The Disciplined Investor

TDI Podcast: Modern Disciplines (#942)


Listen Later

The government is shutdown – How long this time?

The Bubble – how much longer can it last?

The healthcare sector gets a needed boost….

Guest: Tom Nelson, Franklin Templeton Funds


 NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)

Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.

He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates.

Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm’s quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams.

Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association.

Check this out and find out more at: http://www.interactivebrokers.com/

Looking to invest in The Disciplined Investor Managed Growth Strategy?
Click HERE for the virtual tour.

Follow @andrewhorowitz

Stocks Mentioned in the Episode: (AMZN), (NFLX), (PLTR)

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

The Disciplined InvestorBy Andrew Horowitz - Host

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

673 ratings


More shows like The Disciplined Investor

View all
No Agenda Show by Adam Curry & John C. Dvorak

No Agenda Show

5,978 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,235 Listeners

InvestTalk by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

InvestTalk

1,496 Listeners

The Peter Schiff Show Podcast by Peter Schiff

The Peter Schiff Show Podcast

5,709 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,367 Listeners

Wall Street Unplugged - What's Really Moving These Markets by Curzio Research

Wall Street Unplugged - What's Really Moving These Markets

1,079 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

DHUnplugged Podcast by Horowitz and Dvorak

DHUnplugged Podcast

425 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

947 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Investing With IBD by Investor's Business Daily

Investing With IBD

381 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,165 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

829 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

420 Listeners