"Investing A to Z" Financial Education Series

Virtual Series in Partnership with the New York Public Library


Wednesday, July 6, 2022 | 12:00 PM to Wednesday, August 31, 2022 1:30 PM

Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for a nine-part virtual 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 6 at 12 noon and continues each Wednesday at noon through August 31. 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 6 at 12 Noon The Business of Personal Finance: How to Improve Financial Wellness Joseph Calandro, Jr. discusses how to effectively understand and manage personal finances, avoid debt and build for the future, using straightforward tools and techniques developed in conjunction with business economics.
  • July 13 at 12 Noon An Introduction to Investing In Stocks Gerri Walsh, Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA), discusses different types of stocks and how to assess whether a given stock is right for you. 
  • July 20 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.
  • July 27 at 12 Noon Understanding Mutual Funds & ETFs Join Suzanne McGovern from the US Securities and Exchange Commission (SEC), as she discusses mutual funds and ETFs including the important differences between the two. Learn about net assets values, fees and cost, distributions, tax considerations, investment strategies and more. 
  • August 3 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
  • August 10 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 17 at 12 Noon Economic and Investment Outlook Anna Wong, Chief US Economist for Bloomberg Economics, reviews current economic reports, investment market indicators, and the investment implications of each. The discussion covers economic growth, interest rates, market valuation indicators and the possible impact of current events.
  • August 24 at 12 Noon Equity Options – Core Concepts and Terms If you're starting out with options, or if you're interested in a refresher, let the Options Industry Council (OIC) help you on your journey. Join Ken Keating and Roma Colwell for an overview of key concepts and terminology to keep in mind before investing with options. Topics covered include the rights of option buyers, obligations of option sellers, option contract terms, how exercise and assignment work and simple strategies.
  • August 31 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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