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Faculty
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Schedule
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Pre-Reading
Required reading:
Books:
- Ellis, Charles D., Winning the Loser’s Game: Timeless Strategies for Successful Investing, McGraw-Hill, 2002
- Hughes, James E. Jr., Family Wealth: Keeping It in the Family, Bloomberg Press, 2004
- Glossary of Investment Terms, courtesy of Westwood Group
- Barrons, Dictionary of Finance and Investment Terms, courtesy of Marsh Private Client Services
- Marks, Howard , “The Investment Realist's Creed,” Trust and Estates, April 2002
- Remmer Ryzewic, Susan, “Setting Investment Policy in a Family with Diverse Interests,” From a talk at the Institute for Private Investors, May 21, 1992
- Beyer, Charlotte B., “Look in the Mirror, Advisers and Investors”, Investment News, February 12, 2001
- Chhabra, Ashvin and Lex Zaharoff, “Setting an Asset Allocation Strategy,” The Journal of Wealth Management, Winter 2001
Optional reading:
(not required)
Books:
- Brunel, Jean L.P., Integrated Wealth Management: The New Direction for Portfolio Managers, Euromoney Institutional Investor Plc, 2002
- Collier, Charles W., Wealth in Families, Harvard College, 2001
- Beyer, Charlotte B., “Family Offices in America – Why the Bloom Is Off the Rose”, The Journal of Private Portfolio Management, Fall 1999
- Jeffrey, Robert H. and Robert D. Arnott, “Is Your Alpha Big Enough To Cover Its Taxes?” The Journal of Portfolio Management, Spring 1993
- Jeffrey, Robert H., “Tax-Efficient Investing Is Easier Said Than Done”, The Journal of Wealth Management, Summer 2001
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