New Audio: Ten Ways to Improve Your Investment Process – Introduction

Having a great investment process may be the most critical factor in becoming a successful investor.

This is part one of an eleven-part audio series on improving your investment process. It is based on a presentation I gave to the CFA Society of Columbus on May 19, 2011. The event was held at the Blackwell Center at The Ohio State University.

Here is the first audio recording:

Ten Ways to Improve Your Investment Process – Introduction

PDF of Presentation slides

Audio programs to follow on Ten Ways To Improve Your Investment Process:

  1. Know Your Outcome
  2. Define Your Process
  3. Don’t Focus on the Outcome
  4. Use Checklists
  5. Improve Your Search Strategy
  6. Manage Risk
  7. Manage Yourself
  8. Pay Attention to the Details
  9. Be Patient
  10. Continuously Improve

This is an experiment with using an audio format. Please provide feedback on what you think of both the format and the content.

If you want to follow along with the slides, they are available here. If you want to follow along by page number, please download the file into Adobe Reader and use its page numbers since numbers are not embedded in the slides.


Leave a Reply

Your email address will not be published. Required fields are marked *