Our guests today are Dan Rasmussen and Bob Elliott. This is the first time both Dan and Bob have shared a podcast stage and they did not disappoint.
In today’s episode, we discuss Dan and Bob’s time at Bain Capital and Bridgewater and how that experience led to founding their respective firms. We then discuss the idea of return smoothing in venture capital, whether active management has an edge in this market environment, is alpha just beta waiting to be discovered, the flaws of private market indices, and much more.
Our host today is Steve Curley, CFA. Please enjoy the episode.
BIO's:
Dan is the Founder of Verdad, which is an independent research driven global asset management firm seeking to replicate private equity exposure in public markets. Prior to Verdad, Dan spent time at Bain Capital Private Equity and Bridgewater Associates. In 2017, Dan was named to the Forbes 30 under 30 list. Dan earned an AB from Harvard College and a MBA from Stanford.
Bob is Co-Founder, CEO and CIO of Unlimited Funds, which uses machine learning to create low cost ETF’s to replicate the returns of classic hedge fund strategies. Prior to Unlimited, Bob was at Bridgewater Associates, where he served on Bridgewater’s investment committee, led Ray Dalio’s personal research team and authored hundreds of Bridgewater’s widely read Daily Observations. Bob holds a BA in History and Science from Harvard.
Follow CFA Society of Orlando on Twitter at @CFAOrlandoFL
Dr. Meir Statman – A Diversified Measure of Wealth
Sion Evans, VenCap – Exponential Outliers: The Power Law's Role in VC
Vikram Mansharamani on Developments to Watch Over the Next Five Years
Howard Marks - Investing During a Regime Change from CFA Charter #3,700
Daffy’s Adam Nash on Disrupting DAF’s (Donor Advised Funds)
Aswath Damodaran: Unmasking ESG
Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy
Peter Atwater – Diversifying by Sentiment
KC Joyner - Fantasy Football Draft Prep Using Peter Zeihan’s Geopolitical Framework
NewEdge Wealth’s Cameron Dawson on the State of the Markets
David Lau, DPL & Dr. Wade Pfau, RISA: Insurance, Annuities & The Outsourced Chief Insurance Officer
Wes Gray, Alpha Architect: Build Your Own ETF, Advanced Tax Strategies & a New T-Bill Alternative
Jan van Eck, VanEck: Back to School, A Lesson in Financial History
Rick Bookstaber & Govinda Quish, Fabric Risk - Current State of Banking & Risks of Contagion
Jeffrey Sherman, DoubleLine – 'Sherman Says' His Take on The Fed, Rates, & State of the Markets
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet
David Berns & Mike Taylor, Simplify: Finance for a Cure
Dr. Sean Snaith, UCF: Florida Economic Update & Predicting Recessions
Zach Conway, Seeds Investor: ESG, Values Based Investing & Bespoke Portfolios
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast