Tag: Investment Strategies

FEATURE - USE THIS ONE
Why the Smartest Families Invest Differently with Eric Knauss. (Ep.109)

Why the Smartest Families Invest Differently with Eric Knauss. (Ep.109)

By |

Are traditional investment strategies enough to secure a future?

Join Brent Mekosh as he sits down with Eric Knauss, Chief Investment Officer at Proteus, a seasoned advisor with over 40 years of experience in major firms like Merrill Lynch and T. Rowe Price. They delve into the nuances of private equity, real estate, and hedge funds, emphasizing their potential to enhance and stabilize financial portfolios.

Eric discusses:

  • The benefits of private investment exposure [00:10:20]
  • Understanding the family wealth preservation [00:11:52]
  • Innovations in private market accessibility [00:21:34]
  • Proteus’ role in democratizing investments [00:30:52]
  • And more

Connect with Brent Mekosh:

Connect with Eric Knauss:

About Our Guest:

Eric Knauss is the President and Chief Investment Officer at Proteus. He oversees Proteus’ overall direction, strategy, and operations, including all aspects of investment management from sourcing and selection to due diligence and monitoring. Mr. Knauss is also the lead on managing the Proteus Model Portfolios and Pools. With more than 40 years of experience in the investment management industry, Mr. Knauss began his career at Merrill Lynch and went on to hold leadership roles at T. Rowe Price, GenSpring Family Office, Lazard Wealth Management, and Sight Capital Advisors. Over the course of his career, Mr. Knauss has managed the asset allocation, portfolio construction and portfolio management of large family office and institutional investors on a discretionary basis and has successfully led the creation of two, de novo open architecture wealth advisory practices. He has significant experience in conducting investment manager due diligence and created one of the first after-tax performance reporting systems in the industry.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

FEATURE - USE THIS ONE
Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)

Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth & Risk Control with Joe Cortese. (Ep.104)

By |

What makes some financial advisors stand out from the pack? It’s time to discover a unique approach to investment management and portfolio construction.

Join Brent Mekosh as he teams up with Joe Cortese from Fiducient Advisors to discuss mastering risk management and improving investment strategies. They share lessons learned, how to incorporate AI in financial advising, forward-thinking insights, and actionable advice.

Key discussion points include:

  • Risk management strategies and unexpected market downturns [00:01:01]
  • Fiducient’s unique approach to portfolio construction and diversification [00:06:10]
  • The role of active and passive management in today’s financial markets [00:22:16]
  • The rising importance of alternative investments and AI integration [00:28:41]
  • Key differences that separate top financial teams from the rest [00:36:42]
  • And so much more!

Connect with Brent Mekosh:

Connect with Joe Cortese: 

About Our Guest:

Joe Cortese joined Fiducient Advisors in 2008. He provides investment consulting services to other financial advisory firms as one of the leaders of Fiducient Advisors’ Financial Institutions practice. Joe also provides consulting services to family offices, high net worth individuals and nonprofit organizations. He gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management.

Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a former member of UNICEF’s NextGen Junior Board and the University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as President of the University of Chicago Booth School of Business Alumni Club of Chicago and as an elected member of River Forest School District 90 Board of Education.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

FEATURE - USE THIS ONE
Beyond Stocks and Bonds: Alternative Investing with John Hampton (Ep. 98)

Beyond Stocks and Bonds: Alternative Investing with John Hampton (Ep. 98)

By |

What makes alternative assets so valuable? Let’s find out with our latest guest!

Brent Mekosh dives into an enlightening conversation with John Hampton, Executive Director at Campbell Corp, to uncover the fascinating world of alternative asset classes. 

With 2022 and 2024 bringing unexpected market correlations and disruptions, Brent and John explore why diversifying beyond traditional stocks and bonds can offer compelling strategies for portfolio management.

Discussion points include:

  • The definition and benefits of alternative assets and strategies
  • The role of commodity trading advisors and their global approach
  • Insights into the systematic algorithms used to manage investments 
  • A look at Campbell Corp’s innovative trading and risk management techniques
  • How increased market participants impact liquidity and trading strategies 
  • The evolving role of AI and machine learning in financial markets 
  • And more!

Resources:

Connect with John Hampton:

Connect with Brent Mekosh:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

Archives

Categories