Join us for a virtual lunch with Wentworth Writing, How CFA Charterholders Can Become Investment-Grade Writers

REGISTER HERE

February 25th 12-1pm, Zoom

CFA Society Presentation Summary

Title
How CFA Charterholders Can Become Investment-Grade Writers

Synopsis
A one-hour presentation on how investment professionals at all levels can

improve the returns of their writing efforts by following a disciplined,

repeatable process.

Description
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.

Learning objectives

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. Read more

Connor J. Martin

Chief Operations Officer

Connor Martin is a senior member of the team at Wentworth Financial Communications where he manages client engagements, leads business development efforts, and supports the recruitment and training of new team members. His prior experience includes ten years in alternative asset management and private equity. Connor and the team of writers, editors, and content strategists at Wentworth help companies articulate their expertise through content marketing and thought leadership.

Education: B.A. in economics from the University of Notre Dame; MBA from the University of Chicago Booth School of Business.