Investing in Freedom: Special Guest Perth Tolle

Investing in Freedom: Special Guest Perth Tolle

Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experience she gained a high level of conviction regarding the impact of sound governance, individual freedoms, and rule of law on economic growth and innovation.

Perth is a frequent speaker at investment industry events and provides commentary to various financial media. She is a member of Women in ETFs.

Perth was selected as one of the 10 to Watch in 2020 by Wealth Management Magazine for her work on freedom investing.

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Episoder(21)

Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy

Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy

When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large...

8 Mar 202330min

Changing the Face of Finance: Special Guest Sonya Dreizler

Changing the Face of Finance: Special Guest Sonya Dreizler

18 Okt 202233min

Inspiring Legacy: Special Guest  Jacqueline "JaQ" Campbell

Inspiring Legacy: Special Guest Jacqueline "JaQ" Campbell

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Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel

Live from EXCELL! The Queen of Alternatives: Featuring Shana Orczyk Sissel

4 Okt 202231min

The Evolution of Indexing: Special Guest Joy Yang

The Evolution of Indexing: Special Guest Joy Yang

Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how J...

26 Mai 202249min

Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy

Portfolio Strategy and Predicting Inflation: Special Guest Frances Newton Stacy

Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News ...

14 Jul 202143min

Hedge Fund Activism: Special Guest Nicole Boyson

Hedge Fund Activism: Special Guest Nicole Boyson

While Dr. Nicole Boyson didn't come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at Northeastern Uni...

1 Jun 202155min

Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson

Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson

Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she's also the author of a new b...

17 Mai 202151min

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