TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich

<p>Trey invites Kristof Gleich, together they discuss a wide range of topics, including factor frameworks, advancements in behavior analytics, the qualities that set exceptional money managers apart, and more!</p><p>Kristof is the President and CIO of Harbor Capital and is responsible for Harbor’s $40B of AUM invested in boutique managers from across the World. Prior to Harbor, Kristof worked at Goldman Sachs and JP Morgan.</p><p><br></p><p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><p>0:00 - Intro</p><p>01:53 - How Kristof would summarize Q1 of 2023.</p><p>14:48 - How working with a wide array of managers helps inform his worldview.</p><p>26:52 - What makes a great money manager.</p><p>39:13 - Factor frameworks and innovation around behavior analytics.&nbsp;</p><p>63:34 - Why Active ETFs are having a huge surge in popularity, after years of indices ruling the investing world.</p><p>65:46 - The life lessons Kristof learned from spending over 2 hours with Bill Gross (aka the Bond King) just a short time after his infamous exit at PIMCO.</p><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Harbor Capital&nbsp;<a href="https://www.harborcapital.com/" rel="noopener noreferrer" target="_blank"><strong>Website.</strong></a></li><li>Harbor Capital<a href="https://www.linkedin.com/company/harbor-capital-advisors/" rel="noopener noreferrer" target="_blank"><strong>&nbsp;Linkedin</strong></a>.</li><li>Trey Lockerbie's <a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li><li>Kristof Gleich's <a href="https://twitter.com/gleichkristof?lang=en" rel="noopener noreferrer" target="_blank"><strong>Twitter</strong></a>.</li></ul><p><br></p><p><strong>NEW TO THE SHOW?</strong></p><ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" ta