Rusty Guinn

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:

The Recipe for Agent Orange – The Projection Racket, Pt. 3

By Rusty Guinn | December 1, 2022 | 27 Comments

There is a true story of free market capitalism. It is one of humanity’s greatest and most important stories.

There is also a myth of free market capitalism. It is one of humanity’s most manipulated stories.

The Fifteen Faces of Fiat News

By Rusty Guinn | July 26, 2022 | 35 Comments

We’re building a Narrative Early Warning System (NEWS) as our first major research project in a larger effort to inoculate ourselves against the weaponized narratives of Big Tech, Big Media and Big Politics.

You’re Not Wrong, Walter

By Rusty Guinn | January 20, 2022 | 0 Comments

The first actual rich person I ever met, I met at Wharton. Same goes for the second, third and probably 100th, for that matter. At…

An Inconvenient Truce Revisited

By Rusty Guinn | January 3, 2022 | 72 Comments

Polarization often isn’t an accident. It is the result of intentional narrative construction – constructions designed to make us believe that we are sane and unfairly judged, and that our opponents are insane and hypocritical.

Understanding how to recognize and respond to these constructions in the wild is now an indispensable skill of the citizen.

An Inconvenient Truce

By Rusty Guinn | January 3, 2022 | 72 Comments

Polarization often isn’t an accident. It is the result of intentional narrative construction – constructions designed to make us believe that we are sane and unfairly judged, and that our opponents are insane and hypocritical.

Understanding how to recognize and respond to these constructions in the wild is now an indispensable skill of the citizen.

The Medium is the Message

By Rusty Guinn | November 30, 2021 | 10 Comments

Social media is not just a delivery mechanism for content.

The delivery of content through social media IS the content.

The NFL Has a Gambling Problem

By Rusty Guinn | November 15, 2021 | 35 Comments

The outcomes of NFL games are inordinately influenced by officials relative to other sports. This is not new. The narrative environment faced by the NFL in 2021, however, IS new.

I’m not sure they’re ready for it.

When Narrative Takes Flight

By Rusty Guinn | October 14, 2021 | 18 Comments

We find ourselves together now at the stage of the Widening Gyre in which your political identity now determines the reality you wish to accept about three days of moderate operational difficulties at the ninth largest global airline, as measured by passenger-miles.

Oh, a Rhinoceros

By Rusty Guinn | September 8, 2021 | 0 Comments

A video made the rounds on various social media platforms last night and this morning. By now you have probably seen it. A young man…

Burying the Lede

By Rusty Guinn | August 26, 2021 | 8 Comments

The ability to influence our behaviors as information consumers isn’t confined to whether we are explicitly being told how to think about something. Narrative is just as easily communicated through the selective absence of information, through its placement on a page, through the editorial decision regarding the volume and emphasis of its coverage.