Under Lock and Key – Ep. 158

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Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios at O’Shaughnessy Asset Management (OSAM), joins the guys to discuss the creation of trusts and funds, the ebb and flow of passive and active investing and the rise of custom indexing.

Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.

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