How to Develop a Successful Investment Program (CPIM Approved)

Recorded On: 05/11/2020

  • Registration Closed

Participants will be able to learn the ins and outs of a successful investment program. Instructors and panelists will walk participants through the entire investment process, including developing an investment policy, developing an investment strategy, determining service providers, executing the strategy, accounting, and reporting.

Nick Vaccari

CFIP, Public Funds Advisor, Meeder Investment Management

Scott Gruber

CMT, Client Portfolio Manager, Meeder Investment Management

Scott has been with Meeder since 2011. Today, Scott’s role as a Client Portfolio Manager focuses on developing public funds solutions, working with clients to implement and maintain investment objectives, manage future cash flows, and provide strategy for Investment portfolios. Scott is a Chartered Market Technician (CMT) and currently holds his FINRA series 7 license.

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How to Develop a Successful Investment Program (Part 1)
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How to Develope a Successful Investment Program - Part 2
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Contact Hour
1.00 Contact Hours credit  |  No certificate available
1.00 Contact Hours credit  |  No certificate available
You must register to access.
CPIM Code
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
By clicking the Get CPIM Code button, I acknowledge that I have watched the video in it's entirety and am now eligible to receive the code.
You must register to access.