The Best Investing Advice for College Grads
Getting a head start on investing and financial planning can be intimidating for new college graduates, but doing so will pay dividends for their financial health down the road.
Tag: Investment Management
On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness
Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict of interest is required (in a manner designed to ensure client understanding), followed by "informed consent." This begs the question … would the client of a fiduciary investment adviser ever provide consent to a proposed action which would be harmful to the client? This gets to the heart of the fiduciary relationship.
Investors First Podcast: Herb Greenberg – Red Flags
In today’s episode with Herb Greenberg, we cover a wide range of topics, starting with Herb’s successful career as a journalist, how he developed a niche in covering red flags on individual companies, how to use his intel to help mitigate risk, and what his top red flags are today, along with much more.
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets
Today’s guest is Marko Papic. Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC.
The Investors First Podcast: Jeremy Schwartz, CFA on Currency Hedging, Legacy of Professor Siegel & Innovation of ETFs
Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. In this episode, we start by covering Jeremy’s charter holder story. We discuss how he first met Professor Jeremy Siegel while at U Penn and the amazing partnership they have had over the last couple of decades. We also dive into currency hedging in equity markets, the calculus behind launching a new ETF, his podcast and more.
The Investors First Podcast: Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
In this episode, we have the pleasure of hosting Michael Mauboussin. Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing.
The Investors First Podcast: Ali Hamed – Contrarian Early-Stage Investing
In this episode, we host Ali Hamed, a co-founder and partner at CoVenture and a prominent figure in venture capital and alternative investments. With a background in finance and technology, Ali brings strategic insights to early-stage investing. Hamed's track record of success and commitment to fostering entrepreneurship make him a key player in shaping the startup ecosystem.
Vikram Mansharamani on Developments to Watch Over the Next Five Years
Our returning guest today is Vikram Mansharamani, a global trend-watcher who shows people how to anticipate the future, manage risk and spot opportunities. In today’s episode, Vikram updates us on what’s been a busy three years since he first came on the… Hosted by FirsTrust's Chris Cannon and…….