Weekly Blog #20

Due January 9^th, 2015

Matthew Blair

            This week was great. We had a lot of work, but I had my first mentor meeting and it went great. I was able to meet with him on Friday and I learned a lot. We started working on my Final Product and he taught me a lot about asset classes that they invest in. He even gave me homework to do; I’m pretty sure that this was one of the only times I have been excited to have homework. We decided to create an ETF portfolio and we are excluding the private sectors meaning Private Equity/Debt, Hedge Funds and Core Private Real Estate. Although I might have a good ETF that tracks the Hedge Fund Sector that I will ask my mentor about.

            As for next week I plan to start allocating assets and picking how much money I plan to invest in which sectors. I have broken up my Final Product into different stages with due dates on each so I can finish it promptly and with time to spare. I will meet with Mr. Allen again on Friday 13^th, 2015 at 2 PM.