Adam Torres and Patrick Geddes discuss Patrick’s new book.
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Show Notes:
New book alert! In this episode, Adam Torres and Patrick Geddes, Author of Transparent Investing and Co-Founder & Former CEO of Aperio Group, explore Patrick’s new book, Transparent Investing: How to Play the Stock Market without Getting Played.
Watch Full Interview:
About Patrick Geddes
From early in his career in the investment industry, Geddes was eager to look out for consumer interests above the industry’s motivations. That passion led him to serve as Research Director and CFO at the financial services firm, Morningstar; teaching graduate-level portfolio theory at UC Berkeley Extension; co-founding Aperio Group, a $42 billion investment management firm (as of the end of 2020) with a consumer-first, honesty-based mission; and retiring in 2021 to work on a lifelong goal—penning Transparent Investing.
Patrick is known for taking the dry and often difficult to understand topic of investing and turning it into one that’s easily understood with plenty of his signature humor along the way. And over the last few decades, he’s done exactly that, sharing his insight, stories, and humor to both consumer and professional audiences in the world of investing.
If you’re interested in inviting Patrick to speak at your next investment-related event, inquire here:
https://patrickgeddes.co/speaking/
About Transparent Investing
Transparent Investing is for you if you’re…
- Wary of the investment world
You don’t fully trust the investment industry but aren’t quite sure how to approach the challenge of managing your money.
- Looking to hire an investment advisor
You are inclined to hire someone to handle your portfolio for you, but you want to be an informed consumer and know what questions to ask.
- New to investing
You’re just getting started and want to learn how the whole thing works.
- A do-it-yourself investor seeking guidance and information
You already manage your own portfolio or think that’s the right fit for you, but you want to know more about the best way to invest.
- Intimidated by the thought of investing
You realize you need to figure out whether to do this yourself or hire someone, but you don’t know where to start, and you suspect that you’re in danger of getting sold a lot of things that may or may not be right for you.
- Fascinated by how the brain works when investing
You are intrigued by the practical implications of all the recent progress in understanding how the human brain operates when it comes to investing.
