Asking the Right Questions
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 processes. Sharing key learnings…
A New Year: Living Life, not Counting Time
“Every man dies, not every man really lives” – William Wallace (Braveheart)
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 many highs from a…
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 has been going on…
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 tried to make a…
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 amazing views of the…
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 week I say goodbye…
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 over the last 52…
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 since 2005, starting in…
“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 something new, with just…
