Welcome to the Isthmus Forum podcast. The Isthmus Forum offers thoughtful, straightforward investment insights discussed in a roundtable format with various members of the Isthmus Partners team.
Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives
In this episode, host Richie Burke sits down with Founding Partner, Chief Equity Strategist, and Portfolio Manager Frank Gambino, CFA, and Partner, and Senior Equity Analyst Jeremy Baier, CFA. They cover several of the firm's thought leadership topics: Executive compensation: Tracking levels of executive compensation with economic value creation.Beats and misses: The diverging effect of beats and misses on stock prices.Style-based investing: Examining growth versus value within sectors.
12 Sept 2022
Business Leadership: Case Studies and Financial Wellness
Host Richie Burke sits down with two of the firms’ founding partners, Chief Investment Officer, David Hackworthy, and Director of Advisory Services, Joe McNeil, CFP®. In this episode, David and Joe discuss two relevant case studies. The first case study dives into answering the question, "When can I retire?". The second case study discusses financial considerations for those looking to sell their business.
31 May 2022
Philosophy and Process: A Patient and Objective Investment Discipline
Host Richie Burke sits down with two of the firm’s founding partners, David Hackworthy and Frank Gambino, CFA. David is the Chief Investment Officer, and Frank is the Chief Equity Strategist; both are also Portfolio Managers. In this episode, Frank and David discuss the firm’s equity philosophy and investment process and how the firm distinguishes itself from other investment managers.
31 May 2022
Financial Planning: A Roadmap for Investment Success
In this episode, host Richie Burke sits down with Joe McNeil, CFP® and Bruce Fox. Joe is a founding partner and the Director of Advisory Services, and both Joe and Bruce are Portfolio Managers. They discuss how a comprehensive, personalized financial plan can help individuals, at all life stages, achieve their financial goals.
2 May 2022
Isthmus Forum - A New Podcast Series from Isthmus Partners, LLC
Host Richie Burke sits down with David Hackworthy, Frank Gambino, CFA and Joe McNeil, CFP® to discuss the origins of Isthmus Partners, LLC and how the firm has delivered strong returns and peace of mind to its clients since 2014. In future episodes, investment-related topics and themes such as process and philosophy, financial planning and thought leadership will be discussed with various members of the Isthmus Partners team.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
2 ratings
Contact Isthmus Forum
Guest appearances
Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Isthmus Forum?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
