Podcasts about ascent private capital management

Ashlee Woods, the head of philanthropy at Ascent Private Capital Management, will speak with Penta Senior Writer Abby Schultz about how to plan ahead for effective giving, even for responding to disasters.

Karen McNiell speaks on Anchoring the Family Identity when we let go of the Business. About Karen McNiell: Director, SVP, Sr. Family Historian at Ascent Private Capital Management of U.S. Bank. Karen is passionate about history and its importance in helping us understand ourselves and the world in which we live. She believes, we're not just products of history: we're historical actors in a larger narrative, and this awareness can inform how we live our lives and build toward the future. As part of Ascent's unique Center for Wealth Impact, she helps families and their businesses discover the people and stories that embody the values and culture that define their legacy and shape their vision of the future. She works with multiple generations within families and key figures in businesses to uncover and construct meaningful histories. ***Disclaimer* Karen's views and opinions on this platform are her own and not those of her employer.

In this episode, we sit down with Karen McNeill, Director of Family History at Ascent Private Capital Management of US Bank, to discuss her fascinating role in researching family histories as part of a comprehensive wealth planning platform. Here, she discusses how applying historical knowledge to family culture can play an enormous role in supporting family preservation and success.

"Over the years, I have allocated to a lot of short term CTAs… but due to the alpha decay factor to short-term models, not really made any money from it." - John Fidler (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, guest host Ranjan Bhaduri continues his conversation with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathan Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. Listen in as our guests talk about management fees and how they have changed over the past decade, the importance of constantly checking your assumptions, and what wisdom they would give to young up and coming investors. Subscribe on: In This Episode, You'll Learn: Why John and Jonathan don't spend much time looking at short-term CTAs How fee compression has changed management fees over the last decade When our guests choose discretionary over systematic managers The role of alternatives in a portfolio, and why Christopher doesn't call them alternatives "I would urge people to be cynical, and what I mean by that is Wall Street is about product creation, not about performance." - Christopher Vogt (Tweet) Why Christopher urges people interested in the investment space to be cynical Why in a world of complex models, John sees simplicity as a good thing The most important decisions in Jonathan's work, and why they aren't necessarily financial decisions Why many people's view of model risk can hurt them and their investments Why macro strategies will always remain strong This episode was sponsored by: Links Mentioned: The Impact of Crowding in Alternative Risk Premia Investing Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios Connect with our guests: Learn more about John Fidler and Commonwealth Bank and Trust Learn more about Jonathan Miles and Ascent Private Capital Management of U.S. Bank Learn more about Christopher Vogt and Margaret Cargill Philanthropies "Everybody understands management and incentive fees. Let's just set it in such a way that investors feel it's fair." - Jonathan Miles (Tweet)

"Not all managed future strategies are created equal." - John Fidler (Tweet) Welcome to Top Traders Round Table, a podcast series on managed futures brought to you by CME Group. On today's episode, guest host Ranjan Bhaduri speaks with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathon Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. With these experts on managed futures, we will discuss how managed futures is being incorporated into institutional portfolios, illiquid versus liquid investments, and what role alternative investments play in today's investment landscape. Subscribe on: In This Episode, You'll Learn: What managed future strategies John sees the more successful managers gravitating towards Why diversification isn't always the best idea, and what alternative strategies Jonathan recommends The advantages and disadvantages of having illiquid versus liquid investments "What is proven in behavioral finance is that people tend to underestimate the value of liquidity." - Ranjan Bhaduri (Tweet) The heuristic crutch of private equity Why Christopher is wary to always choose emerging managers over more established ones The importance of a strong operational due diligence in managing portfolios "Quant processing is so cheap. We can all buy computers for almost nothing, and I think that might make it much more challenging as we go forward, given that there's so much easy and inexpensive quant processing to search for anomalies or alpha opportunities." - Christopher Vogt (Tweet) How trend following will need to evolve amid machine learning and changing markets How Jonathan's risk premia strategies transformed how his firm looked at managed futures This episode was sponsored by: Links Mentioned: The Impact of Crowding in Alternative Risk Premia Investing Hedge Funds Are Not an Asset Class: Implications for Institutional Portfolios Connect with our guests: Learn more about John Fidler and Commonwealth Bank and Trust Learn more about Jonathan Miles and Ascent Private Capital Management of U.S. Bank Learn more about Christopher Vogt and Margaret Cargill Philanthropies "Diversification for the sake of diversification isn't actually worth it for us." - Jonathon Miles (Tweet)

Blended families can have different needs when it comes to financial planning and life insurance. In the second of two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard.  Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, formerly managing partner of Wealth Legacy Group, Emily is now a Strategic Wealth Coach at Ascent Private Capital Management.  Co-author of  Estate Planning for the Blended Family, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg BusinessWeek and the New York Times. Emily also

The combination of UTX and Rockwell Collins creates an aerospace-supplier giant, Bloomberg Intelligence's Doug Rothacker says. Tom Hainlin, a global investment strategist at Ascent Private Capital Management, says the U.S. consumer supports a bull market for stocks. Finally, Dr. Robert Pape, a political science professor at the University of Chicago, says without China and Russia's support, the U.S. needs to restart Big 6 talks with North Korea.