PharmD Money Derek Delaney Financial Planner | Pharmacy Podcast Nation
Today I am excited to interview Ross Klein, founder, managing member, and chief investment officer of Changebridge Capital, LLC.
In this episode we take a deeper look into a few of the more popular areas of investment management. We touch on the importance of diversification and how we can't rely on the S&P 500 as our only form of diversification. We also discuss the growing popularity of ESG investing and ways investors should be approaching this space. And finally, Ross gives us a few tips on how we can better evaluate active investment managers and not rely so heavily on just past performance data.
You can find more information about Changebridge Capital LLC at:
www.changebridgecapital.com
www.changebridgefunds.com
If you're looking to follow or connect with Ross on social media, you can find him on:
LinkedIn: https://www.linkedin.com/in/ross-klein-cfa-1645a46/
Twitter: @RKleinCFA
Or contact Ross directly at:
ross@changebridgecapital.com
Enjoy the show!
You can connect with Derek on social media at:
https://twitter.com/derekjdelaney
https://www.linkedin.com/in/derekdelaneypharmdfp/
https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050
Or by email at:
derek@pharmfp.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode we take a deeper look into a few of the more popular areas of investment management. We touch on the importance of diversification and how we can't rely on the S&P 500 as our only form of diversification. We also discuss the growing popularity of ESG investing and ways investors should be approaching this space. And finally, Ross gives us a few tips on how we can better evaluate active investment managers and not rely so heavily on just past performance data.
You can find more information about Changebridge Capital LLC at:
www.changebridgecapital.com
www.changebridgefunds.com
If you're looking to follow or connect with Ross on social media, you can find him on:
LinkedIn: https://www.linkedin.com/in/ross-klein-cfa-1645a46/
Twitter: @RKleinCFA
Or contact Ross directly at:
ross@changebridgecapital.com
Enjoy the show!
You can connect with Derek on social media at:
https://twitter.com/derekjdelaney
https://www.linkedin.com/in/derekdelaneypharmdfp/
https://www.facebook.com/PharmD-Financial-Planning-LLC-116600423803050
Or by email at:
derek@pharmfp.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
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