Ascend Midwest Chapter held the June seminar on June 30, 2011: How To Manage Your Personal Investment In This Volatile Market. This is one of the many monthly seminars we plan to carry out on various subjects which may be helpful and interesting to Ascend members. The Seminar was held at 222 S Riverside Plaza, 29th Floor, Chicago, IL 60606.
Kevin Yu presented and shared his valuable knowledge and practical experience on how to manage our personal investments. Kevin is the Founder and Chief Executive Officer of Yunistone Investment Group LLC, a Chicago-based independent investment firm servicing high net worth and institutional clients. During the seminar, Kevin illustrated six principles to achieve a successful personal investment management - the importance of consistent returns, diversification, global investing, time horizon, rebalancing and discipline. In the Q&A session, Kevin answered many questions including how to invest in the 401k, the current economic condition, market valuation, opportunities and risks as well as the difference between various investment vehicles (e.g. ETF vs. mutual fund).
The seminar was very well-received by the audience. All participants felt the seminar was very instructive and helpful in managing their own personal finance.