Скачать или смотреть Bogleheads® on Investing Podcast Episode 038 – Ted Aronson, host Rick Ferri (audio only)

Ted Aronson (https://www.cfany.org/speaker-organiz...) of AJO Partners joins me for a candid discussion about Vanguard's plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program.

We begin with a tribute to David Swenson, the late OIC of Yale Endowment and the founder of the Yale Model, commonly known in the investing world as the Endowment Model. David was outspoken about why individual investors should avoid private equity, and how difficult it is to pick active fund managers who will outperform the capital markets.

Ted joined Drexel Burnham Lambert in 1974 while still a graduate student. He was a member of the Quantitative Equities Group, which managed the Revere Fund, the first actively managed fund registered with the SEC to employ Modern Portfolio Theory. Prior to forming AJO, Ted founded Addison Capital Management. Ted was past chair of the CFA Institute and the Association for Investment Management & Research and is a CFA charterholder. He is also a trustee of Spelman College and chair of its investment committee.

Hosted by Rick Ferri, CFA (https://rickferri.com/), a long-time Boglehead and investment adviser. Recorded on September 28, 2021.

This podcast is supported by the John C. Bogle Center for Financial Literacy (https://boglecenter.net/), a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation (https://boglecenter.net/40-2/) to the Bogle Center is appreciated.

Transcripts are available on the Bogle Center website: https://boglecenter.net/sponsorships-...

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