Book Joe Novello to create an interesting and informative event for you!

Joe is an interactive and impactful speaker who connects with your audience with his informative talks about finance, investing, and the economy. What makes Joe special is that speaking is his only business. There are no sales pitches or hidden agendas that skew information in order to convince you to buy additional products or services.

He presents an enthusiastic, enjoyable and interesting way to learn about finance, investing, and the economy. His audience consistently give him stellar ratings and enjoys his ability to make the presentation fun, interesting and enjoyable.

Sample topics

How to Evaluate the Performance of a Business

  • Business Organization
  • Business Operating Cycle – Cash Flow, Inventory, Accounts Receivable
  • EBITDA – Explanation; Pros and Cons of its Use
  • Business Metrics – Evaluation of Business Health
  • Business Growth
  • Liquidity
  • Solvency
  • Profitability
  • Investor Yield
  • Capital Investment Analysis
  • Economic Leverage

Basic Concepts of Investment

  • Diversification
  • Risk vs Return
  • Types of Risk
  • Interest Rate Risk
  • Compounding
  • Investment Fraud
  • Fixed Income Risks and Mitigation Strategies
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Financial Fraud

  • Types of Fraud
  • Fraud Warning Signs
  • How to Prevent Fraud
  • Employee Embezzlement
  • Financial Statement Manipulation
  • Investment Fraud
  • Cyber Fraud
  • Group Fun Exercise
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