Investment Management 101
Manage Investments Like a Pro!
Jim Rich served as Chief Investment Strategist of IBM Retirement Funds where he worked for 23 years. He helped manage both the defined benefit plans and 401(k) plans in the US and abroad representing well over $100 billion in assets. Now retired.
Prior to that, he served as Chief Investment Officer of Swiss Bank Corporation's (now UBS) New York Branch where he worked for about 18 years. He focused upon global investment management for high net worth private clients.
He received his AB from Dartmouth College, his MBA from NYU, and is a CFA charterholder.
https://www.linkedin.com/in/james-h-rich-cfa-33059971/
646 850 6963
SAMPLE SLIDES
A few examples of slides included in the above course topics:
Shanghai 1995
