Tune in to hear:

• What did Ryan see about the way people were managing private investments that made him think his company Arch needed to exist?
• How does Ryan think the constant feedback and news around public markets affects investors and can the relative quiet of private markets give us a different experience from a behavioral perspective?
• What can the longer time horizon of private markets teach us about patience, conviction, how to invest and delayed gratification?
• For investors who rely exclusively on public markets, what sorts of exposure might they be missing from their portfolio? What role should private markets play in filling these potential gaps in exposure?
• What are Ryan’s thoughts around who should have access to private markets?
• What role can tech play in making private market investing more equitable?
• Does the Arch diligence tool ever tell investors to run far away from certain investments?
• Should the technique used to vet private companies differ in a meaningful way from the way investors and advisors vet public companies?
• Do some of the constraints around investing in private companies (e.g. the project just beginning to break ground) lead to more optimal or suboptimal investor behavior?
• What is Ryan’s prediction for the future of private markets?
• What is something that someone has done for Ryan, or something that he has experienced, that has fundamentally changed how he thinks about showing up for the people around him?

Links

• Ryan Eisenman on LinkedIn
• Ryan Eisenman on Twitter
• Arch

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2522-U-26243

Tune in to hear:

• What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion?
• How does an oldschool, value and dividend focused shop like John’s get folks interested in this style of investing that is so well supported but seems to almost be forgotten in the present day?
• Has John found that when clients have an income element to their portfolio, they are more settled and more able to stay the course?
• How does Crawford Investment Counsel think about risk reduction in a portfolio, both behaviorally and otherwise?
• Does John look at things like beta, or is he looking exclusively at absolutely fundamental things in terms of the quality of the company?
• Where in a company’s lifecycles does Crawford Investment Counsel look and why do they believe this is a source of potential alpha?
• How does Crawford Investment Counsel ensure that they never stray from their first principles in difficult times?
• What in particular has John done to raise gentle, kind and grateful children in a world where children of means can sometimes act entitled?
• If John was approached by a 30 year old investor today, and they were asking for one piece of personal financial advice, what would he tell them?

Links

• Crawford Investment Counsel

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2521-U-26243

Tune in to hear:

• If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be?
• What compelled Matt to write his new book, Shut the F Up and Listen, and why did he think this message was particularly important in this moment we are in?
• The impulse to listen in order to respond, or to listen in order to solve a problem, is a really human impulse. How can we move beyond this and begin listening just for the sake of listening?
• What does it look like when one enters a conversation with intent and how does that look different from more opportunistic forms of listening?
• How can advisors best read what’s not being said in the room, through body language or otherwise, while remaining sensitive?
• How would Matt advise advisors to think about creating the optimal conditions for psychological safety in their offices?
• Is there ever a time that advisors should be more directive with their clients?

Links

• Matt Halloran on LinkedIn
• Matt Halloran on Instagram
• Shut the F Up and Listen

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 2499-U-26243