Secrets of the Temple
How the Master Money Managers Manage Money
In the 1990's, when Mark was National Spokesman for Franklin Templeton Funds, he frequently sat down with Sir John Templeton, Michael Price, and Dr. Mark Mobius with a simple request: "Teach me something I don't know." These brilliant individuals were named three of the "Top Ten Money Managers of the 20th Century" for their uncanny ability to see what the rest of the market was missing, and they passed their insights and knowledge on to him.
Although the world of finance is rapidly changing, their secrets are not lost. Through timeless stories and hidden histories, Mark Zinder uses the past to illuminate the future of the financial industry.
Mark is going to share some of the techniques he personally learned from these legendary money managers.
In this new presentation, you will learn:
• With 23 years of research history, how Equities Magazine discovered that Mr. Templeton was wrong only once in two decades of interviews.
• How Sir John Templeton was able to "see it before it was obvious".
• How Michael Price adapted the principles of security analysis to unlock hidden value and how you can do it also.
• How to add alpha to a client's portfolio.
• Learn why active managers will begin to outperform passive portfolios and what has been holding them back.
The History of the Fed and Their Next Historic Moves
A Guide to Monetary Policy
The economist Milton Friedman famously believed that the Fed caused the Great Depression. In 2002, Fed Governor Ben Bernanke agreed - "You're right. We did it."
We have entered an unprecedented era in the history of monetary policy. Are we fighting inflation or deflation? Are interest rates going to rise or fall? And why has this recovery been so weak? Are there lessons we can learn from our past?
This presentation examines the history of the Fed, how it caused the Great Depression, and how the Fed will make sure it never happens again. Mark boils down complicated Fed reports so that audience members can make sense of the changes taking place at the Fed. Participants will leave with a broader, better understanding of the Fed and the knowledge to better allocate their clients' portfolios.
You will be surprised to learn that what you thought was going to happen is no longer valid. In this presentation, you will learn:
• How the Federal Reserve caused the Great Depression
• Why printing over $3 trillion (QE1, QE 2, Operation Twist and QE3) did not create the expected inflation
• How, in some parts of the country, we are still fighting deflation
• Why the old method of moving interest rates of buying and selling bonds in the open market, is now outdated and how IOR and RRP are the new Fed tools of choice
• What is Blockchain and how is it disrupting money and banking
Playing by the Numbers
A Lighthearted Look at a Serious Subject
Making the complicated simple.
Even though numbers are a universal language, like many languages, for some, numbers are not easily grasped. However, in the industry of finance, it is the language we speak. Alphas, betas and R squared are terms thrown around with ease. Many of our clients, being more creative than analytical, are stymied by such conversations. They nod in agreement, as we explain our points of view in statistical detail, simply out of politeness.
What if we could learn to speak to them vs. at them. What if we could transpose the dialog from numbers to stories- is it possible that this could not only help our clients grasp the concepts we are trying to explain more easily, but help create a better connection to the advisor as well?
In this lively presentation, Mark shares stories that are both entertaining and thought provoking which advisors can easily use to help them make their point.
In this presentation, you will learn:
• How numbers got their shape; a fascinating story to help you "break-the-ice" early
• How we can use familiar stories, like the purchase of Manhattan and Van Gough's, Sunflowers, to gain perspective on the stock market's historical returns.
• How monetary policy was the actual backdrop to the classic novel, The Wonderful Wizard of OZ.
• How to talk, so your clients will listen and how to listen, so your clients will talk.