In this conversation, Joe Guidi interviews James Keefe, Chief Commercial Officer of Bequest Asset Management. They discuss the evolution of Bequest, James's unique journey from acting to finance, and the importance of trust and communication in passive investing.
James shares insights on the significance of founder involvement, effective investor relations, and the lessons learned from past investment experiences. The conversation emphasizes the need for transparency and education in the investment process, as well as the evolving nature of passive investing.
00:00 Intro
03:12 Journey from Actor to Investor
07:07 Trust in Passive Investing
18:29 Challenges and Lessons Learned
30:22 Reality of Passive Investing
32:54 Conclusion
Follow James: https://www.linkedin.com/in/james-b-keefe-978339/
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