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:

The Front

By Rusty Guinn | March 26, 2019 | 2 Comments

We take a break from Fiat News to talk about the much simpler, much more straightforward ways that we are told how to think.

They’re not new, but in the widening gyre of our current political Zeitgeist, they are becoming the main attraction.

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The Zeitgeist Weekend Edition – 3.24.2019

By Rusty Guinn | March 24, 2019 | 5 Comments

The weekend Zeitgeist, in which the Gray Lady’s news coverage gets even grayer, everybody loves Beto, Rusty discovers a new Hall of Fame about which he has opinions, and abstracted thinking in cheese research.

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Free-Range Kids / Free-Range Capitalism

By Rusty Guinn | March 23, 2019 | 7 Comments

Helicopter parenting produces kids whose ability to evaluate and take risks has been crippled. If we’re not careful, helicopter parenting from policy-makers will do the same to us as investors.

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The Zeitgeist – 3.22.2019

By Rusty Guinn | March 22, 2019 | 4 Comments

In which we are told that China is not the AI-powered dystopia we we were looking for, we encounter the “seen to” Fiat News tell in the wild, and we take a longer look at something over the better part of…an evening?

All the Fiat News that’s fit to scrutinize.

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Admiring the Problem

By Rusty Guinn | March 20, 2019 | 9 Comments

One of the missionary’s most powerful tools is admiring the unsolvable problem – finding new ways of describing what’s wrong without an honest effort to actually fix it.

With apologies, add this to the list of things that you will now see everywhere.

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ET Live! – 3.19.2019

By Rusty Guinn | March 19, 2019 | Comments Off on ET Live! – 3.19.2019

In this ET Live!, Ben and Rusty dig into the transition of capital markets into political utilities – this time with a special focus on private markets.

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The Zeitgeist – 3.19.2019

By Rusty Guinn | March 19, 2019 | 6 Comments

Today’s Zeitgeist is about tweet nudges, massive law partner payouts, a big reason for massive law partner payouts, your closet, the people who want to sell you…rope, and more.

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Is ESG Now Part of the Zeitgeist?

By Rusty Guinn | March 18, 2019 | Comments Off on Is ESG Now Part of the Zeitgeist?

In this ET Pro In Focus note, we explore the narrative structure of ESG and SRI investing. Our question: is it finally part of the Zeitgeist, or a trend that will continue to come and go?

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Good Luck!

By Rusty Guinn | March 18, 2019 | 4 Comments

Ben has already talked about the biggest and most important thing we can do in the face of the admissions bribery scandal.

But many remain convinced that this scandal is an inflection point, a change in the Zeitgeist. It isn’t. But that doesn’t mean we can’t be watching for our opportunity to weaken the influence of the Church of Credential.

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The Zeitgeist Weekend Edition – 3.16.2019

By Rusty Guinn | March 16, 2019 | 5 Comments

First it’s a healthy reminder of the narrative strength of health care costs. Then it’s a brief education on the narratives of elite universities.

But mostly it’s Fiat News. Lots and lots of Fiat News.

Read more