Plus 1: Exceeding Expectations with Rusty Vanneman (#3)

Описание: In this episode Josh and Paisley welcome Rusty Vanneman, CFA, CMT, BFA, a seasoned investment professional with over three decades of experience. The conversation covers Rusty's unique background, the evolution of asset management, the importance of relationships in investing, and how to differentiate oneself in a predominantly passive investment landscape.

Rusty shares powerful insights on active vs passive investing, the importance of behavioral finance, and his philosophy of “X + 1” — how expectation-setting + client service creates long-term success. He also opens up about building high-performing teams, leadership lessons, and how living with purpose outside of work fuels better performance in it.

He also introduces his new podcast, 'Invest Well Be Well,' and reflects on the influential figures in his career.


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⏱ Chapters / Timestamps

00:00 – Introduction & Welcome

01:00 – Meet Rusty Vanneman: Investor, leader & mentor

02:00 – From cattle ranching to Wall Street

04:00 – Rusty’s career path: Lehman Brothers, Fidelity & E-Trade

07:30 – Changes in investing: Active vs Passive shift

10:30 – Behavioral finance: Lessons from market downturns

13:00 – The “X + 1” formula for client success

16:00 – Why communication matters more than performance

19:00 – Turning commodity investing into a trusted brand

21:00 – Leadership lessons: building high-performing teams

25:00 – Culture & trust in investment teams

28:00 – Coaching underperformers with structure & vision

31:00 – Managing generational differences in finance

34:00 – Creating connection in remote teams

37:00 – Coaching mindset: Learning power = earning power

39:00 – Life beyond finance: Routines, energy & balance

43:00 – Morning vs evening habits for peak performance

47:00 – Principle-based living & stronger decision-making

50:00 – Rusty’s new podcast “Invest Well Be Well”

54:00 – How to build an evergreen podcast

58:00 – Key influences: mentors, bosses, & father’s lessons

01:02:00 – What Rusty learned from interns & junior analysts

01:06:00 – The importance of constant improvement

01:09:00 – Final reflections & thank yous

01:10:00 – Outro & disclaimer

The views and opinions expressed are those of the hosts and do not reflect the views of any employer or firm. This podcast is for informational and entertainment purposes only and should not be considered investment, legal, or tax advice.