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"How to invest $3,000,000+
to generate $100,000+ without Relying Solely on Bonds"
17 years My investing Journey:
from Forex to Machine Learning
Alternative to 60/40:
The 4% rule and its Problems
How I Analyze McDonald's Stock
The problem with 60/40 portfolios
Accredited investors with $2.7M net worth
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Eric Seto, CPA, CIM
Eric Seto is a CPA and Chartered Investment Manager with over a decade of experience across accounting, tax, M&A, and quantitative research.
He began his career at KPMG, working across Canada, the U.S., and Asia, advising on audit, tax, and billion-dollar M&A transactions for private equity funds.
He later led data science and machine-learning initiatives for professional teams and has taught investing, finance, and analytics to hundreds of students and professionals.
Disclaimer
This presentation and all related materials are provided for educational and informational purposes only and are not intended as investment advice, financial advice, tax advice, or legal advice.
Nothing contained in this presentation or on this website constitutes an offer to sell, or a solicitation of an offer to buy, any securities or investment products.
The concepts discussed are general in nature and are not tailored to any individual’s financial situation, objectives, or risk tolerance. Any references to markets, asset classes, income frameworks, machine-learning concepts, or investment approaches are provided solely to explain how such topics are commonly analyzed and discussed.
Any information regarding private funds or alternative investments, if presented, is made available only in separate, gated, investor-only briefings through approved offering materials and solely to individuals who meet applicable eligibility requirements.
Past performance, hypothetical examples, case studies, or illustrations are not indicative of future results. All investing involves risk, including the possible loss of principal.
Eric Seto, BranchPoint Asset Management, 5mininvesting.com, and affiliated entities do not provide individualized investment recommendations through this education session. Viewers should consult their own financial, tax, and legal advisors before making any investment or financial decisions.
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