Patrick is the Co-founder and former CEO of Aperio Group, an investment firm with an astounding $44B assets under management by over 10,600+ investors. They were acquired by BlackRock, the world’s largest asset manager, for $1.05B in 2020.

Patrick has worked in the financial industry for 40+ years and is one of investing’s good guys.

Patrick is also the author of “”Transparent Investing””, a book that combines three themes, how the brain is wired to lead us to make poor investment choices, how the financial industry can prey on our poor judgment, and how to decide whether to hire an advisor or try to build a portfolio yourself.

Patrick’s work and investing expertise has been featured in The New York Times, The Chicago Tribune, The San Francisco Chronicle, Money Magazine, The Journal of Investment Management, and Financial Analysts Journal, among others.

*DISCLAIMER – We are not giving any financial advice. Please DYOR*

(00:00 – 02:34) Opening Segment

– Patrick is being introduced as the guest Host
– Patrick shares something interesting about himself

 

(02:34 – 24:19) Signs you’re qualified for DIY investing

-Patrick shares How the investing world actually works
-And what the investing sharks hope you never figure out
-Patrick talks about the Signs that you’re qualified for DIY investing
-He also shares why you shouldn’t be as intimidated by investing as you think
-Patrick talks about How your brain is hazardous to your wealth
-And he also shares Why women are better investors than men

(24:19 – 33:27) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

 

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