Investing Strategies: Custom Portfolios and Individual Securities with Harry Papp, CFA
Update: 2023-10-02
Description
Welcome to Valley Investors, the podcast where we delve into the world of finance,
investments, and entrepreneurship. Today, our host Nathan Erickson is thrilled to chat with
seasoned investment expert Harry Papp, CFA, who is the Managing Partner and Portfolio Manager at L. Roy Papp Associates. Harry's father, Roy, started the firm in 1978, and Harry and his wife, Rose, joined the firm in 1981. Harry has a fascinating background in the investment industry, and is a cornerstone of the Arizona investment community, helping families and serving on multiple, not-for-profit boards over his 40-plus-year career.
Together, they'll unravel the complexities of the financial market, from custom portfolio design to the intriguing world of bond vigilantes. Harry packs a punch with years of hands-on investment expertise. He'll give you a behind-the-scenes look into selecting individual securities, tailoring asset allocation, and the cachet that comes with the CFA designation. We'll also get a glimpse into Harry's corporate voyages learning how company activities mirror in their financial books and why timing in investment is everything.
Harry's influence doesn't stop at financial statements. He's a strong advocate for social
responsibility and is deeply invested in philanthropic work. Join us to find out how he's balancing a remarkable career in finance while making a tangible impact in the community on this episode of Valley Investors.
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