In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets. IN THIS EPISODE, YOU'LL LEARN:<ul><li>(01:14) Starting out right as the GFC began&nbsp;</li><li>(08:39) His stance on the banking sector in today’s environment&nbsp;</li><li>(17:25) The most surprising metric of 2021 to date</li><li>(38:56) And be sure to stick around towards the end where David offers a few stock selections that he’s bullish on.&nbsp;</li></ul> *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES:<ul><li>David Schawel <a href="https://twitter.com/DavidSchawel?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Family Management Corp <a href="https://www.familymanage.com/" rel="noopener noreferrer" target="_blank">Website</a></li><li><a href="https://www.adyen.com/our-solution/online-payments?gclid=CjwKCAjwvuGJBhB1EiwACU1AiadzQsn68VsMgnOYM8zMBZoIAlO31Sy77gb9wZylPck34WsA-vASmRoCTSkQAvD_BwE" rel="noopener noreferrer" target="_blank">Adyen Payments</a> </li><li>Trey Lockerbie&nbsp;<a href="https://twitter.com/treylockerbie" rel="noopener noreferrer" target="_blank">Twitter</a></li><li>Preston, Trey &amp; Stig’s tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool&nbsp;</a></li><li>Protect your online activity TODAY with the VPN rated #1 by CNET and Wired, and get an extra 3 months FREE on a one-year package with <a href="http://expressvpn.com/tip" rel="noopener noreferrer" target="_blank">ExpressVPN</a></li><li>Find people with the right experience and invite them to apply to your job. Try&nbsp;<a href="https://ziprecruiter.com/investors" rel="noopener noreferrer" target="_blank">ZipRecruiter</a>&nbsp;for FREE today</li><li>Have high quality, sustainably-sourced Wild-Caught Seafood delivered right to your door with&nbsp;<a href="https://wildalaskancompany.com/wsb" rel="noopener noreferrer" target="_blank">Wild Alaskan Company</a>. Order today and get $15 off your 1st box of premium seafood</li><li>Communicate your ideas in the best way possible with&nbsp;<a href="https://www.canva.com/" rel="noopener noreferrer" target="_blank">Canva</a></li><li>Invest in the $1.7 trillion art market with&nbsp;<a href="https://www.masterworks.io/" rel="noopener noreferrer" target="_blank">Masterworks.io</a>. Use promocode WSB to skip the waitlist. See important disclosures&nbsp;<a href="https://masterworks.io/disclaimer" rel="noopener noreferrer" target="_blank">here</a></li><li>Get help writing your emails, reports, presentations, resumes, blogs today with&nbsp;<a href="https://www.wordtune.com/wsb" rel="noopener noreferrer" target="_blank">WordTune</a></li><li>Join&nbsp;<a href="https://ourcrowd.com/study" rel="noopener noreferrer" target="_blank">OurCrowd</a>&nbsp;and get to invest in medical technology, breakthroughs in ag tech and food production, solutions in the multi-billion dollar robotic industry, and so much more</li><li>Start feeling better with a single message. Match with a licensed therapist with&nbsp;<a href="https://www.talkspace.com/" rel="noopener noreferrer" target="_blank">Talkspace</a>&nbsp;and get $100 off your first month with the promo code WSB</li><li>Connect with other users - friends, other members, and notable investors with&nbsp;<a href="https://public.com/" rel="noopener noreferrer" target="_blank">Public.com</a>. Use code BILLIONAIRES and get up to $50 in free stock to get started in growing your portfolio. Valid for U.S. residents 18+. Subject to account approval. See&nbsp;<a href="https://public.com/disclosures" rel="noopener noreferrer" target="_blank">Public.com/disclosures</a>. Not investment advice</li><li>Updating your wardrobe with&nbsp;<a href="https://mizzenandmain.com/" rel="noopener noreferrer" target="_blank">Mizzen+Main</a>. Use promo code WSB to receive $35 off an order of $125 or more</li><li>Read the&nbsp;<a href="https://www.theinvestorspodcast.com/business/personal-finance-101/" rel="noopener noreferrer" target="_blank">9 Key Steps to Effective Personal Financial Management</a></li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a></li><li>Support our free podcast by supporting our&nbsp;<a href="https://www.theinvestorspodcast.com/sponsors/" rel="noopener noreferrer" target="_blank">sponsors</a></li></ul> HELP US OUT!Help us reach new listeners by leaving us a&nbsp;<a href="https://docs.google.com/presentation/d/1Rnl5KGxmrYISQ7UfbEREMN-AD6b40i6CwWUbXaTabmI/edit" rel="noopener noreferrer" target="_blank">rating and review</a>&nbsp;on&nbsp;<a href="https://podcasts.apple.com/us/podcast/we-study-billionaires-the-investors-podcast-network/id928933489" rel="noopener noreferrer" target="_blank">Apple Podcasts</a>! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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TIP380: A Holistic Approach w/ David Schawel

We Study Billionaires - The Investor’s Podcast Network