From Hotel Clerk to Portfolio Manager — Gautam Baid
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In the land of opportunity, Gautam Baid never lost sight of his dreams ... After moving to the U.S. from India, Baid found himself working the graveyard shift as a hotel clerk. But today, he's a bestselling author and has managed over $650 million in assets. In this episode, Baid joins host Charles Mizrahi to discuss how an attitude of lifelong learning can contribute to compounding success.

Topics Discussed:

  • An Introduction to Gautam Baid (00:00:00)
  • Life in India (00:04:14)                 
  • Immigrating to the U.S. (00:10:01)
  • CFA on Minimum Wage (00:14:27)
  • Graveyard Reading (00:19:44)
  • Hotel Clerk to Portfolio Manager (00:22:27)
  • The Power of Compounding (00:30:19)
  • A Book of Wisdom (00:36:30)
  • The Next Chapter (00:43:55)
  • A Long-Term Game (00:49:57)

Guest Bio:

Gautam Baid, CFA, moved to the U.S. in 2015 after working as a senior analyst for Citigroup and Deutsche Bank. Before breaking into the investment industry, Baid dedicated himself to reading as much as he could on the subject. This strong intellectual foundation helped him secure a position as a portfolio manager at Summit Global Investments.

Since then, Baid has founded Stellar Wealth Partners Private Limited, a SEBI-registered Research Analyst firm, and small case manager for investors in the Indian stock market. He’s also the founding creator at curation-based learning platform Chapter, where he teaches a course on “The Discipline of Investing.”

Resources Mentioned:

· The Joys of Compounding: The Passionate Pursuit of Lifelong Learning

· Twitter: @Guatam_Baid


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