WEBCAST | David Salem Discusses Risk Versus Reward with Ted Oakley

About David Salem

David joined Hedgeye in early 2023 as its Managing Director of Capital Allocation.

Previously, David served as founding President and CIO of The Investment Fund for Foundations (TIFF) and as a partner at global investment advisory firm GMO, working closely with Jeremy Grantham on the design and execution of investment solutions for large institutional funds.

David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar since earning his JD, David has held adjunct faculty positions at Middlebury College and the University of Virginia. David also served in the White House Counsel’s office while enrolled at Harvard.

David's active speaking schedule has included talks at numerous colleges and universities, including Dartmouth, Duke, Harvard, MIT, Middlebury, Northwestern, and Oxford, and at conferences organized by the Association of Governing Boards, CCC Alliance, the CFA Institute, the Council on Foundations, the Foundation Financial Officers Group, FOX, IPI, the London Business School and NACUBO among other organizations.

David's extensive volunteer labors have included service as a trustee of Middlebury College, the Center for Effective Philanthropy, the Initiative for a Competitive Inner City and the Core Knowledge Foundation, and as a member of the investment committee of The Atlantic Philanthropies (originally d/b/a The Atlantic Foundation).

David and his wife Amory Rowe Salem and their children reside in Cambridge, MA, which serves as home base for Amory's work as a sports journalist and Head Coach of girls lacrosse at Cambridge Rindge and Latin School.

About Ted Oakley

Ted Oakley is Managing Partner and Founder of Oxbow Advisors.  With more than forty years of experience in advising high net worth clients in the investment industry, Oakley implements the firm’s proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective.  He is a frequent guest on FOX Business News, Bloomberg Radio, Thoughtful Money, The David Lin Report, and many more.

Mr. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).  He is a member of the Austin Society of Financial Analysts.  He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran.

Mr. Oakley began his career in Dallas, Texas, over 40 years ago. He is the author of ten books: You Sold Your Company, $30 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, Your Money Mentality, and Stay Rich with a Balanced Portfolio.

Mr. Oakley’s primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas.  Also, President and Founder of Advocates for Foster Children Foundation.  Mr. Oakley recently arranged for Foster Angels in South Texas to represent The Heart Gallery of Texas to further their adoption efforts.