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Portfolio design for individuals and institutions
- 2023/04/18
- 再生時間： 36 分
- ポッドキャスト
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サマリー
あらすじ・解説
Join Rick Bookstaber and Tim Kochis as his guest as they discuss timeframes for individuals versus institutions, static risk tolerance questionnaires, and how to rehearse for bad events.
Tim Kochis is the CEO of Kochis Global and the former CEO and chairman of Aspiriant. He has five decades of professional finance experience. He is a prominent figure in the wealth management space having served as president of The CFP Board of Standards and as chair of the Financial Planning Standards Board and as a trustee of the Charles Schwab Investment Management Mutual Funds and ETF’s Board.
He serves on a number of boards including the Asia Foundation, 1990 Institute, the Asian Art Museum and the University of San Francisco.
Kochis earned an MBA from the University of Chicago, a JD from the University of Michigan, and his undergraduate degree from Marquette University. Kochis served in the US Army with a tour of duty in Vietnam, where he received a Purple Heart for wounds received in action.
Rick and Tim have co-authored articles in FA Magazine that provide an in-depth view of many of the topics in their podcast:
- Goals Based Portfolios
- ‘Rehearsing Future Risk Scenarios’
- Scissors Vs. Knives
- The Key Boundaries of Portfolio Risk