INVESTMENT ROUNDTABLE
AN INSIDER’S GUIDE TO INVESTING IN
TURBULENT TIMES
November 16, 2011
FACILITATORS
Large Group Discussion
Robert L. Olcott, CIMA
Managing Partner and
Senior Institutional Consultant
Olcott Consulting Group
Small Group Discussion
FAR Investment Community
Resource Members
Learning Objectives





Determine when it’s time to review your investment
policy
Recognize the impact of asset diversification and
allocation on your portfolio
Identify important criteria for manager selection and
assessment
Evaluate options for controlling risks and costs
Apply benchmarking resources to evaluate your
portfolio
Leave no stone unturned to help your clients realize maximum profits from
their investment.
Arthur C. Nielsen , Market Research Leader
There is nothing so disastrous as a rational investment policy in an irrational
world.
John Maynard Keyes, Economist and Investor
Facts are stubborn, but statistics are more pliable.
Mark Twain, Author and Humorist
Wide diversification is only required when investors do not
understand what they are doing.
Warren Buffett, Businessman and Investor
Time is money.
Benjamin Franklin, Inventor, Political Leader, Scientist, Writer
Financial crises require governments.
Timothy Geithner, U.S. Secretary of the Treasury
The investor of today does not profit from yesterday’s growth.
Warren Buffett
Money won’t make you happy, but everyone wants to find out for
themselves.
Zig Ziglar, Author and Motivational Speaker
Money is better than poverty, if only for financial reasons.
Woody Allen, Screenwriter, Director, Actor
The art is not in making money, but in keeping it.
Proverb
An investor without investment objectives is like a traveler without a
destination.
Ralph Seger
Successful investing is anticipating the anticipations of others.
John Maynard Keynes
It's just not true that you can't beat the market. Every year about one-third of the
fund managers do it. Of course, each year it is a different group. Robert
Stovall, Investment Strategist
The right time to invest is always.
Bruce Berkowitz, equity Fund Manager
Share the wealth of your experience: everybody wins, when everybody
wins.
Chris Gardner, Author, ‘The Pursuit of Happyness”