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Contenu fourni par Meredith Wegerdt and Harbor Capital. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Meredith Wegerdt and Harbor Capital ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Investing in a Low-Interest Rate Environment: Strategies for Success with Komson Silapachai, CFA® and Partner at Sage Advisory Services

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Manage episode 386302795 series 3461765
Contenu fourni par Meredith Wegerdt and Harbor Capital. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Meredith Wegerdt and Harbor Capital ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Welcome to this episode of The Active Advisor, where your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA®, and Partner at Sage Advisory Services, an investment and asset management company for institutional investors and private clients.
Join us as we discuss the following topics:
  • Komson’s first memory of money
  • The process of building a portfolio
  • The tone and theme of conversations with advisors
  • Notes from the desk: Sage’s weekly market commentary
  • Why active and passive are made up categories

Komson Silapachai is a Partner at Sage Advisory Services and a member of the Investment Committee. Before being named Partner in September 2021, Komson was Vice President of Research and Portfolio Strategy, spanning responsibilities in macro strategy, asset allocation, portfolio construction, and ESG. Prior to joining Sage in 2016, Komson spent nine years at the Teacher Retirement System of Texas, most recently as an investment manager in its Asset Allocation group. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.

Guest Details:

Harbor Capital Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

41 episodes

Artwork
iconPartager
 
Manage episode 386302795 series 3461765
Contenu fourni par Meredith Wegerdt and Harbor Capital. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Meredith Wegerdt and Harbor Capital ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Welcome to this episode of The Active Advisor, where your host, Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Komson Silapachai, CFA®, and Partner at Sage Advisory Services, an investment and asset management company for institutional investors and private clients.
Join us as we discuss the following topics:
  • Komson’s first memory of money
  • The process of building a portfolio
  • The tone and theme of conversations with advisors
  • Notes from the desk: Sage’s weekly market commentary
  • Why active and passive are made up categories

Komson Silapachai is a Partner at Sage Advisory Services and a member of the Investment Committee. Before being named Partner in September 2021, Komson was Vice President of Research and Portfolio Strategy, spanning responsibilities in macro strategy, asset allocation, portfolio construction, and ESG. Prior to joining Sage in 2016, Komson spent nine years at the Teacher Retirement System of Texas, most recently as an investment manager in its Asset Allocation group. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.

Guest Details:

Harbor Capital Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

41 episodes

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