Mar 23, 2021
Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate - appreciation of a client's asset over time while mitigating risk.
Coming in hot is our guest, Karen Oeser. She has been doing multi-million dollar portfolio management for over 25 years. Prior to launching East Light Investments, she managed over $150 million in fixed income assets for Hart Capital Management, Inc. while also juggling the role of Chief Compliance Officer. As a serial entrepreneur, Karen has launched and successfully sold several communications businesses, including a boutique investor relations company, Ripple Effect Communications, which continues to thrive as a full-service public relations firm. She later headed Ashton Partners’ east coast practice, where she was responsible for developing new business and providing strategic counsel to investor relations clients.
Stick around until the end of the podcast to learn more about asset management and how the investment money game works.
Topics on Today’s Episode:
Links and Resources Mentioned
Join us for our Virtual Apartments to Millions Summit. Text “A2M” to 480-500-1127
Text the word MONEY to 408-500-1127 to get my free private money program and credibility kit for single family.