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.

Isthmus Forum
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/2/2022
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Recent Episodes

September 12, 2022
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.

September 12, 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.

May 31, 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.
5 total episodes available
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Frequently asked questions
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- What is Isthmus Forum?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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