CFA Society Chicago Events
How to Improve Your Quarterly Investor Letters (Members Only)
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:
Attire: Business Casual
Menu: Refreshments & light snacks
Registration: Register online below
CFA Institute Qualified Activity: Eligible for 1 credit hour
Hosted by: Professional Development Advisory Group
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:
CFA Institute CE Qualified Activity
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.