II COMT Financial Conference: “Asset management in times of volatility”

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Colegio Oficial de Médicos de Toledo

Published on Mar 8, 2024
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In collaboration with Banco Mediolanum, the Toledo Medical Association organized the second session of the “COMT Financial Training Days” cycle on March 7th from 5:30 to 7:30 p.m., a complete training program aimed at professionals interested in learning about the possibilities of improving the management of their personal finances and assets and based on four independent blocks. The first of these, held on November 7th, was dedicated to “Introduction and keys to financial planning.” In this second installment and, under the heading “Asset management in times of volatility,” issues related to “Diversification as the basis of asset management. The 5 Ds”; “Red and Blue: anchoring assets to global growth”; “The emotional impact on financial decision-making” and “Learning from the best: strategies and methods” will be analyzed, concluding with a practical case. The speaker of this second training block was Máximo Moreno Serrano, Financial Advisor at Banco Mediolanum. You can access the first video of the Financial Conference held last November here: • Conference “Introduction and keys to the ...

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