September 2026 – Busy months ahead

October will almost be as busy for me as it was last year, and November will be even busier, as so many of my clients like me to meet and converse with their new intakes as soon as possible after their arrival in the firm.

July 2026 – Wealth managers

Wealth management firms have clearly become my second most important client category, as the Finance Map class focuses strongly on sell side firms and alternatives fund managers with which they are not always so familiar.

July 2026 – Non-employee summer classes

For many years I have offered shorter classes for groups of non-employees, usually interns or student groups invited to visit companies during the summer. I am happy to reduce the length of the class – and offer a reduced price – for these younger...