OC Talk Radio

In this episode of Strategic Investor Radio, host Charley Wright interviews Don Robinson, CEO and CIO of Philadelphia-based Palladiem. The firm offers risk-managed strategies to investors and advisors. These strategies include absolute return, global macro, multi-strategy, and endowment models. Palladiem’s name is a portmanteau of Palladio, the Italian Renaissance architect; and diem, as in “seize the day.” Robinson jokes that coming up with a unique name was “the hardest thing” about starting the firm.

Listen as Paul Roberts continues his conversation with veteran wholesaler Bob Hennessey about the new StrategyCasters and how their professionally produced, interview style podcasts with Fund Managers and Strategists can help explain their investment strategies directly to Registered Independent Advisers (RIAs) and the clients and become a key tool for their wholesalers to use to start conversations, get meetings and follow up with these targeted advisers.

In this episode of Strategic Investor Radio, host Charley Wright interviews Eric Lutton, Chief Investment Officer of Sound Income Strategies. Eric is a Chartered Financial Analyst, and his job as CIO of Sound Income Strategies is to generate investment income – this is particularly difficult in today’s low-yield environment, as Charley points out. With investment-grade bond yields at rock-bottom lows, Eric looks to alternative assets like REITs, MLPs, BDCs, and preferred stock in pursuit of portfolio income.

Collective2.com is a website that allows everyone from professional money managers to “housewives in Mexico City” to publish their own trading systems and publically track the results. Moreover, these “trade leaders” can offer subscription alerts and even broker-synced automated trading services to paying subscribers, with the subscription revenue shared by the trade leader and Collective2. In this episode of Strategic Investor Radio, host Charley Wright interviews Rod Casilli, Collective2’s Head of Product.

Garvin Jabush and Jeremy Deems founded Green Alpha Advisors in 2007. Both men came from San Francisco-based Forward Funds, where they ran a “green” fund co-branded with the Sierra Club. That experience led them to develop a “more progressive” approach to environmental-impact investing that moved beyond “negative screening” of the “most objectionable” SP 500 components. Today, Green Alpha runs four separately managed account strategies plus one mutual fund – the Shelton Green Alpha Fund (NEXTX) – which are modeled on what they see as the future, sustainable economy. Mr. Jabush sits down with host Charley Wright in this episode of Strategic Investor Radio.

In this episode of Strategic Investor Radio, host Charley Wright interviews Bryan Hertz, the CEO and co-founder of VoxOx. VoxOx is a “new type of phone company” that provides entrepreneurs and small- to medium-size businesses with easy-to-use and affordable phone systems. Mr. Hertz discusses his firm’s flagship product CloudPhone, which turns any mobile device into a business phone system in under three minutes.

Hertz founded VoxOx three years ago with his father and brother as an investor-backed, family business. The founders’ dream was to bring “powerful, unified communications to the masses.” Today, VoxOx’s CloudPhone allows entrepreneurs and solo practitioners like lawyers, doctors, and real estate professionals to have a phone system “in their pocket.” In Hertz’s words, CloudPhone “literally turns your cell phone into a business phone system, and it allows coworkers from anywhere in the world to work together utilizing this phone system, to make and receive calls as if they were in the same city.”

Dave Landry is a stock-trading educator focusing on technical analysis. He offers a daily trading service with stock picks and money-management ideas at DaveLandry.com. In this episode of Strategic Investor Radio, host Charley Wright interviews Mr. Landry, who disagrees with the notion that “you can’t time the market.” The market can only do three things – it can go up, down, or move sideways – and no matter your approach to trading, you have to capture the trend in order to make a profit.

In this episode of Strategic Investor Radio, host Charley Wright interviews Sean Wright – no relation – of Carden Capital. Sean is the founder and a Managing Partner of Carden, which is known for its unique investment strategies applied for institutions, mutual funds, private investors, and advisors. 

Sean earned an MBA from Wharton and began his investment-industry career as an investment banker. He eventually “caught the entrepreneurial bug” and founded Carden. Soon thereafter, Gaven Duemke – a German who studied at Oxford and traded derivatives in London for many years – joined Sean as a fellow Managing Partner of the firm. 

Carden is focused on systematic strategies. “Everything we do has some sort of algorithm,” says Sean. “By using models, we can take emotion out of investment decisions and thereby create better returns.” Sean says his firm aims to “achieve superior risk-adjusted returns over a cycle so clients can have a better experience.”

In this episode of Strategic Investor Radio, host Charley Wright conducts an in-studio interview with Thomas Schumann, founder and CEO of Thomas Schumann Capital. Schumann’s focus is on investing in water, which he says is quickly rising as an asset class. Mr. Schumann isn’t alone in this view: In 2011, Citigroup’s chief economist said he believed water was becoming the most important physical commodity asset class in the world – ahead of oil, industrial metals, gold, and agricultural products. 

The exciting thing about investments in water, in Schumann’s view, is that they create “social, environmental, and financial impact” for the world’s 7 billion stakeholders. “There’s not one single human, environmental, or financial process on this Earth that isn’t driven by water,” says Schumann. 

But how does one invest in water? Schumann says there are investment opportunities in companies and technology that provide water supply, improve water quality, and monitor water efficiency. Schumann’s eponymous firm is in the process of launching a specialist water fund, which will invest strictly in water and water-related companies.

In this episode of Strategic Investor Radio, host CharleyWright interviews Paul Coan of Ploutos Wealth. Named for the Greek god ofwealth and abundance, Indianapolis-based Ploutos develops and managesstrategies for advisors to use in managing their clients’ assets. The firmcurrently offers eight portfolios, all in the alternatives space.

Coan began his investment-industry career with a mutual-fundcompany around twenty years ago. From there, he moved to a large and well-knownwire house, where he was tapped for a “family office task force.” The firmultimately decided not to pursue family office business, but Coan says once hesaw the “magic” of the family office model, he “couldn’t go back to pitchingmutual funds and stocks.” Coan spun out and started his own RIA firm, and thenfounded Ploutos in 2011 to “give back” to financial advisors who “weren’t aslucky” as he was in discovering the family office model.