Rusty Vanneman (Live at Ascent in Orlando, FL)

Tune in to hear: - What is the philosophy of investing Rusty grounds himself in and how does it keep his head on straight when he makes investment decisions? - For someone who is in a position to make material decisions about others’ money - what responsibility do they have to “do the work” around understanding their own values, biases and behavior? - What steps does Orion, as an institution take, to try to avoid falling prey to behavioral missteps? - How do you make the distinction between being flighty about your investment philosophy and having the maturity to change your mind when the facts change? - How does Rusty think about maximizing anxiety-adjusted returns and creating human first, bespoke portfolios? - If Daniel was getting paid to consult a mutual fund PM what would his one key takeaway be? - Does Daniel have any good tips for investment committee members? https://podcasts.apple.com/us/podcast/orions-the-weighing-machine/id486850755 Compliance Code: 0737-OAS-3/13/2023