D2d - Podcast

What basic principles should you live by when making great money in Door to door. We are like professional athletes, we make a lot at a young age but also tend to waste it all. Save in small amounts is OK. Kurt heads the investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy and sell-side capital markets experience, Kurt has managed portfolios for Fortune 500 companies, hedge funds, university endowments, Taft Hartley plans, bank trust portfolios, and individual retirement accounts. Previously, Kurt was a principal at Alta Capital, a high-quality growth equity manager based in Salt Lake City, Utah. During his 12 years with Alta, Kurt helped grow the firm’s assets under management from $300 million to over $3 billion. In addition to his investment work, Kurt is frequently called upon to speak at investment conferences, universities, and CPA and Estate Planning conferences. Topics includ