David Townsend
 

FINANCIAL MARKETS STRATEGIST
David Townsend, CFA.

 

I help investment managers and wealth management professionals elevate their thought leadership by connecting their expertise with client challenges.


 
 
 
 
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HOW I CAN HELP YOU

Bringing together the best of left and right brain thinking.

 

DATA ANALYSIS

Combining quantitative and qualitative methods to deliver evidence-based insights.

STRATEGIC COMMUNICATIONS

Connecting products/services to sales and marketing campaigns.

CLIENT SERVICE

Cultivating branding into client experiences that differentiate.

 

THOUGHT LEADERSHIP

Elevating your ideas with presentations, white papers, and research that educates, inspires, and engages across multiple channels.

INVESTMENT STRATEGY

Communicating complex strategies to audiences of all knowledge levels.

FINANCIAL MODELING

Financial, risk, and economic models that express ideas and thesis clearly and with impact.

 

SELECT WORK

 
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Artificial Intelligence: The Next Step in Corporate Governance

Source: CFA INSTITUTE

AIโ€™s role in security selection and portfolio construction is well documented. Perhaps a better, albeit less sexy, use of AI is cultivating stronger corporate governance and leaders with a culture of better decisions and lifelong learning.

In a real sense, this very moment may have the slowest pace of change we will experience for the rest of our lives. Just as thereโ€™s never been this degree of change, there has never been this degree of opportunity. AI is quickly creating new approaches to business models, operations, and the deployment of people.

 
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CMO today, CEO tomorrow?

Todayโ€™s CMO is no longer just the CMO. The next generation are full-stack, earning clout, and spreading bold ideas by thinking like CEOs and Hollywood studio heads.

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The money game

As the old saying goes: If no man is so harmlessly occupied as when he is making money. Then things must be so damn good at Google their people are giving money away. How one guy created a video game so others can vote on what his stock portfolio does next.

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why do we ignore client experience?

Financial services have ignored client experience for too long. Eroding attention, trust, and assets under management got our attention.  When an elevator pitch is too long these days โ€“ leading providers are moving closer to clients by being less transactional and more collaborative.

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