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Safe Investor Think Tank Series

Offered through BrightTALK and Other Industry Events
In November 2013, the BrightTALK Thought Leader channel invited book author Tim McCarthy and his research partner Dan Kern to share their thoughts on mutual fund longevity (or lack thereof). In February 2014, McCarthy’s new book “The Safe Investor” was published by Palgrave Macmillan. A transcript from the Press Breakfast in NYC and subsequent virtual conversations have been archived here for your quick reference and edification. Use the drop down menu above to view video interviews, webinar recordings and transcripts from The Safe Investor series.

Mutual Fund Roulette: Will Your Clients Outlive Their Mutual Funds?
Learn how to integrate survivorship thinking into your selection of funds for your clients and how to better educate clients on the rationale for your selections.

Dan Kern, CFA, President of asset management firm Advisor Partners recently conducted research on mutual funds, in particular how well Morningstar ratings predict future performance and how well they predict the longevity of the fund.

Dan will be joined by Tim McCarthy, past president of Schwab and former CEO of Nikko Asset Management, who collaborated with Advisor Partners on the research and brings insights from his extensive experience in the mutual fund world.
Watch this 43 minute BrightTalk Thought Leader webinar now.

Emerging Markets and The Safe Investor - A Conversation with Tim McCarthy and Dan Kern 
What could you learn about investing and communicating with your clients if you could pick the brain of two of the best investing minds in the business?

Impact Communications, one of the industry's leading marketing communications and PR firms, is pleased to partner with Advisor Websites, one of our favorite turnkey website providers for financial advisors, to bring Timothy F. McCarthy to the 2014 industry thought leader roundtable series. He's a big name — and it is our good fortune to get a slot on his busy schedule. Tim was joined by Daniel S. Kern, CFA, who shared key research findings from "The Safe Investor: How to Make Your Money Grow in a Volatile Global Economy" (just published by Palgrave McMillan, February 2014, and available wherever books are sold), along with his own observations about the investing landscape in 2014 and beyond.
Don't miss this candid conversation with Tim McCarthy and Dan Kern.
The Safe Investor Press Breakfast - A Candid Conversation with Tim McCarthy, Marion Asnes and Dan Kern
In February 2014, publisher Palgrave Macmillan and Impact Communications hosted a Press Breakfast at the Cornell Club in NYC. The by-invitation-only gathering gave journalists a first look at a new and highly-acclaimed book The Safe Investor: How to Make Your Money Grow in a Volatile Economy. Book author Tim McCarthy was joined by Daniel Kern, CFA®, a longtime money manager who did research for the book. Tenured journalist Marion Asnes (formerly with Money and Financial Planning magazines), who served as moderator. McCarthy and Kern discussed the major findings of their research and the big take-aways from the book.
Read the transcript now.


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