The Long View

Fran Kinniry: Applying the Vanguard Approach to Private Equity


Listen Later

(A note to listeners: We recorded this interview before the recent sell-off began, and that is why it's not discussed. We'll address the recent downturn in future installments of The Long View. Please enjoy this episode and thanks again for listening.)

Our guest this week is Fran Kinniry. He is a principal in the Vanguard Investment Strategy Group, which develops Vanguard's investment philosophy, methodology, and portfolio construction strategies. Kinniry has been a leading researcher on topics like capital markets, portfolio design, and investment strategy. He was recently tapped by Vanguard to lead the firm's initiative to offer private equity investment management to certain institutional and high-net-worth clients. Before joining Vanguard in 1997, Kinniry was a partner and senior portfolio manager for institutional asset manager Executive Investment Advisors, and before that he was the portfolio manager for H. Katz Capital. Kinniry is a CFA charterholder and earned his Master of Business Administration and bachelor's degree from Drexel University.

Background and Research
Fran Kinniry bio

HarbourVest

"Vanguard and HarbourVest Announce Private Equity Partnership." The Vanguard Group, Feb. 5, 2020.

"The Role of Private Equity in a Nonprofit Portfolio." The Vanguard Group, Nov. 15, 2019.

Vanguard research library

"Vanguard Advisor's Alpha," by Donald Bennyhoff and Fran Kinniry, Vanguard Research, July 2018.

John C. Bogle: A Look Back at the Life of Vanguard's Founder


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

...more
View all episodesView all episodes
Download on the App Store

The Long ViewBy Morningstar

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

853 ratings


More shows like The Long View

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

805 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,302 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

746 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

625 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

87 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

199 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

147 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

947 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

185 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

149 Listeners

Big Picture In Practice by Morningstar, Ben Johnson, Julie Willoughby

Big Picture In Practice

13 Listeners

The Morning Filter by Morningstar

The Morning Filter

42 Listeners