Patrick O’Shaughnessy – Jeff Ptak
Patrick O’Shaughnessy is a business executive, an investor, and an interview host. Jeff Ptak is a business executive, an interview host, and a media personality. We found 2 podcast interviews connecting Patrick O’Shaughnessy and Jeff Ptak.
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Episodes with Patrick O’Shaughnessy & Jeff Ptak
Patrick O'Shaughnessy: 'Custom Indexing Unlocks a Lot of Benefits'
Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior to assuming his current role, Patrick served on O’Shaugnessy’s research and portfolio management teams. Patrick is the author of Millennial Money: How Young Investors Can
Jeff Ptak – The Prospects for Active Management
Joining me on the podcast this week is Jeff Ptak, head of global manager research at Morningstar. Jeff’s role puts him in the unique position to discuss the state of active management because he gets to see mutual funds from both the bottom-up, through deep diligence on investment strategies and firms, and top-down, u