Description

This session is designed for the individual who lacks the confidence, experience, skill and interest to be an above-average investor, as well as for the professional investment manager who wishes to better understand how to attract and effectively communicate with potential clients. Warren Buffett and his investment company, the publicly traded Berkshire Hathaway, are dissected and analyzed as the ideal example of what to look for in both a manager and a stock.

Highlights

• The temperament of a successful investor: Do you have it? 
• Managing your own portfolio vs. hiring someone else to manage it for you: Pros and cons 
• What you want - and don't want - in an investment manager 
• Index funds: What they are and why should you invest in one 
• The importance of a comparison and value-added results

Synopsis: Hiring an Investment Manager

Not everyone is born with the skill and interest to manage money. In fact, only a few have what it takes to outperform the market. Are you one of them? If so, how can you tell? If not, what should you do and how you can compensate for the lack of the innate ability and skill? If you don't thoroughly understand the stocks you own or the methods that will maximize your money, it may be better and more profitable to hire someone with the skill, talent, temperament and experience to handle your investments for you. This session breaks the investment manager selection process down to easy to understand terms and methods, and details all of the things you need to know and do to be a successful investment client. 

Warren Buffett may not be available to personally manage your investments, but it is possible to entrust them to someone who operates according to his principles and values. This session will uncover the key qualities that make Warren Buffett such a superior investment manager and Berkshire Hathaway such a sound, consistently profitable investment, so that you will be able to spot those same qualities in others.

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