327: The Pursuit of the Perfect Portfolio with Steve Foerster

My guest today is Steve Foerster. Steve is a Professor of Finance at Ivey Business School and holds a Ph.D. from the Wharton School and a CFA designation. He’s won numerous teaching and research awards, including the William F. Sharpe Award, written textbooks, and is a former director and chair of the investment committee of Western’s alumni endowment fund.

On top of all of that, he’s published over 50 articles in journals such as the Journal of Financial Economics, the Journal of Finance, and the Financial Analysts Journal. His list of accomplishments are incredible, and I’m thrilled to have him on the show today to dig into his wisdom.

In his latest book, In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest, Steve and coauthor Andrew Lo tell the story of modern investing by profiling and interviewing some of the most prominent figures in the world of finance, including six Nobel Laureates and an innovator in the world of mutual funds. Through this work, he allows us to explore what the perfect portfolio might be–and shares fascinating information about how we invest today.

In our conversation, Steve and I discussed how he chose the 10 innovative investors who became the focus of his new book, how to take distinct investing approaches, and create a “super portfolio.” We’ll also dig into what goes wrong in so many conversations between investors of all ages and their financial advisors and much more.

GET A FREE COPY OF STEVE’S BOOK, IN PURSUIT OF THE PERFECT PORTFOLIO: THE STORIES, VOICES, AND KEY INSIGHTS OF THE PIONEERS WHO SHAPED THE WAY WE INVEST.

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Show Notes: RetireWithPurpose.com/327

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