Wednesday, November 6, 2019

Calcbench is proud to announce our latest master class video, now on our Research Page — another conversation with investment manager Jason Voss about how to prepare your portfolio for possible recession.

We post these master class videos every few months, where we take a deep dive into a specific subject related to financial analysis. The first half is an interview who knows the subject matter better than us; the second half then walks through how Calcbench can help you explore whatever topic we discussed in the first half.

Our previous master class videos considered data analytics in financial analysis, and five common mistakes financial analysts make in their work. This time around, Voss — who has a day job as CEO of Active Investment Management Consulting — offers three suggestions on how to position your portfolio to reduce the pain of recession.

We won’t spoil the whole master class for you, but suffice to say Voss’s suggestions range from better risk analysis, to harvesting deferred tax assets and liabilities, to innovative ways to stock up your portfolio with cash. Then Pranav Ghai, our own CEO and co-founder, walks through how you can use Calcbench tools to do those three things.

The whole show lasts about 37 minutes.

If you have suggestions for future master class videos, email us at info@calcbench.com and tell us what’s on your mind. We’re eager for feedback, and hope you find the master classes useful!


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