Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
Description
In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.
Key Timestamps:
(0:00 ) Introductions and background
(2:48 ) Career paths in investment management
(12:43 ) Cash management strategies in today's high-interest environment
(13:57 ) Risk-free rates and building portfolios around them
(30:00 ) Tax loss harvesting: overhyped or valuable strategy?
(31:13 ) Direct indexing and SMAs - worth it or not?
(37:01 ) Dumbest purchases - from $13k couches to levered ETFs
🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel
🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com
✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent
📱 Follow Brooklyn FI:
LinkedIn: https://www.linkedin.com/company/brooklyn-fi/
Instagram: https://www.instagram.com/brooklyn_f.i/
United States
