As uncertainty clouds the realm of traditional safe assets, a financial revelation is poised to reshape investment strategies. Finance experts Victor Haghani and James White, co-authors of the soon-to-be-released book, The Missing Billionaires: A Guide to Better Financial Decisions (Wiley on September 6, 2023), offer a novel approach to measuring returns and evaluating risk.
In a world with no perfectly safe asset, they unveil a fresh approach to financial decision-making that challenges conventional wisdom.
These seasoned professionals are available for interviews, articles, and expert commentary, offering unique perspectives on various aspects of financial choices. They can dive into key topics such as:
- Redefining Risk and Return: Explore how the concept of a personalized standard of living index challenges traditional notions of risk and return in investments.
- Unveiling Hidden Risks: Discuss the surprising risks associated with seemingly safe assets like T-bills when viewed through the lens of a Constant Standard of Living (CSL) annuity.
- Equities Reimagined: Dive into revelations about equities and their alignment with the CSL annuity concept, potentially offering a more secure investment option than previously thought.
- Personalized Financial Planning: Learn how individuals can adapt their investment strategies based on their unique spending patterns and create portfolios that better preserve their standard of living.
- Navigating an Uncertain Landscape: Delve into the practical implications of embracing the CSL annuity perspective, offering guidance on constructing resilient portfolios to thrive in an evolving financial environment.
Victor Haghani has 40 years’ experience working and innovating in the financial markets, and has been a prolific contributor to academic and practitioner finance literature. He founded Elm Wealth in 2011 to help clients, including his own family, manage and preserve their wealth with a thoughtful, research-based, and cost-effective approach that covers not just investment management but also broader decisions about wealth and finances. Victor started his career at Salomon Brothers in 1984, where he became a Managing Director in the bond-arbitrage group, and in 1993 he was a co-founding partner of Long-Term Capital Management. He lives in London and Jackson Hole, Wyoming.
James White has spent two decades working in finance, covering the gamut of quantitative research, market-making, investing, and wealth management. He is currently the CEO of Elm Wealth, and previously has held research, trading, and executive roles at PAC Partners, Citadel, and Bank of America. He lives in Philadelphia.
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Victor Haghani TEDx Talk: Where are all the Billionaires and Why Should We Care?
Thank you,
Glenda, Charlie and David Cates
