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Jesse Picunko

Jesse Picunko

Portfolio Manager • RVW Wealth

Memphis, Tennessee, United States •

$1,501 - $5,000

About

Discuss the practical skills of constructing robust client portfolios and managing risk

Speaking Topics
Financial services
Signature Programs (1)


A review of theory and practice that investment advisors should know to build robust, controlled, and managed portfolios. The agenda includes how theory can guide our approach, the critical impact of benchmark selection, and how to choose and monitor the risks taken in the portfolio.

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Available For
Conference (Full-day Event)
Workshop (3+ hour event)
Webinar (Virtual event)
Fee
$1,501 - $5,000
Open To Bookings
North America
Languages
English