[REPLAY] Brian Portnoy From Complex to Simple (Capital Allocators, EP.57)

Published: April 20, 2020, 9:15 a.m.

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Brian Portnoy Brian is\\xa0currently the Director\\xa0of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he\\xa0strives to simplify the complex world of money in an effort to help investors make better decisions and lead a joyful life.\\xa0For the past two decades, he has held senior investment, research, and strategy roles in the hedge fund and mutual fund industries at Chicago Equity Partners, Mesirow Financial, and Morningstar.\\xa0

Brian is the author of \\u201cThe Investor\\u2019s Paradox,\\u201d a book about manager selection rooted in choice theory.\\xa0 His second book, \\u201cThe Geometry of Wealth\\u201d hits electronic and physical bookstores this week.

Our conversation covers Brian\\u2019s experience in manager research and lessons learned, choice theory and managing expectations, differences between institutional investment and private wealth management, distinction between seeking wealth and trying to get rich, his terrific new book, and why volatility is risk. Brian\\u2019s insightful take on investing and his journey from the complex to the simple is full of investment nuggets of gold.

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