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👇 Click Below to be a guest on our video podcast: 👇
https://bit.ly/46X7cSQ
Connect with Joe Taiber:
Website: https://taiberkosmala.com/
Website: https://www.taikoadvisor.com/
LinkedIn: https://www.linkedin.com/company/taiber-kosmala-and-associates-llc/
LinkedIn: https://www.linkedin.com/company/taikoadvisor/
Twitter: https://twitter.com/taikoadvisor
Timestamps:
00:00 Morning Commute and Weather Talk
01:03 Unexpected Hailstorm in Omaha
02:25 Introduction to Joe’s Background
05:24 Founding Tyre GM and Early Challenges
06:50 Naming the Companies: Taiber Kosmala and Taiko
08:27 OCIO and RIA Market Insights
15:49 Custom OCIO Business Model
27:29 Client Collaboration Dynamics
28:06 Investment Committee Meetings
29:02 Monthly and Weekly Client Interactions
29:53 Sales and Operations Support
31:20 Final Thoughts on RIA Business
31:50 Introduction to Institutional Business
32:14 Institutional Client Services
33:07 Manager Evaluations and Recommendations
34:06 Institutional Client Interactions
36:35 Alternative Investments and Trends
45:10 Managing Client Expectations
47:28 Short-term and Long-term Market Views
51:26 Guilty Until Proven Innocent Approach
52:48 Conclusion and Contact Information
Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
