2016 Invest EdŽ Teacher Institute Schedule Optional Resources
Day 1 Day 2 Day 3 Day 4
Jennifer Shaw, ODS Attorney
Welcome, Intro, Comments
Irving Faught, Administrator
OK Department of Securities
Jo Ann Dysart - Intro to STARS
Overview
Objectives
Matt Ingram (bio)
(1) Intro to Investing (PowerPoint)

Matt Ingram (bio)
(4) Mutual Funds & Alternative Investments (PowerPoint)

(5) Intro to Portfolios (PowerPoint)

Jo Ann Dysart
Create Google Finance portfolio

Matt Ingram (bio)
(8) Stock Selection (PowerPoint)
(9) Building a Portfolio (PowerPoint)

Group Work

Matt Ingram (bio)
(12) Psychology of Investing (PowerPoint)

Invest Ed
 - Optional Resources and
 - Writing the Report
IPT Basics (PowerPoint)
Group Work
Lunch Break
Matt Ingram (bio)
(2) Intro to Equities ((PowerPoint)
(3) Intro to Stock Research, part1 ((PowerPoint)

Jo Ann Dysart, STARS
 - Invest EdŽ site (InvestEdOK.org)
Best Practice
 - Classroom Activity

Matt Ingram (bio)
(6) Intro to Stock Research, part 2 (PowerPoint)
(7) Financial Markets and the Media (PowerPoint)

Jo Ann Dysart, STARS
Best Practice
 - Classroom Activity

Matt Ingram (bio)
(10) Personal Finance and Time Value of Money (PowerPoint)
(11) Finance and Technology (PowerPoint)

Jo Ann Dysart, STARS
Best Practice
 - Classroom Activity

Irving Faught
Investment Schemes (PowerPoint)
DIY Investing (PowerPoint)
Group Presentations
Questions & Answers - Discussion
post-workshop assignment -
Building a Google Finance Portfolio
post-workshop required group work -
Investor Protection Trust (IPT)
post-workshop required group work -
Investor Protection Trust (IPT)