Letters to Our Clients
On March 11th, I attended the 8th Annual College of Charleston Strategic Investment Symposium. The symposium is hosted and conducted by the CofC School of Business Investment Program. The Symposium itself is quite an accomplishment. It continues to grow year after year, attracting an increasingly impressive line-up of key-note speakers and investment business owners. These top presenters, who you have probably seen on any of the big finance news slots, are there for those in the industry lucky enough to attend, but most importantly for the students of the Investment Program. The School of Business Investment Program is an opportunity for some of the best students from the business school to put what they’ve learned in the classroom to work. They employ asset valuation, group collaboration, and portfolio management skills to manage an investment portfolio with real money, donated from various sources attached to the school. You can find out all about the program, as well as the students’ presentation of their portfolio holdings and annual reports, at the program’s website.
Kendall J. Anderson, CFA, Founder
Justin T. Anderson, President