People, every show

Josh Levin

Co-Founder and Chief Strategy Officer, OpenInvest. On 1 show, 1 appearance. The Shows tab opens the full record on each.

founderexecutiveopeninvest.com ↗

Joshua Levin co-founded OpenInvest, an Andreessen Horowitz-backed values-based robo-advisor and direct indexing platform that was acquired by J.P. Morgan in 2021. Prior to OpenInvest, he spent six years managing the Sustainable Finance Program at the World Wildlife Fund.

What they said8 Shows1

Everything Josh Levin said on any show that made the record, most notable first. Each card names its show and opens the statement there.

a16z Prediction Not checkable as stated

Levin: Investors will rent cloud strategies in a post-fund future

“There's a post fund future coming, right? Why are we all in these cookie cutter vehicles? Why is the banking system built on slogging them? Because you're pulling against certain costs, namely transaction costs. What happens as transaction costs go to almost z…”

Josh Levin Jan 2, 2019 ▶ 12:09 a16z Podcast | How Technology Is Changing Investing

a16z Disclosure

Levin: OpenInvest is onboarding a pension fund for mobile proxy voting

“We're currently onboarding an entire pension fund, and the pensioners themselves are going to be voting in real time on environmental and social political issues on their smartphones.”

Josh Levin Jan 2, 2019 ▶ 13:58 a16z Podcast | How Technology Is Changing Investing

a16z Assertion Supported

Levin: Individual shareholders own nearly 80% of US equities markets

“Even just taking the individual shareholders directly and indirectly own nearly 80% of U.S. Equities markets.”

Josh Levin Jan 2, 2019 ▶ 8:35 a16z Podcast | How Technology Is Changing Investing

a16z Insight

Levin: Three megatrends are reshaping modern wealth management

“I think the three big mega trends in wealth management you should know about is a move towards passive investing. A move towards interest in socially conscious investing, and then just better digital tools, awesome digital interface.”

Josh Levin Jan 2, 2019 ▶ 1:09 a16z Podcast | How Technology Is Changing Investing

a16z Disclosure

Levin: OpenInvest enables Tinder-style shareholder proxy voting via smartphone swipes

“We just released the ability for clients to vote in shareholder resolutions with a swipe on their smartphone, like Tinder”

Josh Levin Jan 2, 2019 ▶ 8:11 a16z Podcast | How Technology Is Changing Investing

a16z Assertion Supported

Levin: 62% to 63% of Exxon shareholders voted for climate risk reporting

“And there was actually a seminal vote last spring with Exxon on climate change, where 62, 63% of the votes were in favor of Exxon reporting on the risks of their business from a regulated two degree world.”

Josh Levin Jan 2, 2019 ▶ 9:17 a16z Podcast | How Technology Is Changing Investing

a16z Assertion Not checkable as stated

Levin: 85% of millennials want value-aligned investing

“85% of millennials want to invest in companies that align with their values, right? It's not going away.”

Josh Levin Jan 2, 2019 ▶ 13:07 a16z Podcast | How Technology Is Changing Investing

a16z Disclosure

Levin: 55-to-65-year-olds are OpenInvest's second-largest demographic

“Our second biggest segment is 55 to 65 year olds, and they're more focused on military and tobacco, and younger people have different issues.”

Josh Levin Jan 2, 2019 ▶ 13:48 a16z Podcast | How Technology Is Changing Investing

One line per show, most statements first. The link opens Josh's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
a16zLEDGER	Co-Founder and Chief Strategy Officer, OpenInvest	1	8	100% 2/2	full record on the a16z Podcast →