Matt Cole - Bullish Ep. 13 | Stenger Family Office

Matt is Chief Executive Officer and Chief Investment Officer of Strive. Matt oversees Strive’s investment philosophy, strategic positions, and product line up. He is Head Portfolio Manager for Strive’s equity ETFs and its actively managed Fixed Income ETFs. Prior to Strive, Matt was a Portfolio Manager at CalPERS, where he oversaw more than $70 billion in actively managed Fixed Income portfolios. While at CalPERS, his portfolios were among the best performing in the investment industry and did not underperform their benchmark in any single year. Strive was created in January 2022 to solve a problem that had emerged in the United States over the prior decade: large financial institutions, including the biggest asset managers, were using their clients' money to advance social, cultural, and political agendas in corporate America's boardrooms. Asset managers and for-profit corporations have a fiduciary duty to maximize value, and that duty had been neglected. On a mission to depoliticize corporate America and restore the voices of everyday citizens in the American economy by leading companies to focus on excellence, Vivek Ramaswamy and Anson Frericks raised capital from some of the country's most prominent venture capitalists and entrepreneurs to found Strive. Ramaswamy and Frericks recruited some of the most talented and mission- aligned minds from across the country to join them at the Columbus, Ohio, headquarters. One of the first recruits was Matt Cole (CEO & CIO), who had previously served as Portfolio Manager at CalPERS, overseeing more than $70 billion in actively managed Fixed Income portfolios. Another was Head of Corporate Governance Justin Danhof, who is known as the “grandfather” of this movement. A thought leader at the National Center for Public Policy Research, Justin has one of the strongest backgrounds in the country on taking on Corporate America. With a highly motivated team and an unapologetic commitment to the financial interests of its clients, Strive launched its first fund on August 10, 2022, ringing the bell at the New York Stock Exchange. Strive would go on to launch six more funds before the end of the year. Nick Stenger and Sam Hardy represent Stenger Family Office, an independent fiduciary wealth management firm based in Naperville, IL. The company provides financial planning and investment advice, and through its related companies, tax preparation, estate planning strategies and insurance services, offering families of all net worth sizes a family office wealth management experience. Disclosures: The views expressed herein are those of the author and do not necessarily reflect the views of Stenger Family Office LLC or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Stenger Family Office LLC recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Stenger Family Office LLC. 400 E. Diehl Road, Suite 550, Naperville, IL 60563 www.stengerfamilyoffice.com