Bogleheads On Investing Podcast
Business:Investing
Ted Aronson of AJO Partners joins me for a candid discussion about Vanguard's plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program. We begin with a tribute to David Swenson, the late OIC of Yale Endowment and the founder of the Yale Model, commonly known in the investing world as the Endowment Model. David was outspoken about why individual investors should avoid private equity, and how difficult it is to pick active fund managers who will outperform the capital markets.
Ted joined Drexel Burnham Lambert in 1974 while still a graduate student. He was a member of the Quantitative Equities Group, which managed the Revere Fund, the first actively managed fund registered with the SEC to employ Modern Portfolio Theory. Prior to forming AJO, Ted founded Addison Capital Management. Ted was past chair of the CFA Institute and the Association for Investment Management & Research and is a CFA charterholder. He is also a trustee of Spelman College and chair of its investment committee.
This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.
Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.
This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.
Episode 029: Frazer Rice, host Rick Ferri
Episode 028: Roger Lowenstein, host Rick Ferri
Episode 027: Cliff Asness, host Rick Ferri
Episode 026: Morgan Housel, host Rick Ferri
Episode 025: Don Phillips, host Rick Ferri
Episode 024: Dr. Wade Pfau, host Rick Ferri
Episode 023: Dr. Burton Malkiel, host Rick Ferri
Episode 022: Dr. Ed Yardeni, host Rick Ferri
Episode 021: Larry Siegel, host Rick Ferri
Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri
Episode 019: Dr. Jim Dahle, host Rick Ferri
Episode 018: Paul Merriman, host Rick Ferri
Episode 017: Joe Davis, host Rick Ferri
Episode 016: Sheryl Garrett, host Rick Ferri
Episode 015: Eric Balchunas, host Rick Ferri
Episode 014: Chris Mamula, host Rick Ferri
Episode 013: Dr. Bill Bernstein, host Rick Ferri
Episode 012: Larry Swedroe, host Rick Ferri
Episode 011: Mel Lindauer, host Rick Ferri
Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri
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