May 2021 podcast guest, Jeff Ptak


Jeff Ptak

Our May guest is Jeff Ptak, CFA, the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar’s “The Long View” podcast with Christen Benz. Jeff has deep knowledge of active and passive investment strategies, and our talk focuses on key aspects of the active versus passive debate.

You can discuss this podcast on the Bogleheads forum in the topic: Jeff Ptak of Morningstar is our “Bogleheads on Investing” podcast guest for a deep look into the active vs passive debate.

Investment adviser, analyst, author and industry consultant

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