有人有asset management 的经验吗?

本帖于 2007-04-16 14:35:31 时间, 由普通用户 一块五一卷 编辑


I called a Moragan Stanley agent a few days ago and aksed for their funds focused on China. I received this email below from him today and invite me to attend this seminar.

250K is not a lot for many people in this forum. Although my impression is most folks here manage funds by themselves. Still wonder if anyone have any good or bad expereince to share about these asset management offered by Morgan Stanley and etc.

I will go to the semianr anyway, will post if I find anything intreresting.

Thanks


---------Email fromMorgan Stanley---------------------------------
hope that all is well. I wanted to let you know that Morgan Stanley is hosting a free investment seminar with Putnam Investments on the topic of international investing on April 24th at noon. It is a lunch seminar which will last one hour and will be held at The Oak Club, a jacket and tie is required. This seminar is for clients and prospective clients with $250K+ in investment assets. Please let me know if you would like me to reserve a spot, I'll also let you know what the meal choices are.

Also, if this seminar is not a good fit for you but you would like to attend a future seminar, please feel free to call me. We have seminars on a variety of topics that are suited for different investors.

所有跟帖: 

Don't do it -skyport- 给 skyport 发送悄悄话 (1092 bytes) () 04/16/2007 postreply 09:42:41

Frankly, this is a bit of misleading. -jellybean3- 给 jellybean3 发送悄悄话 (523 bytes) () 04/16/2007 postreply 09:51:00

The key is finding the good one. -A-mao- 给 A-mao 发送悄悄话 A-mao 的博客首页 (46 bytes) () 04/16/2007 postreply 09:54:59

Maybe I am a little too harsh on them -skyport- 给 skyport 发送悄悄话 (598 bytes) () 04/16/2007 postreply 10:02:37

U haven't found a good one yet. -jellybean3- 给 jellybean3 发送悄悄话 (0 bytes) () 04/16/2007 postreply 10:19:58

They're not supposed to be the sales. -jellybean3- 给 jellybean3 发送悄悄话 (87 bytes) () 04/16/2007 postreply 10:21:49

They do try to be very nice to you -skyport- 给 skyport 发送悄悄话 (218 bytes) () 04/16/2007 postreply 10:29:45

Gifts r not communications. -jellybean3- 给 jellybean3 发送悄悄话 (189 bytes) () 04/16/2007 postreply 10:54:15

Oh yeah, they do promise me that too -skyport- 给 skyport 发送悄悄话 (453 bytes) () 04/16/2007 postreply 11:01:13

That's fine if you have the time and chose to manage it yourself -jellybean3- 给 jellybean3 发送悄悄话 (126 bytes) () 04/16/2007 postreply 11:06:45

Well, what is the performance of a Good one? -skyport- 给 skyport 发送悄悄话 (427 bytes) () 04/16/2007 postreply 10:25:53

Considering to start accept your own client? -jellybean3- 给 jellybean3 发送悄悄话 (0 bytes) () 04/16/2007 postreply 10:55:42

No I am not qualified -skyport- 给 skyport 发送悄悄话 (232 bytes) () 04/16/2007 postreply 11:04:26

What are your returns since you began to invest? -U6D3- 给 U6D3 发送悄悄话 U6D3 的博客首页 (17 bytes) () 04/16/2007 postreply 11:31:03

I would love to share. -skyport- 给 skyport 发送悄悄话 (145 bytes) () 04/16/2007 postreply 11:36:05

U will meet a lot old folks there. -jellybean3- 给 jellybean3 发送悄悄话 (40 bytes) () 04/16/2007 postreply 09:44:11

Oh yeh? You better call Britannica for free lunch -2526- 给 2526 发送悄悄话 2526 的博客首页 (0 bytes) () 04/16/2007 postreply 11:09:47

There are quite a few best fund managers. -U6D3- 给 U6D3 发送悄悄话 U6D3 的博客首页 (246 bytes) () 04/16/2007 postreply 10:46:26

He wants to find somebody to buy the funds for him -skyport- 给 skyport 发送悄悄话 (290 bytes) () 04/16/2007 postreply 10:51:37

U know the cost of mutual fund u bought from the market -jellybean3- 给 jellybean3 发送悄悄话 (80 bytes) () 04/16/2007 postreply 10:57:36

I did buy some fund from one adviser several years ago -skyport- 给 skyport 发送悄悄话 (530 bytes) () 04/16/2007 postreply 11:10:24

Well, whenever I was advised for a new fund, the 1st -jellybean3- 给 jellybean3 发送悄悄话 (35 bytes) () 04/16/2007 postreply 11:14:11

Maybe I had too much bad experience with these guys -skyport- 给 skyport 发送悄悄话 (178 bytes) () 04/16/2007 postreply 11:21:43

1% fee is nothing. -U6D3- 给 U6D3 发送悄悄话 U6D3 的博客首页 (273 bytes) () 04/16/2007 postreply 11:01:51

Agree with skyport, we can do far better ourselves. -beibei_sd2004- 给 beibei_sd2004 发送悄悄话 beibei_sd2004 的博客首页 (37 bytes) () 04/16/2007 postreply 22:24:40

Only if you have >1M -dividend_growth- 给 dividend_growth 发送悄悄话 (208 bytes) () 04/17/2007 postreply 09:07:11

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