August 21, 2025

Investing 101

Everest Insights Ep.5: The Investment Wisdom of Victor Haghani

Just wrapped a powerful conversation with Victor Haghani — from our early days at LTCM to his work at Elm Wealth and The Missing Billionaires. We covered:

  • LTCM’s collapse & the psychology of leverage
  • Why poor sizing—not poor picks—kills generational wealth
  • Elm’s dynamic allocation & utility-based frameworks
  • Asian HNWIs & cross-border portfolio design
  • Liquidity trade-offs in alternatives vs passive strategies
  • Wisdom from the frontlines of risk, behavior & long-term wealth

Grateful to reconnect and reflect on what really matters in wealth management today.