Podcasts about american century investments

Parents know well the high costs of raising children. Certainly, this affects our ability to save for retirement or meet other financial goals, but what about when our kids leave home? How do empty nesters tend to respond financially, and psychologically? Work from Andrew Biggs, a Senior Fellow at the American Enterprise Institute and author of The Real Retirement Crisis: Why (Almost) Everything You Know About the US Retirement System is Wrong, finds that the period after our children become financially independent can have a big impact on retirement readiness. On this episode of The Behavioral Divide, host Hal Hershfield, discusses the research with Dr. Biggs along with real-world perspective from Certified Financial Planner Robin Sherwood, who serves as a Principal at HTG Investment Advisors. We look at how the empty-nester phase—and life transitions in general—can shape financial choices and personal fulfillment, and what can be done to make both better. The book The Real Retirement Crisis: Why (Almost) Everything You Know About the US Retirement System is Wrong is not affiliated with, sponsored by, or endorsed by Avantis Investors or American Century Investments.  If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Follow us on social media: LinkedIn: https://a.vant.is/409KwhI X: https://a.vant.is/3HKHwSL

SSJ start off the 3rd Hour talking to Matt Besler and Nate Bukaty LIVE in studio. The guys talk about an upcoming charity event that benefits The Battle Within. (https://www.thebattlewithin.org/) Then Steven is joined by Johnathan Thomas who is the CEO of American Century Investments. Johnathan talks to SSJ about the American Century celebrity golf tournament happening in Lake Tahoe July 9th - July 13th.See omnystudio.com/listener for privacy information.

You may have heard the saying “everything in life is a negotiation.” It highlights the prevalence of negotiations across many facets of our everyday lives—sometimes with lower stakes like agreeing to an allowance with your children and in other cases much more impactful decisions that pertain to your career or that might affect long-term financial goals. If we can negotiate more effectively, it could make a big difference. But, how? On this episode of The Behavioral Divide, host Hal Hershfield discusses this question with Yale University's Daylian Cain, Ph.D., a Senior Lecturer in Negotiations, Leadership, and Ethics, and Scott Colangelo, Chairman and Managing Partner at Prime Capital. Our goal is to understand the types of negotiations we may face during our financial journey and identify well-researched and practically applied tips for potentially better outcomes. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you. To join in on the discussion, send us a note at: BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Follow us on social media: LinkedIn: https://a.vant.is/4l3814W  X: https://a.vant.is/3Yeb4xk  Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/4jfRYP0 Apple: https://a.vant.is/4iH2QGt YouTube: https://a.vant.is/4mLcVEP

There are obvious negative effects of financial stress—or financial constraints, in general. But how do financial constraints actually affect our decisions with money or in other areas of our lives? And while we may associate financial stress with those that have little money, anyone can feel constrained financially. For some, those constraints will be “real”, like truly struggling to make ends meet, and for others it may be more subjective, such as when one has ample income to meet necessities but may feel it's a challenge to maintain a desired higher standard of living. On this episode of The Behavioral Divide, host Hal Hershfield examines this topic with Princeton University Professor Anuj Shah and Sam Swift, CEO of TCI Wealth Advisors to better understand how financial stress manifests in individuals across the income spectrum and how we might better manage it. If you enjoy the show, please let us know by subscribing and rating our series. We'd also love to hear from you on this topic. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Follow us on social media: LinkedIn: https://a.vant.is/4l3814W X: https://a.vant.is/3Yeb4xk Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/4iTiNJE Apple: https://a.vant.is/42lvCWe

On this two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Jason Greenblath of American Century Investments about short duration fixed income, remaining active during recessions, inflationary spikes and fixed income. Then, at the 21:30 mark, the guys speak with Christian Hoffmann of Thornburg Investment Management to discuss opportunities in global credit markets, recession risk, heightened volatility, the Fed and inflation, and much more! Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices

Trivariate's Adam Parker, American Century Investments' Mike Rode and JP Morgan Asset Management's Jordan Jackson weigh in on today's market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments. 

Financial literacy has been found to be a strong predictor of future financial outcomes. A better understanding of fundamental financial concepts tends to lead to better decision making. Yet, the grim reality is that financial literacy among the global population is quite low. Past studies estimated that only about a third of the world are considered financially literate. But what can we learn from the latest academic research on this topic? What has the academic community found that might help to drive progress? And how do the observations and findings from real-world financial advice compare? On this episode of The Behavioral Divide, host Hal Hershfield speaks with renowned financial literacy expert and Stanford University Professor Annamaria Lusardi along with Tom Cock, Partner and Regional Director at financial advisory firm Apella Wealth, to shed light on the current state of financial literacy, why it bears our attention today more than you may realize, and what these two perspectives can offer as a guide to better outcomes for ourselves, our clients, and society at large. If you enjoy the show, please let us know by subscribing and rating our series. We'd also love to hear from you on this topic. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Visit our website: https://a.vant.is/4j2MiZa  Other contact options: https://a.vant.is/41X5vVe  Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/4iJvk2j  Apple: https://a.vant.is/4l6ME2U  Follow us on social media: LinkedIn: https://a.vant.is/4c7Wu0f  X: https://a.vant.is/4ce009u

There are plenty of logical reasons to devote some of our current wealth to future generations, such as supporting a better future for your family or society, the potential for estate tax benefits, and simply a common desire to build a legacy that endures beyond our lives. But tradeoffs abound when it comes to making such legacy decisions—not the least of which is how much do I want or need for myself today versus how much am I willing to give others for the future. Our choices may also be influenced by tendencies of human behavior or even our experience and feelings about legacy decisions of past generations. Do I feel like they were generous towards me, or selfish? Might that drive how I think about my own choices? On this episode of The Behavioral Divide, presented by Avantis Investors®, host Hal Hershfield speaks with Duke University Professor Kimberly Wade-Benzoni, an expert in intergenerational decision making, and Matt Hall, Co-Founder and CEO of Hill Investment Group, to examine what we can learn from both the academic research and real-world advisor-to-client experience to help us make better financial legacy decisions. If you enjoy the show, please let us know by subscribing and rating our series. We'd also love to hear from you on this topic. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. Visit our website: https://a.vant.is/4id5Auj Other contact options: https://a.vant.is/3DeHC2Y Subscribe to The Behavioral Divide podcast: Spotify: https://a.vant.is/3ESJtLn Apple: https://a.vant.is/4hSX6c2 Follow us on social media: LinkedIn: https://a.vant.is/4gXL7Jd X: https://a.vant.is/4kfjHRD

In this episode of the 401(k) Roundtable™, we're joined by Rich Weiss, Chief Investment Officer of Multi-Asset Strategies for American Century Investments and Bob Chapman, Chief People Officer of Trilon Group. They dive into the current state of the investment landscape and focus on the performance of U.S. equities, particularly the S&P 500, and the growing concerns over market concentration. The discussion touches on how generational perspectives influence investment decisions, the impact of interest rates on the economy, and the shifting dynamics of the labor market in a post-pandemic world. Additionally, the episode explores the role of technology and AI in reshaping financial services and the broader economy, as well as the uncertainty surrounding business investments heading into 2025. The hosts also delve into the speculative nature of cryptocurrency and its potential place in 401(k) plans, stressing the importance of diversification in retirement investment strategies.

Frank Tighe is a Senior Retirement Sales Director for large market plans in the South/Central region at T. Rowe Price Retirement Plan Services. With financial services experience dating back to 1994, he joined T. Rowe Price in 2024. Frank has extensive experience supporting corporate retirement plans, including roles in investment consulting, recordkeeping sales, and investment advisory support at firms like Wells Fargo, Mercer, Newport Group, Hartford Funds, and American Century Investments. A graduate of the University of Houston, Frank holds Series 7 licensing and certifications as a Certified Plan Fiduciary Advisor (CPFA) and Accredited Investment Fiduciary (AIF).Corey Pride is a Senior Retirement Sales Executive in Core Markets of Retirement Plan Services at T. Rowe Price. With investment experience since 1996, he joined T. Rowe Price in 2023 after seven years at J.P. Morgan Asset Management, where he specialized in retirement plan services. Corey's expertise spans 401(k), 403(b), and nonqualified deferred compensation plans, enabling him to develop effective strategies for strengthening retirement plans for businesses of all sizes. Corey holds a Bachelor of Arts in International Studies from Texas A&M University and several professional designations, including CPFA, NQPA, CRPS, and Chartered Financial Consultant. Passionate about addressing the retirement readiness crisis, he collaborates with financial professionals and companies to create impactful solutions.In this episode, Eric, Frank Tighe, and Corey Pride discuss:Driving an objective evaluation process The right approach to the RFP processGuidelines on considering record keepers Encouraging better outcomes through engagement Key Takeaways:Clearly define challenges, goals, and participant needs to ensure an objective evaluation, free from biases like favoring current providers or skipping presentations. Prioritize participant experience, technology access, and clear metrics.Approach the RFP process rigorously to evaluate new technologies, services, and pricing while addressing changing plan needs. Avoid inertia from periodic reviews and use customized, goal-driven RFPs instead of generic templates.Consider record keepers with personalized, targeted communication leveraging AI for better participant engagement and outcomes. The target-date fund (TDF) search could possibly precede the record-keeper search, focusing on participants' needs for the largest plan assets first. Personalized video technology boosts engagement and outcomes. Ensure clear requirements, address committee biases, and prioritize investment analysis before selecting a record keeper.“You really have to focus on the best decision for your participants, minus all the noise and all the other bells and whistles that may come from those extraneous services.” - Corey PrideConnect with Frank Tighe:LinkedIn: https://www.linkedin.com/in/frankjtighe/ Connect with Corey Pride:LinkedIn: https://www.linkedin.com/in/corey-pride/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

As the Senior Retirement Strategist, Glenn Dial is responsible for overseeing the firm's strategic planning for the US-defined contribution (DC) channel, which is responsible for Investment Strategies, Thought Leadership, and Tools to help develop customized solutions for retirement plan intermediaries and their clients.In this episode, Eric and Glenn Dialdiscuss:The balance between guarantees and flexibility What most plan sponsors prefer regarding “guarantees,” and “retirement income options.”Establishing and documenting an income replacement goal The growing trend with retirement plans Key Takeaways:Greater guarantees can mean less flexibility, while greater flexibility often means lower guarantees - finding the right balance is crucial.Most plan sponsors who opt for a default retirement income options prefer defaulting all participant account balances into a guaranteed income option, with the ability for participants to change it if desired.Setting and documenting an income replacement rate goal (e.g., 50%) for 401(k) plans is essential for selecting appropriate retirement income products and solutions. Retirement plans are shifting from supplemental savings to primary income sources, necessitating fiduciary protection, technological advancements, and significant changes expected in 2025.“Your mandate is to do what's in the best interest of your participants, and document while you're doing that, and that documentation, as long as in the best interest, is your defense. That is your defense.” - Glenn DialConnect with Glenn Dial:LinkedIn: https://www.linkedin.com/in/glenndial/ Email: glenn_dial@americancentury.com Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

Today on the Social-Engineer Podcast: The Security Awareness Series, Chris is joined by Kimberly Sims. Kimberly is the Deputy CISO, Director of Cyber Operations and Cloud Security for American Century Investments. Kimberly has over 17 years' experience in the Financial Services sector. Prior to joining American Century, Kimberly ran the Information Security Program for the second-largest capital market's desk in the world, responsible for securing systems that process a trillion-dollar debt portfolio.   Kimberly is an advisory member, and IT lead for the Charter for Veterans, a non-profit organization assisting recovering combat wounded veterans. She is an advocate for mentorship and coaching across the security industry and participates in several industry groups. [Aug 19, 2024]   00:00 - Intro 00:22 - Intro Links: -          Social-Engineer.com - http://www.social-engineer.com/ -          Managed Voice Phishing - https://www.social-engineer.com/services/vishing-service/ -          Managed Email Phishing - https://www.social-engineer.com/services/se-phishing-service/ -          Adversarial Simulations - https://www.social-engineer.com/services/social-engineering-penetration-test/ -          Social-Engineer channel on SLACK - https://social-engineering-hq.slack.com/ssb -          CLUTCH - http://www.pro-rock.com/ -          innocentlivesfoundation.org - http://www.innocentlivesfoundation.org/                                                03:01 - Kimberly Sims Intro 03:49 - Inspired by a Book 05:32 - Making a Giant Leap! 06:59 - Biggest Mistakes 09:14 - Lessons Learned 11:07 - Security Ambassador 13:23 - Overcoming the Fear 15:20 - Executive Order 17:06 - People, Process, Technology 18:38 - Back to Basics 20:11 - Resiliency Programs 23:14 - The Take Home 24:47 - Jump In! 25:46 - Book Recommendations -          Blink - Malcolm Gladwell -          Pitch Perfect - Bill McGowan -          Permission to Screw Up - Kristen Hadeed 27:49 - Mentors 29:12 - Find Kimberly Sims online -          LinkedIn: in/kimberly-sims-733510/ 29:26 - Wrap Up & Outro -          www.social-engineer.com -          www.innocentlivesfoundation.org

Steven begins the third hour of the show talking more about the Royals and starting the home stand off by beating the Marlins and ending their 25 inning scoreless streak and the great outing by Cole Ragans.  Then SSJ talks with Jonathan Thomas from Kansas City's very own American Century Investments to talk about the  American Century Championship celebrity golf tournament July 12-14 in Lake Tahoe on NBC and Peacock.  He talks about some cool opportunities to participate in the Championship. See omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick and Bloomberg News International Economics & Policy Correspondent Michael McKee preview the release of the April consumer-price index on Wednesday that is poised to provide the biggest test yet of the rally that started this month when Fed Chair Jay Powell swatted away worries that the central bank may raise interest rates again. Steve Brown, Senior Portfolio Manager at American Century Investments, discusses investing in REITs. Bloomberg News US Semiconductor Reporter Ian King explains how the US and their allies are vying with China for semiconductor supremacy, powered by wave of domestic investment. And we Drive to the Close with Ben Beneche, Co-Founder and Portfolio Manager at Tourbillon. Hosts: Carol Massar and Bailey Lipschultz. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Steven Brown, senior vice president and senior portfolio manager for American Century Investments, was a guest on the latest episode of the REIT Report podcast.Brown described the landscape for REIT investment today, noting that most REITs issued earnings growth guidance for 2024 of around 4%.“The REIT earnings outlook still looks very solid,” Brown said. “Demand is better than supply in most property sectors…higher interest rates as well as the higher cost of construction have started to slow supply in many of the markets we invest in. We think the picture is improving for…REIT earnings growth in 2024 and 2025.”Register for Nareit's REITweek: 2024 Investor Conference: https://go.reit.com/reitweekRR

Welcome to Season 4, Episode 5 of Meet the Expert® with Elliot Kallen! Ever dreamt of tax-free income? This episode dives deep into the world of municipal investing with Gregory Torretti from American Century Investments. We crack open the secrets of municipal bonds, explore their tax advantages, and discover how they can fit into your investment strategy, especially if you live in a high-tax state. Gregory also unpacks the impact of the current economic climate, interest rates, and even Federal Reserve policies on municipal bonds. Feeling overwhelmed by investment options? We discuss the pros and cons of individual bonds versus mutual funds and ETFs, and explore how working with an investment advisor can boost your returns and save you time. So, buckle up and get ready to unlock the power of municipal bonds for a more secure financial future! Read More: https://prosperityfinancialgroup.com/2024/04/08/municipal-bonds-demystifying-tax-free-income-with-gregory-torretti Free Consultation: https://prosperityfinancialgroup.com/book-your-appointment Visit Us: https://prosperityfinancialgroup.com We understand—you're busy. Between work, family, social, and personal life, it's all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn't an option. That's where we come in. At Prosperity Financial Group, we'll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself in your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime. Get started: https://prosperityfinancialgroup.com/book-your-appointment

Compliance professionals play a vital role in maintaining the integrity and transparency of the ETF industry. Now, that may sound a bit dry, but I assure you, throughout my career, compliance departments have been filled with some of the most dynamic and interesting professionals at the firm. Today, we are joined by Amy Shelton and Melanie Zimdars. Amy Shelton is Senior Vice President and Chief Compliance Officer (CCO) for the American Century Funds, Advisor, Broker-Dealer and global operations. Amy is a member of key oversight committees including the Investment Oversight Committee and the Products & Markets Committee. Amy joined American Century Investments in 1994 and has served as CCO since 2014. In her free time, Amy enjoys cooking and hosting paella parties with her husband.  Melanie Zimdars is Chief Compliance Officer (CCO) of Invesco Capital Management LLC. Prior to joining Invesco, Melanie served as Vice President and deputy Chief Compliance Officer at ALPS Holding, Inc. from 2009 to 2017. Melanie enjoys spending time outdoors with her husband and son, hiking and snowshoeing.  Kristine Delano guides the conversation about fostering team relationships and building strong communication skills in the fast paced world ETF Compliance. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. In partnership with https://www.etfcentral.com/ Book recommendations:  Never Finished by David Goggins Trust by Hernan Diaz

All links and images for this episode can be found on CISO Series. This week's episode is hosted by me, David Spark (@dspark), producer of CISO Series and Brett Conlon, CISO, American Century Investments. Joining me is our guest, Mical Solomon, CISO, Port Authority of NY and NJ. In this episode: Does the hype around generative AI tools make it seem like these are a totally new technological challenge for cybersecurity? Are many of the challenges with securing them the same that we've seen from the rise of SaaS and proliferation of shadow IT? What lessons from that transition can we apply to AI? Thanks to our podcast sponsors, Living Security & KnowBe4 Living Security is the global leader in human risk management. Our HRM platform Unify transforms human risk into proactive defense by quantifying human risk and engaging the workforce with relevant training and communications proven to change human behavior. Living Security is trusted by security-minded organizations, including Mastercard, Verizon, Biogen, AmerisourceBergen, and Hewlett-Packard. Learn more at www.livingsecurity.com. KnowBe4's SecurityCoach enables real-time security coaching of your users in response to risky behavior. Based on the rules in your existing security software stack, you can configure your real-time coaching campaign to determine the frequency and type of SecurityTip that is sent to users at the moment risky behavior is detected.

Fear of missing out, or FOMO, is something we can face in many different aspects of our lives. Whether it's our investment portfolio, our social lives, our career status, and so on, we often compare ourselves against others and feel regret or fear when it seems like they are doing better than we are. On this episode, our focus is on why we face FOMO as investors and what we might be able to do about it. First, we speak with Professor Shai Davidai of Columbia Business School on his work into different forms of regret that may arise when we feel we are missing out and how this can ultimately affect what we learn and the decisions we make in the future. Our second discussion is with Blaine Lourd, a veteran of the financial advisory business and founder and CEO of LourdMurray. Blaine takes us through how he's witnessed FOMO in his clients and how he goes about helping them through it. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you on the topic of FOMO in investing. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments.

Today is our 50th episode of WE Talk Careers! We are continuing our dive into Wall Street careers and into the very heart of Exchange-Traded Funds. What does it mean to be a product manager? We are joined by Sandra Testani and Greg Trinks to help us explore this role. In her role as Head of ETF Product and Strategy, Sandra Testani drives strategic product initiatives to launch new products and oversees the existing ETF offerings across the American Century and Avantis Investors brands. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein. She has worked in the investment industry since 2000. Sandra holds a bachelor's degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA® charterholder. She currently serves on the Finance Committee for Women in ETFs. Sandra lives in Connecticut with her husband and 7 year old daughter. In her free time, she enjoys spending time outdoors hiking, snowboarding and swimming. She aspires to travel to as many U.S. National Parks as possible in her lifetime. Greg Trinks is Head of U.S. Product at Janus Henderson Investors, a position he has held since 2023. In this role, he leads the U.S. product team. Prior to joining the firm, Greg was with UBS for over twenty years where he held a variety of roles, most recently as head of portfolio advisory group. Greg began his career focused on taxable fixed income and municipal bond sales and marketing at Prudential Financial. Greg received a BA degree in business administration and finance from Western Michigan University. He holds the Certified Investment Management Analyst (CIMA) designation and has 24 years of financial industry experience. Greg lives in New Jersey with his wife, 8 year old son, and 6 year old daughter. Greg enjoys spending time with his family outdoors, especially the beach and boating, hiking, and skiing/snowboarding. He also enjoys cooking, hosting friends, and listening to Audiobooks/Podcasts on the long commutes. Kristine Delano guides the conversation about Product Management as the intersection for the ETF industry and what it takes to build strong, collaborative, relationships. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. In partnership with https://www.etfcentral.com/ Book recommendations:  Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker, PhD  Outlive: The Science and Art of Longevity by Peter Attia, MD Demon Copperhead by Barbara Kingsolver

When it comes to solving the problems of asset management, there's one disruptor that stands out and is in a class by himself. That name is Devon Drew.With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024."In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.LinksAssetLink - https://assetlink.ai/DFD Partners - https://dfdpartners.com/Devon Drew LinkedIn - https://www.linkedin.com/in/devon-drew-cima%C2%AE-crpc-4b63111a/Devon Drew X - https://twitter.com/DevonDFDDevon Drew Instagram - https://www.instagram.com/devongdrew/

Interview With Wade SlomeSidoxia Investment Management and Financial Planning Services#Sidoxia #Investing #WadeSlomeHi, and welcome to the show!On today's show I have the pleasure of welcoming the President and Founder at capital management firm Sidoxia Mr. Wade Slome to talk about smart money moves and investing, the impacts of current market events on investment choices, and insights into investment options for business owners.Wade is a CFA charterholder (Chartered Financial Analyst), a CFP® certificant (Certified Financial Planner®), and a member of the CFA Institute. Wade has worked in the investment industry since 1993, and while managing a multi-billion fund at American Century Investments, Bloomberg identified him as the second youngest manager among the largest 25 actively-managed U.S. mutual funds in 2005. Wade has been a media go-to resource as seen on CNBC and ABC News. He has also been quoted in The Wall Street Journal, USA Today, New York Times, Dow Jones, Investor's Business Daily, Bloomberg, Smart Money, among other media publications. Online, Wade is lead editor of the investment blog, InvestingCaffeine.com and has been a contributing writer to Morningstar, Seeking Alpha, Wall St. Cheat Sheet, and other financial websites. Prior to founding Sidoxia Capital Management, Wade served as Portfolio Manager on American Century Investments' largest mutual fund, Ultra, from October 2002 through August 2007. As the senior Portfolio Manager on Ultra in 2007, Wade was responsible for day-to-day trading and marketing duties. Ultra at times exceeded $20 billion in assets and was among the nation's top 10 Large Cap Growth funds according to the assets under management during his tenure.With Wade's extensive background considered, today you're in for a treat as he shares practical smart money moves and investment strategies, along with his thoughts on the impacts of current market events locally, nationally and globally. This is a powerhouse call that you don't want to miss!To learn more about the topics discussed, or to contact Wade directly, click the link below.Disclosure of Material Connection: This is a “sponsored post.” My Future Business is disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.   Show notes Devon Drew oversees the strategy, operation, and implementation of the $800B data-driven, distribution platform at DFD Partners connecting asset managers with their next client. He has been in the asset management industry for over 16 years and has raised over $30B for his organizations. Prior to DFD, he was a Senior Executive at the $8T Vanguard group, where he led the efforts in the financial advisor services business to raise assets in Vanguard's etfs and mutual funds. Before Vanguard, Devon held Vice President positions at American Century Investments, Fred Alger Management and JP Morgan Chase. He started his career as a financial advisor at Merrill Lynch and Westrock Advisors.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

On today's podcast: 1) Claudine Gay is stepping down as president of Harvard University, ending a brief and tumultuous tenure marred by allegations of plagiarism and a campus controversy over antisemitism. 2) Donald Trump filed a lawsuit seeking to restore his name to Maine's presidential primary ballot after the state disqualified him over his attempt to reverse the result of the 2020 election he lost to Joe Biden. 3) Traders hoping that a pan-markets year-end rally would pick up where it left off got the opposite on 2024's first trading day, a session that featured one of the worst-ever concerted drops in stocks and bonds to start a year. Full transcript: Good morning. I'm Nathan Hager and I'm Karen Moscow. Here are the stories we're following today. We begin with the leadership shakeup at the top of the IVY League. Claudine Gay is stepping down as president of Harvard University weeks after her highly criticized congressional testimony about the school's handling of campus anti semitism, alongside the presidents of MIT and the University of Pennsylvania. Bloomberg's David Weston begins our team coverage. It has been sort of a firestorm for these three presidents to deal with exactly how you control and influence discussion on the campus. There were also questions that developed over time about some of the work that President Gay had done for her dissertation for her PhD, and allegations that she had improperly used sources that she did not identify. Initially, the Corporation of Harvard, which is what they call the Board of Trustees of corporation, said there'd been an investigation and they had totally exonerated her. There was no problem. But now she said, she stepped down, and I take her to ward. At this point, and at some point, a leader becomes a distraction. Bloomberg's David Weston reports this is a dramatic about face for Harvard. Claudie Gay became the university's first black president just six months ago. Well Nathan, one of Gay's harshest critics, says her stepping down is long overdue, and Bloomberg's At Baxter has that part of the story. Congresswoman Elis Stefanik says Gay in the December hearing never condemned calls for genocide against Jews as a violation of university policy. This is part of what Gay said at that December hearing. We embrace a commitment to free expression, even of views that are objectionable, offensive, hateful. Stefanica is a Harvard alum who said Gay's statements were morally bankrupt. And Bill Ackman now who's also gone after Gay posted at two sally an apparent reference to the president of MIT at Baxter Bloomberg Radio, okay, and thanks. Sticking with politics, another legal battle is set in motion involving Donald Trump's ability to return to office. S Bloomberg's Amy Morris has the latest. Trump is not just appealing the decision in Maine to remove his name from the primary ballot. He's also suing the official mains Secretary of State, Senna Bellows, who made that decision. It's another legal argument that will likely be settled by the US Supreme Court, along with a case from Colorado where a group of voters is calling for the justices to quickly step in. They're asking for that case to be expedited. They'd like a ruling by February eleventh, and we could learn whether the Supreme Court will it Dervine in the Colorado case by this Friday. In Washington, Amy Morris, Bloomberg Radio. All right, Amy, thanks now to the latest developments in the Middle East. A senior Hamas leader has been killed by Israel on a explosion in Beirut. Hamas says Israel killed Sileai al Rory, deputy headed the group's polit bureau, who was known as the mastermind behind its armed wing in the West Bank. Began more from a Bloomberg Silary Liebert, it's sort of a no brainer that if they had a senior Hamas leader, they could find an attack who wasn't in some underground hiding place wherever he was, if they would go after him, and Bloomberg Larry Liebert. It says aler Rory would be the most senior Hamas leader killed during the war. Turning to markets now, Karen wall Street kicked off the new year with a thud. Both tech stocks and treasuries sold off. The Nasdaq one hundred index fell one point seven percent, at benchmark's biggest drop in two months. Rich Weiss is chief investment Officer of multi asset Strategies at American Century Investments. If you look from the start of twenty twenty two through the end of twenty twenty three, cash basically outperformed most equities, maybe not the Magnificent seven, but most equity portfolios. So cash has been king, likely to be king at least for the first half of this coming year, at least, we believe American Century Investments. Rich Weiss thinks it could be a tough earning season for corporate America well. One of the biggest losers in yesterday sell off, Nathan was Apple I lost more than one hundred seven billion dollars in value after Barclay's analysts downgraded the tech giant. Bloomberg's Mark German explains the bearish view of the iPhone maker four quarters plus in a row of holiday declines. The earnings report that's coming at the end of January early February will indicate that Q one was either in line, maybe a little bit more a little bit less than the prior quarter. You have these patent situations which are likely to crop up in higher frequency now given the success that Massimo has had over the past few months. And Bloomer's Mark German notes that Apple shares rose around fifty percent to a record last year. Well, on the flip side, shares of JP Morgan closed at a record to kick off the new year. The bank's rebound from its twenty twenty two low has now pushed its market capitalization to about five hundred billion dollars. The lender's been a top performer in the banking industry following record results last year. Well Nathan investors will turn their attention for more clues on the future of interest to rates. This afternoon, the Federal Reserve issues minutes of dece meeting, and Bloomberg's Vinidel Judai reports Bloomberg Economics as the minutes could signal interest rate cuts aren't imminent, they'll fetcher. Jerome pal did strike a dubvish tone last month's news conference that officials voted to hold the benchmark interest rate target steady for the third time at December's meeting after more than a year of tightening. Next session, January thirtieth and thirty first. Also on today's US economic agenda, job openings, as well as ISM factory data. If Anny Dale, Judeace, Bloomberg Radio, Sorry, and Ethan Thanks. It's time out for a look at some of the other stories making news around the world, and for now we're joined by Bloomberg's Amy Morris. Amy, good morning, Good morning, Karen. Migrants sent mostly from Texas, have been showing up at train stops outside New York City over the weekend, sidestepping a new order limiting how they arrive. Hundreds of migrants took a detour in New York and New Jersey to bypass the New York order limiting the seat the number of arrivals. New York City and Chicago recently began restricting migrant bus arrivals, and now the crackdown spreading to the suburbs. Woodstock Mayor Michael Turner spoke at a city council meeting, we do not have the staff the expertise for the money, and that may not be the ideal. We may all wish it was something different, but that's the reality for Chicago. Suburbs in Hinsdale, Woodstock, Buffalo Grove, and Juliette taking official action now passing ordinances to find bus companies dropping off migrants without notice. Meanwhile, four ports of entry at the southern border will be reopened tomorrow. Those ports were closed because of a record influx of migrants. Officials said closing the border crossings was just a last resort to stem the flow of people crossing the border. Hospitals across the country now initiating some new policies in response to a rise in respiratory illness cases, more emergency room visits because of flu, COVID and RSV, prompting some hospitals to require prior off authorization for visitors younger than twelve years old. Duke Health infectious disease specialist doctor Cameron Wolf says, for the most part, people understands it. Ever easy decisions like people want to be able to come and visit their love ones in a hospital, but I think in general people understand. The CDC says more than half the country is experiencing a rise in COVID flu and RSV cases. Hospitals in at least ten states and Washington, DC have now reinstated mask mandates. Israel is planning to withdraw several thousand troops from the Gaza Strip. The IDF announced the move, noting the nearly three month war has taken a growing toll on the Israeli economy. The United Nations says more than eighty five percent of Gaza's residents have been displaced from their homes and the fighting has left more than twenty thousand people dead. And a messy winter storm is headed for the East Coast this weekend. Forecasters are expecting measurable snow from Washington, DC to New York and rain showers down south. Global news twenty four hours a day and whenever you want it with Bloomberg News Now. I'm Amy Morrison. This is Bloomberg Karen all right, Amy, thank you well. As Amy said you, we do bring you news throughout the day here on Bloomberg Radio. But now you can get the latest news on demand, and that means whenever you want it. You just subscribed to Bloomberg News. Now he can get the latest headlines right at the click of a button get informed on your schedule. You can listen and subscribe to Bloomberg News Now on the Bloomberg Business app, Bloomberg dot Com plus apples, Spotify, and anywhere else you get your podcasts. Time now for the Bloomberg Sports Update, here's John Stashaur John Karen. Just two years ago, the Oklahoma City Thunder lost fifty eight games. This year they might end up winning fifty eight. Fifth straight win for OKC now twenty three at nine on the season. They beat the league leading Celtics one twenty seven to one twenty three. Shay Gilgess Alexander's been on a scoring tear. He went for thirty six points. Christaph Porzingis had Boston with thirty four. Jayson Tatum scored thirty, but Jalen Brown shot only four of eighteen thirty six points for Steph Curry's Golden State Feed, Orlando won twenty one to one fifteen. Terry Rozier scored thirty four Charlotte with a win at Sacramento, John Moran twenty six points, ten assists Memphis Town San Antonio and Joe Lamby thirty one points at a triple double easy win for Philadelphia over Chicago. The Sixers were up by twenty five in the first quarter New Orleans out of twenty five point lead at halftime. Pelicans rolled to an easy win over the book for the Nets Perdue number one in college basketball and now thirteen and one boiler Makers with a big ten win at Maryland sixty seven to fifty three. Acced Duke rolled pass Syracuse eighty six to sixty six, Big East Yukon and easy win over De Paul eighty five to fifty six. College Football's National Championship game Monday in Houston, and Michigan is a four and a half point favorite to beat Washington. Both teams are undefeated, but Washington has only had one win by a ten or more points since September. They may not have running back Dylan Johnson. He got caught it off late in that semifinal win over Texas Johns Dan Shower. Bloomberg Sports from coast to coast, from New York to San Francisco, Boston to Washington, DC, nationwide on Syrias Exam, the Bloomberg Business app, and Bloomberg dot Com. This is Bloomberg Daybreak. Good morning. I'm Nathan Hager. Washington may have just flexed its muscles with the IVY leagues now that Claudine Gay is stepping down as president of Harvard University, comes weeks after widely criticized testimony about her handling anti Semitism on campus alongside the presidents of MIT and Penn, along with new questions specifically about Clining Gay's academic record some of her past dissertations. Meanwhile, with less than two weeks until voting begins in the Republican presidential race, former President Donald Trump is fighting to stay on a second state's primary ballot after Maine kicked him off over his actions on January sixth, twenty twenty one. Lots of political news to discuss this morning, and here to do that with us is Greg Valier, chief US policy strategist at AGF Investments. Greg, good morning. First, I want to get your reaction to the sudden departure of Claudine Gay as Harvard University. She just became Harvard's first black president in July. Now, apparently after this widely panned congressional testimony and the mounting political end donor pressure, she's out. I mean, what does that say about Washington's influence over higher education. Well, there is influence, Navan, good morning, But I think a bigger factor may have been the donor's donations were way down and applications were way down, and I think that may have had a bigger impact. Well, we did have the impact of a last Stephonica Harvard alum with that viral testimony, the questioning that she gave asking them pointedly whether calling for the genocide of Jews it violates school policy, and sort of wiggling on the answers. I mean this says something about a least stephonics clout as well, doesn't it. Yeah, two points. First of all, I think she is going to be a real player. She is already, but I think she's going to be a pit bull on these issues and she summoned to watch over the next few years. Secondly, I think that the university presidents, all three of them, were just extraordinarily tone deaf. You know, maybe what they said technically was correct, but it certainly did not soothe the issue. It just inflamed the issue. Not just that we know that the committee that brought those university presidents to Capitol Hill is expanding its investigation into some of these allegations of plagiarism against now former president Claudine Gay. Where do you see this investigation going into what's happening on these campuses. Well, I think that that is going to be fair game throughout the country, and I think it's not just these three presidents. I think it's probably a lot of other university officials that are now going to have to worry. I want to talk about the constitutional crisis potentially here with former President Donald Trump now suing to try to stay on Main's primary ballot after the Secretary of State made that move. Where do you see this going? Well, first of all, Nathan, I think it's probably ninety ninety five percent chance that the Supreme Court will take the issue. I think they have to beyond that. I think the odds would favor this court, which has three Trump appointees of six to three conservatives on the court. I suspect they would reject the argument that Trump has to be taken off the ballot. I think the Court could decide this within the next few weeks, before Super Tuesday on March five. I think that in the final analysis, Trump will be on the ballots. There is a difference between a secretary of state making a move like this and a Supreme Court like what happened in Colorado, Does that make any difference for the Supreme Court if it does come to that. It could, and there will be lots of issues debated, but I think the main one is can you quickly prove that Trump supported an insurrection? I mean that's a case that could take years, certainly many many months, and we don't have that kind of time with an election coming up. So barring any definitive ruling on the January sixth insurrection, I just don't see this going anywhere. Well, that being said, why do you think the Supreme Court would make a decision quickly if, as you say, it would take a substantial amount of time before the Supreme Court to determine whether former President Trump did indeed commit insurrection? Well, I think the Court we'll just have a cotton dried decision saying that that they don't have the jurisdiction right now to define insurrection or decide whether there was insurrection. And I think without that finding, again, I just don't think it's going to go anywhere. This is Bloomberg day Break Today, your morning brief on the stories making news from Wall Street to Washington and beyond. Look for us on your podcast feed at six am Eastern each morning, on Apple, Spotify, and anywhere else you get your podcasts. You can also listen live each morning starting at five am Wall Street time on Bloomberg eleven three to zero in New York, Bloomberg ninety nine to one in Washington, Bloomberg one sixty one in Boston, and Bloomberg ninety sixty in San Francisco. Our flagship New York station is also available on your Amazon Election device. Just say Alexa play Bloomberg eleven thirty plus. Listen coast to coast on the Bloomberg Business app, SERRIUSXM, the iHeartRadio app, and on Bloomberg dot Com. I'm Nathan Hager and I'm Karen Moscow. Join us again tomorrow morning for all the news you need to start your day right here on Bloomberg DaybreakSee 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Allison Schrager, Senior Fellow at the Manhattan Institute, explains why the trade-off between bringing down inflation and harming growth will come back with a vengeance for the economy. Bloomberg Technology Co-Host Ed Ludlow breaks down fourth-quarter vehicle delivery numbers for Tesla and Rivian. Dan Ives, Senior Equity Analyst at Wedbush Securities, shares his outlook for Apple and Tesla. And we Drive to the Close with Rich Weiss, CIO of Multi-Asset Strategies at American Century Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Age is a topic many prefer to avoid. But, when it comes to financial decisions, age may be something we should be thinking about. Age can certainly play a role at different stages of our financial journey. On this episode, we look to the literature as well as speak with a long-tenured financial advisor to gain a firmer grasp on how exactly the choices we make are affected by age and understand what types of mistakes we are prone to both earlier and later in life. Our first discussion is with Duke University Professor Greg Samanez-Larkin—one of the world's experts on how financial decisions change as we age. Greg speaks to his own research along with other breakthrough studies on this topic of aging. Greg highlights where younger and older adults tend to face the greatest challenges and what we might be able to do to overcome them. We also speak with financial advisor and founder of Constitution Wealth, Christopher Van Slyke, CFP. Christopher speaks to what he's observed among his client base along, in particular speaking to the value of experience and the difficulties that come with addressing cognitive decline. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you on this topic of age and financial decision making. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments.

While most would be happy to have more money, the reality is that more money may not lead to greater happiness for everyone. For many, living a fulfilled life goes beyond finances, so can we increase happiness and meaning in life through the decisions we make with our money today? To explore this question, we speak with UCLA Professor Cassie Holmes and an accomplished financial advisor, Joseph Janiczek, MSFS, ChFC, Chief Executive Officer of Janiczek Wealth Management. In our discussion with Cassie, we discuss her book, Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most, and her research into how wellbeing is affected by how much time we have and how we use it. We talk about how our decisions with our money may help us use our time in more meaningful ways for greater lasting happiness. Joseph speaks to how his firm has found ways to evolve client discussions towards a more holistic view of their clients' lives. Joseph shares that, through the use of creative tools, client meetings feature topics that go well beyond a client's financial picture to include aspects that matter to each individual's overall happiness. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you on this topic of enhancing meaning through how we choose to spend our money. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments. The book Happier Hour: How to Beat Distraction, Expand Your Time, and Focus on What Matters Most is not affiliated with, sponsored by, or endorsed by Avantis Investors or American Century Investments.      

We've all likely dealt with budgeting in one form or another, but is there any well-tested advice on how best to budget? And how does it fit into making progress toward longer-term goals like saving for retirement? In this episode of The Behavioral Divide, we get two perspectives. First, we interview wealth advisor Lowell Parker, CFP of Merriman Wealth Management, to discuss the role of budgeting within the financial plans he establishes with his clients. What we uncover on the importance of the details of those budgets may surprise you. In our second discussion, we speak with Abby Sussman, Ph.D.—a professor at the University of Chicago Booth School of Business—who has done a great deal of research into how individuals budget and why. Abby speaks to her findings on where people often go wrong with budgeting and what they can do about it. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you on this topic of budgeting. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances. Hal Hershfield is not affiliated with American Century Investments.

There are many sources of conflict among couples, but money may be one of the biggest. In this episode of The Behavioral Divide with Hal Hershfield, we discuss how financial decisions are made within couples and explore ideas on how we might improve them. We first speak with Scott Rick, Ph.D., a professor of marketing at The University of Michigan's Ross School of Business and author of Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships (planned release January 2024). We talk about his research into couples and what seems to work well and not so well when it comes to their finances. Next, we talk with financial advisors Stuart Vick Smith, PFS, CPA of Maxwell Locke & Ritter and Elizabeth Shabaker, CFP, CDC of Versant Capital Management on the common pitfalls they've encountered in managing wealth for couples. We also discuss strategies they've found to be successful for righting the ship to keep couples on track towards their shared goals. If you enjoy the show, please let us know by giving our series a five-star rating. We'd also love to hear from you on this topic of managing money among couples. To join in on the discussion, send us a note at BehavioralDivide@AvantisInvestors.com. Important Disclosures The views expressed in this presentation are the speaker's own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.  Hal Hershfield is not affiliated with American Century Investments. The book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships is not affiliated with, sponsored by, or endorsed by Avantis Investors or American Century Investments. 

As we wrap up Season 8, we are reairing a few outstanding guests. First is Adam Miller, the newly-minted Head of Diversity and Inclusion at American Century Investments. As the resident hype man of everywhere he goes, he has a flair for working out challenges and making them fun. It's a gift he has honored, and leveraged into a distinguished career. As their ace of authenticity, he brings gregarious levity to serious subjects. And by creating spaces that are safe for all, has forged a legacy that prospers with purpose. Please check out our YoutTube channel for more with Adam Miller and all of our guests:https://bit.ly/RTBAdamMillerWebsite: www.theworkoutkc.com Instagram: https://www.instagram.com/adamvinos/?hl=en Twitter: https://twitter.com/amiller0622

Steven Skancke, Chief Economic Advisor at Keel Point and Bloomberg Economics Chief US Economist Anna Wong look ahead to Wednesday's FOMC rate decision and the Fed's summary of economic projections. Hans Kobler, Founder and Managing Partner of Energy Impact Partners, discusses transforming the global economy towards a sustainable future. Johannes Jütting, Executive Head of the Partnership in Statistics for Development at PARIS21, talks about data related to climate, gender equality, evidence-based policy-making. And we Drive to the Close with Charles Tan, Co-CIO of Global Fixed Income at American Century Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Erica Adelberg, MBS Strategist with Bloomberg Intelligence, joins to talk about MBA mortgage applications, the housing market, and other real estate pressures. Vania Stavrakeva, professor of economics at London Business School, joins to discuss the ECB, outlook for eurozone inflation, and Germany's economic slump and the return of the “sick man of Europe.” Steve Brown, Senior VP and Senior Portfolio Manager, Global Real Estate at American Century Investments, joins to talk about REITs. Bloomberg Intelligence Senior REITs Analyst Jeff Langbaum talks about WeWork's strategic outlook. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, and Fernando Valle, Senior Analyst: Global Energy with Bloomberg Intelligence, join to talk about the impact of international oil supply cuts and outlook for global energy and refining capacity. Elisabeth Behrmann, Team leader for Euro Autos for Bloomberg News, joins to discuss the $3 billion US battery plant brought together by the pact between Daimler Truck, Cummins, and Paccar. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jason Anderson sits down with Jonathan Thomas, President and Chief Executive Officer of American Century Investments, to discuss the American Century Championship and how it became one of the most popular events for some of the world's biggest stars. Then, Jason talks with former MLB catcher Joe Mauer, including his perspective on the Royals' first-round pick as a fellow catcher drafted out of high school.See omnystudio.com/listener for privacy information.

Anurag Rana, Senior Tech Analyst with Bloomberg Intelligence, joins the program to discuss the deliveries miss for Apple on personal PCs. David O'Reilly, CEO of Howard Hughes (NYSE: HHC), joins to discuss economic challenges that commercial real estate faces, as well as office spaces and residents/home buyers. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. Alexander Isakov, Russia Economist with Bloomberg Economics, discusses his recent piece on Putin turning his attention to the 2024 election, and the resiliency of Russia's economy in its invasion and the challenges it faces. Joel Levington, Director of Credit Research with Bloomberg Intelligence, discusses Carvana debt and the potential for filing for bankruptcy. Christine Mastandrea, COO at Whitestone REIT (NYSE: WSR), joins to discuss commercial real estate and property prices. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Bloomberg News Economics Reporter Steve Matthews and Claudia Sahm, Founder of Sahm Consulting, share their thoughts on Fed policy, oil's impact on a recession and helping the unbanked. Sarah Bratton Hughes, Head of Sustainable Investing at American Century Investments, discusses the findings of the firm's impact investing survey. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Labor Reporter Josh Eidelson provide the details of Josh's Businessweek Magazine story Undercover Organizers Become Secret Force in Labor Union Wins. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group.Hosts: Carol Massar and Madison Mills. Producer: Paul Brennan.See omnystudio.com/listener for privacy information.

Sarah Bratton Hughes is the Head of ESG & Sustainable Investing for American Century Investments. American Century is not your standard investment firm. They have embedded purpose into their core, with a focus on supporting breakthrough medical research. In the 1990s, the founder of American Century and his wife, Jim and Virginia Stowers, established and endowed the Stowers Institute for Medical Research from their personal fortune. This world-class biomedical research organization owns a controlling interest in American Century, and more than 40% of American Century's profits go to the Institute to ensure ongoing funding for medical research. In 2015 American Century and the Institute received the Financial Services Cares Award for their roles in the fight against cancer.  Sarah Bratton Hughes has been a senior leader in the finance industry for the past 15 years. Before joining American Century, she worked at JP Morgan and Schroders.  In this episode we discuss: ●      What ESG and Sustainable Investing means ●      The 3 factors that are accelerating ESG and Sustainable Investing ●      American Century's unique business and ownership model (that funds medical research)  Key Takeaways: ●      The impact American Century - and its employees - are able to have has two key components. Like any company, the first is based on their industry. As an investment firm, they create impact based on the businesses they choose to invest in. This can be positive or negative. On a basic level, investments act as a vote for the type of companies that will be around in the future. With the American Century focus on ESG and Sustainable Investing, they are including not just financial returns, but social and environmental returns in their investment approach.  By doing this, the company is voting with its investments to shift what business looks like in the future. ●      The second component is something most companies don't think about or innovate around. It's their unique business structure. The way Jim and Virginia Stowers restructured the ownership model of American Century to establish a sustainable funding mechanism for medical research that supports their values and benefits society. How a business is owned and structured has an enormous impact on the role it plays in society. Ownership models are an area that's ripe for disruption. A more recent example is Patagonia. In 2022 Patagonia made Earth the only shareholder when the Chouinard family transferred all ownership to two new entities: Patagonia Purpose Trust and the Holdfast Collective. With this ownership move, every dollar that is not reinvested back into the company will be distributed as dividends to protect the planet. How would your relationship with your job change, if you knew its success was funding what you value most? ●      There's a lot of work to be done around changing the way we measure the success of an investment, and equally, the way we measure the success of a company. Collectively, we don't have the measurement systems nailed down yet for ESG. This will take time. A lot of organizations are innovating new approaches.  It's important to find ways to come together and collaborate,  to share what's working and what's not working, and to establish best practices. We don't have the luxury of time for each company to invent the wheel from scratch. References: ●      Connect with Sarah on LinkedIn ●      American Century Investments ○      Sustainable Investing at American Century ●      Stowers Institute for Medical Research ●      The UN's Sustainable Development Goals ●      Sarah's article about the Dept. of Labor's new rules on allowing firms to consider ESG factors when building 401k retirement plans. Connect & Share: If you enjoy the podcast, would you please consider leaving a short review on Apple Podcasts/iTunes? It takes less than 60 seconds, and it really makes a difference in helping to convince hard-to-get guests. I also love reading them! If this episode resonated with you, I ask you to send it to a friend. Help bring even more visibility to these leaders that are using business as a force for good! Subscribe to the Purpose and Profit newsletter to make sure you don't miss future episodes. This podcast is for you, the listener. I'd love to hear what resonated with you, or if you have a suggestion on who would be a great guest for this show. Please send me a note at info@KathyVarol.com.

Israeli influence group exposed Another day, another record DDoS Cut cables lead to Lufthansa outage Thanks to today's episode sponsor, US, yes, CISO Series “Every week, one of the stories from Cyber Security Headlines comes up in our team meetings,” said Brett Conlon, CISO for American Century Investments who admits he starts his day with this very show. And did you know that Cyber Security Headlines has longevity? It's a daily news show but we see significant downloads for four months after episodes air. That means your ad campaign will continue to live long after the premier airing. To learn more about pricing and audience, email us at info@cisoseries.com.

NIST standardizes crypto for IoT Chinese phones collect PII Chinese firms also working on AI chatbots Thanks to today's episode sponsor, US, yes, CISO Series “Every week, one of the stories from Cyber Security Headlines comes up in our team meetings,” said Brett Conlon, CISO for American Century Investments who admits he starts his day with this very show. And did you know that Cyber Security Headlines has longevity? It's a daily news show but we see significant downloads for four months after episodes air. That means your ad campaign will continue to live long after the premier airing. To learn more about pricing and audience, email us at info@cisoseries.com.

The next generation of creative problem solvers has arrived. He's the resident hype man everywhere he goes, and he has a flair for working out challenges and making them fun. It's a gift he has honored, and leveraged into a distinguished career. His name is Adam Miller, the newly-minted Head of Diversity and Inclusion at American Century Investments. As their ace of authenticity, he brings gregarious levity to serious subjects. And by creating spaces that are safe for all, has forged a legacy that prospers with purpose. For Extra Innings with Adam Miller: https://bit.ly/RTBAdamMillerWebsite: www.theworkoutkc.com Joel Goldberg Website: https://joelgoldbergmedia.com/

“Nobody is going to manage your career for you.” Jan Deahl is a marketing leader with over 20 years of investment industry experience who has ran international and global institutional marketing efforts at some of the world's top asset management firms including AllianceBernstein, Janus Capital Group, American Century Investments, and the CFA Institute. He has worked globally, including being based in New York and Hong Kong. Jan graduated from Binghamton University with a BA in English Literature. He is currently the Head of Marketing for a Global Investment Bank. Questions: What are some differences and challenges between working at large global investment organizations vs smaller FinTech firms? When planning out a marketing strategy, what does Jan focus on first? What are some of the specific marketing challenges within the financial services industry? Why did Jan specialize in this specific industry? How to define sales enablement and why do marketers need to incorporate this into their B2B marketing campaigns? Is customer segmentation a one-off exercise? How often should marketers review documentation around customer segmentation? What qualities and skills does Jan look for when hiring? How should managers approach helping their teammates grow in their careers? What benefits come from traveling the world, that translates into career growth? And more! You can say hi to Jan via LinkedIn, here - https://www.linkedin.com/in/jan-deahl-00b70b2/

Bloomberg Intelligence Senior Autos Analyst Kevin Tynan reports on Ford's plans to cut about 3,200 jobs across Europe affecting roles in development and administrative areas. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Industrials Reporter Ryan Beene share the details of Ryan's Businessweek Magazine story Wind Turbines Taller Than the Statue of Liberty Are Falling Over. Tiff Roberts, Senior Fellow at the Atlantic Council's Asia Security Initiative, explains how China's reopening will impact the global economy. And we Drive to the Close with Mike Liss, Senior Portfolio Manager at American Century Investments.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Mike Ganino is a storytelling + communication expert who hosts The Mike Drop Moment podcast. He is an author, former Executive Producer of TEDxCambridge, and has been named a Top 30 Speaker by Global Guru. He teaches storytelling, presence, and public speaking to some of the biggest names and brands from Disney, American Century Investments, and the American Marketing Association.  In today's episode, Mike shares easy-to-implement strategies to help you gain more clarity and confidence in your ability to deliver awesome content using your voice. He breaks down some super practical tips and strategies for all of us to start communicating better, whether that's on camera during a webinar or onstage in front of 1,000 people. What You'll Learn:  - How to be infectious on any stage you step on  - The benefits of simplifying your offer - Mike's “I Want Song” speaking framework - How to develop your on-stage ability to entertain, educate and inspire - The difference between writing for reading and writing for speaking - How to learn to talk to one person during a presentation - Why presenting online is different to presenting face-to-face - What most people get wrong about public speaking  - The powerful and infectious nature of storytelling  Although humans have been telling stories for as long as anyone can remember, telling stories is a skill that not many of us have really developed. The good news is that storytelling is a craft, and like all other crafts, it's something we can learn with some practice.  Links and Resources: - Get your Storytelling guide here - www.mikeganino.com/storycraft - Mike Ganino's LinkedIn - https://www.linkedin.com/in/mikeganino/ - Mike Ganino's website - https://www.mikeganino.com/ - Connect with Mike on Instagram - https://www.instagram.com/mikeganino/ - Sign up for the Hell Yes Guest Course: http://work.kellymosser.com/course  - Send me a message on Instagram and let me know your takeaways from this episode! https://www.instagram.com/kelly.mosser/ - Check out my website https://kellymosser.com/

Vince Cignarella, global macro strategist with Bloomberg News, and Jennifer Lee, Managing Director and Senior Economist with BMO Capital Markets, join to discuss the Fed and inflation and other central bank activity in Europe and Asia. Jon Hirtle, Executive Chairman at Hirtle Callaghan & Co., joins us in studio to talk markets, investing, and the economy in 2022. Ira Jersey, Chief US Interest Rates strategist with Bloomberg Intelligence, also joins to discuss the Fed. Jason Greenblath, Senior Portfolio Manager and director of Corporate Credit Research at American Century Investments, talks about credit, investing, inflation outlook, and can touch on crypto. George Patterson, CIO for PGIM Quantitative Solutions joins the program to discuss his quant analysis and outlook for the economy and markets. Larry Tabb, Head of Market Structure Research with Bloomberg Intelligence, joins the program to discuss the new SEC plan for Wall Street trading. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” also joins to discuss markets and investing. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Inflation has been rising steadily since the beginning of the year and is now at a level considered concerning by many economists. And while the Fed has been raising interest rates to keep inflation in check, it is becoming increasingly difficult. With inflation remaining stubbornly high, many believe a recession is becoming increasingly likely. What does this mean for the fixed-income market and the bond market? In this episode, Rusty and Robyn talk with Colleen Ambrose, Director of Fixed Income Markets at Capital Group. Colleen has 35 years of industry experience and has been with Capital Group for two years. Before joining Capital Group, Colleen was a portfolio manager at Bank of America. Before that, she was a fixed-income client portfolio manager at American Century Investments. Colleen holds the Chartered Financial Analyst® designation and is a member of the CFA Institute, the CFA Society of Chicago, and Women Investment Professionals.  Colleen talks with Rusty and Robyn about her outlook for fixed income, the bond market, and the headwinds in the economy, including inflation, Federal Reserve policy, and a potential recession. Key Takeaways [02:34] - Colleen's professional background and what she does at Capital Group. [04:29] - What Women Investment Professionals is all about. [05:27] - Colleen's advice to investors in light of global financial market events. [07:54] - Capital Group's outlook on inflation. [09:32] - Colleen's thoughts on the Federal Reserve's inflation policy. [10:24] - What Capital Group has to say about recession risk. [11:46] - The impact of geopolitical risks on the fixed-income market. [13:17] - How the fixed income bear market will end. [14:59] - Colleen's view on long-term interest rates. [15:46] - What Capital Group thinks about investment grade bonds, high yield bonds, emerging markets, and debt.  [17:21] - Why investors should consider fixed-income assets during market volatility. [19:30] - Colleen's personal investment strategy. [20:28] - How Colleen maintains her physical and mental health to perform at her best. [21:29] - The lessons Colleen learned from her mentors. [22:35] - Colleen's recommendation for content. Quotes [04:05] - "I love being that point person between our investment team and the end user clients to help them optimize what they're doing with their fixed income. Fixed income can be archaic and complex to understand. I like putting it in user-friendly terms to help people understand the messaging and move forward the right way." ~ Colleen Ambrose [10:39] - "We're not there yet. But 2023 is likely to see a recession, potentially a global recession. The U.S. will be slowing from the impact of Federal Reserve hikes and higher inflation. In terms of the employment landscape, we start to see layoffs in the economy that could impact things." ~ Colleen Ambrose [22:01] - "In the real world, you learn so much by doing. I equate learning about the bond market or financial markets to being plopped down in the middle of a foreign country, not knowing the language. And every day, you have to get up and learn the language." ~ Colleen Ambrose Links  Colleen Ambrose  Capital Group Walking On Sunshine Women Investment Professionals Bloomberg The Wall Street Journal The Economist Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2145-OPS-11/8/2022

In this episode, we are joined by the CIO of Avantis Investors, Eduardo Repetto, to have an in-depth conversation about his philosophy and approach to many of the central concepts that are important to our listeners. Eduardo weighs in on asset pricing factor investing, premiums, and also shares some of his perspectives on what makes Avantis different from its competitors. Eduardo's wealth of experience and technical know-how make this very practical exploration, complete with some inventive and demonstrative analogies. Despite the high-level concepts discussed, our guest's ability to communicate these in an accessible manner also helped maintain a level of approachability throughout. Toward the end of the episode, we get to hear a little about Eduardo's Ph.D. in aeronautics and some of the surprising overlaps he sees between his two fields of interest.   Key Points From This Episode: Eduardo's approach to communicating what Avantis can offer their clients. (0:02:57) Advantages of the ETF structure for managing portfolios. (0:05:07) Advice for investors for quantitatively assessing the expected return advantage of a factor-tilted portfolio. (0:10:26) Practical approaches for individual investors when assessing a factor tilt in portfolios. (0:13:54) Eduardo unpacks the idea of trust in relation to the premium. (0:20:45) When does a completely small-cap value portfolio make sense? (0:27:23) Avantis' method for targeting value and profitability. (0:31:03) The weighting of different metrics that Avantis uses when building portfolios. (0:34:43) Eduardo unpacks cash profitability versus operating profitability. (0:36:53) The approach at Avantis to sector weights. (0:39:56) Understanding adjusted book value when pricing a company. (0:43:53) Eduardo describes the premium for the Goodwill adjustment. (0:50:02) How Avantis views pursuing credit premium in fixed income investments. (0:51:32) Determining the size of factors tilts on particular products. (0:57:05) Reasons that there are no emerging market small cap value strategies. (0:59:48) Comparing the research behind inflation-focused equity strategy to a more general value profitability premium. (1:06:03) Avantis' strategy for staying on the cutting edge of the latest research. (1:10:34) Conversations between Avantis and American Century Investments about different investment philosophies. (1:18:22) Eduardo shares his opinion about Avantis' competitive advantage. (1:19:56) Where Avantis and Eduardo are aiming their energy in the near future, and the succession plan for the company. (1:23:11) Some surprising similarities between aeronautics and asset management. (1:27:21) Eduardo talks about his personal definition of success. (1:31:31)   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Eduardo Repetto — https://www.avantisinvestors.com/content/avantis/en/about-us/our-team/eduardo-repetto.html Avantis Investors — https://www.avantisinvestors.com/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/?hl=en Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on Twitter — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on Twitter — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/

Steven St. John & Nate Bukaty wake up with Kansas City as the two discuss the latest headlines from yesterday's action and Steven St John catches up with our friends from American Century InvestmentsSee omnystudio.com/listener for privacy information.

If you hadn't noticed, 2022 hasn't produced the best results in the financial markets. The questions on everyone's mind are how did we get here and what's next? To delve into those and many other questions I am happy to welcome back Rich Weiss, Senior Vice President and Chief Investment Officer overseeing the Multi-Asset Strategies Division at American Century Investments. Personally, I'm glad we were able to pry him away from CNBC, Bloomberg TV or Fox Business News to share his timely insights! A quick warning, everything we discuss is not puppy dogs and rose petals. I strongly believe in workplace retirement plans, the power of dollar cost averaging, and the long term health of the market. However, these are challenging and unique times in the market and the economy. I felt steering into some of that would be worthwhile.   If you have been enjoying the podcast, please leave a rating or review on your favorite podcast app, that helps the infamous algorithms and grows the audience. Enjoy!    Guest Bio Richard Weiss is senior vice president and chief investment officer, Multi-Asset Strategies for American Century Investments. Mr. Weiss oversees the team that manages the firm's multi-asset strategies, including the One Choice (Target Risk and Target Date) Portfolios®, Strategic Allocation and investments offered in the Learning Quest® 529 Education Savings Program. He also serves as a member of the American Century Investments Asset Allocation Committee, which is responsible for establishing investment policy and reviewing investment decisions for all of the firm's multi-asset products. Prior to joining the firm in 2010, Mr. Weiss was executive vice president and chief investment officer of City National Bank, where he was responsible for the bank's investment management group and directed investment policy and strategy. Previously, he was executive vice president and chief investment officer at Sanwa Bank California, where he managed all aspects of their investment department. Earlier in his career, Mr. Weiss held senior investment positions at Vantage Global Advisors, TSA Capital Management, PaineWebber and Mellon Bank. An investment veteran with over 35 years of experience, Mr. Weiss holds a bachelor's degree in finance from the Wharton School at the University of Pennsylvania and an MBA from the University of Chicago. He has authored several academic papers and is well known for his advanced work in the field of global investing. Mr. Weiss is also a frequent guest on CNBC, Bloomberg Television, Fox Business and Bloomberg Radio.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 225 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode every other Friday!

Sarah Bratton Hughes, Head of ESG and Sustainable investing at American Century Investments, discusses how the appeal for impact investing has reached all-time highs. Hosts: Carol Massar and Mike Regan Producer: Paul Brennan.   See omnystudio.com/listener for privacy information.

Bloomberg News Federal Reserve and U.S. Economy Reporter Craig Torres explains that Federal Reserve officials are shifting the focus away from a destination on hikes to something that's trickier to determine and explain: the broader impact of their policies on the economy. Bloomberg News Technology Reporter Kurt Wagner on discusses Elon Musk threatening to end the deal to takeover Twitter because of a lack of info on bots. Bloomberg Businessweek Editor Joel Weber and Bloomberg Opinion Deals and Industrials Columnist Brooke Sutherland talk about Brooke's Businessweek Magazine story An Industrial Stalwart Goes All-In on Specialty Software. Connecticut Attorney General William Tong discusses gun control and pushing back on the Purdue bankruptcy plan. And we Drive to the Close with Jason Greenblath, Senior Portfolio Manager at American Century Investments. Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Jim Lowell, CIO at Adviser Investments, talks about markets, investing, and the economy in 2022. Dan Ives, Managing Director and Senior Equity Analyst at WedBush Securities, discusses Snap, the NASDAQ, and other stories in Big Tech. Guillermo Cornejo, co-founder and CEO of Riders Share, discusses his company, the “AirBnb of Motorcycles,” and the health of that business. Jason Greenblath, Senior Portoflio Manager at American Century Investments, talks about credit and investing. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.