Brett Barth

Brett Barth, the Founder and CIO of BBR Partners, discusses his journey in the finance world while managing over $12.5 billion for families. He shares insights on raising twins and the parallels between family dynamics and asset allocation. The conversation dives into strategic investment approaches, balancing risk and return, and the importance of flexibility in asset management. Barth also explores unique opportunities like music royalties and wireless spectrum, offering practical advice for both individuals and institutional investors.

Join Brett Barth, a partner at BBR Partners, Jon Harris from Alternative Investment Management, and Casey Whalen, partner at Truvvo Partners, as they mix fun with finance. They reflect on the lasting impacts of COVID-19, share candid views on cryptocurrency, and discuss the importance of mentorship in shaping their careers. The conversation dives into the evolving landscapes of private equity and hedge funds, ethical investing practices, and the urgent need for diversity in the finance industry, all with a spirit of friendship and camaraderie.

Meredith Jenkins from Trinity Wall Street, Casey Whalen from Truvvo Partners, Brett Barth from BBR Partners, and Jon Harris from Alternative Investment Management gathered for a lively discussion. They explored long/short hedge funds and the challenges in tech markets. The group dove into investment strategies in Africa, while Casey revealed insights on private markets. Jon honored his late father, Ira Harris, amidst their banter. The blend of personal stories and investment wisdom highlighted the nuances of navigating today’s market dynamics.