Instructors

Jeremy Lau, CFA, CFP

Jeremy L. Lau serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal State University, Fullerton’s trustee certification program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent Investors, he worked as an Executive Director in investment banking in Asia for some of the world’s largest securities firms in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Ted Ong

Ted Ong specializes in retire­ment, fiduciary and estate planning. He is a nationally recognized expert on the Uniform Prudent Investor Act and has been an investment professional since 1983. He teaches the on-line “Management of the Investment Portfolio” class offered by California State University at Fullerton’s Trustee Certification Curriculum and has taught numerous fiduciary investment classes. He holds a bachelor’s degree from Stanford and an MBA from Brigham Young University.

Course Details

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