General Investing >> Money Manager Interviews >> October 17, 2013

Index-Only Investing With a Focus on Goals and Tax Efficiency

Osbon, Max
Max Osbon, Partner & Operations, runs operations from top to bottom for Osbon Capital Management, and is a frequent contributor to its weekly publications. Prior to joining Osbon Capital Management, Mr. Osbon was at Bloomberg L.P. managing the Bloomberg Terminal relationship with Goldman Sachs. He holds degrees in mathematics and finance from Santa Clara University in California. Profile
Osbon, John F.
John F. Osbon, Founder and Chief Investment Officer, established Osbon Capital Management in 2005 after two prosperous decades on Wall Street. Previously, Mr. Osbon opened the Morgan Stanley private wealth office in Boston in 2000 as its Executive Director. In addition, he was a Managing Director and Head of Atlantic Trust Pell Rudman in Boston, and a Managing Director at Credit Suisse First Boston. Mr. Osborn is the Chairman of the board of overseers and a Trustee Ex Officio of the Boston Ballet. He has served on the development board of Park Street School in Boston, the board of overseers of the Peabody Essex Museum, the board of the trustees of the Boys and Girls Club of Nantucket, the vestry of St. Paul’s Church on Nantucket and as a Trustee of the Nantucket New School. Other former board memberships include the board of overseers of the Boston Children’s Museum and the board of trustees of the Boston Lyric Opera. Mr. Osbon earned a B.A. from the University of Chicago, and an MBA in finance from the Columbia Graduate School of Business. He was an Adjunct Professor of finance at Babson College Graduate School of Business. Mr. Osbon is also a frequent commentator in the financial media, having been featured on, WCVB, NECN, CNBC, Boston Business Journal and the Associated Press. Profile
TWST: Why did you decide to establish Osbon Capital?

Mr. John Osbon: I founded it for one simple reason: After 25 years of trying to beat the markets on Wall Street, I declared