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AUGENBLICK: PASSIONATE COLLECTOR & LUCAS: OUTSIDE OF INVESTMENTS

February 9, 2018

AUGENBLICK: PASSIONATE COLLECTOR

Andrew Augenblick worked at McKinsey and was President and co-owner of Related Companies, a major real estate development firm before turning his passion for collecting art into a profession. He explains where he got the collecting bug.

LUCAS: OUTSIDE OF INVESTMENTS

Where does Stuart Lucas find his poetry in life? Mountain slopes and classrooms provide the backdrop.

Watch the related WEALTHTRACK episode.

WEB EXTRA: ATTEBERRY & DIMELLA

February 2, 2018

ATTEBERRY: RELAXING DIVERSION

How does award-winning bond manager Tom Atteberry relax? He’s taken up a sport he abandoned long ago.

DIMELLA: ACTIVE MUNICIPAL ETFS

Top performing municipal bond fund manager, Robert DiMella recently expanded his portfolio duties to exchange-traded funds with the launch of two actively managed muni bond ETFs. IQ MacKay Shields Municipal Intermediate ETF focuses on investment grade municipal bonds to get current income exempt from federal taxes.  IQ MacKay Shields Municipal Insured ETF primarily invests in investment-grade munis covered by an insurance policy guaranteeing the payment of principal and interest.

Watch the related WEALTHTRACK episode.

GRANTHAM: CLIMATE CHANGE PORTFOLIOS

January 26, 2018

CLIMATE CHANGE PORTFOLIOS

Legendary value investor Jeremy Grantham is devoting much of his time and wealth to combating climate change through his Grantham Foundation for the Protection of the Environment. But he also views climate change as an investment opportunity. Grantham’s firm GMO has created climate change portfolios for institutional investors including two his foundation is invested in, GMO Resources IV (GOVIX) and GMO Climate Change III (GCCHX) which own companies involved in different aspects of the climate change sector. What happens though if Grantham’s prediction of a final stage bull market melt-up and subsequent severe market decline come to pass?

Watch the related WEALTHTRACK episode.

MILLER: THE FUTURE OF MONEY

January 19, 2018

THE FUTURE OF MONEY

What is the future of money? Legendary value investor Bill Miller, an early investor in Bitcoin in his hedge fund MVP 1 has given himself an assignment to find out.

Watch the related WEALTHTRACK episode.

MCLENNAN: AVID READER

January 12, 2018

AVID READER

One trait successful investors share in common is an avid reading habit.  Matt McLennan’s tastes range far and wide. He shares some of his most recent favorites, two economic-related books and one for sheer pleasure.

Watch the related WEALTHTRACK episode.

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