Three in Five - an SLC Management podcast

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Steve Peacher, president of SLC Management, asks colleagues across the organization to answer three relevant investment questions in five minutes or less. This podcast is intended for institutional investors. The information in this podcast is not intend

SLC Management


    • Dec 20, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 8m AVG DURATION
    • 100 EPISODES


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    Latest episodes from Three in Five - an SLC Management podcast

    Episode 100: Steve Peacher reflects on challenges and milestones in 2023

    Play Episode Listen Later Dec 20, 2023 6:31


    In our annual holiday episode, Steve Peacher, President of SLC Management, sits down with Chris Adair, Senior Managing Director, Head of Strategic Partnerships, to discuss a tumultuous year in the markets, a milestone for “Three in Five” as well as what's next for the podcast, and some movie trivia about a holiday classic. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231213-3281663  

    Episode 99: Michael Schnitman on alternatives in the high net worth space

    Play Episode Listen Later Dec 18, 2023 11:16


    Michael Schnitman, Senior Managing Director, High Net Worth, at SLC Management, discusses the high-net-worth market, including why the adoption of alternatives is an important trend. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20231214-3281357

    Episode 98: David Hamlin on fundamental credit research

    Play Episode Listen Later Dec 12, 2023 8:02


    David Hamlin, Senior Managing Director, Global Head of Credit Research at SLC Management, discusses his team's fundamental credit research process, including determining where we are in the credit cycle and the use of AI.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231211-3273928

    Episode 97: Steve Peacher on the 10-year anniversary of SLC Management

    Play Episode Listen Later Oct 30, 2023 10:42


    In this episode we turn the tables in honor of the 10-year anniversary of SLC Management. Jackie Gallant, Senior Managing Director and Head of Marketing and Communications at SLC Management, sat down with Steve Peacher, President of SLC Management, to reflect on the firm's journey.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231019-3178010

    Episode 96: Kevin Quinlan on climate change as a material investment risk

    Play Episode Listen Later Oct 18, 2023 11:14


    Kevin Quinlan, Director of Climate at SLC Management, discusses climate risk and reporting and how investors could use these insights to inform their own relevant investment mandates. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20231013-3168711

    Episode 95: James Slotnick on the politics of raising the U.S. debt ceiling

    Play Episode Listen Later May 24, 2023 10:42


    James Slotnick, head of government relations and sustainability at Sun Life, discusses the current negotiations in Congress around raising the debt ceiling by June 1st.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230524-2919766

    Episode 94: Josh Davis on inner mastery and effective leadership

    Play Episode Listen Later May 17, 2023 17:30


    Josh Davis, Chief Scientist and Senior faculty member at Mentora Institute, discusses how leaders can successfully manage stress, focus on prioritization, and build relationships.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230516-2904213

    Episode 93: D.J. on the CMBS market

    Play Episode Listen Later May 10, 2023 9:17


    Daniel J. Lucey Jr., CFA, Senior Managing Director, Senior Portfolio Manager at SLC Management, discusses pressure in the commercial mortgage back securities market, how it's changed since 2008, and pockets of opportunity for investors to consider.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230509-2891779

    Episode 92: Beth Brown on workplace burnout

    Play Episode Listen Later May 3, 2023 8:52


    Beth Brown, Health & Well-Being Program Manager at ComPsych, discusses the signs of workplace burnout and small steps that companies and employees can take to combat it.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230501-2877243

    Episode 91: Chris Wright on the future of private credit

    Play Episode Listen Later Apr 26, 2023 10:12


    Chris Wright, Managing Director at Crescent Capital, discusses navigating a challenging interest rate environment, working with management teams, and how changes in the banking sector have impacted the private credit market.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230426-2864611  

    Episode 90: Veronique on the evolution of LDI investing in Canada

    Play Episode Listen Later Apr 19, 2023 10:37


    Veronique Lauzière, Managing Director of Business Development at SLC Management, discusses why it's an exciting time for Canadian pension plans to reconsider their derisking journey and LDI portfolios.    This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230403-2825993

    Episode 89: Chris and Tim on the Special Financial Assistance Program for Taft Hartley plans

    Play Episode Listen Later Apr 12, 2023 9:18


    Chris Adair, Senior Managing Director, Head of Strategic Partnerships and Tim Boomer, Senior Managing Director, Head of Client Solutions at SLC Management, discuss the Special Financial Assistance Program in the American Rescue Plan Act and the implications for Taft-Hartley plans.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230404-2825634  

    Episode 88: Jim Blakemore on real estate debt

    Play Episode Listen Later Apr 5, 2023 7:40


    Jim Blakemore, Managing Partner and the Global Head of Debt at BentallGreenOak, discusses the real estate debt market in the current environment, including deal volumes, pockets of value, and exciting opportunities for investors.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230403-2823203

    Episode 87: Doug on the debt ceiling

    Play Episode Listen Later Mar 29, 2023 6:59


    Doug Clark, Managing Director, Portfolio Manager, Insurance at SLC Management, discusses the debt ceiling and how political posturing could impact markets. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230320-2797337

    Episode 86: Rich and Peter on growing stress in the banking sector

    Play Episode Listen Later Mar 21, 2023 13:13


    Rich Familetti, CIO of Total Return Fixed Income and Peter Cramer, Senior Managing Director of Insurance Asset Management at SLC Fixed Income, discuss the recent collapse of Silicon Valley Bank and how current issues in the banking sector are impacting their approach to client portfolios.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230321-2803397

    Episode 85: Steve on the Canadian P&C insurance market

    Play Episode Listen Later Mar 15, 2023 7:51


    Steve Guignard, Senior Director of Client Solutions, discusses how P&C insurers in Canada are dealing with regulatory changes, market volatility, and new investment opportunities.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.    SLC-20230313-2786227

    Episode 84: Cristina Medina on Invest in Girls

    Play Episode Listen Later Mar 8, 2023 6:41


    In honor of International Women's Day, Steve sat down with Cristina Medina, Program Manager and head of Western Region & Program Expansion at Invest in Girls, to discuss the nonprofit's mission, impact, and plans for the future.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230303-2769305  

    Episode 83: Melissa on the importance of the client experience

    Play Episode Listen Later Mar 1, 2023 5:24


    Melissa Spadafora, Managing Director, Head of Client Experience at SLC Management, discusses why client service can be an important differentiator for asset managers in a competitive environment.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230223-2754850

    Episode 82: Ben Greene on education, allyship, and the trans experience

    Play Episode Listen Later Feb 22, 2023 15:04


    Ben Greene, International Public Speaker and LGBTQ Inclusion Consultant, discusses his work as a trans activist, educator, and resource for various organizations as they work to build acceptance and allyship within their communities. For more information, go to  https://www.bgtranstalks.com/. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230217-2739310

    education investors trans allyship slc international public speaker ben greene
    Episode 81: Kate McKeon on sustainable investing and Net Zero

    Play Episode Listen Later Feb 15, 2023 11:07


    Kate McKeon, Head of Sustainability at InfraRed Capital Partners, discusses the firm's commitment to The Net Zero Asset Managers Initiative and what it means in practice.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230202-2709829  

    Episode 80: Cliff Corso on opportunity in the high net worth market

    Play Episode Listen Later Feb 6, 2023 9:07


    Cliff Corso, President and Chief Investment Officer at Advisors Asset Management, discusses the growth opportunity for alternatives in the high-net-worth and wider retail market, and celebrates the recently completed acquisition of AAM to join SLC Management.      This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230202-2716923

    Episode 79: Laila on operational considerations for investment grade private credit investors

    Play Episode Listen Later Feb 1, 2023 6:29


    Laila Dunphy, Director of Insurance Client Relationships at SLC Management, discusses what private credit investors should consider when entering the asset class.     This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230130-2705420

    Episode 78: Nitin on how the current market is impacting insurance clients

    Play Episode Listen Later Jan 25, 2023 10:00


    Nitin Chhabra, Managing Director, Head of Insurance Client Relationships & Solutions at SLC Management, discusses how rising rates and inflation are impacting insurers' portfolios.    This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230119-2688505

    Episode 77: Steve Weiss on why, for the first time in decades, bonds are front and centre for fixed income investors

    Play Episode Listen Later Jan 18, 2023 10:33


    Steve Weiss, Senior Managing Director, Head of U.S. Business Development at SLC Management, discusses why bond markets are presenting clients with a unique array of investment opportunities in 2023.     All data referenced in this podcast has been sourced from Bloomberg. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. SLC-20230113-2676817

    Episode 76: Andrew and John on commonalities in investment grade private credit and narrowly syndicated bank loans

    Play Episode Listen Later Jan 11, 2023 7:47


    Andrew Kleeman, Senior Managing Director, Head of Corporate Private Placements at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss similarities between two markets that sit on either side of the dividing line between investment grade and below investment grade.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20230110-2661954  

    Episode 75: Abbe Borok on opportunities in the commercial mortgage market

    Play Episode Listen Later Dec 14, 2022 6:01


    Abbe Borok, Managing Director and Head of U.S. Debt. at BentallGreenOak, discusses why there could be significant opportunities for investors in the commercial mortgage market in 2023.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221213-2636171

    Episode 74: Steve Peacher on reflection, opportunity, and the upcoming holidays

    Play Episode Listen Later Dec 13, 2022 9:07


    We turn the tables this episode! Chris Adair, Senior Managing Director, Head of Strategic Partnerships at SLC Management, asks Steve to reflect on 2022, his outlook for 2023, and why the holiday's are extra special for his family this year.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221212-2626757

    Episode 73: Rich & John on investing in multi-asset credit strategies

    Play Episode Listen Later Nov 17, 2022 8:10


    Rich Familetti, CIO of Total Return Fixed Income at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss the potential benefits of investing in multi-asset credit strategies in the current market environment.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221117-2595532

    Episode 72: James Slotnick on the 2022 U.S. mid-term election results

    Play Episode Listen Later Nov 10, 2022 8:19


    James Slotnick, Head of Government Relations at Sun Life, discusses the preliminary outcomes of the 2022 midterms in the U.S.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221110-2587256

    Episode 71: James Slotnick on the U.S. midterm elections

    Play Episode Listen Later Nov 7, 2022 7:08


    James Slotnick, Head of Government Relations at Sun Life, discusses his thoughts the 2022 midterms in the U.S. ahead of election day. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.   SLC-20221104-2575030

    Episode 70: Petra on the diversity of the investment grade private credit market

    Play Episode Listen Later Nov 2, 2022 7:54


    Petra Wendroth, Managing Director, Portfolio Manager, Private Fixed Income at SLC Management, discusses the variety of investors that make up the investment grade private credit market and why now is still a good time to consider the asset class.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-70-petra-wendroth/   SLC-20221031-2563555

    Episode 69: Joelle Faulkner on investing in the success of Canadian family farms

    Play Episode Listen Later Oct 26, 2022 8:05


    Joelle Faulkner, founder and CEO of Area One Farms, discusses how her investment firm is helping to support the farming community throughout Canada.    The information provided should not be considered a recommendation to purchase or sell any particular security or asset. It should not be assumed that any of the transactions or investments discussed were or will be profitable. A full list of recommendations can be provided from the prior 12 months upon request. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-69-joelle-faulkner/   SLC-20221024-2523539

    Episode 68: Mark Attanasio on the changing landscape of private credit

    Play Episode Listen Later Oct 12, 2022 12:35


    Mark Attanasio, Co-Founder and Managing Partner of Crescent Capital Group LP, discusses how the private lending market has changed over the years and where it might be going next.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-68-mark-attanasio/ SLC-20221010-2458103

    Episode 67: Sheila on coaching women in the workplace and the importance of developing leadership habits

    Play Episode Listen Later Oct 5, 2022 9:16


    Sheila Goldgrab, Certified Executive Coach and Managing Partner at Goldgrab Leadership, discusses how some employers are prioritizing women in leadership and how she coaches them to develop habits that support their career growth.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-67-sheila-goldgrab/

    Episode 66: Brett on why investors shouldn't be afraid of derivatives

    Play Episode Listen Later Sep 28, 2022 9:07


    Brett Pacific, Senior Managing Director, Head of Derivatives & Quantitative Strategies at SLC Management, discusses how derivatives can help institutional investors meet their goals.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-66-brett-pacific/

    Episode 65: John Fekete on below-investment grade private credit in the current market environment

    Play Episode Listen Later Sep 21, 2022 7:12


    John Fekete, Managing Director, Head of Capital Markets at Crescent Capital, discusses his outlook for investors in high yield fixed income.   This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-65-john-fekete/

    Episode 64: Anna on the Net Zero Asset Managers initiative

    Play Episode Listen Later Sep 7, 2022 7:00


    Anna Murray, Managing Director, Global Head of ESG at SLC Management, discusses SLC Fixed Income's commitment to the Net Zero Asset Managers initiative and how we'll work together with our clients on their decarbonization goals.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-64-anna-murray/

    Episode 63: Annette Serrao on long duration fixed income

    Play Episode Listen Later Aug 17, 2022 6:35


    Annette Serrao, Managing Director, Fixed Income Portfolio Manager at SLC Management, discusses her team's approach to investing in long duration assets on behalf of clients.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-63-annette-serrao/

    Episode 62: Elaad Keren on investment grade private credit in the current market environment

    Play Episode Listen Later Aug 10, 2022 8:42


    Elaad Keren, Senior Managing Director, Head of Private Fixed Income Portfolio Management at SLC Management, discusses the investment grade private credit market, including the current supply of opportunities, the changing profile of investors, and how portfolios are faring.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-62-elaad-keren/

    Episode 61: Helen Price on infrastructure investing in an inflationary environment

    Play Episode Listen Later Aug 3, 2022 4:34


    Helen Price, Chief Financial Officer, Core Income Funds at InfraRed Capital Partners, discusses the benefits of investing in infrastructure during rising rates and inflation.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-61-helen-price/

    Episode 60: Jack Paris on investing in the energy transition

    Play Episode Listen Later Jul 27, 2022 6:41


    Jack Paris, head of Americas at InfraRed Capital Partners, discusses the growing trend towards investing in renewable infrastructure.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-60-jack-paris/

    Episode 59: Richard Stevenson on below investment grade markets

    Play Episode Listen Later Jul 20, 2022 8:23


    Richard Stevenson, Managing Director and Portfolio Manager at Crescent Capital Group LP, discusses shifts in the below investment grade market and where he is finding opportunity.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-59-richard-stevenson/

    Episode 58: Wayne Hosang on leveraged loan markets

    Play Episode Listen Later Jul 13, 2022 10:55


    Wayne Hosang, Managing Director and Portfolio Manager at Crescent Capital Group LP, discusses leveraged loan markets, including how floating rate debt is holding up in the current market environment as well as investor considerations when allocating to leveraged loans or debt within CLOs.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-58-wayne-hosang/

    Episode 57: Ashwin and Chris on the importance of recognizing and addressing LGBTQ issues in the workplace

    Play Episode Listen Later Jun 29, 2022 9:14


    Ashwin Gopwani, Managing Director, Client Solutions at SLC Management and Chris Wang, Managing Director of Crescent Capital, discuss the importance of raising awareness and building a culture of allyship for the LGBTQ community at all levels of organizations.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-57-ashwin-gopwani-chris-wang/

    Episode 56: Tim Boomer on LDI investing in a rising rate environment

    Play Episode Listen Later Jun 22, 2022 9:57


    Tim Boomer, Senior Managing Director, Head of Client Solutions at SLC Management, discusses how rising interest rates have been impacting plan sponsors and other investment considerations they should keep in mind.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-56-tim-boomer/

    Episode 55: Shamika and Desmond on the Sun Life Black Excellence Alliance

    Play Episode Listen Later Jun 15, 2022 7:24


    Shamika Hoyt, Director, Client Management in Health and Risk Solutions and Desmond Glynn, Contracts and Specialty Operations Senior Specialist at Sun Life, discuss their involvement in the Black Excellence Alliance and how the group is positively impacting both their colleagues and communities. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-55-black-excellence-alliance/  

    Episode 54: Peter on how inflation is impacting insurance company portfolios

    Play Episode Listen Later Jun 8, 2022 11:52


    Peter Cramer, Senior Managing Director, Insurance Asset Management at SLC Management, discusses how inflation and rising interest rates are impacting property and casualty insurance portfolios, as well as a silver lining that's emerged for investors.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-54-peter-cramer/

    Episode 53: Tom on helping clients achieve their investment objectives

    Play Episode Listen Later Jun 1, 2022 8:51


    Tom Murphy, President of SLC Fixed Income and Head of Institutional Business at SLC Management, discusses his new role and how he's focused on delivering for clients in the current volatile market.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-53-tom-murphy/

    Episode 52: Steve on LDI investing in the current environment

    Play Episode Listen Later May 25, 2022 7:00


    Steve Morris, Senior Managing Director & Portfolio Manager, Public Fixed Income at SLC Management, discusses shifts in LDI investing given rising interest rates in Canada.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-52-steve-morris/

    Episode 51: Olesya on trends in ESG integration

    Play Episode Listen Later May 18, 2022 9:05


    Olesya Zhovtanetska, Senior Director, Public Fixed Income, Credit Research and ESG in Bonds & Treasury at SLC Management, discusses ESG integration in the fixed income space as well as her professional and personal connection to Ukraine.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-51-olesya-zhovtanetska/

    Episode 50: Scott Powers on trends in asset management

    Play Episode Listen Later May 11, 2022 10:51


    Scott Powers, director at Sun Life and incoming Chairman, discusses trends in asset management and the benefits of being backed by an insurance company.   The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-podcast/three-in-five-episode-50-scott-powers/

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