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Investment Statistics and Modern Portfolio Theory

Module Details
Audience: Junior to mid-level asset managers, Wealth advisors/financial planners, Family offices, Wealth advisory firm clients (retail investors). Level of material adjusted to audience.
Duration: 2-4 hours, depending on desired content and level of detail
Location: Miami Herbert Business School, University of Miami


The contributions made by multiple Nobel laureates in economics during the 1960s-70s revolutionized the investments industry.  Although these contributions led to the disciplined, analytical approach the industry adopts today, their associated statistics and performance metrics are widely misunderstood. This seminar explores the investments field’s prevailing methodology and tools stemming from “Modern Portfolio Theory,” with an emphasis on intuition.


Timothy R. Burch

Timothy R. Burch is Associate Professor of Finance at the Miami Herbert Business School and Academic Director of the full-time Master of Science in Finance (MSF) program. His research on mergers and acquisitions, investor behavior in crisis periods, and equity financing is published in leading academic journals, and his current research focuses on mutual funds and asset bubbles. Professor Burch’s industry experience includes full-time work as an actual analyst at a global pension consulting firm, serving as a board member of a mutual fund family, and providing a wide variety of financial consulting services.
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