The Most Important Investing Tools I Gave My Son
Discussed by:
MEETING CANCELED: Gatis Roze
Author and Investor, StockCharts.com, Inc.
With more than 35 years of experience as an active investor, Gatis Roze has built a powerful, repeatable framework for successful investing. Passing that system on to his son, the lessons learned from bridging the gap between generations have been fascinating. In this presentation, he will share the investing tools, strategies and systems that have made the most impact not only in his own investing, but also in that of his son, Grayson.
| Attend This Meeting and Learn... |
Investment truths and essential lessons to pass on to your kids
Investing "potholes" you and your children need to avoid
How to keep yourself and your family engaged in your financial journey
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It Pays to Be Young: How to Turn Your Age Into Profits
Discussed by:
Grayson Roze
Author and Vice President of Operations, StockCharts.com, Inc.
An accomplished investor at a young age, Grayson Roze has learned how time-tested strategies and proven methodologies can be adapted to the younger investor. At the age of 26, he brings a unique perspective on the markets and has learned how to put his age to work for him. In this presentation, he will share the lessons that all young professionals need to know to start early and put themselves far ahead financially in their twenties and thirties.
| Attend This Meeting and Learn... |
Why the miracle of compounding is more important than your salary
How "observational investing" can help you profit from the world around you
How to empower yourself with a focus on financial health
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Passing the Baton: Investing Together Across Generations
Discussed by:
Gatis & Grayson Roze
Working together as a father-son investment team, Gatis and Grayson Roze have seen it all. In this final presentation of the day, they will take the stage together to share their experiences investing together, revealing the most important takeaways you need to understand and embrace before passing the financial baton from one generation to the next.
You will learn:
-How to think together and make investing a joint venture
-What works and what doesn't when navigating family finance
-How a combined cross-generational perspective can yield profitable insights
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