Preparing to Present

Preparing to Present

In This Issue: A Better Way | Step by Step | Hidden Potential Successful asset managers implement a consistent, repeatable investment process. But how many have developed and put into practice a consistent, repeatable presentation process? This issue of Excess Returns...
Wealth, War & Wisdom

Wealth, War & Wisdom

“The world is very good at locking the barn door after the horses have been stolen.”― From Wealth, War & Wisdom When one reads a book, there often is a particular scene or story that remains fixed in memory. After first reading Wealth, War & Wisdom, I did...
Who Are Your People?

Who Are Your People?

In This Issue: What About The Bios? | Better Résumés | Next! When asked the source of their competitive advantage, many investment companies without hesitation would respond: “Our people.” And yet these same companies’ websites and presentation materials describe...
The Price of Time

The Price of Time

“Usury is defined as the charging of excessive interest. But no word exists to describe too little interest.”― From The Price of Time During the terrible inflation that gripped Germany in the 1920s, my grandfather was a resident at the hospital in Heidelberg. Every...