Gender

Male

Location

Concord, MA

Tell us more about who you are, what you do and where you want to be. What are your main business challenges? (Tip: provide your current Job Title, Industry, company or/and paste your Linkedin profile here). Use as many relevant keywords as possible. Tell us what you can offer the community. What sorts of discussions, events, and activities you can participate in.

MICHAEL CARPENTER is an investment industry thought leader, consultant, speaker, and author of the globally published book, The “Risk-Wise” Investor- How To Better Understand and Manage Risk. His “Risk-Wise” method introduces a fresh, new, user-friendly, holistic way financial advisors, investors, business people, and boards can demystify any risk, and reduce the likelihood and impact of painful, negative surprises. He’s conducted hundreds of projects, presentations & workshops around the country for financial professionals, business people, board members, and investors alike, including programs for the Financial Planners Association, Million Dollar Round Table, the American Association of Individual Investors, and The Investment Management Consultants Association. Mike’s also led investment industry programs at Harvard, Columbia, Wharton, and MIT, plus his writings have appeared in InvestmentNews magazine, The Journal of Financial Planning, The NAPFA Advisor magazine, and the Financial Planning Assocoation's Practice Management Solutions magazine. Mike started his career as a successful financial advisor, and advanced to regional and national level positions at PaineWebber. He then led record-setting national distribution teams, and advisor and investor educational programs, for John Hancock Funds, Transamerica/IDEX, MFS Retirement Services, and Rydex Global Advisors before starting his own Boston based consulting firm in 2003. Mike specializes in helping clients better understand & manage the risks of our increasingly less certain world, plus stand-out above their competition in crowded marketplaces, and turning frustrating challenges, stubborn impediments, and the accelerating pace of world-wide change into powerful business building forces that quickly & easily attract more clients, more business & greater success. ■ Strategy, marketing, sales, key accounts & professional development ■ Helping individuals and organizations achieve their full potential ■ Writing & speaking ■ Helping investment sponsors, financial professionals, investors, boards & business owners and corporate executives everywhere demystify the often confusing subjects of risk and risk management. Whenever you want to: ■ Jump-start, re-energize or turn-around your business growth, in any economic environment ■ Stand-out above your competition & become a “magnet" for more business ■ Better understand and manage the risks of our increasingly less certain world ■ Have "high impact" keynote presentations, programs, and workshops for financial professionals & investors Contact Mike at: (978) 369-5711 Email: Mike@RiskWiseInvestor.com or visit his web site: www.MCarpenterAssoc.com

I am interested in

Speaking engagements, Consulting offers, Job inquiries, Business deals, Career opportunities, Expertise requests