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Saving and Optimizing Your Finances through the Use of Mathematics

Learn how the mathematical formulas learned in the classroom play an integral role in investment strategies and portfolio management. First, learn from an Investment Banker the concept of risk analysis, as well as the use of present and future value in the valuation of companies. Then learn from an Actuary about health and life insurance plans and why certain people's interest rates are higher, as well as how this impacts investment strategy during one's lifetime. A Mutual Fund Expert discusses sinking fund plans and how they can save money. Finally, hear from a Private Equity Analyst about how the concept of risk and return plays out on the corporate level in determining which company investments are worthwhile.

  1. Mutual fund Expert

  2. Investment Banker

  3. Private Equity Analyst

  4. Actuary