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Collin Thayern
77 posts
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@CollinThayern

Collin Thayern

@CollinThayern
Global Head of Insurance Asset Management @ Velthorne. ALM • Duration • Liquidity • Credit risk. Returns follow payout discipline.
velthorneassetmanagement.com
Joined August 2009
11 Following
4 Followers
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  • @CollinThayern
    Collin Thayern
    @CollinThayern
    Jul 23
    Collin Thayern on Your Cash Runway Run your wealth like a tech startup. Calculate your cash runway. Survive first, scale second. Let returns submit to payout; build aggression on risk control. #CollinThayern #Wealth #Risk #Finance #Tech
    Made with AI
  • @CollinThayern
    Collin Thayern
    @CollinThayern
    Jul 22
    Collin Thayern on Real Wealth Inflation is an invisible tax. Nominal gains mean nothing if purchasing power shrinks. Institutions protect real value. Let returns submit to payout; build aggression on strict risk control. #CollinThayern #Inflation #Wealth #Finance #Investing
    Made with AI
  • @CollinThayern
    Collin Thayern
    @CollinThayern
    Jul 21
    Collin Thayern on Rate Cycles Interest rates dictate global liquidity. Don't fight central banks; build structures that survive their tightening. Let returns submit to payout; base aggression on risk control. #CollinThayern #Macro #Investing #Risk #Finance
    Made with AI
  • @CollinThayern
    Collin Thayern
    @CollinThayern
    Jul 17
    Collin Thayern on CFA Discipline Collin Thayern: The CFA charter is ironclad discipline. Systemic frameworks beat intuition. Let returns submit to payout; build aggression on risk control. Survive the cycle. #CollinThayern #CFA #Risk #Finance #Wealth
    Made with AI
  • @CollinThayern
    Collin Thayern
    @CollinThayern
    Jul 16
    Collin Thayern on the Anchor Asset Collin Thayern: Build an insurance-grade fortress. Match duration, secure liquidity, and let returns submit to payout. Base your aggression strictly on risk control. Build your anchor to master the market cycle. #CollinThayern #Finance
    Made with AI