Member Spotlights
Get to know your IWI certified advisor peers. Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Calvin Richardson CIMA®
What do you like about being a member of the Institute?
As a member of the Investments and Wealth Institute, you can leverage outstanding networking opportunities, connecting with peers in the finance and wealth management sector. The institute's dedication to academic excellence offers access to cutting-edge resources, fostering continuous learning and development. Moreover, being affiliated with such a prestigious organization enhances industry recognition, highlighting your commitment to professional growth and ethical standards.
What is the best financial advice you have received or given?
Start investing early and take advantage of market dislocations. Starting early allows you to harness the power of compounding and give your investments more time to grow. Additionally, oftentimes market draw-downs represent the best buying opportunities due to investor psychology and the market’s inevitable tendency to over-react and over-correct.
What is a challenge in the industry right now?
Navigating the complexities of unlisted and illiquid assets in a world where investors and regulators increasingly demand liquidity and transparency. The collision of these two worlds underscores the growing importance of client education which enables investors to make informed decisions about the suitability of potential investments..
What are your favorite podcast(s) you are listening to?
I’ll often gravitate towards current affairs or market related podcasts. I’m a market animal, so a staple is the NAB Morning Call. Otherwise, Capital Allocators, The Rules of Investing, Macro Trading Floor and Macro Sunday all feature regularly.
Are you an early riser or a night owl?
Early Riser
Is there a specific way your designation has enhanced your career?
The CIMA designation can bolster your career through enhancing your portfolio and risk management skillset. Furthermore, given the designation is globally recognized, this helps build your credibility within the funds management community.
What is your favorite book or what are you currently reading?
The Most Important Thing: Uncommon Sense for the Thoughtful Investor
What are you most grateful for in your life?
I’m most grateful for my support network of friends and family, as well as the gift of good health!
Past Spotlights
