Thomas Samuelson's guest appearances

Thomas Samuelson

Yeukai Business Show

Smart Money Circle

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Timeless advice from Thomas Samuelson, CFA, CMT, Chief Investment Officer, of Vineyard Global Advisors, with over $500M AUM.  Tom Samuelson is the chief architect behind Vineyard Global Advisors’ innovative investment approach, which provides clients a means to participate in market growth while offering a framework of protection during significant market declines. He is a firm believer that investment risk comes hand-in-hand with investment opportunity. The firm’s dynamic risk management process adjusts the level of investment risk exposure to what may be more appropriate within the prevailing economic environment. Simply put, this dynamic risk management process seeks portfolios that tend to experience “lower highs,” but more importantly, “higher lows,” thereby better keeping clients on track toward meeting their personal financial goals. Tom is currently one of just 269 investment professionals worldwide who have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.  Prior to co-founding Vineyard Global Advisors, he served as Managing Director, Chief Investment Officer &amp; Senior Portfolio Manager for First Allied Asset Management. In that role, Tom was responsible for managing $1.3 billion in AUM. Additionally, Tom has previously managed funds for the University of Notre Dame’s endowment, O’Connor &amp;; Associates/Swiss Bank and was lead Portfolio Manager of Invesco’s energy mutual fund, where he improved performance and oversaw asset growth from $50 million to over $330 million.  He began his investment career in Chicago as an equity and high-yield bond analyst for Duff &amp; Phelps, where he became a partner of the firm. Tom received his Bachelor of Science in Engineering and MBA from the University of Tulsa.  Website: https://www.vineyardglobaladvisors.com/  ---   Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Timeless advice from Thomas Samuelson, CFA, CMT, Chief Investment Officer, of Vineyard Global Advisors, with over $500M AUM. Tom Samuelson is the chief architect behind Vineyard Global Advisors’ innovative investment approach, which provides clients a means to participate in market growth while offering a framework of protection during significant market declines. He is a firm believer that investment risk comes hand-in-hand with investment opportunity. The firm’s dynamic risk management process adjusts the level of investment risk exposure to what may be more appropriate within the prevailing economic environment. Simply put, this dynamic risk management process seeks portfolios that tend to experience “lower highs,” but more importantly, “higher lows,” thereby better keeping clients on track toward meeting their personal financial goals. Tom is currently one of just 269 investment professionals worldwide who have earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations. Prior to co-founding Vineyard Global Advisors, he served as Managing Director, Chief Investment Officer &amp; Senior Portfolio Manager for First Allied Asset Management. In that role, Tom was responsible for managing $1.3 billion in AUM. Additionally, Tom has previously managed funds for the University of Notre Dame’s endowment, O’Connor &amp;; Associates/Swiss Bank and was lead Portfolio Manager of Invesco’s energy mutual fund, where he improved performance and oversaw asset growth from $50 million to over $330 million. He began his investment career in Chicago as an equity and high-yield bond analyst for Duff &amp; Phelps, where he became a partner of the firm. Tom received his Bachelor of Science in Engineering and MBA from the University of Tulsa. Website: <a href="https://www.vineyardglobaladvisors.com/" rel="nofollow" target="_blank">https://www.vineyardglobaladvisors.com/</a> --- Support this podcast: <a href="https://podcasters.spotify.com/pod/show/smartmoneycircle/support" rel="payment nofollow" target="_blank">https://podcasters.spotify.com/pod/show/smartmoneycircle/support</a>

Timeless Advice From Thomas Samuelson, CFA, CMT, CIO, Of Vineyard Global Advisors Over $500M AUM

Welcome to Episode 476 of the Yeukai Business Show. In this episode, Trevor Stockwell and Thomas Samuelson discuss the process of How to Develop an Entrepreneurial Mindset. So, if you want to know more about successful entrepreneurship, tune in now! In this episode, you'll discover: The Power of CommitmentDealing with Negative Emotions &amp; FailureThe Importance of NOT having a ‘Plan B’  About Thomas Samuelson  Thomas Samuelson is the founder of BRON, a social network marketplace for Investors and listed companies. Tom had a diverse 30+ year career in finance and capital markets including asset management and investment banking. Tom is recognized by his peers as an expert in developing market economies and has traveled extensively throughout Asia, Latin America, and Eastern Europe. Tom is a graduate of Columbia University and is a guest lecturer and mentor at the NYU Stern Business School.   More Information Learn more about Entrepreneurial Mindset at http://BRONnetwork.com LinkedIn: https://www.linkedin.com/in/thomas-samuelson/  Thanks for Tuning In!  Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below!  If you enjoyed this episode on How to Expand your Business, please share it with your friends by using the social media buttons you see at the bottom of the post.  Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Yeukai Business Show !"  And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.  Please leave a review right now  Thanks for listening!

Welcome to Episode 476 of the Yeukai Business Show. In this episode, Trevor Stockwell and Thomas Samuelson discuss the process of How to Develop an Entrepreneurial Mindset. So, if you want to know more about successful entrepreneurship, tune in now! In this episode, you'll discover: <ul><li>The Power of Commitment</li><li>Dealing with Negative Emotions &amp; Failure</li><li>The Importance of NOT having a ‘Plan B’</li></ul> About Thomas Samuelson  Thomas Samuelson is the founder of BRON, a social network marketplace for Investors and listed companies. Tom had a diverse 30+ year career in finance and capital markets including asset management and investment banking. Tom is recognized by his peers as an expert in developing market economies and has traveled extensively throughout Asia, Latin America, and Eastern Europe. Tom is a graduate of Columbia University and is a guest lecturer and mentor at the NYU Stern Business School.  More Information Learn more about Entrepreneurial Mindset at <a href="http://bronnetwork.com/" rel="nofollow" target="_blank">http://BRONnetwork.com</a> LinkedIn: <a href="https://www.linkedin.com/in/thomas-samuelson/" rel="nofollow" target="_blank">https://www.linkedin.com/in/thomas-samuelson/</a> Thanks for Tuning In! Thanks so much for being with us this week. Have some feedback you'd like to share? Please leave a note in the comments section below! If you enjoyed this episode on How to Expand your Business, please share it with your friends by using the social media buttons you see at the bottom of the post. Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Yeukai Business Show !" And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get. Please leave a review right now Thanks for listening!

Episode 476: Thomas Samuelson | Developing an Entrepreneurial Mindset

In this episode I speak with my good friend Thomas Samuelson about the Peace Corp (0-50min), international travel and COVID (50-1:40), China (1:40-2:10), Oregon and road trips (2:10-2:40)