Just back from a fun speech and dinner. More details later. In the meantime, here is a copy of my prepared remarks. I will probably take these down in a couple of days (since I plan to give the same talk next year), but feedback on the substance is always welcome. (Apologies for the formatting.)

Also, for those interested, I will be speaking to the Purple Bull Investment Club at 1:00 PM Sunday in the Rogers Room at the top of Hopkins Hall. I don’t have prepared remarks but will be happy to talk about whatever the members are interested in. I will certainly try to sell them on the idea of working more closely with EphBlog to create a forum at which students and alums might discuss finance. 

[Come to this year’s talk.]

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