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Do Your Homework with Sandy Robertson
Manage episode 407431258 series 3560116
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Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today is my mentor and a very special person in my life, Mr. Sandy Robertson. Sandy and I met on a long flight and have remained close ever since. He is one of the most respected people I know in terms of business success but also in the difference he has made in people’s lives. He founded Robertson Stephens Investment Bank, Francisco Partners, and currently holds a Director position with Salesforce.com.
In this episode of Biderman’s Money Pod, we discuss the following:
- Why finance is a great career path
- Industries resistant to market fluctuations
- Risks in the current market environment
Key Discussion Points:
[1:57] Sandy shares the extensive list of companies he helped to take public and his role at Salesforce.com.
[3:39] Sandy’s current venture, Francisco Partners, attempted to buy back his very first Investment Bank, Robertson Stephens, after it was held by America First and Boston Bank.
[4:51] Sandy shares a key commonality of the companies Francisco Partners is currently investing in.
[6:10] Why Sandy chose to work in finance just out of college and why he still enjoys it.
[8:20] What are the biggest risks in the market and what companies are resistant to market fluctuation?
[10:35] Sandy reflects on one of his favorite investment stories.
[12:21] Sandy’s advice for young men and women who want to become competent in life and business.
Resources:
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