Mastering Market Dynamics From Hedge Funds to Financial Resilience | Heather Loomis-Tighe
Cashflow Quest30 Okt 2024

Mastering Market Dynamics From Hedge Funds to Financial Resilience | Heather Loomis-Tighe

Heather Loomis Tighe is the founder and CEO of Loomis Capital Management, where she serves as the chief investment officer for significant family offices. Before founding her firm, Heather held key roles at Glenn Capital, BlackRock, and JP Morgan. Her impressive career includes managing a $13 billion fixed income business and founding the Women's Insight Series and Education at JP Morgan.

Listeners can learn more about Heather Loomis Tighe on X

@HLoomis

and on IG

@heatherloomis

Notes:

  • (0:00) Welcome to the CashFlow Quest Podcast!
  • (0:10) Jen welcomes guest, Heather Loomis Tighe to CashFlow Quest
  • (2:30) Heather's early career and education
  • (4:00) Choosing between the CIA and a Hedge fund
  • (9:00) The Hedge Fund - learning to trading game
  • (15:00) Managing risk during the financial crisis
  • (19:30) Post-crisis reflections and Loomis Capital Management
  • (25:30) Advice for young professionals
  • (35:30) Asset allocation strategies
  • (40:30) Non-correlated investments
  • (48:00) Commodities and currencies
  • (54:30) Personal investment strategies
  • (56:00) Heather’s cashflow recommendations
  • (59:30) A barbell approach to balancing risk in investments
  • (1:06:00) Market predictions and final thoughts

---

Blake Comfort Co-Founded Comfort Communities in 2008 and began working to acquire manufactured home communities in order to build the investment and management company that exists today. Comfort Communities first manufactured home community was purchased in 2009 and has continued to grow and purchase many more manufactured home communities ever since.

Jennifer Purcell Co-founded Comfort Communities and brought a professional management and accounting skillset to the team. She previously worked with R&V Management in San Diego to help manage their Multi-family apartment portfolio. Since 2009 she has been working to build the Comfort Communities management team while also coordinating with all of the Investors and business advisors.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(60)

SpaceX Goes Public, The Fed's Next Move & How Elon Is About to Become the World's First Trillionaire

SpaceX Goes Public, The Fed's Next Move & How Elon Is About to Become the World's First Trillionaire

In this episode of Cash Flow Quest the team dives deep into one of the most eventful economic weeks in recent memory. From the largest IPO in history with SpaceX going public, to a hot CPI read, a job...

17 Jun 58min

The Debrief: Fiesta Village — The Behind the Scenes of Our Latest Mobile Home Park Acquisition

The Debrief: Fiesta Village — The Behind the Scenes of Our Latest Mobile Home Park Acquisition

In this episode of The Debrief, the full Comfort Capital closing team sits down to break down the nitty gritty of their latest acquisition — Fiesta Village, a 160-unit mobile home park in Mesa, Arizon...

10 Jun 49min

The Man Cave That Appreciates: Inside Grand Prix Auto Club's Luxury Car Condo Concept

The Man Cave That Appreciates: Inside Grand Prix Auto Club's Luxury Car Condo Concept

Cole Mueller is back on the Cash Flow Quest — and this time he's building something wild: luxury car condos for the ultra-wealthy. From closing a peanut butter tequila deal with Southern Wine & Spirit...

3 Jun 29min

Rates Going the Wrong Way, Inflation Running Hot — Is a Recession Already Here?

Rates Going the Wrong Way, Inflation Running Hot — Is a Recession Already Here?

The panel is back after a busy stretch building out the Investor Circle and hosting their first annual investor summit. The market did not wait for them. The ten year Treasury hit 4.7, the thirty year...

27 Mai 54min

Winners and Losers in Real Estate Over the Next 10 Years — The Panel Breaks It Down

Winners and Losers in Real Estate Over the Next 10 Years — The Panel Breaks It Down

Treasuries Went the Wrong Way, AI Is Taking Jobs and Private Credit Could Break — Cash Flow Quest Ep. 55 The Cash Flow Quest panel sits down on April 8th, one day after a major ceasefire in the Iran c...

15 Apr 1h 4min

The Real Estate Cycle Is Ending — Here Is How to Survive It

The Real Estate Cycle Is Ending — Here Is How to Survive It

Jack Martin, Arizona based manufactured housing operator and capital raiser, joins the Cash Flow Quest crew for one of the most honest conversations we have had about where the market is headed. Jack ...

8 Apr 1h 1min

8 Generations of Real Estate Wisdom in One Conversation!

8 Generations of Real Estate Wisdom in One Conversation!

This episode is different. We sat down with Ali, a manufactured housing veteran whose family has been in real estate for eight generations, going all the way back to land banking in India. He bought h...

1 Apr 53min

Iran Could Be the Final Blow to Housing Affordability (Here's What You Need to Know)

Iran Could Be the Final Blow to Housing Affordability (Here's What You Need to Know)

Iran, Interest Rates & the Affordable Housing Crisis | Cash Flow Quest Ep. 52 The Cash Flow Quest crew is BACK — and they're diving straight into the deep end. In this episode, hosts welcome Navy vete...

11 Mar 58min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
utbytte
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
stormkast-med-valebrokk-stordalen
liberal-halvtime
morgenkaffen-med-finansavisen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
lederpodden
okonomiamatorene
rss-politisk-preik