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INVESTMENT ROUNDTABLE

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.

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INVESTMENT ROUNDTABLE

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  1. INVESTMENT ROUNDTABLE AN INSIDER’S GUIDE TO INVESTING IN TURBULENT TIMES November 16, 2011

  2. FACILITATORS Large Group Discussion Small Group Discussion Robert L. Olcott, CIMA Managing Partner and Senior Institutional Consultant Olcott Consulting Group FAR Investment Community Resource Members

  3. 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

  4. Leave no stone unturned to help your clients realize maximum profits from their investment. Arthur C. Nielsen , Market Research Leader

  5. There is nothing so disastrous as a rational investment policy in an irrational world. John Maynard Keyes, Economist and Investor

  6. Facts are stubborn, but statistics are more pliable.Mark Twain, Author and Humorist

  7. Wide diversification is only required when investors do not understand what they are doing.Warren Buffett, Businessman and Investor

  8. Time is money.Benjamin Franklin, Inventor, Political Leader, Scientist, Writer

  9. Financial crises require governments.Timothy Geithner, U.S. Secretary of the Treasury

  10. The investor of today does not profit from yesterday’s growth.Warren Buffett

  11. Money won’t make you happy, but everyone wants to find out for themselves.Zig Ziglar, Author and Motivational Speaker

  12. Money is better than poverty, if only for financial reasons.Woody Allen, Screenwriter, Director, Actor

  13. The art is not in making money, but in keeping it.Proverb

  14. An investor without investment objectives is like a traveler without a destination.Ralph Seger

  15. Successful investing is anticipating the anticipations of others.John Maynard Keynes

  16. 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

  17. The right time to invest is always.Bruce Berkowitz, equity Fund Manager

  18. Share the wealth of your experience: everybody wins, when everybody wins.Chris Gardner, Author, ‘The Pursuit of Happyness”

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