by Liz Hecht | January 2014 | Selling the Investment Process
In This Issue: Doomsday Prepping for Investors | Envisioning the Worst | The Big Short Revisited What’s in your bug-out bag? As a denizen of the 21st century, you no doubt are aware that a well-stocked bug-out bag is key to any survival plan. But what about your...
by Liz Hecht | September 2013 | Selling the Investment Process
In This Issue: A Radical Idea | Thinking Outside The Funnel | Getting Safely Down It is arguably the most important part of any new business presentation and a focal point of how consultants get to know investment companies. Why then is the investment process diagram...
by Liz Hecht | January 2013 | Selling the Investment Process
In This Issue: Beyond Blah Blah Blah | But Is It Legal? | The Missing Component The two most powerful words in any presentation are “for example.” Yet investment managers use specific examples infrequently or without skill. This issue of Excess Returns...
by Liz Hecht | September 2011 | Selling the Investment Process
In This Issue: Learning from Experience | Sankofa Tales | The Blame Game Behind every great investment company there lies a story. I’m not talking about the required philosophy-process-people-performance story. That story is important and it must be told well....
by Liz Hecht | January 2011 | Selling the Investment Process
In This Issue: Why the Macro Matters | The Cost of Jargon | Down the Hatch? The potential portfolio impact of market or top-down forces is a legitimate concern among many investors. Yet some investment professionals fail to address this topic effectively—even during...
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