Rahul Agrawal's guest appearances

Rahul Agrawal

Strategic Investor Radio

OC Talk Radio

Ed Coyne

Jason Muller

Mary Mohr

Bill Kelly

Mike Larson

Dan Fullmer

Michael Arone

Sean Wright

Guy Benstead

Ken Lewis

Bob Dieli

Michael Klein

Ted Parker

Ali Motamed

Mira Farka

OwlTail

Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.

1766: Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

Started by Dr. Andrew Rudd, former Professor of Finance @ Cornell Univ, Advisor Partners focuses on providing niche services in tax efficient investing and SRI, all with advanced technologies and proficiency in these areas. They perform tax harvest strategies as well as SRI investment selection tailored to the specific portfolio and goals of each client.  Listen to Rahul tell how they do it.

Tax Efficient & Socially Responsible Investing - Advisor Partners - w/Rahul Agrawal

While Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul's first.  He is their Portfolio Manager for their SRI investment strategies.  He provides his insights into the conference as a first timer, and focuses on its educational benefits and the unique benefits that the SRI Conference offers to attendees that are not always available to attendees at other conferences. He tells about Advisor Partners, who have a dual focus: SRI investing and minimum tax impact.  They provide customized solutions according to the investor's SRI desires and goals, and they seek to minimize the taxable consequences of these investments. The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

While Advisor Partners has been attendees/exhibitors at about a dozen previous SRI conferences, this is Rahul's first.  He is their Portfolio Manager for their SRI investment strategies.  He provides his insights into the conference as a first timer, and focuses on its educational benefits and the unique benefits that the SRI Conference offers to attendees that are not always available to attendees at other conferences. He tells about Advisor Partners, who have a dual focus: SRI investing and minimum tax impact.  They provide customized solutions according to the investor's SRI desires and goals, and they seek to minimize the taxable consequences of these investments. The Sustainable, Responsible, Impact Investment Conference (SRI Conference) was held in Coronado Island, CA in Nov 2017.  It was the 28th annual SRI conference and had about 800 attendees.  This interview was conducted at the conference.

SRI Conference 2017 - Advisor Partners - with Rahul Agrawal