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#1
09-28-2006, 02:11 PM
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Meeting with Goldman Private Wealth Mgr.
Tomorrow a few of my classmates and I are having lunch with a private wealth manager from Goldman Sachs in San Francisco. I have a couple questions in mind for him, but I'm curious to see what questions you would be interested in asking.
I'll use a few and get back to you with his answers. 
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#3
09-28-2006, 11:28 PM
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Re: Meeting with Goldman Private Wealth Mgr.
Are you kidding me? your meeting with a "Private Wealth Manager".
My first question for him is What The [censored] is a private wealth manager (with all due respect of course) Your meeting with an overpaid salesman. Have a good time. If you want to ask him a real question, ask him what the average annual return on invested capital is for his clients, then ask him for how many annual periods. I will bet you that either the former or later is less than 5. kthnxbye
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#4
09-29-2006, 02:07 AM
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Re: Meeting with Goldman Private Wealth Mgr.
Yeah, they are just salesmen that make bank off of rich people. I would also ask him what the average return is on the portfolios he is managing. I am willing to bet he doesn't actually know and will give you an optimistic rounded number.
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#5
09-29-2006, 09:42 AM
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Re: Meeting with Goldman Private Wealth Mgr.
[ QUOTE ]
Are you kidding me? your meeting with a "Private Wealth Manager"... My first question for him is What The [censored] is a private wealth manager... [/ QUOTE ] Easy to tell who isn't looking for a career in asset management... I think Mr. GS expects the OP to already know what a private wealth manager is.
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#6
09-29-2006, 01:06 PM
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Re: Meeting with Goldman Private Wealth Mgr.
[ QUOTE ]
Yeah, they are just salesmen that make bank off of rich people. I would also ask him what the average return is on the portfolios he is managing. I am willing to bet he doesn't actually know and will give you an optimistic rounded number. [/ QUOTE ] 1) this is worse than useless without knowing what vol he is managing to (believe it or not, some wealthy people are risk-averse!) even better, ask him for sharpe ratios (though its less likely he'll know these off-hand) 2) ask him about what process he uses to decide asset allocation decisions for his clients.
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#7
09-29-2006, 06:53 PM
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Re: Meeting with Goldman Private Wealth Mgr.
<=== interested in asset management
so just wondering, how were you able to set up this meeting? sounds like from you mentioning yoru classmates thats its part of a school project type thing?
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