83: Mutual Funds 101, the $17 Trillion Industry with Mark Renz
Invest Like a Boss
Sam Marks Johnny FD Derek Spartz
4.8 • 518 Ratings
🗓️ 29 January 2018
⏱️ 77 minutes
🧾️ Download transcript
Summary
Mark Renz is a financial adviser and a sales representative for over two decades and has utilized his expertise in serving as an investment adviser for high-net-worth families since 2001. He is currently the Chief Investment Officer for an independent multi-family office, Socius, which provides honest guidance and shrewd management to preserve, protect, and build their clients’ estate.
This episode explains the basics and fundamentals of mutual funds. Mark defines what a mutual fund is and other mutual funds that we might not be aware of. He teaches some strategies on how to beat the market, how to manage funds, and how to achieve greater returns. Listen in and learn more about this investment platform.
Links:
Website - Socius.com/team/mark-renz
Books:
Time Stamps:
05:14 – Mark’s background in finance
07:37 – What is a family office?
10:21 – What are Mutual Funds?
11:46 – Types of Mutual Funds
13:57 – How large is the mutual fund market?
15:06 – Importance of fees in selecting a mutual fund
20:49 – Active management funds
26:15 – Dimensional Funds: Who & What they are?
31:36 – Who can invest in dimensional funds?
33:37 – Biggest mutual fund companies
41:52 – Returns/Dividends strategy
48:56 – Fee Structure and Transparency
55:47 – Tools that can be used for transparency
59:36 – Mark’s personal investment portfolio
63:10 – Recommendations in buying stocks
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Transcript
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| 0:00.0 | Welcome to the Invest Like a Boss podcast. I'm Sam Marks and I'm Johnny FD. We're self-made entrepreneurs who invest our own money and use modern technology to invest like a boss. |
| 0:08.8 | Join us each week for exclusive interviews with our network of modern investors, business owners, and multimillionaires to discover new ways to invest our hard-earned cash. |
| 0:18.4 | Hey, hey, bosses. This is Johnny and welcome to episode 83 of the Invest Lago Boss podcast. I'm here in Chekma, Thailand, and I'm here with Sam Marks, who is in Brazil. |
| 0:29.4 | Live in La Vida. Lola Loka. Brazil. Brazil. That's insane. Like, every week when I call you, we have to figure out our time zones because I never have any idea what country you're in. |
| 0:43.2 | It's part of the fun and also part of the stress of podcasting remotely around the world. |
| 0:49.3 | But I would say at this point, it's more fun. |
| 0:51.9 | And we have a good internet connection today. |
| 0:53.8 | So party on baby yep |
| 0:55.9 | i can actually see you i have my lemon ginger tea because it's evening for me and what do you have in |
| 1:00.2 | front of you i got coffee can you hear the birds listen for a second can i hear the birds okay well |
| 1:05.9 | there's a lot of birds chirping it's great it's uh i love coming down here this time of year. So I got my coffee. |
| 1:12.1 | You guys hear that bird? That was a loud one. Oh, man. Well, anyways, listen, we're starting |
| 1:20.4 | the year. We've got to get back to some fundamentals, right? Fundamentals in investing. Fundamentals in life. |
| 1:25.2 | Actually, there's two big things that had, I had, I just assumed I knew what it was, |
| 1:31.9 | but it turns out I have no idea that this episode is on the cover. |
| 1:35.9 | One is what a mutual fund actually is. |
| 1:39.3 | And two, what a family office is. |
| 1:41.7 | I always hear this term, and especially with, you know, rich people with big adherences, talking about their family office is. I always hear this term, especially with, you know, |
| 1:44.6 | rich people with big adherences, |
| 1:46.3 | talking about their family office |
| 1:47.4 | or having a family office that invests their money. |
| 1:50.8 | And I actually had no idea what that was about |
... |
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