Summer Reading List

Kurt Brouwer July 30th, 2007

I just got two new investment/personal finance books.

WEALTH by Stuart E. Lucas (Wharton School Publishing 2007)

Mr. Lucas is the chair of the Wealth Strategist Network. Previously, he was an executive in several large financial institutions. From the description on the cover, I understand that Mr. Lucas writes from two viewpoints:

1. As an heir to the Carnation fortune

2. As a senior executive in investment management firms.

UNCONVENTIONAL SUCCESS by David F. Swensen (Free Press 2007)

Mr. Swensen is the chief investment officer of the Yale Endowment Fund. He is also the author of a fine book which I read and enjoyed–Pioneering Portfolio Management.

I’ll report back on both books if I like them and think they are worth reading.

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