This podcast series started as a special "capsule" focused on the 2021 Provost Election at Trinity College Dublin, which saw Linda Doyle elected as the first female provost in the institution's 429 year history. Inspired by Linda's focus on the intersection of Engineering and the Arts, we have curated a series of compelling podcasts with individuals who transcend traditional subject matter barriers. These people #choosetochallenge every day and listening to them will force you too to challenge your assumptions and see the enormous potential when we think outside the box and let ideas be cross-fertilized. In February 2023 we are using this platform to promote our Love Series about the loves and passions that our guests hold outside or as their careers. We learn about what these passions can teach us and how they can make us the professionals we are.
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This podcast series started as a special "capsule" focused on the 2021 Provost Election at Trinity College Dublin, which saw Linda Doyle elected as the first female provost in the institution's 429 year history. Inspired by Linda's focus on the intersection of Engineering and the Arts, we have curated a series of compelling podcasts with individuals who transcend traditional subject matter barriers. These people #choosetochallenge every day and listening to them will force you too to challenge your assumptions and see the enormous potential when we think outside the box and let ideas be cross-fertilized. In February 2023 we are using this platform to promote our Love Series about the loves and passions that our guests hold outside or as their careers. We learn about what these passions can teach us and how they can make us the professionals we are.
Episode 207: Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on The Who
Fiftyfaces Focus - Intersections
41 minutes
1 year ago
Episode 207: Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on The Who
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.Our conversation starts with a quick summary of Brian’s background, his academic journey through politics, economics and sociology and his love of teaching. We trace this speciality into his career in investing, which always involved a deep involvement in learning and education, and then examine his research around wealth, and in particular the study of the goals of wealth management.Brian is credited with coining the term “funded contentment” and we establish what this is, and why the concept has resonated so well with his audience. We also dissect the current state of behavioral science and in particular examine the type of behavior that a chief behavioral officer might focus on.Brian asks whether we should be focusing on the “who” and not simply the “why” when it comes to analyzing a client’s objectives. He posits that everyone has multiple versions of themselves now and in the future. He suggests that a really, really good financial plan is going to tap into those multiple identities and that requires the adviser to have some good questions prepared and some thinking on this topic.This is a robust and stimulating discussion about what matters for financial advisors, their clients and the future evolution of the industry. There is more information about Shaping Wealth and their Outsourced Chief Behavioral Officer program here: https://www.shapingwealth.com/This podcast is brought to you with the kind support of Tom Raber and Alvine Capital, a specialist investment advisor and fund placement boutique with offices in London and Stockholm. An early adopter of the “reverse enquiry” form of placement, Alvine relies on insight and dialogue with its pan-European investor base to develop and source investment solutions from a wide variety of industry providers.
Fiftyfaces Focus - Intersections
This podcast series started as a special "capsule" focused on the 2021 Provost Election at Trinity College Dublin, which saw Linda Doyle elected as the first female provost in the institution's 429 year history. Inspired by Linda's focus on the intersection of Engineering and the Arts, we have curated a series of compelling podcasts with individuals who transcend traditional subject matter barriers. These people #choosetochallenge every day and listening to them will force you too to challenge your assumptions and see the enormous potential when we think outside the box and let ideas be cross-fertilized. In February 2023 we are using this platform to promote our Love Series about the loves and passions that our guests hold outside or as their careers. We learn about what these passions can teach us and how they can make us the professionals we are.
