EPISODE · Nov 3, 2022 · 30 MIN
Kurt Brown (Live from Fuse in Park City)
from Standard Deviations with Dr. Daniel Crosby · host Kurt Brown, Dr. Daniel Crosby
Tune in to hear: - How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise? - How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence? - When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active? - In the current market we are in, which is of course a little volatile, how would Kurt encourage people to think about active vs. passive management? - How can we better manage our tax alpha? https://www.townsquarecapital.com Compliance Code: 2049-OAS-10/28/2022
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What this episode covers
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kurt Brown. As CEO and Chief Investment Officer, Kurt has led TownSquare to be among the fastest growing OCIO / TAMP programs in the industry. Launched in 2017, TownSquare oversees $5.0 billion of institutional and high-net-worth AUM. Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 30 years of both buy and sell-side capital markets experience, Kurt has managed portfolios for Fortune 500 companies, hedge funds, university endowments, Taft Hartley plans, bank trust portfolios, and individual retirement accounts. Prior to forming TownSquare, Kurt was a principal at Alta Capital, a high-quality growth equity manager based in the mountain states, and Bank of America / Montgomery Securities, where he advised institutional clients on trading and risk management issues including the divestiture and hedging of concentrated equity positions and the creation of structured product. In addition to his investment work, Kurt is frequently called upon to speak at investment conferences, universities, and CPA and Estate Planning conferences. Topics include capital markets inefficiencies and conflicts of interest associated with investment products and brokerage firms. Kurt studied Finance and Economics at Brigham Young University where he currently serves as an adjunct professor and board member of The Ballard Center for Economic Self Reliance.
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Kurt Brown (Live from Fuse in Park City)
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