Insights by Shayna Berman On Tuesday, November 19, I attended a Montgomery College (MC) to…
by Marcos Solloso
Thanks to Cristin Caine of Charity Connect, which helps individuals interested in volunteering, a connection I made at a Chamber of Commerce Ball, sponsored by the Student Business Association at MC, I was able to put my networking skills to the test. The result was a visit on March 8, 2018, from Managing Director Marvin McIntyre from Morgan Stanley to speak to MC students about his 13 elements of success and the importance of managing your assets wisely.
Marvin McIntyre was a down to earth man with more than 50 years of experiences in financing and private wealth management. He listed his 13 points in ABC order all the way up to M. Here they are with a brief description on what I learned from each one:
- Attitude- one factor we can control that changes the results or outcomes of any task
- Belief- whether it be to yourself, others or whatever task you partake in a strong belief will take one far.
- Chalk- is to be within the boundary of you are doing and sticking the course
- Determination- not giving up in your endeavors
- Enthusiasm- be excited in what you are doing this will motivate those around you to do better themselves
- Focus- not losing concentration of the task at hand and to finish
- Gratitude- many of the things or opportunities that each individual has is unique, and one should recognize and appreciate what they have and more every day.
- Humility- to be humble and having the right point of view in life
- Integrity-this one is a must; every person should have integrity in the work that they do!
- Joy-if you choose any emotion, always choose joy as it translates to all areas of life
- Kindness- it is important to be kind to yourself others and strangers in life you never know when you’ll need kindness in your life.
- Listen-it is important to really listen to What people have to say, not just think of the response while one talks.
- Mentor-this one is important because no one can be successful without having mentors in life-to help guide and motivate someone with less experience.
McIntyre ended his presentation with questions from the students. He talked about how we should all be saving at least 10% of our income and investing it for the long term in a diverse portfolio. He recommended investing with private equity vs hedge fund. This created a discussion between multiple students and McIntyre.
I learned the important characteristics to implement into my lifestyle and tips from an experience investor like budgeting my money efficiently, investing in diverse portfolio, looking into his books and taking advantage of time in the long run. I am glad that with the help of Charity Connect was able to have an important figure come in to interact with MC students sharing his wisdom.