))
Ep. 6: Gene Goldman
Manage episode 323936271 series 3332544
Content provided by Alex Watson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alex Watson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
For our sixth episode of Mistakes Were Made, we are joined by Gene Goldman, CIO and director of research at Cetera.
Gene and his team oversee a recommended list of funds and run a suite of discretionary portfolios for Cetera, which has around $80bn of assets under management.
He tells Alex and Frank why it isn’t always right to drop a fund when the lead manager exits, the best questions to ask PMs, and shares a cautionary tale about a team of missing analysts. Ooh, mysterious!
39 episodes
Share
