Given the importance of sound analysis and good performance, it is easy to overlook the critical role communication plays in building a successful investment career. This session will identify some common mistakes made by practitioners and offer general principles and specific skills that can help you to connect with clients and coworkers.
Please join PDAG as they welcome Tom Brakke.
Tom Brakke, CFA is principal of The Investment Ecosystem, which provides consulting, training, and content for investment professionals and organizations. Tom has analyzed and worked with a wide variety of industry organizations, including asset managers, asset owners (pension plans, endowments, foundations, family offices, etc.), consultants, investment advisory firms, and research organizations. He focuses on helping others to better communicate in today's changing complex financial environments.
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Dress
Menu: Refreshments served
Registration: Online
Fees: Complimentary*
Agenda:
4:30 - Registration
5:00 – Conversation begins
6:00 – Conclusion
6:00 – 6:30 Networking
Tom Brakke, CFA is principal of The Investment Ecosystem, which provides consulting, training, and content for investment professionals and organizations. Tom has analyzed and worked with a wide variety of industry organizations, including asset managers, asset owners (pension plans, endowments, foundations, family offices, etc.), consultants, investment advisory firms, and research organizations.
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover Card are accepted. Cancellations accepted Wednesday, October 4 until 5:00 pm, If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.