Mastering Market Dynamics From Hedge Funds to Financial Resilience | Heather Loomis-Tighe

Heather Loomis Tighe is the founder and CEO of Loomis Capital Management, where she serves as the chief investment officer for significant family offices. Before founding her firm, Heather held key roles at Glenn Capital, BlackRock, and JP Morgan. Her impressive career includes managing a $13 billion fixed income business and founding the Women's Insight Series and Education at JP Morgan.Listeners can learn more about Heather Loomis Tighe on X @HLoomis and on IG @heatherloomisNotes: (0:00) Welcome to the CashFlow Quest Podcast! (0:10) Jen welcomes guest, Heather Loomis Tighe to CashFlow Quest (2:30) Heather's early career and education (4:00) Choosing between the CIA and a Hedge fund (9:00) The Hedge Fund - learning to trading game (15:00) Managing risk during the financial crisis(19:30) Post-crisis reflections and Loomis Capital Management(25:30) Advice for young professionals(35:30) Asset allocation strategies(40:30) Non-correlated investments(48:00) Commodities and currencies(54:30) Personal investment strategies(56:00) Heather’s cashflow recommendations(59:30) A barbell approach to balancing risk in investments(1:06:00) Market predictions and final thoughts--- Blake Comfort Co-Founded Comfort Communities in 2008 and began working to acquire manufactured home communities in order to build the investment and management company that exists today. Comfort Communities first manufactured home community was purchased in 2009 and has continued to grow and purchase many more manufactured home communities ever since. Jennifer Purcell Co-founded Comfort Communities and brought a professional management and accounting skillset to the team. She previously worked with R&V Management in San Diego to help manage their Multi-family apartment portfolio. Since 2009 she has been working to build the Comfort Communities management team while also coordinating with all of the Investors and business advisors.