Published Apr 12, 2015

Founder and CIO Rick Ferri: Masters in Business (Audio)

Explore Rick Ferri's transformative journey from a Marine Corps pilot to a finance visionary, as he delves into the merits of passive investing, critiques smart beta strategies, and reveals his approach to scaling financial services and leveraging technology for client success.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Masters in Business

Founder and CIO Rick Ferri: Masters in Business (Audio)

Topics covered

Popular Clips

Indexing and Market Dynamics

Asset Management Insights

Wealth Management Insights

Smart Beta Debate

ETF Irony Explained

Market Performance Insights

Future of Advisory Services

Alpha and Inefficiencies

Staying the Course

Client Compatibility

Lessons in Business

Managing Investor Psychology

Client Relationships

Indexing and Behavior

Episode Highlights

Path to Finance

Investment Philosophy

Business Insights

Related Episodes

Interview With Ken Fisher: Masters in Business (Audio)

Interview With Ken Fisher (Part 2): Masters in Business (Audio)

Cambria CIO Meb Faber: Masters in Business (Audio)

Masters in Business: Altegris Group CIO Jack Rivkin (Audio)

Interview With Jeff Maggioncalda: Masters in Business (Audio)

CFA Charlie Ellis: Masters in Business (Audio)

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Interview With Charles D. Ellis: Masters in Business (Audio)

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Vanguard CEO Bill McNabb: Masters in Business (Audio)

Steven Romick on Portfolio Investments (Podcast)

Financial Advisor Nick Murray: Masters in Business (Audio)

Founder and CIO Rick Ferri: Masters in Business (Audio)

Topics covered

Popular Clips

Episode Highlights

Path to FinanceRick Ferri's transition from a Marine Corps pilot to a finance innovator showcases his adaptability and foresight. His journey from Wall Street to founding Portfolio Solutions highlights pivotal moments that shaped his career in asset management.

Path to Finance

Investment PhilosophyRick Ferri shares his insights on the benefits of indexing over active management, emphasizing the cost-effectiveness and reliability of passive investing. He also critiques smart beta strategies, advising caution due to their potential risks and marketing-driven nature.

Investment Philosophy

Business Insights

Related Episodes