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Guidelines for Achieving Optimal Portfolio Diversification

Conferences

Speaking Engagements of Dr. Craig L. Israelsen
Date 2012 Conference/Meeting Location
Oct. 2012 October 18-19, 7Twelve Annual Conference Salt Lake City, UT
Sept. 2012 September 11, Philadelphia Financial Planning Association Lafayette Hill, PA
Apr. 2012 April 25, University of Missouri Columbia, MO
Mar. 2012 March 22, American Association of Individual Investors Sarasota and Venice, FL
March 20, Jackson National Lansing and Grand Rapids, MI
March 15, Jackson National Cincinnati, OH
March 14, Jackson National Ft. Wayne, IN
March 13, Jackson National Indianapolis, IN
March 7, Jackson National Green Bay, WI
March 6, Jackson National Madison, WI
Jan. 2012 January 21, Jackson National Hershey, PA
Date 2011 Conference/Meeting Location
Nov. 2011 November 18, Oregon CPA Conference Portland, OR
November 2-3, Jackson National Dayton/Cincinnati, OH
Oct. 2011 October 25, Minnesota Financial Planning Association Minneapolis, MN
October 20-21, 7Twelve Conference, past agenda available for downloading. Salt Lake City, UT
October 18, Center for Due Diligence Conference Chicago, IL
October 14, Williams Financial Group Annual Conference Rockwall, TX
Sept. 2011 September 15, Art of Indexing and ETF Summit New York
Aug. 2011 August 18, Jackson National Peoria, IL
July 2011 July 28, Jackson National Scranton/Allentown, PA
June 2011 June 18, American Association of Individual Investors Washington, D.C.
May 2011 May 26, Jackson National Providence, RI
May 12, Ogden Surgical Society Ogden, UT
Apr. 2011 April 28, Jackson National Cleveland, OH
April 20, American Association of Individual Investors Sacramento, CA
Mar. 2011 March 5, Investment Conference 2011, Asia Financial Planning Journal, www.afpjonline.com/newsite/our_speakers.html Singapore
Feb. 2011 February 17, Jackson National Grand Rapids, MI
February 12, American Association of Individual Investors Charlotte, NC

What Others Had to Say

“Identifying good investments is the easy part; putting them into a portfolio that works for the investor is the hard step. Fortunately, financial advisors and astute individual investors have a great ally in Craig Israelsen to help them with this daunting task. Craig brings the perfect combination of academic rigor and good old-fashion common sense to the job. Moreover, he writes in clear, candid prose, making even the most complex analytics seem simple. Craig gets what so many investment writers miss – that it's all about helping the investor meet their goals and that if investors don't succeed, then all of the wizardry of Wall Street is for naught.”
– Don Phillips, Managing Director
Morningstar, Inc.

“Craig Israelsen has been contributing breakthrough investing ideas, original analysis and thoroughly researched observations to Financial Planning for more than a decade. He's a go-to guy for great insights, and best of all, time usually proves him right.”
– Marion Asnes, former Editor-in-Chief
Financial Planning Magazine

   
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