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Investing 101 presentation to amateurs, how to make it interesting?


Mephistopheles
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Hi all,

 

I am giving an investing presentation to coworkers in a couple of days and panicking. I have a pretty good slideshow set up but am afraid it won't be interesting. My goal is to introduce 1) valuation 2) psychology. These are a group of doctors who you can imagine get pitched from financial advisors all the time. People with money who know nothing about how to manage it. I kinda want to blow everyones mind in a way with to them would be very foreign ideas - like "volatility is not risk" for instance, or "buy when there is blood on the streets". Stuff like that.

 

Anyway, hope is to keep it maybe 15-30 min tops, with a ample time for Q&A. But mainly I want to catch their attention and get them hooked. For instance, I plan on showing a 200 year chart of stocks showing the power of compound interest.

 

Any ideas or suggestions?

 

Thanks

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I think if people understand compounding and deferred gratification they'll be in pretty good shape... small sacrifices today can have a huge payoff for your financial future.  It's hard to teach people to be good investors in 15 minutes, but if they follow the basic principles they can't end up too far off.  Buffett has some anecdotes in some of his old partnership letters that may be interesting: http://www.valuewalk.com/2016/10/compounding-short-stories-a-king-columbus-and-indians/

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Doctors are trained to practice evidence-based medicine. I would approach the presentation from that angle. What does it mean to practice evidence-based investing?

 

For starters, I would present the body of evidence that most people should index. Next, I would introduce them to Bogleheads Lazy Portfolios:

 

https://www.bogleheads.org/wiki/Lazy_portfolios

 

I'd think that most doctors are too busy / too tired to moonlight as value investors. Lazy Portfolio is a good default option.

 

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Hi all,

 

I am giving an investing presentation to coworkers in a couple of days and panicking. I have a pretty good slideshow set up but am afraid it won't be interesting. My goal is to introduce 1) valuation 2) psychology. These are a group of doctors who you can imagine get pitched from financial advisors all the time. People with money who know nothing about how to manage it. I kinda want to blow everyones mind in a way with to them would be very foreign ideas - like "volatility is not risk" for instance, or "buy when there is blood on the streets". Stuff like that.

 

Anyway, hope is to keep it maybe 15-30 min tops, with a ample time for Q&A. But mainly I want to catch their attention and get them hooked. For instance, I plan on showing a 200 year chart of stocks showing the power of compound interest.

 

Any ideas or suggestions?

 

Thanks

 

Just tell them how the government is screwing them.  Doctors love to hear how the government is screwing them.  See attached.

The_wasting_dollar.pptx

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Mephistopheles,

Applaud your effort to be "audio centric" and try connect with your audience. Curious to know how you handled it? Will you attach your presentation?

 

Hi all,

 

I am giving an investing presentation to coworkers in a couple of days and panicking. I have a pretty good slideshow set up but am afraid it won't be interesting. My goal is to introduce 1) valuation 2) psychology. These are a group of doctors who you can imagine get pitched from financial advisors all the time. People with money who know nothing about how to manage it. I kinda want to blow everyones mind in a way with to them would be very foreign ideas - like "volatility is not risk" for instance, or "buy when there is blood on the streets". Stuff like that.

 

Anyway, hope is to keep it maybe 15-30 min tops, with a ample time for Q&A. But mainly I want to catch their attention and get them hooked. For instance, I plan on showing a 200 year chart of stocks showing the power of compound interest.

 

Any ideas or suggestions?

 

Thanks

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