This podcast is sponsored by:

The CFA Institute. The CFA Institute is the global association of investment professionals whose mission is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. CFA Institute serves a global community of investment professionals working to build an investment industry where investors' interests come first, financial markets function at their best, and economies grow. The Chartered Financial Analyst credential is the most respected and recognized investment management designation in the world. The views expressed in this podcast do not necessarily represent the views of the CFA Institute.

Show Notes:

[00:03:30] – (First question) – Rishi’s broad take on markets and whether or not he really likes them

[00:05:30] – Defining esoteric markets

[00:08:31] – Looking at the mountain of assets that are most impacted or made most efficient by markets and how Rishi describes each level of that pyramid

[00:12:28] – Looking at an esoteric asset at the early part of Rishi’s career

[00:16:23] – Why is there little competition in these types of investment opportunities

[00:23:06] – How they created a market and turned an esoteric asset into a return opportunity, starting with the charter school funding example

[00:31:54] – Looking at how this is done internationally

[00:38:55] – What they consider a platform

[00:44:18] – A simplified explanation of what Orthogon does

[00:50:30] – What are the main reasons people don’t want to go down this road since it seems like an obvious choice

[00:59:00] – Looking at the most memorable experiences in esoteric investing

[01:01:10] – What value has Rishi found in his extensive education, credentials, and certifications

[01:07:31] – Another topic that Rishi finds interesting and he’d want to lecture on if he could other than investing.

[01:09:48] – What is the right formula and types of goals you should consider in planning your life

[01:14:39] – Kindest thing anyone has done for Rishi