PMI Monthly Webinar April 21, 2020 Brian Nelson
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PMI holds monthly calls on topics of interest for PMI members.

 Export to Your Calendar 4/21/2020
When: Tuesday
12:30 PM until 1:30 PM (Eastern)
Where: Conference Call
United States
Presenter: Brian Nelson, CFA, Valuentum
Contact: PMI Staff


Online registration is available until: 4/20/2020
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Meeting link and dial numbers will be sent to you via email once you have registered.

These calls are recorded  and will be available for replay to PMI Members.

Recommendations and Requests for future monthly speakers can be sent to admin@pminstitute.org

These webinars have been submitted for Continuing Education Credits. These webinars have been approved for the following CEU's: CPM, CFP, and CIMA.
Members must attend the live webinar to earn CEU's. The recording is not eligible for CEU's.


Speaker: Brian Nelson, CFA, Valuentum

Topic: Value Trap: The Theory of Universal Valuation


About the Speaker: Brian Nelson, CFA

Brian Nelson is the president of equity research and exchange-traded fund (EFT) analysis at Valuentum Securities.  He is the architect behind Valuentum's research methodology and processes, developing the company's VBI Buying Index. 

Before founding Valuentum in early 2011, Nelson worked as a director in the equity and credit research department at Morningstar. Prior to joining Morningstar, Nelson worked for a small-cap fund covering a variety of sectors for an aggressive growth investment management firm in Chicago. 

 You will learn:

1. The pitfalls of valuation multiple analysis and the risks of extrapolating some empirical quantitative conclusions

2. A critical framework to view and interpret stock price movements and stock valuation

3. The universal nature of enterprise valuation to all things finance from competitive advantage analysis to dividend growth investing and beyond