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:

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

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.

Read more

The Stupid War

By Rusty Guinn | July 19, 2020 | 24 Comments

The war over reopening schools is a proxy war.

The real war is between political parties, but they’ve set up the fight as teachers on one side vs. parents on the other.

This is not our war. This is THEIR war.

How to stop it? We refuse to fight.

Read more

An Advantageous Contagion

By Rusty Guinn | July 14, 2020 | 17 Comments

Sometimes good news comes from unexpected places.

And sometimes it’s best just to go with it.

Read more

July 2020 Epsilon Theory Narrative Monitors

By Rusty Guinn | July 8, 2020 | Comments Off on July 2020 Epsilon Theory Narrative Monitors

We have officially re-launched our Epsilon Theory Professional Monitor series in July 2020 with the new and improved Central Bank monitor. We are grateful for your patience that let us develop a more actionable, interpretable research product. Click HERE to access the PDF of this report.

Harrumph!

By Rusty Guinn | July 7, 2020 | 8 Comments

There is an emerging narrative structure that places a lot of demands on us as citizens – and justifiably so.

But the claim that “silence is complicity” becomes something else entirely when we redefine silence as the failure to say exactly what we demand.

Read more