BRUGERE-TRELAT: AVOIDING BURNOUT Phillipe Brugere-Trelat has managed top performing European and international portfolios through several decades of booms, busts, financial crises, and most recently Brexit. How has he avoided burnout? TRENNERT: POPULAR THEME PORTFOLIOS Jason Trennert and his partners founded Strategas Research Partners ten years ago as an independent macroeconomic, investment strategy and policy firm […]
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BRYANT QUINN: UNINTENTIONAL CAREER
UNINTENTIONAL CAREER Jane Bryant Quinn became a household name as a consumer reporter and personal finance journalist both in print and on television. Her career path was anything but intentional. Watch the related WEALTHTRACK episode.
ROYCE: MANAGING MONEY FOCUS
MANAGING MONEY FOCUS Half a century ago Chuck Royce identified small company stocks as a distinct asset class full of attractive investment opportunities. Starting with his flagship Royce Pennsylvania Mutual fund in 1972 he built a pioneering, small-cap oriented investment management firm, Royce & Associates which now has 18 micro, small and mid-cap focused mutual […]
TRAHAN: SURPRISE RISK
Cornerstone Macro’s Francois Trahan, Wall Street’s #1 ranked portfolio strategist for the last 4 years running says there is a risk he is tracking that could take the markets by surprise this year. While everyone is focusing on deflation, he is watching inflation. Watch the related WEALTHTRACK episode.
PETRIE: ELECTRIC GAME CHANGER?
ELECTRIC GAME CHANGER? Energy Thought Leader Tom Petrie is known for looking at the big picture, including technology innovations and environmental considerations, to figure out the future of the oil and gas industry. What impact will the electric car have on the fossil fuel industry? His answer might surprise you. Watch the related WEALTHTRACK episode.
FISHER: LEADERSHIP LESSONS
LEADERSHIP LESSONS Gerstein Fisher’s Gregg Fisher has spent most of his professional career as a portfolio manager, but as founder and head of a successful and growing independent investment advisory firm he has also had to acquire management skills. He joined the Young Presidents’ Organization, a global network of chief executives and business leaders who […]