Category Archives: Education

Returning to Dublin for December 6th Workshop

This workshop is particularly timely, given that the European IORP II directive comes into effect in January 2019 for Irish pension schemes, requiring trustees to disclose how they consider the Environmental, Social and Governance (ESG) criteria in their investment decision-making … Continue reading

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A New Year: Living Life, not Counting Time

“Every man dies, not every man really lives” – William Wallace (Braveheart)

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My American Adventure: more time on the road

Hola mis amigos The adventure continues. It is a cold December here in Xela in the mountains of Guatemala; central heating is a luxury we don’t have! Still, it is nice. The last couple of months have been unbelievable, so … Continue reading

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My American adventure: back in the investment world

Hola mis amigos, Guatemala has me now. Once de la noche en Irlanda. Cinco de la tarde en Guatemala. Friday evening here in Xela, the heavens have opened up, so no better time to pen a few notes on what … Continue reading

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My American adventure: new ways of immersion

Hola mis amigos, la vida es buena aquí en Guatemala. I’ve been living in Xela for just over two months now. My Spanish is improving every day and I’m finding new ways of becoming immersed in the city. I have … Continue reading

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My American adventure: at home in Guatemala

Hola mis amigos I am now living in Guatemala. Yes, Quetzaltenango (more commonly called Xela after its original Mayan name), Guatemala’s second largest city, is where I am calling home for a while. I have rented an apartment here with … Continue reading

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Leaving on a jet plane….

Every great adventure begins with a goodbye. So it is that I face a series of goodbyes over the next 10 days or so before I embark on my next great adventure, travelling across Central & South America. Later this … Continue reading

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Warren Buffett’s recommendation: choose passive

Warren Buffett shares his recommendation to investors In the world of investment management one of the most revered active investment managers is Warren Buffett. Known as the “Oracle of Omaha”, Buffett has delivered considerable returns for his Berkshire Hathaway shareholders … Continue reading

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Reflecting on the role of an adviser

The role of an adviser is not simply to provide answers; it is about helping clients ask the right questions. This has always been my core philosophy for how I approach my advisory relationships.  I have been working in an advisory role … Continue reading

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“20 Hours Learning Challenge” Revisited

At the end of August I wrote a blog – The “20 Hours” Learning Challenge – inspired by a TedxTalk from Josh Kaufman, entitled “The first 20 Hours – How to learn anything”.  (YouTube link) Kaufman’s theory is that when starting … Continue reading

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