Asset management refers to the management of investments on behalf of others. The process essentially has a dual mandate – appreciation of a client’s asset over time while mitigating risk.
Coming in hot is our guest, Karen Oeser. She has been doing multi-million dollar portfolio management for over 25 years. Prior to launching East Light Investments, she managed over $150 million in fixed income assets for Hart Capital Management, Inc. while also juggling the role of Chief Compliance Officer. As a serial entrepreneur, Karen has launched and successfully sold several communications businesses, including a boutique investor relations company, Ripple Effect Communications, which continues to thrive as a full-service public relations firm. She later headed Ashton Partners’ east coast practice, where she was responsible for developing new business and providing strategic counsel to investor relations clients.
Stick around until the end of the podcast to learn more about asset management and how the investment money game works.
Topics on Today’s Episode:
- Karen’s background and backstory
- Learning and understanding Alternative Investment
- Exploring corporate bonds
- Stock market vs Multifamily properties
- The fixed-income investor
- Single-family vs Multifamily real estate investment
- Encouraging younger generations to be financially literate
- Karen’s Mastermind program for women
Links and Resources Mentioned:
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- East Light Investments – Specializing in Multifamily in the Carolinas
- Financial Literacy for Her – Home
- https://www.finliteracyforher.com/
- Financial Literacy for Her’s (@finliteracyforher
- https://www.linkedin.com/company/financial-literacy-for-her/
- Phone number: 864-551-1820
Join us for our Virtual Apartments to Millions Summit. Text “A2M” to 480-500-1127
Books mentioned:
- Rich Dad, Poor Dad – Robert Kiyosake
Quotes:
- “Fundamentals exited the stage, left a long time ago in the stock market” – Karen Oeser
- “I love how you’re setting this up because that is the cat’s meow, right?” – Corey Peterson
- “What’s your why?” – Karen Oeser
- “A rising tide lifts all boats” – Corey Peterson
Don’t forget to download my Free Workshop Quick Start Video Series, and if you like what you have heard please leave a review on iTunes.
Text the word MONEY to 408-500-1127 to get my free private money program and credibility kit for single family.