Podcasts about CFA

Last week, the U.S. passed its first major piece of crypto legislation. Stablecoins now have a legal home, and that could open the floodgates for adoption, disruption, and regulation. But is this just the beginning? In this episode of Bits + Bips, Ram Ahluwalia, Noelle Acheson, Steve Ehrlich, and guest Cosmo Jiang of Pantera dive into what the stablecoin law actually means, who it helps, who it threatens, and why Wall Street and crypto startups alike are positioning fast. They also cover Ethereum's rally, what's fueling it, and whether the boom in digital asset treasury companies is sustainable. Plus, they unpack Trump's latest threats against the Fed and what it means for markets, inflation, and interest rates. Sponsors: Bitwise Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Steve Ehrlich, Executive Editor at Unchained Guest: Cosmo Jiang, General Partner and Portfolio Manager for Liquid Strategies at Pantera Capital Links Stablecoins Unchained:  GENIUS Act Passes: Who Are the Winners, Losers, and What Comes Next? House Passes Landmark Crypto Legislation: GENIUS Act and Digital Asset Bills Trump to Unblock Crypto Access in America's $9 Trillion 401(k) Market: Report The Block: GENIUS Act is helping Ethereum ‘have its moment,' Bernstein says WSJ: Why Banks Are on High Alert About Stablecoins Digital Asset Treasuries WSJ: Blank-Check Company Strikes Cryptocurrency Deal Unchained: SBET to Raise Additional $5B to Grow ETH Position Bloomberg: Trump Media Buys $2 Billion in Bitcoin for Crypto Treasury Plan CoinDesk: DeFi Development Nears $200M Solana Treasury DeFi Dev Corp Press release: DeFi Dev Corp. Announces Global Expansion Through Strategic Treasury Franchising Model TLGY Acquisition Corp Press release: TLGY Acquisition Corp. Announces Business Combination and Approximately $360 Million PIPE Financing to Form StablecoinX, an Ethena Stablecoin-Focused Treasury Company The Block: Nasdaq-listed Sonnet BioTherapeutics agrees to $888 million merger to become Hyperliquid Strategies, launch HYPE treasury Timestamps:

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast. Along with some of our favorite content creators, he shares his crazy spending screw ups-- and the life lessons that followed. Stories from:  Bill Yount (Catching Up to FI) Jesse Cramer (Personal Finance For Long-Term Investors) Diania Merriam (EconoMe Conference & Optimal Finance Daily)  Justin Peters (FI Minded, formally The Struggle is Real) Jordan (Doc G) Grumet (Earn & Invest) Joe Saul-Sehy (Stacking Benjamins) Jeremy Schneider (Personal Finance Club)    ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)    

In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This episode of All the Credit® considers how these strategies use data-driven approaches to manage risk and seize market opportunities, while examining how advancements in artificial intelligence may further refine these processes. PGIM's Brian Barnhurst, CFA, Head of Global Credit Research, hosts this discussion with Tyler Thorn, Multi-Sector Portfolio Manager. Recorded on July 9, 2025.

En una nueva edición de Página 13, Iván Valenzuela y Kike Mujica conversaron con las columnistas Andrea Vial y Paula Comandari quienes se preguntaron por qué el Estado no ha logrado intervenir exitosamente el barrio Meiggs. Además, comentaron la importancia de cuidar el Consejo Fiscal Autónomo (CFA).

Today on the podcast, we have Mark LaMonica, CFA, a Director at Morningstar and co-host of the Investing Compass podcast.Mark brings a wealth of knowledge and experience, having spent time in both the US and Australia, which gives him a unique perspective on their financial systems and retirement landscapes.In today's episode, we dive into:The current state of financial planning in Australia (00:09:18)Mark's thoughts on his recent article, "Are We Being Ripped Off by Super?" (00:16:04)How the US and Australian retirement systems stack up against each other (00:20:58)Why he's against super funds charging for certain financial advice costs (00:30:57)His controversial take on the 4% rule and the FIRE movement (00:47:13)LinksPodcast - Investing CompassWebsite - Morningstarwww.aussiefirebug.com/podcast

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. Ethan Powell, CFA, Principal & Chief Investment Officer at Brookmont Capital Management3. Sam Rahman, Portfolio Manager at Hedgeye Asset Management (X feed: @HedgeyeAM)4. Joseph R. Shaposhnik, Founder, Rainwater Equity*********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)

Eric Ludwig, PhD, CFP®, director of the Retirement Income Certified Professional® (RICP®) Program, hosts a conversation with Justin Fitzpatrick, PhD, CFA, CFP® of Income Lab, on the best ways to address retirement income planning in client discussions. They talk about how to improve your individual focus, steer clear of common industry jargon, and ensure clients feel heard as you assist them in planning out their future with confidence. Find all episodes at TheAmericanCollege.edu/Shares.

Markets often seek to climb a “Wall of worry,” and they had plenty of climbing to do in the first half of 2025. Despite tariff uncertainty, continued interest-rate debate, and escalating conflict in the Middle East, the markets performed relatively well in the first half of the year. So what's on tap for the rest of 2025? Look ahead with a new Market Pulse from Transamerica Asset Management, Inc., CIO Tom Wald, CFA®. Hear Tom break down expectations and offer his year-end forecasts for stocks, fixed income, the U.S. economy, international opportunities, and much more. Get insight and analysis to help pursue your investing goals for the remainder of the year and beyond. 4644906  07/25

Bitcoin broke its all-time high. Meanwhile, stablecoin legislation is about to pass. And the macro picture is a powder keg. In this episode of Bits + Bips, Steve Ehrlich, Ram Ahluwalia, and Noelle Acheson are joined by Austin Campbell to break down what's really driving markets, and what could break them. From the GENIUS Act reshaping stablecoins to tariffs putting pressure on the Fed, to the Pump.fun ICO and memecoin mania, nothing is off limits. And with crypto ripping, is it time to ride the rally, or take some risk off the table? Thank you to our sponsor! Bitwise Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Guest: Austin Campbell, founder and managing partner of Zero Knowledge Consulting Unchained:  Bitcoin Sets New All-Time High, But Eyes Even Bigger Gains PUMP Traders Make Big Options Bets on the Token Surging Past Its ICO Price Grayscale Files Confidential IPO Paperwork Timestamps:

On episode 180 of Ask The Compound, Ben Carlson and Duncan Hill discuss planning for a home purchase, what to do if you failed a CFA test, optimizing 401k contributions, forgoing a real estate agent, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠⁠⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠⁠⁠⁠⁠

Cast Me Now: castmenow.co/cfa Are you tired of spending hours submitting to casting calls every day? Cast Me Now founder Shreyans reveals how their AI platform is transforming the actor submission process by automating applications across multiple casting platforms. Learn how this innovative service is helping actors save hundreds of hours while landing more auditions without lifting a finger.In this enlightening conversation, Shreyans explains how Cast Me Now works by scanning casting platforms for roles matching your specific parameters, then automatically submitting you to appropriate opportunities. Hosts Haeleigh and Indeana explore the platform's customizable preferences, pricing options, and upcoming features including voice agents and a "Finder Rep" tool to connect actors with agents. The discussion also delves into the entertainment industry's slow tech adoption compared to Silicon Valley and how AI might actually increase the value of human performers in the future.Like, subscribe, and use code "CFA" for a free month of Cast Me Now!0:00 Beyonce has star quality0:06 Cinematography for Actors podcast intro0:44 Onto the episode0:50 Host introductions1:08 Introducing guest Shreyans from Cast Me Now1:42 AI services for actors2:10 How Cast Me Now helps actors3:02 Early callbacks through the platform3:38 The beauty of automating submissions5:16 Origins of Cast Me Now7:10 Discovering CFA through AI blog writer9:40 Learning about the film industry10:15 Actors' silent suffering12:10 Entertainment industry's slow tech adoption15:16 Silicon Valley vs. Entertainment industry17:48 The "vitamins and painkillers" analogy20:40 How Cast Me Now's parameters work22:20 Hailey's swimming audition story24:22 Customizing submission preferences26:02 Upcoming features including voice agents29:48 AI's impact on entertainment industry33:30 Pricing and subscription optionsSend us a textFor our listeners, CFA's teamed up with We Make Movies to get you a discount on production management services, including access to comprehensive production insurance and workers' comp for your next shoot. Visit wemakemovies.org/insurance and use code CFA23 on your intake form for 10% off your quote.Calling all actors! Take 25% off your membership at WeAudition with code: CFA25 Website: www.cinematographyforactors.com Instagram: https://www.instagram.com/cinematographyforactors TikTok: https://www.tiktok.com/@cinematographyforactors Cinematography for Actors is a community aimed at bridging the gap between talent & crew through our weekly podcast & community events. Our weekly show supports the filmmaking community through transparent, honest & technically focused interviews with the goal of elevating the art of effective storytelling.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Ryan O'Connor of Crossroads Capital and Toan Tran of 10 West Advisors to discuss the investment case for AST SpaceMobile (Nasdaq: ASTS), a satellite designer and manufacturer based in Midland, Texas. Enjoy the conversation! The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   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. 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.

What's driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washington Investment Advisors, joins host Mike Wallberg, CFA, to unpack the geopolitical and economic currents shaping investor sentiment. From the muted market reaction to Middle East tensions and the structural tilt of US markets toward growth, to the evolving implications of tariffs and AI's layered impact across industries, Shipley offers a clear-eyed view on where investors might find both challenges and opportunities. Listen in for his take on why value stocks are resurfacing, how housing affordability pressures could shape the macro landscape, and why small caps might be ripe for a comeback. Don't miss this deep-dive conversation on market resilience, risk signals, and forward-looking strategies for navigating volatility.

Is leaving the woods alone really the best way to preserve them? According to forester Ryan Trapani of the Catskill Forest Association, “doing nothing” comes with hidden costs—and a whole lot of shade-loving trees. In this immersive forest consultation, Ryan pays a visit to host Brett Barry's property to explore hands-on stewardship, the limits of laissez-faire ecology, and the surprising power of sunlight in shaping forest health.In this episode:How to spot hazard trees before they fall (and cost you)Why “doing nothing” might be the worst forest strategyTree-for-tree advice on pruning, spacing, and crop tree managementSunlight as a limiting factor in Catskill forest healthTips for invasive pest management: ash decline & hemlock woolly adelgidCFA's hands-on services, from mushroom inoculation to apple graftingPlus, hear Ryan's reflections on 700+ episodes of From the Forest radio—and learn how CFA's independent, community-driven model helps landowners steward their properties with purpose.More info: 

This week on Financial Planning: Explained, host Michael Menninger, CFP welcomes Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the second quarter performance in the markets. In this episode, Brad and Mike discuss how the markets performed in the second quarter, as well as the current tariff situation, and Trump's One Big Beautiful Bill Act. This is a great episode to catch up on the current status of the stock market. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.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

José Antonio Esteban, CEO de IronIA Fintech ha presentado la competición de las CFA y seguimiento de carteras modelo. En Capital Intereconomía ha señalado que en esta carrera cuentan con más de 20 sponsor y 270 participantes. Entre los que se han animado a participar se cuentan "gente CFA titulada, que hacen la cartera modelo con IronIA fintech y otros clientes habituales que han decidido participar", y algunos decía “solo tienen estas carteras para hacer seguimiento”. Ventajas de las carteras modelo, según IronIA Fintech Para acudir al reto que lanza IronIA Fintech, explicaba el CEO, solo hay que crear una cartera modelo y con ella participas en la competición. El directivo señalaba que las carteras modelo tienen grandes ventajas ya que puedes hacer seguimiento, pero incluso ahora van a sacar la posibilidad de que introduzcas movimientos a pasado. Es decir que no solo puedas reflejar cómo sería tu cartera de ahora a futuro, sino que puedas meterle composiciones de la cartera pasada. De esta manera, puedes hacer seguimiento de cualquier cartera que tengas futura o pasada para ver cómo se hubiera comportado ese conjunto de fondos. Perfil en la competición de las CFA Sobre el perfil de los competidores ha señalado dos grupos principalmente. Por una parte hay un grupo muy activo, con más de 10 fondos y en ellos tienen distintos repartos; y luego están los más conservadores, que empezaron con la misma cartera que mantienen durante toda la competición y no la mueven. No hay normas en cuanto a qué hacer con la composición de carteras. Decía Esteban que se trata de una competición abierta y el que va a la cabeza en estos momentos va muy ligado con los fondos monetarios. Pero advierte, que cada semana, cambia. La competición tiene 250 días por delante y los premios aún tienen que definirse porque no dejan de incorporarse sponsors. Todos los premios serán relacionadas con las finanzas y las gestoras que les sirven de sponsors y se entregarán a finales de año.. Novedades en el seguimiento de carteras El CEO de IronIA Fintech ha señalado los cambios que se van a introducir en el seguimiento de carteras: “Siempre lo hacíamos a futuro (...) e introducías cambios a futuro”. Pero a demanda de algunos clientes que pedían hacer un seguimiento de una cartera hecha con anterioridad en otro sitio, si tenían una cartera en otro sitio desde hace tiempo y para hacer el seguimiento hay que introducir esas referencias del pasado. Esa será una de las novedades que previsiblemente saldrá la semana próxima. IronIA Fintech cuenta además con programa de lealtad. Una iniciativa con la que dan beneficios a los clientes con cosas sencillas como compartir tu cartera o participar en una competición. Entregarán los premios a finales de año

Matt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Siddharth Chakravarty, Director of Investments at Coaction Specialty, for an in-depth executive spotlight. Sid shares his unique journey from engineering and neuroscience research to managing a multi-billion-dollar insurance portfolio, offering a distinctive lens on the future of insurance investing. Together, they explore emerging opportunities in alternatives, with a focus on real asset infrastructure and secondaries, and examine the implications of regulatory developments, private credit benchmarking, and liquidity management. Sid also dives into the evolving role of AI in investment operations, the importance of data governance, and how small teams can gain scale through strategic automation. This thoughtful, wide-ranging conversation is a must-listen for insurance professionals seeking to build resilient, future-ready portfolios.

In this episode, we chat to a returning guest, who appeared in October 2024 (episode 471). John Lee, CEO and Executive Chairman of Silver Elephant, but also the CEO of CleanTech Vanadium Mining Corp who are a listed critical mineral exploration company who acquired Campbell-Crotser Fluorspar project in Kentucky. John has an Economics and Engineering degree, a CFA charterholder, and accredited investor who specializes in mining M&A, raising over $150 million through the TSX and TSX Venture Exchange for junior companies since 2009. He talks about the history of CleanTech, more about Fluorspar, including supply and demand, more about Kentucky as a mining jurisdiction, and his take on the precious metals at the moment. KEY TAKEAWAYS Fluorspar is an essential mineral used in various industries, including nuclear power production, solar energy, EV batteries, and pharmaceuticals.  The global production of fluorspar is heavily reliant on China, which produces 66 million tons annually, while the U.S. has no domestic production.  The recent acquisition of the Campbell Prosser project in Kentucky positions Cleantech Vanadium Mining Corp to capitalise on the growing demand for fluorspar.  Fluorspar prices have seen significant increases, with projections suggesting they could double or even quadruple by 2030 due to rising demand in critical applications and government initiatives aimed at self-sufficiency in mineral production. BEST MOMENTS "China produces today 66 million tons of fluorospar per year, and global production is 10 million tons. This creates a critical supply issue." "The project is in an excellent location with over 30 neighboring fluorospar projects... and has excellent infrastructure." "I think it's going to be within this current administration, you're going to see potentially doubling of the fluorospar price." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org GUEST SOCIALS  https://ca.linkedin.com/company/cleantechctv https://cleantechctv.com/  CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins  

On this empowering episode of RWorld Talk, we sit down with Maggie Vo, CFA, Managing General Partner at Fuel Venture Capital, to explore what it really means for Realtors® to build long-term wealth beyond just closing deals. Maggie shares insider insights on smart investing, financial strategies for commission-based professionals, and how to think like an entrepreneur in today's rapidly evolving market. Maggie dives into emerging PropTech opportunities, discusses how Realtors® can diversify their income, and highlights practical steps to control your financial future. You can watch the video of RworldTalk podcasts on YouTube.

Today's guest is Chris Hyzy. Chris is Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill Lynch (within Bank of America Corporation). He leads investment strategy, asset allocation, equity and fixed income management, due diligence, and wealth planning guidance.   Previously, he was CIO and Chief Investment Strategist for the Private Bank at Bank of America. Before that, he held senior investment roles at Citigroup Private Bank, including CIO for Latin America and chair of the Global Investment Themes Committee. He also led investment strategy teams at Merrill earlier in his career.   Chris holds a bachelor's degree in business from Villanova University and an MBA in finance from NYU's Stern School of Business. He serves on Villanova's board of trustees and has held other advisory and nonprofit investment roles.   In today's episode, we discussed:   · Chris shared his early career story, which began at Merrill in 1991, learning about finance after being cut from the baseball team at Villanova & focusing instead on investing. · Discussion of Chris's experience coaching sports (football, basketball) and keeping his competitive edge outside of work, noting his national championship softball team. · Chris described the BofA Chief Investment Office (CIO) structure, highlighting manager due diligence, thought leadership, portfolio management, & wealth structuring. · Emphasis on encouraging team members to pursue the CFA designation (worth noting he was a CFA candidate before he pursued his MBA at NYU) · Discussed the balance of absolutes vs. probabilities in market forecasting, including the importance of scenario planning, with their current base case being a “soft patch” rather than an imminent recession, referencing the resilience of the consumer and job market. · Exploration of valuations, equity allocations, and continuing opportunities in global markets & alternative assets as a diversifier. · Chris spoke about the evolving office market in commercial real estate, seeing “slow burn” adjustments and repositioning as potential outcomes. · Final thoughts touched on best practices for young professionals: keys being curious, prepared, & disciplined. · Chris named Babe Ruth and Lou Gehrig as two historical figures he would want to interview if the tables were turned & he were the host of the Investors First Podcast.   Today's hosts are Steve Curley, CFA (Co-Managing Principal at 55 North Private Wealth) & co-host Steven Rogers, CFA (VP, Capital Markets at Hillpointe).   Please enjoy the episode. You can follow us on Twitter & LinkedIn or at investorsfirstpodcast.com

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Isaiah Toback, Partner and Deputy Co-CIO at Castlelake, for an in-depth conversation on asset-based private credit. Isaiah shares his journey from structured finance to Castlelake, offering unique insight into how the firm has built its strategy from the ground up as a pure-play asset-based investor.   Together, they explore the structural shifts driving the growth of private credit, including regulatory changes, the rise of non-bank lenders, and the growing need for alternative funding sources. Isaiah breaks down how Castlelake approaches portfolio construction, risk management, and customization—particularly for insurance investors with specific liability and duration targets. This episode is a must-listen for insurance professionals looking to understand the future of asset-based finance and what makes this sector both complex and compelling.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The One Big Beautiful Bill Act is over 800 pages long and packed with tax changes that impact retirees, individuals, and small business owners. From expanded standard deductions and new senior tax breaks to permanent small business deductions and the end of many green energy credits, this bill reshapes key parts of the tax code — at least for the next few years. In this episode, Tyler Emrick, CFA®, CFP®, breaks down what's actually in the bill and what it means for your planning. You'll learn: How the standard deduction and senior deduction are changing (and why it matters for Social Security taxation) The permanent extension of reduced tax rates from the 2017 tax law New above-the-line deductions for tips, overtime, and car loan interest Changes to SALT deductions and charitable contributions What small business owners need to know about the permanent QBI deduction and phaseouts Whether you're already retired or planning ahead for your business and family, this episode will help you understand the real implications — without having to read 800 pages of tax law yourself. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals: http://bit.ly/calltruewealth   Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode Canadian bond portfolio manager, Crista Caughlin, and balanced portfolio manager, Steven Visscher discuss Q2's market and economic activity. Topics covered include “Liberation Day's” tariff shocks, central bank policies, inflation, and other themes. Key Takeaways:   The announcement and subsequent deferral of sweeping U.S. tariffs caused significant market volatility, with a sharp initial selloff followed by a rapid recovery. The uncertainty around trade policy had a pronounced impact on economic growth expectations and market sentiment.   The quarter featured slowing growth in both the U.S. and Canada, with notable weakness in consumer spending and business investment. Despite expectations, inflation remained contained, and employment data presented a mixed picture—stronger in the U.S., weaker in Canada.   Central banks responded differently to domestic economic conditions. The ECB cut rates twice due to weaker growth and contained inflation, while the Fed and Bank of Canada adopted a wait-and-see approach, maintaining a dovish bias but holding rates steady.   There was a notable reversal in equity performance trends, with international and emerging market equities outperforming U.S. equities. This—among other factors—raised questions about the potential end of U.S. exceptionalism, though we remain cautious against drawing premature conclusions.   Credit spreads tightened to multi-decade lows, reflecting either investor confidence or complacency. Interest rates remained range-bound despite volatility, and the structural shift to higher neutral rates appears to have already occurred in recent years.   Host: Kevin Minas, CFA, MBA, CAIA – Institutional Portfolio Manager Guests: Crista Caughlin, CFA – Portfolio Manager Steven Visscher, 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/ 

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets.  This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.   AI encompasses numerous subcategories, each with different applications, risks, and opportunities No clear uses for AI in alternative investments and valuation without continued human oversight AI might result in some industry jobs being lost, but there will likely also be new types of jobs created Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:   Chandu Chilakapati, Aprio Andreas Dal Santo, ABV, CFA, BlueVal Michael Weinberg, Adjunct Professor, Columbia Business School Host: Howard Mah-Lee, 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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online 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 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 The FVS Valuation Podcast archives Using AI In Your Valuation Practice Valuing Complex Financial Instruments Valuation Considerations in Equity Compensation  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  

Watch this week's educational episode where Trey Booth unpacks a surprising perspective on America's $50 trillion debt. You might be shocked at how small that number looks when you see what it's up against. Watch to learn more.   Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Fi Plan Partners […] The post How Large is the US Debt? first appeared on Fi Plan Partners.

La région de la Bouenza, dans le sud-ouest du Congo, s'industrialise un peu plus. Le président Denis Sassou-Nguesso vient d'officialiser la mise en service d'une distillerie à Moutela, au sud de Nkayi, la quatrième ville du Congo. Opérée par la Société agricole de raffinage industriel du sucre, filiale du groupe français Somdia, elle transformera les résidus de sucre, autrefois jetés, en alcool pour l'industrie. De notre correspondant à Brazzaville, La route qui mène à la distillerie de Moutela traverse d'immenses champs de canne à sucre. Après deux ans de construction, l'usine est inaugurée par les autorités. Le PDG du groupe Somdia, Olivier Parent, mène la visite. « Cette distillerie avec une capacité de production de six millions de litres peut produire six millions de litres d'alcool chaque année. Et, nous utilisons les co-produits issus de la sucrerie pour cela, explique le dirigeant. La sucrerie transforme la canne à sucre en sucre. Il y a des co-produits qu'on appelle la mélasse. Cette mélasse est transférée vers la distillerie : il y a une réaction de fermentation et de distillation pour créer de l'alcool à 96 degrés qui va être utilisé par les industriels à la fois pour de la boisson, de la pharmacie et de la cosmétique ». Les importations d'alcool, qui étaient nécessaires aux industriels au Congo, vont pouvoir s'arrêter, estime le groupe Somdia. La distillerie a nécessité un investissement de 17 milliards de francs CFA et une formation spécifique du personnel. « La distillerie à ce jour, côté exploitation, c'est une soixantaine de personnes qui vont travailler pendant la durée de la campagne, tout en sachant que l'on est couplés à la durée de la campagne sucrière. C'est donc une entreprise saisonnière qui va produire pendant cinq mois et aller en campagne de maintenance pendant sept », précise Serigne Bassirou Pouye, le directeur d'exploitation. À lire aussiCongo-B.: la transformation des produits locaux, une priorité à l'heure de la Zlecaf Présents à l'inauguration de la distillerie, certains habitants de la région saluent les opportunités d'emploi. Mais d'autres s'inquiètent des risques de pollution, car les rejets de la distillerie seront versés dans la rivière Niari. « Il faut que l'entreprise crée des conditions pour que les poissons qui sont dans l'eau et les riverains qui sont plus bas ne puissent pas subir les impacts de la distillerie », appelle de ses vœux cet habitant de la localité. L'industrialisation se développe dans la région de la Bouenza. « Une priorité absolue » insiste Antoine Nicéphore Fylla de Saint-Eudes, le ministre du Développement industriel. L'État congolais a pris une participation au capital de la nouvelle distillerie. À lire aussiCongo-Brazzaville: la société italienne Eni lance une unité de production d'huile dans le sud du pays

In this episode of Bits + Bips, we examine how rising global trade tensions could impact macro conditions, the Fed's next move, and market stability. We also explore how investors should position themselves with inflation cooling and an uncertain policy path at the Fed. We then look at what's happening on the crypto side: volume shifting to tokenized public equities, the growing number of corporate stablecoin plans, and whether the promise of tokenization is matched by meaningful traction. Joining hosts Joe McCann, Ram Ahluwalia, and Steve Ehrlich is Rob Hadick of Dragonfly, who shares his perspective on product-market fit in crypto, shifting market structure, and where real adoption may emerge. Sponsor: Bitwise Joe McCann, Founder, CEO, and CIO of Asymmetric Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Rob Hadick, General Partner at Dragonfly LINKS: WSJ: Trump Faces Crucial Week for Reaching Trade Deals EU Still Hopes for Initial U.S. Trade Deal Before Deadline Reuters: Japan, South Korea face 25% tariffs as Trump ramps up trade war in letters to 14 nations CNN: Trump announces new tariffs of up to 40% on a growing number of countries University of Washington: OBBB Signed Into Law Unchained:  OpenAI Says Robinhood's Stock Tokens Are Not Equity Tron Is Now More Expensive Than Ethereum. Will That Hurt Justin Sun's New Company? AI Crypto Tokens Swoon as Nvidia Reaches a New All-Time High CoinDesk: CoreWeave to Acquire Core Scientific in $9B All-Stock Deal The Block: Bit Digital swaps entire treasury into Ethereum, says it's now a top public ETH holder after a $173 million splurge Timestamps:

เอกชนหวังทีมไทยแลนด์เดินหน้าเจรจาสหรัฐฯ ลดภาษีนำเข้า 36% คู่ขนานไปกับการปรับโครงสร้างเศรษฐกิจ เสริมแกร่งภาคส่งออก หวั่นเศรษฐกิจสูญ 9 แสนล้าน พร้อมลุ้นดีลใหม่ หลังไทยยอมแลกลดภาษีให้ 0% แก่สินค้านับพันรายการ รายละเอียดเป็นอย่างไร ใครจะกระทบหนักสุด? เจาะลึกภาษี 36% ของสหรัฐฯ พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

En el episodio de hoy de VG Daily, Eugenio Garibay, CFA y Andre Dos Santos exploran los temas más relevantes que están marcando la agenda económica y financiera global. El episodio arranca con un análisis del acuerdo entre BNY Mellon y Ripple, donde el banco custodio más grande de Estados Unidos se convierte en el guardián de las reservas de la nueva stablecoin empresarial RLUSD, marcando un hito en la integración de las finanzas tradicionales con los activos digitales.Los cohosts continúan explorando la situación estratégica de Starbucks, que está evaluando la venta de una participación parcial en sus operaciones de China valuada en $10 mil millones, una decisión que refleja la intensa presión competitiva que enfrenta la empresa en ese mercado crucial donde ha perdido participación dramáticamente ante rivales locales como Luckin Coffee.Para concluir, Andre y Eugenio analizan la inversión estratégica de Meta en EssilorLuxottica por aproximadamente $3.5 mil millones, una alianza que representa la apuesta de la empresa tecnológica por dominar el futuro de los wearables con inteligencia artificial, aprovechando el poder de mercado de EssilorLuxottica que controla aproximadamente el 20% del mercado global de lentes a través de marcas icónicas como Ray-Ban y Oakley.

เอกชนหวังทีมไทยแลนด์เดินหน้าเจรจาสหรัฐฯ ลดภาษีนำเข้า 36% คู่ขนานไปกับการปรับโครงสร้างเศรษฐกิจ เสริมแกร่งภาคส่งออก หวั่นเศรษฐกิจสูญ 9 แสนล้าน พร้อมลุ้นดีลใหม่ หลังไทยยอมแลกลดภาษีให้ 0% แก่สินค้านับพันรายการ รายละเอียดเป็นอย่างไรใครจะกระทบหนักสุด? เจาะลึกภาษี 36% ของสหรัฐฯ พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

It's the early 1900s and Brigid is restricted by straightlaced Irish society and a difficult stepmother, but her father is loving and supportive. She and her cousin Molly dream of life in Yankeeland, a.k.a. America, but only Brigid gets the chance once she's married, and a lifetime of correspondence follows. While Molly thrives back in Ireland, Brigid's dream of having a child leads to unexpected problems in a society that values women for their childbearing capabilities. With little to no help available for the problem of infertility, her mental health suffers. Irish author Lacy Fewer based this moving historical story on the letters she inherited from her great-aunt who emigrated in 1908. Lacy Fewer is the recipient of the Literary Titan Book Award for her debut novel Yankeeland, a powerful story of family secrets and societal change. Fewer, born and raised in Ireland, has nearly three decades of experience working in the financial services sector. She earned numerous degrees and certifications, including: QFA from Institute of Bankers; CFP master's degree from them as well; a Master of Science in Financial Planning and Services, and then a professional diploma in Fintech, both from University of College in Dublin. She recently earned a Certificate in ESG Investing from CFA. Fewer enjoys theatre, reading literature, storytelling, travel and studying history. A proud Dubliner, she resides, with her husband, in a small village close to Dublin City, in Co. Meath. They have three children. You can find her at http://www.linkedin.com/in/annmarie-lacy-fewer. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

It's the early 1900s and Brigid is restricted by straightlaced Irish society and a difficult stepmother, but her father is loving and supportive. She and her cousin Molly dream of life in Yankeeland, a.k.a. America, but only Brigid gets the chance once she's married, and a lifetime of correspondence follows. While Molly thrives back in Ireland, Brigid's dream of having a child leads to unexpected problems in a society that values women for their childbearing capabilities. With little to no help available for the problem of infertility, her mental health suffers. Irish author Lacy Fewer based this moving historical story on the letters she inherited from her great-aunt who emigrated in 1908. Lacy Fewer is the recipient of the Literary Titan Book Award for her debut novel Yankeeland, a powerful story of family secrets and societal change. Fewer, born and raised in Ireland, has nearly three decades of experience working in the financial services sector. She earned numerous degrees and certifications, including: QFA from Institute of Bankers; CFP master's degree from them as well; a Master of Science in Financial Planning and Services, and then a professional diploma in Fintech, both from University of College in Dublin. She recently earned a Certificate in ESG Investing from CFA. Fewer enjoys theatre, reading literature, storytelling, travel and studying history. A proud Dubliner, she resides, with her husband, in a small village close to Dublin City, in Co. Meath. They have three children. You can find her at http://www.linkedin.com/in/annmarie-lacy-fewer. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/literature

In this episode of the insuranceaum.com podcast, host Stewart Foley, CFA sits down with Matt Jones, Co-Managing Partner of TPG's North American and European secondaries business, to explore the evolution and growing significance of GP-led secondaries. With over two decades of experience in private markets, Matt brings deep expertise to a complex and rapidly expanding space. He breaks down how GP-led transactions emerged post-financial crisis, why they've become more attractive over time, and how they now serve as strategic tools for high-quality fund managers to retain and build value in their best-performing assets.   The conversation covers key structural features of continuation vehicles, the risk-return advantages of single-asset secondaries, and what makes this market so compelling for investors today. Matt also explains how macroeconomic volatility is shaping pricing and deal flow, and what traits distinguish the most successful players entering this space. For institutional investors, asset managers, and anyone tracking private equity innovation, this discussion offers a practical and insightful look at one of the most dynamic segments in the alternatives landscape.

Working with wealth and money may be one of the most important ways in which we can we, as women, can heal and reclaim our power. And yet, "money talk" makes many of us uncomfortable.In this episode, we discuss why. My guest is Sylvia Solit — a visionary who walks between two worlds: high finance and deep spiritual healing. As a CFA charterholder and trained shaman, Sylvia shares her unique journey of awakening, from plant medicine experiences to working with billionaires.Together, we explore why so many spiritual people and advanced souls struggle with money and power. We talk about healing old conditioning, especially related to our money wounds and the "wound of the witches." Sylvia challenges outdated ideas of ego, safety, and scarcity, and invites us to imagine a new paradigm where money is not just currency, but consciousness in motion.You can connect with Sylvia through her website thesylvia.com

You asked and we answered! In this episode we tackle listener questions with more than just a one-sentence response… we go deeper and give you answers with our thoughtful insights, ideas and considerations important to late starters. These are the questions we cover on today's show:   ✅ Bill's costly mistake with whole-life insurance; what should you do instead? ✅ How does the $19,000 annual gift tax exclusion work? ✅ Do I have too much in cash as I'm approaching retirement? ✅ I'm new to investing and pay someone to manage my 401(k). I also want to start a Roth IRA, is now a good time? ✅ What if you're low income and can barely save, how do you move the needle? ✅ What is the middle class trap?  

RFI vous propose de découvrir dix objets de pouvoir qui ont marqué l'histoire du continent africain. Des objets employés par les acteurs politiques pour asseoir leur légitimité et leur autorité. En Centrafrique, le 4 décembre 1977, le président Jean-Bedel Bokassa se couronnait empereur dans le Palais du Couronnement, lieu spécialement construit pour la circonstance. Lors de ce couronnement, un objet précieux a capté tous les regards : le trône. Un objet massif d'environ deux tonnes, fabriqué par le Français Olivier Brice. Il a coûté près de  2,5 millions de dollars, soit 1,5 milliard de francs CFA. Ce trône, lubie du président-empereur, représentait un objet de pouvoir, destiné à frapper les esprits, en Centrafrique et au-delà des frontières.  Un groupe de jeunes jouent au basketball dans le Palais des Sports de Bangui, autrefois appelé le Palais du Couronnement. Ce gigantesque gymnase retrace l'histoire de l'empire centrafricain. On y voit non seulement le parquet, les gradins, la salle de presse, mais aussi cet impressionnant écran situé sur l'aile gauche. C'est ici que le trône de l'empereur Jean-Bedel Bokassa a été installé le 4 décembre 1977. L'historien Maurice Guimendego se souvient de ce qu'il a vécu à l'époque : « La forme ressemble à un aigle gigantesque qui déploie ses ailes. L'aigle que l'on voyait représentait un aigle royal, symbole de la force, symbole de la majesté. » L'image de ce trône imposant a marqué à l'époque les 5 000 invités venus des quatre coins du globe : « Dites-vous que vous avez en face un aigle qui déploie ses ailes sur quatre mètres d'envergure et trois mètres de hauteur et puis à l'intérieur, on a creusé une espèce de voûte, une place en structure métallique. Le trône dégage quelque chose d'impressionnant, capable de loger l'empereur dans toute sa majesté. » À lire ou à écouter aussiIl y a 40 ans, la chute de l'empereur Bokassa « Incroyable Bokassa » Direction le sous-sol du Palais des Sports. Après le couronnement, certains objets précieux dont le trône ont été entreposés ici. Les yeux brillants d'émotions, Gabriel, 75 ans, l'un des cuisiniers de l'empereur Bokassa, revoit la vidéo et les photos du trône sur sa tablette : « Ah Bokossa sur son trône, mais quelle splendeur ! J'aime cette image parce qu'on le voit debout pour dire son serment. L'image est très intéressante, car elle nous laisse découvrir l'intérieur du trône en velours rouge, dans le ventre de l'aigle. Incroyable Bokassa ! » Affalé dans un fauteuil en rotin sous sa véranda, Patrice Zemoniako joue de la guitare, en interprétant un morceau des années 1970. Âgé de 80 ans, cet ancien journaliste et maire de Bangui explique que Jean-Bedel Bokassa voulait imiter le trône et le sacre de Napoléon Ier, car il était fasciné par l'empereur français : « Il a conçu son trône et la cérémonie de cette manière pour être le Napoléon de l'Afrique centrale et celui de la République Centrafricaine. C'est comme ça que Bokassa a créé l'armée centrafricaine pour combattre ceux qui s'opposaient à son pays. La philosophie du développement économique, politique, social et culturel de Bokassa doit être un modèle pour nous aujourd'hui. » Après le renversement de Bokassa, en septembre 1979, le sous-sol du palais du couronnement a été vandalisé. Aujourd'hui, il ne reste du trône que l'armature qui est abandonnée sur un terrain vague.

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

挺你所想！與你一起生活的銀行 中國信託行動銀行APP 全新推出「交易中安全提示」防詐騙功能 開啟後，轉帳的同時也在通話，會自動跳出貼心提醒，力挺你的金融安全 防護再進化，交易好安心！ 馬上下載「中國信託行動銀行APP」 https://sofm.pse.is/7urz3d -- 住近美術館，把握最後機會 《惟美術》3房熱銷倒數 輕奢品味，全新完工，即刻入住 近鄰輕軌C22站，設籍明星學區 預約來電 07-553-3838 https://sofm.pse.is/7tycsb －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ ◎今日主題：靈活配置ETF與個股存到千萬退休金！ ◎今日來賓：國泰證期顧問處協理蔡明翰分析師 歷經研究員、操盤手到投顧分析師，在金融圈十餘年的國泰證期顧問處協理蔡明翰，擁有台灣登記在案僅約千人的燙金證照－美國特許財務分析師（CFA）證照 退休金快速累積的方式投資該有的心態與標的，個股跟ETF如何配置，你心中所有的疑問都在今天的節目中請蔡明翰協理一一解答。 ○現代人退休金要準備多少才夠？「千萬」是合理門檻嗎？ ○有哪些高成長潛力的ETF適合長期投資？請舉實例比方0050、0056，為什麼 ○你會如何建議比重，個股的選擇是高股息好還是高價差好？ ○00878，00713還有前兩天公布的0056高股息都吹降息風，應該持續買進嗎？ 一起來為退休做準備吧 ▶朱衛茵粉專：https://reurl.cc/OG73jy ▶歡迎下載飛碟新 APP IOS：https://reurl.cc/3jYQMV Android：https://reurl.cc/5GpNbR ▶網路線上收聽（飛碟官網右下角直接按play) http://www.uforadio.com.tw/ ▶ Podcast SoundOn : https://bit.ly/30Ia8Ti Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD Google 播客：https://bit.ly/3gCTb3G KKBOX：https://reurl.cc/MZR0K4 ♫ 空中的夢想家 就愛電你UFO ♫ ‼️大臺北地區：FM92.1 ‼️竹苗、花東地區：FM91.3 ‼️中彰投、宜蘭地區：FM89.9 ‼️雲嘉地區：FM90.5 ‼️高屏地區：FM103.9 ‼️澎湖地區：FM89.7 -- Hosting provided by SoundOn

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

Crypto is bleeding into traditional finance faster than anyone expected. In this episode of Bits + Bips, the hosts dig into Robinhood's move into tokenized stocks and perps, what's actually holding back tokenized equities, and why perps might “eat the world.”  Plus, they talk crypto ETFs, altcoin summer, and whether staking in ETFs is the next big unlock. Sponsors: Bitwise Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Guest: Thomas Uhm, Chief Commercial Officer at the Jito Foundation Timestamps

On this mid-week episode we join the upbeat creators of 'Rebel Finance School', Alan and Katie Donegan, for a turbo-charged pep rally aimed at every late-starter who's ever whispered "it's too late for me." We kicked off the Donegans' free 10-week course that's helping thousands around the world on their journey to FI.    

In this episode of Andy Tanner sits down with attorney and entrepreneur Bob Diamond—a man whose business model is as profitable as it is compassionate. Bob reveals the little-known world of foreclosure overages: the unclaimed money left behind when foreclosed properties sell for more than the debt owed. This surplus, often tens of thousands of dollars, legally belongs to the former property owner—but most never know it exists. Bob's mission? Help these individuals reclaim what's rightfully theirs—while building a thriving, low-overhead business in the process. What You'll Learn in This Episode: * How foreclosure overages work—and why most people never claim them * The legal foundation that makes this business possible (including a key Supreme Court ruling) * How to build a purpose-driven cash flow business by helping people recover money they didn't know they had * Real-life stories of lives changed by this unique opportunity Want to Learn More?Visit bobdiamond.com/CFA for a free training and to see if this opportunity is right for you.

Are you missing out on the investment opportunities that institutional investors have been using for decades to build wealth? In this episode, Gary sits down with Kim Flynn, President of XA Investments and CFA charter holder, to explore the world of alternative investments and how they're becoming accessible to individual investors and business owners. Kim shares her journey from investment banking to founding her own business and reveals how interval funds are democratizing access to private markets. Kim Flynn discusses her entrepreneurial journey in asset management and explains how alternative investments—everything that's not a stock or bond—can provide diversification, income, and inflation protection. She breaks down the revolutionary concept of interval funds, which offer SEC-registered access to private market investments with improved liquidity and tax reporting compared to traditional private funds. The conversation covers direct lending opportunities, the importance of working with knowledgeable financial advisors, and why small business owners are particularly well-positioned to benefit from these sophisticated investment strategies. Key Takeaways: ➤ Alternative investments include anything beyond stocks and bonds - from private equity and real estate to infrastructure and farmland, offering diversification benefits and potential inflation protection that traditional portfolios may lack. ➤ Interval funds are game-changers for individual investors - these SEC-registered products provide access to institutional-quality investments with quarterly liquidity windows, 1099 tax forms instead of K-1s, and lower suitability requirements. ➤ Direct lending presents compelling opportunities in 2025 - with banks pulling back from lending, direct lending funds are filling the gap and offering yields of 9-11% while providing alternative financing options for business owners. ➤ Small business owners have natural advantages in alternative investing - they understand diversification risks better than most investors and can benefit from longer investment horizons to access institutional-quality strategies previously unavailable to individual investors. ➤ The right financial advisor is crucial for alternative investment success - investors should ask advisors about private market exposure and alternative offerings, as not all advisors understand interval funds and their unique liquidity structures. Notable Quotes: "We've got to be thoughtful about what we bring to market. The world doesn't need another large cap ETF, so we focus on creating cutting-edge products in alternative investments." "This is what the American business owner needs - an opportunity to deploy capital in a more sophisticated way alongside institutional investors, but have it be convenient with easy buying and selling and a 1099 instead of a K-1." Connect with Kim Flynn: Website: https://xainvestments.com/ LinkedIn: Kimberly Flynn at XA Investments Resources: Educational content, white papers, and interval fund index information available on website Kim Flynn is the President of XA Investments, where she leads product and business development specializing in closed-end funds, interval funds, and alternative investments. As a CFA charter holder with deep expertise in private market investing, she's passionate about making institutional-quality investments accessible to a broader audience. Learn more about your ad choices. Visit megaphone.fm/adchoices

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President's Council Representative for the Middle East and Africa, during the CFA Institute LIVE 2025 conference. Their conversation spans the dynamic investment environment across the region and the evolving role of CFA Institute in supporting professionals navigating local and global challenges. Nerina discusses the structural realities shaping participation in the profession—including currency volatility, affordability, and access—and highlights new ways of thinking about program value relative to income levels. She also shares her advocacy for gender diversity through Women in ETFs South Africa and reflects on initiatives designed to ensure lasting, inclusive progress in the industry. Additional insights include strategies to overcome persistent misconceptions around ETFs, the role of transparency and education in investor decision-making, and a forward-looking vision for integrating African capital markets into the global investment ecosystem through regulatory alignment and regional cooperation. Tune in for perspective on unlocking talent, expanding access, and promoting resilience across frontier and emerging markets.

Jillian Johnsrud—mini-retirement evangelist, mother of five, and author of 'Retire Often'—returns to show us why pressing pause can be the ultimate career accelerator. In this episode she explains the three hallmarks of a bona-fide mini retirement and the three ways to snag one: 1️⃣ Negotiate a sabbatical 2️⃣ Slot it between jobs 3️⃣ Pounce when life throws an unexpected layoff or family crisis  

Michael Gayed, CFA, outlines the current economic landscape by tying credit cycles and market signals to systemic risks.Click Here for Peak Financial Investing