Evergreen Exchange

Latest Episodes:

Coffee with Evergreen: November 12 Nov 12, 2021

Show notes

In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021.

As always, we hope you enjoy the listen!

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Coffee with Evergreen: October 4th Oct 04, 2021

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In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th.

As always, we hope you enjoy the listen!

Coffee with Evergreen: September 23rd Sep 23, 2021

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In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market.

As always, we hope you enjoy the listen!

Deep Dive: A Behind the Scenes Look at Seattle's VC Landscape Sep 20, 2021

Show notes

Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market.

As always, we hope you enjoy the listen!

Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

Deep Dive: Moya Skillman on the Greater Seattle Area's Real Estate Boom Sep 09, 2021

Show notes

Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very selective about the professionals we partner with to guide clients through the process. With Moya's 15 years of experience in residential real estate and selling over $200 million annually, you'll not want to miss what she has to say regarding the current market and trends in the Seattle area. Answers to these questions and more:

How does this compare to other boom periods?
What area do you find most attractive?
What is your biggest concern?
Advice to first-time buyers or those worried about their kids being able to get into real estate in the future?
What do clients who are downsizing need to be aware of?
How do you help buyers of more lavish estates and properties to prepare?

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

Coffee with Evergreen: September 3rd Sep 03, 2021

Show notes

In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates, inflation, and various other economic realities. Evergreen has long been known as an "income manager". Not because our portfolios neglect to focus on the equity side, but because active management of both the stock and bond sides is uncommon even amongst professional managers. For 25 minutes, co-CIO Jeff Dicks, describes to listeners the ways in which his team leaves no stone unturned when optimizing portfolios for cash flow.

Since March, inflation rates have moved up from 1.5% YoY to over 5% and at the same time, the 10-year has gone from 1.8% to 1.35%. What is happening to cause this?
Given rates are so low, how are we positioning our income portfolios today?
What are the biggest risks facing financial markets and do we anticipate a major correction near-term?

As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

Deep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization" Aug 20, 2021

Show notes

Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions:

How might social and political issues in Afghanistan impact markets?

What should U.S. investors make of Chinese tech regulation? And, how should investors participate in China?

Is now the time to consider Asian debt for your portfolio?

As always, we hope you enjoy the listen! Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

Planning for Tax Reform Jun 28, 2021

Show notes

In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration.
Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics:
What are some key highlights of Biden’s tax plan for individuals?
Who is most impacted?
For those impacted, what moves should be made in 2021?
Should high income earners consider accelerating income?
What strategies should business owners consider?

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

Sports franchise ownership could be for you Jun 10, 2021

Show notes

Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another result of the status quo shift happening in nearly every sector to stay afloat after more than a year of Covid restrictions. This episode will answer the following questions:

What’s changed in terms of the ownership of professional sports franchises?
Who has been investing in professional sports historically?
Is this a good area to invest?
What are the risks of investing?
Will Evergreen be pursuing this on behalf of your investors?

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

"Accidental Wealth" & Smart Investing for Tech Workers May 26, 2021

Show notes

Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From developer to director, talented folks in the tech space tend to hit a level of means they are un-prepared to manage at some point in their working life.

Jeff Otis and Katie Vercio have built their careers in investment advice and financial planning, surrounded by the growth of Amazon, Microsoft, and other rising SaaS companies. How does this investor balance their interest in DIY personal finance with the real benefit of professional guidance? Find the right advisor who regularly works with tech execs, promotes a simple and transparent fee model, and can help clients learn to see around corners.

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

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