Brian Singer and I interviewed on the CFA Institute Research Foundation podcast!

This episode of the CFA Institute Research Foundation podcast features our first in-studio recording, for which we went up to Chicago. Anthony DeChellis interviewed us.

Brian Singer and I discuss an important piece of the investment framework that we have spent the last years developing: How much passive versus active allocation to include in a portfolio. Spoiler: it all boils down to your horizon and preferred level of entrepreneurship. The three of us whom you see on screen  are in the process of creating the organization needed to bring this framework to the world.

Also check out the piece we published for the Research Foundation on this topic.