Event Calendar
Help for this page My CE Transcript
Hosted by CFA Tampa Bay

From "The Big Shift" to Investment Policy Statement: Ed Easterling

From “The Big Shift” to Investment Policy Statement
Attended the November 30th "Lunch with the Experts" featuring Ed Easterling. Have a particular interest in how investment theory and philosophy can shape Investment Policy Statements. Please join us at Noon on December 7th for a one-of-a-kind conversation with Ed Easterling for a critical review on an Investment Policy Statement at Crestmont Land Trust.

Diversification: Risk vs Assets
This will be an active discussion on creating an overall beta neutral portfolio in an IPS. Diversification will focus on sources of risk and return rather than asset classes or subasset categories.

Take the opportunity for you to share your experience and perspective.

Those making reservations will receive a draft of the IPS prior to the event.

Read The Big Shift

Learn more about Crestmont Land Trust

Tuesday, December 7, 2021
12:00 PM - 1:00 PM Eastern Time


Zoom Virtual Meeting Platform

Speaker Profiles


Ed Easterling
Founder and President
Crestmont Research, LLC

Ed Easterling is the founder and president of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets. He has over 30 years of alternative investment experience, including financial markets, private equity, and business operations. Easterling is the author of “Probable Outcomes: Secular Stock Market Insights” (Cypress House, 2011), as well as “Unexpected Returns: Understanding Secular Stock Market Cycles” (Cypress House, 2005). In addition, he is a contributing author to “Just One Thing” (John Wiley & Sons, 2005) and co-author of chapters in “Bull’s Eye Investing” by John Mauldin (John Wiley & Sons, 2004). Easterling is a senior fellow and a board member at the Alternative Asset Management Center at SMU’s Cox School of Business in Dallas, and previously served as a member of the adjunct faculty teaching the course on alternative investments and hedge funds for MBA students. Easterling holds a BBA in business, a B.A. in psychology, and an MBA from Southern Methodist University.

Event ID  210