Investment Club Presentation
I landed a meeting to give a presentation at a private investment club. About 15 members with net worths of at least 4 million with most of them being business owners. Other than that, I know nothing else about them and I am going in kind of blind. Any ideas or thoughts on what I should present?
I didn't know investment clubs still existed. Your presentation should reflect your style of management. With that said, what is your practice look like? What are typical positions are your client accounts invested in?