AKRE: INDEPENDENT THINKING Less than a decade ago, Great Investor Chuck Akre moved his offices from the Washington DC area to rural Virginia. The change in location has had the desired effect. NEFF: MIND BROADENING Akre Focus Fund’s co-portfolio manager John Neff is learning to recognize greatness outside of the investment field. Watch the related […]
PETRIE: SAUDI SHOCKER
SAUDI SHOCKER When Crown Prince Mohamed Bin Salman, widely known as MBS, rose to power in Saudi Arabia in 2017 he was heralded as a corruption fighter and modernizer who would shepherd the conservative Saudi kingdom into the 21st century with reforms including allowing women to drive. His reputation has been sullied since with the […]
HSIAO: CHINESE INNOVATION CONNECTION
HSIAO: CHINESE INNOVATION CONNECTION Where did Tiffany Hsiao find the inspiration to seek out entrepreneurial companies in China? It began early on with her dad. Watch the related WEALTHTRACK episode.
APPIO: CRISIS WARNINGS
APPIO: CRISIS WARNINGS How do you predict a financial crisis? Idanna Appio has been studying financial crises since her undergraduate days at Wharton, wrote her Ph.D. in economics on the topic and spent over 15 years at the Federal Reserve Bank of New York working on global economic analysis. Watch the related WEALTHTRACK episode.
VITRANO: NEXT GENERATION MENTORING
NEXT GENERATION MENTORING ClearBridge Investments’ Margaret Vitrano is a top-performing portfolio manager in an industry still dominated by men. She and her Large Cap Growth team have a program to change that. Watch the related WEALTHTRACK episode.
ROYCE: ORGANIZING PRINCIPLE
ORGANIZING PRINCIPLE Royce Funds’ founder Chuck Royce is not only a legendary investor, managing multiple mutual funds, he is also personally responsible for the restoration and preservation of historically significant houses, hotels, and even towns, as well as being actively involved in museums, universities and numerous other charitable organizations over the years. Watch the related […]