Financial Poise
Personal Finance Investing 2.0 - Alpha Beta Key Concepts

Alpha, Beta & Other Key Concepts

You buy some stocks, the market goes up (or down) and your stocks do too. How much of the move of your stocks is due to your savvy as a stock picker (this is alpha) and how much is due to the rise in the market generally (this is beta)? And if you used the advice of an advisor, how much in fees did you pay? These and other basic questions about stock market investing and related topics are the subjects for this webinar.


Webinar Faculty

Moderator:

Jonathan Friedland
Jonathan Friedland

Jonathan Friedland is a senior partner in Sugar Felsenthal Grais & Helsinger LLP’s Chicago office. He is ranked AV® Preeminent™ by Martindale.com, has been repeatedly recognized as a “SuperLawyer”, by Leading… Read More

Panelists:

Ron Diamond
Ron Diamond

Longtime investor and entrepreneur Ronald Diamond is the Founder and Chairman of Diamond Wealth Strategies. He represents 100 single Family Offices ranging in size from $250 million to $30 billion. … Read More

Sang H. Lee
Sang H. Lee

Sang H. Lee is the CEO and co-founder of DarcMatter, the global award winning fintech platform for alternative investments. As a pioneer within the Financial Services and Technology industries, he… Read More

Tom Cohn
Tom Cohn

Tom is a Principal in the Cleveland office and has more than five years of experience in various investment management roles. He is a member of the Investment Committee, Investment… Read More

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