MIAMI, FL, Nov 05 (MARKET WIRE) --
With investors still reeling from the market crash of 2008, and research
showing that many high net worth investors are unhappy with their current
investment advisor, investment and wealth managers are scrambling to
prove their value and assure clients that they have controls in place
that will mitigate future market upheaval.
With this backdrop Roda Asset Management (www.rodainvestments.com)
announces a seminar that every high net worth investor should attend. The
seminar -- Is Your Portfolio Built for the Future? -- will examine the
reasons for the 2008 market crash in a new light, and how investors can
be better prepared for the next one. The seminar will be held at the
Ritz-Carlton Coconut Grove on November 17, 2009, and presented by David M.
Roda, CFA, president of Roda Asset Management and an award-winning
portfolio manager of 20 years. While at Dresdner Bank, an investment team
lead by Mr. Roda won the coveted Fuchsbriefe "Top Portfolio Manager" award
(for global investing excellence) for three years running, 2005 through
2007.
While economic factors and public policy have been examined at length,
there has been less discussion and awareness of how many investment
professionals' analysis and portfolio construction processes exacerbated
the falling investment values realized by clients. Roda explains:
"Standard investment analysis process -- in place at almost every
investment advisor practice -- depends much too heavily on historic data
and 'old news' in constructing clients' portfolios. Moreover, most firms
depend on 'cookie-cutter' investment models that almost guarantee
mediocre returns and aren't tailored to the individual client."
The seminar will outline how, while market surprises are inevitable,
investors can be better prepared for the next one. Mr. Roda will offer his
analysis of current market conditions and forecast the next market cycle.
He will also discuss "what every investor should know" in hiring an
investment advisor. "There's far too much that clients do not know about
how their money's being managed. I have a passion for investing and think
it's incumbent on us, as investment professionals, to do all we can to
educate investors," said Roda.
Please contact Nicholas Moss at (305) 670-4322 or
Nick.Moss@RodaInvestments.com for further details.
Press contact:
Mike Slemmer
The Collaborative
508-359-8216
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