Being able to succinctly articulate an investment thesis is a critical skill for portfolio managers, analysts, product specialists, and other CFA Charterholders. But for many, turning their ideas into white papers, blogs, client letters, or even emails can be an inefficient, time-consuming, or frustrating exercise.
In this interactive session, veteran financial writer Scott Wentworth will explain how investment professionals can improve their writing skills by doing something that already comes naturally to them: following a process.
Scott will explain the steps of the process that he and other professional writers use and discuss how “non-writers” can apply these principles to whatever forms of writing they encounter in their jobs.
CFA Charterholders and other attendees will learn how to:
• Develop an efficient writing process that fits their personal style and
job requirements
• Incorporate elements of journalism and storytelling into their written
communications
• Use “writing hacks” to avoid common pitfalls
• Develop a compelling story around their investment thesis
• Eliminate the fear of staring at a blank screen
About Wentworth Financial Communications
Wentworth Financial Communications creates investment-grade thought leadership and content marketing for the financial services industry’s leading firms and brightest minds. As a team of writers, editors, and content strategists who are native to the investment industry, our financial services experience empowers us to tackle any topic, no matter the level of complexity. We partner with organizations that realize that their people—and their ideas—are the firm’s most valuable assets.