Podcasts about CFA

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Best podcasts about CFA

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Latest podcast episodes about CFA

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - October 16, 2021

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Oct 16, 2021 45:04


This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Michael Griffin, CWS®, and Financial Planner Adam Stadalius, CFP®, to discuss inflation with the release of the September Consumer and Producer Price indices. Michael and Adam continue the inflation discussion with this week's case study where an investor learns he is receiving a meaningful cost of living adjustment in his Social Security benefits; however, he is still concerned that inflation will significantly eat into his retirement income. The financial experts discuss how Henssler factors inflation into a client's spending projections. The hosts round out the show answering listeners' questions on health insurance and a cryptocurrency exchange-traded fund.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of October 11—October 15, 2021Case Study: Social Security COLA increase and factoring in inflation in retirement planningQ&A Time: Health insurance in your 20s and a cryptocurrency ETF

This Week in Intelligent Investing
David Spiegelhalter on Risk and the Use (and Misuse) of Statistics | Suprising Market Internals

This Week in Intelligent Investing

Play Episode Listen Later Oct 16, 2021 50:33


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) an interview with Sir David Spiegelhalter on risk and the use (and misuse) of statistics, published in the Financial Times on April 16, 2021; and (ii) a table from Morgan Stanley, showing that more than 90% of stocks have declined more than 10% from their YTD highs (>30% for Nasdaq and Russell 2000 stocks) even as the market indices remain only a few percentage points off their highs. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

CFA Society Chicago
Investment Exchange Forum – Risk in the Chinese Economy

CFA Society Chicago

Play Episode Listen Later Oct 14, 2021 29:59


CFA Society Chicago member Tony Zhang, Ph.D., GMP, MBA, CFA, turns the tables on regular podcast host, Rich Excell, CFA to discuss Evergrande and volatility in the Asian markets. Connect with Tony on LinkedIn https://www.linkedin.com/in/tony-zhang-ph-d-gmp-mba-cfa-507ab56/    Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  For more episodes go to www.cfachicago.org/podcasts

Fiduciary Insights
Q4 Market Outlook: The Art of Storytelling

Fiduciary Insights

Play Episode Listen Later Oct 12, 2021 29:49


After a strong first half of the year, developed equity markets paused in the third quarter as Covid cases rose and U.S. policy uncertainties weighed on investors. In our Q4 Market Outlook podcast, Fiduciary Trust's President & CEO, Austin V. Shapard, and Chief Investment Officer, Hans F. Olsen, CFA, discuss the current economic landscape and the expected drivers of future growth, the potential impact of proposed federal tax law changes and possible reduction in Federal Reserve asset purchases, the current level of the market and potential risks, and our investment outlook by asset class.   View the video version here with closed captions View other insights 

Money Talks Radio Show - Atlanta, GA
Case Study: The Risk of Retiring in a Down Market

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Oct 12, 2021 12:57


Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it. Read the Article: https://www.henssler.com/mitigating-sequence-risk-with-the-ten-year-rule 

The Long View
Dhananjay Phadnis: 'ESG Investing Is Still at a Very Early Stage in Asia'

The Long View

Play Episode Listen Later Oct 12, 2021 52:04


Our guest this week is the Dhananjay Phadnis. DJ is the manager of the Fidelity Sustainable Asian Equity strategy, which he has run since 2013. DJ joined Fidelity as an analyst in 2004 and has served in a number of roles during his tenure, including stints managing Fidelity Indonesia Fund as well as Fidelity's director of research in Hong Kong. DJ graduated from Pune University in India and holds a postgraduate degree in management from the Indian Institute of Management. He is a CFA charterholder and an associate of the Institute of Chartered Accountants of India.BackgroundBioFidelity Sustainable Asia Eq A-Dis-EURChina“Fund Update--Sustainable Asia Equity,” by Dhananjay Phadnis, fidelity.co.uk.com, Aug. 25, 2021.“Capitalising on Asia's Sustainability Transition,” by Dhananjay Phadnis, fidelity.co.uk.com, July 12, 2021.“On the Hunt for Sustainable Growth in Asia,” by Dhananjay Phadnis, fidelity.co.uk.com, April 21, 2021.“Seven Themes That Investors in Emerging Asia Have to Watch,” by Gary Jackson, trustnet.com, Feb. 15, 2019.ESG“Sustainability Is Key for Value Creation,” by Dhananjay Phadnis and Flora Wang, fidelityinternational.com, March 2, 2021.“DJ Phadnis: A Commitment to Sustainable Practices Can Improve Long-Term Value,” YouTube video, Fidelity International, March 25, 2021.“An Active Approach to ESG Investing Is Key for Investors Trying to Drive Sustainable Change in Asia,” by Dhananjay Phadnis, linkedin.com, Sept. 20, 2021.“Investors Eye Early Stage Sustainability,” esgclarityasia.com, July 15, 2021.“ESGenius: A Sustainability Lens Can Help Discern the Trends That Matter,” by Dhananjay Phadnis, fidelityinternational.com, June 10, 2020.Investing and Stocks“Jason Hsu: China Is ‘the Last Great Remaining Alpha Reservoir,'” The Long View Podcast, Morningstar.com, April 21, 2021.“Martin Lau: Now Is a Better Time to Buy China,” The Long View Podcast, Morningstar.com, Aug. 3, 2021.“Asia Equities: Bottom-Up, Stock Specific Opportunities Abound,” by Dhananjay Phadnis, fidelity.com.“Macau, China's Casino Capital, Has Enjoyed a Decades-Long Winning Streak. It Might Finally End,” by Eamon Barrett, fortune.com, Sept. 16, 2021.

Research Insights, a Society of Actuaries Podcast
Discussion of Efficient Computational Structure of Nested Stochastic Modeling

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Oct 11, 2021 14:39


Listen to Victoria Zhang, FSA,FCIA talk about Discussion of Efficient Computational Structure of Nested Stochastic Modeling with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at researchinsights@soa.org.

This Week in Intelligent Investing
Duration, Terminal Value, and FOMO | Great Investing Texts to Re-Read Often

This Week in Intelligent Investing

Play Episode Listen Later Oct 10, 2021 51:05


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) duration, terminal value, and the "fear of mission out"; and (ii) investing articles and texts that belong in every investor's "re-read" folder. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

CFA Society Chicago
Investment Exchange Forum – Asian Crypto Ecosystem

CFA Society Chicago

Play Episode Listen Later Oct 7, 2021 42:16


CFA Society Chicago member Rich Excell, CFA, chats with Katt Gu, Direct of Compliance at Dimension and Suji Yan, Founder at Dimension on Asia's digital asset ecosystem. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Suji on LinkedIn https://www.linkedin.com/in/tedkoyan/ Connect with Katt on LinkedIn https://www.linkedin.com/in/katt-gu-5672688a/ For more episodes go to www.cfachicago.org/podcasts

Let Me Introduce You
S3E2 - The Long Kiss Goodnight

Let Me Introduce You

Play Episode Listen Later Oct 6, 2021 55:20


Graham continues our theme of FILMS FROM BU ALUMS with a CFA '79 Graduate KNOWN for her action roles...or rather...just the one. Geena Davis, a woman for the people, tried her best to advance female action stars with her role as Samantha Caine in 1996's action/crime/spy Thriller, The Long Kiss Goodnight. Written by action industry stalwart Shane Black (a script purchased for a record breaking $4 mil), the story opens with an idyllic suburban mother and teacher, Samantha -- a woman who woke up on a New Jersey beach 8 years ago with no memory and pregnant with her daughter, Caitlin. After a very lovely and Hallmark-worthy Christmas party, Samantha is injured in a car crash -- a crash which stirs up memories of her past, and memories of a blonde, badass smoker named Charly, Samantha's alter-identity. Meanwhile, an incomparable and charming Samuel L. Jackson plays private detective Mich Hennessy, a man Samantha hired to uncover her past, and a man who winds up getting the crap kicked out of him mercilessly this entire film. Mitch and Sam team up with Charly's old boss (played by Brian Cox) to uncover a secret plot between the CIA and an organization known as Deadalus -- former villains Charley was investigating before her self-induced amnesia, led by dreamy Craig Bierko (another BU attende!). So join your favorite BU alum podcasters here as we discuss Queen Geena's valiant attempt to forward women in the action genre, and how we think that whatever Samantha's memory is attempting to dislodge, much like Brian Cox's dog who has been licking its asshole for the past hour), is either gone for good, or there to stay. Wouldn't you agree? See acast.com/privacy for privacy and opt-out information.

Research Insights, a Society of Actuaries Podcast
Catastrophe and Climate Strategic Research Program Launch

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Oct 6, 2021 29:01


Listen to Sara Goldberg, FSA, MAAA and Didier Serre, FSA from the  Catastrophe & Climate Program steering committee discuss the program launch with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at  researchinsights@soa.org

Money Talks Radio Show - Atlanta, GA
Case Study: Life Insurance Policies Are Being Sold to Private-Equity Firms

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Oct 5, 2021 22:59


Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments. Read the article: https://www.henssler.com/life-insurance-policies-are-being-sold-to-private-equity-firms/ 

All The Credit
Emerging Market Debt: Glass Half Empty or Half Full?

All The Credit

Play Episode Listen Later Oct 5, 2021 35:07


Episode 20 of All The Credit® covers the current topics impacting emerging markets– idiosyncratic issues, the unique inflationary challenges facing EM nations, how developed markets impact the sector, China, and more. Cathy Hepworth, CFA, Head of Emerging Markets Debt, joins Host and Senior Portfolio Manager Michael Collins, CFA, to provide her insights on what her team is watching across the range of emerging market strategies managed at PGIM Fixed Income. (Recorded on September 29, 2021)

The Treasury Career Corner
Why Learning is Not a Luxury in Treasury with Mina Nasif

The Treasury Career Corner

Play Episode Listen Later Oct 5, 2021 32:25


Learning doesn't end when you become qualified, get a degree, or get hired in treasury. It's an ongoing process for individuals, treasury departments, and the industry as a whole. To talk all about learning and adapting in treasury, Mina Nasif, the Chief Visionary Officer “CVO” at Beacon FinTrain, joins this episode of The Treasury Career Corner.  Mina is also, on a voluntary basis, the Managing Director, Partnerships, MEA with AFP. He's a Certified Treasury Professional and a former CTP Instructor and Corporate Treasury Consultant. He was previously the CEO at Beacon FinConsult and the Group Treasury Manager at TAQA Arabia. Beacon FinTrain is one of the leading providers in Financial Learning & Development solutions in Egypt and the MENA. They provide an array of professional business and financial training services that stem from improving a corporate's treasury workflow — all the way to implementing efficient finance training programs. With a proven track record of world-class financial training for more than 15 years, Beacon has become ‘The Ideal Financial Lecturer' for many leading organizations, either developing its employees or consulting its financial records. They are also an authorized learning partner by AFP, FMI, and the Frankfurt School of Finance. They provide CTP, FP&A, CFM, CFA, ACI-DC, and IFRS certifications. On the podcast we discussed… What it's like to work in global treasury Why it's so important to build relationships in this industry How learning is not a luxury and is key to adapting as an individual or a company How treasury has adapted to the pandemic Why treasurers should use a digital treasury management system Why perseverance is a key skill you need for a career in treasury You can connect with Mina on https://www.linkedin.com/in/mina-nasif-ctp-amct-aci-dc-cpt-8a7a1824/ (LinkedIn). Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. https://treasuryrecruitment.com/jobs (Find out more here). Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts https://podcasts.apple.com/gb/podcast/the-treasury-career-corner/id1436647162#see-all/reviews (click here)!

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - October 2, 2021

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Oct 2, 2021 45:40


This week on “Money Talks,” Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the week's market action, housing news, and and unemployment. Jim discusses the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. He highlights the concerns that policyholders may be exposed to riskier underlying investments. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 27—October 1, 2021Case Study: Life Insurance Policies Being Sold to Private Equity Firms

Money Talks Radio Show - Atlanta, GA
Our Three Cents - Team Spirit

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Oct 2, 2021 16:19


Selling your business is a transaction you don't want to do alone. In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.

Bogleheads On Investing Podcast
Episode 038: Ted Aronson, host Rick Ferri

Bogleheads On Investing Podcast

Play Episode Listen Later Sep 28, 2021 52:10


Ted Aronson of AJO Partners joins me for a candid discussion about Vanguard's plans to bring private equity to the masses and their addition of actively managed funds to their Personal Advisor Services (PAS) program. We begin with a tribute to David Swenson, the late OIC of Yale Endowment and the founder of the Yale Model, commonly known in the investing world as the Endowment Model. David was outspoken about why individual investors should avoid private equity, and how difficult it is to pick active fund managers who will outperform the capital markets.    Ted joined Drexel Burnham Lambert in 1974 while still a graduate student. He was a member of the Quantitative Equities Group, which managed the Revere Fund, the first actively managed fund registered with the SEC to employ Modern Portfolio Theory. Prior to forming AJO, Ted founded Addison Capital Management. Ted was past chair of the CFA Institute and the Association for Investment Management & Research and is a CFA charterholder. He is also a trustee of Spelman College and chair of its investment committee.    This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free website at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads' have held national conferences in major cities around the country. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added on a regular basis. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.     This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.  

Money Talks Radio Show - Atlanta, GA
Case Study: Planning for Restricted Stock Units

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Sep 28, 2021 11:45


Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor's situation in planning for his compensation of Restricted Stock Units. Read the Article: https://www.henssler.com/restricted-stock-creates-a-need-for-financial-and-tax-planning 

Young Money with Tracey Bissett
EP213 Journey to Investing and Entrepreneurship with Anjali Pradhan, Dahlia Wealth

Young Money with Tracey Bissett

Play Episode Listen Later Sep 28, 2021 36:43


Anjali Pradhan, CFA, is an investment coach to women through her business Dahlia Wealth. She teaches women to invest their money so that they can grow their wealth and live a life filled with opportunity, and her services are offered through a unique online program called “Investing for Boss Ladies.” In this episode, Anjali will be joining the show to share her expertise on investments and explain how you can start getting involved in investing today. Listen in as she describes how to get diversification in your money and why you should always start investing at an early age rather than waiting. You will learn the benefit of hiring a professional or asking for help when you start thinking about investing, as well as several mistakes to avoid in the process. “When you are a business owner, you set the hours.” - Anjali Pradhan    This Week on Young Money: Anjali's background and how she got involved in finances. The challenges she faced as a woman in finances. How she has found a work-life balance. Success tips for investing. Why it is important to start investing at a younger age. Surround yourself with people who are also money conscious. Mistakes to avoid when investing your money. Key takeaways: Invest your money. Do your research. Maximize employee benefits. Manage your money. Be responsible. Connect with Anjali Pradhan: Instagram TikTok LinkedIn YouTube Resources Mentioned: Tracey Bissett – Money Coach YouTube Channel EP062 What is your Money Mindset? EP038 Investor Spotlight Part 1 EP039 Bitcoin and Other Cryptocurrencies Demystified with Alan Wunsche EP040 Investor Spotlight Part 2 EP047 Adventures with Crypto – 5 Lessons Learned with Digital Wallets and Buy Transactions EP179 Milli Moves: Bitcoin – Investing or Gambling? EP181 Milli Moves: How to Avoid FOMO When Investing EP189 Milli Moves: Non-Fungible Tokens (NFTs) Explained EP195 Milli Moves 5 Lessons Learned from My First NFT Purchase EP211 Milli Moves: How to Maximize your Employee Benefits Join us for the Financial Foundation to Entrepreneurial Peace Training - Learn the Keys to Financial Basics & Money Mastery With Money Coach Tracey Bissett Starting Monday, October 11. Register at bizpeace.com! This LIVE training has been specifically designed for future and existing entrepreneurs across all industries online and offline who want to proactively change the way they are handling their money matters and navigate the current environment with success. In this LIVE Training You Will Learn: Session 1: Cash Flow 101 & Why it is Important to Know your #s (Key #1) & Cash Flow Forecasting 101 (Key #2)Monday, October 11 at 2pm EST Session 2: Pricing 101 (Key #3)Tuesday, October 12 at 2pm EST Session 3: Stakeholder Conversations (Key #4)Wednesday, October 13 at 2pm EST Session 4: Putting into Practice your Full Set of Keys (Key #5)Thursday, October 14 at 2pm EST Bonus Sessions: Money Mindset, Success Stories & Q&AFriday, October 15 starting at 2pm EST If you want to make informed, powerful money decisions, you do not want to miss this important LIVE training. We kick things off on Oct. 11th so head over to bizpeace.com to get registered today. Rate, Share & Inspire Other Young Millionaires-in-the-Making  Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week's episode, head over to Apple Podcasts and leave us a rating and review. Visit our website to learn how easy it is to leave a review on Apple Podcasts. Don't forget to share your favorite episodes on social media!  Follow the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our LinkedIn Company Page, or by visiting our website.

Research Insights, a Society of Actuaries Podcast
“Uninsured Rate” Measurements and Health Policy Considerations

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Sep 27, 2021 16:56


Listen to Gregory G. Fann, FSA, FCA, MAAA, Consulting Actuary at Axene Health Partners, LLC discuss “Uninsured Rate” Measurements and Health Policy Considerations with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at researchinsights@soa.org.

The Acquirers Podcast
LBO Myth: Jeffrey C Hooke on private equity myths with Tobias Carlisle on the Acquirers Podcast

The Acquirers Podcast

Play Episode Listen Later Sep 27, 2021 41:07


Jeffrey C Hooke is a full-time finance lecturer at Johns Hopkins Carey Business School, an experienced investment banker and private equity professional. He is a keen observer of the institutional investment business, and he is the author of five books. A portion of his second book, “Security Analysis on Wall Street,” is used on the CFA exam. https://cup.columbia.edu/book/the-myth-of-private-equity/9780231198820 https://carey.jhu.edu/faculty/faculty-directory/jeffrey-hooke-mba ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I've launched a new podcast called The Acquirers Podcast. The podcast is about finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Firm: https://acquirersfunds.com/ Website: https://acquirersmultiple.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, bus

This Week in Intelligent Investing
Confidence vs. Overconfidence | Idea Generation and Getting to ”No” Quickly

This Week in Intelligent Investing

Play Episode Listen Later Sep 27, 2021 61:37


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) confidence vs. overconfidence; and (ii) idea generation, or how to get to "no" quickly in the investment process. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - September 25, 2021

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Sep 25, 2021 46:09


This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to cover the week's market news, including the Fed's two-day meeting on monetary policy and the potential impact of Chinese real estate developer Evergrande missing its interest payment on its U.S.-dollar bond. K.C. gives some guidance for an investor's situation in planning for his compensation of Restricted Stock Units. The show hosts round out the show addressing listeners' questions on the potential impact of Biden's tax plan for capital gains and Warren Buffett's picks of The Coca-Cola Company, Chevron Corporation, and Moody's Corporation.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 20—September 24, 2021Case Study: Planning for Restricted Stock UnitsQ&A Time: Biden's plans for capital gains and The Coca-Cola Co., Chevron Corp., and Moody's Corp.

Portfolio Intelligence
Debunking four fixed‐income investing myths

Portfolio Intelligence

Play Episode Listen Later Sep 24, 2021 19:28


Fixed‐income investors are making some false assumptions about the market that could negatively affect portfolios, according to Co‐Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA. Using fixed‐income data analytics and market history, the strategists debunk narratives such as the U.S. Federal Reserve tapering its bond purchases will automatically lead to higher U.S. Treasury yields. Listen to this podcast to avoid four fixed‐income myths in today's markets.

Exploring the Prophetic With Shawn Bolz
Exploring the Marketplace with Investor, Jesse Borst (S:1 - Ep 48)

Exploring the Prophetic With Shawn Bolz

Play Episode Listen Later Sep 24, 2021 35:10


Today on Exploring the Marketplace, Shawn Bolz & Bob Hasson interview Investor, Jesse Borst.  Jesse has a Master's degree in Finance and CFA designation, he is a multi asset portfolio manager with the responsibility of over $7 billion and working for an asset management company who is a leader in responsible investing. Next to that, he has passion for personal finance and shares his financial knowledge on his YouTube channel Money Principles. Tune in as Shawn, Bob and Jesse discuss what God is doing in the midst of difficult financial times, his calling to be an investor in God's Kingdom and his perception of what this looks like, and how he handles mistakes and what he has learned from the process. Jesse shares his principles and what he has learned over the years through his YouTube Channel.

Let Me Introduce You
S3E1 - Mommie Dearest

Let Me Introduce You

Play Episode Listen Later Sep 23, 2021 60:56


WE'RE BAAAAAACK! For our season 3 opener, we thought we'd go back to our roots...your three favorite podcasters, as wee babes, were once film and television students at Boston University. And what better way to celebrate that legacy than highlighting movies from BU Alums?! And what better alum to start with than Katie's favorite 1962 CFA graduate, Faye Dunaway? And what better film to highlight than the one that arguably killed her career, 1981's Mommie Dearest?! A bitter, harrowing look into the COMPLETE INSANITY that was SCREEN QUEEN Joan Crawford's life from 1939-1977, written from the point of view of her first adopted daughter, Christina Crawford. Based on the best-selling book of the same title, watch as Joan overcomes the insane amount of obstacles thrown at her on a daily basis: Children who just REFUSE to give all their toys away on their birthdays, who make ungodly messes, who won't help chop down rose bushes in the middle of the night, who won't eat rare steak when it's been left out for days, who have the AUDACITY to be anything more than FANS, boyfriends and husbands who have NEEDS, studios who won't give Joan her due respect...all this, and (say it with us) NO. WIRE. HANGERS. EVER! Welcome, dear listeners, to season 3 of Let Me Introduce You...this ain't our first time at the rodeo... See acast.com/privacy for privacy and opt-out information.

THE STANDARD Podcast
Morning Wealth | 2 ยักษ์ธุรกิจ ผนึกตั้ง AISCB เจาะตลาดสินเชื่อดิจิทัล | 22 ก.ย. 2564

THE STANDARD Podcast

Play Episode Listen Later Sep 22, 2021 65:46


2 ยักษ์ธุรกิจ ADVANC และ SCB จัดตั้งบริษัทร่วมทุน ‘เอไอเอสซีบี (AISCB)' เจาะตลาดสินเชื่อดิจิทัล รายละเอียดดีลนี้เป็นอย่างไร ค้นหา Investment Product ที่ความเสี่ยงต่ำ แต่ผลตอบแทนเอาชนะเงินฝากได้ รวมถึงการบริหารสินทรัพย์ในพอร์ตช่วงนี้มีคำแนะนำอย่างไร พูดคุยกับ ศรชัย สุเนต์ตา CFA ผู้ช่วยผู้จัดการใหญ่ ผู้บริหารฝ่าย SCB-CIO และผู้ช่วยผู้จัดการใหญ่ ผู้บริหารสายงาน Investment Office and Product ธนาคารไทยพาณิชย์

Money Talks Radio Show - Atlanta, GA
Case Study: Financial Planning Beyond Retirement

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Sep 21, 2021 15:19


Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor's situation who feels that he's done just fine with asset management and doesn't need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Read the Article: https://www.henssler.com/managing-portfolio-risk-with-financial-planning-in-retirement 

CLS's The Weighing Machine
The Importance of Client Portfolio Management with Clark Capital's Glenn Dorsey

CLS's The Weighing Machine

Play Episode Listen Later Sep 21, 2021 37:10


In today's episode, Rusty and Robyn talk with Glenn Dorsey, head of client portfolio management at Clark Capital Management Group. By the time he was 10, Glenn already had a deep fascination with the market and was trading stocks. In college, he double-majored in accounting and finance and got his CFA and CAIA designations. Glenn has been offering his expertise in portfolio management to well-known firms for more than three decades, putting Clark Capital's client advisor service on an explosive growth trajectory. Glenn talks with Rusty and Robyn about the impact of COVID resurgence and the effects of inflation and government debt on investment decisions. "It's like an analogy for turbulence. Would it be surprising if you need to put your seatbelt on for a little bit? No, not really. Is it something that we need to make major changes in the portfolio for? No, not really. Let's just be aware that all of the flights won't be 100 percent smooth all the time." ~ Glenn Dorsey Main Takeaways  Communication is the key to achieving high performance in an investment firm. Partners and financial advisors need to rally around the goal of delivering excellent results for clients. Advisors need to be observant of national and local pandemic mandates. The unknown nature of the pandemic makes open communication and ongoing education even more important.  Regardless of the inflation measure you're looking at, it's better to be invested and actively managing your portfolio than to hold back.  Most portfolios are balanced between areas that benefit from an economic reopening and those that benefit from work-from-home culture. Links Glenn Dorsey on LinkedIn Clark Capital Management Group The Only Way I Know by Jason Aldean Mitchell Hutchins Paine Webber FICO Federal Reserve Bitcoin Danny Meyer Psychology of Money by Morgan Housel Setting the Table by Danny Meyer Finding Mastery Podcast The Tim Ferriss Show Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 2368-OAS-8/24/2021

Research Insights, a Society of Actuaries Podcast
Aging and Retirement Issues for People of Different Races and Ethnicities – Essay Collection

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Sep 20, 2021 12:53


Listen to Steve Siegel, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary discuss the Aging and Retirement Issues for People of Different Races and Ethnicities – Essay Collection  with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. The Society of Actuaries' Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA)  released this collection of essays in response to a call for essays aimed to explore how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences. We welcome your questions or comments at researchinsights@soa.org.

This Week in Intelligent Investing
Investment Implications of Labor Shortages | Avoid Missing the Big Ideas in Investing

This Week in Intelligent Investing

Play Episode Listen Later Sep 18, 2021 55:58


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss (i) the prevalence of labor shortages in the US and their potential investment implications; and (ii) the tendency of investors to miss the "big ideas" due to a focus on financial valuation rather than qualitative insight. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - September 18, 2021

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Sep 18, 2021 45:09


This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to cover the week's market news, consumer prices, and what caused oil and petroleum companies to outperform this week. Jarrett takes a look at an investor's situation who feels that he's done just fine with asset management and doesn't need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than it is during your saving years. Finally the hosts round out the show answering listeners' questions on qualified charitable distributions and e-commerce company Shopify.Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 13—September 17, 2021Case Study: Financial Planning Beyond RetirementQ&A Time: Qualified Charitable Distributions and Shopify

Empower Women Pod - The Encore
EWS- Navigating Divorce- How your Financial Advisor Can Help

Empower Women Pod - The Encore

Play Episode Listen Later Sep 17, 2021 23:33


We'd like to thank you for attending our September 14th Empower Women event, Navigating Divorce- How your Financial Advisor Can Help, hosted by Betsy Lavoie, CFA and Susie Panduku, CPA, CFP® of Lexington Wealth Management. Divorce can be both emotionally and financially draining.  Working with a financial advisor can help one stay on track, make the process of pulling together financial information not onerous, and help one in understanding what a particular settlement means for a unique situation.  Betsy and Susie discussed the importance of having a financial advisor to turn to for support as you or someone you care about prepares for a significant life change. Elizabeth Lavoie, CFA, has been working closely with wealthy individuals and families for more than 16 years. Prior to joining Lexington Wealth Management, she spent more than nine years as an Investment Officer at PNC, where she managed a portfolio of investment assets and worked with a team of advisors to build customized wealth management solutions. She also served high-net-worth investors at Eaton Vance Investment Counsel and Scudder Private Investment Counsel/Deutsche Private Wealth Management from 2001 until 2007. In her role as Wealth Advisor, Susie Panduku, CPA, CFP® works with a range of clients, some of which include family office clients. Given her background in tax compliance and planning as it relates to business owners, Susie enjoys the complexities and nuances that make each client relationship different.   To RSVP or see our future EWS events please visit our website at this link: Empower Women Events All EWS events are free and occur every second Tuesday of every month at noon. Currently, these events are offered via Zoom. Join us and spread the word. Let's continue empowering women.    General Disclaimer: Lexington Wealth Management is a team of investment professionals registered with Hightower Securities, LLC, member FINRA and SIPC & Hightower Advisors, LLC a registered investment advisor with the SEC. All securities are offered through Hightower Securities, LLC and advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk and there is no guarantee that the investment process described herein will be profitable. Investors may lose all of their investments. Past performance is not indicative of current or future performance and is not a guarantee. In preparing these materials, we have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public and internal sources. Hightower shall not in any way be liable for claims and make no expressed or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from them. This document was created for informational purposes only; the opinions expressed are solely those of the author, and do not represent those of Hightower Advisors, LLC or any of its affiliates. Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of Lexington Wealth Management or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on its behalf.  Hightower Advisors, LLC, does not guarantee the accuracy or safety of any linked site. Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client's individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.    

CFA Society Chicago
Investment Exchange Forum – Climate Change & Investing

CFA Society Chicago

Play Episode Listen Later Sep 16, 2021 40:25


CFA Society Chicago member Rich Excell, CFA, talks with Aon's Senior Managing Director, Liz Henderson and Managing Director, Katie Sabo about how companies and investors should model the effects of climate change on risk management. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Liz on LinkedIn https://www.linkedin.com/in/liz-henderson-025a628/ Connect with Katie on LinkedIn https://www.linkedin.com/in/katie-sabo-1336051a5/ Resources https://www.aon.com/reinsurance/wcc/default.jsp https://www.theclimateservice.com/ For more episodes go to www.cfachicago.org/podcasts

Centered on the Arts
Rebecca Carson (New Season & The New Times)

Centered on the Arts

Play Episode Listen Later Sep 14, 2021 29:17


We're back!! For the first episode of Season 2 of Centered on the Arts, Rebecca Carson, our Managing Director, keeps everything light and breezy as she excitedly announces the new 2021–2022 lineup of Presented Shows at Smothers Theatre, Raitt Recital Hall, and Lindhurst Theatre. Rebecca also gives the scoop of what the CFA has been doing during quarantine, as well details on the new changes we've implemented in anticipation of resuming live performances.  More info about the Center for the Arts can be found: https://arts.pepperdine.edu/visit/digital-resources.html  Music Composer: Jeremy Zerbe

Money Talks Radio Show - Atlanta, GA
Trusted Persons to Help with Financial Responsibilities as You Age

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Sep 14, 2021 14:10


Henssler Financial's Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable. Read the Article: https://www.henssler.com/trusted-persons-to-help-with-financial-responsibilities-as-you-age 

Guts, Grit & Great Business
How to Scale Your Genius

Guts, Grit & Great Business

Play Episode Listen Later Sep 14, 2021 54:39


With Jane Sagalovich, CFA, a business strategist and scaling mentor who is the founder of Scale Your Genius® where she is on a mission to rid the world of Crappy Online Courses™. Jane has helped hundreds of in-demand professionals create their online courses and programs with clarity, confidence, and ease. After 15 years in strategic roles for Fortune-500 companies that looked great on paper but left her heart wanting more, she left to build a business with a desire to help more people in less time. She now helps in-demand professionals serve as big as they desire and make a lot more money without sacrificing family time or risking burnout. Join us for this conversation where Jane shares about her background as an immigrant from Ukraine who came to the US at age 10, and the origins of her interest in business. You'll hear about her transition out of the corporate world and leaving a "dream job" to make a leap into entrepreneurship. She shares about what she learned in attempting to launch and build a business as part of a partnership, and what led to her finally going out on her own. Jane shares with us how she selected her ideal clients, and how she helps them cross the bridge from traditional business and professional practices to a more creative, profitable level in business. We talk about what challenges are in the way, how uncomfortable it can be to have "beginner's mind" if you are an established service provider or professional, and the vision to keep in mind that will help you move through the discomfort. Finally, learn how Jane helps her clients create a course that will change lives, some of the biggest mistakes people make in creating their first online course, and how Jane helps her clients navigate what to include in their course, which involves some of the most important decision making on a course creation journey.

The FORT with Chris Powers
#171: Chris Bloomstran - President & CIO at Semper Augustus - Finding Value in the Public Markets

The FORT with Chris Powers

Play Episode Listen Later Sep 14, 2021 120:32


Christopher P. Bloomstran, CFA, is the President and Chief Investment Officer of Semper Augustus Investments Group LLC. Chris has three decades of professional investment experience with a disciplined, value-driven approach to fundamental equity and industry research. Semper Augustus manages concentrated global equity portfolios of well-run, well-capitalized businesses with share prices trading below conservative appraisals of intrinsic value.  On this episode, Chris dives deep into his journey of founding Semper Augustus and his vast knowledge of Berkshire Hathaway. They also discuss his 2020 investor letter, what he thinks about the current market, value investing, and much more. Enjoy! (03:10) - Chris' Background & Career at Semper Augustus  (08:07) - Was it a no-brainer to take over this family capital or did you have reservations about it? (14:06) - Has your investment strategy been set by the initial family capital at Semper Augustus? (21:19) - What does ‘fundamental, value-driven investor' mean to you? (27:55) - What did you mean in your 2020 letter when you said it's the point of no return? 2020 SAI Letter - The Point of no Return (40:48) - If you were elected to be the Fed Chairman, what would you do? (49:26) - How do you get inspiration for new ideas and how much time do you spend about adding new things to your portfolio vs. thinking about what you already own? (54:39) - How do you help your analysts ‘clean up the universe'? (1:00:42) - Does China's direction worry you? (1:05:41) - How do you determine whether an org is practicing accounting integrity? (1:16:30) - Is there anything that more people should understand about Berkshire that is often overlooked? (1:24:53) - Is there something you think Warren should be doing with the cash on his balance sheet? (1:33:39) - Are you pleased with how Berkshire handled their covid situation? (1:41:36) - How do you think about a Berkshire without Warren Buffet? (1:51:31) -   What is one business that you wouldn't invest in, but that you also wouldn't short? (1:56:47) - How can people follow you and find your business? The FORT is produced by Johnny Peterson & Straight Up Podcasts

THE STANDARD Podcast
Morning Wealth | Ant Group โดนอีก! จีนเตรียมสั่งแยกแอปฯ ปล่อยกู้ออกจาก Alipay | 14 ก.ย. 2564

THE STANDARD Podcast

Play Episode Listen Later Sep 14, 2021 70:34


Ant Group โดนอีกแล้ว รัฐบาลจีนเตรียมสั่งแยกแอปพลิเคชันปล่อยกู้ออกจาก Alipay รายละเอียดเป็นอย่างไร ทำความรู้จักการลงทุนในบอนด์ หรือตราสารหนี้ มีกลยุทธ์ลงทุนอย่างไร พูดคุยกับ ศรชัย สุเนต์ตา CFA, ผู้ช่วยผู้จัดการใหญ่ ผู้บริหารฝ่าย SCB-CIO และผู้ช่วยผู้จัดการใหญ่ ผู้บริหารสายงาน Investment Office and Product ธนาคารไทยพาณิชย์

Power Lunch Live
Rhett Power with Keziah Robinson on Power Lunch Live

Power Lunch Live

Play Episode Listen Later Sep 13, 2021 32:22


Keziah Robinson, CFA is a business strategist, CEO coach, and investor. Described by her clients as a “shapeshifter” who “can coach business owners through any challenge at any stage of their business, Keziah holds a BS in Physics from Stanford University and an MBA from the Wharton School at the University of Pennsylvania. She serves on the advisory board of Private Packs, an innovator in the fast-growing femtech industry, and is currently working on her first book, Go Ahead, Be That Leader: How to Have Your Cake and Eat It Too. #Powerlunchlive #linkedinlive #femtech #strategy #coaching

Portfolio Intelligence
ESG investment strategies for today

Portfolio Intelligence

Play Episode Listen Later Sep 13, 2021 33:30


Cheryl I. Smith, Ph.D., CFA, portfolio manager at Trillium Asset Management, and Matthew A. Zalosh, CFA, portfolio manager at Boston Common Asset Management, join the podcast to discuss ESG investment strategy. The portfolio managers delve into the details of using environmental, social, and governance factors in investment portfolios. For example, when it comes to environmental impact, ESG managers are taking a close look at companies' use of renewable energy, recycling, and resource efficiency. Listen to this episode to get the experts' perspective on ESG investing.

This Week in Intelligent Investing
Why All News Seems to Be Good News | Sound Underwriting vs. Position Management

This Week in Intelligent Investing

Play Episode Listen Later Sep 12, 2021 56:35


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss (i) why all news seems to be good news in securities markets, and whether market cycles have actually been dampened or truncated or if that is an exaggeration; and (ii) the distinction between sound underwriting and position management, as illustrated by Elliot's example of Kambi Group. Enjoy the conversation!   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.   The content of this podcast is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this podcast. The podcast participants and their affiliates may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this podcast.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - September 11, 2021

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Sep 11, 2021 45:23


This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the market's performance, second quarter earnings and the Fed's Beige Book. D.J. and Peter discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being taken advantage of. Peter explains the different types of powers of attorney and when they are applicable. The hosts round out the show discussing the difference between Treasury bonds and Municipal bonds, and some undervalued stocks that appear to be able to handle inflation. Check out the show segments using the chapter controls in the player above.Market Roundup: Covering the week of September 7—September 10, 2021Case Study: Fiduciaries for SeniorsQ&A Time: Treasury vs. Municipal bonds, Haverty Furniture Companies, Post Holdings, and Ameris Bancorp

What's Your Spaghetti Policy
Between Two Buns

What's Your Spaghetti Policy

Play Episode Listen Later Sep 10, 2021 67:36


Just when you think you know a person, they drop knowledge of their deep love of hot dogs. Alex and Jakub are back together sans guests to talk about ESPN and how they got duped. Alex has an incident at CFA. He also brings a conversation up about no showing a wedding and if its ok to bill someone for not showing. Jakub's love for hot dogs knows no bounds. Twitch and hate raids along with an update on OnlyFans. Cancel culture has gone too far when something from 30 years comes up that no one is aware of. What would you do if you found a brick of cocaine on the beach? All WYSP social links-https://linktr.ee/WYSP

East to West
Sept. 10, 2021: CFA Professor Accused of Sexual Harassment, Mayoral Race Poll Updates, Remembering Graduate Kendall Castañeda

East to West

Play Episode Listen Later Sep 10, 2021 11:57


Content warning: this episode contains discussion of sexual assault.Cloudy days! Today on East to West, we cover sexual harassment accusations against a CFA professor, discuss the current standings of Boston's mayoral race, and remember recent BU graduate Kendall Castañeda.FEATURING: Veronica Thompson, Mia Parker, Jackson MacheskyWRITTEN BY: Veronica Thompson, Mia Parker, Jackson MacheskyEDITED BY: Mia ParkerBASED ON DFP PIECES BY: Jesús Marrero Suárez, Madhri Yehiya, Tanisha Bhat, Madison Mercado, Olga BenacerrafMUSIC:Acid Trumpet by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/3340-acid-trumpet License: http://creativecommons.org/licenses/by/4.0/Backbay Lounge by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/3408-backbay-lounge License: http://creativecommons.org/licenses/by/4.0/ Ultralounge by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5010-ultralounge License: http://creativecommons.org/licenses/by/4.0/ 

CFA Society Chicago
Investing in China – What Has Changed? with Brendan Ahern & Brett Bina, CFA, CAIA

CFA Society Chicago

Play Episode Listen Later Sep 9, 2021 49:03


Former CFA Society Chicago member Brett Bina, CFA, CAIA brings back KraneShares' Chief Investment Officer, Brendan Ahern to dig deeper in the topic of investing in China and what has happened over the last year. Connect with Brett on LinkedIn https://www.linkedin.com/in/brett-bina-cfa-caia-6a923b25/ and email brett.bina@gmail.com Connect with Brendan on LinkedIn https://www.linkedin.com/in/brendan-ahern-4858083/ and follow his blog at www.chinalastnight.com Follow KraneShares on LinkedIn https://www.linkedin.com/company/kraneshares and visit their website http://www.kranshares.com/ For more episodes go to www.cfachicago.org/podcasts

Success IQ
176 - Keziah Robinson : CEO Coach & Business Strategist

Success IQ

Play Episode Listen Later Sep 8, 2021 53:52


Keziah Robinson, CFA is a business strategist, CEO coach, and investor. Described by her clients as a “shapeshifter” who “can coach business owners through any challenge at any stage of their business,” Keziah helps small business CEOs navigate the operational and existential challenges of scaling up, pivoting, and/or selling a business they've put their blood sweat and tears into. As the founder of the independent advisory firm Cassia Partners, she provides tailored solutions that incorporate elements of design thinking and behavioural science. Keziah holds a BS in Physics from Stanford University and an MBA from the Wharton School at the University of Pennsylvania. She serves on the advisory board of Private Packs, an innovator in the fast-growing femtech industry, and is currently working on her first book, Go Ahead, Be That Leader: How to Have Your Cake and Eat It Too.

Remarkable Retail
Do Department Stores Have a Future? (Part 1) w/ Simeon Siegel and Ethan Chernovsky

Remarkable Retail

Play Episode Listen Later Sep 7, 2021 40:15


This week we go deep on the future of department stores with Simeon Siegel, senior retail & ecommerce analyst at BMO Capital Markets and Ethan Chernovsky, VP of marketing at Placer.ai. Our fast-paced discussion covers a lot of territory, from how department stores have evolved, to what we mean when we talk about "department stores" today, to whether recent positive news suggests a renaissance or more of a dead count bounce. We also separate the optimists from the pessimists by dissecting the prospects for malls and particular well known retailers.But first we open up the episode with our quick takes on recent retail news that caught out attention, including Allbirds IPO filing, more proof that the retail apocalypse narrative is just silly, Amazon's and Walmart's robust hiring plans and whether Chewy's earnings have more bark than bite. NOTE: We're now back to regular weekly episodes.Be sure to join us for Part 2, where Michael and Steve weigh in with their personal takes on whether department stores can escape "death in the middle."Also check out our newish  YouTube channel. Simeon Siegel, CFASimeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.  Simeon has been named a Rising Star of Wall Street by Institutional Investor, a Rising Star of Equity Research by Business Insider, a Top Stock Picker by StarMine and a Top Earnings Estimator by Thomson Reuters and Refinitiv. He has worked on the Institutional Investor #1 ranked All America Research Team for Specialty Retail and the Wall Street Journal's "Best on the Street" list of top analysts. He is in constant dialogue with investors and C-Level Management across the industry, analyzing and advising on the ever-evolving retail landscape. He is a regular guest on CNBC and frequently quoted across the media including The Wall Street Journal, The New York Times, Women's Wear Daily, The Business of Fashion, Barron's and Bloomberg, among others.  Simeon received a BA in Economics and Philosophy from Columbia University and is a CFA charterholder. He serves on the Boards of Read Ahead and the Hebrew Free Loan Society and is Vice Chair of the UJA Luxury Division. Steve Dennis is an advisor, keynote speaker and author on strategic growth and business innovation. You can learn more about Steve on his       website.    The expanded and revised edition of his bestselling book  Remarkable Retail: How To Win & Keep Customers in the Age of Disruption is now available at  Amazon or just about anywhere else books are sold. Steve regularly shares his insights in his role as a      Forbes senior contributor and on       Twitter and       LinkedIn. You can also check out his speaker "sizzle" reel      here.Michael LeBlanc  is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice.   He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career.  Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast,       The Voice of Retail, plus        Global E-Commerce Tech Talks  and       The Food Professor  with Dr. Sylvain Charlebois.  You can learn more about Michael       here  or on       LinkedIn. 

Tomorrow's Leader
#191 - Leading Through the Fork in the Road with Scott Shaw

Tomorrow's Leader

Play Episode Listen Later Sep 6, 2021 34:57


In today's episode, host John Laurito is joined by someone he's known for 20 years and the Chief Investment Officer of BASH Capital, Scott Shaw CFP, CFA. They talk about how Scott's life was before reaching a fork in the road and deciding to transition from being on the passenger seat to taking the wheel and get that CFA designation for himself. He also shares what it's like as a CFA, what he does, and how he can better help his clients than he ever could.Scott Shaw is dedicated to implementing BASH Capital's Investment philosophy usingan effective and purposeful approach. He is focused on delivering portfolio advice thatprovides clients with the expertise they deserve and an added layer of due diligence.Prior to starting BASH Capital with Matthew Bagell, Scott was the Managing Director ofhis own financial firm Mainline Wealth Management and owner of his franchise atAmeriprise Financial. Over the past 19 years, he developed a wealth managementpractice composed of investors and financial planning clients from a variety ofbackgrounds. Scott has focused his career on providing the most comprehensive andefficient approach to portfolio construction, and asset management. His dedication toimplementing CFA Charter best practices is what sets his advice apart from others.Find Scott at:LinkedIn: https://www.linkedin.com/in/scott-a-shaw-cfa-cfp-b0b8325/Show notes[2:50] What Scott's path looked like and how he figured out the right step[5:17] His fork in the road[7:40] On wanting to be in the driver's seat for his clients[9:09] What is a CFA designation?[14:43] His transition to being a thought leader as a CFA[18:10] Working and dealing with clients[22:25] How he helps people become more self-aware[26:05] His “Daily 7” habits[31:04] Scott's parting words of wisdom[34:40] OutroGet a copy of Tomorrow's Leader on Amazon https://tinyurl.com/huseae9hText LEADER to 617-393-5383 to receive The Top 10 Things That The Best Leaders Are Doing Right NowFor questions, suggestions, or speaker inquiries, contact me at john@lauritogroup.com

The Meb Faber Show
#344 – Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon

The Meb Faber Show

Play Episode Listen Later Aug 27, 2021 51:13


In episode 344, we welcome back our guest, Jared Dillian, author, DJ, and editor of The Daily Dirtnap.     Click here to listen to Jared's first episode on The Meb Faber Show.     In today's episode, we're talking all about the current market environment. Jared begins by explaining why he thinks we experienced a shift to an inflationary regime and what assets he expects to do well going forward. He shares his thoughts on gold, value vs. growth, and the low valuations in both Japan and Europe.     Be sure to stick around until the end to hear why Jared thinks investment professionals should not take the CFA anymore.     Please enjoy this episode with The Daily Dirtnap's Jared Dillian.     -----     Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our products and follow us, subscribe to our mailing list or visit us at cambriainvestments.com.     -----     Today's episode is sponsored by NordVPN. NordVPN strives to make the internet better than it is today. It can be free from online threats, censorship, and surveillance. What started with a single VPN server is now one of the most trusted internet security providers in the market, serving over 14 million users worldwide. Known for strong values and well-thought-out features, NordVPN is recognized by influential tech sites and IT security specialists. Visit www.nordvpn.com/meb for a 73% off 2-year plan plus 4 months free.