News Column

Christian Koch Earns Advanced Strategist Certificate

June 3, 2014



DENVER--(BUSINESS WIRE)-- Atlanta-based Certified Private Wealth Advisor® Christian G. Koch recently earned an Advanced Investment Strategist Certificate in Portfolio and Risk Management from the Investment Management Consultant’s Association® (IMCA®).

Christian G. Koch, CPWA® Certified Private Wealth Advisor ® (Business Wire)

Christian G. Koch, CPWA® Certified Private Wealth Advisor ® (Business Wire)


Koch successfully completed educational sessions held in BostonMay 5-7. The Advanced Investment Strategist Certificate in Portfolio Risk Management is designed for investment consultants and wealth managers dedicated to acquiring the advanced knowledge needed to manage client portfolios more effectively in today's uncertain, new global economy. The program featured university faculty from top business schools along with experienced industry practitioners in a series of application-oriented sessions to help advisors better understand how to apply new knowledge and skills in practice.

Koch exchanged ideas with experts in sessions on Federal Reserve policy and interest rates, portfolio theory and diversification, managing globally diversified portfolios, and new perspectives for the future.

Speakers and session leaders include Professor Christopher C. Geczy, PhD, of the Wharton School at the University of Pennsylvania; Professor Yacine Ait-Sahalia, PhD, of the Bendheim Center for Finance at Princeton University; and Professor Andrew Lo, PhD, of the MIT Sloan School of Management.

Koch, CFP®, CPWA®, is President of KAM South in Atlanta. In 2013, he was honored with a coveted Five Star Wealth Manager Award. He is a long-time investment manager and recognized equity research industry leader. Koch is a Certified Financial Planner ™ Professional, and is a member of the Rotary Club of Buckhead and the Harvard Business School Club of Atlanta.

Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 9,400 individual members. IMCA members collectively manage more than $1.9 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2013, IMCA conferences and workshops hosted more than 4,000 attendees.





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Source: Business Wire


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