Greenwich Library’s investment and portfolio management series starts Sept. 1

This month, patrons can increase their financial literacy and learn all about Investment and Portfolio Management in a detailed, five workshop series beginning on Thursday, Sept. 1. The programs will be held on Thursdays, from 6:30-8 p.m., in the Meeting Room. Other series dates include September 29, October 13, 20, & 27. No registration required.

Presenter, Holly Cao, CFA, has been in investment and wealth management since 1999. She served as Vice President and Senior Vice President at Citigroup Asset Management, Citigroup Private Wealth Management and Morgan Stanley Wealth Management for more than ten years. She is currently an independent representative of TransAmerica Financial Advisors.  

Business programs are open to all at no charge and held in the Library Meeting Room unless otherwise indicated. Experienced librarians are available to help you navigate the Library’s extensive business databases, directories, investor information and nonprofit resources, via email or in person.

Thursday, Sept. 1, 6:30-8 p.m., Investment and Portfolio Management: Workshop One

This introductory workshop is the first of five classes on Investment and Portfolio Management. Presenter Holly Cao, CFA will cover modern portfolio theory and related concepts including asset classes and portfolio risk return, efficient frontier, benchmarking and portfolio construction. The goal is to help patrons learn general investment process and to identify their investment objectives/goals, preferences, and risk tolerance levels in order to develop explicit investment policies.

Thursday, Sept.  29, 6:30-8 p.m., Investment and Portfolio Management: Workshop Two

Workshop two is an introduction to traditional asset classes, focusing on fixed income. Understanding key characteristics of different asset classes is an essential step in investment and portfolio management. Investors frequently divide fixed income assets into cash and bonds as the former mature within one year and the latter with more than a year to maturity. This workshop will identify and illustrate key features of sub-asset classes. Presenter Holly Cao, CFA will help patrons understand the role of cash and bonds in portfolio management.

Thursday, Oct. 13, 6:30-8 p.m., Investment and Portfolio Management: Workshop Three

Workshop three is an introduction to traditional asset classes, focusing on equities.   Like fixed income, equity holdings form the core of investment portfolio depending on an investor’s investment horizon. Presenter Holly Cao, CFA will illustrate the general asset characteristics of equities and categorize the key sub-asset classes based on market classification including size, sector, style and region. Cao will explain the role these key sub-asset classes play for investors.  The workshop will conclude with equity research and selection styles such as active vs. passive; bottom-up vs. top-down and fundamental vs. technical.   

Thursday, Oct. 20, 6:30-8 p.m., Investment and Portfolio Management: Workshop Four

Workshop four is an introduction to alternative asset classes, including inflation-linked bonds, commodities, REITs, real estate, hedge funds and private equity. Presenter Holly Cao, CFA will illustrate their unique characteristics and compare them with traditional asset classes in terms of liquidity, downside risk and portfolio diversification features. The goal is to illustrate and develop appropriate strategies through the choice of optimal combinations of traditional and alternative assets in the marketplace.  

Thursday, Oct. 27, 6:30-8 p.m., Investment and Portfolio Management: Workshop Five

Workshop five will summarize the three previous workshops on fixed income, equities and alternative asset classes) followed by a discussion of asset allocation and portfolio construction.  Presenter Holly Cao, CFA will relate the workshop topics to individual retirement planning – and review recommended investor behavior at various life stages. Cao will illustrate the importance of a disciplined investment approach, including the use of indexed strategies and tax efficiency for taxable investors, to help investors to identify suitable investment and portfolio construction for their individual financial needs. 

Bloomberg and Terminal Access

Patrons can sign up to use the Bloomberg Professional Service computer and the Money.Net Terminal at the Main Reference Desk or sign up one day in advance by calling (203) 622-7910.

Business Magazines

Over 35 hard copy business magazines are available at Greenwich Library, plus many titles that are available through the digital magazine service, Zinio. Popular titles include Forbes, The Economist, Bloomberg Business Week and more.

Business programs and services are made available to Library patrons at no charge through the support of the Greenwich Library Board of Trustees and contributions by generous donors. For more information visit or contact Assistant Business Librarian Yang Wang at [email protected] or by calling (203) 622-7924.

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