Former brand ambassador and podcast pioneer. Sports, travel, EV enthusiast.
Worldwide
Joined March 2014
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What a life. David truly was one of the greatest American artists. He taught us that art doesn’t need to demand explanations. Few filmmakers were allowed to show us their works as uncompromised as he did. He forever changed film and television. Rest in peace, friend.
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Seven Key #Investment Principles to Help Keep Clients on Track cfa.is/1GvXWG3 #FutureFinance via @Enterprising
Handy tables that show 'that things are always changing, most often when you least expect it' teapawt.org/NovelInvestor/status/6…
Strategic Value Investing (Book Review): cfa.is/1Hkybcg @Enterprising
The Future of Active Management. Join the all-day online forum. Tomorrow! cfa.is/1ITurOh via @Enterprising #FutureFinance
Panel of industry experts to discuss the future of active management in a @CFAInstitute online forum on 25 June: cfa.is/1GWqCII
Variable Annuity Plus Guaranteed Income Merits Careful Scrutiny, via @nytimes #retirement nytimes.com/2015/06/20/your-…
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A round-up of recent blogs and other educational resources for wealth management via @Enterprising @CFAinstitute info.cfainstitute.org/index.…
Five Battle-Tested Strategies for Success via @Enterprising @JenRCurry blogs.cfainstitute.org/inves…
Book Review: Performance Evaluation and Attribution of Security Portfolios via @Enterprising blogs.cfainstitute.org/inves…
Are We Headed for Another Global Financial Crisis? via @Enterprising blogs.cfainstitute.org/inves…
The Little Worm That Is Destroying Capitalism cfa.is/1GFQSa6 via @Enterprising @TheIntuitInvest
Statistical Ideas: Volatility-products + prayer by Salil Mehta statisticalideas.blogspot.co…
Tough Choices for Succession in the Family Business by @sullivanpaul mobile.nytimes.com/2015/06/1…
#InvestorsFirst forum: How would you change finance for the better? Align adviser incentives & client needs cfa.is/1Min4Aa
