Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative

Bonus Episode: Ehren Stanhope – Microcaps, Factor Spreads, Structural Biases, and the Institutional Imperative Author: Ehren Stanhope. Ehren is a Principal at O'Shaughnessy Asset Management. He examines investment themes that are informed by deep historical research and are timely given the current market environment. Run-Time: 19:45 What is this Episode? We recently published The Best Investment Writing, Volume 2. The first book...

Episode #117: Steve Lockshin, “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients”

Episode #117: “We Think the Estate and Tax Planning Levers are the Most Important Levers to Push on for Clients” Guest: Steve Lockshin. Steve is a Founder and Principal of AdvicePeriod and former Chairman of Convergent Wealth Advisors, a company he founded in 1994.  Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the...

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax

Bonus Episode: Todd Tresidder – The Great Financial Forecasting Hoax Author: Todd Tresidder. Todd is a financial expert, having created Financial Mentor which gives you a step-by-step blueprint for building wealth that actually works. More than 55,000 people have already used this blueprint to jumpstart their financial freedom. To learn more, visit Financial Mentor. Run-Time: 20:00 What is this Episode? We recently...

Episode #116: Sarah Ketterer, “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind”

Episode #116: “Without a Quant Risk Model, I’d Argue an Investment Manager Is Completely Blind” Guest: Sarah Ketterer. Sarah is the Chief Executive Officer at Causeway Capital, Portfolio Manager for the firm's Fundamental and Absolute Returns strategies, and is responsible for investment research across all sectors. She is a member of the Operating and Strategic Planning Committees. Sarah co-founded the...

“Nobody Ever Got Fired for Buying Vanguard…” Well, Maybe They Should Be?

"Nobody ever got fired for buying IBM". The etymology of this phrase comes from the early days of the computing era, when the technology was beginning to change the corporate landscape. It reflected one of the career risks of that day…and by extension, a way to avoid it. If a purchasing manager bought a computer from a well-known, large, “safe” brand...

Episode #115: Steve Glickman, Opportunity Zones: “Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever”

Episode #115: Opportunity Zones: “Ultimately, If You Hold for…10 Years or More…You Don’t Pay Any New Capital Gains – Ever” Guest: Steve Glickman. Steve is the co-founder and CEO of Economic Innovation Group. He’s responsible for the strategic and operational leadership of EIG. He previously served as a senior economic advisor at the White House under President Barack Obama, special...

Episode #114: David Gladstone, “Farmland Is One of the Most Stable Assets One Can Own”

Episode #114: “Farmland Is One of the Most Stable Assets One Can Own” Guest: David Gladstone. David is the Founder and CEO of Gladstone Capital. Prior to founding the Company, he served as either Chairman or Vice Chairman of the board of directors of American Capital, Ltd. (NASDAQ: ACAS), a publicly-traded leveraged buyout fund and mezzanine debt finance company. Additionally,...