This episode’s guest is Rick Lear, Founder and Managing Partner at Lear Investment Management in Dallas, Texas, who talks about investment opportunities and potential risks with investing in China and India. You don’t want to miss hearing Rick’s perspective on what an emerging middle class and innovation means for India’s GDP, clean energy, chip shortage, and the continuing challenges of Covid.  

Rick Lear has been in the investment management business for two decades. Prior to founding Lear Investment Management, he was a Partner and Portfolio Manager with a Dallas-based investment firm. From 2009 to 2015, Mr. Lear managed portfolios in a global, tactical, asset allocation strategy. His ability to identify global trends and tactically express with investments has led to superior outcomes for investors. His creative and intelligent research spans both fundamental and quantitative disciplines. 

Previously, Mr. Lear served as Vice President at Neuberger Berman and as a Senior Investment Planning Analyst with Sanford C. Bernstein & Co. While at Bernstein, Mr. Lear was tapped to participate in the firm's Wealth Management Group to help solve complex investment dilemmas for high-net-worth families across the nation. He also served as a Portfolio Manager for US Trust on a team responsible for a multi-billion dollar quantitative, equity investment strategy. Mr. Lear now resides in Dallas, his hometown, with his wife, Laura, and their four children. He is a graduate of Southern Methodist University and the Securities Industry Institute of The Wharton School of the University of Pennsylvania. Mr. Lear serves on the board of trustees of Lamplighter School, the board of trustees of Vogel Alcove, and the board of trustees of Positive Coaching Alliance. Always a student, Mr. Lear recently completed a program with the Harvard Business School Executive Education in India.

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

For this segment, we go beyond definitions and justifications and address the proliferation of ESG products, human rights implications, climate, and various methods of greenwashing with our resident expert, Ross Campbell, Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss.  

Ross Campbell is the Director of Responsible Investing at Barrow, Hanley, Mewhinney & Strauss, one of the few remaining firms dedicated exclusively to value investing and based in Dallas. Ross joined Barrow Hanley in 2017 from SRI Research Group, where he was president of the consulting firm, focused on assisting companies with their corporate disclosures and corporate sustainability reports. Before founding the SRI Research Group, Ross managed the sustainability and investor relations efforts for AECOM and Denbury Resources Inc. His investment career includes serving as a senior analyst for Wells Capital Management and as an investment management senior consultant for FactSet Research Systems. Mr. Campbell earned a BA from Franklin and Marshall College and an MBA from the Cox School of Business at Southern Methodist University. He earned the Fundamentals of Sustainability Accounting credential from the Sustainability Accounting Standards Board, has completed three levels of training offered by the PRI Academy and earned the Certificate in ESG Investing with the CFA Institute.

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

Local Investment Legend Series, featuring Jim Hille, former long-time CIO at the TCU Endowment. Jim shares his unique perspective and pearls of wisdom going back to his military background and successfully managing large pools of assets and people, and even in retirement how he continues to impact our industry through mentoring and serving on various boards.  

Jim Hille has over 30 years of experience in investment management. Mr. Hille recently retired as a chief investment officer at Texas Christian University (TCU) and was responsible for the day-to-day management of its multibillion-dollar investment program, which included the operation and fiduciary oversight of the university’s endowment assets. Prior to joining TCU, Mr. Hille was chief investment officer of the Teacher Retirement System of Texas, the state’s largest public pension plan. Earlier in his career, he managed portfolios for the Employees Retirement System of Texas. He currently serves on the investment advisory and trustee boards of the Employees Retirement System of Texas and the Texas Treasury Safekeeping Trust Company, as well as on the board of trustees of the Communities Foundation of Texas. Mr. Hille has served as president of the Austin Society of Financial Analysts and as an adjunct professor of finance at the University of Texas McCombs School of Business. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder.

Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services.