Listen "Episode 33 - John Beldy, Exceed Investments"
Episode Synopsis
Greg interviews John Beldy from Season 1 of Fundviews Podcast, on the first ever "Update" episode. John started putting together his fund in early 2020 right before COVID, but has found that there is a better fit with a Separately Managed Account approach. He has partnered with Exceed Investments, a mutual fund manager to offer these services to the very fragmented RIA space across the United States.
More episodes of the podcast Fundviews Podcast
Episode 32 - Ryan Craft, Saluda Grade
14/03/2022
Episode 29 - Levi Benkert, Harbor Capital
22/02/2022
Episode 28 - James Fok, Financial Cold War
14/02/2022
Episode 25 - Dean Myerow
24/01/2022
Episode 24 - Jared Bibler, Iceland's Secret
18/01/2022