Adapt to Deliver – Joe Duran’s Investing Life

Published on
21 February, 2017
Topic
Pension System, Psychology, Career
Duration
73 minutes
Asset class
Equities, Bonds/Rates/Credit

Adapt to Deliver – Joe Duran’s Investing Life

Featuring Joe Duran

Joe Duran’s journey from a childhood in Zimbabwe’s civil war, to growing United Capital to over $17 billion in assets, has given him a unique perspective on the future of the wealth management industry. In this Master Class interview, Joe’s epic personal story is entwined with his views on survival in an ever changing industry, with the central aim of helping his clients live rich. Filmed on February, 8, 2017 in Newport Beach.

Published on
21 February, 2017
Topic
Pension System, Psychology, Career
Duration
73 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
39
Sharing

Comments

  • KC

    Kenneth C.

    28 9 2018 15:18

    0       0

    Did he play rugby at SLU?

  • KC

    Kenneth C.

    28 9 2018 14:34

    0       0

    This is amazing. Probably 2nd most eye opening moment of my path. My first was when I realized I was an Austrian economics follower and there were others like me. This, the 2nd, that there are others like me, who see the banality of using assumptions in conversing with and managing assets for individuals. They're used to dumb down the client and excuse mediocrity in managing assets. And bonus points, Joe and I were at SLU roughly the same time so I have bumped shoulders with him though I tried to deny my path to finance in every which way. I came out of school thinking exactly the same thing. Horrible preparation, and it just wasn't SLU, it's most business schools. If Joe sees this Dr. Tyree, Dr. Charlie James to bring back memories. Good for you buddy, glad to see found success.

  • SU

    Shakeel U.

    24 9 2018 19:39

    0       0

    Very inspiring 10/10

  • MF

    Michael F.

    7 5 2018 21:25

    0       0

    Best interview yet, Great stuff

  • JB

    James B.

    6 5 2018 14:02

    0       1

    Really will done Joe. Thanks for your authentic and life experiences sharing.

  • JB

    James B.

    6 5 2018 13:46

    0       0

    Communicate often (7)and have what they need

  • JB

    James B.

    6 5 2018 13:45

    0       0

    Allocate resources and vision is #1 responsibly

  • MN

    Mark N.

    25 10 2017 22:58

    0       0

    What a great conversation. Fascinating how he's (at the forefront of) disrupting that entire industry and what's already happening. Really really enjoyed it. Good luck to that man. Thanks Real Vision.

  • SD

    Steven D.

    6 10 2017 13:39

    1       0

    Inspirational guy, one of my favourite interviews on Realvision so far. Please keep the masterclass series going!

  • V!

    Volatimothy !.

    21 9 2017 22:03

    0       0

    Wasn't anticipating a life lesson. Thanks for the bonus.

  • TA

    Tim A.

    14 9 2017 15:57

    0       0

    Brilliant interview. Inspirational.

  • DF

    David F.

    14 6 2017 19:28

    2       0

    Absolutely brilliant. Please do bring this guy back in the future

  • LT

    Luis T.

    6 6 2017 22:28

    1       0

    This interview and this gentlemen has cultivated something in me that is aweing. I am so transformed from this.

  • PK

    Pheerasut K.

    23 4 2017 03:01

    0       0

    This is inspirational food for thought.

  • EC

    Edward C.

    16 4 2017 22:25

    1       0

    Inspirational

  • BL

    Bruce L.

    12 3 2017 19:11

    2       0

    I had passed this discussion for a week or so because of time. An astoundingly good piece. A one hour Ted talk. One nugget after another.

  • UB

    USMAN B.

    11 3 2017 13:14

    1       1

    Absolutely fascinating!

  • ww

    will w.

    8 3 2017 03:46

    0       0

    @Alan S -
    Joe’s point isn’t whether or not Life is “Fair” – his point is about the huge consequences of your outlook on that question, and the vastly better outcomes, for yourself and the other people you interact with, of adopting the ‘Yes’ answer. A very thought-provoking, uplifting message!

  • BC

    Ben C.

    4 3 2017 22:11

    1       0

    10 thumbs up! Best interview I have watched on RV. And Grant took another step higher on the pedestal with this one too :) Well done all around.

  • SC

    Sajad C.

    4 3 2017 11:49

    1       0

    Remarkable story..... an all round nice guy. Humble and genuine.

  • NS

    Nico S.

    4 3 2017 03:01

    2       0

    I would love to hear from the folks who gave him a thumbs down...why?

  • NS

    Nico S.

    4 3 2017 02:49

    0       0

    I love this interview. For all who think that connections are the way to riches. Beautiful interview for me and all who jump through hurdles!

  • JB

    Jonathan B.

    3 3 2017 21:40

    0       0

    Truly inspiring words from a giant in the RIA business. That was really an interesting and rewarding interview.

  • RA

    Robert A.

    2 3 2017 23:48

    0       0

    FWIW, I just watched it again. Didn't think I would so quickly as I felt I "got" it the first time and didn't want to invest another hour so soon on a "repeat". Well, I got even more out of it the second time and Joe's remark about the importance of re communicating an important thought or concept really hit home. My advice is to do yourself a favor and do rewatch it when you can. In the words of Grant, "Got it, Get it, Good.

  • B

    Bradford .

    1 3 2017 23:17

    1       0

    Outstanding speaker. Really enjoyed the program.

  • AS

    Alan S.

    1 3 2017 02:38

    2       0

    Watched this several days ago, and have given it considerable thought. I'm sorry, but I question the statement that "life is fair". It is not. And we all know that. The comments posted here, finding no fault with such naivety, leaves me astonished at the pure group think that must prevail.

  • CC

    Charnes C.

    28 2 2017 18:28

    0       0

    WOW!!!!

  • VL

    ViMoments L.

    28 2 2017 02:07

    1       0

    Incredible interview - so much integrity and accountability. Loved it!

  • TS

    Tamara S.

    27 2 2017 19:09

    4       0

    I can't remember hearing such truth in an extended conversation. And, since the conversation was largely about personal struggles and philosophy, I'm interested to see the "thumbs up" are far ahead. It supports the point that part of the reason people like RV is the authenticity coming through the interviews. Should RV create a conversation series about how to become successful as a human being since that seems to be a part of what viewers are responding to? BTW, you should know that handsome, well-dressed, smart men (in this case), with accents get a huge amount of initial goodwill from Americans in addition to undeserved IQ points. Us natives with troubled backgrounds are usually looked at askance in our prime earning years (unless one is from the ghetto and therefore a Horatio Alger story). Only now in my fifties and exhibiting outward signs of success am I credited with having a rich fabric of life. We are mostly sheep but I bet your viewership is largely made up of people who lose sleep over how to survive the slings and arrows, be authentic, stay kind and become a whole human being.

  • WK

    William K.

    27 2 2017 14:04

    0       0

    This is the future of the advisory industry. Client answers are not going to come from their investments.

  • DY

    Damian Y.

    27 2 2017 13:37

    2       0

    This is one of the best interviews I've watched on RV. There is nothing more inspiring than watching a self aware, self made man.

  • RR

    Raj R.

    27 2 2017 07:49

    1       0

    I think a lot of immigrants have such stories. America is great because it gives people like Joe a chance. You can see in this interview that he is very thankful. I hope America doesn't change. There

  • A1

    Animal 1.

    26 2 2017 21:12

    0       0

    Would have loved to hear Joe's opinion on gold !

  • GO

    Glenn O.

    26 2 2017 20:28

    1       0

    It amazing what a positive attitude and a high degree of integrity can accomplish. To bad he can not run for government because to many people will have the single goal of bringing him down. Really enjoyed the frankness and honesty of the interview.a breath of fresh air

  • LP

    Lynn P.

    25 2 2017 22:51

    1       0

    This man is without contempt. No contempt of others (grandiosity) nor contempt for self (shame).

  • LP

    Lynn P.

    25 2 2017 22:50

    1       0

    "That thing" is your Adaptive Child (metaphor): the strategies and perspective of the world as you experienced it at age 11. You also have a "Functional Adult" (metaphor). Mental health is having an internal conversation in which the latter reassures the former that your Functional Adult's strategies are the better way to proceed.
    Magnificent self-awareness by this inspirational man. And he appreciates his wife and family.

  • DP

    David P.

    25 2 2017 10:23

    4       0

    Beautiful! A proof that even the toughest childhood will not decide for you what your path will be. A lesson!

  • DP

    David P.

    25 2 2017 10:23

    0       0

    Beautiful! A proof that even the toughest childhood will not decide for you what your path will be. A lesson!

  • RP

    Raoul P.

    25 2 2017 01:40

    0       0

    Spectacular.

  • MG

    Miguel G.

    24 2 2017 18:58

    1       0

    Love Joe so refreshing listening to a person of his magnitude be so down to earth.

  • RK

    Robert K.

    24 2 2017 17:06

    3       0

    Joe Duran’s is now the world's most interesting man. And given the Real Vision video archive, that's really saying something.

  • TS

    Todd S.

    24 2 2017 03:44

    7       0

    Absolutley brilliant. I can't express in this comment box the amount wisdom and life experience I've just gained.

    Much respect.

  • ZY

    ZHENG Y.

    24 2 2017 01:45

    1       0

    Seriously, the first time i used the bookmark function. This is a great video for your life and investment.

  • JC

    Ja C.

    23 2 2017 16:11

    2       0

    After watching this again, it occurred to me that there is another essential factor in this equation. Please consider interviewing Mrs. Duran to get "The rest of the storu"! Thanks again guys.

  • aj

    ankur j.

    23 2 2017 15:55

    3       0

    This was one of the best video i have ever come across about life and investing. Specially Mr. joe's life struggles and how he chose to see the positive side of the life in most testing times was fascinating.

  • LG

    L. G.

    23 2 2017 15:22

    2       0

    One of the best interviews yet. Joe Duran is thought provoking, a disruptor, and a huge asset to the future of the wealth management industry as it begins a anew chapter.

  • JH

    Jason H.

    23 2 2017 10:11

    3       0

    That was absolutely fantastic, Joe's brutal honesty is incredibly rare in any walk of life. And no, 72 minutes felt like 5!

  • JH

    Jay H.

    23 2 2017 09:22

    4       0

    "I deserve this." -- A huge upgrade to the "personal responsibility" mantra -- I absolutely love it. It recognizes there can be something else (karma? luck? serendipity? reputation?) that keeps us in check. And it begs the question: if one doesn't want what one deserves they must do something to deserve what they want.

    The Einstein quote immediately reminded me of Milton's from Paradise Lost: "The mind is it's own place and in itself, can make a heaven of hell, a hell of heaven."

  • NR

    Nuno R.

    23 2 2017 09:11

    3       0

    Top, Top, Top guy(s).

  • RA

    Ricardo A.

    23 2 2017 06:38

    3       0

    Refreshing .. futuristic perspective of markets & human nature. Nice person to be stuck at an airport or have dinner with,

  • SK

    Stephen K.

    23 2 2017 04:44

    6       0

    Amazed at how RV consistently unearths such inspiring and wonderful guests. His thought that we don't ever see ourselves honestly was so poignant. Thanks Grant & Joe.

  • RC

    Ryan C.

    23 2 2017 02:04

    3       0

    Hands down the best interview on RVTV.

  • PC

    Peter C.

    23 2 2017 00:04

    6       0

    I love Joe's humility. He comes across as real, smart, & a great role model for me. Thank you Joe & Grant and RV Team.

  • SS

    Steven S.

    23 2 2017 00:03

    2       0

    I'll have to check your Companies web site to see if your concentrating on teaching people how to use Risk Management or customers need to let your company do the Risk Management for them. Anyway I want to watch this video again so maybe it can help me move in a positive direction to where I want to go in life. Thanks

  • KL

    Ken L.

    23 2 2017 00:02

    3       0

    Exhibit A that while we work for money, we equally work for meaning in our lives.

  • AH

    Andreas H.

    22 2 2017 23:33

    4       0

    I love it!

  • PD

    Philip D.

    22 2 2017 21:55

    6       0

    Having recently decided not to renew my work contract in the Financial services sector to pursue my passion in Financial advice-watching this video has been inspirational. The relentless phone calls and door knocking with key decision makers "liking you as an individual but ...". The idea of not looking at the experience from a victim mentality(believing the world is just and kind) meant a lot to me.

    On second thought bring something like United Capital to Australia would be revolutionary considering the dodgy advice client's receive and domination by big banks.

  • AH

    Andreas H.

    22 2 2017 21:47

    4       0

    Just in 10 Minutes in the interview I have to say this is amazing, very open, very constructive, very optimistic. Beautiful! :-)

  • DF

    Dave F.

    22 2 2017 19:48

    8       0

    This is one of the best conservations I have heard on RealVisionTV. Amazing. Inspiring. Thought-provoking.

  • BK

    Brian K.

    22 2 2017 19:10

    9       0

    Great interview - really uplifting, inspirational stuff. Laughed at the end when Joe said 'I don't know who will sit through this interview'.

  • PM

    Paul M.

    22 2 2017 18:41

    6       0

    Valuable and actionable insights and lessons for life in general let alone the financial world. What a great and inspirational guy he is. Thank you Real Vision for one of the best interviews I've seen.

  • JH

    Jesse H.

    22 2 2017 16:49

    11       0

    Excellent stuff from a man with real gravitas and understanding. I will remember many gems from this interview for some time, especially the Einstein quote about our belief as to whether we live in a kind / hostile universe, and that a successful life is about making conscious choices. Much more to this interview than investing & finance.

  • JC

    Ja C.

    22 2 2017 15:27

    9       0

    Outstanding! I listened to this yesterday. This morning we watched it in our family orientation meeting. Although Joe and I do not share the same world/life perspective, I found much to absorb from his experiences and observations. I want my people to be great investors, not just in financial matters, but in life itself. There is power in faith and hope which can lead to positive results when founded upon transcendent truth. Thank you, Joe, Grant, Raoul and the RVTV crew!

  • AD

    Arvydas D.

    22 2 2017 14:43

    6       0

    Amazing Interview, Amazing Story! One of the best interview on RV.

  • MH

    Marco H.

    22 2 2017 14:32

    20       0

    I have been a member to RV now for around 1.5 year. This interview belongs to the best I have seen. A very long interview indeed but time flew by.

  • JW

    John W.

    22 2 2017 14:21

    3       0

    Amazing interview. Very inspirational and insightful.

  • DW

    Daniel W.

    22 2 2017 14:00

    14       0

    Inspirational for sure. I'm going to show my children the first few bits of this interview. Everyone has choices, victimhood or adapting. It is a choice, period. He's living proof. This should be required watching for college students across America.

  • NR

    Niall R.

    22 2 2017 13:50

    4       0

    Inspirational and education in equal measures, thanks again RV!

  • OM

    Omar M.

    22 2 2017 13:35

    2       0

    Loved it👍
    Thx RV peeps!

  • SP

    Samant P.

    22 2 2017 13:14

    4       0

    Best interview on RV to date

  • MK

    Markus K.

    22 2 2017 10:31

    2       1

    I grew up in Liberia, with a similar life situation. Opened my business on Wall Street in 1994 and still having fun. Thank you for the inspiring talk!

  • MW

    Mike W.

    22 2 2017 10:17

    6       0

    Extraordiary interview! RV always delivers but the positive message was so engaging.

  • AD

    Anton D.

    22 2 2017 09:46

    3       0

    Amazing! Plan button will get worn out on this one! Please, please write book about life and living Joe!

  • SD

    Salvatore D.

    22 2 2017 09:45

    3       0

    Most wonderful interview and lessons in life. Maximum respect to this accomplishment and to the US for recognizing merit. An inspiration to us all!

  • kv

    keith v.

    22 2 2017 09:21

    3       0

    Epic.

  • NF

    Nat F.

    22 2 2017 06:03

    9       0

    The world is indeed kind. It has delivered RV and this amazing interview.

  • TH

    Timo H.

    22 2 2017 06:03

    14       0

    Master class about life.

  • TW

    Tom W.

    22 2 2017 04:27

    3       0

    Excellent interview... Thank you!

  • HJ

    Harry J.

    22 2 2017 02:37

    18       0

    I wish the conversation had continued. Seldom do I hear anything that is as thought provoking as this discussion on so many levels.
    Joe and Grant thank you.

  • T~

    Tshort63 ~.

    22 2 2017 00:45

    8       0

    Very enjoyable interview, great thinker and orator.

  • DM

    Daniel M.

    22 2 2017 00:44

    10       0

    You can tell this guy reads Stoicism. Indeed, the only thing we possess is our ability to make reasoned choices. Marcus Aurelius, Seneca, and Epictetus would be proud watching this interview.

  • RA

    Robert A.

    22 2 2017 00:03

    14       0

    Grant, I spent some time trying to come up with the right word for this most excellent interview and the word I came up with is "Profound". Interestingly, the two given meanings of the word BOTH exactly fit this interview. Isn't it interesting how something as simple as getting to the essence of life and an elegant solution to an unsolved problem can warrant such a big complimentary word like "Profound"?
    There are some RV parallels that just kind of jump out. And he REALLY sincerely doesn't think we are going to listen to every last bit of it? I think he has under estimated we RV'ers.

  • CE

    Carl E.

    22 2 2017 00:03

    10       0

    This is the only RV interview (so far) that has made me question my life's purpose.

  • SH

    Scott H.

    21 2 2017 23:56

    10       0

    Thanks Grant. Thanks Joe. So many take aways, great life lessons, deeply profound insights and business acumen that were shared. For the first time i will be making sure my kids watch an RV interview.

  • DS

    David S.

    21 2 2017 22:01

    7       0

    Excellent. A Master Class with two Masters. Just what a Master Class should be. I used a bookmark so I can watch several times later. Mt. Duran works hard to develop win/win outcomes for clients, employees, investors, etc. He starts with a win for his client. Very rare. DLS

  • RM

    Russell M.

    21 2 2017 21:34

    3       0

    enjoyable

  • CT

    Claudia T.

    21 2 2017 21:15

    4       0

    Love it!

  • BF

    Bruce F.

    21 2 2017 20:45

    6       0

    once word covers this-OUTSTANDING

  • BS

    Bruce S.

    21 2 2017 20:26

    4       0

    Fantastic! I am inquiring about the service they provide as we speak!

  • BA

    Ben A.

    21 2 2017 19:53

    6       0

    Brilliant! Enough said!

  • DM

    Dom M.

    21 2 2017 19:51

    5       0

    God Bless!

  • PR

    Pedro R.

    21 2 2017 18:29

    14       1

    I have no words. Only stars, five.

  • RM

    Richard M.

    21 2 2017 18:28

    16       0

    Wow, what an amazing and profound story/life! Thank you so much for bringing such a wonderful experience to us. I am so glad good karma came into his life, he definitely deserved it.

    And NOT to get into politics, but we need more of these kind of individuals as immigrants to America - to make our country more resilient and strong and GOOD!

  • LA

    Linda A.

    21 2 2017 18:26

    9       0

    What a fascinating story & I have found that children of abuse always doubt themselves no matter how much they achieve. The next time something goes wrong remember "Every adversity carries with it the seed of an equivalent benefit".

  • HJ

    Harry J.

    21 2 2017 18:06

    9       0

    Grant,
    This story sounds familiar to one you heard in Dallas not long ago.
    I loved this, rings so many. Bells I've lost track!
    Regards,
    Jim

  • JH

    Jacqueline H.

    21 2 2017 17:23

    5       0

    Brilliant. Thank you for this. Really looking forward to hearing from Mr. Duran again.

  • IJ

    Ian J.

    21 2 2017 16:55

    11       0

    Beautiful, inspiring story.

  • RM

    Rainer M.

    21 2 2017 16:39

    20       0

    Great interview and truly inspirational story and insights. Thanks for getting Joe on RV Grant.

  • EL

    Elizabeth L.

    21 2 2017 16:27

    34       0

    Personally, Joe's sharing of his life experiences and thoughts has had a profound impact on my thinking and has shown me some of my stuck beliefs. I can feel that I will be making different life choices as a result. My deep gratitude to you Joe

  • MS

    Mark S.

    21 2 2017 16:16

    21       0

    What an amazing personal story! Often I gloss through the background portions of these interviews, but not this one. Inspirational!

  • A1

    Animal 1.

    21 2 2017 15:45

    12       0

    The master class series are back !!! :-) Epic!