23rd June 2024

I’m genuinely excited a couple of new presentation I’ve been engaged on because the holidays: The way to Keep away from Monetary Disasters.

My profession in finance has coincided with an incredible string of disasters, starting from the analyst scandal, IPO spinning, and accounting restatements, to say nothing of Enron, Bernie Madoff, and FTX.

The TL:DR model: there are three huge issues that HNW and UHNW buyers that result in a devastating lack of capital:

1. Dropping cash themselves;
2. Entrusting their capital to another person who loses it for them;
3. Having a con-man steal their cash.

Be aware that drawdowns, volatility, and regular ups and downs of markets should not a part of this.

The presentation delves into why you make dangerous choices round cash, and what you are able to do to enhance your decision-making course of. You’ll be able to defend your capital, sleep properly at night time, use your cash purposefully, and have one thing left over to go away to your grandkids.

How are you going to accomplish this? Come by and see what you may find out about :

-Enhance your resolution making
-Consider opportunites, managers, funds, and alts.
-Keep away from pricey errors
-Take away basic pitfalls
-Create a sturdy, bullet-proof portfolio

It’s going to be essentially the most worthwhile 45 minutes you’ll spend this yr interested by your investments.

Register right here:

The way to Keep away from Monetary Disasters: A Information for the Extremely-Excessive-New-Value Investor

Tuesday, February 21, 2023, at 10:15 am

New York Marriott on the Brooklyn Bridge situated at:
333 Adams Road
Brooklyn, NY 11201

Why We Do What We Do (April 24, 2017)

Recommendation for Wealthy Uncles and Others . . . (August 10, 2007)

What’s your Worth Add ? (April 12, 2018)

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  • Investing
  • Actually, actually dangerous calls

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