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Podcast 002 -- Rusty Vanneman

06.23.2019 | Ben Phillips, CFA

Rusty Vanneman EventShares 10 Minutes 10 Answers - 3

 

10 Minutes / 10 Answers

A new podcast from EventShares, #10mins10answers is a time efficient exploration into investing, economics and wealth management. In 10 minutes, you’ll walk away with 10 answers from leading experts. Keep up to date by visiting EventShares.com/podcast

 

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EP 002 - Rusty Vanneman

Today I’m joined by Rusty Vanneman, who heads up CLS’s Portfolio Management Team overseeing all investment operations at CLS – investment philosophy, process, positioning, and performance. Rusty regularly shares market and investment commentary with the broader public and he is part of the management team for several of CLS’s proprietary mutual funds. In 2018, Rusty took on the role of President of CLS, in addition to his position as CIO. He joined CLS in 2012 as Chief Investment Officer. Previously, he was CIO of Kobren Insight Management (KIM) in the Boston area which was owned by E*Trade, where he held a joint position of Senior Market Strategist. Prior to working at KIM, he was a Senior Analyst at Fidelity in Boston and was also a Managing Analyst at Thomson Financial. He’s a Babson Grad, CFA Charterholder and a CMT. In addition, Rusty authored the book “Higher Calling: A Guide to Helping Investors Achieve Their Goals.” And in 2017, was named a Top 10 Fund Manager to Watch by Money Management Executive. FUN FACT: Rusty had a brief stint as a cowboy near the town of Valentine in Cherry County, Nebraska.

 

 

Today's 10 Questions

[1:42]  How is CLS changing the investment industry?
[3:38]  Big investment themes for the coming years?
[4:49]  What are investors missing on active management?
[6:08]  Biggest market lesson learned in 2019?
[7:17]  "Investing Dictionary": What word would you remove?
[8:20]  Two factors to invest in for the next 100 years?
[10:12]  Hardest factor to quantify?
[10:30]  Current view on on ESG investing?
[10:58]  One bad recommendation you continue to hear?
[11:46]  Free tool for business you would recommend?

 

 

 

 

 

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About EventShares


EventShares is an investment management firm dedicated to translating legislation and regulation into real world investment solutions. The firm's goal is to provide its clients with attractive, long-term results by following a disciplined approach to investing.

 

Headquartered in Newport Beach, CA EventShares serves individuals, financial advisors, as well as institutions and offers its investment strategy through an active ETF.  |  View latest fund update >>

 

 

 

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