Tag: Market Changes

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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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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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True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

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Many believe that quality wine and philanthropy are paths that rarely cross.

ONEHOPE Wine challenges this misconception head-on, proving that every sip can indeed contribute to a greater cause. 

This week on Smart. Money. Simplified, Brent Mekosh is joined by Kristen Shroyer, Co-Founder and Chief Impact Officer at ONEHOPE Wine. Together they uncork the journey of turning a passion for wine into a powerful force for global change. 

Tune in and explore Kristen’s entrepreneurial adventure in the wine industry, the challenges and breakthroughs of scaling a business, and how each bottle of wine sold contributes to meaningful causes worldwide.

Talking points include: 

  • The origins and mission of ONEHOPE Wine
  • Overcoming industry challenges and the transition to an independent RIA space
  • The importance of aligning business with philanthropy
  • Insights into entrepreneurship and growing a purpose-driven brand
  • And more!

Connect with Kristen Shroyer:

Connect with Brent Mekosh:

About Our Guest:

Kristen Shroyer is a highly accomplished and committed executive with over 16 years of extensive experience in the wine industry. As the Co-Founder of ONEHOPE Wine, Kristen has a proven track record in building and nurturing partnerships, empowering women through wine, leading marketing initiatives, and driving sales strategies. She is passionate about combining business growth with positive social impact, with over $10 million donated to over 40,000 nonprofits to date. 

Kristen is skilled in leading diverse teams and managing national accounts. Dedicated to giving back to the community, she serves in various volunteer roles and has been recognized with numerous honors and awards for her contributions to the industry and community.

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