In his professional life Robert Kessler manages fixed income portfolios, particularly of U.S. Treasuries, for institutional clients all over the world. His job frequently takes him to China where he has found another investment for his personal portfolio. Watch the related WEALTHTRACK episode.
WebExtra
WINTERS: ACTIVE OPPORTUNITIES
How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters. Watch the related WEALTHTRACK episode.
TUCHMAN: LONG TERM NECESSITY
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
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
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 […]
ROBERTS: WASHINGTON INSIGHT
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. […]
