Super Bowl Sunday – What’s your Investment Game Plan?
Posted February 5th, 2008 by Wes Moss
You need to upgrade your Flash Player
44.1 kHz 160 Kbps min wms28.mp3 52:41 (60.29 MB)
For your portfolio, who’s your coach, and who’s playing for your investment team?
This week I was in New York City at a due diligence conference, meeting with some of the most prominent investment minds on the globe. They lead one of the largest mutual fund and investment teams on the globe and focus on investments in dozens of countries. I was fascinated by their knowledge and reminded about how specific the job of a portfolio manager really is. On this week’s show I discuss how a CFP acts as the coach when recruiting an all-star investment team.
Who’s your next recruit?
