Isthmus Forum

Business Leadership: Case Studies and Financial Wellness

Mon, 12 Sep 2022 13:00:00 -0500

Host Richie Burke sits down with two of the firms’ founding partners, Chief Investment Officer, David Hackworthy, and Director of Advisory Services, Joe McNeil, CFP®. In this episode, David and Joe discuss two relevant case studies. The first case study dives into answering the question, "When can I retire?". The second case study discusses financial considerations for those looking to sell their business.

Thought Leadership: Featured Insights and Thematic Topics Highlighting Our Unique Investment Perspectives

Mon, 12 Sep 2022 13:00:00 -0500

In this episode, host Richie Burke sits down with Founding Partner, Chief Equity Strategist, and Portfolio Manager Frank Gambino, CFA, and Partner, and Senior Equity Analyst Jeremy Baier, CFA. They cover several of the firm's thought leadership topics:

Executive compensation: Tracking levels of executive compensation with economic value creation.
Beats and misses: The diverging effect of beats and misses on stock prices.
Style-based investing: Examining growth versus value within sectors.

Financial Planning: A Roadmap for Investment Success

Tue, 31 May 2022 10:00:00 -0500

In this episode, host Richie Burke sits down with Joe McNeil, CFP® and Bruce Fox. Joe is a founding partner and the Director of Advisory Services, and both Joe and Bruce are Portfolio Managers. They discuss how a comprehensive, personalized financial plan can help individuals, at all life stages, achieve their financial goals.

Philosophy and Process: A Patient and Objective Investment Discipline

Tue, 31 May 2022 10:00:00 -0500

Host Richie Burke sits down with two of the firm’s founding partners, David Hackworthy and Frank Gambino, CFA. David is the Chief Investment Officer, and Frank is the Chief Equity Strategist; both are also Portfolio Managers. In this episode, Frank and David discuss the firm’s equity philosophy and investment process and how the firm distinguishes itself from other investment managers.

Isthmus Forum - A New Podcast Series from Isthmus Partners, LLC

Mon, 02 May 2022 10:00:00 -0500

Host Richie Burke sits down with David Hackworthy, Frank Gambino, CFA and Joe McNeil, CFP® to discuss the origins of Isthmus Partners, LLC and how the firm has delivered strong returns and peace of mind to its clients since 2014. In future episodes, investment-related topics and themes such as process and philosophy, financial planning and thought leadership will be discussed with various members of the Isthmus Partners team.