lh

CFA General
#1

Anyone ever heard of these guys… http://www.lighthouseprivate.com/ Willy

#2

no

#3

willing to bet it’s wealth management not IB or stock analysis.

#4

Oh I KNOW FOR A FACT it’s a wealth management shop DA, I’m asking whether anyone knows MORE than simply the obvious. Willy

#5

I have Will.

#6

Willy, What did we tell you about infomercial firms? Sincerely, The Analyst Forum Community

#7

Will, why do you care about these obscure wealth management firms in rural Ontario? You poaching clients?

#8

lol

#9

IF you knew ANYTHING about the biz Turk-in-the-Night, then you would know that poaching clients is what I do best. It’s almost too easy to seep $1 or $2 million from TD and RBC, they just plain don’t care. Suits me just fine. When you’re running $2.5 billion AUM, these “Ma and Pa” clients are gold. Let them cry! Willy

#10

Have you re-read the ethics portion of the CFA Willy? And, aren’t you working for a “Ma and Pa” shop yourself?

#11

Nope. What a waste of time. Why would ANYone do that who isn’t in the program? Willy

#12

Your not with the program? What are you doing here? Wait, I’m not in the program anymore, either. What am I doing here?

#13

I asked myself that very question about you mcthorp a COUPLE time this week. Willy

#14

I have to have an outlet during earnings season since I’ve been cooped up in my office over the past three weeks. I have spent a few nights here, not sleeping. I find this forum very trivial and sophomoric, and yet, at times, entertaining. Yes - I have nothing better to do than waste my time right now. And I really am leaving this time.

#15

I’m feeling pretty upset for no good reason also mcthorp. Just got back from the gym. Willy

#16

Gotta tell you Will, I’m fairly glad I don’t know much about the private client biz… Definitely glad the poaching is going well.

#17

I’d shoot myself if my job entailed poaching other people’s clients.

#18

grunt, i feel like we know each other.

#19

Do you hang out in Boston much?

#20

only in May.