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Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways • Industry economics and motivations of stakeholders and constituents • Applications and limitations of formal valuation and accounting guidance • Characteristics and valuation implications of payment-in-kind (PIK) features • Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host: Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. UPCOMING: Business Valuation School - Dec 1-5, Live online JUST MISSED: AICPA FVS Conference, Oct 27-29, 2025 - you can purchase sessions and the handouts. Please see here Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides • Valuation of Privately Held Companies Equity Securities Issued as Compensation • Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives • 409A Valuations – What you Need to Know • SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways • Industry economics and motivations of stakeholders and constituents • Applications and limitations of formal valuation and accounting guidance • Characteristics and valuation implications of payment-in-kind (PIK) features • Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host: Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode - click here to leave us a review Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. UPCOMING: Business Valuation School - Dec 1-5, Live online JUST MISSED: AICPA FVS Conference, Oct 27-29, 2025 - you can purchase sessions and the handouts. Please see here Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides • Valuation of Privately Held Companies Equity Securities Issued as Compensation • Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives • 409A Valuations – What you Need to Know • SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com
Don't underestimate the power of your voice.In my conversation with Urmi Hossain, CFA, CAIA we touched on how we can use our voice to address issues BUT so many of us are reticent to do so.Give my conversation with Urmi a listen it is sure to spark some thinking about careers, how we communicate, goal and more.https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7MAnd I encourage you to reach out to Urmi when you need a bit of motivation.
Language can = a superpower.I had a wonderful conversation with Urmi Hossain, CFA, CAIA, the links to the full conversation are below. Urmi shares so many ideas and really, as far as I am concerned, gives us that golden permission to try stuff and think of ourselves.I loved this moment where she talked about the power of language.I am working at getting my French back up to speed at the moment. What are your thoughts on languages as a tool that gives you an edge?https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7M
"Where are you from?" For many, it's a simple question. For Urmi Hossain, CFA, CAIA, it was a source of struggle after moving to Canada.Instead of choosing between her Italian birth and Bengali blood, she decided to embrace both and create her own identity. Learn how she transformed this challenge into a unique strength on the new episode of TheJamesCasts.Listen to the 30 minute conversation on Spotify .https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7M
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
InvestOrama - Separate Investment Facts from Financial Fiction
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
I had a wonderful conversation with Urmi Hossain, CFA, CAIA, author, podcaster, finance wiz, and leadership coach. We touched on her experience growing up as a third culture kid.Honestly, talking with Urmi made me reflect on why more of us don't take the time to put pen to paper and share our own stories.Catch our 30-minute conversation here on Spotify.
#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!
Assine a nossa newsletter e fique sempre bem informado - https://substack.com/@corridanoarCuidado com as fraudes envolvendo as inscrições da São Silvestre, organização decide tirar a Corrida de Reis de Cuiabá do percurso histórico com uma desculpa esquisita, apareceu quem vai executar a Maratona oficial de BH e eu fui em um evento da Asics na Mercado Livre Arena.O Corrida no Ar News é produzido diariamente e postado por volta das 6 da manhã.
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.
Nya lanseringar, nya produkter, nya varumärken! Hösten tågar in tillsammans med spännande beauty på den svenska marknaden. I veckans avsnitt blir det därför snack om vilka märken och formulas som Emma och Frida ser fram emot att utvärdera senare i höst. Bland annat pratar de om Goop Skin Care, Rhode Skin och CAIA. Dessutom får vi veta mer om den virala makeup-trenden: Stockholm Makeup!Klipps av Gabriella Lahti. Hosted on Acast. See acast.com/privacy for more information.
Nya lanseringar, nya produkter, nya varumärken! Hösten tågar in tillsammans med spännande beauty på den svenska marknaden. I veckans avsnitt blir det därför snack om vilka märken och formulas som Emma och Frida ser fram emot att utvärdera senare i höst. Bland annat pratar de om Goop Skin Care, Rhode Skin och CAIA. Dessutom får vi veta mer om den virala makeup-trenden: Stockholm Makeup!Klipps av Gabriella Lahti. Hosted on Acast. See acast.com/privacy for more information.
Não trate um paciente para ICFEP sem conhecer o verdadeiro diagnóstico. Ajude o clínico a definir melhor o caso com o Ecoestresse em bicicleta para diástole
InvestOrama - Separate Investment Facts from Financial Fiction
The season finale of Investology! Marco Aboav, CEO of Etna Research delivers a contrarian take on the current state of AI and automation in financial services. The real challenge now is not technology, but change management, for operational efficiency. But not as a magic bullet for generating alpha. The real edge comes from domain expertise, data selection, and sophisticated modeling—areas where AI can assist but not replace human judgment. Enjoy the episode and the summer - see you in September.Key Takeaways:* The innovation cycle in AI for finance is already peaking—most essential tools and workflows are already available.* The next frontier is not more technology, but how organizations manage change, optimize teams, and handle data in a world of brutal efficiency.* Incumbents can still fight back against pricing pressure through operational efficiency and smart management decisions.* Big tech companies may struggle to succeed in verticals like finance, where high accuracy and deep integration are required.* The “frontier” is in highly specialized, vertical applications, not in generic AI solutions.About Marco Aboav:Marco Aboav is the CEO and Founder of Etna Research, specializing in the intersection of AI, data, and financial services. With deep expertise in operational efficiency and technology integration, Marco brings a unique perspective on the challenges and opportunities facing the industry today.”I fell in love with AI's potential to transform investing back in 2009 while wrestling with my engineering PhD. Since then, I've spent my career in financial services—across buy and sell-side roles in London—building businesses, managing money, and applying AI to capital markets.”Connect with Marco Aboav:* LinkedIn: https://www.linkedin.com/in/marco-jean-aboav/* Website: Etna Research 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:* Previous episode with Marco: * Perplexity for Finance: https://www.perplexity.ai/finance* Anthropic's MCP protocol: https://www.anthropic.com/news/model-context-protocol* Finbourne's MCP announcement: https://www.finbourne.com/finbourne-unlocks-compliant-agentic-ai-for-the-investment-industry-powered-by-mcp/* Anthropic for Financial Services: https://www.anthropic.com/solutions/financial-servicesEtna's recent publications* Diversification an Ephemeral Illusion: https://etnaresearch.notion.site/Diversification-An-Ephemeral-Illusion-231457fd575a800ead88c99086368e8a?pvs=74* Backtest Roulette: https://etnaresearch.notion.site/Backtest-Roulette-238457fd575a80dc8c27dc8e7574ed40Timestamps & Topics:00:00 – Introduction: Data Challenges04:00 – Introduction to Agent AI for Data Management06:39 – Simplifying Data Processes with AI08:47 – The Role of Data in Gaining Competitive Edge13:06 – Generative AI in Financial Services: Commodity or Edge?19:13 – Operational Efficiency and AI Adoption25:03 – Verticalization and High-Precision Problems40:30 – The Future of AI in Investment Management 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
Can Harvard use its huge endowment to make up for the federal funds frozen by Pres. Trump?
InvestOrama - Separate Investment Facts from Financial Fiction
A deep dive into the inner workings of hedge funds and quantitative investing, with Dr. Richard Saldanha, a seasoned quant, former hedge fund manager, and now an academic and consultant.Richard shares stories from his career, including cautionary tales of fraud, and offers a contrarian take on the democratization of finance. Learn why adaptability, skepticism, and data quality are more important than ever in today's markets.Watch it on Substack or listen on your preferred podcast app.Key Takeaways:* Data quality and access are critical—and often underestimated—challenges in finance.* Market inefficiencies persist, and quants thrive by exploiting them, but adaptability is key.* Many hedge fund strategies have become commoditized; true innovation is rare and valuable.* The democratization of investing is driven by ETFs, not hedge funds or private equity.* Due diligence is essential—fraud and misrepresentation still occur at the highest levels.Related episodes:* Previous episode with Dr. Richard Saldanha on AI * Marco Aboav: Quant Trading from Data to Alpha* Jim Simons, Renaissance Technologies & The Quant Revolution | Greg ZuckermanResources Mentioned:* Renaissance Technologies* AQR Capital ManagementConnect with Dr. Richard Saldanha:* On LinkedIn* Oxquant (Richard's consultancy)Timestamps & Topics:[00:00] - Introduction to Dr. Richard Saldanha - an insider's look at hedge funds.[00:36] - The Importance of Financial Data[01:55] - Quantitative Trading and Market Inefficiencies[03:34] - Challenges in Hedge Fund Strategies[05:20] - Renaissance Technologies: Ahead of the Game[07:55] - The Evolution and Challenges of Hedge Funds[09:41] - The Democratization of Investments[13:38] - Private Equity vs. Hedge Funds[18:18] - Cautionary Tales: Fraud in Hedge FundsAbout 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 watch on YouTube.Thanks for reading Investology: re-think investment management! Subscribe for free to receive new posts and support my work.My Investing & Investment Management channelsInvestorama - 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 YouTube channelNewsletter 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
The Chief Investment Officer at Christian Brothers Services, Steve Sliwinski, offers a highly approachable yet technically sound guide to nonprofit investment strategy. With decades of financial experience and dual designations as CFA and CAIA, Steve breaks down how organizations—regardless of size—can begin managing and growing their financial assets responsibly.From policy benchmarking and committee structure to modern investment tools and trends like IP transfers and crypto, Steve's insights will help demystify what can often be an intimidating subject. This episode is a must-watch for boards, CFOs, and executive leaders seeking clarity on how to begin—or refine—their investment approach.The discussion begins with a history of Christian Brothers Services, which evolved from a cooperative model among Catholic schools into a nationwide provider of retirement, insurance, and investment services for thousands of institutions. This story serves as an example of scalable collaboration and strategic vision, offering NPO's a compelling model for shared resource management.Steve explains that waiting for a major windfall to begin investing is outdated thinking. “It's certainly not out of reach to create a well-diversified portfolio with under $100,000,” he shares, emphasizing that even small recurring contributions—like payroll-deducted retirement savings—can grow into substantial assets over time. The message: nonprofits don't need to be large to think long-term.Much of the conversation centers around the role of the investment committee. Steve offers a fresh take, stating that technical expertise isn't always necessary. What matters most is “a long-term orientation and strategic mindset.” Ideal committee size? Three to seven individuals with high-level focus, not necessarily financial professionals.The conversation, with host Julia Patrick, continues into policy development and investment alignment with mission. Steve discusses how ESG (environmental, social, governance) or values-based screening—once costly—is now affordable and feasible even for small organizations. He encourages nonprofits to create an investment policy document in partnership with a consultant or a platform like Vanguard or Fidelity to ensure thoughtful, repeatable decision-making. He stresses the importance of sticking with the strategy through market fluctuations: “Set the policy at the beginning, know why it exists, and abide by it—especially in difficult times.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show
Interview recorded - 3rd of July, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming back Marko Papic. Marko is chief strategist at at BCA Research. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.During our conversation we spoke about Marko's current thoughts on the geopolitical landscape, his framework, trading geopolitics, current flashpoints and impact on the markets. I hope you enjoy!0:00 - Introduction1:33 - Geopolitical framework5:58 - Trading geopolitics13:45 - Trump & Putin16:52 - Geopolitics the past 10 years27:03 - Russia, Middle East & Taiwan40:21 - Impact on markets?Marko is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.At BCA, Marko leads the firm's premier service, BCA Access, that allows clients to unlock access to custom research and the vast expert network that BCA has cultivated over its 76 year history.Previously, Marko was a partner at an alternative asset management firm in California where he provided his investors and clients with controversial market calls, bold views, and around-the-clock research. He helped seed global macro hedge funds and curate several funds, across public and private markets. His work on incorporating geopolitics into the asset management industry has become part of the CAIA curriculum.Born in Belgrade, Serbia, he has lived in Iraq, Jordan, Switzerland, Canada, and the U.S. He has lectured at the top universities and you'll frequently see him in global news media.Marko Papic - X - https://x.com/Geo_papicResearch - https://www.bcaresearch.com/Geopolitical Alpha - https://www.geopoliticalalpha.com/Geopolitical Cousins - https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017WTFinance -Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes -https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.vecteezy.com/photo/55370299-abstract-digital-world-map-illuminated-with-red-lines-and-nodes-showcasing-global-connectivity
03rd July: Blockchain DXB podcast
Max Verstappen vai trocar a Red Bull pela Mercedes? Ou está apenas usando as negociações como estratégia? Nesta live, vamos analisar tudo o que está rolando nos bastidores da F1, as cláusulas de saída do contrato de Verstappen, o interesse da Mercedes e até os rumores de um possível sabático do piloto em 2026.▶️ Tópicos que vamos discutir:As conversas entre Verstappen e MercedesCláusulas de saída do contrato com a Red BullA crise de performance da Red Bull em 2025A possível aposentadoria temporária de VerstappenO futuro de Russell e a estratégia da Mercedes
TitleClosing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at EllevestGuestDr. Sylvia Kwan, CFA®, CAIA®CEO & CIO EllevestWebsitewww.ellevest.comAbout Dr. KwanDr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and Charles Schwab. She also serves on the Board of Exit 182, the investment committee that oversees the endowment of Grinnell College.Disclosure© 2025 Ellevest, Inc. All Rights Reserved.The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice.Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.The information provided does not take into account the specific objectives, financial situation or particular needs of any specific person.Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Membership fees and additional information can be found at www.ellevest.com.
Arron Filbeck, CFA tells us what CAIA has planned for this year
Send us a textWondering if you need the CFA to break into banking? Curious what the SIE is, or whether a CPA helps you land a role in private equity? You're not alone—exam questions are by far the most common DMs we get. So in this episode, we finally break it all down.We're joined by Joyce Schnurr, Senior VP at Kaplan, who walks us through the differences between licensing (SIE, Series 7, 63, 79) and credentials (CFA, CPA, CFP, CAIA), who actually needs them, and how they impact your finance career. Whether you're entering investment banking, sales & trading, asset management, or wealth advisory, we cover which exams matter—and which ones don't. We also talk exam structure, pass rates, and how new rules may let you fund prep with a 529 plan.Plus, we dive into the latest market drama—TACO (Trump Always Chickens Out), bond market crowding, and the beauty M&A boom featuring Hailey Bieber's near-billion-dollar deal. As always, it's markets, career advice, and pop culture—through a Wall Street lens.For more information about Kaplan, check them out HERETo connect with Joyce Schnur on LinkedIn, find here HEREShop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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.
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)
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.
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.
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.
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.
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 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
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
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
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/
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.
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
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
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/
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
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)
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
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