Inspiring the 65+ Market To Act

I recently presented to T. Rowe Price on inspiring the mature market to act.  T. Rowe is clearly the cream of the crop with an amazing culture. They are constantly probing for new opportunities and then measuring the risk/reward probabilities. When you ask the employees about the collegial atmosphere on campus, they proudly talk about a bottom-up decision-making process. This disciplined investment process results in solid long-term investments for their customers. It’s also the reason 64 portfolio managers and 16 portfolio manager/analysts remain at T. Rowe Price an average of 13 years, roughly twice the industry average. Truly, an amazing company that allows you to “invest with confidence.”

Anyway, if you have the time to invest (pun intended), I’ve put the presentation up on my site. This comes in two flavors, long and short. The longer version is the PowerPoint with audio behind it. Or, if you’re just looking for a short snippet, I’ve also posted some of the actual video footage.



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