
The Polestar Podcast · 2024-03-01 · 25 min
In this episode of the Polestar Podcast, you'll learn: how VELA Wealth, Harness Investment Management, and Purpose Investments collaborate to unlock unique opportunities, why traditional portfolio strategies are being challenged, how alternative investments can revolutionize your portfolio, the power of diversification with private assets like equity, debt, and real estate. About the Guest - Keith Allan Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals. To learn more, please visit Harness Investment Management team page .
Other episodes covering the same guests and topics, from across The B2B Podcast Index.