For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group.
David co-founded the firm’s $2.2 billion asset management division where he developed its investment philosophy and process and was the lead portfolio manager.
David perfected his teaching style as an investment consultant to numerous not-for-profit institutions where he assisted the board and staff in overseeing billions of dollars in endowment assets.
His former institutional clients include The Texas A&M University System, the University of Puget Sound, and the Sierra Club Foundation.
Join Brian from INVESTOR IN THE FAMILY as he interviews Brad Thomas to learn more about how REITs work and how to find value when researching them.
Listen to this interview to hear more about Shailesh's investing philosophy and how he goes about researching and making investments.
Cody Willard from Trading With Cody, Scutify.com, and MarketWatch joins Brian with INVESTOR IN THE FAMILY to discuss his personal style of investing and offer some tips and best practices to help you learn to invest.
Disclaimer: We own shares in Wall Street All-Stars, LLC which is the parent company of Scutify.com.