I’ve worked in Silicon Valley, Wall Street and London’s The City. When it came to my own money as an individual investor, I found I had no idea where to start or what to do. It took me years of reading, questioning and finding but I finally came up with a system that works for me.
Example Coaching Program (personalised to your own needs)
Session 1: Why it's so hard to be a confident investor and what you can do about it.
Session 2: How the superstars of the world like Warren Buffett and Ray Dalio invest. Simple ways to copy them.
Session 3: Equities, Index Trackers and ETFs. Slicing and dicing by geography, industry, themes and Smart Beta.
Session 4: Alternative Investments: hedge funds, private equity, venture capital, real estate and commodities.
Session 5: Quantitative investing - robo advisers, forex, event driven investing.
Session 6: Wrap up and completing a written plan of action.
A 6 month package consists of 6 sessions of 90 minutes each. Homework and email based support in between.
If this is of interest contact me to see if we’re a good fit.