Today is a bit different than normal.
Normally, I write an article and then gather a few of my colleagues to discuss the article over a podcast we produce weekly.
Today, I flipped the script – Deiya Pernas and I recorded an “unscripted” podcast that I would like to share with you all. No article coincides with our discussion, but rather it was an open dialogue between Deiya and me on a few finance topics that I find interesting – and I hope you will too.
I’ve been teaching Sunday school at my church for about 15 years now. What I have learned as a teacher is that each child has a different preferred learning style. Some learn from hearing a story; some prefer to act it out; others want to dive in and read it themselves. We, as teachers, try to deliver a message on all four fronts – visual, auditory, reading/writing, and kinesthetic.
I am an auditory learner, and I like to listen to podcasts and have discussions. Podcasts, for me, feel like I am actually in the room – a fly on the wall – listening to a few people dialogue on topics that interest me. Here at The Bahnsen Group, we have a lot of discussions throughout the day across many different departments, and we are always seeking to solve the riddle of how do we serve clients better. We have a daily lunch routine where these discussions often take place, and today’s podcast is an opportunity for you to be a fly on the wall.
I am blessed to call Deiya Pernas both a friend and a colleague. Deiya is the Chief Operating Officer and Deputy Chief Investment Officer here at The Bahnsen Group. Before joining The Bahnsen Group, Deiya served in the Air Force, studied Economics at UC Berkley, and completed his Chartered Financial Analyst designation. Deiya is well versed in capital markets, a great listener, very thoughtful in his dialogue, and someone I really enjoy learning from here at The Bahnsen Group.
So, please join us as Deiya and I discuss the following topics:
- Investment Fees
- ESG Investing
And we close out with a discussion on what I think is the most exciting topic in finance right now.