investment roundtable
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INVESTMENT ROUNDTABLE. AN INSIDER’S GUIDE TO INVESTING IN TURBULENT TIMES November 16, 2011. FACILITATORS. Large Group Discussion. Small Group Discussion. Robert L. Olcott , CIMA Managing Partner and Senior Institutional Consultant Olcott Consulting Group. - PowerPoint PPT PresentationTRANSCRIPT
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INVESTMENT ROUNDTABLEAN INSIDER’S GUIDE TO INVESTING IN TURBULENT TIMES
November 16, 2011
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FACILITATORS
Robert L. Olcott, CIMAManaging Partner and Senior Institutional
Consultant
Olcott Consulting Group
FAR Investment Community Resource Members
Large Group Discussion Small Group Discussion
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Learning Objectives
Determine when it’s time to review your investment policy
Recognize the impact of asset diversification and allocation on your portfolio
Identify important criteria for manager selection and assessment
Evaluate options for controlling risks and costs
Apply benchmarking resources to evaluate your portfolio
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Leave no stone unturned to help your clients realize maximum profits from their investment. Arthur C. Nielsen , Market Research Leader
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There is nothing so disastrous as a rational investment policy in an irrational world. John Maynard Keyes, Economist and Investor
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Facts are stubborn, but statistics are more pliable.Mark Twain, Author and Humorist
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Wide diversification is only required when investors do not understand what they are doing.Warren Buffett, Businessman and Investor
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Time is money.Benjamin Franklin, Inventor, Political Leader, Scientist, Writer
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Financial crises require governments.Timothy Geithner, U.S. Secretary of the Treasury
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The investor of today does not profit from yesterday’s growth.Warren Buffett
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Money won’t make you happy, but everyone wants to find out for themselves.Zig Ziglar, Author and Motivational Speaker
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Money is better than poverty, if only for financial reasons.Woody Allen, Screenwriter, Director, Actor
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The art is not in making money, but in keeping it.Proverb
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An investor without investment objectives is like a traveler without a destination.Ralph Seger
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Successful investing is anticipating the anticipations of others.John Maynard Keynes
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It's just not true that you can't beat the market. Every year about one-third of the fund managers do it. Of course, each year it is a different group. Robert Stovall, Investment Strategist
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The right time to invest is always.Bruce Berkowitz, equity Fund Manager
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Share the wealth of your experience: everybody wins, when everybody wins.Chris Gardner, Author, ‘The Pursuit of Happyness”