Do Your Homework with Sandy Robertson
Biderman's Money Pod
Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today is my mentor and a very special person in my life, Mr. Sandy Robertson. Sandy and I met on a long flight and have remained close ever since. He is one of the most respected people I know in terms of business success but also in the difference he has made in people’s lives. He founded Robertson Stephens Investment Bank, Francisco...
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Investment Basics: What NOT to Do with Allan Sloan
Biderman's Money Pod
Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today is my long-time friend, Allan Sloan. Allan is a highly-regarded financial journalist who is a seven-time Loeb recipient. He has written financial pieces for Forbes and Fortune and is currently a columnist for the Washington Post. In this episode of Biderman’s Money Pod, we discuss the following: A tried and true...
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How to Become a Competent Investor with Pimm Fox
Biderman's Money Pod
Welcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today, Pimm Fox, was an anchorperson at Bloomberg at TV and Radio until recently retiring. Pimm shares his experience of working with an investment advisor and his advice for individual investors who want to become competent at investing in the markets. In this episode of Biderman’s Money Pod, we discuss the following: ...
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Biderman’s Money Pod Will Help You Outperform Investment Advisors
Biderman's Money Pod
Welcome to the first episode of Biderman’s Money Pod. The design purpose of this podcast is to provide you, the individual investor, with everything you need to beat the results you have been getting when giving your money to others to manage, whether it is money managers, mutual funds, or a broker. The unknown truth is 15,000 SEC-registered investment advisors are, in essence, legally STEALING over a trillion dollars every year. It comes directly from the $135 trillion investors have given them to manage. This podcast series shines a light on the “malpractice” and gives you the...
info_outlineWelcome to Biderman’s Money Pod. This episode is for smart individual investors who think they cannot beat the market. If this describes you, what you may be missing is that money managers and investment advisors don’t beat the market either. My guest today is my mentor and a very special person in my life, Mr. Sandy Robertson. Sandy and I met on a long flight and have remained close ever since. He is one of the most respected people I know in terms of business success but also in the difference he has made in people’s lives. He founded Robertson Stephens Investment Bank, Francisco Partners, and currently holds a Director position with Salesforce.com.
In this episode of Biderman’s Money Pod, we discuss the following:
- Why finance is a great career path
- Industries resistant to market fluctuations
- Risks in the current market environment
Key Discussion Points:
[1:57] Sandy shares the extensive list of companies he helped to take public and his role at Salesforce.com.
[3:39] Sandy’s current venture, Francisco Partners, attempted to buy back his very first Investment Bank, Robertson Stephens, after it was held by America First and Boston Bank.
[4:51] Sandy shares a key commonality of the companies Francisco Partners is currently investing in.
[6:10] Why Sandy chose to work in finance just out of college and why he still enjoys it.
[8:20] What are the biggest risks in the market and what companies are resistant to market fluctuation?
[10:35] Sandy reflects on one of his favorite investment stories.
[12:21] Sandy’s advice for young men and women who want to become competent in life and business.
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