EPISODE · Jul 29, 2024 · 54 MIN
Exploring OCIO Services and Institutional Investing with Joe Taiber
from Alt Funds Network · host Mike Schroeder & Skyler Steinke
Find us online: https://altfunds.io/Email us with topic ideas: [email protected]: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Joe Taiber:Website: https://taiberkosmala.com/Website: https://www.taikoadvisor.com/LinkedIn: https://www.linkedin.com/company/taiber-kosmala-and-associates-llc/LinkedIn: https://www.linkedin.com/company/taikoadvisor/Twitter: https://twitter.com/taikoadvisor Timestamps: 00:00 Morning Commute and Weather Talk01:03 Unexpected Hailstorm in Omaha02:25 Introduction to Joe's Background05:24 Founding Tyre GM and Early Challenges06:50 Naming the Companies: Taiber Kosmala and Taiko08:27 OCIO and RIA Market Insights15:49 Custom OCIO Business Model27:29 Client Collaboration Dynamics28:06 Investment Committee Meetings29:02 Monthly and Weekly Client Interactions29:53 Sales and Operations Support31:20 Final Thoughts on RIA Business31:50 Introduction to Institutional Business32:14 Institutional Client Services33:07 Manager Evaluations and Recommendations34:06 Institutional Client Interactions36:35 Alternative Investments and Trends45:10 Managing Client Expectations47:28 Short-term and Long-term Market Views51:26 Guilty Until Proven Innocent Approach52:48 Conclusion and Contact Information Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: Joe Taiber is CEO at Taiko and Taiber Kosmala. Taiko is a boutique OCIO solution built for wealth managers, and Taiber Kosmala is an institutional investment consulting firm advising on nearly $15 billion in client assets. Joe has been in the investment consulting industry for over 25 years, and has extensive experience in alternative investments, asset allocation studies, manager evaluation, capital markets research and more. Description: In this episode, Joe Taiber discusses his daily biking routine, current weather patterns, and the impact of unusual storms in Omaha. He shares insights about his background in IT, his long standing partnership with Phil Kosmala, and their journey from institutional consulting to launching their own firm, Taiber Kosmala. Joe elaborates on their innovative OCIO service, which provides tailored investment platforms for RIAs, and their significant role in the landscape of traditional and alternative investments. He delves into their philosophy of 'guilty until proven innocent' for alternative investments, the importance of managing client expectations, and future trends in financial markets. Whether you're interested in the intricate workings of institutional investing, the growing relevance of OCIO services, or the evolving landscape of alternative investments, this episode offers valuable insights.
NOW PLAYING
Exploring OCIO Services and Institutional Investing with Joe Taiber
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.