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. 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 plays guitar and drums on the worship team at his church in Connecticut, and dabbles in cooking, whisky, progressive rock and beating Ben at trivia.

Articles by Rusty:

ET Live! – 9.15.2020

By Rusty Guinn | September 15, 2020 | Comments Off on ET Live! – 9.15.2020

In today’s episode, it’s all about BITFD and the almost hilarious extremes to which the Long Now has infected our financial world. Don’t forget to refresh your browser if your video doesn’t start promptly after 2:00 PM ET.

The Projection Racket (Part 1)

By Rusty Guinn | September 14, 2020 | 23 Comments

Some of us are uncomfortable with BITFD, and that’s OK. Small-c conservatives should be uncomfortable. Small-l liberals should be uncomfortable.

They should also get on board.

This is a series about why.

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The Cartoon Put

By Rusty Guinn | September 1, 2020 | 13 Comments

Seeing cartoons made from data doesn’t give us license to ignore the underlying feature of the world being measured – it gives us a duty to cut through the abstractions obscuring that feature of the world.

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Cheesing

By Rusty Guinn | August 26, 2020 | 19 Comments

In a world awash with cheesing, being lawful good doesn’t mean being lawful stupid.

But for God’s sake, don’t lose your soul in the process.

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The Fujiwhara Effect

By Rusty Guinn | August 22, 2020 | 11 Comments

Citizens must be capable of holding multiple ideas in their heads at once.

We can believe that the aims and intents of political powers are not equal while also focusing explicitly on the misuse of the tools of narrative to manipulative the populace by BOTH.

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Can’t Fight This Feeling

By Rusty Guinn | August 12, 2020 | 7 Comments

No, I don’t think there’s a bubble. No, I don’t think a crash is coming. But when Mark Cuban says this reminds him of 1999 and 2000, he’s right.

And the reason worries me more than either of those things.

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ET Live! – 8.13.2020

By Rusty Guinn | August 11, 2020 | Comments Off on ET Live! – 8.13.2020

It’s the August 11th…I mean, August 13th edition of ET Live!, an interactive livestream in which Ben and Rusty discuss all things narrative in the world today.

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Get Me Tools and a Beer!

By Rusty Guinn | August 10, 2020 | 9 Comments

There is nothing wrong with wanting the US to bring back certain critical manufacturing industries to its shores.

But don’t buy the narrative that a crazy scheme like the Kodak grift is the only way to make it happen.

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The Mountain and the Molehill

By Rusty Guinn | August 4, 2020 | 22 Comments

There ARE real threats to both the rule of law and our cherished capitalist system today.

But you won’t find either on the streets of Portland or Seattle.

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That’s the Thing I’m Sensitive About!

By Rusty Guinn | July 29, 2020 | 2 Comments

Like all abstractions, extremes can be misleading. They can also be revealing. Using extreme times to learn what our leaders and institutions are sensitive about is a critical, unmissable lesson.

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