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Foundations of
Family Investing
May 29, 2022, Sunday
4:00 PM - 5:30 PM ET
Foundations of
Family Investing
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© 2022 Valens Research. All rights reserved.
© 2022 Valens Research. All rights reserved.
May 29, 2022, Sunday
4:00 PM - 5:30 PM ET
Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial.
Professor Litman has lectured and advised at top programs like Harvard Business School and London Business School, for the US government, including the Pentagon and US Marine Corps War College, for CFA Societies and investment teams from New York to Istanbul to Tokyo, and for leadership of the world’s largest firms such as PwC and Credit Suisse.
Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s Barron’s Magazine and Institutional Investor, and is a regular author in Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review. Litman co-authored the highly-acclaimed book, "DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth."
As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis.
Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
About the Speaker
About the Event
Securing your financial freedom requires significant knowledge in investing and financial planning.
Professor Joel Litman, Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research, will provide an insightful and necessary step-by-step guide for individuals and families to design their financial future at the “Foundations of Family Investing” webinar.
In this event, we promise incredibly new insights and education in powerful investing strategies that can serve you a lifetime. You will learn the strategies and advice from some of the greatest investors in the world, who saw through Wall Street’s incompetence quite a long time ago.
This event will provide step-by-step guidance for evaluating your financial needs and determining options for aligning those needs.
Simple. Powerful.
Professor Joel Litman is one of the most notable anti-Wall Street champions of the individual and family investor. With tens of thousands of readers—including 200 of the 300 largest money managers on the planet AND thousands of everyday family investors—Professor Litman has earned their trust with a 30-year career in researching and exposing flaws in the financial and investment worlds.
By attending this event, you will be able to:
“Success in investing doesn't correlate with I.Q…
...what you need is the temperament to control the urges that get other people into trouble in investing.” - Warren Buffett
“Success in investing doesn't correlate with I.Q… what you need is the temperament to control the urges that get other people into trouble in investing.” - Warren Buffett
- Successfully determine how much to invest in fixed income, equity, and securities
- Develop a sound understanding of your investment timetables
- Confidently apply individual and family investment strategies
- Understand different investment environments and planning future investments accordingly
- Learn the financial freedom cycle and effects of each step