The Big Picture

DECEMBER 28, 2022

CHARLIE ELLIS, FOUNDER AND FORMER MANAGING PARTNER, GREENWICH ASSOCIATES: Well, it started a long time ago, 1966, I was working with a securities firm in New York, and Wellington was a client in Philadelphia. As people said, you know, it’s just out of date, I’m going to get a performance fund. ELLIS: Very close run.

Management 180

Management Investing Investments Clients 180

Sara Grillo

FEBRUARY 13, 2023

In this podcast we’re going to talk about why ESG is a rip-off and nothing more than a way for Wall Street to earn higher fees off unsuspecting people who mean well. In this podcast we are going to expose the truth about ESG investing. Don’t let your clients get taken! Listen to this show. So please subscribe!

Investing 72

Investing Investments Clients Portfolio 72

David Nelson

MARCH 6, 2023

And why did Congress just vote to block President Biden’s Department of Labor rule, a rule that encourages private retirement fiduciary is to use ESG in the decision-making process? ESG stands for Environmental, Social and Governance. Ground Zero Fossil fuel companies are ground zero in the ESG fight. What is it?

Fiduciary Duty 52

Fiduciary Duty Investing Investments Math 52