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Joe Smith: How do you personalize investment portfolios? episode artwork

EPISODE · Jun 10, 2020 · 33 MIN

Joe Smith: How do you personalize investment portfolios?

from The Phil Bak Podcast · host Phil Bak

Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new startup and how they are utilizing technology to deliver customized solutions to financial advisors. Joe and Phil then have a candid discussion about diversity and inclusion in the asset management industry, with Joe recounting his personal experiences and offering ideas for industry improvement in the future.

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Joe Smith: How do you personalize investment portfolios?

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How long is this episode of The Phil Bak Podcast?

This episode is 33 minutes long.

When was this The Phil Bak Podcast episode published?

This episode was published on June 10, 2020.

What is this episode about?

Joe Smith, Founder of Parti Pris Investment Partners joins Phil for a conversation about entrepreneurship, direct index and diversity in the asset management industry. Joe discusses his new startup and how they are utilizing technology to deliver...

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