Mo speaks regularly across North America and around the globe. He is a force for change who is deeply passionate about educating investors, entrepreneurs, and philanthropists on intelligent capital allocation.

 

"Mo that presentation was fantastic. You have a gift for this, and I always walk away from your talks smarter than when I walk in".

Fern Simpson

 

Topics

Investing

Research suggests that the performance of individual investors is far worse than they think it is, even inferior to the asset classes they are actually invested in. How is that possible? The answer is: behavioral biases, poor asset allocation, overpaying, inferior due diligence, ignorance of risk, poor monitoring, following the crowd, limited access, market timing, lack of rigorous process, fear, greed, apathy, and a whole slew of other common mistakes. The fact is, investing isn’t easy and isn’t a matter of  intelligence. If it were, everyone with above-average IQ would be rich. It’s also not rocket science. Rather, it’s about adopting the processes, best-practices, and disciplines of the world’s most successful investors. Mo’s seminars, workshops and keynotes focus on a number of eye-opening topics that will challenge the way you have thought about investing until now. As Mark Twain has often said, “It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so.”   

Recently presented topics:

  • The Myths and Realities of Diversification 

  • Risk: What Does It Really Mean and How Do We Manage it?

  • Distinguishing Between "Get Rich" and "Stay Rich" Investments 

  • Planning 101: Creating and Updating Your Investment Policy Statement

  • Transferring Wisdom from the Business to the Portfolio: Best Practices in Capital Allocation

  • How to Measure and Evaluate Your Investments

  • Solving the Mystery of Financial Fees

  • How You Can Invest Like a Pension Plan

  • Am I Really Paying 2 & 20? A Primer on Investing in Hedge Funds

  • The Art & Science of Manager Selection

  • Taking Credit for Your Portfolio: The Debt Investment Continuum

  • Barbarians, Builders or Both? A Primer on Investing in Private Equity

  • Breaking Down Bricks & Mortar: A Primer on Intelligently Investing in Real Estate

  • Common Misconceptions with Investing in Stocks

  • Common Misconceptions with Investing in Bonds

  • Why Cash is the Most Undervalued Asset Class

  • Bitcoin, Blockchain & Digital Stores of Value: Recent Fad or Revolution?  

Fraud

Every year over 30,000,000 people around the world fall victim to investment fraud. Most surprisingly investment fraud victims score higher on financial literacy measures than non-victims. Meaning, those who are more financially literate are more likely to be victims of investment fraud. What is equally shocking is  regulators and law enforcement has been woefully impotent in protecting investors, usually arriving on the scene once the damage has been done. That essentially leaves us with the only protection we can count on - our vigilance in employing proper due diligence being educated on how to avoid being the target. Having chronicled hundreds of the most innovative financial frauds, Mo now helps investors understand all the tools at their disposal and all the ways they can keep their families, their wealth and their future protected.

Recently presented topics:

  • A 360 Degree View of Financial Fraud

  • The Only Non-Negotiable in Passive Investing

  • Investment Lessons from the Seven Faces of Fraud

  • Common Mistakes for the Most Seasoned Investors

  • Tails I Win, Heads You Lose: Skin in the Game & Alignment of Interest

Philanthropy

Philanthropy is the where the charitable and business worlds collide.  While that collision may be magnificent, it could also be riddled with tensions. There are often gaps in expectations, outcomes and effectiveness between the philanthropist and the solicitor.  As Andrew Carnegie said, “It is more difficult to give money away intelligently than to earn it in the first place.” Today’s philanthropists share that challenge, even before dealing with the issues of expectations, priorities, obligations, governance and family considerations.  After having run, chaired and sat on the boards of a dozen non-profit organizations, having interviewing over 100 of Canada’s top philanthropists and co-authoring The Philanthropic Mind, Mo shares his discoveries on how to improve the philanthropic experience. Some of Mo’s ideas challenge contemporary notions of philanthropy, but all of them have proven to elevate the enterprise of philanthropy for the giver, the asker and (most importantly) the beneficiaries of that generosity.

Recently presented topics:

  • Tackling the Biggest Challenges in Philanthropy

  • The 5 Things Philanthropists Will Never Tell You

  • Philanthropic Philosophies: Why Knowing Yours is Critical

  • Moving from Reactive to Proactive Engagements  

  • Doing Well by Doing Good

 

Mo, I want to thank you for agreeing to speak to our canvassers and donors. You were TERRIFIC! You are one of those rare people that I always feel energized being around. You are an amazing speaker and we are so grateful for your time, passion and continued commitment to philanthropy!

Andrea Freedman

 

Mo, thank you very much for your presentation yesterday. As always, I learned a lot! I really enjoy your seminars and very much appreciate your follow up “homework”. I look forward to hearing you again soon!

Brian Prosserman

 

You always present well, but your last night¹s presentation was unbelievably AWESOME.
You must use it again and again in future, when you¹re called to present with other groups. Honestly, I believe everyone took a lot out of it.
I don’t know how you could possibly improve your sessions. It’s amazing how you manage to condense so much information into so few minutes.

Shelley Elnekave

 

Mo, thank you so much! You were incredible!
We can't thank you enough for your keynote address, you inspired so many!!
Your words were so beautiful.
I told you that you are our first choice, and you laughed!
Mo, you hit it out of the park.
Thank you for sharing your stories. Thank you for this gift.
If there is anything that I can ever do for you, please ask.

Sonya Budd

 

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