James and I successfully made it to Boston to attend Charles Schwab’s Annual “Impact” Investment Conference.  Luckily we arrived before the rain started and squeezed in a tour of the Freedom Trail before the conference started this morning.  We are excited to be here with a great opportunity to learn from investment experts and share ideas with other advisors.

The conference was “kicked” off by U.S. women’s soccer superstar Abby Wambach.  As a World Cup champion and two-time Olympic gold medalist, she gave an inspirational speech on the importance of teamwork, dedication, and leadership to be successful on and off the soccer field.  As luck would have it, we rode the elevator with her at our hotel but unfortunately we found out she already has an investment advisor.

We finished the morning by listening to Mark Hamilton, the Chief Investment Officer of Oppenheimer Funds, share his firm’s approach to managing money “dynamically.”  We share a similar dynamic approach by actively managing portfolios to take advantage of changing investment opportunities.  We picked up a couple of tips how to possibly improve our process by paying attention to some particular economic indicators.

– Jason

James Mantosh at Charles Schwab Conference..

      Samuel Adams statue in Faneuil Hall.  Perhaps the most disappointing fact we learned on the tour was that he was a failed beer maker.