Outline of CareerTalk Topics

1. Current events - Hear new viewpoints on timely career topics.
2. New software - Save time by reviewing our detailed reviews.
3. Tutorials - Learn new technical skills with highly-organized tutorials in both print and on YouTube.
4. Viewpoints - Benefit from a unique background with the full stack at the Linux command line and quantitative finance.

by Paul Alan Davis, CFA

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What is the Opportunity?

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:

• wealth management using asset allocation to index funds
• 40-Act mutual fund PM with quantititive equity selection and optimization
• fundamental analysis writing research reports requiring analysis of public and private companies
• startup family office investment policy, allocation model, stock selection, candidate list, country weights and economic analysis
• university professor teaching portfolio theory and first coding courses for finance students

Current Content

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.

What's Next?

Subscribe to our YouTube Channel and find other free opportunities to learn.

• To learn about Career Talk, hit Back.
• Fight big company greed and control, support the little guy, click Tip.
• For 'Is Bitcoin in a Bubble?', click Next.

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