“Be aware, be adaptive; know what you own and why you own it” is the central theme of this distinctive course. Building on the previous three courses, you’ll be introduced to ‘adaptive’ or tactical asset allocation within the context of a set of ‘fixed standards’ for making investment-related decisions. This course is also designed to test the knowledge and ‘know-how’ you’ve gained from taking the series. The group will participate in 5 case studies each composed of a series of questions, problems or discussion points the instructor will use to reinforce the learning objectives of the three preceding sessions. Learning doesn’t get any more fun!