Creating Investment-Grade Content

When:  May 21, 2025 from 12:00 PM to 01:00 PM (CT)
Associated with  CFA Society Minnesota

Free to everyone!

Turning investment ideas into white papers, articles, or client reports is a critical skill for investment professionals. Yet many portfolio managers, analysts, and product marketers find the effort a time-consuming, frustrating exercise. The key to creating content more efficiently is having a disciplined, repeatable process. Veteran financial writer Scott Wentworth has such a process and will share how investment professionals can use it to improve their writing skills.

Scott will review the steps he uses to develop and articulate ideas and discuss how “non-writers,” especially, can use the process across whatever form of writing they may be called on to produce.

 

Join us for this interactive presentation and learn how to:

·         Develop an efficient writing process that fits your personal style and job requirements

·         Incorporate elements of journalism and storytelling into written communications

·         Develop a compelling story around your investment thesis

·         Use “writing hacks” to avoid common pitfalls

·         Understand both the threats and opportunities of generative AI

Location

Online Instructions:
Url: https://cvent.me/arwERq?RefId=Microsite
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Contact

Megan Millett

[email protected]