Long-Term Investing
Lessons from 50 years of investing

1 hour CE credit for CFP and CIMA*

60 MIN WEBINAR

 


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As two flagship equity funds turn 50, veteran portfolio managers Noriko Chen and Don O'Neal explore what the past can teach us about the benefits of an enduring strategy, the importance of research, the value of flexibility and the future of growth and international investing.



Noriko Chen is an equity portfolio manager with 33 years of industry experience (as of 12/31/2023). She holds a bachelor’s degree in economics from Williams College and a degree in the Japanese Language Bekka Program at Keio University, Tokyo.

Don O'Neal is an equity portfolio manager with 38 years of investment experience (as of 12/31/2023). He holds an MBA from Stanford and a bachelor's degree in nuclear engineering from UCLA. He is also a CFA® charterholder.



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Featured Speaker
Noriko Chen
Equity Portfolio Manager
Don O'Neal
Equity Portfolio Manager

*CFP credit is available only for U.S.-based webinar registrants. Requires at least 50 minutes of attendance. Please allow up to five business days to receive your credit.

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