How to Not Lose a Fortune

This webinar was recorded on 12/05/2023. Please note: The content is not intended to be, nor should be, interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation. Why are there not more billionaires today? That is the provocative question posed by the new book “The Missing Billionaires: A Guide to Better Financial Decisions” by Victor Haghani and James White. According to the book, there were enough US millionaires in the year 1900 to have generated as many as 16,000 billionaires today. In fact, it is hard to identify any billionaires today whose fortune traces back to before the 20th century. What were the main reasons why the family fortunes of the past faded away? For investors today, what choices about spending and investing are best for sustaining wealth over time? “The Missing Billionaires” provides a deeply researched practical framework for addressing those questions. Join Victor Haghani in conversation with Ken Frier, CFA to hear the most important insights from the new book. This event is brought to you by CFA Society San Francisco Member Programming Advisory Council. Speakers Victor Haghani, Author, "The Missing Billionaires" Ken Frier, CFA, Chief Investment Officer, Atlas Capital Advisors