CHAPTER 8CASE STUDY: KAL SALAMA, CIO, THE HEADLANDS GROUP

In the first few chapters of the book, we looked at how the wealth management industry is evolving, with the emergence of a new mindset focused on asset allocation particularly through the use of ETFs. Kal Salama, the CIO of The Headlands Group, has been at the forefront of that change, first investing in ETFs in 1997 when they were still very nascent products.

The Headlands Group is a RIA firm located in the San Francisco Bay Area that advises high-net-worth clients. Founded in 1985, it was one of the early adopters of ETFs when it invested in World Equity Benchmark Shares (WEBS) country ETFs (which later became iShares country ETFs). The WEBS allowed The Headlands Group to design global ...

Get ETF Investment Strategies: Best Practices from Leading Experts on Constructing a Winning ETF Portfolio now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.