We Study Billionaires - The Investor’s Podcast Network TIP416: High Finance Strategies for New Investors w/ Joe Percoco
Jan 23, 2022
Joe Percoco, Co-founder and Co-CEO of Titan, shares insights from his journey in finance, including lessons from McKinsey and Goldman Sachs. The conversation dives into Titan's mission to democratize high finance for millennials, who are facing significant wealth disparities. Joe discusses innovative investment strategies tailored for new investors, stressing the importance of financial education. He also highlights mentorship lessons that guide his operational framework and strategies for building successful financial teams.
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Joe's Investing Journey
- Joe Percoco couldn't invest his own money until age 26 despite working in finance.
- This frustration, combined with observing the investing landscape, led him to start Titan.
Investing Use Cases
- There are three use cases for investing: automated investing, self-directed investing, and managed investing.
- Titan focuses on the third use case by building a modern platform for managed investing.
Titan's Moat
- Titan aims to build a platform with network effects and first-mover advantages, similar to creator tools.
- They want to empower both in-house managers and external advisors.