Brett Barth Interviewed by Ted Seides, host of Capital Allocators Podcast Station

Brett Barth, one of BBR’s founders, had the pleasure of being a guest on Ted Seides’ podcast station Capital Allocators, which interviews investors to learn about their investing practices and their employed processes.

Brett and Ted’s discussion ranged from the personal (Brett as a twin, raising twins) to the professional (the early days of BBR). Brett detailed his journey from BBR’s beginning, when it was five people working out of Brett’s apartment, to where they are today, with three offices and over 100 employees. He provided insights into BBR’s investment philosophy and approach to working with wealthy families.

A variety of topics were highlighted throughout the conversation, including the unique structure of BBR’s Investment Research team, the role of active and passive mangers in today’s environment, and the unconventional investments BBR is sourcing for our client portfolios.

We hope that you enjoy this dialogue, and as always, we look forward to any comments or questions you may have.

Podcast Important Disclosure: This podcast contains general information, and no portion of the content is intended to apply to any specific individual’s situation.  No portion of the podcast content serves as the receipt of, or as a substitute for, personalized individual advice from BBR Partners.  Nothing herein constitutes or is intended to constitute legal or tax advice, or any other client specific advice.  The information may not reflect current legal/tax developments or otherwise be applicable to an individual’s circumstance.  With respect to investment-related content, please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy made reference to directly or indirectly in this podcast will be profitable, equal any corresponding indicated historical performance levels(s), or be suitable for your portfolio. We conduct manager due diligence processes which address qualitative, quantitative and operational issues.  We assess each manager according to its specific investment strategies, its stated return objectives, expected volatility and associated risks.  The type of due diligence we perform on a manager varies according to investment type and size.  Manager meetings may be held in person, as well as held telephonically through a conference call.  We will not have control over the day-to-day operations of any of the managers that we select.  To the extent that an individual has any questions regarding the applicability of any specific issue to their individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing.  A copy of BBR Partners’ current written disclosure statement discussing our advisory services is available for review upon request.

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