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The Money Answers Show

The Money Answers Show

Monday at 12 Noon Pacific

November 16th 2015:Thematic Investing with motifs

1.First half hour is an interview with Hardeep Walia,CEO and cofounder of Motif Investing. A motif is an innovative online brokerage product representing an intelligently weighted basket of 30 stocks, which share an industry sector or investment philosophy. Unlke mutual funds and ETFs, the motif owner owns the underlying stock, providing the flexibility to change the way the motif is weighted should circumstances change. Some 85,000 retail motifs are held by 200,000 “motifers” and more are held by institutions for wealthy clients. The cost of one motif is $9.95 2.Linda Goldberg, pr

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Featured Guests

Hardeep Walia

Hardeep Walia cofounded Motif Investing in June of 2010 a way to invest conceptually. He had spent more than six years at Microsoft as general manager of the company's enterprise services business and previously was a Director of Corporate Development and Strategy, helping to oversee Microsoft's investments and acquisitions. He started his career at the Boston Consulting Group. He holds a BS degree in economics and engineering from Yale and an MBA from Wharton. He holds Series 7, 63, and 24 licenses in the securities industry, serves on FINRA's Small Firm Advisory Board and it's Technology Advisory Committee and contributes frequently to Bloomberg TV, CNBC, Fox Business and Forbes.
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Linda Lee Goldberg

Linda Lee Goldberg became a buyer's agent around 27 years ago after a 13 year career at car dealerships, where she worked with brokers, as a floor manager and finance manager. CarQ has been serving clients nationally from her Terra Linda, California headquarters since 1988 and is a member of the National Association of Buyer's Agents. As a consumer advocate, she was invited to testify before California's State Transportation Committee regarding furtherance of the Car Buyers's Bill of Rights and implementation of the California Lemon Law.
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https://www.voiceamerica.com/show/746/the-money-answers-show 21/11/2017 12:00 21/11/2017 01:00 The Money Answers Show https://www.voiceamerica.com/show/746/the-money-answers-show 1.First half hour is an interview with Hardeep Walia,CEO and cofounder of Motif Investing. A motif is an innovative online brokerage product representing an intelligently weighted basket of 30 stocks, which share an industry sector or investment philosophy. Unlke mutual funds and ETFs, the motif owner owns the underlying stock, providing the flexibility to change the way the motif is weighted should circumstances change. Some 85,000 retail motifs are held by 200,000 “motifers” and more are held by institutions for wealthy clients. The cost of one motif is $9.95 2.Linda Goldberg, president of CarQ, is the nation's largest car buyers agent. Clients, who remain anonymous, pay her to research dealer costs and retail pricing, then negotiate with dealers for the best price. The company's fees range from consultation costs of $200 to $2,200, depending on the service provided and whether the car is new or used. VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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