Between Meetings with Matt Heine

Ep 69: Building a wealth business with investment insight – David Wright

Jul 19, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
How Did You Become a Research Analyst?
02:50 • 2min
3
How Do You Manage the Fun in the Insurance Industry?
05:00 • 2min
4
Zeneth - What Was the Impetus for the Business?
07:03 • 3min
5
Direct Equity - How Much Pressure Overtime Have You Had to Expand the Type of Research?
09:38 • 3min
6
What's Your Personal Motto?
12:33 • 2min
7
How Do You Delegate?
14:08 • 5min
8
The Education Aspect of Managing Investments
19:14 • 4min
9
Are Managed Accounts a Better Choice for Advisers?
23:20 • 2min
10
Are Managed Accounts a Realistic Business Model?
25:12 • 2min
11
The Challenge of Responsible Investment Portfolios
27:22 • 3min
12
Transitions in the Atan and the Reasons for Under Performance
30:02 • 1min
13
The Challenges of ESG Data
31:31 • 3min
14
Retirement Income - What Are You Doing in That Space?
34:06 • 4min