Stories That Equip
The Generous Investor podcast shares compelling stories that provide actionable wisdom for people who want to invest well and share their wealth wisely.
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Meet Steve Carr
I’m Steve Carr, your host for Generous Investor conversations. A native of Indiana, I have been a professional investor for more than 28 years, the last 15 of which have been at Peloton Capital Management, where I’m one of the principals. I manage private client portfolios as well as Peloton’s hedge fund. What gets me up in the morning? My dog. But after that it’s managing money for generous people. I’ve been married to Lisa for 27 years and we have four wonderful children together. I love wilderness backpacking and am a certified national park nut.
01
Investing can be tricky.
Understanding and prioritizing opportunities is challenging, and so is avoiding mistakes due to misplaced fear and greed.
02
Giving well isn't easy either.
Which organizations should I support? How can I give in a tax-smart way? Moreover, most people are reluctant to speak about their giving practices. Yes, it’s noble to give quietly but anonymity is a poor guide for those wanting to become better.
03
Helping people both invest and give better.
The Generous Investor podcast aims to be an information hub, helping people both invest and give better. Through conversations with vetted investing, tax, and legal experts as well as trusted non-profit organizations and donors, the Generous Investor will equip people at this intersection to be more confident, wiser investors and donors.
Episode List
Brian Pitikin, URI Capital Management
My guest today is Brian Pitkin, founder and portfolio manager of URI Capital Management. Brian runs a focused equity fund for accredited investors, which is characterized by thorough fundamental research, patience, long-range deep thinking, and trading only when...
Joanna Taft, Harrison Center for the Arts
Joanna Beatty Taft is founder and Executive Director of Harrison Center for the Arts. The center is located at 16th and Delaware streets in Indianapolis, and it aims to address "community problems with cultural solutions" by among other things, cultivating "emerging...
Jessica Williams, Robinson Farthing Spandau Williams
Jessica Williams is partner in the Indianapolis law firm Robinson Farthing Spandau Williams, and concentrates her practice in estate & charitable gift planning. As we move through life, both estate and charitable gift planning considerations change. That is the...
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Quotes From Recent Episodes
“What makes this business durable? And is this a business that I personally believe that I can see or understand what it will look like 20 years from now.”
“Some people say ‘what are your outreach programs?’ That’s really offensive to me. We don’t have outreach programs. We include everyone.”
“I would reflect on what, how to give today. I would just give yourself a deadline and get it done. There are so many charities that need help.”