Podcasts about Caia

What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns. In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Portfolio Manager at Ocean Park Asset Management, about protecting portfolios during market declines without relying solely on traditional diversification.  They explore trend following strategies, downside risk management, investor psychology, portfolio construction, changing stock and bond correlations, the strengths and limitations of AI investment tools, and why maintaining a disciplined investment process becomes increasingly important as retirement approaches. Key points: How trend following strategies seek to reduce large portfolio drawdowns through disciplined investment rules Why diversification alone may not provide enough protection during certain market environments How retirement timing changes an investor’s ability to recover from significant portfolio losses What recent bond market performance reveals about changing stock and bond correlations Why AI investing tools should support, rather than replace, thoughtful financial decision making And more! Resources: Educational videos (bottom of the page) Connect with James St. Aubin: LinkedIn: James St. Aubin Website: Ocean Park Asset Management Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Co-founders David Wright and Kenneth Sleeper. An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research, and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

Brandon Sedloff and John Bowman explore the future of private markets through the lens of CAIA Association's recent research report, "The World Rewired." Bowman, CEO of CAIA Association, shares insights from eight global roundtables with over 120 C-suite executives across major financial centers. The conversation examines how geopolitical shifts, evolving product structures, and talent needs are reshaping portfolio construction and investment strategy. Bowman argues that the post-World War II regime of low rates, stable globalization, and minimal inflation has ended—requiring allocators to fundamentally rethink how they build portfolios. They discuss: - Why geopolitics may replace asset allocation as the primary framework for portfolio construction - How tokenization could solve liquidity challenges better than traditional gate structures - The shift from hiring job-ready specialists to recruiting systems thinkers with interdisciplinary judgment - Why the Gulf region has become a serious contender as the capital of private capital This episode offers a strategic roadmap for institutional investors, asset managers, and private markets professionals navigating a regime change in global markets. Topics: (00:00:00) - Intro (00:01:28) - Introducing John Bowman and CAIA (00:02:59) - Early career and path to finance (00:07:58) - Transition from asset management to CFA Institute (00:11:49) - Journey through CFA Institute (00:17:00) - Leading CAIA and building community (00:29:11) - The World Rewired research report (00:34:25) - Product innovation and the retail push (00:44:06) - Geopolitics as portfolio framework (00:49:01) - Middle East sovereign wealth dynamics (00:52:19) - Talent and systems thinking (00:56:47) - Where to learn more Speaker Profiles:   Brandon Sedloff     LinkedIn — https://www.linkedin.com/in/bsedloff/     Website — https://brandonsedloff.substack.com/   John Bowman     LinkedIn — https://www.linkedin.com/in/johnlbowmancfa/ Organizations:   CAIA Association — https://caia.org/   Juniper Square - https://www.junipersquare.com/

Welcome back to the Alt Goes Mainstream podcast.We sat down with Mike Trihy, Head of Portfolio Management for the Venture Growth Evergreen strategy at Wellington Management.We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Wellington Management has a rich heritage as an independently owned asset manager. The firm, which has taken a research-driven approach and long-term thinking to active management in public markets and, increasingly, in private markets, is nearing its 100-year anniversary. Wellington has grown to over $1.3T in AUM and is the largest sub-advisor in the world.Mike joined from Bow River Capital to run Wellington's Venture Growth Evergreen strategy, which will focus on direct growth and venture investments, secondaries, and select fund investments. Mike brings deep expertise in the evergreen fund management space, co-founding and scaling Bow River's evergreen private markets platform and working as a portfolio manager at evergreen pioneer Partners Group.Mike and I had a fascinating discussion about the current state of evergreen funds and the venture and growth investing market. We covered:The evolution of evergreen private markets funds.The convergence of public and private investing.Lessons learned from building and managing evergreen funds at Partners Group and Bow River.The importance of portfolio construction, liquidity planning, and evergreen fund operations.Which firms are well-positioned to run and manage evergreen funds?Partnerships in asset management.How the market may shake out and why structure must match the asset, the client, and the liquidity terms. LP composition, evergreens vs. drawdowns across wealth and institutions, and the role of partnerships. What the potential wave of mega IPOs could mean for DPI, exits, and private market fundraising.BioAs lead portfolio manager for the Venture Growth Evergreen (“VGE”) strategy, Mike is responsible for overall portfolio construction and allocation of capital across direct growth and venture investments, secondaries, and select fund investments. He also oversees risk management, liquidity management, and cash flow forecasting for the evergreen fund.Prior to joining Wellington Management in 2025 Mike was a portfolio manager at Bow River Capital, where he co-founded and scaled their evergreen private markets platform while overseeing the fund's investment activity across multiple private markets asset classes. Prior to Bow River, he was a portfolio manager at Partners Group where he was responsible for portfolio construction and asset allocation for evergreen products and custom separate account mandates. He started his investment career at wealth-focused listed private equity firm Red Rocks Capital.Mike graduated from the University of Colorado with a degree in finance, and he is a CFA and CAIA charterholder.Thanks, Mike, for sharing your wisdom, expertise, and perspectives on private markets and evergreen funds.Show Notes00:00 Live from SuperReturn Berlin00:12 Meet Mike Trihy02:06 Defining the Perfect Evergreen02:27 Evergreen vs Drawdown DNA02:42 Deal Flow Isn't Everything03:01 Portfolio Construction Focus03:20 Cashflow Planning Mindset03:33 Operations and Valuations03:47 Sales and Flow Forecasting04:03 Regulation and Complexity04:11 Fiduciary Growth Discipline04:46 Do Firms Have the Toolkit05:20 Scale vs Boutique Nuances05:42 When Bottom Up Fails06:18 The Deal Flow Constraint06:44 Should There Be More07:00 Shakeout and Quality Wins08:07 No One Best Wrapper08:28 Matching Assets and Clients09:43 LP Mix and Herding Risk11:34 Evergreens Future in Wealth13:21 Public Markets DNA Advantage14:56 Partnerships and Mega IPOs17:07 Private Markets Stay Private18:52 DPI and Exit Wave Impact20:17 Public vs Private Valuations22:21 What Happens Faster Slower24:08 Closing

As the Department of Labor reshapes how fiduciaries evaluate 401(k) investments, committees and advisors can't afford to wing it. In this episode, Michael Welz breaks down the proposed DOL safe harbor, the six-factor framework, and what it really means to prudently add alternatives and private assets to defined contribution plans.In this episode, Eric and Michael Welz discuss:Background and intent of the proposed DOL guidanceSix-factor safe harbor framework for investment selectionApplying risk-adjusted returns and appropriate time framesIncorporating private assets into defined contribution plansInvestment policy statements, due diligence, and ERISA litigation riskKey Takeaways:The proposed DOL regulation focuses less on picking “perfect” investments and more on whether fiduciaries follow a prudent, well-documented process.Evaluating performance now explicitly addresses risk-adjusted returns over an appropriate time frame, rather than just raw performance versus benchmarks.The proposed DOL guidance can be considered “investment option neutral” for DC plans, provided liquidity, valuation, and complexity are properly understood and documented.Investment policy statements are the core roadmap for due diligence, and many committees need to revisit and realign them with the new six-factor framework.By aligning committee processes with the proposed safe harbor, fiduciaries can both expand investment menus and potentially reduce excessive ERISA litigation risk.“On presumption of prudence, the process is the important part, not a checklist.” - Michael WelzMichael Welz is President of USI Consulting Group and USI Advisors, Inc., leading the firm's overall direction, strategy, and institutional investment solutions. With over 25 years of investment management experience, he oversees portfolio strategies, market research, and asset allocation, notably incorporating behavioral finance into defined contribution plan consulting. He previously served as USI Advisors' Chief Investment Officer and National Practice Leader for USICG's defined contribution group following a decade with major financial firms. Michael holds a master's equivalent in economics from the University of Cologne, holds CFA, CAIA, and CIMA credentials, and maintains FINRA Series 7, 63, and 65 licenses.Connect with Michael Welz:Website: https://www.usicg.com/ LinkedIn: https://www.linkedin.com/in/michael-welz-cfa-12997821/ 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 are general in nature and are 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 change.It 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.The opinions expressed by guests on the Be More Than a Fiduciary podcast are not necessarily the same as the opinions held by 90 North Consulting, or of Executive Director Eric Dyson.

Join Hoda for amazing discussions that boost your career literacy. Lili Foggle highlighted, “just about anybody can learn to interview successfully”. How confident are you in your ability to successfully interview? Urmi Hussein shared, “Your personal brand is portable, no matter where you go, you always have your brand”. How intentional are you about developing your brand? Listen, comment and share your thoughts and experiences.   Guest 1 Bio TikTok @yourinterviewcoach Lili Foggle is the winner of the Momentum Awards 2025 Top Specialty Coach from The Modern Coach, and holds interview coaching certifications from Career Thought Leaders and the Professional Association of Resume Writers and Career Coaches.  She has taught hundreds of her one-on-one clients—as well as many of her over 70,000 TikTok followers—how to deliver effective and confident answers in job interviews. Her proven, data-driven communication techniques help candidates stand out in a competitive field and secure the offer.  Through the Professional Association of Resume Writers and Career Coaches, she provides interview skills training and mentoring to other career coaches. Lili is a passionate advocate for the power of interview skills to transform careers and lives. She believes that with training and practice, anyone can learn to give authentic interview answers that get the job.   Guest 2 Bio  Instagram @storiesbeyondborderspodcast Urmi Hossain is a self-published author, speaker, blogger, and podcast host based in Canada.  She works in financial services and holds both the CFA and CAIA designations. Through her work, she empowers women by championing mentorship, education, and public speaking.  She serves as the Co-Chair of the organization Women in Leadership, for the Montreal Chapter. She is the author of Discovering Your Identity: A Rebirth from Interracial Struggle and the host of Stories Beyond Borders, a podcast exploring identity, migration, and culture.  Outside of work, she enjoys reading thrillers, boxing, running, and HIIT workouts.   For career counselling for you or someone you care about, start with a free discovery call: careercycles.com For gamified, story-based professional development, learn about and schedule a demo of Who You Are Matters!  

Chris Tobe, CFA, CAIA of the Hackett Group breaks down a critical question for retirement plan sponsors and advisors: how should “performance” really be measured and compared—especially when investment options move beyond standard mutual funds? In this episode, Chris explains why the underlying standards, reporting conventions, and incentives can materially change what the numbers mean in practice.

Carneiro segura a mão de Montenegro enquanto espera que o fruto caia de podre. Pelo meio, o Ministro da Educação já dorme e Luís Neves quer dar um "estouro" na burocracia. See omnystudio.com/listener for privacy information.

Canada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and that may be starting to change. Canadian small cap equity analyst Dominic Drzazga examines the Build Canada theme: what it actually means beyond the headlines, and what has shifted since the federal election. He walks through the legislative groundwork, from the Building Canada Act to a fast-tracked pipeline of named projects, and explains why the clearest near-term opportunities potentially sit in the middle of the value chain rather than with the eventual asset owners. Above all, he frames Build Canada as a long-horizon shift, one where the discipline is separating the projects that break ground from those that stay on the press release. Key Takeaways What the Build Canada theme really means, beyond physical infrastructure to Canada's untapped resources and human capital. The legislative changes since the election: the Building Canada Act, faster approvals, and the new Major Projects Office. The project pipeline taking shape, from LNG Canada's Kitimat expansion to Ontario Power Generation's small modular reactors. Why the near-term beneficiaries are in the middle of the value chain, not the eventual asset owners. How the portfolio is positioned: Bird Construction, Dexterra Group, and Black Diamond. The key risks: projects that stall, and cost and schedule overruns, and how the team manages them. Companies Mentioned: Bird Construction, Dexterra Group, Black Diamond Group, Aecon, Dow Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Dominic Drzazga, CFA, Mawer Equity Analyst   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/  https://www.instagram.com/mawerinvestmentmanagement/

Send us Fan MailLEARN THE CAPITAL RAISING STRATEGIES AND FRAMEWORKS used by alternative asset professionals: https://go.fundraisecapital.co/applyThis episode is brought to you by Reef Pass | Serial Acquisition Investors: Reef Pass Investors has spent the last 10 years focused on partnering with founders to launch and build long-term holding companies, and has a proven track record doing exactly that.To reach out to Reef Pass Investors, email holdcofounders@reefpassinvestors.comHow do I build a data edge with no team or budget?Matt Ober's first move: go all in on Claude and ensure every tool has an MCP connection. Fund admin, LP communications, compliance, capital calls, unified through MCP. Operations automate and you return to what you are paid to do.In this episode of Making Billions, Ryan Miller sits down with Matt Ober, General Partner at Social Leverage. Their riveting conversation covers building fund data infrastructure from nothing using MCP-connected tools! Separating alpha data from beta data before spending a dollar & why most AI fundraising tools are gimmicks. They discuss how prediction markets are becoming the most important new institutional signal, and the single discipline separating managers who turn data into returns from those who burn through budgets with nothing to show.What is the difference between alpha data and beta data?Alpha is a fleeting trading advantage. Beta is sticky and pays the bills. The data that was once edge is now infrastructure. The new edge is using AI to synthesize more data faster.[THE HOST]: Ryan Miller is a fund manager, capital strategist, and former CFO turned angel investor in technology and energy. He is the founder of Fund Raise Capital and Aequor Capital Partners, and has mentored over 1,000 fund managers across private equity, private credit, venture capital, real estate, and alternative assets globally.[THE GUEST]: Matt Ober, General Partner at Social Leverage, the seed-stage firm with over 500 million dollars AUM and more than 150 portfolio companies. He holds the CAIA charter, one of the most rigorous credentials in alternative asset management.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/ryanmilleroffical/X: https://x.com/_MakingBillionsWebsite: https://making-billions.com/Support the showDISCLAIMER: This podcast is for entertainment and general informational purposes only — not legal, financial, tax, or investment advice. Nothing herein constitutes a solicitation or offer to buy or sell any security or investment product. Past performance does not indicate future results. Always consult qualified legal, financial, and tax professionals before making any investment decision. NAME NOTICE: "Making Billions with Ryan Miller" reflects the profile and aspirations of guests featured — it is not a promise, projection, guarantee, or representation of any financial result, income, or outcome for any listener, viewer, or reader. Most individuals who consume this content do not raise any particular amount of capital, and many achieve no financial result whatsoever. "Fund Raise Capital" is a brand identifier only — it is not a promise, guarantee, or representation that any member, subscriber, or listener will raise capital, attract investors, or achieve any financial or professional outcome. This show does not constitute a business opportunity, franchise, investment program, or offer of any product or service of any kind. No part of this show should be construed as a solicitation for investment in any way. Guest views are their own and do not necessarily reflect those of the show or host. Host and/or guests may hold positions in assets discussed. This episode may contain paid sponsorships, advertisements, or endorsements. Sponsored content is identified where...

Canadian equities gained in the second quarter of 2026 even as the economy tripped the technical definition of a recession and an oil shock sent crude toward $120 before it fell back. Institutional portfolio manager Kevin Minas and investment counsellor Stu Morrow review the quarter, from the gap between the Canadian market and the Canadian economy to the case for holding commodity exposure as geopolitical risk becomes a recurring feature rather than a one-off. They also discuss what a narrow, AI-led rally means for a diversified portfolio, record hyperscaler bond issuance in Canada, and how the Bank of Canada and the Fed held rates through a volatile stretch. The conversation closes on the quarter's asset allocation: trimming equities back toward a neutral mix. Key Takeaways Canada met the technical definition of a recession, but the picture underneath was nuanced. GDP rebounded about 0.5% in April with most industries expanding, and per-capita output grew, closer to a stall-speed economy than a true contraction. The market and the economy can tell different stories. Financials and energy dominate the TSX while real estate and healthcare drive more of the real economy, which helps explain a roughly 7% TSX return alongside soft growth. Geopolitical risk increasingly looks like a recurring condition rather than a rare tail event. With oil spiking near $120 before falling back toward $70, the episode makes the case that commodity exposure can play a portfolio-construction role, chosen selectively where valuation and business quality support it, rather than serving as a call on prices. The Fed stood pat under new chair Kevin Warsh, and the Bank of Canada held across its April and June meetings after cutting substantially. In Canadian bonds, the team added duration as yields rose on inflation fears and removed it as they fell. On AI, the aim is not to guess whether the buildout keeps running, but to choose which risk to live with: too much concentration in the theme on one side, or falling behind by stepping away from it on the other. The team keeps the portfolio from leaning too far in either direction by weighing the companies spending on the buildout against the hyperscalers earning from it, since one company's capital spending is another's revenue. With memory stocks, the risk lies less in the multiple paid than in the cyclicality of the earnings. Credit was constructive, with record hyperscaler issuance in Canada including a $14 billion Amazon deal that Mawer participated in. With spreads tight, positioning stayed higher-quality and shorter-dated, and the balanced strategy trimmed equities back toward a neutral asset mix. Companies Mentioned: Amazon, Alphabet (Google), Meta, Microsoft, Oracle Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Stu Morrow, CFA, Mawer Investment Counsellor   This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.    Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts

Most investors think real estate performance comes down to the asset. At the high-net-worth level, the more important conversation is often about control. Because a deal is not just a building, a market, or a projected return. It is an operating system. Who manages the property? Who controls leasing, maintenance, marketing, resident communication, and costs at the asset level? Who can make decisions quickly when the market tightens, and the assumptions in the original deck no longer hold? That is where real estate investing starts to look very different. A lot of investors were comfortable allocating capital during the easy-money years because deals looked strong, liquidity was flowing, and exits felt predictable. But in a tighter market, the difference between passive ownership and true operating control becomes much more obvious. In this episode of Money School Elite, I sit down with Michael Pouliot of Carbon Real Estate Investments to talk about workforce housing, vertical integration, AI, capital raising, and what real estate operators need to get right in the current cycle. Michael brings a rare combination of Wall Street training, real estate operating experience, and long-term ownership thinking. This is not a conversation about chasing yield or finding the next hot deal. It is about how serious investors should evaluate structure, execution, risk, and time horizon before they put capital to work.   About the Guest Michael Pouliot is the CIO of Carbon Real Estate Investments, where he helps acquire and operate workforce apartment communities across the Southeast, with a focus on 100–300 unit B/C-class properties in secondary markets where institutional capital rarely competes. Michael brings a rare combination of Wall Street training and hands-on real estate operating experience. As a CFA and CAIA charterholder, he spent his early career analyzing distressed assets for Blackstone, Merrill Lynch, and notable family offices, as well as allocating capital for J.P. Morgan's Private Bank. Over the past 15 years, he has built institutional-grade underwriting and operational systems for middle-market multifamily investments. That combination of analytical rigor and operating discipline has helped generate 20%+ IRRs across 15+ repositioned assets, more than 3,000 units, and over $75 million in equity successfully deployed and managed. At Carbon, Michael and his team focus on acquiring underperforming workforce apartment communities in Sunbelt secondary markets. They create value through vertical integration, professional management, capital-efficient renovations, and disciplined operations. Website: investwithcarbon.com Podcast: Deal Flow Connect with Michael on LinkedIn.   About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Resources Private Money Guide:  https://go.moneyschoolrei.com/book-podcast Wealth Wednesday Webinar: https://go.moneyschoolrei.com/wednesday-webinar-podcast Mapping out the Millionaire Mystery:  https://go.moneyschoolrei.com/newbook-podcast    

Shipping fascinates me. The industry usually quietly carries approximately 80% of all internationally traded good. Tankers reach 400m long and carry loads of $200m+ worth of oil. But the best part of it is the 4D multi-year chess game played across the globe, by an industry that can be as profitable as it is cyclical.Watch it on YouTube or listen on the Substack player or every podcast app.Key topics discussed* The math behind 30% returns on $140M assets.* Managing risk in a highly cyclical, capex-heavy industry.* Why Japan and China are rebuilding global oil storage.* The "one-stop shop" model for financial investors in shipping (the Uber of Shipping).SummaryPankaj Khanna, CEO of Nasdaq-listed Heidmar, discusses how shipping and freight underpin the global economy, focusing on oil tanker markets. He shares his path from an Indian merchant navy cadet to CEO and 45% owner, and explains Heidmar's growth since 2019 from six ships and six people to managing 65 vessels across six global offices with 65 staff. Heidmar is a non-asset-owning, debt-free, “one-stop shop” providing ship acquisition support, financing and corporate setup, technical management (crews, SMS), and commercial management (employment with oil majors and traders enabled by long-standing KYC approvals), earning daily fees and commissions on freight. The discussion covers spot freight economics, investor types, traders' roles, shipping cyclicality driven by geopolitics, distance and fleet supply, and Heidmar's long-term digital platform and AI initiatives to optimize operations, alongside the company's EBITDA-multiple valuation versus NAV.LinksHeidmarhttps://www.heidmar.com/Pankaj Khanna on Linkedin https://www.linkedin.com/in/pankaj-khanna-69746b1/About Investology:A podcast dedicated to investment management intelligence and uncovering new ways to deliver better outcomes for investors. Audio: https://pod.link/the-fintech-filesNewsletter: https://investorama.substack.com/About the Host:George Aliferis, CAIA is the founder of Orama, where he produces content for financial brands and tech companies. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.https://www.linkedin.com/in/george-aliferis/An episode produced by Orama: https://orama.tv/Sales-driven video strategies. Accelerate sales to the financial industry with content that builds trust and drives pipeline.TIMESTAMPS00:00 Pankaj's Journey to CEO01:20 Heidmar's Comeback Story04:11 Why Shipping Chose Him06:12 Inside Tanker Management11:06 Investor Returns and Fees17:34 Uber of Shipping Tech Stack22:33 Traders and Market Cycles34:46 Misconceptions about ShippingThanks for reading Investorama! Subscribe for free to receive new posts and support my work. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Listen in for a live recording of CAIA's Capital Decanted Podcast that was hosted in New York City—where the conversation goes beyond surface-level takes to explore the deeper forces shaping capital allocation. Hosted by CAIA's John Bowman and Aaron Filbeck, the podcast brings together leading voices in asset management to challenge perspectives and unpack today's most important industry shifts.Guests:Taylor Robinson, Partner, Lexington PartnersKim Lew, President and CEO, Columbia Investment Management CompanyElizabeth Burton, Chief Strategist, Fortress Investment GroupReed Rayman, Partner, Apollo Global Management

Abertura dos trabalhos na Amorosidade

Corn & soy complex U.S. corn crop looks great so far, much to be determined regarding global production for 2026/27 Bio-based diesel consumption of vegetable oil indicated as strong domestically and globally. Wheat Small crops get smaller…. Hard Red winter wheat lowered another 18 million bushels Stocks down 20% YOY at now 744 million bushels Spring wheat crop conditions are excellent: could help increase the all-wheat yield in the future Sugar US sugar production increase was the headline: up +253,000 short tons USDA decided to increase food demand by +126,000 tons; is it real demand? Stocks to use improved from 13.5 to 14.3 percent = adequately balanced Live Seasonal Market Outlook Webinar Wed., June 24, 2026 at 2pm ET / 11am PT Sign up now at mckeany-flavell.com Host: Shawn Bingham, CAIA, Director of Risk Management Expert: Nicole Thomas, Vice President – Information Services Expert: Eric Thornton, Vice President

#ThisMorning | Retirement #Risk Radar: Fresh #ERISA #Litigation Highlights | Chris Tobe, CFA, CAIA, The Hackett Group, LLC | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

As investors assess both the opportunities and challenges in private credit, host John Bryson is joined by David T. Vincent, CFA, CAIA, Co-Head, Alternatives Intermediary Distribution at Manulife Investment Management, to discuss how the market has evolved and what investors should consider as they look beyond traditional asset classes. David shares his perspective on the growth of private credit and investor concerns around liquidity and concentration. The conversation also explores asset based finance and hard asset strategies, highlighting the questions investors can ask to better understand risk, structure, and portfolio fit. 1 What's happening in private credit today? There's growing recognition that many alternative strategies are concentrated in floating rate loans to private companies. This creates exposure to corporate credit and interest rates. With rates declining and uncertainty around inflation, recession risk, and consumer spending, investors are reassessing that exposure. What we're seeing now is that advisors and investors are looking for additional strategies that complement private credit by offering similar return potential with different risk profiles. 2 How would you address concerns of a potential bubble in private credit? When people see the rapid growth in private credit assets, it raises the question of whether the space is in a bubble. What we're really seeing is a shift in lending from banks to alternative lenders. While it can feel like sudden growth, it's largely a shift in who provides capital. Private credit should grow alongside the economy, especially as more companies remain private longer. 3 What alternative strategies may investors be overlooking right now? The most interest right now is in hard asset strategies. These tend to benefit from inflation, supply chain disruptions, and tariffs. There is a concept often referred to as hard assets with low obsolescence, meaning long lived, tangible assets such as buildings or airplanes. These assets have intrinsic value. In a default, they can often be leased, sold, or repurposed.

AI is making its way into our emotional relationships. Writer and digital anthropologist Caia Hagel agreed to bond with an experimental AI companion designed to learn her, mirror her and respond to her emotions. What began as an experiment quickly became something more personal. We discuss why more people are turning to AI for connection and why everyone should get familiar with what these new technologies have to offer.

Me siga nas redes sociais: Facebook: Diego Menin Instagram: @diegonmenin Youtube: Diego Menin X: @diegonmenin Site: www.diegomenin.com

Ministério PermanecerInstituto Permanecer

Ett avsnitt om kärlek, driv och kommunikation och om hur man får relationen och lusten att fungera mitt i livets tempo.Veckans gäst är entreprenören, investeraren och CAIA-medgrundaren Vanessa Lindblad. Känd för sin skärpa i business men hur funkar det i kärleken? Förhandlar man även där, och hur pratar man om behov och lust när livet är fullt?

In this episode of Spotlight, Ron DeLegge ‪@etfguide‬ interviews Shana Sissel, CAIA & Founder of Banríon Capital Management. Some of the world's biggest and best investors have a secret. Alternatives. Also known as alts. This includes real assets, private equity, hedge style. Strategies and the stuff that never makes the headlines but quietly drives returns. Today we're pulling back the curtain on alts and how they may fit into a smarter, more resilient portfolio. *********To learn more about Banríon Capital Management visithttps://www.banrioncapital.com

Long-term investing can feel more difficult when headlines are loud and markets seem unpredictable.  What happens when investors stop reacting to daily noise and start thinking like institutions that plan decades ahead? In this episode, Robert Curtiss welcomes Chris Schelling, CAIA, Managing Director at Aksia, to explore how private markets have shaped institutional portfolios and why some individual investors may now gain access to approaches like those used by institutions, depending on account type, regulatory eligibility, and minimum investment requirements. They break down private equity, private credit, liquidity planning, diversification across vintages, and the importance of manager selection.  The conversation also touches on volatility, long-term return expectations, and what advisors and investors should look for when evaluating alternative investments. Key takeaways: How institutional investors approach private markets — and what does that mean for access and implementation for individual investors with long-term horizons and diversified portfolios Why private equity and private credit returns differ from public markets over multi-year periods The role of liquidity planning and why private investments are not truly locked up for a decade Why manager selection matters more in private markets than in public equities How simplified structures have made private investments easier for individual investors to access And more! Resources: Educational videos (bottom of the page) Connect with Chris Schelling: LinkedIn: Christopher Schelling Website: Aksia Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: Chris Schelling is an investor, advisor, and published author. With degrees in psychology, business, and finance, Chris is an expert at incorporating insights from behavioral finance into investment decision-making. During his 20+ year tenure in the investment industry, building portfolios, mostly focused on alternatives, Chris has met with over 4,000 managers and allocated roughly $7 billion, generating top quartile to top decile returns across hedge funds, real assets, private credit, and private equity.

What happens when governments can't fund infrastructure anymore? A $1.6 trillion private asset class that doesn't recognize itself in the mirror. In the 2020s, infrastructure has entered a battlefield where geopolitics, government agendas, and investor returns collide. We trace infrastructure's evolution from nation-building mechanism to one of the most integrated asset classes in modern investing. In this episode, we explore a central tension: is infrastructure still a stable, boring, income-generating asset, or has it become a bigger bet on which governments can actually execute their vision? Joined by Peter Blue of Franklin Templeton and Gautam Bhandari of I Squared, we dive into one of the oldest asset classes in human history.Guests:Peter Blue, CFA, CAIA, FRM, Head of Private Market Solutions, Franklin TempletonGautam Bhandari, Co-Founder & Managing Partner, I Squared CapitalEpisode Sources(00:00) Infrastructure as an invisible but essential backbone of daily life and economic activity.(01:24)Introduction to infrastructure as a paradox: ancient in practice, modern as an institutional asset class.(03:43) The projected $100 trillion global infrastructure investment need through 2040 and the funding gap.(06:06) Infrastructure allocations remain modest despite structural tailwinds and capital demand.(10:32) Infrastructure as both inanimate and “alive” through its system-wide economic impact.(12:04) Roman publicani as early private infrastructure investors and the blending of public and private capital.(16:24) Infrastructure historically used as a tool of statecraft, control, and regime stability.(20:35) The Gilded Age, robber barons, and the rise of private capital in U.S. infrastructure development.(24:50) Australia's superannuation system and privatization wave as the birthplace of institutional infrastructure investing.(27:52) Macquarie's listed infrastructure vehicles and the financialization of the asset class.(29:43) The contrast between Australia's GP-led model and Canada's direct “Canadian model.”(35:49) Post-GFC surge in infrastructure AUM and its appeal as a stable, inflation-linked asset class.(41:59) “Suffering from success”: record fundraising, rising valuations, and expanding risk profiles in the 2020s.(42:20) Redefining infrastructure through resiliency rather than rigid asset definitions.(46:17) Expansion into digital infrastructure, renewables, and social infrastructure beyond traditional core assets.(50:52) Data centers as the new “highways” of productivity and the complexities of underwriting digital infrastructure.(55:32) Energy transition investing and the scale of renewable and grid infrastructure needs.(57:43) Talent evolution and systems thinking as infrastructure becomes increasingly cross-disciplinary.(01:01:18) The re-politicization of infrastructure and its return as a strategic instrument of global power.(01:05:58) China's Belt and Road Initiative and infrastructure as influence diplomacy.(01:10:46) Local alignment, commercial contracts, and operating “below the radar” in politically sensitive environments 

Have you ever felt like you were constantly trying to define yourself while moving between cultures, expectations, and identities?This episode explores what it means to reclaim your voice and sense of self when you've spent years navigating spaces that were not built with you in mind. It's a powerful conversation about identity, belonging, resilience, and the courage it takes to show up fully as yourself.Urmi Hossain is a self-published author, speaker, blogger, and podcast host working in the financial services industry in Canada. She holds both the CFA and CAIA designations and is deeply passionate about empowering women through mentorship, education, and public speaking. Her book, Discovering Your Identity: A Rebirth from Inter-Racial Struggle, reflects her journey as a third culture kid and her path toward self-acceptance and authenticity.Tune in to Episode 269 of Amiga, Handle Your Shit, as Jackie sits down with Urmi Hossain for an honest and deeply reflective conversation about growing up as a third culture kid, navigating inter-racial identity, and building confidence in spaces where representation is limited. Together, they unpack the emotional weight of identity struggles, the importance of mentorship, and how self-awareness can become a catalyst for empowerment and purpose.Key Takeaways: ✨ Identity is shaped, not fixed ✨ Representation deeply impacts self-worth ✨ Mentorship creates pathways to belonging ✨ Confidence is built through self-awareness ✨ Cultural duality can become a strength ✨ Owning your story is empoweringConnect with Urmi Hossain:InstagramYouTubeLinkedInLet's Connect!WebsiteFacebookInstagramLinkedInJackie Tapia Arbonne websiteBuy The Amiga Way's Book Hosted on Acast. See acast.com/privacy for more information.

Café com Paciente _16 - Paciente particular dá essas desculpas_ não caia _ QUEBRA de objeções

The asset management industry is knocking on the door of the 401(k) system in the U.S.. While it has been the driving argument for inclusion, access alone doesn't answer the harder questions. We step back from product hype to examine whether defined contribution plans are structurally equipped to handle illiquidity, complexity, and risk at scale. Joined by Dan Cahill of Partners Group and Drew Carrington of iCapital, we explore how global pension models, governance trade-offs, and participant behavior complicate the debate.  Guests:Drew Carrington, CFA, CAIA, Managing Director, Alternatives in Retirement Portfolios, iCapital Dan Cahill, Head of US Defined Contribution, Partners GroupEpisode Sources

Born out of the 2020 lockdowns, Alts.co has grown into a unique platform offering access to unconventional asset classes, including tequila barrels, sports ventures, and K-pop music rights. But how do you promote alternative investments like these without getting lost in the hype?A conversation with Stefan von Imhof, CEO of Alts.co.We covered:* How to deal with the fact that you can't be an expert in everything* The power of community and decentralized due diligence* The right risk-return profile for Alts offeringWatch it on YouTube or listen on all podcast apps.A few quotes from our conversationTrust vs Fun Trust is earned slowly but surely, and you can lose it like that if you're not careful. But that's why we're careful. And so, it feels good. It feels really good to bring great deals to the community. And yeah, if we have stories to tell on top of it, fantastic.I've asked Stefan a few questions about what I call “investing beyond returns”, because investing is not multi-dimensional; topics for dinner conversation, status, learning, etc., all matter. But it turns out that the answer is more boring than I was hoping. Returns matter more than anything else, and trust is built on returns.That Tequila TripWe've been to Mexico twice now. We've been working with our tequila dealer, and yes, he's as cool as he sounds, but we've been working with Miguel for about a year before this. And then as we matured as a company and realized tequila really is a great investment. It has all the same appreciation as wine and whiskey, without the wait. Tequila goes from Blanco to Reposado, to Anejo, to extra Anejo in three and a half years, and you're out. I was a bit obsessed about something that sounded too much fun to be a sound investment: a tequila tasting and investing trip to Mexico. It turns out that meeting people, visiting locations, are just a normal part of a thorough due diligence, a topic that kept coming back in the conversation.The Right Risk-Profile It's tough to get our community excited for anything under like 12%, roughly. I would say the sweet spot is like 13 to 18%. The area above 20%, people just start   getting skeptical.  It sounds like b******t.And then it's got to have downside protection.Stefan also added that they don't offer startup investments and avoid Equity risk for the same reason. This brought me back to the issue I expressed with YieldStreet Willow Wealth: the most toxic offering for retail investors is a high headline yield, combined with a high level of risk (such as equity tranches) hidden in the footnotes. More information about Stefan & Alts.co:Alts.co https://alts.co/Stefan on LinkedIn: https://www.linkedin.com/in/stefanvonimhof/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.George LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/Related episodesYieldstreet (now Willow Wealth): Leyla Kunimoto: This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

#ThisMorning | #401k #Litigation Continues to #Evolve | Chris Tobe, CFA, CAIA, The Hackett Group, LLC | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #wellness

Stijn Schmitz welcomes Brett Rentmeester to the show. Brett is the Founder of WindRock Wealth Management. Their conversation centers on the current economic landscape, highlighting critical challenges facing the global financial system, particularly the United States. Rentmeester argues that the economy has fundamentally changed since the mid-1970s, when the dollar decoupled from gold. Since then, the economic system has relied increasingly on debt and money printing, creating an unsustainable financial structure. He points to several systemic issues, including declining real wages, skyrocketing costs in healthcare and education, and massive government debt that is increasingly difficult to service. Stijn explores potential scenarios for economic transformation, presenting two primary paths: proactive systemic change or a potential catastrophic reset. Brett suggests we are in a “fourth turning” moment—a generational shift where existing institutions are losing public trust and facing potential fundamental restructuring. A key theme is the potential return to “sound money,” potentially through tokenized gold, cryptocurrency, or a new monetary system backed by hard assets. Brett believes there’s a significant likelihood of monetary reimagination within the next five to ten years, driven by increasing public dissatisfaction with current economic structures. For individual investors, he recommends a diversified approach: maintaining investments in traditional assets while also acquiring hard assets like gold, silver, and real estate. The strategy involves having “one foot in the existing system and one foot out,” preparing for potential significant economic disruption. Regarding potential global conflict, Rentmeester hopes for a collaborative reset rather than a destructive war cycle, emphasizing the importance of proactive monetary reform. His overall message is one of cautious preparation, understanding that while the current system faces significant challenges, there are potential pathways to a more stable economic future. Timestamps: 00:00:00 – Introduction 00:01:03 – Times of Great Change 00:02:33 – Debt Saturation Discussion 00:04:33 – Cracks in Society 00:08:11 – Demographic Challenges 00:11:16 – Fiat Money Creation 00:12:31 – Gold Standard History 00:14:00 – Central Banks Gold Buying 00:15:38 – Crony Capitalism Critique 00:16:44 – US Debt Mathematics 00:20:50 – Why Now Inflection 00:24:56 – Future Paths Outlined 00:28:42 – Global Power Shifts 00:42:03 – Portfolio Construction Strategies Guest Links: Website: https://windrockwealth.com/ LinkedIn: https://www.linkedin.com/in/brettrentmeester/ Brett Rentmeester founded WindRock Wealth Management to bring tailored investment solutions to investors seeking an edge in an increasingly uncertain world. Mr. Rentmeester is a veteran and entrepreneur in the investment business. Through his career, including as a co-founder of Altair Advisers and manager at Arthur Andersen, he was a trusted confidant for business owners, entrepreneurs and family offices. His entrepreneurial spirit led him to create and build a number of successful companies in the financial services industry through partnership with the Jaggi Family Office, where he serves as the Chief Investment Officer. Throughout his career, he has focused on the importance of strong relationships, strategic thinking, and an expertise in alternative investments. Mr. Rentmeester's media appearances include appearances on the PBS Nightly Business Report program, the Chicago Tribune, and the World Presidents' Organization. He graduated magna cum laude from the University of Arizona with a degree in Finance and earned his MBA from Northwestern's Kellogg Graduate School of Management. He has been a multiple-year recipient of the Chicago Magazine Five Star Wealth Award, is a Chartered Financial Analyst charterholder (CFA®) and has the Chartered Alternative Investment Analyst designation (CAIA®).

For decades, wealth management was defined by proximity.Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn't lend itself easily to industrial logic.That assumption is now breaking.Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.In the latest Investology episode, we're discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.Enjoy the episode on every podcast platform or YouTube.About Andrew At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That's why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

As banks retreated from 2008, Private Credit filled in the gap. What started as a niche within private equity now operates like a global lending system. And it extends beyond corporate balance sheets, asset-based finance, the ability to lend against real, cash-generating assets is growing fast and offers countless opportunities. The real unlock isn't just capital — it's the data and technology allowing to manage these assets at scale.Granular, asset-level data enables better underwriting, continuous monitoring, and access to previously illiquid markets. In my conversation with Cesar Estrada, we explored:* How private credit replaced traditional bank lending* Why asset-backed finance is now being unleashed* How to understand the fall of Tricolor and First Brands* And how data and technology could be defining the winners in this marketA few highlights from our conversationAsset-based finance - an ever-expanding universe Asset-based finance means that instead of lending against the future cash flows of a company, you're lending against an asset and the contractual cash flows associated with that asset. That's a very broad definition, and it can include anything within, the consumer, finance world, buy now, pay later, credit cards, auto loans, student loans, any personal term loans, residential mortgages, home, equity lines of credit, the list, keeps on going on as you move outside of a consumer world into, other types of things.Any type of account receivable, supply chain financing, litigation finance, and then more esoteric stuff like, synthetic risk transfers and other things. And it's becoming very specialized by verticals: aviation finance, medical equipment finance…It has possibly a larger addressable market than direct lending. It offers a lot of runway for growth for private equity, private credit firms, hedge funds, and insurance companies participating directly in this space.The need for data feeds From a risk management perspective, given the rate of change of a consumer world, loans are being paid, new loans are being issued, loans are being not paid. You want to be monitoring this much much more real time than you do in a corporate book, where you're getting monthly reporting from the borrower and you are comparing their latest actual financials against the original underwriting thesis against prior periods. And you do that activity once a month.This is not a once-a-month thing. This is a daily thing. You want to see how it's changing because it's changing very dynamically.I was surprised that this frequency of data was even a possibility, and Cesar also added that it goes beyond risk management; it also feeds into the creation of funds for private investors with daily NAV and daily liquidity. The frequency of reporting increases, the liquidity choices increase, and the volumes and rate of change in the investment strategies increase. That all compounds to necessitate a very robust, modern technology to process all of that data.The First Brands & Tricolor questionCesar mentioned he didn't have any specifics on the situation, and when I asked about the data issue, his response from a data management provider was to be expected.It is certainly possible that better data with more accuracy and more frequency could have helped offer a view that those assets were being used as collateral with multiple lenders. […]But I wanted to dig a bit further, and at first, the response confirmed that when a crisis happens, all assets that are linked to it fall at the same time, even if in the long term, there's dispersion (like banks during the Global Financial crisis)In terms of how it happened so quickly, so abruptly. Again, pure speculation, I think that those things might have been bubbling without the public knowing for a while. But as soon as a big source of financing decides that you're no longer creditworthy, all of the other sources of financing follow suit, and it's very abrupt. You can face a liquidity challenge and go bankrupt.It reminded me that Apollo Global Management shorted First Brands' credit risk before the company's fall, showing the information asymmetry that still exists in private credit. This requires a few caveats: First Brands was more direct lending; Tricolor was more linked to asset-based finance; nothing says that Apollo had better data. Yet, until the data-based approach that Cesar described becomes table stakes, it could be an important differentiator.Related episode:About Cesar Estrada:Cesar oversees Arcesium's investment operations, accounting, and data management solutions for private markets fund managers and institutional investors. Previously, he served as Senior Managing Director and Alternatives Segment Head for North America at State Street – a role in which he drove the growth agenda for a business with approximately $1 trillion in Assets Under Administration (AUA) by leading new product launches, expansion into new client segments, strategic partnerships, and acquisitions. Prior to that, as a Managing Director at J.P. Morgan, Cesar led the Private Equity & Real Estate Funds Services business from launch to $350Bn AUA. While at J.P. Morgan, he also held investment banking roles in New York, London, and Hong Kong.Link: https://www.arcesium.com/authors/cesar-estradaAbout the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on every podcast platform, or watch on YouTube.An episode produced by Orama:Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA is the founder of Orama, where he has produced content for financial brands and multinationals including Amazon, Expedia, Louis Vuitton, and Unilever. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/My Investing & Investment Management YouTube Channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

I've been hoping to discuss special situations and distressed debt, one of the least hyped but most interesting areas of finance and credit for a while.Distressed debt investing requires a triple threat skillset: understanding legal frameworks, financial health, and industry landscapes.It offers unique diversification benefits, standing apart from traditional equity and bond markets, and offers relatively defined investment horizons.For all these reasons, the potential for alpha generation is significant, but it demands patience and precision.So when I got the chance to interview Dan Bird's team who's been holding senior roles in that space for over two decades, I jumped on this rare opportunity. We explore the complexity of these markets and the skillsets needed to navigate them.HIGHLIGHTSVersatility You have to look at the company, and what it's doing and determine a value. And sometimes that's specific assets and sometimes that's a stream of cash flows. Sometimes that's intellectual property.And then you need to be a management consultant. Is this business capable of turning itself around? Are industry forces too far against this company that it'll never recover? So you need a, you need a lot of different skill sets in order to be successful in this type of industry.Patience and Timing in InvestmentsWhen something in the industry changes. People are reluctant to acknowledge it. People don't like change. Everyone thinks things revert to the mean. A lot of people involved in the situation tend to have bias just because they've been involved in the situation. They tend to overvalue the ability of companies to recover.At this stage, I was thinking: “yeah, that's when you, distressed investor, must intervene.” But then Dan added:That's the most dangerous time to invest when we don't really know.Part of doing this job the right way is finding the right entry point, the right timing. It's very infrequently early.Patience does matter in terms of getting into these things. A lot of time,s that doesn't happen until very long after things start to change.On Private CreditWe also discussed the rapid rise of private credit:There's worry about some of the assets that were originated in that period. We'll have a little bit more stress. It's possible. It'll take a little while to figure that out. From my perspective, that just creates different opportunities.And I always find it insightful, or surprising, when I hear an insider's perspective on private markets:Look, some investors like private assets because they don't have to mark them to market.To a public market mindset, this is counterintuitive. It goes against the “illiquidity premium”. One famous critic, Cliff Assness, calls it “volatility laundering”. And I used to agree wholeheartedly, but my perspective has evolved. Of course, marking your own NAV creates Fundzi (fund + ponzi) opportunities. But on the other hand, I can see how you may not want to be subject to the erratic behaviour of Mr Market.About Dan Bird: As the founder of Thornwood Hill LLP, I specialize in credit and alternatives asset management. With over 25 years of experience in the financial industry, I have a proven track record of managing diverse portfolios across the credit spectrum, from direct lending, to special opportunities and distressed debt to liquid credit. My expertise lies in identifying and executing strategic investment opportunities, ensuring optimal risk management, and delivering strong returns for clients. I am passionate about creating value through innovative and tailored solutions that meet the unique needs of each investor.* LinkedIn: https://uk.linkedin.com/in/daniel-bird-18456a42About the Show: Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors. Listen on every podcast platform, or on YouTube.An episode produced by Orama:Accelerate sales to the financial industry with content that builds trust and drives pipeline, with sales-driven video strategiesAbout the Host:George Aliferis, CAIA is the founder of Orama, where he has produced content for many financial brands and multinationals like Amazon, Expedia, Louis Vuitton, and Unilever. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.Related episodes:Episode with Aarron Filbeck from the CAIA Association on Private DebtMy Investing & Investment Management YouTube Channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube) This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

How do you scale from flipping houses to managing over $1B in workforce housing? Today, Michael Pouliot, CFA, CAIAs, shares his journey from digging trenches to leading a vertically integrated private equity firm. He breaks down the shift from BRRRR to large-scale multifamily, the power of operational efficiency, and why workforce housing in the Southeast offers lasting opportunity, all while revealing how the right team fuels sustainable investor growth.   Key Takeaways To Listen For Why the BRRRR strategy still works and how it scales assets Lessons from buying a 36-unit property on Chicago's South Side The power of broker relationships and how 20% of brokers control 80% of multifamily deal flow How Carbon's approach adapts to shifting market cycles and distressed opportunities Survive till 2025: why now is one of the best times in a decade to buy workforce housing   Resources/Links Mentioned In This Episode Think and Grow Rich by Napoleon Hill | Audiobook and Paperback The Magic of Thinking Big by David J. Schwartz | Paperback, Hardcover, and Kindle Traction by Gino Wickman | Kindle, Audiobook and Paperback   About Michael Pouliot, CFA, CAIAMichael Pouliot, CFA, CAIA, is the Chief Investment Officer at Carbon Real Estate Investments, where he oversees investment strategy, capital deployment, and portfolio performance across the firm's vertically integrated real estate platform. With deep experience in institutional acquisitions, asset management, and private equity, Michael has led transactions across multifamily, workforce housing, and value-add real estate throughout the Southeast and Sunbelt regions. Prior to joining Carbon, he held senior roles at real estate investment firms and advisory groups, specializing in underwriting, capital markets, and large-scale portfolio operations. Known for his data-driven approach and expertise in market-cycle strategy, Michael is a frequent speaker on real estate economics, financing structures, and operational efficiency. He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.   Connect with Michael Website: Carbon® Real Estate Investments Podcast: Deal Flow Podcast | YouTube and Audacy LinkedIn: Michael Pouliot, CFA, CAIA   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

P. Federico (Guatemala)Matrimonio o virginidad, dos caminos al Cuelo. Santa Cecilia recorrió ambos.[Ver Meditación Escrita] https://www.hablarconjesus.com/meditaciones-escritas/  

This episode of Fill the Gap features Robert "Bob" Minter, CMT, CFA, CAIA, Director of Investment Strategy at Aberdeen Investments. Bob discusses his career path, the importance of combining technical and fundamental analysis in commodities investing, and his practical approach to market signals and risk management. Bob talks about how shifting global supply chains, central bank gold buying, and technical indicators like moving averages and sentiment data shape his outlook on commodities such as oil, gold, silver, and agricultural products. He also highlights the value of community and continuous learning within the CMT Association, emphasizing the importance of sharing ideas and improving investment processes.Recorded October 17, 2025Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

We discuss the transformative developments in the fixed income market with Blake Lynch from IMTC. Advancements in cloud computing and automation are streamlining the traditionally manual processes associated with fixed income investments, allowing for customized portfolios at scale. This has made SMA wrappers (Separately Managed Accounts) a lot more accessible, enabling greater transparency, direct ownership, and potential tax efficiency for the bond portfolios of an increasingly large number of investors.An “Aha moment” for George Aliferis (host):I've been involved in ETFs since the launch of Deutsche Bank's X-Trackers in 2007, and I've always believed they were an ideal wrapper for equity markets. Today they dominate. While the earlier ETFs were equity, there have been considerable developments in fixed income ETFs as well (now totalling $2 trillion in assets), but it's not straightforward. Indexing fixed income is problematic. And there's the fact that you can own a fund of AAA bonds, but still lose your capital due to the mark-to-market. This conversation has made me realize the adequacy of the SMA wrapper for bonds and its huge potential.About Blake Lynch, CETF®:Head Of Sales at IMTCMy mission is to address the industry's failure to innovate and enhance technology in the fixed income space, which has resulted in fixed income professionals being neglected and subjected to inadequate and inefficient tools. I am passionate about simplifying and optimizing bond portfolio management with innovative and user-friendly software that enables meaningful automation and optimization, or as we like to call it, decision support. This allows fixed income professionals to focus on key business activities and client goals, rather than wasting time on manual and error-prone tasks. I have a proven track record of expanding the market share and reach of IMTC's SaaS technology, leveraging my skills in new business development, sales enablement, strategic beta, and over 10 years of experience in the financial services space.Connect with Blake Lynch, CETF®:* LinkedIn: https://www.linkedin.com/in/blakejlynch/* Website: https://imtc.com/About the Show:Investology is a podcast hosted by George Aliferis, CAIA, dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on every podcast platform, or on YouTube.Resources Mentioned:Episode with Russell Feldman (CEO of IMTC)Episode with MJ Lytle (then-CEO of Tabula)Timestamps & Topics:00:00 Introducing a pivotal moment in fixed income02:27 Understanding Separately Managed Accounts (SMAs)04:48 The technological revolution in bond portfolio management07:56 Benefits of SMAs10:07 How IMTC works28:33 The outlook for fixed income technologyMy Investing & Investment Management channels* Investorama - Separating Investment Facts from Financial Fiction (YouTube)* Investology - Re-Think Investment Management (YouTube)* Investology in Audio versionFor B2B Brands, Marketers & PodcastersOrama (my business): helps brands grow with podcasts & videos - DM if you need help with a brand podcast or videosNewsletter about B2B marketing and podcasting: on Substack This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

#650: Sarah Williamson is the kind of person who shapes the decisions that move trillions of dollars. She earned her MBA with distinction from Harvard Business School and holds both the CFA and CAIA designations, two of the most demanding credentials in finance. In this episode, she helps us understand how investing really works, who the major players are, how capital flows through the system, and why the incentives driving investors, activists, and asset managers often collide. Sarah spent more than twenty years at Wellington Management, where she rose to Partner and Director of Alternative Investments, after working at Goldman Sachs, McKinsey & Company, and the U.S. Department of State. Today she leads FCLTGlobal, an organization dedicated to helping companies and investors focus on long-term value creation. She is also the author of The CEO's Guide to the Investment Galaxy. She explains why index funds now dominate corporate ownership, how Reddit and retail traders changed the market's dynamics, and what it means when activists push companies to “bring earnings forward.” She also introduces a framework for understanding the “five solar systems” of investing, a map that connects everyone from day traders to trillion-dollar sovereign wealth funds. Whether you are a passive investor or simply curious about what drives the market, this episode gives you the clarity to see how capital really moves and why it matters. Key Takeaways Reddit and the meme-stock movement permanently changed how individual investors move markets Index funds now dominate ownership, creating both stability and new corporate challenges Activists often prioritize short-term profit over long-term innovation Sovereign wealth funds act like national endowments, investing with century-long horizons Understanding who owns what (and why) makes you a more informed, confident investor Resources and Links The CEO's Guide to the Investment Galaxy by Sarah Williamson FCLTGlobal, a nonprofit that helps companies and investors focus on long-term value creation Chapters Note: Timestamps will vary on individual listening devices based on dynamic advertising segments. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Meet Sarah Williamson: CEO, CFA, Harvard MBA, global finance leader (5:41) The five “solar systems” that organize the investing world (7:55) Reddit and the rise of the retail investor (16:25) Tesla, brand loyalty, and shareholder activism (22:57) How sovereign wealth funds invest for generations (28:57) Inside asset managers and their incentives (41:56) Activist investors and the tension between short and long term If you want to understand the real power dynamics behind modern investing, from Reddit traders to trillion-dollar endowments, don't miss this episode. Share this episode with a friend, colleagues, and your cousin who is obsessed with latest meme stocks: https://affordanything.com/episode650 Learn more about your ad choices. Visit podcastchoices.com/adchoices

We talk to Caia, who hasn't heard from her date in awhile, a brand new War of the Roses, and more!

We talk to Caia, who hasn't heard from her date in awhile, a brand new War of the Roses, and more!

We talk to Caia, who hasn't heard from her date in awhile, a brand new War of the Roses, and more!

In this episode, host Bill Kelly welcomes Aaron Filbeck of the CAIA Association for a wide-ranging discussion on the growing momentum behind expanding access to private market investments within retirement plans. They explore the implications of a recent executive order focused on 401(k) access, the structural differences between DB and DC plans, and the potential benefits and risks of democratizing private market exposure. The conversation probes the importance of fiduciary responsibility, the role of innovation in target date funds, and the evolving narrative around long-term investing and investor protection.

What if the most powerful thing a CEO can do… is show up?That's exactly what John Bowman is doing. As the new CEO of CAIA, he's not sitting behind a desk or delegating from an ivory tower. He's on a plane, in person, listening to the very people his organization serves.In this episode, Stacy sits down with John to talk about the underrated power of founder-led sales (even when you're leading a global organization), the ROI of empathy, and why success in finance is less about numbers and more about people than you think. They dig into:John's backstory: The leadership lesson he learned after getting laid off at 29 with three kidsWhy walking the “listening tour” isn't just smart, it's essentialHow storytelling shaped his career in this number-obsessed industry What CAIA's member-first strategy can teach every founder and fund managerWhy he believes rejection is almost always redirection that's either protecting you or leading you to where you're meant to be More About John:John was appointed CEO for the CAIA Association in January 2025. He has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Before that, John was a portfolio manager for non-US equity strategies at both Boston Company and SSgA for several years. John is a prolific, speaker,writer and commentator, frequently keynoting industry conferences and appearing in investment and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder. Books Mentioned in This Episode:The Advantage – Patrick Lencioni | https://a.co/d/2msVUSwThe 6 Types of Working Genius — Patrick M. Lencioni | https://a.co/d/15S3sKWTribes: We Need You to Lead Us — Seth Godin | https://a.co/d/ajf88KPWant More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

The U.S. stock market is priced for perfection. Gold and the S&P 500 have reached all-time highs. Interest rates are likely to be cut this month, the employment picture looks to be weakening and tariff policy remains in flux.In this episode of The Native Angelino Podcast, I am joined by Adam Phillips, CFA of EP Wealth Advisors. We discuss equities, interest rates, gold, bitcoin, alternative investments and the current political climates impact on the Federal Reserve.Will an interest rate cut stimulate the housing market? What about in cities like Los Angeles where residential real estate prices far exceed national averages?Adam oversees portfolio strategy for his firm and provides insights on the current economic climate and outlook for the coming quarters.Chapters 00:00 Intro - Market Volatility and Economic Uncertainty 00:20 The Taco Trade 01:30 Tariffs and Their Economic Impact 04:30 Interest Rates and Federal Reserve Dynamics 07:09 Gold's Rise and Market Sentiment 09:45 EP Wealth Advisors 12:00 Real Estate and Client Portfolios 14:10 Interest Rates and Consumer Behavior 16:13 Market Valuations and Economic Disparities 17:36 Government Intervention and Market Dynamics 21:32 Digital Assets and Bitcoin's Role 27:00 Alternative Investments and Market Trends 33:05 Current Economic Focus and Fed Independence Summary - Priced For PerfectionIn this conversation, Adam Phillips and Tom Levine discuss various economic factors affecting the market, including interest rates, Federal Reserve policies, tariff policy, gold as a safe haven, real estate investment strategies, and the impact of digital assets. They explore the current state of the economy, the challenges posed by inflation, and the implications of government intervention in the market. The discussion also highlights the differences in investment perspectives between older and younger generations, as well as the importance of financial planning in navigating these uncertain times. Takeaways Market volatility is influenced by economic uncertainty and government policies. Interest rates are a critical factor in shaping market dynamics and investor behavior. Gold is viewed as a safe haven amidst geopolitical risks and inflation concerns. Real estate remains a significant asset for many clients, especially in high-value areas. Alternative investments are gaining traction as a means to diversify portfolios. Lower interest rates could stimulate housing demand but may not significantly impact high-net-worth clients. Market valuations are currently high, raising concerns about potential downside risks. Government intervention in markets raises questions about the future of economic stability. Digital assets like Bitcoin are becoming more mainstream but remain highly speculative. Younger investors are more open to alternative investments compared to older generations.

In this episode, Bill Kelly is joined by Kane Brenan, CEO of TIFF, and Anne Duggan, Managing Director at TIFF, to explore the firm's origins, investment philosophy, and the evolving landscape of institutional investing. Kane and Anne share how TIFF was founded to deliver institutional-quality returns to endowments and foundations, the structural advantages that drive their manager access, and the firm's strategic approach to asset allocation. The conversation covers macroeconomic influences, the impact of new endowment taxes, liquidity considerations, and why private equity and hedge funds remain critical to long-term portfolio performance. They also examine the nuances of manager selection, structural premiums in private markets, and the challenges of adapting sophisticated institutional strategies for retail investors.Disclaimer: Kane Brenan is the CEO at TIFF Investment Management, and Anne Duggan, CAIA, is the Managing Director, Client CIO Group at TIFF Investment Management. All views expressed by them on this podcast are solely their opinions and do not reflect the opinions of TIFF. You should not treat any opinions expressed by Kane or Anne as a specific endorsement to make a particular investment. References to any securities are for informational purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any past performance discussed is not indicative of future results. Please keep in mind that investment in a fund entails a high degree of risk, including the risk of loss. Please note that the ads featured in this podcast are not endorsed by TIFF, and TIFF is not a sponsor of these ads.

Can Harvard use its huge endowment to make up for the federal funds frozen by Pres. Trump?

Canada has reelected the same Liberal Party that ran the economy into the ground, leading many Albertans to consider separation more seriously. Is Wexit a viable next step?In this episode, Meghan Murphy speaks with Fergus Hodgson, CAIA, director of Econ Americas, publisher of the Impunity Observer,and author of Financial Sovereignty for Canadians: Untether Yourself from the Ottawa Leviathan about how separation could play out for the Western provinces in Canada.The Same Drugs is on X⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @thesamedrugs_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Meghan Murphy is on X ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@meghanemurphy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and on Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ @meghanemilymurphy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Find The Same Drugs merch at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fourthwall⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

NOTE: For Ad-Free Episodes, 100+hrs of Bonus Content and More - Visit our Patreon at https://www.patreon.com/thewheelweavespodcastFind us on our Instagram, Twitter, YouTube & Website, and join the conversation on Discord!In this episode Dani and Brett discuss Chapter 47 of Towers of Midnight!We want to thank everyone who renewed their annual pledges on Patreon. Thank you so much to Lord Michael, Kat Roscoe, Charlie Edmunds, Bennett Williamson, Sharnise, iakona, Sarah Davy, Ashley Stahl, Skar, and Alicia Sedai!!We would also like to thank and welcome Caia, and Alis as the newest members of The Wheel Weaves Patreon Team! Thank you so much for your support!!And finally we want to thank and welcome Mag621 as our newest Producer level Patron!! Thank you so much, we really appreciate your support!!We would like to acknowledge and thank our Executive Producers Brandy and Aaron Kirkwood, Sean McGuire, Janes, LightBlindedFool, Green Man, Margaret, Big C, Bennett Williamson, Hannah Green, Noralia, Geof Searles, Erik Reed, Greysin Ishara, Ashlee Bradley, Helena Jacobsen, Matthew Mendoza, Cyndi, and Daniel Moore!The Wheel Weaves is hosted and edited by Dani and Brett, produced by Dani and Brett with Passionsocks, Cody Fouts, Benjamin, Jamie Young, Magen, Jared Berg, Rikky Morrisette, Adam, Mozyme, Michelle Forbes, MKM, Antoine Benoit, Lawrence Bradley, Colby T, Gabby Young, Ricat, Zane Sciacca, Matrix, Matt Truss, The Albatross, Bratimus Prime, Sarah Creech, Saverio Bartolini, Sims, Chris G., and Mag621; with music by Audionautix.Check out our partner - the Spoiler-Free Wiki - Spliki.com - Your main first time reader, Spoiler-Free WoT information source!Don't forget to leave us that 5 star review if you enjoy the show for a chance to win exclusive merchandise!Check out https://www.thewheelweavespodcast.com for everything The Wheel Weaves!Become a supporter of this podcast: https://www.spreaker.com/podcast/the-wheel-weaves-podcast-a-wheel-of-time-podcast--5482260/support.

On this episode of Animal Spirits: Talk Your Book, Michael Batnick, CFA and Ben Carlson, CFA are joined by Matt Bartolini, CFA, CAIA, Managing Director at State Street Global Advisors and Head of SPDR Americas Research Team to discuss sector exposures in mid caps, why having a profitability screen is crucial, how mid caps are affected by policy uncertainty, an update on ETF flows in 2025, and much more! 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