Lunch is provided
 

Todd Heim (Ultimus), Joey Ludwig (EY) and Ryan Wheeler (Thompson Hine) are the presenters for this training course designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold. The following key areas will be covered during this training:

Part I: Fund Basics – we’ll take a look at common mutual fund objectives, the risk/reward characteristics of the securities they invest in, legal and compliance considerations and the advantages associated with mutual funds.

Part II: Purchasing Mutual funds – we’ll assess how a fund’s share price is determined, where investors go to purchase funds, the various types of sales charges that exist, and examine what makes up a fund’s expense ratio.

Part III: Comparing mutual funds – we’ll examine the criteria that investors and investment professionals use in comparing various funds: performance, expense, risk indicators, etc.
 

Tuesday, March 5, 2024
Workshop: 12:30 pm – 3:30 pm
Spring Networking Event: 4:00 pm – 8:00 pm

Cost: Free For GCMFA Members 
$50 non-member fee

Basic Training at Atrium II
EY Office
First Floor Conference Room
221 East Fourth Street
Cincinnati, OH 45202

Following the Basic Training, Members are invited to attend a Spring Networking Event from 4:00-8:00pm at the Backstage Event Center
625 Walnut Street, Cincinnati, Ohio 45202.

Deadline for Reservations: February 28, 2024

Click here for Basic Training Workshop Flyer. 
Register via email or fax the Registration form to 1+513-939-2653 by February 28, 2024.