The Fairholme Fund’s Great Investor Bruce Berkowitz is known for his investment acumen, but he is also making waves in other areas with his charitable arm, the Fairholme Foundation. We asked him about its latest project, building an art museum on his home turf of Miami. Watch the related WEALTHTRACK episode.
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MAGNUSEN: INVESTMENT ALTERNATIVES
Lara Magnusen is so committed to alternative investments that she became a Chartered Alternative Investment Analyst, or CAIA and has been Director of Research and now Director of Investment Products at alternative investment specialist, Altegris Advisors. She explains why she decided to focus on alternatives in the first place. Watch the related WEALTHTRACK episode.
JENKINS: DEVELOPING INCOME FUNDS
Robert Jenkins, Head of Global Research at Lipper doesn’t just track existing mutual funds he is also on the lookout for ones that are being developed. He says there are some interesting income-oriented products in Japan that could be heading our way. Watch the related WEALTHTRACK episode.
DARST: POSITIVE IMPACT
David Darst, now Senior Advisor at Morgan Stanley and Independent Financial Consultant has never confined himself to one intellectual or professional pursuit. A true renaissance man, annual attendee of Burning Man, triathlon competitor and prolific author, his recent book Voyager 3: Fifty Four Phases of Feeling, named after two Voyager space probes shares a series of […]
KAPLAN: BOND ATTITUDE
Jay Kaplan, Portfolio Manager of several funds at small cap pioneer, the Royce Funds has been managing stock portfolios for nearly three decades. He started his career in bonds. He explains why that early training has made a big difference in managing small company stock funds. Watch the related WEALTHTRACK episode.
GARDNER: CONSCIOUS CAPITALISM
Tom Gardner, Co-Founder and CEO of The Motley Fool, believes that conscious capitalism is picking up momentum. We asked him to explain why. Watch the related WEALTHTRACK episode.
