Investment Strategies for Senior-Level Executives

img-snl-wallMichael is feeling frustrated. He’s working hard to reach 2016 goals, projecting what will be needed in the fourth quarter. He has to start thinking about 2017. He has to do this for his business and for his own personal investment strategies for the coming months.

The market is volatile. The Recession is not that far behind us. This is an election year. He wants to make sure he manages risk and generates the best returns – for himself and for his business. It’s enough to make anyone worry.

If you’re feeling like Michael, don’t worry! Part of our mission at ExecuNet is to connect you with the right people, with the brightest minds in business, leadership and the executive career space, and we’re certainly going to do that next week!

I will be hosting the next session of ExecuNet Master Class, and my guest is one of the “best of the best” – Dan Skelly of Morgan Stanley’s Wealth Management Group and Head of Morgan Stanley’s Equity Model Portfolio Solutions. Dan is also a key player on Morgan Stanley’s Global Investment Committee and can be seen regularly on CNBC and Bloomberg TV.

Dan will talk about how to view the US and world economy over the next 12 months, including trends to look out for. I plan to ask Dan what sectors are rising and falling and how to build optimal investment portfolios, manage risk, and make better investments in these volatile times. Additionally, I’d like to hear him speak about the practical investment frameworks to consider and how to work more effectively with portfolio managers for better asset allocation to achieve goals.

If you have any questions for Dan, please forward them to me in advance of the session at the email address below.

It’s safe to say people are wondering how the economy will impact businesses and personal investment strategies in the next 12 months. Staying abreast of market trends and understanding how to manage, build and protect wealth in this volatile period will be challenging. Please join us to gain an insider’s view of the economy and learn investment strategies for the next 12 months.



Mark Anderson

Mark Anderson

Mark Anderson is ExecuNet's president and chief economist. An Arjay Miller Scholar, Mark received his MBA from Stanford University and a BA in economics from Yale University. He joined ExecuNet in 1993, with extensive marketing and new product and business development experience, having served as president and founder of A&M Associates, an investment management firm. Mark's corporate leadership experience includes several senior marketing and financial positions with RCA Global Communications (a GE subsidiary) and American Can Company.

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