119 What the Financial Industry Doesn’t Tell You with Patrick Geddes

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/   We talk about How did Aperio scale from 0-42 billion under management? What is a company’s 3-hat rule? How often do you think a CEO should be reviewed? What are the differences with negative screening vs positive screening for ESG when it comes to investing?     Connect with Patrick Geddes https://www.linkedin.com/in/patrick-geddes-929b15213/ Email [email protected]