Greg interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever "Update" episode. John started putting together his fund in early 2020 right before COVID, but has found that there is a better fit with a Separately Managed Account approach. He has partnered with Exceed Investments, a mutual fund manager to offer these services to the very fragmented RIA space across the United States.
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Greg interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever "Update" episode. John started putting together his fund in early 2020 right before COVID, but has found that there is a better fit with a Separately Managed Account approach. He has partnered with Exceed Investments, a mutual fund manager to offer these services to the very fragmented RIA space across the United States.
Episode 14 - Greg Poapst, Glide Capital & Fundviews
Fundviews Podcast
46 minutes
5 years ago
Episode 14 - Greg Poapst, Glide Capital & Fundviews
Molly Canfield-Poapst interviews Greg Poapst. Greg is the host of the Fundviews Podcast and Head of Operations for Glide Capital. Greg grew up in Brockville, Canada and moved to Ottawa, Canada to study at Carleton University. Greg speaks about his time studying at Carleton, and how he figured out his career path. He switched majors three times and went back for an additional year of finance courses in order to learn more and find a foot in the door in investment management. Greg...
Fundviews Podcast
Greg interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever "Update" episode. John started putting together his fund in early 2020 right before COVID, but has found that there is a better fit with a Separately Managed Account approach. He has partnered with Exceed Investments, a mutual fund manager to offer these services to the very fragmented RIA space across the United States.
