I met today's guest, Patrick Geddes, almost a decade ago when I was "kicking the tires" at Aperio, the investment management he co-founded. He was kind enough to sit down with me for more than an hour explain the "Aperio approach" to investing and I've been a happy client since. Today, you get the benefit of Patrick's wisdom gleaned from his decades of taking a research-based approach to investing. In this podcast, we explore his entrepreneurial journey from start-up to being acquired by BlackRock for $1.05 billion. As you listen, what will become clear is how energized Patrick is for this next chapter of his career. He will be bringing his passion and commitment to improving investor education.
We will discuss his forthcoming book, Transparent Investing, which may be available to teachers in the NGPF community in December (logistics still being worked out). Patrick will also be appearing at an NGPF Speaker Series event on January 20, 2022 and the general release of his book will be on January 25, 2022. Enjoy!