NEXT CHAPTER Transitioning from active firm and portfolio management duties to Chairman of the Board is presenting a new set of challenges and opportunities to Mark Headley. He discusses the next chapter. Watch the related WEALTHTRACK episode.
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GRANT ON BAGEHOT: LASTING INFLUENCE
BAGEHOT: LASTING INFLUENCE James Grant, the author of several books including biographies of Bernard Baruch and John Adams just finished one on Walter Bagehot, one of the most influential journalists of the Victorian era. Bagehot, editor of The Economist was himself an economist and expert on central banks. He became famous for his Bagehot’s rule which has been […]
GRANT & ZWEIG: ENLIGHTENING LITERATURE
ENLIGHTENING LITERATURE Highly respected journalists and Financial Thought Leaders, James Grant and Jason Zweig each share a recently read book which has expanded their knowledge and perspective. Watch the related WEALTHTRACK episode.
BERNSTEIN: PACTIVE MANAGEMENT
PACTIVE MANAGEMENT Merrill Lynch’s longtime top-ranked investment strategist Richard Bernstein launched his own investment advisory firm, Richard Bernstein Advisors(RBA) in 2009 to apply his “top-down” macro strategy and quantitative analytical skills to real portfolios. He decided to combine his active asset allocation approach with passive investment instruments such as ETFs in what he trademarked as […]
TESTORF: MIND CLEARING ACTIVITY
Running international portfolios is an intense, high-pressure job requiring extensive research about multiple topics. How does ClearBridge International Growth Funds’ Michael Testorf de-stress? Windsurfing. Watch the related WEALTHTRACK episode.
STANEK: WOMEN BOND MANAGER OUTPERFORMANCE
All women bond fund teams have outperformed all men managed ones by a significant margin over the past 15 years. Surprising? Five-star fund manager Mary Ellen Stanek responds. Download “Fund Managers by Gender – Through the Performance Lens” Watch the related WEALTHTRACK episode.
