A must read in today's volatile and disturbing economic
A weekly digest of important issues and the opportunities
that they present. Tailored to the exacting demands of
Financial professionals, but written without excessive
technical language and with the desire to be helpful for
everybody who needs to keep an eye on their money.
Topics are targeted to provide an overview of the important
issues of the week:
*Interest rates, higher or Lower?
* Could the dollar be about to reverse course?
*Is NYC becoming the service center for the global Wealthy?
*Following Europe's lead, socially responsible investing
becomes more mainstream in the US.
*Restoring trust is challenge for banks in 2008.
*Are wealthy families losing faith in their financial
Also included is a cherry picked list of managed fund
offerings, organized into useful sections and selected by
the professional staff at IMI, a great place to look for new
opportunities and to compare new offerings.
Another valuable service is the monthly consultants'
calls, primarily directed at top-tier money managers, but
also a great way to get to see how the big boys see the game
After a little while you will want to take all this valuable
information and attend one of IMI prestigious Forums, where
top financial experts
freely explain their strategy and positioning and where you
will have the opportunity to ask questions and meet other
financially responsible people like yourself.
The Forums are held in spectacular resort locations: such as
the Equinox Resort and Spa, Vermont; Longboat Key ,
Florida; and Chateau Frontenac, Quebec.
Forums are scheduled regularly and focus on different
financial opportunities. Call the IMI Forum desk for
detailed information, and one of the Forum Directors will
help you choose the venue
that is best suited to your specific needs.
IMI welcomes comments and is constantly revising it's
to better serve it's clients.
Please feel free to contact us at 203 622 5851 or visit with
us at one of our introductory cocktail receptions.
Russ Mason, founded IMI and over the past 27 years he has
built one of the most highly regarded financial advisory companies in America.
The Investment Management Institute hosts over 30 major
investor events a year and it's Weekly Wire Service is a
must read for the top professionals in the wealth management
It should be read by every investor in America.
Common sense and a keen nose for the market combined with a
total commitment to client service, has distinguished the
company. It's all about "providing the best possible
in an environment that allows for detail inquiry", Mason
says. "We provide top advisors in pristine resort locations,
allowing for frank and
detailed discussion of positions and opportunities” in
institutional investment. "We want advisors and clients to
leave our forums, either sure that they are right or
questioning and reviewing their positions,"
Russ Mason is a charming and very focused man, who believes
that it is essential to constantly review and learn from the
best professionals in the investment arena. Russ packaged
the skills honed as
Director of Education and Programs with the Financial
Federation, better known these days as the CFA Institute,
where he developed ongoing educational programs for senior
level executives at top banks, insurance companies and
advisory firms; lectured extensively and published articles
on portfolio management,
estate planning. personal money management, security
wealth management, and investment strategy.
Through IMI he packaged the best of this earlier experience
and made the information accessible to a broader audience,
and IMI has built that audience one person at a time. "We
protect and empower the individual investor", Mason says. "
It's great to
present alpha -generating alternatives (for investors); for
example: private equity opportunities, hedge funds,
international or emerging assets". We provide the top talent
in the country and allow them to present their products and
then encourage a frank and
detailed discussion of the issues". "We don't provide
solutions; we present opportunities and the skill set to
assess them"." You may not leave with the answer, but you
leave with the right questions." As we mentioned earlier,
Russ Mason is a focused man.
If you wish to acquire the skills to manage your financial
estate or if you are responsible for the active management
of assets for a foundation or a private fund, please join
Investment Management Institute for it's next prestigious
Issues to be discussed:
*Optimizing asset allocation,
*Engaging in value-based philanthropy,
*Renewable and sustainable energy options
*Building the family office's relationship
with it's consultant.
Russ mason and
his wife Ann divide their time between their
contemporary home located in the woods of Greenwich, CT
where Russ has spent most of his adult life, and their
home in the stunning red rocks country of Sedona, AZ. They
are involved in alternative medicine, collect southwestern
and enjoy taking extended daily walks in back country
Greenwich. They have one son, Craig, and two young
Cooper and Corbin. Russ is a graduate of the University
of New Hampshire and is a member of The Boston Society
of Security Analysts and the CFA Institute.