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Scott Francis and Scott Keefer regularly deliver presentations to clients, prospective clients and other interested groups. This page provides details of and materials from these presentations.
Simple Steps to Financial Success in the Current Climate
On Tuesday 2nd December 2008, Scott Francis & Scott Keefer conducted a presentation for members and friends of the Institute of Electrical and Electronic Engineers.
The presentation looked at:
- The habits of building wealth
- Building an investment portfolio
- 3 Key decisions:
- Asset Allocation
- Keeping fees low
- Active v passive investment approach
- A synopsis of the current market situation and the impact on building portfolios
Debt Crisis - Client Presentation & Teleconference
On Wednesday 24th September & Thursday 25th September, Scott Francis conducted a presentation for any interested clients on the Debt Crisis or Credit Crunch which is currently gripping world investment markets. Please click on the link to download a copy of the PowerPoint presentation.
Scott Francis was involved in a number of presentations at the 2008 Australian Investor's Association National Conference. He conducted a 3 hour novice investor presentation on Sunday 27th July, presented a seminar on Asset Allocation & Correlations on Tuesday 29th July and was involved in a panel discussion on issues for investors on Wednesday 30th July.
The following videos were taken from Scott's presentation on Asset Allocation & Correlations:
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Scott Francis' articles in the Eureka Report
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