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.
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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.

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