Podcasts about Caia

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Best podcasts about Caia

Latest podcast episodes about Caia

The Same Drugs
Is Wexit coming to Canada?

The Same Drugs

Play Episode Listen Later May 21, 2025 41:36


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.

First Look ETF
First Look ETF: Active Strategies for Earning High Income and S&P 500 Investing

First Look ETF

Play Episode Listen Later May 17, 2025 17:32


In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Joe Becker, Director, Product Management at Innovator ETFs 3. Clark Allen, CFA, CPA, CAIA, Head of ETFs at Horizon Investments 4. Maurits Pot, Founder & CEO at Tema ETFs (X-feed @TemaETFs)*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Breakits Podcast
Lovisa Worge – affärer, ambitioner och bygga bolag med Bianca Ingrosso

Breakits Podcast

Play Episode Listen Later May 13, 2025 26:30


Från att ha varit assistent till Bianca Ingrosso till att bli en av Sveriges största influencers. Efter några år på braksuccén Caia bygger Lovisa Worge nu det egna tillväxtbolaget Ani Jewels, som hon driver tillsammans med Bianca Ingrosso. Men hur går det egentligen? Hur fungerar samarbetet mellan de två stjärnorna? Och vad är nästa steg? Hosted on Acast. See acast.com/privacy for more information.

Insurance AUM Journal
Episode 296: AM Best's Insurance Industry Outlooks and Potential Impact on Investment Risk

Insurance AUM Journal

Play Episode Listen Later May 12, 2025 22:26


In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best. Together, they unpack AM Best's latest outlooks on the property & casualty and life insurance sectors—covering everything from macroeconomic uncertainty to the rise of private credit, offshore reinsurance, and how ratings methodology is adapting to today's dynamic insurance investment landscape.   Ken shares his take on the growing role of asset manager-owned insurers, the shift toward more complex ownership structures, and the increased reliance on less transparent asset classes. He also discusses AM Best's internal working groups and how they aim to strike a balance between robust capital modeling and fair treatment for insurers with evolving portfolio strategies. Whether you're a CIO, portfolio manager, or regulator, this discussion sheds light on how risk, regulation, and ratings intersect in today's market.

Educational Alpha
S3: Conversation with Steve Novakovic, Managing Director, Educational Programs, CAIA Association

Educational Alpha

Play Episode Listen Later May 7, 2025 50:49


In this episode, Bill welcomes Steve Novakovic, Managing Director of Educational Programs for CAIA Association, to discuss the evolving nature of endowment investing, the growing role of total portfolio approaches (TPA), and the shifting responsibilities of asset allocators. Steve shares his journey from working at the Cornell University Investment Office to shaping the CAIA curriculum, emphasizing how events like the global financial crisis and modern portfolio theory shaped his views. They also explore the role of diversification in portfolio construction, the importance of due diligence and manager selection, the rising impact of retail democratization, and the ethical foundation needed to support long-term credibility in the profession. Steve further outlines how CAIA is adapting its curriculum, introducing proprietary ethical principles, and leading with new educational tools like the UniFi platform.

The Wheel Weaves Podcast
Ep. 1341 - ToM Ch. 47: A Teaching Chamber

The Wheel Weaves Podcast

Play Episode Listen Later May 6, 2025 57:55


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.

Resumé Insikt
Mediernas gratisreklam för Caia och Onlyfans mötesinbjudan

Resumé Insikt

Play Episode Listen Later May 2, 2025 52:18


I veckans avsnitt: ✓ Intervju med Ismail Ali, grundare till hårdvårdsmärket Alié Moisture, som berättar om nycklarna till att bygga community i sociala medier, om Filip Dikmen-effekten och om planerna på att stötta unga entreprenörer från orten. ✓ Mediernas skamlösa gratisreklam för Caia Cosmetics butiksöppning. ✓ Chocken: Kända anti-piracy-reklamens typsnitt är piratkopierat. ✓ Onlyfans mötesinbjudan till justitieminister Gunnar Strömmer och jämställdhetsminister Nina Larsson. ✓ Kommunikationen kring Johan Pehrson (L) avgång – och upprörda journalisterna på presskonferensen. Medverkande: Amanda Törner, Samuel Eriksson och Ismail Ali.

FinPod
CFI Member Spotlight with Celine Chaabani: How I Found My Path in Capital Markets with the CMSA®

FinPod

Play Episode Listen Later May 1, 2025 27:46


In this episode of CFI's Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis.Celine originally studied general management and had little interest in finance. But her curiosity grew after watching friends trade stocks and exploring the markets independently. That curiosity led her to CFI's Capital Markets & Securities Analyst (CMSA®) program. This turning point helped her understand how markets move, what drives volatility, and where she might fit in.Through short-term internships in credit, investment banking, and macro research, Celine quickly determined what she liked (and didn't like). Now, she's wrapping up her Master's in Financial Markets, eyeing future roles in credit and alternatives, and preparing to pursue her CFA and CAIA. This conversation is valuable for anyone considering a transition into finance without a traditional background.

Anton Magnusson podcast
68. Jag ska bara gå och caia

Anton Magnusson podcast

Play Episode Listen Later Apr 30, 2025 41:22


Anton och vår stående vikarie Kim pratar om Bianca Ingrossos nya butik, Howard Stern Show och en massa annat! Stötta vår kulturella gärning på: Https://www.patreon.com/dubbeltrubbelpodcast

The Food Professor
Canada's Food Inflation Spikes, Investors & Innovators with Elysabeth Alfano, CEO of  VegTech™ Invest

The Food Professor

Play Episode Listen Later Apr 17, 2025 51:19


The episode kicks off with breaking economic news: while Canada's overall inflation slowed to 2.3% in March, food inflation surged to a staggering 3.2%—a monthly jump not seen since 1983. Sylvain attributes the spike to Ottawa's counter-tariffs, rising ingredient costs, and shifting sourcing strategies as Canadian grocers de-Americanize their supply chains. This backdrop leads into a discussion on recent Caddle research indicating that 61% of Canadians are willing to pay more for local products—an unprecedented level of national loyalty that presents both opportunity and urgency for domestic producers.Listeners also get a sneak peek at the upcoming release of the Canadian Food Sentiment Index, sponsored by MNP, which shows growing trust in Canada's food industry. Michael and Sylvain then pivot to the controversial topic of GLP-1 drugs like Ozempic, raising critical questions about childhood obesity, pharmaceutical influence, and the implications for food industry giants like Nestlé and Mondelez.The second half of the episode features Elysabeth Alfano, CEO of VegTech Invest and host of two sustainability-focused podcasts. Elysabeth unpacks how her ETF invests in publicly traded companies that are accelerating food systems transformation—emphasizing impact, liquidity, and innovation over startup hype. She shares candid takes on the realities of lab-grown meat, the risks of insect protein, and why countries like Singapore and Israel are leading the charge in food security and innovation.Elysabeth also weighs in on the role of policy, pointing to rising geopolitical instability and trade tensions—especially in the U.S.—as a catalyst for investment in food innovation. From precision fermentation to biosecurity risks, she outlines why now is the time for bold moves in food tech and ESG investing.With both news and expert insights, this episode offers a comprehensive look at the forces reshaping what we grow, invest in, and consume.About Elysabeth Elysabeth Alfano is the CEO of  VegTech™ Invest , the Advisor to a publicly traded Food Innovation ETF.  Run by sector experts, VegTech™ Invest drives capital to those companies innovating for a resilient, sustainable and less damaging food supply system through its educational tools and financial product. It, thus, positively impacts Climate Change and biodiversity loss.Elysabeth is an expert in investing in food systems transformation and speaks internationally on the intersection of investing, sustainability, and our global food supply system. She has spoken at the U.N. Global Leaders Compact Summit, the United Nations Climate Change Summit, SXSW, COP27 and COP28, Yale University and Northwestern University, several Bloomberg Intelligence events and has done a myriad of TV interviews including Bloomberg TV and Ameritrade TV. Elysabeth began her career with Kellogg Company working on Special K and Frosted Mini-Wheats before acting as Chief Investment Officer for a small family office. A graduate of Northwestern University and the Thunderbird School of Global Management, Elysabeth consults and advises C-Suite Executives on the sustainable food industry landscape, direction and whitespaces.  Lastly, Elysabeth hosts the  Plantbased Business Hour , a podcast which features the CEOs and business leaders in the industry.  The Plantbased Business Hour is considered “The Gold Standard” for those who want to understand, participate in, and capitalize on the growing Plant-based Innovation sector. She is the voice of sustainability in the invment community hosting the Upside & Impact: Investing for Change on Advisorpedia.Elysabeth contributes to ESG Clarity, WGN Radio, Vegconomist Magazine, CAIA, ETFCentral.com Advisorpedia and FinTechTV on a regular basis. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Animal Spirits Podcast
Talk Your Book: Elevator Growth in Mid Caps

Animal Spirits Podcast

Play Episode Listen Later Apr 14, 2025 38:54


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

Art of Boring
Quarterly Update | Q1 2025 | EP185

Art of Boring

Play Episode Listen Later Apr 10, 2025 28:22


In this Quarterly episode, Crista Caughlin, lead portfolio manager for Canadian bonds, and Jeff Mo, lead portfolio manager for U.S. midcaps, discuss market performance through Q1 2025 and the significant volatility that followed in early Q2—particularly after "Liberation Day" when the Trump administration imposed sweeping tariffs, followed by retaliation from other countries, and then a partial pause. The discussion explores how these trade tensions have created uncertainty affecting business confidence, consumer spending, and investment decisions. Crista explains that the growth outlook has worsened due to this uncertainty, regardless of whether tariffs ultimately reach 10%, 25% or are delayed. Both emphasize the team's investment approach during this volatility relies on maintaining a disciplined process, avoiding "hero trades," and carefully modeling potential impacts on individual companies. Key points from this episode: The Trump administration initiated significant trade tensions in early Q2 2025 with "Liberation Day" and the imposition of sweeping tariffs, followed by retaliatory actions from other countries, causing major market volatility before some tariffs were paused on April 9th (except those on China, which remain at 125%). Even before the full implementation of tariffs, business confidence and consumer spending were negatively impacted by uncertainty, with examples of furloughed workers, delayed investments, and cautious spending behaviors from both the private sector and government employees. Central banks are in a difficult "wait and see" position regarding interest rates as they cannot fully overcome the effects of a trade war but will try to help economies adjust while monitoring whether tariff-induced inflation becomes structurally embedded. The asset mix committee has maintained a neutral position in equities throughout the volatility, with a slight shift from U.S. equities toward international markets (particularly Europe) to benefit from potential structural tailwinds. The investment team emphasizes maintaining adherence to a disciplined process during market turbulence. Host: Kevin Minas, CFA, MBA, CAIA, Institutional Portfolio Manager Guests:  Crista Caughlin, CFA, Portfolio Manager Jeff Mo, CFA, Portfolio Manager   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 Mawer at https://www.mawer.com.   Follow us on social:  LinkedIn - https://www.linkedin.com/company/mawer-investment-management/  Instagram - https://www.instagram.com/mawerinvestmentmanagement/   

InvestOrama - Separate Investment Facts from Financial Fiction
Ex-CAIA CEO Bill Kellly on Investment Democratization, Education, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha

InvestOrama - Separate Investment Facts from Financial Fiction

Play Episode Listen Later Apr 10, 2025 41:22


Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905RESOURCESWilliam J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/Educational Alpha: https://educationalalpha.com/CAIA: https://caia.org/

JeffMara Paranormal Podcast
She CROSSED OVER To A Different Reality ON The Other Side - NEAR DEATH EXPERIENCE

JeffMara Paranormal Podcast

Play Episode Listen Later Apr 3, 2025 68:30


Near death experience guest 1319 is Caia Toussaint, Japanese holistic therapist living in Australia, specializing in QHHT, who went to the black void during her NDE experience.Caia's Websitewww.qhht-soulshift.comCaia's YouTube Channelhttps://www.youtube.com/@caia808CONTACT:Email: jeff@jeffmarapodcast.comTo donate crypto:Bitcoin -  bc1qk30j4n8xuusfcchyut5nef4wj3c263j4nw5wydDigibyte -  DMsrBPRJqMaVG8CdKWZtSnqRzCU7t92khEShiba -  0x0ffE1bdA5B6E3e6e5DA6490eaafB7a6E97DF7dEeDoge  -  D8ZgwmXgCBs9MX9DAxshzNDXPzkUmxEfAVEth. -   0x0ffE1bdA5B6E3e6e5DA6490eaafB7a6E97DF7dEeXRP -  rM6dp31r9HuCBDtjR4xB79U5KgnavCuwenWEBSITEwww.jeffmarapodcast.comSOCIALS:Instagram: https://www.instagram.com/jeffmarapodcast/Facebook: https://www.facebook.com/jeffmarapodcast/Twitter: https://www.twitter.com/jeffmaraP/JeffMara does not endorse any of his guests' products or services. The opinions of the guests may or may not reflect the opinions of the host.

Alternative Allocations with Tony Davidow
Episode 22: The Rise of the Total Portfolio Approach with Guest Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA Association

Alternative Allocations with Tony Davidow

Play Episode Listen Later Apr 1, 2025 29:34


In this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset allocation to a more goal-aligned investment strategy. They explore key aspects of TPA, including governance, culture, a factor-based lens, and competition for capital. The episode highlights both the challenges and opportunities for advisors in adopting TPA, such as the need for a cultural shift and technical expertise, but also the potential for improved client outcomes and more flexible portfolio construction. Practical steps for implementing TPA, such as making incremental changes and reorganizing the investment team, are also discussed. Aaron sits on CAIA Association's executive leadership team and leads its global content strategy. This includes the development of thought leadership, research, and content agendas, content marketing and brand, and industry events. He also oversees strategy for CAIA's 20 chapters across the U.S., Canada, and Latin America.  Previously, Aaron founded UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments. He has also sat in various other content development and educational programming roles at CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA's educational programs, numerous academic journals, books, and industry publications. Aaron's industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and defined contribution plan sponsors and participants. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.   Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP | LinkedIn Alternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Insurance AUM Journal
Episode 288: Executive Spotlight: Eric Partlan, CFA, CAIA, Chief Investment Officer at MassMutual

Insurance AUM Journal

Play Episode Listen Later Apr 1, 2025 28:49


In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Eric Partlan, Chief Investment Officer at MassMutual, for an engaging installment of the CIO Spotlight series. With MassMutual's $285 billion general account and deep legacy as a mutual insurer, Eric shares insights into how the firm's long-term orientation, mutual structure, and strategic partnerships drive its investment approach—particularly in private credit, structured products, and ALM strategies.   Eric also reflects on his unique career journey from aerospace engineering to the CIO role, offering a candid look into his philosophy on leadership, team building, and fostering intellectual curiosity. From cultivating a collaborative team culture to leveraging Barings and other long-term partnerships, this episode delivers thoughtful perspectives on navigating evolving markets while remaining rooted in purpose-driven investment strategies. Whether you're new to insurance asset management or a seasoned pro, this is a must-listen conversation on where the industry is headed.

InvestOrama - Separate Investment Facts from Financial Fiction
A Data Science Journey from Hedge Fund to Venture Capital | Matt Ober - General Partner, Social Leverage

InvestOrama - Separate Investment Facts from Financial Fiction

Play Episode Listen Later Mar 31, 2025 39:48


Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity to rethink the business of financial market data.LINKSMatt on Linkedin: https://www.linkedin.com/in/obermattj/Matt's Newsletter: https://www.mattober.co/Social Leverage: https://www.socialleverage.com/Initial Data Offering: https://initialdataoffering.com/

CFA Society San Francisco Podcast
Navigating the Great Wealth Transfer: Reshaping Wealth Management

CFA Society San Francisco Podcast

Play Episode Listen Later Mar 25, 2025 13:19 Transcription Available


Send us a message!The Great Wealth Transfer will move $124 trillion by 2048, according to recent data from Cerulli Associates. But the most revolutionary aspect? Women will inherit approximately 70% of this unprecedented wealth transfer.Sylvia Kwan, PhD, CFA, CAIA - CEO and CIO of Ellevest - breaks down this seismic shift during our conversation, revealing that $54 trillion will go to surviving spouses (95% of whom are women) while another $46 trillion flows to younger generations. For many women, particularly those from older generations who delegated financial management to partners, this represents their first opportunity to independently control substantial assets.What makes this transition particularly fascinating is how differently these beneficiaries approach investing. Women typically view investing as a means to achieving specific financial goals rather than simply beating market benchmarks. Both women and younger generations seek investments that align with personal values and generate positive social and environmental impact alongside financial returns. There's also growing skepticism about the traditional 60-40 portfolio, with younger investors gravitating toward alternative investments, private markets, and technology-enabled platforms that offer greater personalization and control.Financial firms hoping to thrive during this transition must adapt accordingly. Beyond upgrading technology infrastructure to meet digital-first expectations, companies need to develop highly personalized offerings, expand beyond conventional stock-bond allocations, and create frameworks that help clients align investments with personal values. As Sylvia wisely advises, regardless of market conditions, success still comes down to fundamentals: create a well-diversified long-term plan and stick with it through inevitable volatility. Ready to prepare for this unprecedented wealth transfer? Listen now to gain invaluable insights that could reshape your approach to wealth management.If you'd like to learn more about the show, have a topic or speaker to suggest, or would like to leave us a comment, email podcast@cfa-sf.org. This podcast is produced by CFA Society San Francisco, a not-for-profit professional association, providing professional learning and career resources to over 13,000 investment industry professionals worldwide. To learn more about CFA Society San Francisco, visit our website or connect with us on LinkedIn.The information contained in this podcast does not constitute financial or investment advice. Please consult your own financial advisor for information concerning your specific situation.

Crypto Hipster Podcast
Exploring a Web3 OG Venture Capital Firm's Views of the Current Crypto Market and Decentralized Financial Landscape, with Alex Botte @ Hack VC (Video)

Crypto Hipster Podcast

Play Episode Listen Later Mar 13, 2025 31:11


Alex Botte, CFA, CAIA is a Partner focused on investor relations and research at Hack VC, a crypto-native venture capital firm. Previously, she was the Head of Client and Portfolio Solutions at Runa Digital Assets, a liquid token investment manager. Prior to Runa, she spent eight years in quantitative investment management, holding product specialist and business development roles at Two Sigma and AQR. She started her career in prime services at Barclays. Alex holds a BS from Cornell University.

Crypto Hipster Podcast
Exploring a Web3 OG Venture Capital Firm's Views of the Current Crypto Market and Decentralized Financial Landscape, with Alex Botte @ Hack VC (Audio)

Crypto Hipster Podcast

Play Episode Listen Later Mar 13, 2025 31:10


Alex Botte, CFA, CAIA is a Partner focused on investor relations and research at Hack VC, a crypto-native venture capital firm. Previously, she was the Head of Client and Portfolio Solutions at Runa Digital Assets, a liquid token investment manager. Prior to Runa, she spent eight years in quantitative investment management, holding product specialist and business development roles at Two Sigma and AQR. She started her career in prime services at Barclays. Alex holds a BS from Cornell University.

Actualidade - Renascença V+ - Videocast
Parlamento ao rubro. Governo propõe "CPI de 15 dias", PS insiste que caia a moção de confiança

Actualidade - Renascença V+ - Videocast

Play Episode Listen Later Mar 11, 2025 1:35


Parlamento ao rubro. Governo propõe "CPI de 15 dias", PS insiste que caia a moção de confiança

Expresso - Expresso da Manhã
Episódio extra: Siza Vieira acha que ninguém quer que o governo caia, Marques Lopes defende que ontem já era tarde, governo tem de cair

Expresso - Expresso da Manhã

Play Episode Listen Later Mar 3, 2025 20:45


A apresentação de uma moção de censura ao governo por parte do PCP tem o chumbo garantido com o voto contra do PS e do PSD e é a razão invocada pelo governo para recuar na ideia de apresentar uma moção de confiança. A crise acaba aqui ou pode evoluir para uma CPI ou uma moção de censura apresentada pelo PS. Neste episódio extra, conversamos com Pedro Marques Lopes e Pedro Siza Vieira.See omnystudio.com/listener for privacy information.

Nação dos Montes
NÃO CAIA NESTE ERRO - Adalberto Braglia

Nação dos Montes

Play Episode Listen Later Feb 19, 2025 43:15


NÃO CAIA NESTE ERRO - Adalberto Braglia

Paths in Progress
Urmi: Financial Professional, Published Author, Public Speaker, Blogger, YouTuber; Bachelors Degree in Finance, CFA and CAIA professional designations

Paths in Progress

Play Episode Listen Later Feb 7, 2025 51:24 Transcription Available


Growing up in Italy, Urmi thought she may want to study either psychology or pursue her interest in languages. After moving to Canada to begin college, she started to pursue International Business, but soon discovered that Finance is what truly sparked her interest.  Urmi's love of learning and devoted discipline have helped her to flourish within her career, as well as within the pursuit of her personal interests. Join us to hear about how Urmi has already reached many significant goals on her path and why Finance is the industry she chose for her career. You can follow Urmi on YouTube here: https://www.youtube.com/@urmihossain

O PESCADOR SAL DA TERRA
NÃO CAIA NO FALSO EVANGELHO

O PESCADOR SAL DA TERRA

Play Episode Listen Later Feb 7, 2025 24:17


No episódio de hoje o Pastor Célio Rosa irá te ensinar a como não cair no falso evangelho. Acesse os nossos perfis no Instagram: @opescadorsaldaterra @celio_rosa_opescador Fale conosco através do Whatsapp: (66) 9 9677-7529

The Investors First Podcast
John Bowman, CAIA Association – Alternative Investing in 2035

The Investors First Podcast

Play Episode Listen Later Feb 6, 2025 55:46


For our second episode of year six of the podcast, we welcome my friend John Bowman to the podcast. I can't say enough positive things about what John is doing with the CAIA Association (as well as his predecessor Bill Kelly), both of whom put investors first, which is what this podcast is all about. John stepped in as CEO at the beginning of 2025 and we thought it would be great to hear his vision for where alternative investing is headed over the next decade. John is a speaker, writer, commentator and frequently keynoting industry conferences and has been featured in the WSJ, NYT, Pension and Investments, Financial Advisor, CNBC and more. John earned a BS in Business Administration from Mary Washington College and is a CFA charter holder, which is how we have known John for so long. In this episode, we discuss past CEO Bill Kelly, miles traveled over the past year, the future of CAIA, liquidity budgets for investors and how to size an allocation to alternatives, the private/public convergence, tokenization of private assets, and more. Today's hosts are Steve Curley, CFA (Founder & Co-Managing Principal of 55 North Private Wealth) & co-host  Kevin Laake, CFA, CAIA (Team Lead at Mariner Institutional). Both of us are past Presidents of CFA Society Orlando. It is worth noting that Kevin serves as a Chapter Executive for CAIA Florida, which is why I thought he would be great as a co-host for this episode. Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com   Show Notes: · From Vision to Action: CAIA's CEO on Shaping Tomorrow's Industry (https://caia.org/blog/2025/01/14/vision-action-caias-ceo-shaping-tomorrows-industry) · Capital Decanted Podcast (https://caia.org/capital-decanted-podcast) · Caia.org · CFA stackable program (https://caia.org/stackable)

Alternative Allocations with Tony Davidow
Episode 20: Outlook on Private Markets: Diversification and Growth Opportunities with Guest Mark Steffen, CFA, CAIA, Wells Fargo Investment Institute

Alternative Allocations with Tony Davidow

Play Episode Listen Later Feb 4, 2025 25:07


In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is focused on delivering the highest- quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company. As a member of the Global Investment Strategy Committee, Mark formulates and leads strategy and asset allocation guidance for alternative investments, including hedge strategies, private equity, private debt, and private real estate and infrastructure. He produces alternative investment research and market updates that deliver advice to help investors meet their long-term financial goals. Mark has more than 25 years of experience in financial services, including over 15 years in alternative investments. He earned a Bachelor of Science from St. Cloud State University. Mark has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Mark Steffen, CFA, CAIA | LinkedInSee what's next for the economy in our 2025 Outlook | Wells FargoFranklin Templeton Institute's 2025 Private Market OutlookAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Art of Boring
Quarterly Update | Q4 2024 | EP178

Art of Boring

Play Episode Listen Later Jan 21, 2025 19:06


In this episode, we discuss 2024's economic landscape and what to expect in 2025, with Crista Caughlin, lead portfolio manager of the Mawer Canadian bond strategy. Crista highlights U.S. and Canadian growth trends, central bank rate adjustments, housing market dynamics, equity and fixed-income performance, and political uncertainties. She also discusses Mawer's asset allocation strategy, balancing risks with opportunities amidst shifting fiscal policies, trade tensions, and global economic developments heading into 2025. Key Takeaways: The year 2024 saw resilient U.S. growth despite headwinds, while Canada faced weaker growth and higher unemployment. Q4 showed modest improvements in Canadian growth and employment, but inflation trends potentially shifted upward in both regions late in the year. In 2024, the Bank of Canada aggressively eased rates, cutting 175 basis points, responding to weaker growth and target-level inflation. The Fed eased more gradually, cutting 100 basis points, as robust U.S. growth supported higher rates. Both central banks aimed to shift from restrictive to less restrictive policies. Political changes in Canada and the U.S. have created uncertainty for fiscal policies and trade dynamics. Tariffs pose risks to Canadian growth and inflation. Central banks remain cautious, awaiting policy clarity while navigating trade and economic interdependencies. The Canadian housing market faces reduced pressure due to Bank of Canada rate cuts and proactive bank measures like extended amortization. However, 2025's higher mortgage renewals at elevated rates pose ongoing risks to household spending and economic growth. Equity markets posted strong 2024 returns, driven by a stronger U.S. dollar, AI growth, and financial sector strength. Fixed-income returns were flat in Q4 but solid annually, with tightening spreads and rising Canadian 10-year rates prompting a defensive portfolio stance. The asset mix committee maintained a neutral equity stance, underweight bonds, and overweight cash in 2024, balancing hard landing concerns with market momentum. Key 2025 themes include fiscal policy uncertainty, global deficits, higher neutral rates, and opportunistic portfolio adjustments to enhance diversification. Host: Kevin Minas, CFA, MBA, CAIA, Mawer Institutional Portfolio Manager Guest: Crista Caughlin, CFA, Mawer Portfolio Manager, Fixed Income For more details and full transcript visit: https://mawer.com/the-art-of-boring/podcast This episode is available for download anywhere you get your podcasts. -- Founded in 1974, Mawer 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 Mawer at https://www.mawer.com. Follow us on social: LinkedIn -   / mawer-investment-management  Instagram - / https://www.instagram.com/mawerinvestmentmanagement/

The Great Conversation
Reading Our Times: A Conversation with an Artist and a Macroeconomic Thought Leader

The Great Conversation

Play Episode Listen Later Dec 28, 2024 23:29


Most of us have experienced the gnawing doubt of our purpose. Few have leaned into that doubt and set out on a journey of exploration, knowing they are seafarers navigating the risks and opportunities of the voyage. This Great Conversation is with a woman who pursued formal education in business and economics at Harvard. It became her future core competency. She is now acknowledged as a thought leader in macroeconomic analysis and multi-asset capital allocation. But before that she said the great “Yes” to a passion centered in music earning her Doctorate in Musical Arts from the Cleveland Institute of Music, as well as an Artist Diploma and a Master's degree in vocal performance. She has won honors and accolades from international competitions and been featured as a soloist at the Kennedy Center. Now Anna Rathbun, CFA, CAIA is the Chief Investment Officer of CBIZ, Inc. (NYSE:CBZ), a leading professional services advisor to middle market businesses and organizations nationwide. Anna and I spend our time getting to the Yes of her journey which leads us to a discussion of the journey of the business owner. We agree it is a journey that transcends the P&L. It is a journey of the wants and needs of another through relationship and trust. (See the podcast “The Key Performance Indicator We Don't Measure…But Should”.) And trust, according to Anna, is fragile. It has a face, the other. It has a heart. And it has a mind. And this unique chemistry cannot be parsed or siloed. If we only focus on profit optimization, we will not build a sustainable and lasting relationship with our customers, suppliers, and employees. The bad news: we are in a time of shifting business models and shifting value systems for world markets. And that will impact the business owner here at home. The good news: if we harness what we know about ourselves and others, we can navigate these times to advantage both. Anna will be speaking on Thursday, January 30, 2025 at The Economic Update Breakfast at the Madison Centre Building Conference Center in Seattle, Washington. I will be there to meet her, physically, for the first time. Anna oversees a team conducting global economic research. She also produces the CBIZ Small Business Employment Index and the CBIZ Main Street Index, which are proprietary indices that keep a pulse on the small business employment conditions and other Main Street trends in the United States. Anna's opinions on global economic and market trends as well as monetary and fiscal policies are sought after by media outlets, and she is a regular guest contributor on Fox Business, CNN Money, Bloomberg, Reuters, Wall Street Journal and others. Anna is also an experienced professional in alternative investments, focusing on private equity, private credit and private real asset investing for institutional clients.  With a unique background that embraces both finance and the arts, Anna is dedicated to the issue of financial sustainability for organizations serving a mission. Enjoy this conversation with this master of the “Yes” in Life.

Educational Alpha
S2: Conversation with John L. Bowman, CFA, President, CAIA Association

Educational Alpha

Play Episode Listen Later Dec 18, 2024 43:01


In this season finale of Educational Alpha, host Bill Kelly welcomes John Bowman, the incoming CEO of CAIA Association. Reflecting on the evolution of CAIA and their professional journeys, the two explore major themes shaping the investment landscape—diversification, digitization, and democratization. They discuss the organization's transition from Bill's tenure to John's, emphasizing CAIA's mission to educate and advocate for better portfolio construction, transparency, and investor outcomes. Bowman also lays out a roadmap for CAIA's future, highlighting challenges and opportunities within a rapidly evolving financial ecosystem. This conversation is not only a handover of leadership but also a deep dive into the principles driving the Association forward. Listen in!

Jess Get Hired
Breaking Barriers: Women, Leadership, & Cultural Identity (98)

Jess Get Hired

Play Episode Listen Later Dec 11, 2024 22:59


Episode: Women in Leadership with Urmi Hossain Summary: In this episode of the Jess Get Hired podcast, host Jessica Fiesta George speaks with Urmi Hossain, a prominent figure in Canada's financial services industry, about the challenges and triumphs of women in leadership roles. Urmi shares her multicultural background and how it has shaped her approach to leadership, her impressive credentials in finance, and her commitment to empowering women through various organizations. The conversation delves into the importance of mentorship, overcoming obstacles in male-dominated fields, and the significance of work-life balance. Urmi also discusses her personal journey of writing a book and her aspirations for the future, including giving a TED talk. Takeaways Cultural diversity enhances open-mindedness and leadership qualities. Credentials like CFA and CAIA are crucial in finance. Women's empowerment is essential to change workplace narratives. Writing can be a therapeutic process for personal growth. Networking and mentorship are vital for career advancement. Work-life balance is achievable with open communication. Time management is key to juggling multiple responsibilities. Future aspirations can drive personal and professional growth. Community support is important for women facing identity struggles. Flexibility in the workplace has improved post-COVID. Learn more: www.jessgethired.com Urmi Hossain's book: Discovering Your Identity: A Rebirth from Interracial Struggle Keywords women in leadership, empowerment, finance, cultural identity, work-life balance, mentorship, time management, personal growth, diversity, career advancement Chapters 00:00 Introduction to Women in Leadership 01:52 Cultural Influences on Leadership 05:15 Credentials and Career in Finance 06:55 Empowering Women in Leadership 07:58 Writing as a Journey of Identity 09:41 Overcoming Obstacles in Male-Dominated Industries 12:50 Work-Life Balance Challenges 14:21 Balancing Passions and Career 16:40 Future Goals and Aspirations 19:03 Lightning Round and Closing Thoughts

Pull Up a Chair with CFA Society Boston
Shaping the Next Generation of Financial Leaders: A Conversation with Sarah Samuels

Pull Up a Chair with CFA Society Boston

Play Episode Listen Later Nov 4, 2024 27:59


In our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and the role of second-level thinking. Sarah also touches on integrating AI in investment strategies, promoting DEI in finance, and her children's book, Braving Our Savings, which teaches kids about financial literacy.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.  

TESOL POP
Finding What Works for You as a Learner with Urmi Hossain

TESOL POP

Play Episode Listen Later Oct 29, 2024 13:35


Multilingual speaker Urmi Hossain joins us to share her experiences learning multiple languages and the personalised strategies she's developed. Urmi's learning journey highlights the importance of finding methods that resonate with personal goals, interests, and cultural backgrounds.Watch the episode with closed captions here.Learning with PurposeUrmi discusses how each language she's learned holds a different significance in her life, from family connections to career advancement. By setting clear goals, she maintains motivation and purpose in her studies.Overcoming Dialect DifferencesLiving in Canada, Urmi encountered distinct French dialects that challenged her listening skills. She shares how she adapted to these variations, gaining confidence in her ability to comprehend diverse accents and expressions.Staying MotivatedUrmi stays driven through vision boards, regular goal check-ins, and strategic reminders. She believes motivation plays a vital role in language learning success, especially when progressing independently.ABOUTUrmi Hossain is Bengali by blood and Italian by birth. She works in the financial services industry in Canada, where she is currently residing. She is a self-published author, speaker, blogger, polyglot, and mentor. She is the holder of the CFA charter as well as the CAIA charter. Her first book is: Discovering your identity, a rebirth from interracial struggle. She is an advocate of women's empowerment and very passionate about teaching and mentoring other girls and women. She is part of the organisation called Women In Leadership for the Victoria Chapter in Canada as the social media lead where she spreads the message of gender equality and more women in leadership positions. She enjoys being a promoter of self-investing and personal development. Fun fact: she speaks 4.5 languages - Italian, Bengali, English, French and Spanish being the .5FOLLOWLinkedInMy Ways BlogYouTubeInstagramLove what we do? Say thanks with a coffee.https://ko-fi.com/tesolpopCREDITSProducer Laura WilkesEditor Haven TsangThanks to our inspiring guest, Urmi Hossain. Hosted on Acast. See acast.com/privacy for more information.

Beauty & Bubblor
292. Det tycker vi om CAIA:s nya concealer + budgettips

Beauty & Bubblor

Play Episode Listen Later Oct 23, 2024 28:05


Det var inte vilken bil som helst som Emma och Frida klev in i, strax innan de spelade in veckans avsnitt. Det var nämligen en strajpad CAIA Cosmetics-minibuss! Bilen innehöll inte bara tester på CAIAS nya concealer utan där satt även makeupartisten Pamela Granholm (@beautypami) som skämde bort Frida och Emma med varsin full face concealer-makeup och som delade med sig av tips och trix på hur concealer kan användas på olika sätt. Dessa superknep vidarebefordras nu till er i veckans avsnitt av Beauty och Bubblor. Men det pratas såklart också om andra märken med olika formuleringar, toner och typer av täckning i ansiktet. Och som så många av er efterfrågat så blir det också en radda med budgettips på concealers!Klipps av Gabriella Lahti.En podd från Aller Media. Hosted on Acast. See acast.com/privacy for more information.

The Investors First Podcast
Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets

The Investors First Podcast

Play Episode Listen Later Oct 17, 2024 53:51


Today's guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA's Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework for predicting investment outcomes. Previously, Marko was a Partner and Chief Strategist at Clocktower Group, advising institutional investors. His work is included in the CAIA curriculum and The Palgrave Handbook of Contemporary Geopolitics. Starting as a Senior Analyst at Stratfor, he has lectured at Stanford and Georgetown. Marko holds advanced degrees from the University of Texas and UBC.   This is the second time we have had the privilege of hosting Marko, almost 4 years ago on the button. Marko is no doubt one of our favorite guests in the history of this podcast.   In this episode, we cover the U.S. election, who will win and what America's foreign policy will look like for Trump or Harris. We discuss the powerful American consumer driven economy, how to position your portfolio, the untapped equity in American's homes, and getting us current on the last 4 years since the last time Marko joined us.   Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & co-host Chris Cannon (CIO/Principal, FirsTrust)   Links: https://www.bcaresearch.com https://www.bcaresearch.com/marketing/geomacro https://www.bcaresearch.com/marketing/report/gmac/what-geomacro/100026   Please enjoy the episode.  

Educational Alpha
S2: Conversation with Keith Black, PhD, CFA, CAIA, FDP, CDAA, Managing Director, RIA Channel

Educational Alpha

Play Episode Listen Later Oct 16, 2024 33:47


In this episode, Bill welcomes Keith Black, a longtime colleague and cryptocurrency expert, to discuss the rapidly evolving world of digital assets. Keith shares insights from his extensive career, including his early work in commodity derivatives, hedge funds, and institutional consulting, as well as his role in the Chartered Alternative Investment Analyst (CAIA) Association. The conversation dives into Keith's move toward digital assets and cryptocurrencies, highlighting key topics such as the current state of institutional adoption, Bitcoin's rise, and the role of stablecoins. Listen in! Additional Resources Mentioned: https://train.riadatabase.com/digitalassets/ https://www.amazon.com/Investing-Cryptocurrencies-Digital-Assets-Understanding/dp/1394268629

Art of Boring
Quarterly Update | Q3 2024 | EP168

Art of Boring

Play Episode Listen Later Oct 15, 2024 13:27


Portfolio Manager Crista Caughlin discusses the economy and factors that drove markets in the third quarter of 2024. Key points from this episode: In the third quarter, most central banks either continued cutting rates – like the European Central Bank and the Bank of Canada – or started cutting rates – like the U.S. Federal Reserve.  Inflation risks have diminished and downside risks to growth and employment have increased, so central banks are responding with easier policy. Crista believes the Bank of Canada will continue to make 25 basis point cuts at future meetings, but a 50-basis point cut is potentially on the table thanks to the Fed's more aggressive cut. Because central banks are easing policy and the market expects them to continue to do so, the yield curve has started to normalize. All else equal, a faster, more aggressive central bank reduces the probability of a recession. The third quarter was a Goldilocks scenario. Growth was weak enough to allow central banks to ease policy, which is really good for bonds and interest-rate-sensitive equity sectors, but it was not so weak that there were obvious signs of a recession. Regardless of whether central bank easing corresponded to a recession or a soft landing, equities have historically gone higher and spreads tighter after the first central bank cut. One of the main questions on Crista's mind going into the fourth quarter: How long will growth and policy be tailwinds driving the markets? Host: Kevin Minas, CFA, MBA, CAIA, Mawer Institutional Portfolio Manager Guest: Crista Caughlin, CFA, Mawer Portfolio Manager For more details and full transcript visit: https://mawer.com/the-art-of-boring/podcast This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer 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 Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/  Instagram - https://www.instagram.com/mawerinvestmentmanagement/

The Active Advisor
The Integrated Financial Advantage with Jason Archambault & Matthew Neyland

The Active Advisor

Play Episode Listen Later Oct 1, 2024 36:23


On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth Management. Jason and Matthew discuss ​​their integrated approach to wealth management and financial planning, as they share insights on investment management, client goals, and the importance of a holistic perspective.

Beauty & Bubblor
285. Vi testar nya makeup-sticks, från bland annat CAIA

Beauty & Bubblor

Play Episode Listen Later Sep 3, 2024 30:46


Äntligen så har Victoria Beckham Beauty landat i Sverige och givetvis så har Emma och Frida hunnit kolla in vilka produkter som nu alltså finns på den svenska marknaden. I veckans avsnitt av Beauty och Bubblor går de igenom sina favoriter från Victoria Beckham Beauty och berättar också hur de väljer att applicera dessa. Det blir också en trendspaning gällande makeup-sticks som är hett i höst. Frida och Emma testar några utvalda nya sticks från bland annat PÜR Cosmetics, CAIA och Charlotte Tilbury. Klipps av Gabriella Lahti.En podd från Aller Media. Hosted on Acast. See acast.com/privacy for more information.

TheNAVigator
CAIA's Filbeck on interval funds and media criticism of the structure

TheNAVigator

Play Episode Listen Later Aug 16, 2024 13:10


Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association (CAIA), discusses interval funds, their evolution, fee structures, and potential. He also responds to recent media coverage that has been critical of them as investment vehicles, including a recent Wall Street Journal article on how interval fund fees "will leave you high and dry."

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Is There Anything to Fear? (Ep. 96)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later Aug 7, 2024 56:42


How do you know when to stay the course or press the panic button during market volatility?In this special episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Barry Gilbert, CFA®, Ph.D. Vice President, Asset Allocation Strategist at Carson Group, and Grant Engelbart CFA®, CAIA®, Vice President, Investment Strategist at Carson Group, for a discussion of this period of heightened market turmoil. The team dives into the recent volatility triggered by the Bank of Japan's actions, the impact of weak job data on the Fed's interest rate decisions, and the ripple effects on both global and domestic markets. They discuss: The Bank of Japan's unexpected moves and their impact on global marketsAnalysis of recent job data and what it means for future Fed rate cutsHow current earnings reports reflect broader market conditionsDiversification strategies to manage riskAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Barry Gilbert: LinkedIn: Barry GilbertConnect with Grant Engelbart: LinkedIn: Grant EngelbartConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Barry Gilbert:Barry Gilbert is a Vice President, Asset Allocation Strategist. As the VP, Asset Allocation Strategist, Barry Gilbert combines a background in thought leadership with a pragmatic and disciplined approach to portfolio management.Barry holds a PhD in philosophy from Boston University, an MA from the Pennsylvania State University, and a BA from Haverford College. A former educator, he taught finance and economics in the MSF and MBA programs at Northeastern University's D'Amore-McKim School of Business. Prior to his career in asset management, Barry taught philosophy, the history of ideas, and writing and rhetoric at Harvard University, Trinity College and Boston University, and has served as a visiting research fellow at the Institute for Human Sciences in Vienna, an international think tank in politics and economics.About Grant Engelbart:Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team.Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA® Charter holder, holds the Chartered Alternative Investment Analyst (CAIA) designation, DACFP Certificate in Blockchain and Digital Assets, Candriam Certificate in Sustainable and Responsible Investing and Series 65 registration. He is a member of the CFA® Society of Nebraska and the CAIA Chicago chapter. He has contributed to numerous publications and is an active contributor to commentary related to the ETF industry.

Alternative Allocations with Tony Davidow
Episode 13: Lessons Learned from Institutional Allocators of Capital with Guest Will Dillard, CFA, CAIA, Mercer

Alternative Allocations with Tony Davidow

Play Episode Listen Later Aug 6, 2024 31:35


Episode 13 of the Alternative Allocations podcast series includes Tony's discussion with Will Dillard from Mercer, along with Will hosting a panel with Tony at CAIS Live in Atlanta. Will's experience working with institutions allowed him to share valuable insights into how institutions allocate to capital, conduct due diligence, and consider the benefits of diversification across alternative investment strategies. Tony and Will discuss their respective market outlooks, along with things to consider when allocating to alternatives.  Located in Mercer's Atlanta office, Will Dillard, Senior Principal, Investment Consultant, is focused on working with Private Wealth firms as well as institutional clients.  Will serves as the Senior Strategist within Mercer's Wealth Management segment.  In this role, Will is a resource for clients and consultants when constructing portfolios and ensures that Mercer is addressing client specific needs.  Additionally, Will works closely with Mercer's asset allocation team constructing and maintaining reference portfolios.  Will is also an active member of the Wealth Management Strategic Research Team.   Will holds a Bachelor of Science degree with a concentration in Finance and Economics from the University of North Carolina at Wilmington.  Will also holds the CFA and CAIA designations.   William Dillard, CFA, CAIA | LinkedIn Mercer | Welcome to brighter Building better portfolios with alternative investments: a goals-based framework Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Capital Decanted
Top Episode Rewind: Fan-Favorite #4

Capital Decanted

Play Episode Listen Later Jul 30, 2024 101:59


Since the arrival of Modern Portfolio Theory (MPT) in the early 1950's by the legendary Harry Markowitz, the industry has been sturdily anchored to this philosophy and all of it's artifacts when constructing portfolios. In recent years, however, an enterprising handful of large institutional asset owners have begun challenging the common wisdom of a strategic asset allocation approach given it tends to breed silo behavior, unhealthy competition for resources and attention, unrecognized duplication or disjointed risk exposure across the portfolio, and difficulty in managing the capital pool holistically around a view of the future. This is the story of how CAIA convened some of the most reputable and largest asset owners in the world to amplify the benefits of TPA and perhaps, the beginning of a new era. Guests: Ben Samild, Chief Investment Officer, Future Fund Jayne Bok, CFA, CAIA, Head of Investments, Asia, Willis Towers Watson ⁠Episode Sources

Capital Decanted
Top Episode Rewind: Fan-Favorite #5

Capital Decanted

Play Episode Listen Later Jul 23, 2024 98:35


Permanent Capital or GP Stakes structures aim to take further advantage of long-dated patient capital in private markets. Furthermore, they allow the LP to participate in additional cash flow streams with the GP that are elusive in a traditional fund structure. In other words, it allows LPs to get exposure to a variety of alternative asset managers as minority owners in the GPs themselves. But does this provide a purer incentive alignment of investors and GPs or simply split allegiance and attention between multiple masters?  In this episode, with the help of the largest GP Stakes participant, Blue Owl, and a large LP in their fund, USAA, we examine the evolution of the approach, its idiosyncratic and multi-faceted return stream, and try to honestly assess some of the myths that haunt the space. Guests: Sean Ward, Senior Managing Director, GP Strategic Capital Platform, Blue Owl Shawn Ury, CAIA, Executive Director and Head of Alts, USAA ⁠Episode Sources

Art of Boring
Quarterly Update | Q2 2024 | EP161

Art of Boring

Play Episode Listen Later Jul 17, 2024 14:36


Portfolio Manager Crista Caughlin discusses the economy and factors that drove markets in the second quarter of 2024. Key points from this episode: Because inflation is easing at a gradual pace, central banks with likely be cutting rates gradually. We are at the end of a global tightening cycle and starting to see countries tweak their policies to better fit their domestic markets, but there is not and likely won't be, a material divergence in the path forward among central banks. The yield curve has been inverted for almost two years, which is longer than average. However, it's not the longest inversion on record. In the late 80s, the yield curve remained inverted for over two and a half years before a recession. In continuation of the first quarter, equity markets did quite well again, with most reaching new highs during the quarter. The strength was primarily driven by a narrow segment of the market, notably technology. Host: Kevin Minas, CFA, MBA, CAIA, Institutional Portfolio Manager Guest: Crista Caughlin, CFA, Portfolio Manager For more details and full transcript visit: https://www.mawer.com/the-art-of-boring/podcast/quarterly-update-q2-2024 This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer 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 Mawer at https://www.mawer.com. Follow us on social: LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/ Twitter - https://www.twitter.com/mawer_Invest

Pull Up a Chair with CFA Society Boston
Path to Success: A Conversation with Jean Hynes

Pull Up a Chair with CFA Society Boston

Play Episode Listen Later Jun 28, 2024 35:34


In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.   Show notes As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North America, Europe, and APAC. Her strategic business priorities include globalizing the firm; advancing diversity, equity, and inclusion; integrating technology throughout the business; and positioning the firm for the future of active management. Throughout her nearly 30 years at Wellington, Jean has researched the pharmaceutical and biotechnology industries, as well as served as a health care portfolio manager and leader of the Health Care Team. One of five female CEOs among the top 20 asset management firms, Jean is the recipient of multiple industry awards. Since 2014, she has served as one of the firm's three managing partners, who are collectively responsible for the governance of the Wellington Management partnership. She works in our Boston office.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

Retire With Ryan
Understanding Current Trends in ETFs with Matthew Bartolini, CFA, CAIA, #206

Retire With Ryan

Play Episode Listen Later Jun 18, 2024 24:10


What are the current trends with ETFs? What's happening in the fixed-income market? How can investors tackle current challenges? Matthew Bartolini, CFA, CAIA—the head of ETF Research at State Street Global Advisors—joins me to dissect the ETF market and how investors can handle volatility.  Matthew believes the ETF market will only continue to grow and create opportunities for long-term wealth. He shares how to navigate the factors that impact the market—including Federal Reserve policy, elections, and general trends—in this episode of Retire with Ryan.  You will want to hear this episode if you are interested in... [1:30] Learn more about Matthew and State Street [2:27] The research on investing and election years [4:54] The current trends in Exchange-Traded Funds (ETFs) [9:20] What's happening in the bond market [11:21] Balancing risks while prioritizing diversification [13:52] Understanding volatility and yield curves  [15:37] Why not put all of your money into corporate bonds? [17:19] The uncertainty we're facing with the Fed [20:42] Build a strong foundation for your future Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Connect with Matthew Bartolini on LinkedIn ETF Costs and More with Matthew Bartolini Advanced ETF Concepts with Matthew Bartolini Elections and Equities: The Impact of the US Election on Sector Investing Get more information on trends at SSGA.com Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan

NerdCast
Caneca de Mamicas 140 - Não caia no conto do vigário

NerdCast

Play Episode Listen Later Jan 27, 2024 81:11


Na década de 90 Will Smith protagonizava uma obra de ficção que falava sobre vigilância, controle e invasão de privacidade. Mas nem o mundo da fantasia conseguiu imaginar coisas tão mirabolantes quanto o que estamos enfrentando nos dias de hoje! Novos golpes surgem diariamente e com certeza você conhece alguém que já caiu em pelo menos um… Mas, meu amooor, tudo na vida tem risco portanto não entremos em pânico! O que temos que fazer é procurar nos informar e tomar as devidas precauções para evitar cair no conto do vigário! Então aperta o play pra ouvir o papo descontraído e esclarecedor que tivemos com o delegado, professor e escritor Bruno Freitas e ficar por dentro de algumas dicas úteis para aplicar no dia a dia! ARTE DA VITRINE: Felipe Camêlo Baixe Versão Wallpaper da Vitrine REDES SOCIAIS Bruno Freitas - @brunogilaberte Andreia Pazos - @deiaduboc Agatha Ottoni - @agathaottoni Mande suas histórias, críticas, elogios e sugestões para: canecademamicas@jovemnerd.com.br EDIÇÃO COMPLETA POR RADIOFOBIA PODCAST E MULTIMÍDIA

NerdCast
Caneca de Mamicas 140 - Não caia no conto do vigário

NerdCast

Play Episode Listen Later Jan 27, 2024 81:11


Na década de 90 Will Smith protagonizava uma obra de ficção que falava sobre vigilância, controle e invasão de privacidade. Mas nem o mundo da fantasia conseguiu imaginar coisas tão mirabolantes quanto o que estamos enfrentando nos dias de hoje! Novos golpes surgem diariamente e com certeza você conhece alguém que já caiu em pelo menos um… Mas, meu amooor, tudo na vida tem risco portanto não entremos em pânico! O que temos que fazer é procurar nos informar e tomar as devidas precauções para evitar cair no conto do vigário! Então aperta o play pra ouvir o papo descontraído e esclarecedor que tivemos com o delegado, professor e escritor Bruno Freitas e ficar por dentro de algumas dicas úteis para aplicar no dia a dia! ARTE DA VITRINE: Felipe Camêlo Baixe Versão Wallpaper da Vitrine REDES SOCIAIS Bruno Freitas - @brunogilaberte Andreia Pazos - @deiaduboc Agatha Ottoni - @agathaottoni Mande suas histórias, críticas, elogios e sugestões para: canecademamicas@jovemnerd.com.br EDIÇÃO COMPLETA POR RADIOFOBIA PODCAST E MULTIMÍDIA

The Highwire with Del Bigtree
Episode 349: PLANET PANIC

The Highwire with Del Bigtree

Play Episode Listen Later Dec 9, 2023 116:11


Religious Exemptions Attacked By NY Times; Chinese White Lung Pneumonia Hits U.S.; Unexpected Twist In Unsanctioned Chinese Biolab In California; The Latest Talking Points from Climate Change ‘Experts' Are Getting Ridiculous; Will ESG Be the Downfall of the Free Economy?Guests: Jefferey Jaxen, Utah State Treasurer Marlo Oaks, CFA, CAIA