25: From a $20B RIA to One of the World’s Largest Family Offices John Tennaro Still Has an Eye for Boutiques | Why Boutiques Need to Specialize | The Power of Qualitative: Analysts Can Get the Data, Tell Them Stories

Some say only small allocators invest in boutiques. Not true.

Today's guest, John Tennaro has worked for some of the largest RIAs and family offices in the world, managing double-digit billions and more. And guess what? He’s here to tell you the big guys still have an eye for boutiques. 

Ready for a tall glass of hope - with a side of tough love advice, no chaser? Listen in as John shares:

• His backstory and how an economics class sparked his passion for ESG
• A deep dive into the mind of an allocator, revealing what factors drive their investment decisions
• Why past performance isn't the whole story when allocators are on the hunt
• What it takes for a fund manager to win his nod of approval when pitching a partnership

About John Tennaro:

John Tennaro, Certified Investment Management Analyst (CIMA) and Certified SRI Counselor (CSRIC) is an engaging professional with nearly 25 years of multidisciplinary experience that has focused on intentionality, authenticity, compassion, and "thinking outside the box". He has an extensive career and contribution to a range of financial services organizations and has led in the research and innovation of due diligence, investment management, asset allocation, and product development. 

John lives in Annapolis, MD with his wife and two beloved dogs, where he is active within his community, including being a proud member of the United States Naval Academy Sponsor Program. 

Resources mentioned in this episode:

Books: The Psychology of Investing, Ghost Wave Discovery: Chris Dixon

Songs: Led Zeppelin - Ramble On, AC/DC - It's a Long Way to the Top (If You Wanna Rock 'N' Roll)

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