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Index/Finance/The Strategic CFO by FEI
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From the Navy to Wall Street: Lessons in Investment Wisdom

The Strategic CFO by FEI · 2025-09-14 · 47 min

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Episode notes

In this Strategic CFO Podcast episode, host Jan Robertson talks withDaniel Beck, CFA,Financial Professional at Equitable Advisors and former U.S. Navy officer. From hedge fundmanagement to teaching behavioral finance, Beck reveals how behavioral biases shapedecisions, why annuities and risk management matter, and how executives can protectlong-term security. Listeners will learn why asset allocation to risk tolerance - not marketpredictions - is the key to investing success.

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