Tag: WebExtra
KLEINSCHMIDT: SUMMER ENERGY
SUMMER ENERGY
Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch.
NORLEY & DI RE: CHARITABLE DIFFERENCE
NORLEY: CHARITABLE DIFFERENCE
Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition.
DI RE: PERSONAL ADVICE
EY’s Elda Di Re advises ultra- high net worth individuals, such as Forbes 400 executives, on their total financial planning including tax and charitable strategies. She gladly made the switch from CPA to an advisor to billionaires.
ROGERS: TECH BOYCOTT
TECH BOYCOTT
Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never used email at work and never operated a computer.
KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?
ACTIVE ADVANTAGE BONDS?
Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage. Find out more here.
Watch the related WEALTHTRACK episode.
LAZAR: NEW, SMARTER CONSUMER?
NEW, SMARTER CONSUMER?
Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer?
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