• #004 Vaulted Views - Mark Scalzo: From Investment Banking to Portfolio Management

  • Oct 14 2024
  • Length: 1 hr and 5 mins
  • Podcast

#004 Vaulted Views - Mark Scalzo: From Investment Banking to Portfolio Management

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  • Summary

  • Join Ray Lucia Jr. as he welcomes his longtime friend and business partner, Mark Scalzo, to the podcast! In this episode, they dive deep into Mark's fascinating journey from investment banker to an international money manager.

    Mark shares his experiences at the prestigious Wharton School, his early days at Salomon Brothers during the high-stakes world of investment banking, and the lessons learned while working with industry legends like Ken Fisher and Rick Edelman.

    Discover how Mark navigated the tumultuous waters of the 2008 financial crisis, the challenges of

    Highlights:

    1. Mark's background and education

    2. Experiences at Salomon Brothers

    3. Working with Ken Fisher and Rick Edelman

    4. The impact of the 2008 financial crisis

    5. The importance of a disciplined investment process

    6. Understanding active share and investment strategies

    Don't forget to like, subscribe, and hit the notification bell for more engaging discussions on finance and investing!
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