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Present Like a Pro

In the third installment of a continuing series on communication, Scott Wentworth addressed members of CFA Society Chicago on how to make good business presentations on April 4th.  The capacity crowd of 90 in the Vault at 33 North LaSalle Street spoke to the...

How to Improve your Quarterly Investor Newsletters

Do you ever feel stressed out when it’s time to work on your investor newsletter or other client communications? Do you wonder if investors understand the key points and theses you want to drive home?  If you answered “yes” to one or both of these questions, you are...

How CFA Charterholders Can Become Investment-Grade Writers

CFA charterholders are by de facto investment writers; Writing is the primary way of communicating investment ideas and we are judged by the quality of our ideas in written format. Bad writing can be a major career risk and it is a skill that we should focus on. There...