Exploring OCIO Services and Institutional Investing with Joe Taiber

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Connect with Joe Taiber:

Website: https://taiberkosmala.com/

Website: https://www.taikoadvisor.com/

LinkedIn: https://www.linkedin.com/company/taiber-kosmala-and-associates-llc/

LinkedIn: https://www.linkedin.com/company/taikoadvisor/

Twitter: https://twitter.com/taikoadvisor  

Timestamps: 

00:00 Morning Commute and Weather Talk

01:03 Unexpected Hailstorm in Omaha

02:25 Introduction to Joe's Background

05:24 Founding Tyre GM and Early Challenges

06:50 Naming the Companies: Taiber Kosmala and Taiko

08:27 OCIO and RIA Market Insights

15:49 Custom OCIO Business Model

27:29 Client Collaboration Dynamics

28:06 Investment Committee Meetings

29:02 Monthly and Weekly Client Interactions

29:53 Sales and Operations Support

31:20 Final Thoughts on RIA Business

31:50 Introduction to Institutional Business

32:14 Institutional Client Services

33:07 Manager Evaluations and Recommendations

34:06 Institutional Client Interactions

36:35 Alternative Investments and Trends

45:10 Managing Client Expectations

47:28 Short-term and Long-term Market Views

51:26 Guilty Until Proven Innocent Approach

52:48 Conclusion and Contact Information

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.