Dozens of ordinary investors have enjoyed and learnt from my seminar entitled
Investing with Confidence: Learning the Right Questions to Ask Before Investing
How the superstar investors of the world invest
An essential checklist for successful investing your own money
You can join me for a free online version of this seminar here:
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.
Through my workshops and clients I’ve developed the 4 C framework
4 C Framework
1.CONTROL -- decide to put yourself in charge of your investing life
2.CALM -- be diversified, follow checklists
3.CONFIDENCE -- do some investing yourself, start small and simple and build from there
4.CLARITY --- decide what kind of portfolio you want and learn what steps you need to achieve it
For a 3 month package with 6 sessions
If this is of interest email me and we can schedule a short complimentary session to see if we’re a good fit.
You can also book a 90 minute session with me:
Example Coaching Program
Session 1: Introduction and setting the stage
Session 2: Why it's so hard to be a confident investor and what you can do about it
Session 3: How the most successful investors in the world make great returns, and how you can emulate them
Session 4: How to stay calm in investing with checklists and thinking long term
Session 5: Defining "Risk" for yourself. Protecting your investments.
Session 6: Wrap up and completing a written plan of action
My signature talk is 60 - 90 minutes long and called "Investing Confidence: Learning to Ask the Right Questions Before you Invest"
I've also delivered variations on "Silicon Valley Secrets for Value Investors" with my own insights on data mining, fintech and the rise of artificial intelligence in investing.
- European Investing Summit, Manual of Ideas, October 2017
- European Family Office conference at the Berkshire Hathaway AGM, Omaha, NB, May 2017
- London Business School, September 2016
- Value Investing Seminar, Italy, July 2016 "Silicon Valley Secrets for Value Investors". First female speaker at first International Value Investing conference ever organized in Europe since 2004
If you're interested in having me speak at your event, please get in touch.