Manager Selection And An Update On CFA Institute Initiatives For Advisors

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(Updated: March 20, 2014)
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As Andy remarked at the very end, this was great stuff. Very informative and educational for those advisors who are interested in gaining knowledge. Good discussion and comparisons between TWR and IRR/MWR. Also very much liked the 6 categories being targeted by CFA in their "Future of FInance" campaign. Our firm has adopted CFA Institute Code of Ethics and today's webinar reminded me of why that is. These are very good people. Excellent presentation.

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(Updated: March 20, 2014)
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