See It to Be It : Investment Manager (w/ Chuck Self)
Amy chats with Chuck Self, the CIO, COO, and CCO of iSectors, LLC, about his experience being an investment manager and a multi-faceted leader. He shares where he finds community in the space as a Black man and more.Struggling with your Diversity, Equity & Inclusion (DEI) work? Kanarys—a Black-founded company—has your back. Regardless of where you are on your DEI journey, we arm you with the insights you need now to take action now. From audits to assessments to data-informed strategy, we'd love to be the partner you have been looking for. Email firstname.lastname@example.org or learn more at https://www.kanarys.com/employerWe all know the interview process can be fraught and full of bias. We’ve teamed up with SurveyMonkey to learn more about your experiences interviewing so we can make the entire process for BIPOC candidates. Share your thoughts: https://www.surveymonkey.com/r/HLV9V5W And watch this space for the results!Connect with Chuck on LinkedIn and Twitter.Click here to learn more about The Association of African-American Financial Advisors.
How To Use Risk and Diversification To Stay Invested With Chuck Self -iSectors $400M AUM
Smart Money Circle
Chuck Self serves as the Chief Investment Officer (CIO) and the Chief Operating Officer (COO) at iSectors® LLC with approximately $400 million in assets under management. Chuck tells you how to build a diversified portfolio and use risk to stay invested and protect your downside. Chuck shares what he learned from Harry Markowitz and some of the pitfalls to avoid when building a diversified portfolio. --- Support this podcast: https://anchor.fm/smartmoneycircle/support
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Recent research from the University of Michigan and Strictly Financial suggests that sustained family wealth over multiple generations is the exception, not the rule. We were joined today by Charles "Chuck" Self, who believes that parents and children should work together when choosing a financial advisor. Charles Self is known for his ability to architect an accelerated revenue topline, as well as for his government regulation expertise with financial services organizations. Chuck's robust career that has been a blend of focused on fixed income investment processes, followed by concentration on sales, marketing and product management of alternative investment strategies. Over the years, he's been recruited by investment management organizations to grow assets under management and upgrade investment strategy and processes. Chuck has created new products for such organizations including SEC-registered and offshore mutual funds, and implemented regulatory compliance procedures. He chairs the Investment Committee for Governmental Insurance Managers and serves on its Audit Committee. Chuck is also the First Board President of the Bright Promise Fund for Urban Christian Education. More about Houston Money Week visit: www.Houstonmoneyweek.org http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3 http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #moneymatters #christopherhensley #houston #texas #KPFT #HoustonMoneyWeek #finance #financialliteracy #education