Rusty Guinn
Co-Founder and CEO
Rusty Guinn is co-Founder and CEO of Second Foundation Partners, LLC, and has been a contributing author to Epsilon Theory since 2017.
Before Ben and Rusty established Second Foundation, Rusty served in a variety of investment roles in several organizations. He managed and operated a $10+ billion investment business, led investment strategy for the second largest wealth management franchise in Houston, and sat on the management committee of the 6th largest public pension fund in the United States.
Most recently, Rusty was Executive Vice President over the retail and institutional asset management businesses at Salient Partners in Houston, Texas. There he oversaw the 5-year restructuring and transition of Salient’s $10 billion money management business from legacy fund-of-funds products to a dedicated real assets franchise.
He previously served as Director of Strategic Partnerships and Opportunistic Investments at the Teacher Retirement System of Texas, a $12 billion portfolio spanning public and private investments. Rusty also served as a portfolio manager for TRS’s externally managed global macro hedge fund and long-only equity portfolios. He led diligence, process development and the allocation of billions of dollars across a wide range of indirect and principal investments.
Rusty’s career also includes roles with de Guardiola Advisors, an investment bank serving the asset management industry, and Asset Management Finance, a specialized private equity investor in asset management companies.
He is a graduate of the Wharton School, and lives on a farm in Fairfield, Connecticut with wife Pam and sons Winston and Harry. He serves as a member of the Board of Directors of the Houston Youth Symphony, and with Pam has been a long-time supporter and founding Friend of the Houston Shakespeare Festival. He also serves as a member of the Easton Volunteer Fire Company in Easton, Connecticut. Rusty spends his free time smoking meat, working his apple orchard, enjoying whisky, badly butchering progressive rock drumming and jeopardizing long-term relationships through high-stakes board games.
Articles by Rusty:
Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…
Ben and Rusty update subscribers on the shift from cooperative to competitive games and our Narrative research program, with a focus on the China Trade War and US electoral politics.
It’s the Weekend Zeitgeist! In which we get a flood of flood coverage, everybody is a contrarian, Bloomberg covers abortion, Time magazine does Time magazine things and Raleigh invites an unexpected guest or two to the 2019 Zeitgeist.
We spend a lot of time on our trade ideas, and do a lot of hand-waving at what we believe that everyone else believes. It’s a core problem for investors, and one that can’t be avoided.
If Memorial Day is anything, it is a day for telling and re-telling stories about Full Hearts. Let me tell and re-tell you the story of Milton Lee Olive III.
It’s the Holiday Weekend Zeitgeist! In which we see an election season narrative make its way into other topics, hear the FDA’s plans to deal with expiring salt, hear from local man about local bear, hear from local man about local swimming hole, begin to doubt our judgment about the political import of impeachment proceedings, and read some perverse New York Times fanfic.
Today we introduce the Epsilon Theory Election Index, a service intended to help you spot when you are being told how to think about the upcoming election, and to help you make up your own damn mind about it.
In this edition we introduce the key terms of our analysis and show you how the early days of the Democratic primary season are playing out.
In short? Whatever polls are saying, the narrative from the media appears to be that progressive is in, and Biden ain’t it.
I like to think that we do a good job responding to our readers’ questions. If we have a weak spot, however, I know where…
It’s the Weekend Zeitgeist! In which anti-Semitism raises its ugly head (again), the iconoclasm debate joins the fray (again), we stress about the gig economy, observe a campaign that doesn’t fit the narrative, explain away funeral cost increases and finally – finally! – hear the true story of…sky penis?
It’s the Thursday Zeitgeist, from sporadic United Wi-fi, high in the air above all of you. Today is about bank cartoons, the warm afterglow of an industry conference that ‘really shook things up’, the drumbeats of value, a reminder to ask ‘why am I reading this NOW’ and some trade war trading advice we can (mostly) get behind.