Rusty Guinn

Co-Founder and CEO

 @WRGuinn

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. Hobbies include cooking, whisky, progressive rock and beating Ben at trivia.

Articles by Rusty:

Election Index: Beyond the Debates – 6.30.2019

By Rusty Guinn | July 10, 2019 | 2 Comments

The first debates have come and gone, and winners and losers identified. Yet in narrative world, we see a slightly different story. We learn about it in the June 30th edition of Epsilon Theory’s Election Index.

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ET Live! – 7.9.2019

By Rusty Guinn | July 9, 2019 | Comments Off on ET Live! – 7.9.2019

It’s the July 9th ET Live!, where we dive into all things Libra, Facebook and get an update on market narratives.

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Raking it in

By Rusty Guinn | July 8, 2019 | 0 Comments

A few months ago, we noted how important it had become for public figures and corporations to control their own cartoon, lest someone control it for them. Well, now that advice has itself become the narrative. Don’t say you weren’t warned.

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US Fiscal Policy Monitor – 6.30.2019

By Rusty Guinn | July 6, 2019 | Comments Off on US Fiscal Policy Monitor – 6.30.2019

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Trade and Tariffs Monitor – 6.30.2019

By Rusty Guinn | July 6, 2019 | Comments Off on Trade and Tariffs Monitor – 6.30.2019

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Central Bank Omnipotence Monitor – 6.30.2019

By Rusty Guinn | July 6, 2019 | Comments Off on Central Bank Omnipotence Monitor – 6.30.2019

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Inflation Monitor – 6.30.2019

By Rusty Guinn | July 6, 2019 | Comments Off on Inflation Monitor – 6.30.2019

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ET Pack Gathering #1 – Northeast US

By Rusty Guinn | July 3, 2019 | 1 Comment

It’s the Pack Gathering, a small conclave of like-minded people interested in talking ideas and enjoying good, genuine company.

The first event will take place in our headquarters town of Fairfield, Connecticut. New England and Mid-Atlantic, this is your event.

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Life in the Gyre

By Rusty Guinn | July 2, 2019 | 12 Comments

I was mad, and I was going to write an article about what had made me mad.

Except I was wrong. And the truth about what is happening in media should be much more concerning. It is seductive in ways that will make it difficult to resist for anyone who hasn’t decided to pay attention to those who would tell us what the crowd thinks the crowd thinks.

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The Solution To The Fintech IPO Shortage

By Rusty Guinn | July 1, 2019 | 0 Comments

There’s a narrative that exists in Fintech that isn’t really present in most other early stage technology businesses. It defines why they’re different, who succeeds and who fails at getting to a liquidity event and a long-term growth trajectory.

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