Tag: WebExtra

BRUCE BERKOWITZ: MUSEUM INVESTMENT

September 26, 2014

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.

MAGNUSEN: INVESTMENT ALTERNATIVES

September 19, 2014

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

September 19, 2014

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

September 12, 2014

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 personal experiences through poetry, prose and photography. I asked Darst to describe his next frontier.

Watch the related WEALTHTRACK episode.

KAPLAN: BOND ATTITUDE

September 12, 2014

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.

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