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!
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HORROCKS – 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.
TRENNERT – PANDEMIC PORTFOLIO CHANGES
Strategas Chief Investment Strategist Jason Trennert shares the changes he has made in his personal portfolio during the pandemic.
TRENNERT – PANDEMIC OUTREACH
Working remotely has changed the way Strategas’ management interacts with colleagues, especially younger ones.
CORTAZZO – PANDEMIC EXPERIENCE BENEFITS
The pandemic induced isolation has had some unexpected benefits for top-rated financial planner Mark Cortazzo.
KETTERER – PROFESSIONAL PANDEMIC CHALLENGE
PROFESSIONAL PANDEMIC CHALLENGE Causeway Capital’s Sarah Ketterer finds there is no substitute for in-person interactions with colleagues and clients. Watch the related WEALTHTRACK episode.
