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:

Credit Cycle Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Credit Cycle Monitor – 3.31.2019

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US Fiscal Policy Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on US Fiscal Policy Monitor – 3.31.2019

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Trade and Tariffs Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Trade and Tariffs Monitor – 3.31.2019

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Central Bank Omnipotence Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Central Bank Omnipotence Monitor – 3.31.2019

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Inflation Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Inflation Monitor – 3.31.2019

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First World Problems in Fund Management

By Rusty Guinn | April 3, 2019 | 4 Comments

An interesting question with a straightforward answer. Put simply, if a fund manager tells you they’re selling, ignore the reason they give and replace it with “Big founder wants liquidity.”

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ET Live! – 4.2.2019

By Rusty Guinn | April 2, 2019 | Comments Off on ET Live! – 4.2.2019

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The Zeitgeist – 4.1.2019

By Rusty Guinn | April 1, 2019 | 3 Comments

Today’s Zeitgeist is all about trust in the trustless (ugh), hope springing eternal in Value Added, benchmarking the unbenchmarkable, Fiat News through bad Googling, and why we can’t shake fat fingers.

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The Weekend Zeitgeist – 3.30.2019

By Rusty Guinn | March 30, 2019 | 9 Comments

The weekend Zeitgeist, in which we are reminded that we need Silicon Valley to tell us what art is, that we need Zucker and Murdoch to tell us what news is, and opposing politicians to tell us what we should be mad about.

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Next ET Live! Event – Tuesday, April 2, 2019 @ 2PM EDT

By Rusty Guinn | March 26, 2019 | Comments Off on Next ET Live! Event – Tuesday, April 2, 2019 @ 2PM EDT

We hope you’ll join us for the next edition of Epsilon Theory Live! on Tuesday, April 2nd at 2PM ET. Remember that ET Live! is a subscriber-only event, so if you want to participate with this unique interactive feature, please make sure that you’ve subscribed to either our ET Premium or ET Professional service.