We plan to have classes in 2023. Interested participants should fill out a questionnaire that will help the instructors tailor the curriculum to student needs. Please complete the questionnaire if you wish to attend the classes.
Depending on the results of the questionnaire, classes may be held on Zoom at no charge to the students, or the classes may be in person with a small fee to pay for the classroom.
Classes will be held on the 3rd Saturday mornings of the month between 9:00 AM and 11:00 AM California Time starting on March 18, 2023.
For more information, contact Steve Rawlinson, email hidden; JavaScript is required
Curriculum
Lectures 1 and 2: Coverage of a variety of investment issues at an introductory level March 18 and April 15 | Lecture 1 Slides | Lecture 2 Slides | Lecture 1 Recording | Sorry, we forgot to record Lecture 2
Lecture 3: Factor Investing and Momentum Investing May 20 | Slides | Recording
Lecture 4: Managing Retirement and Bucket Investing June 17 | Tom’s Slides | Mahendra’s Slides | Recording | Chat Lecture 5: Stock Selection July 15
Lecture 5: Stock Selection | Slides | Sorry, but we forgot to record. | Answer to follow-up question
Classes Prior to 2023
We have a separate page to describe classes prior to 2023.