Please join the Asian Network at Yale (ANY), Future Leaders of Yale (FLY), and Yale Veterans Network (YVN) for a financial and retirement planning workshop with Dr. Charles D. Ellis, founder and former managing partner of Greenwich Associates. Dr. Ellis will address topics such as how best to invest retirement funds, contribution matches, maximizing funds in retirement, balancing financial priorities, and managing finances with different types of debt. This workshop is relevant for all age groups.
To RSVP, go to: https://bmsweb.med.yale.edu/tms/tms_enrollments.offerings?p_crs_id=7058.
Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. He sat on the Board of Directors of America’s largest fund company, The Vanguard Group, which manages over $1.7 trillion dollars in assets. In addition, Charley was a successor trustee of Yale University, where he chaired the university’s famed investment committee with David Swensen. He was awarded the Graham & Dodd Award of Excellence from the Financial Analysts Journaland is one of only twelve people recognized by the CFA Institute for lifetime contributions to the investment profession. He has served on the governing boards of both Harvard and Yale business schools, as well as New York University’s Stern School of Business and Phillips Exeter Academy. In short, Dr. Ellis is one of the most highly regarded and sought-after experts in the investment field.