“Where Are We Heading? The Future of Investment Management in Boston”
The future of investment management in Boston was the focus of a panel presentation to the Boston Security Analysts Society’s annual meeting on June 24. The view that Boston is being left behind made the greatest impact on me, but I’ll report some of the opinions of the four speakers, all of whom are industry […]
Investment management career advice from industry veterans
Investment industry veterans’ somewhat gloomy outlook for Boston’s asset management firms prompted me to ask, what should the people in this room do to promote their careers? I asked this question during the Q&A session following “Where Are We Heading? The Future of Investment Management in Boston,” a June 24 panel presentation to the Boston […]
Financial blogging lessons from The Poetry Home Repair Manual: Tips for more compelling posts
“The titles and the first few lines of your poem represent the hand you extend in friendship toward your reader. They’re the first exposure he or she has, and you want to make a good impression.” — Ted Kooser, The Poetry Home Repair Manual: Practical Advice for Beginning Poets This Ted Kooser quote applies to […]
Guest post: “Making Research Readable”
Investment research analysts can learn to write better. In his guest post, Joe Polidoro gives directors of research his advice on how to make this happen. I’m delighted to have met another advocate of good investment writing thanks to Twitter, where Joe tweets as @joepolidoro. Making Research Readable By Joe Polidoro Is it worthwhile, or […]
Six lessons from the CFA Institute’s conference tweets
You can learn some lessons for how to tweet a conference from the CFA Institute. It has done things right as it timed its Twitter debut to coincide with its annual conference. But there’s still room for improvement. Lesson 1: Deploy a team. The CFA Institute mobilized a team of 14 people to report on […]