Personal
The parts that don't appear on a track record.
Temperament is most of this job, and temperament isn't built at a desk. Here's where mine came from.
What I do with the rest of the week.
[Two or three interests, written the way you'd actually describe them to someone at dinner — not a LinkedIn "interests" field. The detail is what makes this land: not "I enjoy cycling" but where you ride and what you like about the hours alone.]
[If any of them genuinely informs how you think about risk, patience, or being wrong, say so here — briefly, and without straining for the metaphor. One honest sentence beats a laboured analogy.]
[Optional caption — a place, a year, something specific.]
Volunteer work.
[The organisations, your actual role, and how long. Understatement is the register here — state what you do and leave the significance to the reader. If any of it connects to financial literacy, mentoring, or bringing people into the industry, that's worth a sentence, because it's the part an institutional reader will remember.]
- [Organisation] [Role, years involved, one line on what it actually involves week to week.]
- [Organisation] [Role, years involved, one line.]
People I've learned the most from.
Almost nothing in how I invest is original. It was assembled from people who were generous with their thinking — some of whom I've worked alongside, most of whom I've only read.
Worth keeping this section generous and specific. A list of people you've learned from signals intellectual humility more convincingly than any sentence claiming to have it — and naming a former colleague or mentor alongside the famous names is what makes it read as true rather than curated.
- [Name] [The specific idea you took from them — not a biography. "Taught me that position sizing is a risk decision, not a conviction decision" is worth ten lines of description.]
- [Name] [The specific idea.]
- [Name] [The specific idea.]
- [Name] [The specific idea.]
What's on the desk right now.
[Three or four books or papers, including at least one with nothing to do with markets. Dated, so it's clearly a snapshot rather than a permanent claim — and easy to refresh once or twice a year.]
Last updated [month, year].
Get in touch.
If something here was useful, or wrong, I'd like to hear about it. Email is the best route and I answer most of what arrives.