Due Diligence in Investment Management With Bob Hoyt and Soren Peterson
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It takes due diligence to ensure your investments are as protected as possible.
In this episode, Bob Hoyt, President and Investment Committee Chairman at MCM Wealth, and Soren Peterson, AMP 1 Research Analyst, dive into the intricacies of due diligence and its critical role in constructing robust investment portfolios. They explain how the MCM Wealth team conducts thorough due diligence, what factors they consider, and how they mitigate risks to enhance the profitability and stability of investments.
Bob and Soren discuss:
- Understanding the concept of due diligence with real-world analogies
- How MCM Wealth uses due diligence to manage multi-strategy, multi-manager funds
- The importance of qualitative and quantitative factors in investment evaluations
- MCM Wealth’s unique methods for ongoing due diligence and risk management
- And more
Connect with Geoff Hakim:
- MCM Wealth
- Office: 844-626-4949
- LinkedIn: Geoff Hakim
- geoff@mcmwealth.com
- Direct Line: 415-299-6574
Connect with Bob Hoyt:
Connect with Soren Peterson:
About our Guests:
Robert (Bob) Hoyt is the Principal, President, and CIO of MCM Wealth and chairs the Investment Committees for both MCM Wealth and the AMP I Fund. Dr. Hoyt began his career practicing clinical psychology while serving as an Adjunct Professor at Mount Sinai Medical School.
He then worked within his family’s industrial distribution business, eventually becoming CEO and ultimately taking his business public. He became CIO of his own family office in 2000. In 2004, he also became a partner and a member of the Investment Committee of a hedge fund that made private placements in public securities (PIPES). In 2014, he founded Blue Hall Wealth Advisors. In 2021, after years of sharing ideas and collaborating on projects with Geoffrey Hakim, he joined Marin Capital Management. (Mr. Hoyt is also an investment advisory representative.) Mr. Hoyt received his B.A. from Sarah Lawrence College, a master’s degree from Northwestern University, and a Ph.D. in clinical psychology from Yeshiva University.
Soren Peterson, AMP 1 Research Analyst, heads manager identification and research for AMP 1. He joined MCM Wealth as an intern in June 2018 and became a research analyst by year-end. Mr. Peterson has served as a Peer Assisted Learning Specialist (PALS) at the Santa Rosa Junior College where he taught statistics to community college and adult learning students. Prior to joining the firm, he was a student at Santa Clara University’s School of Engineering from 2017-2018 where he received the Dean’s List recognition for attaining a 4.0 GPA and was rewarded a $120,000 Merit Grant. Soren has devoted significant time to community service serving as a build member for Habitat for Humanity Santa Clara University Chapter from 2017-2018, and before that serving as a Junior Commissioner on the County of Sonoma Commission on Human Rights from 2015-2016. Mr. Peterson is currently continuing his education in finance at NYU Stern Undergraduate College.