Tag: Investors

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Navigating Volatile Markets: A Conversation with Vince Lorusso (Ep. 110)

Navigating Volatile Markets: A Conversation with Vince Lorusso (Ep. 110)

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What’s the future of ETFs in a transforming global economy?

Join Brent Mekosh as he welcomes Vince Lorusso, the president and CEO of Clough Capital Partners, to explore the shifting landscapes of ETFs and financial markets. Delve into Vince’s personal industry journey, the evolution of Clough Capital, and his insights on dynamic market changes. Unravel the complexities of ETF management and discover how advanced strategies like hedged equity can safeguard investments in uncertain times.

Vince discusses:

  • Navigating market cycles and their impact on investment strategies
  • The advantages of using ETFs in active management
  • Insights into the tax efficiency of ETFs and their implications for investors
  • Strategies for managing diversified, long-short portfolios
  • And more

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Connect With Vince Lorusso:

About Our Guest:

Vince Lorusso has been in the investment industry for over 25 years, including a prior tenure with Clough Capital from 2004 to 2020, when he served as a Research Analyst, Portfolio Manager & Partner. Prior to rejoining Clough Capital in 2023, Vince had been the President, CEO, and Portfolio Manager of Changebridge Capital, LLC. Changebridge was co-founded by Vince in 2020 to provide actively managed strategies to investors in the ETF structure. Those ETFs are now advised by Clough Capital, with Vince remaining as Portfolio Manager of the ETFs, a role he has served since the inception of the two strategies.

Prior to joining Clough Capital, Vince held several roles from 1998 to 2004 at Natixis Asset Management, including Investor Representative, Project Manager, and Senior Investment Consultant.

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Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45)

Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45)

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A few years ago, investors wanted to make sure their investments were in companies focused on positive environmental, social, and governmental (ESG) efforts. Today, that term has become politically charged, causing investors to shift their views.

In this episode, Brent Mekosh speaks with Matt Cole, the CEO and CIO of Strive, about ESG investing and how it shifted from one of the most important factors to a hot-button issue for investors and individuals. 

Listen in as Matt explores the difference between the public’s view of the term ESG compared to its role in investment planning and the reasons ESG investing will likely continue without any label.

Matt discusses:

  • How the shift between shareholder capitalism and stakeholder capitalism impacted investment planning for businesses
  • The importance of having values that allow investments to adapt to an increased need for profit
  • How the politicization of ESG has shifted investors away from the term while maintaining their values
  • Ways Strive continues to differentiate itself from other businesses without competition
  • And more!

Resources:

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About Our Guest:

Matt Cole is the Chief Executive Officer and Chief Investment Officer of Strive. He’s also the Portfolio Manager for Strive’s existing passive equity ETFs and will be the lead portfolio manager of the firm’s upcoming actively managed Fixed Income ETFs. 

Before joining Strive, Matt was a portfolio manager at CalPERS, where he oversaw more than $70 billion in actively managed and beta replicating fixed income portfolios. 

During his 16 years at CalPERS, the actively managed portfolios Matt directed were among the best performing in the investment industry and did not underperform their benchmark in any single year.

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A Deep Dive into Multi Family Housing and Real Estate in Arizona with Bill Hahn (Ep.19)

A Deep Dive into Multi Family Housing and Real Estate in Arizona with Bill Hahn (Ep.19)

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Phoenix, Arizona, has grown to become one of the most active deal velocity states, increasing both the number of transactions and the cost of rent. 

This is good and bad for the state.

In this episode, Brent Mekosh is joined by Bill Hahn, executive vice president of Northmarq. Bill unveils the real estate market,  dissecting the impact of rent increases and financing options on the current market.

Brent and Bill discuss:

  • Ways rent impacts housing options for local residents
  • Loan options for multifamily investors
  • The role of  insurance companies when it comes to multi-family real estate investments
  • How downtown Phoenix has changed within the last few years
  • And more!

Connect with Bill Hahn:

Connect with Brent Mekosh:

About Our Guest:

Bill Hahn is a senior vice president with Colliers International and a senior member of the Colliers HSK Multifamily Specialists team. Utilizing his extensive market knowledge of multifamily assets and their ever-changing transaction market, Bill develops strategic plans for the disposition and acquisition of properties and portfolios. His extensive knowledge base and industry expertise lead to successful and tailored real estate solutions for the team’s clients. Bill has 30 years of experience in the commercial investment real estate market, which includes managing the operations and strategic planning for a 35-agent commercial real estate office in Phoenix, Arizona. 

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