Vol. 10, No. 1, SUMMER 2009

The Masters Series
“Ideas and Innovation across Multiple Disciplines: A Discussion with Nobel Laureate Harry M. Markowitz, PhD”

Recent Research
“Approaching the Tarmac: Examining Target Date Funds and Balanced Funds,” Craig L. Israelsen, PhD
“Location and Trading Performance in Electronic Markets,” Ryan Garvey, PhD, and Fei Wu, PhD
“A New Approach to Tail Risk,” Ana Cascon, PhD, and William F. Shadwick, PhD

Retirement Planning
The Yield Disparity in 401(k) Plans: Does Higher Annual Pay Mean Higher Rates of Return on Retirement Accounts?” Matt Morey, PhD

Wealth Management
A Framework for Portfolio Decumulation,” Richard K. Fullmer, CFA®


New Science of Asset Allocation
Live Audio Broadcast I September 16

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Advanced Wealth Management
Conference

November 8-9 I San Francisco, CA
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Practice Management Conference
December 6-7 I Vail, CO
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IMCA Essentials of Investment
Consulting Certificate Program

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