Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
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Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller
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In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.
Key Timestamps:
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(0:00) Introductions and background
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(2:48) Career paths in investment management
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(12:43) Cash management strategies in today's high-interest environment
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(13:57) Risk-free rates and building portfolios around them
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(30:00) Tax loss harvesting: overhyped or valuable strategy?
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(31:13) Direct indexing and SMAs - worth it or not?
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(37:01) Dumbest purchases - from $13k couches to levered ETFs
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