Skip navigation

Asked to write my term sheet

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
May 24, 2005 9:03 pm

I'm a highly experienced portfolio manager that is looking to manage money using ETFs, closed-ends, and futures to make strictly top down risk controlled portfolios.  I've helped reps close a lot of biz, but never had my own book of clients.  Now I'm looking to affliate with a new firm to start up my product.  One asked me to write a term sheet up, and the other will be coming with a proposal soon.  Any advice on what is reasonable?