Friday, March 25, 2022

Excerpt Tour: The Investment Committee Guide to Prudence by Jonathan J. Woolverton, CFA

Congratulations to tour winner Dorothy D. and to host winner The Avid Reader.

Goddess Fish Promotions is organizing a Virtual Excerpt Tour for The Investment Committee Guide to Prudence: Increasing the Odds of Success When Fulfilling Your Fiduciary Responsibilities in the Administration of Pension/Investment Assets by Jonathan J. Woolverton, CFA, a Non-Fiction available now from Tellwell Talent. The tour will run April 11 - 22, 2022, and this tour will not include interviews or guest blogs; however, a blurb, exclusive excerpt and author bio will be provided to every host for inclusion on their blog. Additionally, a PDF, mobi and ePub copy of this story is available for review in conjunction with a promo post.

Jonathan J. Woolverton, CFA will be awarding a $15 Amazon or B/N GC to a randomly drawn winner via rafflecopter during the tour, and a $15 Amazon or B/N GC to a randomly drawn host.

JJ's investment career spans more than five decades. He has been the chief investment strategist for a pension plan sponsor, a managing director and senior consultant within a global investment planning consultant firm, and a managing director and chief operating officer of an investment management organization. Over his career, JJ has attended well over a thousand investment committee meetings as a plan sponsor, a consultant, and a money manager. In the majority of these meetings, he has found that committee members lack three things: in-depth investment expertise to effectively carry out their fiduciary responsibilities, the necessary time allocation to administer and manage the investment program in the best interests of the beneficiaries, and the ability to develop an efficient monitoring system to hold all service providers accountable for the products and services they provide.

This book outlines the steps to be taken in establishing investment policy; formulating asset mix strategy; creating an appropriate investment management structure; undertaking investment manager searches; and highlighting the conflicts of interest, biases, and self-interests of the various service providers.

This book is designed to assist members of investment committees in their role as fiduciaries/trustees/administrators.

April 11: The Avid Reader
April 12: Momma Says: To Read or Not to Read
April 13: Author C.A.Milson
April 14: Candrel's Crafts, Cooks, and Characters
April 15: Rogue's Angels
April 15: Westveil Publishing
April 18: Long and Short Reviews
April 19: It's Raining Books
April 20: Locks, Hooks and Books
April 21: Fabulous and Brunette
April 22: All the Ups and Downs
April 22: Welcome to My World of Dreams