This week, I speak with Omar Aguilar, Chief Executive Officer and Chief Investment Officer of Schwab Asset Management. We discuss his time at Financial Engines, where he worked under Nobel laureate William Sharpe before joining Schwab Asset Management in 2011.
We also discuss how his doctorate in decision sciences helps him build trust with clients and push them toward their goals; how he built Schwab Asset Management to over a trillion dollars, and how he is using his background to help navigate his clients through the current state of the markets.
A list of his current reading/favorite books is here; A transcript of our conversation is available here Tuesday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with Maria Vassalou, Head of the Pictet Research Institute, part of Pictet management, running over a trillion dollars in client assets. The Geneva-based, group-wide research capability. The Institute has its own staff of PhD-level researchers and collaborates with outside academics and think tanks; its mandate is deliberately long-term and strategic rather than tactical, covering strategic asset allocation, portfolio construction, risk premia, capital market structures, global economic and investment trends, and sustainability.
Current Reading/Favorite Books
