Send the link below via email or IMCopy
Present to your audienceStart remote presentation
- Invited audience members will follow you as you navigate and present
- People invited to a presentation do not need a Prezi account
- This link expires 10 minutes after you close the presentation
- A maximum of 30 users can follow your presentation
- Learn more about this feature in our knowledge base article
Do you really want to delete this prezi?
Neither you, nor the coeditors you shared it with will be able to recover it again.
Make your likes visible on Facebook?
Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.
Transcript of Investment Proposal
Desirability of Solution
Diversification is wise
Qualifications of Proposer
Paul Michael Credibility
Return on Investment
Risk & return move together
Volatility tailored to client
High Net Worth
Fl Keys-2nd home
Real Estate Investor
Married, w/ twin
sons, seniors @
Michigan State U, (business)
Wants to teach
business to sons
The need - Diversification
Description of the Plan
Benefits - Peace of mind, etc
Ability to Deliver
Conclusion - Choice of wealthiest
families in America
Institutional-Level Money Managers
Research best of class risk-adjusted returns
Muni's, Bonds, Preferreds
REITs, MLPs, Managed Futures
Jewish, Catholic, Protestant, Environment, Human Rights