As mentioned earlier, on Saturday, February 17, 2011 I had the opportunity to speak to a large group of Graduate students in the statewide TIPS competition.
After a short 45 minute speaking engagement titled “In the Trenches with Private Wealth Management” alongside my friend, fellow portfolio manager, and planner, Leah Bennett, I again was rewarded with the wonderful feeling of accomplishment associated with helping people, in this case, future investment professionals of our society.
Glad to Speak to Your Group !
If a group you may know of, or may be a part of, has a need for a financial based speaking engagement, I would be glad to speak to your group. Those who may be reading this and are not familiar with our speeches, here are a few quick titles. We have fun with the speeches and NEVER talk product or sales (easy to do since we do not have any products to sell.)
- Investing Basics to Advanced decisions
- Most Common Financial Planning Mistakes
- How to Allocate Your 401k
- What You Need to Know If You Are About to Retire
One of the Most Nervous Speeches I Have Had
In full disclosure, I was more nervous before this event than I had been in many years. My concern was that students (shorter attention spans these days) would find it boring or too slow. With an audience full of future investment advisors, the bulk of my talk was a self chosen “day in the life” of my world. I outlined a full day from waking to sleep. To my relief, students expressed great interest, and my fellow portfolio manager Leah, expressed many of the same thoughts. It was a win, win, wonderful speaking experience!
Favorite Questions From The Audience
- “What single most important item have you learned from your investment management years?” Leah and I both agreed on this, She/I are more conservative investors.
- “What is your favorite sources of news?” Financial Times over Wall Street Journal, Wire Services, and Econoday, CNBC Trails deeply due to sensationalism.
- “What does it take to be a successful investor?” Again, Leah and I totally agreed on this; Have a constant passion for the industry! We both mentioned in our off time, we constantly read an educate ourselves about the industry, changes, and new occurrence (it’s not work, more like a fun treasure hunt.)
Rather than test YOUR attention span on a super long post, I will discuss very interesting comments (first I have ever heard from a Fed Official publicly) from the key-note Dallas Fed Reserve speaker Dr. Harvey Rosenblum.
Thanks for reading and have a Super Day !
JK
214-706-4300
John Kvale
Donald Capone
A Letter to the SEC Goes Public from John
Last week I sent the SEC a letter concerning the financial system, my feelings towards the changes that have occurred in the last several years, and a short recommendation on ways to help simplify the system for the betterment of investors.
SEC Letter from JK
Much to my surprise, (I am not sure if this is regular policy or not) my letter was posted on the SEC website as a discussion topic. I was notified of this SEC posting by a colleague at the all day meeting I mentioned last week and was congratulated on my comments by several peers.
With a long career in this industry, 21 years so far, and at least another 25 – 30 more intended, the purpose of the letter was to help support and explain policy change that will make it easier for all investors to have confidence in the system and better themselves through clear, objective investing.
I take the future of this industry, and indirectly our long-term investing future, very seriously and offered my services to the SEC for further questions.
Just thought you might find it interesting how important our services and investor’s long-term future in the capital markets are to us.
Have A Good Day!
JK
Share this:
Comments Off
Posted in John Kvale, Market Comments, Personal
Tagged SEC Comment Letter