Investing A to Z: Financial Education Series for Adults

Investing A to Z: Financial Education Series for Adults

Wednesday, July 28, 2021 | 12:00 PM to Wednesday, September 22, 2021 1:00 PM

Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for a nine-part series on investing. Designed to lead you through basic investment concepts, the series aims to provide participants with a greater understanding of what professional investors look for when reviewing stocks, bonds, mutual funds and options. Learn about interest rates and economic indicators and how they impact markets.

The speakers include investment specialists from the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), distinguished professors from Fordham University and New York University, as well as Wall Street investment professionals. 

The series begins on Wednesday, July 28 at 12 noon with the program Investing: Let’s Get Started and continues each Wednesday at noon through September 22. Each program will build on the knowledge you have gained in the previous session! Or participants are welcome to register for individual programs.

Register for each program separately by going to:

  • July 28 at 12 Noon Investing: Let’s Get Started Neale Godfrey explores investing and shows that no matter how much you know (or don’t know) about markets, you can start to invest with confidence.
  • August 4 at 12 Noon An Introduction to Investing In Stocks Gerri Walsh, President of the FINRA Investor Education Foundation, discusses different types of stocks and how to assess whether a given stock is right for you.
  • August 11 at 12 Noon Investing in Stocks: Analysis Join Prof. James Kelly, Director of the Gabelli Center for Global Security Analysis at Fordham University, for a discussion of investment terms and concepts that Wall Street analysts utilize when they recommend stocks.
  • August 18 at 12 Noon The Importance of Interest Rates and Markets The interest rate is a key price in a market economy. Dr. Richard Sylla, Professor Emeritus of Economics at the NYU Stern School of Business, surveys the many interest rates that confront us, how they are determined by supply and demand in money and capital markets, and how they are affected by central banks such as the US Federal Reserve.
  • August 25 at 12 Noon Investing in Bonds Join Prof. Sris Chatterjee, Gabelli Chair in Global Security Analysis at Fordham University, for an introduction to bonds and bond terminology and learn about relationship between bond prices and interest rates and other important risks when  purchasing bonds
  • September 1 at 12 Noon Understanding Mutual Funds & ETFs Join Suzanne McGovern and Christopher Bellacicco, attorney in the U.S. Securities and Exchange Commission to discover what you should know about mutual funds and ETFs before investing. (Registration to open soon.)
  • September 8 at 12 Noon Economic and Investment Outlook review current economic reports, investment market indicators and the investment implications of each. (Registration to open soon.)
  • September 15 at 12 Noon Equity Options – Core Concepts and Terms Join Edward J. Modla Executive Director, Investor Education at OCC,  for a discussion on key concepts and terminology to keep in mind before investing with options.
  • September 22 at 12 Noon Origins of the Capital Markets Using original documents from the Museum of American Finance’s vast collection, MoAF President David Cowen showcases the plan that Alexander Hamilton created to build the US financial system.

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