May 31, 2017
In Episode #309, Elizabeth Ostrander, CFA, discusses some of the common approaches to managing such concentrated positions, including a recent "stock protection fund" innovation that involves investors pooling a cash buffer to diminish or negate losses over time.
Whether the result of equity-based compensation from...
May 16, 2017
In Episode #308, Daniel S. Meader, CFA, founder and a managing partner of Trinity Private Equity Group, discusses his firm’s investment philosophy.
May 3, 2017
In Episode #301, Joel Bruckenstein, an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3), discusses cyber-security, improving the client experience, the rise robo-advisers, what’s in store for financial technology in the near future, and more.