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Second Foundation Partners is looking to hire for three new positions!

Please check out Careers at Epsilon Theory for more details, and please distribute the link to anyone you think might be interested!

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:

Fiat News in the Fog of War

By Rusty Guinn | October 18, 2023 | 24 Comments

The obligation of the news media when major events are unfolding should be to act with more discretion and care, not less.

They failed at this most critical task this week. Utterly.

Narrative Derangement Syndrome

By Rusty Guinn | August 22, 2023 | 22 Comments

Awareness of narrative is a necessary tool for the politically engaged citizen.

Up to a point.

If obliviousness to narrative is the easiest way to shut off our brains, narrative derangement syndrome is a close second. The citizen must be vigilant against both.

Men of God in the City of Man, Part 8: Zoonosis

By Rusty Guinn | July 17, 2023 | 156 Comments

Physical viruses sometimes jump from one species to another.

Narrative viruses sometimes jump from one culture to another.

All it takes is the right virus and a susceptible host.

Men of God in the City of Man, Pt. 7: Mutation

By Rusty Guinn | July 14, 2023 | 156 Comments

Narrative viruses are not immune to events in reality world – especially when we have made those narratives part of our identity.

And when a narrative becomes part of our identity, it changes what we need to be true.

Men of God in the City of Man, Pt. 6: Pandemic

By Rusty Guinn | July 12, 2023 | 156 Comments

Surprising outcomes in reality world that seem to confirm a narrative often produce explosive growth in its scale.

But also in its scope.

Men of God in the City of Man, Pt. 5: Epidemic

By Rusty Guinn | July 10, 2023 | 156 Comments

Men of God prophesied as early as 2007 that God would make Donald Trump the President of the United States.

Our narrative virus gave these predictions fertile ground to take root.

Men of God in the City of Man, Part 4: Epimemetics

By Rusty Guinn | July 7, 2023 | 156 Comments

Every narrative is built on memes that have evolved and adapted to human culture over centuries.

But some environments change the way that those memes are expressed. The effects can be explosive.

The Launch of FiatNews.com

By Rusty Guinn | July 6, 2023 | 0 Comments

Today we announce the beta launch of FiatNews.com, an Epsilon Theory sub-site devoted to the measurement of opinion content in news.

Our goal? Giving citizens the ability to know when they’re being told how to think.

Men of God in the City of Man, Part 3: Memetics

By Rusty Guinn | July 5, 2023 | 156 Comments

In the same way that genetics governs how physical viruses reproduce within a host, memetics governs how narrative viruses reproduce within a culture.

And the memes which govern our narrative virus are powerful.

Men of God in the City of Man, Part 2: Carriers

By Rusty Guinn | July 3, 2023 | 156 Comments

Every virus needs carriers to spread. Even a narrative virus.

We can learn a lot from what they have in common.