The Talk Exchange Ep 001: Six Months at Regency Capital

Neil Rose, CFAPosted on
The Talk Exchange Ep 001: Six Months at Regency Capital
 

Arthur Mallet and Neil Rose (finally) sit down and reflect after six months building Regency Capital. They talk about the journey, lessons learned, surprises, and their business principles and motivations. Arthur and Neil open their minds and playbook for Regency Capital’s future.

About the Author

Neil Rose, CFA, is the founder and CEO of Regency Capital Management.

Related News

Articles
Posted on

Beyond the Portfolio

Beyond the Portfolio
When people think about working with a financial advisor, they often think about investments first. While portfolio management is a very important component, it represents only part of the value we bring.
read more
Articles
Posted on

Investment Letter | January 2026

Investment Letter | January 2026
Markets remain strong but increasingly concentrated in a few tech giants. This letter discusses diversification strategies, AI-driven trends, risks of index investing, and macroeconomic factors shaping 2026.
read more
Podcasts
Posted on

Year-End Thoughts, Taxes, and Gifting

Year-End Thoughts, Taxes, and Gifting
As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.
Listen
Subscribe

Sign up for our newsletter

Have questions? We’d love to hear them.

Contact Us