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Modern Investing with Sidepocket: Clay Risher, Investment Banker on Data and Value Driven Investing

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Manage episode 396179289 series 3550401
Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial 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.

Let us know what you think!

In this insightful podcast interview with Clay Risher, Director of boutique investment bank True North Capital Partners, the essence lies in the importance of being a fiduciary for clients, partners, and family. Clay touches on the recent example of Kim Kardashian's hefty fine for misrepresenting her involvement with a crypto company, emphasizing the significance of regulatory oversight. He discusses his personal journey as an investor, transitioning from emotional and undisciplined trading in his twenties and thirties to a more research-driven and value-focused approach today. Clay also shares his views on AI and technology in investing, highlighting the need for a balanced approach that combines technology with human judgment. He expresses his excitement about Sidepocket's use of technology to provide access to proven investment strategies while maintaining a fiduciary commitment to users.
This quote highlights Clay's inquisitive nature, his passion for diverse interests, and his reluctance to cede full control to technology, revealing a personality that values human engagement and curiosity in navigating the world: "For me, life is just a curiosity shop every day. I like to look at birds. I like to look at stocks. I like to look at people. I like to look at architecture. I don't really want my inner or outer world interpreted for me by a machine."
About Clay Risher
Clay Risher is a highly accomplished professional with a wealth of experience in the fields of business development, investment banking, and entrepreneurship. In his role as Director of Business Development at TrueNorth Capital Partners LLC, he plays a pivotal role in originating new business opportunities for the firm, specializing in Mergers & Acquisitions, Capital Raising, and Valuation services across a diverse range of industries, including private equity, finance, technology, and more. Clay's extensive career spans various executive positions in both public and private large- and mid-cap companies, where he executed significant sales transactions and drove corporate development initiatives. He is also an esteemed award-winning author and a regular contributor to REIT Magazine, sharing valuable insights from interviews with industry leaders. Clay's educational background includes a bachelor's degree in literature and economics from Boston University and post-graduate courses in finance and investing at Fairfield University. Beyond his professional achievements, Clay enjoys outdoor activities and spending quality time with his wife, Rebecca.

Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 396179289 series 3550401
Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial 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.

Let us know what you think!

In this insightful podcast interview with Clay Risher, Director of boutique investment bank True North Capital Partners, the essence lies in the importance of being a fiduciary for clients, partners, and family. Clay touches on the recent example of Kim Kardashian's hefty fine for misrepresenting her involvement with a crypto company, emphasizing the significance of regulatory oversight. He discusses his personal journey as an investor, transitioning from emotional and undisciplined trading in his twenties and thirties to a more research-driven and value-focused approach today. Clay also shares his views on AI and technology in investing, highlighting the need for a balanced approach that combines technology with human judgment. He expresses his excitement about Sidepocket's use of technology to provide access to proven investment strategies while maintaining a fiduciary commitment to users.
This quote highlights Clay's inquisitive nature, his passion for diverse interests, and his reluctance to cede full control to technology, revealing a personality that values human engagement and curiosity in navigating the world: "For me, life is just a curiosity shop every day. I like to look at birds. I like to look at stocks. I like to look at people. I like to look at architecture. I don't really want my inner or outer world interpreted for me by a machine."
About Clay Risher
Clay Risher is a highly accomplished professional with a wealth of experience in the fields of business development, investment banking, and entrepreneurship. In his role as Director of Business Development at TrueNorth Capital Partners LLC, he plays a pivotal role in originating new business opportunities for the firm, specializing in Mergers & Acquisitions, Capital Raising, and Valuation services across a diverse range of industries, including private equity, finance, technology, and more. Clay's extensive career spans various executive positions in both public and private large- and mid-cap companies, where he executed significant sales transactions and drove corporate development initiatives. He is also an esteemed award-winning author and a regular contributor to REIT Magazine, sharing valuable insights from interviews with industry leaders. Clay's educational background includes a bachelor's degree in literature and economics from Boston University and post-graduate courses in finance and investing at Fairfield University. Beyond his professional achievements, Clay enjoys outdoor activities and spending quality time with his wife, Rebecca.

Financial Educator? Click here now to learn how you can unlock the full potential of your practice and help your clients thrive.

Don’t work with one of our platform partners? Try Sidepocket BETA: Download Sidepocket for iOS

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

  continue reading

39 episodes

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