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.