May 23, 2025
In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends.
Key Timestamps:
(0:00) Introductions and background
(2:48) Career paths in investment management
(12:43) Cash management strategies in today's high-interest environment
(13:57) Risk-free rates and building portfolios around them
(30:00) Tax loss harvesting: overhyped or valuable strategy?
(31:13) Direct indexing and SMAs - worth it or not?
(37:01) Dumbest purchases - from
$13k couches to levered ETFs
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