Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer I’m often asked to describe the role of a Chief Investment Officer (CIO). A short answer that seems to work in many parts of the country (especially here in Nebraska) is that a CIO is like a football coach. The CIO is accountable for the… Continue reading The First P: People
Category: Personal Interest
A Family Business
Mike, his wife Teri, and their children, Cody (7), Luke (8), and Kate (5). Content provided by Robyn Murray, Freelance Writer Mike Vitallo began his career in the printing industry. In a small town outside Chicago, he printed catalogues and brochures with his two brothers at a company founded by his father. Mike Vitallo Sr.,… Continue reading A Family Business
In His Counting House
Andrew, with his wife Stephanie, are expecting their first child in September Content provided by Robyn Murray, Freelance Writer It’s Christmas morning, and brightly colored wrapping paper lies in shredded swirls as four kids sit around the tree tearing through presents. Ribbons, papers, and boxes fly around the room, while 7-year-old Andrew Reisdorff keeps a… Continue reading In His Counting House
Adapt or Perish
Kevin, with his wife Lyndsay, are expecting a baby in June. Content provided by Robyn Murray, Freelance Writer Kevin Zlomke’s day begins at 7 a.m. with a simple routine. Sitting at his desk, coffee in hand, he sifts through pages of data – scrubbing funds, updating numbers, and making sure the previous day’s trades are… Continue reading Adapt or Perish
The Battle to Reach the Pinnacle
Content provided by Robyn Murray, Freelance Writer When Mark Matthews goes home for the holidays, there’s a routine. First, eat. Second, find the nearest basketball court. “We’re very competitive,” Matthews says, “everyone plays sports; everyone sings in the choir; everyone knows how to cook.” Home, for Matthews, is Detroit and a family of five sisters… Continue reading The Battle to Reach the Pinnacle
The CLS Investment Team Goes To the Movies: The Big Short
Content provided by Rusty Vanneman, CFA, Chief Investment Officer Recently, the CLS Investment Team went to the movies (after the markets closed, of course!). It’s a great time of year for high-quality movies, and our choice was the critically acclaimed, The Big Short. The movie is about the financial crisis that stemmed from the real… Continue reading The CLS Investment Team Goes To the Movies: The Big Short
Time to Win
Josh Jenkins ran for Team NorthStar at this year’s Market to Market relay. Content provided by Robyn Murray, Freelance Writer “Team NorthStar!” an announcer shouts as Josh Jenkins emerges on a runner’s path, baton in hand. A small, standing crowd in colorful racing gear claps and hollers encouragement. His teammate, waiting on the path ahead,… Continue reading Time to Win
The Value of Risk Budgeting
Content provided by Joe Smith, CFA, Senior Market Strategist Last month, I had the opportunity to participate at the annual NorthStar Summit in Nashville, Tennessee. The event allowed me to get to know more than 75 of the most successful advisors we partner with at CLS. As I did, I got a sense of what… Continue reading The Value of Risk Budgeting
Pat Keene, The Prairie Rivers Company
Investment Checklists
Content provided by Rusty Vanneman, CFA, CLS Chief Investment Officer Checklists are red hot, and for good reason. They work. That’s why doctors, airline pilots, architects, and many other professionals use them. The idea is so hot that The Checklist Manifesto by Atul Gawande is one of the most popular business books in recent years.… Continue reading Investment Checklists