In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.

 

Key Timestamps:

(0:00) Introductions and background

(2:48) Career paths in investment management

(12:43) Cash management strategies in today's high-interest environment

(13:57) Risk-free rates and building portfolios around them

(30:00) Tax loss harvesting: overhyped or valuable strategy?

(31:13) Direct indexing and SMAs - worth it or not?

(37:01) Dumbest purchases - from $13k couches to levered ETFs

 

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