Consolidating student loans chase bank
His specialty, he explains, is a “global generalist approach,” which involves “connecting the seemingly irrelevant dots” to understand how worldwide trends create winners and losers.
This year, he started the Kelan Global Opportunities Fund to invest in the long-term trends that he has been identifying, analyzing and sharing for years.
It’s hard to see how he will avoid being tainted by a scandal that just keeps rolling. So rough, in fact, that by the end of it, senator Elizabeth Warren was calling on members of Sloan’s board—though not Sloan himself—to resign.
In August, Sloan warned his employees the scandal could grow, and, shortly thereafter, it did: A review by the bank discovered that 1.4 million more accounts than previously reported were opened without customers’ permission.
Mansharamani grew up in New Jersey and won a scholarship funded by Vanguard founder Jack Bogle to attend the prestigious boarding school Blair Academy.
He had modest ambitions: to service the Kansas City area, pitching the company as a less-conflicted alternative to large brokerage firms with proprietary investments.
Under his leadership, however, Creative Planning’s business exploded; the firm now has offices coast to coast and AUM of more than billion.
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El-Erian, who has written two books on current economic issues, for years has been arguing that a pro-growth agenda has been missing from government’s response to the 2008 financial crisis.