Jamie Nemtsas's guest appearances

Jamie Nemtsas

Australian Investors Podcast

Nir Eyal

Warren Buffett

Josh Clark

Ryan Newman

Jack Henry

Nick Griffin

Tobias Carlisle

Daniel Crosby

Scott Phillips

Peter Singer

Kate Morris

Steve Johnson

Carlos Gil

Chris Judd

Claude Walker

OwlTail

Drew Meredith

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement.Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss:How risk profiles inform your frameworkStrategic Asset Allocation (SAA)Tactical Asset Allocation (TAA)Investment Policy Statements (IPS)Rules for hedging, rebalancing and administrationThis is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more.FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training &amp; view membershipsGet in touch with Jamie or Drew - click here to reach WattleThe information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms &amp; Conditions and Financial Services Guide before using this website.

This episode of The Australian Investors Podcast is a roundtable on portfolio construction for DIY investors, especially those in or nearing retirement. Owen Rask is joined by Jamie Nemtsas and Drew Meredith from Wattle Partners financial planning. The trio discuss:<ul><li>How risk profiles inform your framework</li><li>Strategic Asset Allocation (SAA)</li><li>Tactical Asset Allocation (TAA)</li><li>Investment Policy Statements (IPS)</li><li>Rules for hedging, rebalancing and administration</li></ul>This is a great primer for how professionals think about portfolio construction, how and when to act on opportunities, the true value of cash holdings, and so much more. FULL SHOW NOTES: <a href="https://bit.ly/2PRUgMV" rel="nofollow" target="_blank">https://bit.ly/2PRUgMV</a> Owen's resources: <ul><li><a href="http://bit.ly/aip-discount" rel="nofollow" target="_blank">Get Owen's full analyst training &amp; view memberships</a></li><li>Get in touch with Jamie or Drew - <a href="http://www.wattlepartners.com.au/contact-1/?utm_source=RASK&amp;utm_medium=PODCAST" rel="nofollow" target="_blank">click here to reach Wattle</a></li></ul>The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our <a href="https://www.rask.com.au/terms" rel="nofollow" target="_blank">Terms &amp; Conditions</a> and <a href="https://www.rask.com.au/fsg" rel="nofollow" target="_blank">Financial Services Guide</a> before using this website.

Portfolio construction essentials - roundtable with Jamie Nemtsas & Drew Meredith

What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies.ABOUT THIS EPISODEThis episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning.Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success.Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance.In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy.FULL SHOW NOTES: https://bit.ly/2PRUgMVOwen's resources: Get Owen's full analyst training &amp; view membershipsGet in touch with Jamie or Drew - click here to reach WattleThe information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms &amp; Conditions and Financial Services Guide before using this website.

What does it take to run a financial planning business while starting a global agriculture company, global events company and PR business? Jamie Nemstas talks us through his journey starting, operating and selling companies. ABOUT THIS EPISODE This episode of The Australian Investors Podcast features Jamie Nemtsas, founder of The Inside Network and partner of Wattle Partners financial planning. Jamie and I met at the start of COVID, in early 2020, after he reached out to me when the Rask business faced its biggest-ever challenge. He and his partner Drew, who’s been on the show before, were vital in supporting Rask and giving us a second chance at success. Jamie’s professional background is unlike any other I’ve come across. He grew up on a farm growing fruit and within a few years, found himself running a financial planning firm at a young age. He then went on to take control of a very successful global events business, and seeded an agriculture company that listed on the ASX. Most recently, through The Inside Network, Jamie established one of Australia’s fastest-growing events businesses, specialising in high quality investments and finance. In the next 60 minutes, Jamie and I talk about building businesses, selling businesses, managers versus directors, financial advice, IPOs and what it takes to succeed in events, PR and financial planning. I’m all but certain this will be the first conversation of many with Jamie Nemtsas of The Inside Network and Wattle Partners. Enjoy. FULL SHOW NOTES: <a href="https://bit.ly/2PRUgMV" rel="nofollow" target="_blank">https://bit.ly/2PRUgMV</a> Owen's resources: <ul><li><a href="http://bit.ly/aip-discount" rel="nofollow" target="_blank">Get Owen's full analyst training &amp; view memberships</a></li><li>Get in touch with Jamie or Drew - <a href="http://www.wattlepartners.com.au/contact-1/?utm_source=RASK&amp;utm_medium=PODCAST" rel="nofollow" target="_blank">click here to reach Wattle</a></li></ul>The information in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our <a href="https://www.rask.com.au/terms" rel="nofollow" target="_blank">Terms &amp; Conditions</a> and <a href="https://www.rask.com.au/fsg" rel="nofollow" target="_blank">Financial Services Guide</a> before using this website.

Interview: Jamie Nemtsas - lessons for starting & operating private companies