Steve Nguyen, Causeway Capital Management
0:32 - Can you tell me about yourself?
2:03 - What first interested you about investing?
3:59 - What is an Investment Manager?
6:55 - How do you pick long-term investments?
10:21 - What are the top 3 qualities one should look at?
12:21 - How do you know when it’s time to sell?
14:48 - What steps can one take to learn more?
17:19 - What would an entry-level role at Causeway look like?
21:08 - What advice do you have for a First Generation Investor?
2:03 - What first interested you about investing?
3:59 - What is an Investment Manager?
6:55 - How do you pick long-term investments?
10:21 - What are the top 3 qualities one should look at?
12:21 - How do you know when it’s time to sell?
14:48 - What steps can one take to learn more?
17:19 - What would an entry-level role at Causeway look like?
21:08 - What advice do you have for a First Generation Investor?
Stephanie Lynch & James Ferguson, Global Endowment Management
0:00 Intro
0:10 What made you initially want to get into investing?
3:17 What is an endowment?
5:12 How did you go about co-founding GEM, and what advice do you have for girls pursuing careers in finance?
8:34 What are some differences between public and private investments?
9:51 What exactly is a private fund?
12:24 What are some qualities you look for in a fund or fund manager?
14:40 How can an individual investor apply GEM’s investing model to their own investments?
18:09 What does a day in the life of an entry- level analyst at GEM look like?
20:14 What advice do you have for a First Generation Investor?
0:10 What made you initially want to get into investing?
3:17 What is an endowment?
5:12 How did you go about co-founding GEM, and what advice do you have for girls pursuing careers in finance?
8:34 What are some differences between public and private investments?
9:51 What exactly is a private fund?
12:24 What are some qualities you look for in a fund or fund manager?
14:40 How can an individual investor apply GEM’s investing model to their own investments?
18:09 What does a day in the life of an entry- level analyst at GEM look like?
20:14 What advice do you have for a First Generation Investor?
Walter Bayne, Cary Street Partners
0:00 Introduction
1:54 Why are organizations like FGI so important?
6:14 What is your role at CSP?
9:36 What is private wealth management?
15:23 What factors do you consider regarding a client’s investing goals?
18:01 What are asset classes?
24:17 How does CSP make money?
25:33 Do you think everyone should have a wealth manager?
31:39 What would a day in the life of an entry-level employee look like?
34:33 What advice do you have for a First Generation Investor?
