Jeremy L. Lau, CFA, CFP

speaker-jeremy-lau
CFA, CFP

Jeremy L. Lau, CFA, CFP serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal State University, Fullerton’s trustee certification program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent Investors, he worked as an Executive Director in investment banking in Asia for some of the world’s largest securities firms in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

When taking over legacy assets or monitoring existing portfolios, the ability to properly read investment statements will give significant information to fulfill the duty to monitor.
Member Price: $50
Non-Member Price: $70
CE / MCLE Awarded:
1.0
Presented Date: August 27, 2021
This course will discuss the fundamental financial management obligations of trustees and fiduciaries under the Uniform Prudent Investor Act.
Member Price: $75
Non-Member Price: $105
CE Awarded:
1.5
https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/