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With new tutorials popping up seemingly every minute teaching us how to master new tasks, Career Talk offers why we do what we do.
Here I help you tie it all together by drawing from 25+ years of experience combining technology with finance in order to make better decisions, going beyond classroom learning. I have been fortunate to have been entrusted to build, implement and educate others about investment processes involving:
The 10 Steps to Create a Pitch Book for Institutional Investors - A web page and video providing a template for a well thought-out presentation.
Is Bitcoin in a Bubble? - Define a bubble, discuss common characteristics of bubbles as well as current events and decide if Bitcoin is in fact in a bubble as of February 10, 2018.
Your best interview question to land a Portfolio Manager job is ...? - What is important to the hiring manager? How you can impress the interviewer and demonstrate why you are the most qualified candidate.
Is Passive Investing an Illusion? - As investors race to index funds and wealth management firms preach the merits of passive investing, is this just an illusion?
Bloomberg, S&P CapIQ, FactSet, Thomson Reuters: Buy or Build? - Considerations for using financial data providers Bloomberg, FactSet, S&P Capital IQ (CapIQ) or Thomson Reuters or build your own in Python or R programming with open-source data in SQL databases in the Cloud in AWS or Google Cloud.
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