The Biltmore View
The Biltmore View
Latest Episodes
Episode 46: The Road to a Second Home is Paved with the Best of Intentions - Biltmore Family Office Head of Estate Planning: Kellie Hall, JD, CAP, and Senior Wealth Planner: Michelle Soto, CPA, CFP®
It's Summer! Time to head to your favorite beach or mountain vacation destination. For many, the dream is to own a vacation getaway. Following a liquidity event, many entrepreneurs buy that dream. They envision ultimately leaving that pro...
Episode 45: Opportunity in Healthcare - The Largest and Most Inefficient Sector in the American Economy -- Richard Patton, Founder of Courage Capital Management.
My guest today is Richard Patton. For me, this conversation is a real treat. I’ve known Richard from early in my investment career – over 20 years ago. At that time, Richard was the founder and Portfolio Manager of a Nashville-based event drive...
Episode 44: What is Value These Days and Does it Even Matter? Bill Barton, Founding Partner at Colrain Capital, LLC
My guest today is Bill Barton. Bill is a Founding Partner of Colrain Capital – overseeing all elements of the firm’s portfolio management. Founded in 2001, Colrain specializes in fundamental stock picking. They run one concentrated portfolio of...
Episode 43: The Great Liquidity Gap - Secondary Energy Interests -- Greg Reid, President of Real Assets, Senior Portfolio Manager at Westwood Holdings Group, Inc.
My guest today is Greg Reid, President and Senior Portfolio Manager of Real Assets at Westwood Holdings, a publicly held investment firm with over $18b in assets under management. For most of his thirty year career, Greg has led energy infrastr...
Episode 42: Credit, Rates, Uncertainty and Opportunity -- Jon Duensing, Senior Managing Director, Head of Fixed Income, US, Director of Multi-Sector Fixed Income, and Portfolio Manager of Amundi US
If there’s any single word to sum up the current investment landscape, it’s got to be “uncertainty.” My guest for this episode of the Biltmore View is perfect for this environment. Jon Duensing is Sr. Managing Director, Portfolio Manager and He...