Citywire: Mistakes Were Made

For our sixth episode of Mistakes Were Made, we are joined by Gene Goldman, CIO and director of research at Cetera.   
Gene and his team oversee a recommended list of funds and run a suite of discretionary portfolios for Cetera, which has around $80bn of assets under management.  
He tells Alex and Frank why it isn’t always right to drop a fund when the lead manager exits, the best questions to ask PMs, and shares a cautionary tale about a team of missing analysts. Ooh, mysterious!  

Show Notes

For our sixth episode of Mistakes Were Made, we are joined by Gene Goldman, CIO and director of research at Cetera.   

Gene and his team oversee a recommended list of funds and run a suite of discretionary portfolios for Cetera, which has around $80bn of assets under management.  

He tells Alex and Frank why it isn’t always right to drop a fund when the lead manager exits, the best questions to ask PMs, and shares a cautionary tale about a team of missing analysts. Ooh, mysterious!  

What is Citywire: Mistakes Were Made?

Hosts Alex Steger, Frank Talbot, and Chris Sloley ask the best investors about their worst mistakes, and (crucially) what they learned from them.

We hear from some of the brightest minds in markets, advice, and analysis to glean their gravest errors and discover how they beat their blunders to become better investors today.