Reviews written by myrnam605

92 results - showing 51 - 75  
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myrnam605myrnam605   September 11, 2017
(Updated: September 11, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

very informative

myrnam605myrnam605   August 07, 2017
(Updated: August 07, 2017)
5.0
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excellent... he's the best!

myrnam605myrnam605   July 10, 2017
(Updated: July 10, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

excellent!

myrnam605myrnam605   June 12, 2017
(Updated: June 12, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

excellent. very informative

myrnam605myrnam605   January 26, 2017
(Updated: January 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

excellent material and presentation (given the complexity and likely changes ahead of!)

myrnam605myrnam605   January 25, 2017
(Updated: January 25, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

excellent as always. A great base to educate clients and appropriately lead to well-diversified portfolios based on risk-tolerance and time horizon

myrnam605myrnam605   August 08, 2016
(Updated: August 08, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent substance

myrnam605myrnam605   July 11, 2016
(Updated: July 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent data and presentation

myrnam605myrnam605   April 11, 2016
(Updated: April 11, 2016)
5.0
Average Attendee Rating
Poor Average Excellent

excellent. I appreciate the visuals especially in accompanying his verbal.

myrnam605myrnam605   January 20, 2016
(Updated: January 20, 2016)
3.0
Average Attendee Rating
Poor Average Excellent

seemed rushed for the level of material needing to be addressed. Not much time for questions.

myrnam605myrnam605   November 09, 2015
(Updated: November 09, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

excellent data

myrnam605myrnam605   July 16, 2015
(Updated: July 16, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

good reminders! Technology issues very distracting!

myrnam605myrnam605   January 15, 2015
(Updated: January 15, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

excellent as always. Very well versed in his philosophy. Great visuals as well. How do I "hear" the other comments/questions/answers that have come in that Craig will be...

myrnam605myrnam605   January 08, 2015
(Updated: January 08, 2015)
4.0
Average Attendee Rating
Poor Average Excellent

Excellent

myrnam605myrnam605   November 06, 2014
(Updated: November 06, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

excellent. I appreciate Fritz' attention to detail in his analysis

myrnam605myrnam605   October 16, 2014
(Updated: October 16, 2014)
2.0
Average Attendee Rating
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fairly simplistic. Would have appreciated more explicit use of differing examples using various age spans of spouses

Portfolio Management
myrnam605myrnam605   October 15, 2014
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Excellent software

no complaints

myrnam605myrnam605   February 06, 2014
(Updated: February 06, 2014)
1.0
Average Attendee Rating
Poor Average Excellent

confusing presentation. More clarity by the presenter is needed.

myrnam605myrnam605   October 31, 2013
(Updated: October 31, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

enjoyed hearing his research on the various perspectives using different scenarios for comparison of active vs passive

myrnam605myrnam605   September 26, 2013
(Updated: September 26, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

somewhat complex for the time alloted

myrnam605myrnam605   July 08, 2013
(Updated: July 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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myrnam605myrnam605   June 10, 2013
(Updated: June 10, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

appreciate Fritz' passion

myrnam605myrnam605   April 08, 2013
(Updated: April 08, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

-

myrnam605myrnam605   December 10, 2012
(Updated: December 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

very informative

myrnam605myrnam605   November 12, 2012
(Updated: November 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

92 results - showing 51 - 75  
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