TGCI 98: Moving from spending 24 years in Public Financial Services industry to Private Investments.
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Show Notes
In today's episode, Pancham interviews Ted Greene - an investor relations manager at Spartan Investors.
Ted definitely knows the ins and outs of the industry as he has been an investment adviser for 24 years. After managing bond portfolios, he steps up his game as he recently transferred to dealing with portfolios in private investments with Spartan Investors!
In this episode, listen as Ted will share everything that he learned from his years of experience! He will share key pieces of information he got from his journey and why he transitioned to handling private investments portfolio.
You'll get tons of value from this show as he will also share his formula when investing with examples that could help you - a rookie investor - understand deals more!
Listen and enjoy the show!
Quote:
"I think the biggest lesson that I learned in 24 years of Wall Street is to not look in the rearview mirror and extrapolate that going forward with the assumption 'This is how it always is.'"
Timestamped Shownotes:
- 1:50 - Pancham introduces Ted to the show
- 2:42 - His financial advisor experiences throughout the years
- 5:08 - Why you shouldn't look at past trends when building your portfolio
- 7:53 - Diversifying your portfolio by strategically investing
- 14:07 - How he calculates for self-storage deals
- 23:58 - Their recession-resistant strategy amidst the pandemic
- 25:11 - How his analogy of boulders, rocks, and sand contributed to his success
- 28:36 - Taking the Leap Round
- 28:36 - Why his 1st investment didn't go as expected
- 31:26 - Fears he overcame when investing
- 32:44 - Why investors shouldn't hesitate to ask questions
- 35:36 - Ted's contact information
3 Key Points:
- Don't look at the past market trends and assume that it will always continue that way.
- Don't invest in only one deal. Diversify your portfolio by investing in small amounts in various industries.
- Compute how much will be the increase in an asset and its net operating income to identify a good deal.
Get in Touch:
- Spartan Investors Website - https://spartan-investors.com/
- Ted Greene LinkedIn - https://www.linkedin.com/in/ted-greene-dontbeafraid/
- Spartan Investors Youtube - https://www.youtube.com/spartanhomebuyers
- The Gold Collar Investor Club - https://thegoldcollarinvestor.com/club/
- Pancham Gupta Email - [email protected]