September 9, 2008

IMASA Academy - IMPI programme slides

Coaching investment management professionals at IMASA today takes me back my meanderings in this industry more than a few years ago..spent a while doing various things at Syfrets - asset management, private banking reengineering, risk management, and of course the multiple CFA attempt (Rhett I blame you for my lack of focus! :)

Anyway here's the presentation [pdf, 2MB - right-click and save as..].

Also, talking about the macro, systems view of the world, I found this book - Investment Biker: Around the World with Jim Rogers quite fascinating.

The most succinct quote to capture the essence of how to see differently, to be creative, is through collecting different thinking frameworks, is this one:

"What you need is a latticework of mental models in your head. And you hang your actual experience ... on this latticework of powerful models. And with that system, things gradually get to fit together in a way that enhances cognition...." - Charlie Munger (Warren Buffet's partner)

Posted by sdehaast at 12:28 PM | Comments (0)