Unfiltered Career Advice from Top Investment Leaders

As Season 1 of Work Ethic wraps, we’re closing with a special bonus episode built around one question we asked guests throughout the season: What advice would they give to people aspiring to build successful careers like theirs? These are the leaders shaping the future of wealth so there's no one better to answer that question.

In this mini-episode you’ll hear from:

Yie-Hsin Hung - President and CEO at State Street Investment Management
Jonathan Foster - President and CEO at Angeles Wealth Management
Greg Brown - Co-CEO at Caprock
Steve Tenney - Founder at Grandview & Co
Cameron Dawson - CIO at NewEdge Wealth
Matthew Weatherley-White - Partner at Sorensen Impact Advisory
Michel Del Buono - CIO at a16z Perennial

Timestamps:

00:00 - Introduction

01:16 - Educate Yourself and Embrace New Opportunities (Yie-Hsin Hung)

02:25 - Success Starts with Integrity (Jon Foster)

03:07 - Find Your Niche and Play the Long Game (Greg Brown)

04:43 - Learn from Everyone, Inside and Outside Your Industry (Steve Tenney)

05:56 - Read More than Everyone Else (Cameron Dawson)

06:33 - Challenge Conventional Wisdom (Matthew Weatherley-White)

08:01 - Stop Trying to Plan Every Step (Michel Del Buono)

09:14 - Season One Wrap-Up

—

We’ll be back in the Fall, when we’ll return with an exciting new lineup of world-class guests exploring the future of wealth.

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(16)

Why the Best Leaders Slow the Game Down | Tripp Friedler (Free Gulliver)

Today, we're going in depth with Tripp Friedler, co-founder and managing partner of Free Gulliver, a multifamily office based in New Orleans. He's also the author of two books. His latest, The Tunnel,...

11 Kesä 36min

AI and the Future of Wealth

How is AI specifically impacting the wealth and investing industry? Today's episode pulls together insights from recent guests on how AI is shaping the future.In this episode you’ll hear from:Adam Kat...

3 Kesä 20min

Leadership Is Earned, Not Anointed | Michel Del Buono (a16z Perennial)

Today, we're going in depth with Michel Del Buono. Michel is the chief investment officer of a16z Perennial. With a career spent leading investment strategy, he brings global knowledge and innovative ...

28 Touko 34min

Why Purpose Matters in Investing | Matthew Weatherley-White (Sorenson Impact Advisory)

Today, we're going in depth with Matthew Weatherley-White, partner at Sorensen Impact Advisory. Matthew has spent three decades at the intersection of finance and impact, helping families and institut...

14 Touko 30min

Turning Setbacks Into Your Biggest Edge | Steven Tenney (Grandview & Co)

Today, we’re going in-depth with Steve Tenney. After a 30-year career as a leader in wealth management, including as Founder and CEO at $700MM RIA Great Diamond Partners, Steve launched Grandview & Co...

7 Touko 34min

When to Break Away and Build Your Own Firm | Gary Hirschberg (Aaron Wealth)

Today, we go in-depth with Gary Hirschberg, Founder and CEO of Aaron Wealth Advisors. He helps ultra high net worth families navigate the complex business of managing their wealth, always guided by th...

30 Huhti 24min

Wealth is More Complex Than You Think | Cameron Dawson (NewEdge)

Today, we go in-depth with Cameron Dawson, Chief Investment Officer at NewEdge Wealth. She's known for insightful and distinctive financial commentary, which you may have seen on Bloomberg, CNBC, or o...

23 Huhti 35min