Premium Only Content

Today's Take with Andrew O'Donnell | Insights from Elm Wealth Founder Victor Haghani
In this episode of Today's Take, Andrew O'Donnell sits down with Victor Haghani, the founder and Chief Investment Officer of Elm Wealth, to explore his journey in the financial world and the innovative investment strategies his firm employs.
📢 Share your thoughts in the comments!
📺 Like & Subscribe for more market insights!
CHECK OUT OUR SUBSTACK: https://substack.com/@themarketmindset
WEBSITE:
https://themarketmindset.ca/
About Victor Haghani
Victor Haghani has a distinguished career spanning over four decades in the financial markets. He began at Salomon Brothers in 1984, where he became a Managing Director in the bond arbitrage group. In 1993, he co-founded Long-Term Capital Management (LTCM), a hedge fund known for its sophisticated quantitative strategies. Following LTCM, Victor continued to innovate in the field of finance, leading to the establishment of Elm Wealth in 2011. The Elm Wealth Story Elm Wealth was born out of Victor's desire to find a sensible, cost-effective way to manage his family's wealth. Dissatisfied with existing options, he developed Dynamic Index Investing®, a strategy that combines the benefits of passive investing with dynamic market responsiveness. This approach emphasizes global diversification, cost and tax efficiency, significant use of equities, and consistent investment sizing decisions. Key Discussion Points • Evolution of Investment Strategies: Victor shares insights from his extensive career, discussing how investment strategies have evolved over the years and the lessons learned from his experiences at Salomon Brothers and LTCM.
• Dynamic Index Investing®: An in-depth look at Elm Wealth's unique investment philosophy, which aims to provide clients with the credibility and acumen of a leading hedge fund, alongside the simplicity and cost-effectiveness of a robo-advisor.
• Financial Decision-Making: Drawing from his book, "The Missing Billionaires: A Guide to Better Financial Decisions," Victor discusses common pitfalls in financial decision-making and how investors can avoid them. Don't miss this insightful conversation with one of the industry's leading thinkers.
Remember to LIKE, COMMENT, and SUBSCRIBE for more expert discussions on market innovations!
#TodaysTake #AndrewODonnell #MarketMindset #VictorHaghani #ElmWealth #DynamicIndexInvesting #FinancialInnovation #InvestmentStrategies #WealthManagement #FinancialDecisions #MarketInsights #InvestmentPhilosophy #FinancialLiteracy #HedgeFunds #PassiveInvesting
-
LIVE
Lofi Girl
2 years agolofi hip hop radio 📚 - beats to relax/study to
378 watching -
2:23:21
PandaSub2000
5 days agoMadison VR (Part 4) | PSVR 2000 (Original Live Version)
18.6K2 -
2:34:32
Badlands Media
5 days agoCODEX 9/11
295K254 -
1:53:43
Nerdrotic
8 hours ago $0.30 earnedMysteries of 3I/ATLAS | Forbidden Frontier #113
52.1K5 -
2:04:21
vivafrei
1 day agoEp. 278: D.C. Peace Wave! Big Tish & Nipple Judge SPANKED! "Maryland Man" Trafficker FREE & MORE?
109K129 -
3:02:42
Damysus Gaming
4 hours agoBorderlands 3 - Part 8 - FL4K Time | Children of the Vault be Warned!
22.4K -
1:30:28
Patriots With Grit
8 hours agoWhat You Should Know About Harmful Vaccine Ingredients And What To Say To Your Doctor, Pediatrician, Health Department or School When They Pressure You, Your Kids Or Your Family Members | Dr. Bryan Ardis, D.C.
18.6K8 -
2:21:12
This is the Ray Gaming
4 hours ago $0.03 earnedSunday Night Live with the Boys | Rumble Premium Creator
10.5K -
2:02:16
ItsMossy
4 hours ago🍃NEW MIC WHO THIS🍃DRIVING SIM GO BRRR🍃420 SESH🍃
6.8K1 -
3:00:58
THOUGHTCAST With Jeff D.
4 hours agoSunday night Fortnite With ScottishVikingGaming & crew
4.95K1