Five Simple Rules of Smart Investing | Seattle

About this event

Featured Expert: Ajay Mehta, the US Lead for Wealthsimple, will detail some of the background and research that they have learned in building personal investment portfolios for tens of thousands of clients. Wealthsimple now manages over $750 million in assets. Previously to Wealthsimple, Ajay co-founded a company in Y Combinator and was an early employee at Tilt (acquired by Airbnb). Ajay is a northwest native, having grown up in Bellevue.

Overview: Wealthsimple will do a short presentation on "The Five Simple Rules of Smart Investing," and answer any personal investing questions you might have. You’ll see the data and charts behind the Nobel Prize-winning approach to investing that the smartest investors follow. Come ready with any questions!

What You’ll Take Away: Whether you're a first-time investor or a savvy one, this is a great opportunity to review some fundamental research and guidelines that will go a long way to building healthy financial habits.

Heard of terms like “index funds,” “passive investing,” or “Modern Portfolio Theory?” Or maybe not. We will synthesize the Nobel Prize-winning research that the smartest investors follow into a few bullet points you can understand and take away.

Also, food and drinks will be provided.

Why It Matters: Investing can be complicated, and we want to help arm you with the tools you need to be a smarter investor. We’ll explain the terms, the philosophy, and the research — so you walk away a smarter investor and set up for long term success.