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内容由Robin Powell and The Evidence-Based Investor提供。所有播客内容(包括剧集、图形和播客描述)均由 Robin Powell and The Evidence-Based Investor 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep 5: Two blokes from Birmingham

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Manage episode 355438797 series 1635014
内容由Robin Powell and The Evidence-Based Investor提供。所有播客内容(包括剧集、图形和播客描述)均由 Robin Powell and The Evidence-Based Investor 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Over the years I’ve found that some of the stanchest and most effective advocates of evidence-based investing are those who’ve actually worked in the active fund management industry and seen its shortcomings at first hand.

Lars Kroijer is one example, and another is Preston McSwain. Preston hails from Birmingham, Alabama, and worked for more than 20 years selling and marketing complex investment products for a range of firms including Lehman Brothers.

But Lehman’s collapse and the ensuing global market meltdown prompted a complete rethink about investing and how best to serve consumers. He now runs Fiduciary Wealth Partners in Boston, managing the wealth of high-net worth individuals, and primarily using Vanguard index funds.

The latest episode of the TEBI Podcast tells his remarkable story.

  continue reading

58集单集

Artwork
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Manage episode 355438797 series 1635014
内容由Robin Powell and The Evidence-Based Investor提供。所有播客内容(包括剧集、图形和播客描述)均由 Robin Powell and The Evidence-Based Investor 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Over the years I’ve found that some of the stanchest and most effective advocates of evidence-based investing are those who’ve actually worked in the active fund management industry and seen its shortcomings at first hand.

Lars Kroijer is one example, and another is Preston McSwain. Preston hails from Birmingham, Alabama, and worked for more than 20 years selling and marketing complex investment products for a range of firms including Lehman Brothers.

But Lehman’s collapse and the ensuing global market meltdown prompted a complete rethink about investing and how best to serve consumers. He now runs Fiduciary Wealth Partners in Boston, managing the wealth of high-net worth individuals, and primarily using Vanguard index funds.

The latest episode of the TEBI Podcast tells his remarkable story.

  continue reading

58集单集

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