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Guidelines for Achieving Broad Portfolio Diversification

Conferences

Speaking Engagements of Dr. Craig L. Israelsen
Date 2023 Conferences/Meetings Location
Oct. 2023 7Twelve Conference for Financial Advisors, co–sponsored by Lunt Capital Management, agenda available for downloading Salt Lake City, UT
Date 2020 Conferences/Meetings Location
Dec. 2020 December 10, Client Event sponsored by Rick Nye Hudson, OH
Mar. 2020 March 14, AAII Raleigh NC Chapter Raleigh, NC
Date 2019 Conferences/Meetings Location
Dec. 2019 December 12, Client Event sponsored by Rick Nye Hudson, OH
June 2019 June 15, Los Angeles Chapter of The American Association of Individual Investors (AAII) Los Angeles, CA
May 2019 May 11, San Diego Chapter of The American Association of Individual Investors (AAII) San Diego, CA
Feb. 2019 February 3-10, 7Twelve 9th Annual Conference NCL Cruise
Date 2018 Conferences/Meetings Location
Oct. 2018 October 26-27, National Conference, The American Association of Individual Investors (AAII) Las Vegas, NV
October 25, National Conference, Women in Insurance and Financial Services (WIFS) Austin, TX
Sept. 2018 September 15, The American Association of Individual Investors (AAII) Portland, OR
Apr. 2018 April 14, The American Association of Individual Investors (AAII) San Jose, CA
Mar. 2018 March 10, The American Association of Individual Investors (AAII) Charlotte, NC
Feb. 2018 February 17, The American Association of Individual Investors (AAII) Washington, D.C. (Skype event)
Jan. 2018 January 20, The American Association of Individual Investors (AAII) Houston, TX
Date 2017 Conferences/Meetings Location
Nov. 2017 November 10-11, 8th Annual 7Twelve Conference, agenda available for downloading Salt Lake City, UT
November 3-4, National Conference of American Association of Individual Investors Orlando, FL
May 2017 May 15, Australian Shareholders Association Melbourne, Australia
May 8, Advantage Financial Group Naples, FL
April 2017 April 3, Utah State University Logan, UT
Mar. 2017 March 26, International Conference on Economic and Finance Research Kyoto, Japan
Date 2016 Conferences/Meetings Location
Nov. 2016 November 3, 7Twelve® Annual Conference Virtual Event
Sept. 2016 September 8, Client symposium sponsored by Capital Wealth Advisory Group Madison, WI
September 6, CFA Investment Symposium Edmonton, Canada
May 2016 May 19, Client event sponsored by Rick Nye Hudson, OH
May 12, American Association of Individual Investors Minneapolis, MN
Mar. 2016 March 9, Utah Financial Planning Association Orem, UT
March 3, The Money Show Orlando, FL
Feb. 2015 February 18, American Association of Individual Investors Sarasota, FL
Date 2015 Conferences/Meetings Location
Nov. 2015 November 20, 6th Annual Financial Planning Conference Texas A&M University, College Station, TX
November 12-13, 6th Annual 7TwelveŽ Conference, agenda available for downloading Salt Lake City, UT
November 10, Client event sponsored by Rick Nye Hudson, OH
November 7-9, American Association of Individual Investors National Conference Las Vegas, NV
Oct. 2015 October 29, Women in Insurance and Financial Services Conference Baltimore, MD
Sept. 2015 September 30, Jackson National Seminar Roanoke, VA
September 29, Jackson National Seminar Virginia Beach and Newport News, VA
September 23, Jackson National Seminar Rhode Island
September 22, NorthStar Summit Nashville, TN
September 15, XY Planning Network 2015 National Conference Charlotte, NC
Aug. 2015 August 14, Financial Planning Association Chapter Ventura, CA
August 12, Financial Planning Association Chapter Orange County, CA
June 2015 June 16, Million Dollar Roundtable Conference New Orleans, LA
May 2015 May 21, Client event sponsored by Capital Wealth Advisory Group Madison, WI
May 14, Jackson National Seminar Las Vegas, NV
May 13, Jackson National Seminar San Diego, CA
May 12, Client Event sponsored by Mark Wendell Thousand Oaks, CA
May 6, Jackson National Seminar Sacramento, CA
Apr. 2015 April 23, Client Event sponsored by Rick Nye Hudson, Ohio
April 6, Utah State University Logan, Utah
Jan. 2015 January 28-29, Jackson National Seminar Baltimore, MD
January 20-21, American Association of Individual Investors Delray, FL and Orlando, FL
January 13, Advantage Financial Group Meeting Naples, FL
Date 2014 Conferences/Meetings Location
Dec. 2014 December 15, Indonesian Financial Management Assoc Meeting Bali, Indonesia
Nov. 2014 November 14, Seminar for Capital Wealth Advisory Group Madison, WI
Oct. 2014 October 9-10, 5th Annual 7Twelve Conference, agenda available for downloading Salt Lake City, UT
October 2, Financial Planning Association St. Louis, MO
July 2014 July 22-23, Jackson National Seminar Baltimore, MD
July 17, Securities Service Network (SSN) Annual Conference Baltimore, MD
June 2014 June 3, Jackson National Seminar Fresno, CA
May 2014 May 1, Jackson National Seminar Scottsdale, AZ
May 6, Jackson National Seminar Ventura, CA
May 7, Jackson National Seminar San Jose, CA and San Mateo, CA
May 8, Jackson National Seminar Walnut Creek, CA
May 13, Financial Planning Association Warwick, RI
May 13, American Association of Individual Investors Boston, MA
May 14, Financial Planning Association Norwood, MA
May 15, National Association of Personal Financial Advisors Salt Lake City, UT
May 20, Jackson National Seminar Torrance, CA
May 21, Jackson National Seminar Bellevue, WA
Feb. 2014 February 11, Jackson National Seminar Las Vegas, NV
Jan. 2014 January 30, American Association of Individual Investors Ventura, CA
Date 2013 Conferences/Meetings Location
Nov. 2013 November 1, Jackson National Life Seminar Long Island, NY
November 7, Jackson National Life Seminar Sacramento, CA
November 22, Jackson National Life Seminar Canton, OH
Oct. 2013 October 3-4, 4th Annual 7Twelve Conference agenda available for downloading Salt Lake City, UT
October 9, Jackson National Life Seminar Anaheim, CA
October 19, American Association of Individual Investors Washington, D.C.
Sept. 2013 September 4, Terrapin Hedge Fund Conference Hong Kong
September 10, American Association of Individual Investors Houston, TX
September 12, Utah Financial Planning Association Salt Lake City, UT
September 19, Charlotte Financial Planning Association Conference Charlotte, NC
September 25, Jackson National Life Seminar Fort Wayne, IN and Indianapolis, IN
September 26 CFD Investments Annual Conference Kokomo, IN
July 2013 July 26, Garrett Financial Network Annual Conference Kansas City, MO
May 2013 May 2, Jackson National Seminar Tigard, OR
May 23, Jackson National Seminar Honolulu, HI
Mar. 2013 March 7, Jackson National Seminar Nashville, TN
Feb. 2013 February 6, Jackson National Seminar Appleton,WI
February 7, Jackson National Seminar Brookfield, IL
February 7, 401k Coach Seminar Rosemont, IL
Jan. 2013 January 24, Ogden Utah Surgical Clinic, Utah Medical Association Financial Services Seminar Ogden, UT
Date 2012 Conferences/Meetings Location
Oct. 2012 October 18-19, 7Twelve Annual Conference, agenda available for downloading Salt Lake City, UT
Sept. 2012 September 11, Philadelphia Financial Planning Association Lafayette Hill, PA
Apr. 2012 April 25, University of Missouri Columbia, MO
Mar. 2012 March 22, American Association of Individual Investors Sarasota and Venice, FL
March 20, Jackson National Kalamazoo and Traverse City, MI
March 15, Jackson National Cincinnati, OH
March 14, Jackson National Ft. Wayne, IN
March 13, Jackson National Indianapolis, IN
March 7, Jackson National Green Bay, WI
March 6, Jackson National Madison, WI
Jan. 2012 January 21, Jackson National Hershey, PA
Date 2011 Conferences/Meetings Location
Nov. 2011 November 18, Oregon CPA Conference Portland, OR
November 2-3, Jackson National Dayton/Cincinnati, OH
Oct. 2011 October 25, Minnesota Financial Planning Association Minneapolis, MN
October 20-21, 7Twelve Annual Conference, agenda available for downloading. Salt Lake City, UT
October 18, Center for Due Diligence Conference Chicago, IL
October 14, Williams Financial Group Annual Conference Rockwall, TX
Sept. 2011 September 15, Art of Indexing and ETF Summit New York
Aug. 2011 August 18, Jackson National Peoria, IL
July 2011 July 28, Jackson National Scranton/Allentown, PA
June 2011 June 18, American Association of Individual Investors Washington, D.C.
May 2011 May 26, Jackson National Providence, RI
May 12, Ogden Surgical Society Ogden, UT
Apr. 2011 April 28, Jackson National Cleveland, OH
April 20, American Association of Individual Investors Sacramento, CA
Mar. 2011 March 5, Investment Conference 2011, Asia Financial Planning Journal Singapore
Feb. 2011 February 17, Jackson National Grand Rapids, MI
February 12, American Association of Individual Investors Charlotte, NC

What Others Had to Say

“Identifying good investments is the easy part; putting them into a portfolio that works for the investor is the hard step. Fortunately, financial advisors and astute individual investors have a great ally in Craig Israelsen to help them with this daunting task. Craig brings the perfect combination of academic rigor and good old-fashion common sense to the job. Moreover, he writes in clear, candid prose, making even the most complex analytics seem simple. Craig gets what so many investment writers miss – that it's all about helping the investor meet their goals and that if investors don't succeed, then all of the wizardry of Wall Street is for naught.”
– Don Phillips, Managing Director
Morningstar, Inc.

“Craig Israelsen has been contributing breakthrough investing ideas, original analysis and thoroughly researched observations to Financial Planning for more than a decade. He's a go-to guy for great insights, and best of all, time usually proves him right.”
– Marion Asnes, former Editor-in-Chief
Financial Planning Magazine

    

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