7Twelve
7Twelve Report Conferences
 

Speaking Engagements of Dr. Craig Israelsen

Date Conference/Meeting Location
December 2010 Super Bowl of Indexing Phoenix, AZ
November 2010 FPA of Greater Phoenix Scottsdale, AZ
Institutional Investor Conference New York, NY
August 2010 Utah Medical Association Financial Services St. George, UT
July 2010 CLS Investments Omaha, NE
June 2010 FPA - Northern California San Francisco, CA
Utah Retirement System Salt Lake City, UT
April 2010 American Association of Individual Investors Miami, FL
November 2009 Institutional Investors Conference:
"New Dimensions of Retirement Plans"
New York, NY
October 2009 FSC Annual Conference Atlanta, GA
Center for Due Diligence Conference Scottsdale, AZ
February 2009 Target Fund Summit Boston, MA
January 2009 U.S. Department of Treasury Washington, DC

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, Editor-in-Chief
Financial Planning Magazine