Coffee with Evergreen #19
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen’s Senior Analyst, to discuss the main economic…
Coffee with Evergreen #18
In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They…
Coffee with Evergreen #17
In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client…
Coffee with Evergreen #16
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th.
Coffee with Evergreen #15
In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen’s Senior Analyst, Gherman Howell. Gherman gives a high-level overview…
Coffee with Evergreen #14
In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee’s outlook on…
Sports Franchise Ownership Could be for You
Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the…
Coffee with Evergreen #12
In this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay about the wealth management industry as a whole and…
Coffee with Evergreen #11
In this episode, Jeff Otis talks with senior analyst, Gherman Howell, about our approach to the research and selection of securities…
Coffee with Evergreen #10
In this episode, Jeff Otis talks with Gavekal CEO & co-founder, Louis Gave, about what we are watching right now. Topics…
Coffee with Evergreen #9
In this episode, Jeff Otis talks with Director of Investments, Jeff Dicks, about what we are watching right now. Topics discussed…
Coffee with Evergreen #8
In this episode, Jeff Otis talks with Investment Committee member, Jeff Eulberg, about what we are watching right now. Topics discussed…