessive fees, it's not difficult to do better for yourself than what most professionals can do for you. Even if you choose to pay a professional, it is still your responsibility to monitor them concerning suitable strategies and performance net of fees. Investment portfolios have a lot of moving parts with multiple risk dimensions. In this presentation, Stanley J. Kon, PhD '76, will take you through a disciplined investment process for wealth portfolio construction, monitoring and revision involving many accounts and many investments with overlapping risk dimensions.

About Stanley J. Kon
Stanley J. Kon is the editor of the Journal of Fixed Income (2001-present) and Chairman of Ripsaw LLC. He has taught at various universities such as Duke, NYU, University of Michigan and several others. He also served on several bank and holding company boards and was also a consultant to government, business and financial institutions. 

Dr. Kon has written extensively in the areas of investment management, performance measurement, asset pricing, statistical models of stock returns and mortgage-backed securities. He has published articles in such journals as the Journal of Financial Economics, Journal of Finance, Journal of Business, Journal of Empirical Finance, Journal of Fixed Income and the Financial Analysts Journal.