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Discussion Starter #1
Time to time, when I meet people from LotusTalk, some of the LT members talk to me about their investment holdings -- since my profile says "money manager".

Please let me know if I can be any help. My team covers ultra-high-net-worth clients (typically $100mm+ in investable assets) at a well-known "top-tier firm", but I would love to be assistance for portfolios any size.

I cannot discuss any particular investment strategies on this forum (due to regulatory reasons), but if you want to pick my brain, or want my team to review your investment/retirement portfolios, please feel free to PM me.

- Patrick
 

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Discussion Starter #5
<object width="425" height="355"><param name="movie" value="http://www.youtube.com/v/9Q_ZzUqehbc&hl=en"></param><param name="wmode" value="transparent"></param><embed src="http://www.youtube.com/v/9Q_ZzUqehbc&hl=en" type="application/x-shockwave-flash" wmode="transparent" width="425" height="355"></embed></object>

I like this scene. :)
 
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