Attached is an audio recording we had with one of our analysts March 24th on the current state of the Markets. Its a little long but we figured with everyone quarantined, you’d have some time to listen!
Below is Phil’s Bio.
His firm is what you would call truly independent in the analyst industry. They do not represent or work for any funds, banks, or financial institutions.
Phil Kosmala is co-founder and Chief Investment Officer of Taiber Kosmala & Associates, LLC ( https://taiberkosmala.com), an investment consulting firm that advises a national client base of endowments, foundations, retirement plan sponsors, and affluent families. Phil has been in the investment consulting industry for over 17 years and has held several leadership, research, and consulting positions including Director of Research, Chief Compliance Officer, and Chairman of the Investment Committee.
Prior to his career in the institutional investment consulting industry, Phil spent five years with the Securities and Exchange Commission (SEC) as an examiner of money management firms and registered investment advisors, which made for a natural extension into future manager research and diligence and chief compliance officer roles. After the SEC, Phil moved into the institutional consulting industry with DiMeo Schneider & Associates, LLC (1999-2003) and Lowery Asset Consulting, LLC (2003-2012), before launching Taiber Kosmala & Associates in June of 2012.
has been quoted in various national media publications and frequently
speaks at industry conferences. He holds a Bachelor’s degree in Finance
from DePaul University, has been awarded the CFA designation, and is a
member of the CFA Institute and the CFA Society of Chicago.
As always, please feel free to reach out if you have any questions or concerns ~ Stay Safe & Healthy!