INVESTMENT ROUNDTABLEAN INSIDER’S GUIDE TO INVESTING IN TURBULENT TIMES

November 16, 2011

FACILITATORS

Robert L. Olcott, CIMAManaging Partner and Senior Institutional

Consultant

Olcott Consulting Group

FAR Investment Community Resource Members

Large Group Discussion Small Group Discussion

Learning Objectives

Determine when it’s time to review your investment policy

Recognize the impact of asset diversification and allocation on your portfolio

Identify important criteria for manager selection and assessment

Evaluate options for controlling risks and costs

Apply benchmarking resources to evaluate your portfolio

Leave no stone unturned to help your clients realize maximum profits from their investment. Arthur C. Nielsen , Market Research Leader

There is nothing so disastrous as a rational investment policy in an irrational world. John Maynard Keyes, Economist and Investor

Facts are stubborn, but statistics are more pliable.Mark Twain, Author and Humorist

Wide diversification is only required when investors do not understand what they are doing.Warren Buffett, Businessman and Investor

Time is money.Benjamin Franklin, Inventor, Political Leader, Scientist, Writer

Financial crises require governments.Timothy Geithner, U.S. Secretary of the Treasury

The investor of today does not profit from yesterday’s growth.Warren Buffett

Money won’t make you happy, but everyone wants to find out for themselves.Zig Ziglar, Author and Motivational Speaker

Money is better than poverty, if only for financial reasons.Woody Allen, Screenwriter, Director, Actor

The art is not in making money, but in keeping it.Proverb

An investor without investment objectives is like a traveler without a destination.Ralph Seger

Successful investing is anticipating the anticipations of others.John Maynard Keynes

It's just not true that you can't beat the market. Every year about one-third of the fund managers do it. Of course, each year it is a different group. Robert Stovall, Investment Strategist

The right time to invest is always.Bruce Berkowitz, equity Fund Manager

Share the wealth of your experience: everybody wins, when everybody wins.Chris Gardner, Author, ‘The Pursuit of Happyness”