Tag: WebExtra

VOTAVA – AVOCATION

50 years in, healthcare consultant and best selling author Katy Votava traces the arc of her avocation.

Watch the related WEALTHTRACK episode.

ELLIS – PRODUCTIVE PANDEMIC PURSUITS

PRODUCTIVE PANDEMIC PURSUITS

How could Charles Ellis, a legendary investment consultant, author of 17 books including the investment classic, Winning the Loser’s Game, teacher and global advisor be any more productive? Listen to his pandemic pursuits! Continue Reading »

HORROCKS – PANDEMIC INVESTING IN ASIA

PANDEMIC INVESTING IN ASIA

Matthews Asia’s Chief Investment Officer Robert Horrocks notes there have been expected challenges and unexpected benefits to managing their Asian portfolios remotely. Continue Reading »

TRENNERT – PANDEMIC PORTFOLIO CHANGES

PANDEMIC PORTFOLIO CHANGES

Strategas Chief Investment Strategist Jason Trennert shares the changes he has made in his personal portfolio during the pandemic. Continue Reading »

TRENNERT – PANDEMIC OUTREACH

PANDEMIC OUTREACH

Working remotely has changed the way Strategas’ management interacts with colleagues, especially younger ones.
Continue Reading »