Portfolio Management: Steven Ellis Instructs FMS Participants

IMG_0334On Thursday, June 11th, Steven Ellis from Colorado Capital Management came to the Middlebury Institute of International Studies to instruct FMS participants on the different aspects of portfolio management. He kicked off the class with a quiz to determine how “risk averse” each participant was with scores ranging from the 70’s – 80’s (“risk loving”) to the 30’s and 40’s (“very risk averse”). Steven broke down the different aspects of what goes into managing million dollar portfolios and got participants to evaluate what their values are when it comes to investing their money. Participants debated between the importance (or not) of companies being involved with issues such as tobacco, oil, alcohol, and even whether gender was taken into account when hiring senior level positions.


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