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Pulling Back The Curtain - A Private Conversation with Sarah Baldwin

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Manage episode 349857320 series 2801715
Content provided by Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis 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.

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management.

At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management.

Clients of EWM also receive access to private content and information.

In this podcast we pull back the curtain and share a Private Client podcast conversation with Sarah Baldwin, COO and Portfolio Manager with Longboard Asset Management. Sarah discusses today’s market environment and concerns including:

  • Inflation
  • The Possibility of a Federal Reserve Pivot
  • What Should Be the Mindset for Investors In these Challenging Times.

Longboard Asset Management is an alternative asset manager, specializing in strategic asset allocation.

Sarah Baldwin’s Bio:

COO and Portfolio Manager , Longboard Asset Management

Education:

University of Connecticut

Bachelors degree, Economics and Political Science

2002-2006

Contact:

Twitter: @sarahebaldwin

Linkedin: https://www.linkedin.com/in/sarahebaldwin/

Websites: https://longboardfunds.com/

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 349857320 series 2801715
Content provided by Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Bertrand Ellis, CIMA® and Paul Bertrand Ellis 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.

Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!

In this edition podcast we listen to a private conversation with Sarah Baldwin, Portfolio Manager and COO of Longboard Asset Management.

At Ellis Wealth Management we champion human capital - surround and support it planning, coaching and professional investment management.

Clients of EWM also receive access to private content and information.

In this podcast we pull back the curtain and share a Private Client podcast conversation with Sarah Baldwin, COO and Portfolio Manager with Longboard Asset Management. Sarah discusses today’s market environment and concerns including:

  • Inflation
  • The Possibility of a Federal Reserve Pivot
  • What Should Be the Mindset for Investors In these Challenging Times.

Longboard Asset Management is an alternative asset manager, specializing in strategic asset allocation.

Sarah Baldwin’s Bio:

COO and Portfolio Manager , Longboard Asset Management

Education:

University of Connecticut

Bachelors degree, Economics and Political Science

2002-2006

Contact:

Twitter: @sarahebaldwin

Linkedin: https://www.linkedin.com/in/sarahebaldwin/

Websites: https://longboardfunds.com/

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

Subscribe and listen to podcast EWM INSIGHTS - where we celebrate HUMAN CAPITAL.

EWM Insights is available on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

Feel free to share this episode with those in your circle who are on a similar path of learning.

We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.

You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/

Above all, through EWM INSIGHTS we want to encourage you to:

INVEST IN WHAT YOU LOVE!®

-----------------------------------

  continue reading

61 episodes

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