Now, for the first time, the Legends that literally invented this industry recollect its beginnings, its evolution, and the state of the industry today.
Michael Dieschbourg talks about how he got into the Investment Management Business and how risk should be measured differently now than it was years ago.
The Best of Legends, Volume 4 features an interview with Ron Surz of PPCA. Tune in as Ron describes leading edge tools that will set you apart from your competition because "the ignorance and indolence of the many presents an opportunity for the few.
The "BEST OF LEGENDS" Volume Three consists of a featured interview with Don Robinson,CEO, Palladiem Partners. Tune in as Don discusses with John his new firm Palladiem Partners. Other guests include Frank Campanale, Kathleen Hegenbart and Dave Loeper.
The BEST OF LEGENDS Vol. 2 features an interview with Bob Olstein, Olstein Funds. Tune in as Bob as he discusses the importance of looking behind the numbers of financial statements to assess the quality of earnings that a company reports. Other guests on Volume 2 include Dan Bott , Ron Surz and Michael Herr.
The BEST OF LEGENDS Vol. 1 consists of a featured interview with Dave Loeper, CEO of Wealthcare Capital Management. Tune in as Dave discusses the state of investment management consulting today. Other guests include Steve Barger, Frank Campanale, Kathleen Hegenbart discusses; and Len Reinhart.
Bill McVay is the founder of RDK Strategies which provides investment advice and business consulting services to financial institutions, endowments, foundations, corporations and pension funds.
Robert Olstein is the Chairman, CEO and CIO of the Olstein Funds. He has long been recognized as one of the financial community's most astute and original research analysts and money managers, and is a leading expert on looking behind the numbers of financial statements to assess the quality of earnings that a company reports.
Michael Herr is a highly experienced and creative Senior Executive in the Financial Services and Technology industries with exceptional combination of analytical, interpersonal and business development sales skills in both the buy and sell side disciplines, possessing an intimate knowledge of the Northwest's middle market business community.
Live at the IMI contains interviews with over 18 Legends including Russ Mason, Ivory Day, Shale Lapping and more. The conference was held in Las Vegas on March 4-5. John Lohr asks "If you could reinvent the Investment Industry today, what would it look like?" Listen to the top experts in this field share their insights.
A Certified Investment Management Consultant professional (CIMC), Kathleen is past president of the Association of Professional Invest.Consultants (APIC). On Wall Street Magazine featured Kathleen on its cover story, The Wirehouse Way, in August 2010.
Don Robinson draws upon more than 30 yrs of experience in the investment advisory / management business. Mr. Robinson has published several articles on global indexing and risk management. He is a member of the Chicago Quantitative Alliance.
John Lohr interviews Ron Surz, president of PPCA Inc. and its division, Target Date Solutions. PPCA is an RIA providing manager due diligence software, and enhanced UMA structures. Ron holds a CIMA (Certified Investment Management Analyst) designation.
John Lohr will interviews Dan Bott, First VP-Investments, Institutional Consultant at The Bott Group of Merrill Lynch. He created the first advisory board of the Certified Investment Management Consultant (CIMC) education and designation program.
John Lohr will interview Steve Barger, Founder of the Barger Group. An industry visionary and innovator, Barger Group is a pioneer of the modern financial services industry.
John Lohr interviews Frank Campanale, Chairman & CEO First Allied Wealth Management, a leading provider of wealth mgmt services, investment mgmt, securities brokerage, institutional pension, endowment and foundation consulting services.
John Lohr interviews Dave Loeper, a Certified Investment Management Analyst, a Certified Investment Management Consultant and the CEO of Financeware, Inc., which does business as Wealthcare Capital Management. An SEC RIA with over 25 yrs. experience.
John Lohr interviews Len Reinhart, a pioneer of the separately managed accounts industry. Len has served as Chairman-Board of Governors-Money Management Institute; Advisory Board of Directors-Institute of Investment Management Consultants.