From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth & Dynamic Index Investing®

Smart Money Circle

MP3•Pagina principale dell'episodio

57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

circa un anno fa 38:25

From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth and Dynamic Index Investing®

www.ElmWealth.com

Ticker: $ELM

Bio

Bio Victor Haghani graduated from the London School of Economics in 1984. He worked for Salomon Brothers in New York in research and on the bond arbitrage desk from 1984-1993. In 1993, Victor was a co-founding partner and co-headed the London office of the hedge fund Long-Term Capital Management.

He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth through Dynamic Index Investing®, an investment approach pioneered at Elm.

Victor discussed the potential benefits of combining the best features of passive and active investing in a TEDx talk he gave on investing, Where Are All the Billionaires and Why Should We Care?. Victor has been a prolific contributor to the academic and practitioner finance literature, writing many articles published in peer-reviewed academic journals, anthologies, and mainstream news media.

Victor has helped run several widely referenced investor psychology experiments, often based on subjects betting real money on uncertain, positive edge opportunities (Coin Flip game and Crystal Ball challenge). He is a co-author of The Missing Billionaires: A Guide to Better Financial Decisions (Wiley, 2023), which was named to The Economist’s Best Books of 2023 list.

242 episodi

From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth & Dynamic Index Investing®

Smart Money Circle

published circa un anno fa

MP3•Pagina principale dell'episodio

From LTCM Collapse to $2B Success: Victor Haghani’s Path with Elm Wealth and Dynamic Index Investing®

Website:

www.ElmWealth.com

Ticker: $ELM

Bio

He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth through Dynamic Index Investing®, an investment approach pioneered at Elm.

242 episodi

Tutti gli episodi

Smart Money Circle

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28:28

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17:48

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This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... 34:03

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This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies... Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUM Website: https://www.ballastrock.com/ Bio: Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By building an exceptional team and leveraging their collective experience in risk mitigation, operational excellence, regulatory compliance and with a relentless focus on our investors, Tom and the team have grown Ballast Rock into a diversified financial services company. Ballast Rock currently comprises: • Ballast Rock Asset Management: both real estate and venture capital asset management, empowering individual investors with democratized access to private investments; • Ballast Rock Capital: a FINRA regulated broker/dealer; • Ballast Rock Private Wealth: an SEC registered investment advisor providing bespoke wealth management advice; and • The Ballast Rock Foundation: a charitable foundation focused on alleviating housing insecurity in our community. Prior to founding Ballast Rock, Tom spent fourteen years working in finance. Most recently, he concluded nine years at Goldman Sachs & Co. as a trading desk head on the New York Fixed Income, Currencies and Commodities trading floor. His international career at both Goldman Sachs and HSBC, led him to live and work in New York, London, Dubai, and Sao Paulo. He has headed multiple desks primarily focused on structured finance, complex derivative transaction execution, and institutional investor marketing. BR Website Disclaimer: The information contained on the Ballastrock.com web site has been prepared by Ballast Rock Capital LLC MEMBER: FINRA / SIPC (“Ballast Rock”), which is located at 460 King Street Suite 200, Charleston, SC 29403. 800-204-2513. Information is presented without reference to any particular user’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Any private placement securities transactions or related activities offered by a registered representative are conducted in their capacities as registered representatives of Ballast Rock. Please see our Form CRS.…

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