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TUCHMAN: LONG TERM NECESSITY

June 19, 2015

What motivated former software entrepreneur, Mitch Tuchman to get into the investment business and develop an index-based, rebalancing model for retirement accounts? It turns out he had a very personal reason.

Watch the related WEALTHTRACK episode.

RUSSO: BRAND POWER

May 22, 2015

Global value investor Tom Russo learned about the financial power of an international brand at an early age, and in an unlikely place, middle America.

Watch the related WEALTHTRACK episode.

ASNESS: ADVANCING RESEARCH

May 8, 2015

One third of AQR Capital Management’s professional staff, including Cliff Asness hold PhD’s, but even they are constantly challenged by the financial markets. AQR and the London Business School recently announced the creation of the AQR Institute of Asset Management, a ten year partnership aimed at advancing research and best practices in the global asset management community. Cliff Asness explains the thinking behind the project.

Watch the related WEALTHTRACK episode.

ROBERTS: WASHINGTON INSIGHT

May 1, 2015

PhD economist Dan Roberts, Portfolio Manager of the award winning MainStay Unconstrained Bond Fund, didn’t start out on Wall Street.  Early in his career he served at the U.S. Securities and Exchange Commission, at The White House with the President’s Council of Economic Advisors, and was Executive Director of the U.S. Congress Joint Economic Committee. We asked him how his government service influenced his investment career.

Watch the related WEALTHTRACK episode.

VOTAVA: HEALTHY CAREER

April 24, 2015

Talk about identifying a need and filling it! Katy Votava is a registered nurse with a PhD in health economics and nursing. How do you turn that combination of credentials into a business? She explains how she created her healthcare consulting firm, GoodCare.com.

Watch the related WEALTHTRACK episode.

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