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.
Greg interviews Mike Zlotnik on the second episode of season 2. Mike moved to the US from Moldova (USSR) at a very young age. After a 15 year career in IT and Risk Management, Mike made the shift over to Real Estate Investing. Mike joined the Tempo Fund in 2009, and eventually went on to launch several other real estate focused funds with Tempo as CEO. Mike speaks about the importance of keeping fees low, and diversification. Mike hosts the BigMikeFund Podcast and consults as a bu...
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.
