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Press Release


April 27, 2012

(Albuquerque, NM) The Financial Management Association (FMA) at the UNM Anderson School of Management presents Lee Munson on Tuesday, May 1 at 6:00 P.M. in the Jackson Student Center.

In his presentation, Munson, Chief Investment Officer at Portfolio LLC, author, and financial media personality, will address the following questions: Is Modern Portfolio Theory incorrect or incomplete? What three structural changes threaten classic theories? What are the three things we can measure, and do they have the same importance over time? His talk will focus on the second chapter of his book, "Rigged Money: Beating Wall Street at its Own Game", which was published in December 2011.

Munson, CFA, CFP, is the Founder and Chief Investment Officer of Portfolio, LLC., an asset management firm based in Albuquerque. Munson began his career in the 1990s as a trader on Wall Street then relocated to Albuquerque, where he served as VP of Schwab Private Client.

Munson is a frequent guest on CNBC's The Kudlow Report. His insights and contributions have appeared in The Wall Street Journal, New York Times, Huffington Post, Forbes, Smart Money, Kiplinger's Personal Finance, CFA Magazine,, and Fox Business News. He holds a B.A. degree from St. Johnís College in Santa Fe.

The talk at UNM Anderson is free to the public. Parking is available in the parking structure located at Lomas and Yale, a short walk to the Anderson School. Metered spaces require credit or debit cards only.

For more information contact Emmanuel Morales-Camargo, Assistant Professor of Finance, at


The Anderson School of Management at the University of New Mexico is dedicated to excellence in professional management education. At the Anderson School, faculty, staff, and students are committed to shaping the intellect and character of the next generation of business leaders, advancing the knowledge and practice of management, promoting economic development, and building a vibrant intellectual community that serves the highest and best interests of all our stakeholders.

The School was founded in 1947 and now offers more than a dozen concentrations at the BBA and MBA levels and is accredited by the Association to Advance Collegiate Schools of Business in the top 20% of business schools in the nation. The School is funded by the State of New Mexico and further support is generated by The Anderson School of Management Foundation. For more information, the public can visit, email, or call (505) 277-6471.