CFA Society Chicago Events

Event Detail

How to Improve Your Quarterly Investor Letters (Members Only)

Date, Time, and Location:
Tuesday, January 30, 2018 (add this event to your Outlook Calendar)
4:00 pm - 6:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL   (Driving Directions)

Program Description:
For asset managers, writing quarterly (or monthly) letters that update investors on portfolio performance and market trends may seem simply like a cost of doing business. But these letters play an important role in showcasing the firm’s expertise and building trust with clients. This interactive session will show investment professionals how they can write quarterly letters and market commentaries that give readers the information they need while showcasing the firm’s expertise.

Scott Wentworth, veteran financial writer, will explain how you make your investor letters more engaging and informative for your clients. He will explain how to write your letters in a way that highlights the most important information and helps clients understand the decisions and market forces that influenced portfolio performance and shaped your investment decisions. Scott will go through specific examples of how subpar letters can be improved by avoiding burying the lead, using subheadlines and pull-out quotes, creating captions for charts, and incorporating other elements of effective storytelling.

CFA charterholders and other attendees will learn how to improve their investor letters by:

  • Highlighting the most important information
  • Using examples and anecdotes to illustrate abstract ideas
  • Conveying numerical data in a way that focuses readers’ attention on the numbers that matter
  • Addressing poor performance or other “bad news” in a way that doesn’t seem alarmist or apologetic
  • Streamlining the writing and editing process

Speakers:
Scott Wentworth - Founder and Head Financial Writer, Wentworth Financial Communications

Fee:
Members - FREE
Student Member - FREE
(member pricing underwritten by CFA Society Chicago)

Attire: Business Casual

Menu: Refreshments & light snacks

Registration: Register online below

CFA Institute Qualified Activity: Eligible for 1 credit hour

Agenda:
4:00 - 4:30 pm - Registration and Networking
4:30 - 6:00 pm - Program

Hosted by: Professional Development Advisory Group

Speaker Bios:

Scott Wentworth Scott Wentworth founded Wentworth Financial Communications in 2015 after serving as the head marketing writer at William Blair & Company, a global asset management and investment banking firm. Wentworth and the team of writers and editors at WFC help companies articulate their expertise through white papers, newsletters, blogs, and other forms of content marketing. Since 2012, he has been an adjunct lecturer at Northwestern University's Medill School of Integrated Marketing Communications, teaching graduate-level courses in communications and finance. Scott has been involved with Tutoring Chicago since 2005, first as a volunteer tutor and now as a member of the board of directors. Wentworth earned his B.S. in economics from the University of Illinois and M.S. in journalism from Northwestern University's Medill School of Journalism. He passed the Certified Financial Planner exam in 2009 and earned his Claritas certificate from the CFA Institute in 2013.

*Special Notes Regarding Fees:
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, January 25th. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.