ELECTRIC GAME CHANGER? Energy Thought Leader Tom Petrie is known for looking at the big picture, including technology innovations and environmental considerations, to figure out the future of the oil and gas industry. What impact will the electric car have on the fossil fuel industry? His answer might surprise you. Watch the related WEALTHTRACK episode.
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FISHER: LEADERSHIP LESSONS
LEADERSHIP LESSONS Gerstein Fisher’s Gregg Fisher has spent most of his professional career as a portfolio manager, but as founder and head of a successful and growing independent investment advisory firm he has also had to acquire management skills. He joined the Young Presidents’ Organization, a global network of chief executives and business leaders who […]
DAVIS: GENERATIONAL DIFFERENCE
GENERATIONAL DIFFERENCE Some things change. Some stay the same. Third generation investor Chris Davis is carrying on the family tradition in the Davis Funds with a difference. Watch the related WEALTHTRACK episode.
MURRAY: ADVISORS’ ADVISOR
ADVISORS’ ADVISOR Nick Murray spent 25 years as a stockbroker and sales executive at several major Wall Street firms before finding his calling, advising financial advisors. It wasn’t a deliberately planned career switch. Watch the related WEALTHTRACK episode.
GARDNER: OPTIMISTIC OUTLOOK
OPTIMISTIC OUTLOOK The Motley Fool Co-founder David Gardner has a spectacular track record. The stock portfolio he has put together since 2002 in his Stock Advisor newsletter has crushed the market with 18% annualized returns versus the S&P 500’s 6.3% gains. Gardner says one of the keys to his success is sticking with his carefully chosen winners […]
MINERD: INVESTMENT CONVERSATIONS
INVESTMENT CONVERSATIONS How do you convince clients to think long-term in a short-term oriented investment world? Scott Minerd, Chief of Investments and co-portfolio manager of several 5-star rated funds at leading fixed income manager, Guggenheim Partners says it’s easier with institutional investors than it is with individuals. Watch the related WEALTHTRACK episode.
