2002, Risk Management and Tax Planning - Financial Advisor Source

Transcript: Ted Seides

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. It’s part of their own tax planning. Oh my goodness.

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Transcript: Tom Rampulla

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? They have a risk management technology.

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Financial Advisor Source

Transcript: Ted Seides

Transcript: Tom Rampulla

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