TITLE

Talking Points

PUB. DATE
November 2002
SOURCE
Journal of Financial Planning;Nov2002, Vol. 15 Issue 11, p20
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article present five unconventional wisdom questions that were posed to a group of financial luminaries at the first Money Summit held in June 2002. Participants of the summit included Paul O'Neill, Treasury Secretary, Abby Joseph Cohen, chairman of the Investment Policy Committee of Goldman Sachs & Co., Michael Lipper, president of Lipper Advisory Services, Lawrence Lindey, director of the national economic council and economic policy advisor to the White House and John Bogle, founder of the Vanguard Group. Participants of the Money Summit were asked to answer the challenging, provocative and thought-provoking questions, including what is the most overrated force, idea or trend in the financial services industry today? What is the most underrated? What steps must individual companies, investment firms and regulators take to regain the trust of shareholders? What will be the Next Big Thing on the financial services horizon--and how will it transform the financial world as we know it today? Recently, Warren Buffett addressed shareholders about his concerns that the U.S. will be the target of a nuclear attack in the new few years. When thinking about current world events, what physical or technical threats to the country and to your organization keep you awake at night? Name the three most important people active in the world of money, and explain your choices.
ACCESSION #
16936713

 

Related Articles

  • Calendar.  // Investment Management Weekly;12/19/2005, Vol. 18 Issue 48, p11 

    The article presents a list of events in the investment industry in January 2006. The 7th Annual Public Funds Summit of the Opal Group will took place on January 11 through 13 in Scottsdale, Arizona. The Financial Research Associates would present the Hedge Funds 101 & 102 at the Havard Club of...

  • COMING events.  // ATM & Debit News;5/22/2008, Vol. 9 Issue 28, p8 

    A calendar of events related to the financial services industry in the U.S. from May-June 2008 is presented, including the Millennial Financial Services Forum, International Management Summit, and the Underbanked Financial Services Forum.

  • What about structured equity investments?  // Finance Week;03/23/2001, p50 

    Examines the effect of multi-managed funds on the financial services market of South Africa. Advantages of multi-managed funds; Type of investor most suited for multi-managed funds; Downside of multi-managed funds.

  • Fifth third offers its second UIT; nationwide adds nine options to VA.  // Bank Investment Consultant;Mar2000, Vol. 8 Issue 3, p16 

    Presents several mutual funds offered by financial institutions in the United States. Includes the launching of Strategic Technology and Communications Trust 2, a proprietary unit investment trust by Fifth Third; Inauguration of a mutual fund by Washington Mutual; Launch of Legg Mason Value...

  • Netfolio is looking to capitalize on do-it-yourself mutual funds. Gandel, Stephen // Crain's New York Business;09/18/2000, Vol. 16 Issue 38, p20 

    Focuses on the startup financial services firms in New York City that offers investors the ability to build and trade their own mutual funds online. Differences from traditional mutual funds; Ease in which the firms help investors build their portfolios; Investment trends in the mutual fund sector.

  • Belgium Retail Mutual Funds.  // Retail Mutual Funds Industry Profile: Belgium;2002, pN.PAG 

    Presents a profile of the retail mutual funds industry in Belgium. Background on Datamonitor, a business information company specializing in industry analysis; Executive summary of the industry; Market overview; Market value; Market segmentation; Competitive landscape; Leading companies in the...

  • Denmark Retail Mutual Funds.  // Retail Mutual Funds Industry Profile: Denmark;2002, pN.PAG 

    Presents a profile of the retail mutual funds industry in Denmark. Background on Datamonitor, a business information company specializing in industry analysis; Executive summary of the industry; Market overview; Market value; Market segmentation; Competitive landscape; Leading companies in the...

  • Finland Retail Mutual Funds.  // Retail Mutual Funds Industry Profile: Finland;2002, pN.PAG 

    Presents a profile of the retail mutual funds industry in Finland. Background on Datamonitor, a business information company specializing in industry analysis; Executive summary of the industry; Market overview; Market value; Market segmentation; Competitive landscape; Leading companies in the...

  • France Retail Mutual Funds.  // Retail Mutual Funds Industry Profile: France;2002, pN.PAG 

    Presents a profile of the retail mutual funds industry in France. Background on Datamonitor, a business information company specializing in industry analysis; Executive summary of the industry; Market overview; Market value; Market segmentation; Competitive landscape; Leading companies in the...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics