Crazy schedule today – taking my kid to a doctor and then back to back to back calls. But I wanted to call your attention to a few things that are not to be missed…
First, Ben Carlson, my firm’s director of institutional asset management, interviewed the founder of one of the non-profits we invest for. It’s a really interesting look at how investment policy statements and the organization’s mission need to be in sync from the get-go. We are really proud of the work Ben is doing with small- and mid-sized institutions at RWM.
I haven’t heard this yet but people are raving about Patrick O’Shaugnessy’s newest podcast – in which he interviews his dad! If you don’t know, James O’Shaughnessy is a legend in the factor / quantitative investment business (full disclosure, he runs some money for our clients) and wrote the bible, What Works On Wall Street, almost two decades before the strategies he discussed would take over the mainstream. He’s also one of the nicest, most learned men I’ve ever known in this business. I’ll be listening later:
Eddy Elfenbein did this great thing about investor and philanthropist David Rockefeller, who just passed away at the age of 101. He was the last surviving grandchild of John D. Rockefeller and a beloved figure who is estimated to have given away some $900 million over the course of his life. Please don’t miss this: