Ep. 6: Gene Goldman

For our sixth episode of Mistakes Were Made, we are joined by Gene Goldman, CIO and director of research at Cetera.

Gene and his team oversee a recommended list of funds and run a suite of discretionary portfolios for Cetera, which has around $80bn of assets under management.

He tells Alex and Frank why it isn’t always right to drop a fund when the lead manager exits, the best questions to ask PMs, and shares a cautionary tale about a team of missing analysts. Ooh, mysterious!