GLOBAL PERSPECTIVE Legendary financial thought leader Charles Ellis has traveled all over the world in his role as investment consultant to firms, governments and institutions in his fifty plus year career. It’s an experience that has significantly influenced his professional and personal perspective. Watch the related WEALTHTRACK episode.
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CUCCHIARO: DAD’S INFLUENCE & ELECTION IMPACT
DAD’S INFLUENCE 3EDGE Asset Management’s Founder, President and Chief Investment Officer, Stephen Cucchiaro is a professional investor but it was his amateur investor Dad who first made him aware of WealthTrack. ELECTION IMPACT? Plus, as we count down to the presidential election we are asking each of our guests for their views on the election […]
HALLETT: HOMING INSTINCT
HOMING INSTINCT Harding Loevner’s Chief Investment Officer, Simon Hallett has lived in the U.S. for more than a quarter of a century but in recent years he has found himself drawn back to the country of his birth and specifically to the county where he grew up, Devon County, England. Watch the related WEALTHTRACK episode.
CLEMENTS & JAKAB: WEB EXTRA
CLEMENTS: FRUGAL TRADITION Award winning personal finance journalist Jonathan Clements has spent nearly 30 years advising readers about the virtues of saving and frugality. Author of six personal finance books, his latest, How to Think About Money encapsulates this personal and professional philosophy. It’s a guiding principal that began with a Clements’ family story. JAKAB: CAREER SWITCH Spencer […]
SARGEN: CAREER MISSION & WILBY: UNPLUGGED INVESTOR
SARGEN: CAREER MISSION After 40 years as a global economist and strategist Nick Sargen relinquished his Chief Investment Officer role at Fort Washington Investment Advisors to become Chief Economist and Investment Strategist, as well as complete his soon to be published book, Global Shocks: An Investment Guide for Turbulent Markets. He talks about the decision […]
AVOIDING BURNOUT & POPULAR THEME PORTFOLIOS
BRUGERE-TRELAT: AVOIDING BURNOUT Phillipe Brugere-Trelat has managed top performing European and international portfolios through several decades of booms, busts, financial crises, and most recently Brexit. How has he avoided burnout? TRENNERT: POPULAR THEME PORTFOLIOS Jason Trennert and his partners founded Strategas Research Partners ten years ago as an independent macroeconomic, investment strategy and policy firm […]