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Peter interviews fellow Chief Investment Officer and investment-industry thought leader, Phil Huber.
Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely qualified to help investors design, implement, and stick with evidence-based portfolios built to hit long-term financial goals.
Phil is the Chief Investment Officer (CIO) for Savant Wealth Management, a multi-billion dollar wealth management firm, and the new book: The Allocators Edge: A Modern Guide to Alternative Investments and the Future of Diversification.
Listen now and learn:
- How the role of Chief Investment Officer has changed over time
- Insights from Phil’s new book, The Allocator’s Edge
- How Phil defines “long term” invests his own money
Show Notes
- The modern CIO has to be great at more than due diligence, portfolio construction, and overseeing group decision making — excellent communication is requrired. How does that impact your day to day work?
- How do you perform due diligence?
- When it comes to group decision making, what are challenges you face and strategies you use?
- What books have had the greatest influence on your investment philosophy and process?
- Tell us about writing your new book, “The Allocators Edge.”
- If someone could only read one chapter, what chapter would you tell them to read and why?
- How do you coach your clients through difficult periods with certain alternative exposures?
- How do you get clients to stay the course during difficult periods?
- What is in your portfolio?
- What does “long-term” mean to you?
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Until next time…to Long Term Investing.
Resources
- Phil Hubers book: The Allocator’s Edge: A Modern Guide To Alternative Investments and the Future of Diversification
- Phil’s Blog: Bps and Pieces
- The books that have impacted Phil’s investment philosophy and investment process: Expected Returns, The Most Important Thing, Larry Swedroe
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Until next time, to long-term investing!
About the Podcast
Long term investing made simple. Most people enter the markets without understanding how to grow their wealth over the long term or clearly hit their financial goals. The Long Term Investor shows you how to proactively minimize taxes, hedge against rising inflation, and ride the waves of volatility with confidence.
Hosted by the advisor, Chief Investment Officer of Plancorp, and author of “Making Money Simple,” Peter Lazaroff shares practical advice on how to make smart investment decisions your future self with thank you for. A go-to source for top media outlets like CNBC, the Wall Street Journal, and CNN Money, Peter unpacks the clear, strategic, and calculated approach he uses to decisively manage over 5.5 billion in investments for clients at Plancorp.
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