10 July 2012

Take 15: Key Principles for Successful Private Client Investing (Video)

Posted In: Private Wealth Management

Dean A. Junkans, CFA, discusses the most interesting and most surprising results of a recent survey of 500 individual investors. He also explains three of his seven principles for private client investing and offers an example of a new investor paradigm.

This episode of the Take 15 Series was originally released on 27 June 2012.

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Tags: private wealth, Take 15, Videos

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About the Author(s)

Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.