Tips on how to Keep away from Monetary Disasters

My profession in finance has coincided with an incredible string of disasters, starting from the analyst scandal, IPO spinning, and accounting restatements, to say nothing of Enron, Bernie Madoff, and FTX.

The TL:DR model: there are three huge issues that HNW and UHNW traders that result in a devastating lack of capital:

1. Shedding cash themselves;
2. Entrusting their capital to another person who loses it for them;
3. Having a con-man steal their cash.

Observe that drawdowns, volatility, and regular ups and downs of markets usually are not a part of this.

The presentation delves into why you make unhealthy selections round cash, and what you are able to do to enhance your decision-making course of. You may shield your capital, sleep properly at night time, use your cash purposefully, and have one thing left over to go away to your grandkids.

How will you accomplish this? Come by and see what you may find out about easy methods to:

-Enhance your determination making
-Consider opportunites, managers, funds, and alts.
-Keep away from expensive errors
-Take away basic pitfalls
-Create a sturdy, bullet-proof portfolio

It’s going to be probably the most useful 45 minutes you’ll spend this yr fascinated with your investments.

Register right here:

Tips on how to Keep away from Monetary Disasters: A Information for the Extremely-Excessive-New-Value Investor

Tuesday, February 21, 2023, at 10:15 am

New York Marriott on the Brooklyn Bridge situated at:
333 Adams Avenue
Brooklyn, NY 11201

Beforehand:
Why We Do What We Do (April 24, 2017)

Recommendation for Wealthy Uncles and Others . . . (August 10, 2007)

What’s your Worth Add ? (April 12, 2018)