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 23 - Heeten Doshi, Doshi Capital Management
Fundviews Podcast
33 minutes
4 years ago
Episode 23 - Heeten Doshi, Doshi Capital Management
Greg interviews Heeten Doshi, founder of Doshi Capital Management. After some first-hand money management experience at Rutgers, Heeten decided to go into investment management. Heeten started his career in a rotational leadership program at Lucent as the company stock took a tumble from $90 to less than $1 a share. It took several years and several companies later (along with two masters’ degree and a CFA) but he eventually ended up at Morgan Stanley as an equity analyst. Heeten was a rising...
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.
