

Kari Firestone, Co-Founder & Chair Emerita of Aureus Asset Management and Host Todd S. Rich, Co-Founder & Partner of Declaration Partners
Jan 16, 2025
Kari Firestone, Co-founder and Chair Emerita of Aureus Asset Management, shares her wisdom on the four R’s of risk from her book 'Even the Odds.' She delves into her journey in finance, reflecting on mentorship and the unique challenges faced by women in the industry. Kari emphasizes the importance of trust in investment and the innovative endowment strategies tailored for family investors. Additionally, she discusses the joy of simple moments and her commitment to philanthropy, highlighting how personal connections contribute to true happiness.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 3min
Charting the Course: A Journey Through Finance
02:48 • 19min
Founding Principles and Aspirations of Aureus Asset Management
22:13 • 3min
Innovative Endowment Strategies for Family Investors
25:21 • 16min
Embracing Change: A Journey Toward Balance and Personal Fulfillment
41:10 • 2min
The Power of Giving Back
43:01 • 4min
The Pursuit of Everyday Happiness
47:11 • 2min
Positive Reflections and Investment Cautions
49:04 • 3min