Treussard Talks.

Active ETFs and the Multi‑Manager Model with Kristof Gleich | Treussard Talks (E13)

15 Oct 2025

Audio

Description

In this conversation, Harbor Capital Advisors President and CIO Kristof Gleich and I dig into how to find true skill in managers, why the ETF wrapper changed the game, and how to build more resilient portfolios in an inflation‑prone world. We connect the mechanics and psychology of investing to the decisions that restore clarity and control for sophisticated investors. You’ll hear us cover: How to separate signal from story in manager due diligence, including cultural “tells” and hard no’s The multi‑manager model: partnering with specialist boutiques vs. building in‑house Active ETFs 101: what changed in 2019, and why the wrapper can lower cost and improve tax outcomes if used well Mechanics that matter and operational oversight as investor protection Systematic vs. discretionary edges and how to assess each Psychology traps: performance chasing, timing mistakes, and setting risk so “I didn’t sign up for this” shouldn’t happen Why commodities may be underowned given today’s regime and what role they can play Why this matters now: Many investors still judge strategies by headline returns or brand names, not by process quality, alignment, and measurable sources of edge. In a world of rolling inflation shocks and fiat‑currency stress, getting structure right — manager selection, vehicle choice, fee drag, and tax handling — compounds more than hot dots. Disclaimer: The content of “Treussard Talks” is for informational and educational purposes only and should not be considered financial advice. The views expressed are those of the host and guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult with their own financial advisor before making any investment decisions. For full disclosures, visit treussard.com. Stay Connected Newsletter — Wealth, Empowered: Subscribe Learn more: treussard.com Book an intro call: scheduler.zoom.us/jonathan-treussard-ph-d/intro-call

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Treussard Talks.

Active ETFs and the Multi‑Manager Model with Kristof Gleich | Treussard Talks (E13)

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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