Tamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.
Tamarind Learning Podcast Guest Patricia Angus is CEO of the Angus Advisory Group, LLC and Managing Director of the Global Family Enterprise Program and Faculty Director of Enterprising Families Executive Education at Columbia Business School.
Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.
Tamarind Learning Podcast Guest Dr. James Grubman is a psychologist, author, dynamic speaker, and valued family advisor.
Tamarind Learning Podcast Guest Charlotte Beyer is Author of Unwrapped and Founder of Principle Quest Foundation.
Tamarind Learning Podcast Guest Susan Schoenfeld is CEO and Founder of Wealth Legacy Advisors LLC.
Tune in to hear about the essence of impact investing, Jenna's role as a disruptor and change agent, and her dedication to elevating humanity. Explore the intricacies of investing with purpose, dismantling inequitable systems, and the blurred lines between doing well and doing good. Learn why the belief that impact comes at the cost of returns is a misconception and dive into the challenges and opportunities in the evolving landscape of impact investing.
Tamarind Learning Podcast Guests Christina Burroughs and Will Froelich are Principles and Financial Advisors at CAPTRUST.
Tamarind Learning Podcast Guest David McCombie III is Founder and CEO of The McCombie Group.
Dr. Kirby Rosplock and Ronen Schwartzman of Ten Capital Advisors discuss rethinking the 60/40 portfolio model due to low interest rates. They explore alternatives for fixed income, including preferred stocks, private REITs, and private credit funds. They also recommend considering small cap and value stocks, as well as Asian market exposure in the equity portion. The conversation emphasizes creative solutions to generate returns in the current financial landscape.