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Panel Workshop Details

Aug 26, 2017, 1:30 PM - 2:15 PM PDT


What to Trade: Process-Driven Idea Generation

In this session, Michael Khouw, and colleague Mark Guthner, CFA, both long-time investment professionals with broad experience as traders, analysts, and portfolio managers will discuss their methods for systematically identifying long (or short) trading opportunities. These approaches can be used by both novice and experienced investors to improve their trading and investment selection process, and can leverage the experience, expertise, preferences, and risk tolerance of the user. Additionally, using a systematic approach to identifying when to get into a good trade idea will also help you recognize when you might want to exit those positions that are not working out very well and improve your investing discipline.