2024 "Investing A to Z" Series

Financial Education for Adults

2024 \

Tuesday, July 23, 2024 | 12:00 PM to Tuesday, September 3, 2024 1:30 PM

Join the Museum, in partnership with the New York Public Library’s Thomas Yoseloff Business Center, for an eight-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.

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

The series begins on Tuesday, July 16 at 12pm and continues each Tuesday at noon through September 3. 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 16 at 12 Noon An Introduction to Investing In Stocks Gerri Walsh, President of the FINRA Investor Foundation, discusses different types of stocks and how to assess whether a given stock is right for you. 
  • July 23 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 30 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 6 at 12 Noon The Importance of Interest Rates and Markets Prof. Richard Sylla 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 13 at 12 Noon Equity Options – Core Concepts and Terms Join us for a discussion on key concepts and terminology to keep in mind before investing with options.
  • August 20 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.
  • August 27 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.
  • September 3 at 12 Noon Understanding Mutual Funds & ETFs Join Suzanne McGovern and Christopher Bellacicco from the US Securities and Exchange Commission (SEC) to discover what you should know about mutual funds and ETFs before investing.