IMCA | March/April 2010

Feature Articles
“The Future of Youth Financial Education,” Ted Beck
“Introducing the Manager Tenure Ratio,” Frederick C. Bruckner, CIMA^®, AIF^®
“Investor Education and the Family Office,” Charlotte B. Beyer
“Learning through Social Networking,” Kristen Luke
“Professional Designations—A Comparison Table”
“Q-Sort: Linking Firm Culture and Investment Manager Success,” Fernand Schoppig, CIMA^®, CIMC^®, CFP^®
“Structuring to Optimize Tax-Efficiency: Recent Developments and Innovations in Single Stock Concentration Risk Management,” Thomas J. Boczar, Esq., LL.M., CPWA^®, CFA^®, and Nischal Pai, CFA^®
“A Summary of ‘Loosening Your Collar: Alternative Implementations of QQQ Collars,' by Edward Szado and Thomas Schneeweis, PhD,” Philip H. Gocke
“To Roth or Not to Roth? In 2010, That Is the Question,” Marc Horner, CIMA^®, CPWA^®
“Perspectives on 2009 and Beyond,” Ronald J. Surz, CIMA^®
“Rethinking Modern Portfolio Theory: New Lessons about Old Standards,” Meghan P. Elwell, JD, AIFA^®, and Alexander Pekker, PhD, ASA
“The Yale Endowment Model of Investing Is Not Dead,” Timothy J. Keating

Book Review
The Unbounded Mind: Breaking the Chains of Traditional Business Thinking, Ian I. Mitrof and Harold A. Linstone

The Evolution of Fund Analysis
May 17, 2012 | 4:15 PM ET

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IMCA Essentials of Investment
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