28 min listen
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
ratings:
Length:
49 minutes
Released:
Mar 18, 2021
Format:
Podcast episode
Description
Our guest today is Mike Welker, CFA, CEO and Chairman of the Executive Committee at AndCo Consulting. In today’s episode, we begin with Mike’s background, hearing how playing basketball at Rollins College brought him from Indiana to Central Florida. Mike shares the story of how he joined AndCo soon after the firm was founded in the early 2000’s and what led him to become the majority owner in 2015. Then we dive into AndCo’s consulting business. He shares the profile of a typical AndCo client, how the firm evaluates active managers, and how clients are handling lower return expectations by increasing their allocation to alternatives. Our local co-hosts today are Steve Curley, CFA and Colby Donovan. Please enjoy the episode. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL
Released:
Mar 18, 2021
Format:
Podcast episode
Titles in the series (81)
Dr. David Kelly, CFA and Steve Curley, CFA - COVID-19: Pessimist on the Virus, Optimist on the Economy: Our guest today is Dr. David Kelly, the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam... by The Investors First Podcast