Podcasts about CFA

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Best podcasts about CFA

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Latest podcast episodes about CFA

This Week in Intelligent Investing
How to Invest When You Like the Business But Not Necessarily the Management Team

This Week in Intelligent Investing

Play Episode Listen Later Dec 4, 2022 48:22


In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss a type of situation often encountered by investors -- when you like a company's business model and prospects but do not agree with management's strategy or capital allocation policies. 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. 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.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - December 3, 2022

Money Talks Radio Show - Atlanta, GA

Play Episode Play 54 sec Highlight Listen Later Dec 3, 2022 45:13


Henssler Money Talks – December 3, 2022Season 36, Episode 49This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to cover the week's market performance as well as the Conference Board's reading of Consumer Sentiment and the second estimate of third quarter GDP. Peter and Giuliana team up to provide some alternative options to a “Stretch IRA.”  The hosts round out the show answering listeners' questions on the probability of a recession and purchasing life insurance on an ex-spouse.Timestamps and Chapters00:00     Market Roundup: Covering Nov. 28 – Dec. 2, 202221:56     Case Study: Alternatives to a “Stretch IRA”32:12     Q&A Time: Recession Possibilities and Life Insurance on an Ex Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Eco d'ici Eco d'ailleurs
Sani Yaya, ministre de l'Économie du Togo: «Des banques africaines, un outil de souveraineté»

Eco d'ici Eco d'ailleurs

Play Episode Listen Later Dec 2, 2022 48:30


Sani Yaya, ministre de l'Économie et des Finances du Togo et président du Conseil des ministres de l'UEMOA (Union économique et monétaire d'Afrique de l'Ouest) est le grand invité de l'économie RFI – Jeune Afrique. L'entretien a été enregistré à l'Hôtel 2 février à Lomé, où se tenait l'Africa Financial Industry Summit (28-29 novembre 2022), rendez-vous des plus importants décideurs financiers du continent : représentants des banques, des assurances, des organismes de financement du développement et d'importantes personnalités politiques. Le sommet a été ouvert par le président togolais Faure Gnassingbé, qui réclame une collaboration toujours plus étroite entre les gouvernements et le secteur financier.    Durant plus de 45 minutes, Bruno Faure (RFI) et Julien Clémençot (Jeune Afrique) interrogent Sani Yaya sur tous les grands sujets qui touchent l'économie de son pays et de la sous-région : la menace terroriste dans le nord du Togo, les conséquences de la guerre entre la Russie et l'Ukraine, les questions d'inflation et de stabilité monétaire, le rôle du franc CFA, les relations avec le FMI, avec les puissances occidentales et notamment la France, les sanctions contre les pays africains théâtres de troubles politiques, le développement du secteur financier à Lomé.

The Retirement Tax Podcast
Year End Planning, Ep. 30

The Retirement Tax Podcast

Play Episode Listen Later Dec 1, 2022 20:03


Tax planning should be something that is looked at throughout the entire year. However, as the end of the year approaches, now is a particularly good time to review your finances and take advantage of any tax planning opportunities that may be available for you. So, in this episode, Benjamin and Steven will be sharing some tax tips to consider and answering your questions as we get closer to the end of 2021. Listen in as Benjamin explains how to approach your Roth conversions and the importance of being intentional with your spending and saving. You will learn where to start on a multi-year tax planning strategy, what questions to ask a CPA to see if they're a good fit for you, and when you may want to find someone to help you with your taxes. You can find all show notes for this episode at: http://bit.ly/3AV98hI 

Research Insights, a Society of Actuaries Podcast
Mental Illness and Its Impact on U.S. Mortality and Longevity

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Dec 1, 2022 21:28


Listen to Becky Sheppard, FSA, MAAA, Actuarial Manager at Risk & Regulatory Consulting discuss Mental Illness and Its Impact on U.S. Mortality and Longevity with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your suggestions for future research focus podcasts and your questions or comments at researchinsights@soa.org.

Real Wealth Real Health
Unpacking The Results of the Ellevest Women's Financial Health Index

Real Wealth Real Health

Play Episode Listen Later Dec 1, 2022 47:10


Ellevest CIO Sylvia Kwan talks about the results of the Women's Financial Health Index and describes the shifts she's seen in women's investing habits, goals, and priorities Women are about to become the recipients of the greatest wealth transfer in history, and yet only 37% of women invest compared to 63% of men. In this episode, Ellevest CIO Sylvia Kwan reflects on some of the key findings in her company's recent Women's Financial Health Index. Sylvia also discusses the trends she's noticed among women when it comes to values-aligned investing, and she explains how this shift will have major implications for the future of the financial services industry.  Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she's held positions at Charles Schwab and Financial Engines. Key Insights: Sylvia's own journey as a woman in finance The benefits of illiquid investments Ellevest Women's Financial Health Index findings Impact investing is the future Changing demographic values Why community is vital for this movement Subscribe to this podcast to build your healthy financial foundation through expertise, insights, strategies, tactics, wisdom, and inspiration from Alpha Investing's community of professionals, advisors, investors, and members: Apple - Spotify - Google - TuneIn - Stitcher - iHeartRadio   Guest Bio: Sylvia Kwan is the Chief Investment Officer at the woman-first financial company Ellevest. Dr. Kwan is a CFA charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she's held positions at Charles Schwab and Financial Engines. Resources: Real Wealth Real Health Alpha Investing podcast@alphai.com Ellevest Ellevest Women's Financial Health Index Connect with Sylvia on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Compounding Curiosity
43 | Value Punks, Global Value Investing

Compounding Curiosity

Play Episode Listen Later Dec 1, 2022 45:50


My guests today are Daye Deng and Balkar Sivia from Value Punks.    Balkar has spent a decade investing globally, in the US, Indian, and other Emerging Markets. He is a CFA charterholder and has a degree in electrical engineering from University of British Columbia.    Daye has focused on Asian equities in his career, having worked in Hong Kong, Seoul, and Tokyo. He is fluent in Japanese and Mandarin, is a CFA charterholder and has a degree in mathematics from the University of Toronto.   Together, they write and run Value Punks. Which is a publication focused on global stock research. Value Punks' aim is to provide independent, institutional-grade research on good and actionable ideas in a way that educates, informs, and importantly, helps build conviction.   In today's conversation, we cover the story and origin behind Value Punks, Value investing and what it means, and touch on a few of their interesting ideas.   I hope you enjoy my conversation with Value Punks.   For the full show notes, transcript, and links to mentioned content, check out the episode page on  https://compoundingpodcast.com/ep43    ------   Show Notes: [00:00:31] - [First question] - Balkar's Background [00:05:07] - Daye's Background [00:07:04] - Explaining the Punk [00:08:59] - Value Punks' strengths compared to others [00:11:51] - Differences being an independent writer vs at a large asset manager [00:15:32] - How do you divide the work as a duo? [00:19:09] - The case for investing in international stocks [00:22:46] - Daye's thoughts on Value Investing [00:26:05] - Balkar on Emerging Market Banks [00:31:28] - Daye on Hong Kong Exchange [00:35:48] - Dealing with curveballs [00:39:48] - Underrated skills [00:42:29] - Influential books   ------   Connect with Value Punks: Value Punks's Newsletter: https://valuepunks.substack.com/  Follow Value Punks on Twitter: https://twitter.com/valuepunks  Follow Deng on Twitter: https://twitter.com/dengusa  Follow Balkar on Twitter: https://twitter.com/WhiteFalconCap  Connect with Daye on LinkedIn: https://www.linkedin.com/in/daye-deng-29541380/ Connect with Balkar on LinkedIn: https://www.linkedin.com/in/balkar-sivia-59281343/    ------   Mentioned/Recommended Content: Asian Godfathers by Joe Studwell: https://amzn.to/3XN2S5p  How Asia Works by Joe Studwell: https://amzn.to/3XOV6rG  Warren Buffett's Letters to Shareholders: https://www.berkshirehathaway.com/letters/letters.html    ------   Stay up to date with the podcast by signing up to the Compounding Curiosity Substack, where I'll email you when the latest episode comes out along with my summary and takeaways, links to mentioned content, graphics and the transcript. Sign up at https://compoundingcuriosity.substack.com/    ------   Connect with Kalani: Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Visit the Compounding Curiosity SUBSTACK: https://compoundingcuriosity.substack.com/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Sign up for Allocators Asia: https://KalaniS.substack.com/  Join the DISCORD: https://discord.gg/NPVNPVsCYb 

Red Sky Fuel For Thought
Marketing With a Cause

Red Sky Fuel For Thought

Play Episode Listen Later Nov 30, 2022 39:07


Marketing With a Cause: Ep. 31 of Red Sky Fuel for Thought Podcast What You'll Learn in This Episode:o  What's the current state of cause marketing?o  The implications of cause marketing on a company's relationship with its employees, community and clients/customerso  What should brands and nonprofits consider before entering a cause marketing relationship?In this month's episode, hosts Linda Descano, CFA®, and Lara Graulich speak with nonprofit leaders and advisors Arlene Fortunato, Katy Sherratt and Dr. Merary Simeon to explore cause marketing, including whether or not it's still relevant and what brands and nonprofits should consider before entering a cause marketing relationship. To kick off our conversation, Arlene Fortunato, founder of Fortunato Consulting Group and interim chief development officer at YW Boston, thinks of cause marketing as a vehicle that companies can use to engage existing and future employees—something particularly important in light of the Great Resignation and tight labor market.  She then describes the essential ingredients for a successful cause marketing initiative: “It's all data-driven. Corporations know who their customers are and what they care about, and they're looking for relationships with nonprofit organizations that are going to deliver on those promises. The key on both sides is authenticity.” “The cause marketing partnership is more than the money,” concludes Arlene. “Establishing relationships with companies at the leadership level can create opportunities for thought leadership and networking that wouldn't have been possible otherwise. The more that you can knit together the two entities, the more value there is for the nonprofit and the corporation alike.” Next in our discussion, we speak with Katy Sherratt, CEO of Back on My Feet, and Dr. Merary Simeon, vice president of human resources at PepsiCo and member of Back on My Feet's board of directors. Back on My Feet is a Red Havas client. “It's important for your customers to feel that it's a genuine relationship, integrated into more than just the marketing sphere,” says Katy. “If your core values align and you're looking to make meaningful impact that helps both communities and individuals, then it's a natural partnership.” “It's about transforming lives every day,” adds Merary through the lens of Back on My Feet. “We go out every day and find those powerful stories in the community — it isn't just finding one story and using it for the rest of the year.” Next, both guests describe what it takes to establish a successful partnership. “Successful partnerships are multifaceted — integrated at every level of the organization,” says Katy. “It takes a village. We need, as every nonprofit does, all the support we can get to continue to have impact and to grow.” “You must have a passion for investing in humanity and for making meaningful changes in society,” says Merary. “These are human lives — fathers, sons, brothers, sisters, mothers, daughters. They aren't just a box to check.” Closing out our discussion, both guests offer advice for nonprofit marketers and communicators to consider when forming partnerships. “Don't go blindly into partnerships — do your homework,” says Merary. “You have to be clear on what you're offering in your cause marketing relationships, not just for the communities you're working to benefit, but also for the organizations themselves.” “Be selective about the partnerships you do take on,” concludes Katy. “Take a step back and reassess if you feel unsure about their commitment to the work you're doing. Ask more questions, and make sure that you're on the same page about what this partnership means for both of you.” Give “Red Sky Fuel for Thought” a listen, and subscribe to the show on iTunes, Spotify or your favorite podcasting app. Don't forget to rate and review to help more people find us!Follow Red Havas for a daily dose of comms news:·     Twitter·     Facebook·     Instagram·     LinkedIn Subscribe:Don't forget to subscribe to the show using your favorite podcasting app.·     iTunes·     Spotify What did you love? What would you like to hear about next?Remember to rate and review today's show; we'd love to hear from you!  

CFA Institute Take 15 Podcast Series
Keeping Risk Management at the Forefront to Achieve Return Goals

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Nov 30, 2022 18:52


“Risk” in investment management has many definitions and dimensions. For investors, it's not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio's risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA, Quant & Analytics Specialist at FactSet, discuss how risk budgeting, risk modeling, and risk assessment tools add value in the portfolio management process and can help investors stick to their investment plan and allocations, especially through turbulent periods, to achieve better performance outcomes.

Something More with Chris Boyd  Show Podcasts
Housing Security, Champ Homes; New World Order or Continued Global Economy?

Something More with Chris Boyd Show Podcasts

Play Episode Listen Later Nov 30, 2022 47:11


Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent “housing crisis.” With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn their lives around. They measure their success rate by the number of people who move on from Champ Homes. Jeff is joined by CIO Brian Regan, CFA®, to talk about Brian's recent article New World Order or Continued Global Economy? published on TheStreet.com. They get into a geopolitical discussion, and then cover financial market news as Brian shares his opposition to the cryptocurrency market.

The Investors First Podcast
Mark Brewer, Central Florida Foundation: Strategic Philanthropy: Head, Heart & Wallet

The Investors First Podcast

Play Episode Listen Later Nov 29, 2022 45:09


Our guest today is Mark Brewer, President and CEO of the Central Florida Foundation. Mark frequently advises private and corporate foundation grantmakers across the region and plays a public policy advisory role on strategy and advisory boards around the state of Florida.   Our conversation on this Giving Tuesday focuses on the role philanthropy in society, best practices on how to be strategic about causes you choose to support, and the major areas of need in Central Florida today.   Our co-hosts today are Steve Curley, CFA, and Colby Donovan. Please enjoy the episode.    Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

All The Credit
The Bonds are Back in Town: Discussing Potential Interest Rate Paths and Why “Low for Long” Might Be a Thing of the Past

All The Credit

Play Episode Listen Later Nov 29, 2022 38:01


For the first time in decades, long-term interest rates have broken out of their steady downtrend with recent spikes. Is this a temporary irregularity? Or could today's rate environment be a new paradigm? In this episode, Robert Tipp, CFA, Chief Investment Strategist, examines how we arrived at “low for long,” questioning if it was a failed experiment and if leaving it in the past might actually be a good thing. Robert also provides his thoughts on potential interest rate paths and soft versus hard landing possibilities in 2023. Recorded on November 17, 2022.

Bogleheads On Investing Podcast
Episode 052: Ryan Barrett and Mike Piper on estate planning, host Rick Ferri

Bogleheads On Investing Podcast

Play Episode Listen Later Nov 29, 2022 58:07


Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. Roughly half of my new clients either have no estate plan or an incomplete plan or an outdated plan. My two guests to discuss the issues are Ryan Barrett, a member of both the State Bar of California and Utah State Bar, and Mike Piper, CPA.   Ryan is an estate planning attorney who began his legal career in southern California ten years ago after obtaining a Juris Doctor as well as a Master of Business Administration from a concurrent program at Pepperdine Law and Pepperdine Graziadio Business School. Mike is the author of the popular blog “Oblivious Investor” at ObliviousInvestor.com and the creator of the free Open Social Security calculator at OpenSocialSecurity.com. He is also the author of several books on taxes, investing, and Social Security, and now a new book, After the Death of Your Spouse: Next Financial Steps for Surviving Spouses.   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 forum 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.

Student Loan Planner
The Backdoor PSLF Waiver and Payment Pause Extension Explained

Student Loan Planner

Play Episode Listen Later Nov 29, 2022 46:58


Why the PSLF waiver (that expired last month) isn't really over and the confusing extension to the student loan payment pause are just two recent developments that continue to unfold around student loans. Senior Student Loan Advisors Rob Bertman, CFA, CFP®, and Meagan McGuire (Landress), CSLP®, as well as Student Loan Advisor Sim Terwilliger, CFP®, CSLP®, will walk you through the latest updates that can make or break your student loan repayment plan.  In today's episode, you'll find out: Why the PSLF waiver isn't really over The latest extension to the payment freeze What it means to extend the payment pause to 60 days after relief is granted How the delayed payments impact federal student loans How the IDR waiver came about PSLF eligibility under the IDR waiver How to know if you qualify for longer-term forgiveness What to expect in July 2023 for PSLF The PSLF changes that take effect July 1, 2023, and why there's no retroactive credit The impact of consolidating direct loans when working in public service How the weight average payment count will be calculated Why the payment pause is coming at the perfect time   Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Google Podcasts Leave an honest review on Apple Podcasts  Follow on Facebook, Twitter, or LinkedIn Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan   Do you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!

The Long View
Wesley Gray: Perspectives on Market Efficiency, Investor Behavior, and ETFs

The Long View

Play Episode Listen Later Nov 29, 2022 57:22


Our guest this week is Wes Gray. Wes is the CEO, chief investment officer, and founder of Alpha Architect, a Registered Investment Advisor that offers ETFs and works with other RIAs to launch their own ETFs. An accomplished researcher and writer, Wes has authored numerous books on investing and financial topics, including Quantitative Value and Quantitative Momentum. Before founding Alpha Architect, Wes worked in academia and consulted for a family office. Wes' path into finance began at the University of Chicago, where he earned his MBA and Ph.D. and studied under Nobel Prize winner Eugene Fama. Prior to that, Wes served as a captain in the United States Marine Corps. In addition to his MBA and Ph.D., Wes also earned a bachelor's degree in economics from The Wharton School.BackgroundBioTwitter handle: @alphaarchitectAlpha ArchitectQuantitative Momentum: A Practitioner's Guide to Building a Momentum-Based Stock Selection System, by Wesley Gray, Ph.D., and Jack Vogel, Ph.D.Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors, by Wesley Gray, Ph.D., and Tobias Carlisle, LLBActive Investing“Even God Would Get Fired as an Active Investor,” by Wesley Gray, alphaarchitect.com, Feb. 2, 2016.“Has the Stock Market Systematically Changed?” by Wesley Gray, alphaarchitect.com, Sept. 20, 2022.“The Cross Section of Stock Returns Pre-CRSP Data: Value and Momentum Are Confirmed as Robust Anomalies,” by Elisabetta Basilico, Ph.D., CFA, alphaarchitect.com, Nov. 7, 2022.Stock Market/Trend-Following“How I Invest My Own Money: Robust to Chaos,” by Wesley Gray, alphaarchitect.com, June 24, 2022.“Trend Following: The Epitome of No Pain, No Gain,” by Wesley Gray, alphaarchitect.com, June 26, 2019.“Trend-Following: A Deep Dive Into a Unique Risk Premium,” by Wesley Gray, alphaarchitect.com, Oct. 18, 2017.“Does Emerging Markets Investing Make Sense?” by Wesley Gray, alphaarchitect.com, June 17, 2022.Value Investing“Value Investing Live Recap: Wesley Gray,” by Graham Griffin, gurufocus.com, Aug. 25, 2021.“Value Investing: Headwinds, Tailwinds, and Variables,” by Ryan Kirlin, alphaarchitect.com, May 20, 2022.“Value Investing: What History Says About Five-Year Periods After Valuation Peaks,” by Jack Vogel, Ph.D., alphaarchitect.com, Dec. 21, 2021.Behavioral Investing“Terry Odean: Who's on the Other Side of the Trade?” The Long View podcast, Morningstar.com, May 14, 2022.“Behavioral Finance Warning: Humans Love Complexity,” by Wesley Gray, alphaarchitect.com, Aug. 3, 2021.“Individual Investor Behavior: What Does the Research Say?” by Wesley Gray, alphaarchitect.com, July 22, 2022.“Momentum Investing, Like Value Investing, Is Simple, but Not Easy,” by Wesley Gray, alphaarchitect.com, Sept. 18, 2018.Bonds and ETF Investing“Treasury Bonds: Buy and Hold, or Trend Follow?” by Wesley Gray, alphaarchitect.com, Aug. 10, 2022.“Why Advisors (and Family Offices) Should Consider Creating Their Own ETFs,” by Pat Cleary, alphaarchitect.com, Nov. 4, 2022.“ETF Tax Efficiency Isn't Always Efficient,” by Sean Hegarty, alpharchitect.com, Feb. 25, 2022.

20/20 MONEY
Student loan planning in a post-COVID and uncertain legislative environment with Rob Bertman from Student Loan Planner

20/20 MONEY

Play Episode Listen Later Nov 28, 2022 54:06


Welcome to this episode of 20/20 Money! My guest on today's show is Rob Bertman. Rob is a senior consultant for Student Loan Planner who specializes in making customized, easy-to-implement student loan plans for people with 6-figure student debt and up. He has been a financial professional for nearly 20 years and holds both the CFA and CFP® designations.  Rob is also the founder of Family Budget Expert where he helps parents who feel behind financially finally find the extra money to build savings and pay off debt without a restrictive budget and even if they don't see eye-to-eye with their spouse.   In this conversation, Rob shares an update on the current state of affairs in the student loan area given all the changes that have occurred legislatively and politically. He also talks in detail about the new IDR (Income Driven Repayment) waiver, what the change in servicers have meant to borrowers, how to begin understanding what you actually owe, how optometrists should think about a student loan repayment plan in a rising interest rate environment, and refinancing options for ODs that are going to be refinancing their loans.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to help them live their best life on purpose. You can also check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars. Lastly, if you're interested in learning more about the upcoming launch of the 20/20 Money Membership, please check out the link in the Resources to learn more about what we have in store for you!   And with that introduction, I hope you enjoy my conversation with Rob Bertman.   Resources: 20/20 Money Community Information Studentloanplanner.com Optometry Posts NSLDS link Refi Page at Student Loan Planner Refi Page at ODs on Finance ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify Google Podcasts Stitcher  ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

On this week's episode of Conversations for Financial Professionals, I chat with Stephen Schiestel, CFA about understanding the importance of building communication skills when coming into any financial services profession.   In this episode, you'll discover:

CFA UK
Episode 11 Part 2: Fiduciary duty and the limitations of GFANZ

CFA UK

Play Episode Listen Later Nov 25, 2022 29:35


In part two of our latest Climate Change podcast episode, Tom Gosling, Executive Fellow, London Business School and John Teahan, CFA continue the conversation by discussing Tom's two blogs on the Glasgow Financial Alliance for Net Zero (GFANZ) and the clash that developed over commitments made under that umbrella body. Tom explains that the overarching commitments made by GFANZ to limit global warming to 1.5C, which scientists claim is almost impossible. This creates limitations for asset managers who must now quickly energise the transition at the portfolio level to support climate solutions and policy. He discusses whether 1.5C is an optimal target for investors, whether portfolio decarbonisation has a tangible real-world impact, and the implications of these targets on future market trends. Does this mean that asset managers are being forced to hit unreasonable targets? And are we inhibiting government action by doing so? Explore the conversation by listening today.

CFA UK
Episode 11 Part 1: Fiduciary duty and the role of lobbying in climate change

CFA UK

Play Episode Listen Later Nov 25, 2022 27:49


In part one of our latest Climate Change podcast episode, Tom Gosling, Executive Fellow, London Business School and John Teahan, CFA discuss Tom's work assessing evidence underpinning sustainability research. They consider non-financial issues, within the context of our fiduciary duty, as stewards of our client's capital. Tom has researched and written extensively on subjects such as pay, corporate governance, sustainable investing, stakeholder capitalism, and climate. His curiosity in these issues grew from a personal commitment to reduce his own carbon footprint by 50% by 2025. In this podcast, Tom explores how the corporate governance system and the interaction between investors and companies either support or inhibit the wider societal changes we need to make. Discover whether there is pressure to only focus on the positives of ESG, and consider examples of impact from companies like Sainsbury's. Listen to Tom's story and his findings to learn more about these issues.

Afrique Économie
Congo-Brazzaville: les communautés veulent sortir de la dépendance de la viande de brousse

Afrique Économie

Play Episode Listen Later Nov 24, 2022 2:15


Vendre la viande de brousse a toujours été la principale activité génératrice de revenus pour les communautés de Kabo, localité située dans la périphérie du parc de Nouabalé Ndoki, dans le département de la Sangha, au nord du Congo-Brazzaville. Désormais, l'Agence américaine de développement international (Usaid) mène dans cette zone un projet permettant aux bénéficiaires de diversifier leurs activités et revenus. De notre envoyé spécial à Kabo, Ce matin dans les rues de Kabo le nombre de moutons et de chèvres, lâchés par leurs bergers, à la recherche de pâturages, est impressionnant. Plusieurs heures plus tard, nous retrouvons au moins une quarantaine de têtes dans la bergerie de Christelle, une femme de 34 ans. Elle est dans un micro-projet qui a bénéficié de l'appui technique du projet de diversification des revenus de l'Usaid. « Notre première préoccupation est de changer les habitudes alimentaires : au lieu de consommer seulement la viande de brousse, les gens peuvent manger également du mouton ou du poulet […] Les gens ne se désintéressent pas encore trop de la viande de brousse. C'est un début [pour nous, les éleveurs]. Il faut attendre au moins dix ans », affirme-t-elle. Pas de prix fixe C'est juste une épave d'un congélateur qui sépare la bergerie et le poulailler de Christelle, dans la cour arrière de sa maison. Citoyen d'origine sénégalaise, installé à Kabo depuis 20 ans, Boubou Ndiaye élève également les moutons. « Nos prix de vente dépendent de la grandeur des bêtes. Il y a certains mâles qu'on peut vendre à 60 000 francs CFA (91,40 euros). Certaines femelles reviennent à 45 000 francs CFA (68 euros) ou 40 000 francs CFA (60 euros). Il n'y a pas un prix fixe. Quand il y a la Tabaski, c'est une opportunité pour nous de vendre plus de moutons », témoigne-t-il. À côté, Boubou Ndiaye fabrique du pain local et s'intéresse aussi à la culture du cacao. « Aider les communautés à mieux se prendre en charge » Mohamed Ali Boucka Mouity, un des animateurs du projet de diversification des revenus de l'Usaid nous dégage son intérêt. « Notre objectif, c'est réduire le commerce de la viande de brousse. Dans ce cas, il faut des activités alternatives pour aider les communautés à mieux se prendre en charge », indique-t-il. Dans la zone de Kabo, les animateurs de projets qui travaillent à limiter la pression sur la faune, multiplient les initiatives pour concilier conservation et sécurité alimentaire. Fortuné Iyengué est conseiller technique principal du Progepp, Projet de gestion des écosystèmes périphériques du parc de Nouabalé Ndoki. « C'est vrai qu'on a souvent reproché aux acteurs de la conservation de se limiter seulement à la conservation. Maintenant, on s'est dit qu'en travaillant avec les communautés, il faut les activités alternatives. C'est quelque chose de bienvenu pour que les communautés puissent souffler », relève-t-il. Dans la périphérie du parc de Noubalé Ndoki, les conservateurs estiment que le niveau du braconnage a un peu baissé depuis l'inscription de ce site sur la liste du patrimoine mondial en 2012.

Above Board with CandorPath
Loss Fatigue with Michael Scott, CFA

Above Board with CandorPath

Play Episode Listen Later Nov 23, 2022 29:50


As we approach the end of 2022, many are feeling the emotions of market loss and economic woes. In today's episode, we welcome Michael Scott, CFA to the podcast. Michael uses some very relatable analogies to understand the journey of long term investing. The guys also talk about some useful strategies to deploy when it comes to market volatility. For more information, please visit candorpath.com/blog

Reclaim Your Career
The Money Talk! Financial Do's and Dont's for Navigating Your Career With Cameron Rogers From Ellevest

Reclaim Your Career

Play Episode Listen Later Nov 23, 2022 37:14


Cameron Rogers is the Private Wealth Advisor at Ellevest, the only investing platform built for women by women. She is a CFA who has spent her career advising high-net-worth individuals and some of the country's largest institutional investors. Cameron advises clients on generational wealth, investing for financial and social impact, and nonprofit investment strategy. She acquired a bachelor's degree in finance from Georgetown University. In this episode… Are you a woman that would like to take charge of your financial future? Where can you get the financial support you need to build wealth? According to Cameron Rogers, the financial well-being of women has been challenged for ages. The world has made women believe it's taboo to own investments or have careers with C-suite roles in an organization. Research on the relationship between women and money shows the tangible benefits of women controlling their own money. Cameron now shares how her company is helping women take action and build the life they want.  In this episode of Reclaim Your Career, Jess Galica is joined by Cameron Rogers, the Private Wealth Advisor at Ellevest, to discuss how they are helping women navigate through their careers and build wealth. Cameron explains how she got started in the finance world, what women should consider when making career decisions, understanding your career as a financial asset, and trends in women's finances.

Aujourd'hui l'économie
Vers un marché des capitaux africain, de Johannesburg à Casablanca

Aujourd'hui l'économie

Play Episode Listen Later Nov 22, 2022 3:56


Les plus grandes Bourses d'Afrique raccordent leurs réseaux pour faciliter le financement de l'économie. L'interconnexion de sept places financières est une première étape pour créer un marché africain des capitaux. Sept Bourses participent à cette plateforme encore en phase expérimentale : Johannesburg, Lagos, Nairobi, Casablanca pour le Maroc, Abidjan, la Bourse d'Égypte et celle de Maurice. Une union hétéroclite par la taille des participants : la BRGM qui regroupe les huit pays de la sous-région pesait 10 milliards de dollars en capitalisation boursière à la fin 2021, dix fois moins que Johannesburg, la plus ancienne et la plus prospère des Bourses africaines avec plus de 1 000 milliards de dollars de capitalisation au compteur. Mais l'interconnexion n'est pas la fusion, c'est surtout un moyen de mieux faire circuler l'argent d'un pays à l'autre dans un continent encore hyper-fragmenté. Concrètement comment ça marche ? Avec cette plateforme, un Ivoirien peut acheter une action émise à Nairobi en s'adressant au courtier ivoirien assermenté. Celui-ci se mettra alors en relation avec son alter ego kényan pour réaliser l'opération. Les frais ne devraient pas doubler, mais être partagés entre les deux courtiers. Sur un continent où seulement un adulte sur dix a un compte en banque, parler d'investissement transfrontalier en Bourse peut sembler surréaliste. C'est pourtant une évolution indispensable pour rendre la Bourse plus attractive explique Ange Panou, économiste chez Sika Finance. Les épargnants, qu'ils soient des particuliers ou des institutionnels, comme les caisses de retraite, pourront ainsi diversifier leurs placements. Pour les Nigérians qui subissent les dépréciations fréquentes du naira, acheter de la dette émise en francs CFA sur le marché ivoirien, par exemple, peut être un bon moyen de protéger son capital. Passer par des courtiers assermentés, c'est aussi sécuriser son opération précise Ange Ponou. Investir en Bourse est plus sûr que les pyramides de Ponzi frauduleuses qui ont ruiné des Ivoiriens trop crédules. Sans parler des investissements en crypto, si faciles d'accès, mais si dangereux pour préserver la valeur. La Bourse est-elle vraiment appréciée des entreprises africaines ? Aujourd'hui en Afrique, la plupart préfèrent se financer par l'emprunt bancaire ou le private equity, les fonds privés, parce que c'est moins cher, moins exigeant en réglementation, et moins compliqué que la Bourse. Résultat, les fruits de la croissance réalisés par ces entreprises enrichissent les banques ou les fonds mais pas les locaux, tandis qu'en Bourse les dividendes sont redistribués en fin d'année aux actionnaires locaux. L'interconnexion permettra ainsi de drainer des capitaux venus de nouveaux horizons et donc d'attirer les entreprises. À condition de créer aussi de nouveaux marchés adaptés à la taille des PME qui forment 80% du tissu économique d'un pays comme la Côte d'Ivoire. Au départ, ce sont les États qui ont fait la promotion de l'interconnexion des Bourses africaines L'idée est lancée en 2015. Les États réalisent que lever des capitaux sur les marchés occidentaux, les fameux Eurobonds, peut se révéler dangereux quand l'euro ou le dollar se raffermit. Avec l'interconnexion des Bourses, ils espèrent pouvoir se financer sur le marché africain, ce qui réduit partiellement le risque de change, et les rend moins dépendants des créanciers occidentaux, ou asiatiques, en cas de crise de la dette. La pandémie a fragilisé les finances des États africains, mais elle a aussi accéléré les projets d'interconnexion des bourses, estime Ange Ponou. Si l'expérience menée depuis vendredi est concluante, la nouvelle plateforme sera inaugurée début décembre à Abidjan.

The Capital Stack
Nicolas Lopez of HCAP on Impact Investing and Mezz Debt

The Capital Stack

Play Episode Listen Later Nov 22, 2022 29:07


Today, David is talking to Nicolas Lopez. Nicolas joined HCAP Partners in 2013 and is responsible for originating, structuring, closing, and monitoring portfolio investments. He has been instrumental in many of the firm's portfolio investments, which achieved fast growth and realized significant value for shareholders and employees. Nicolas is a board member of HCAP Partners portfolio companies Lone Star Analysis, DYPER™, and FleetNurse and is a board observer for 5th Kind.Before joining HCAP Partners, Nicolas was in their corporate development group with Best Buy, Inc. Nicolas joined Best Buy in 2010, where he helped identify, evaluate and support early-stage investment opportunities. He was also very involved with strategic initiatives at Best Buy, working with various cross-functional business groups to drive shareholder value. Before joining Best Buy, Nicolas worked in investment banking and investment management.Nicolas attended the University of Southern California, earning an M.B.A., and San Diego State University, earning a B.S. in Business Administration. He is also a CFA charterholder.What You'll Learn:Understanding Mezzanine CapitalInvesting through a Small Business Investment Company (SBIC)Investment Conflict (Lender vs. Equity Holder in the Same Company)Impact InvestingValue Alignment before InvestingFundraising as an Impact Investment FundDeal Structure in the Current EconomyFavorite Quote:“With everything happening in the last couple of years, with covid and remote work, what makes a quality job is becoming more important. Pay is always on top of the list, but what else is important for employees.”The Capital StackAll Things Tech Investing and Value CreationEarly growth investor David Paul interviews the world's most excellent ecosystem, learns how to start and scale your own business, and finds an edge in today's capital markets. To connect with David, visit the following:Twitter - CLICK HERESubstack - CLICK HERELinkedIn - CLICK HEREIG - CLICK HEREDISCLAIMER:David Paul is the founder and general partner at DWP Capital. All opinions expressed by David and podcast guests are solely their own opinions and do not reflect the opinions of DWP capital. This podcast is for formational purposes only and should not be relied upon for decisions. David and guests may maintain positions in the securities discussed on this podcast.

Grand reportage
Le pari crypto en Centrafrique: miracle ou mirage?

Grand reportage

Play Episode Listen Later Nov 22, 2022 19:30


Il y a 7 mois, le 22 avril 2022, l'Assemblée nationale centrafricaine adoptait une loi légalisant l'utilisation des cryptomonnaies dans le pays. Le bitcoin devenait une monnaie officielle, à côté du franc CFA, et le gouvernement lançait en juillet 2022 le projet Sango, sa propre monnaie numérique, censée transformer radicalement l'économie. Révolution pour les uns, impasse voire arnaque pour les autres, les avis sont tranchés sur ce projet qui peine à démarrer. «Le pari crypto en Centrafrique : miracle ou mirage ?», un Grand reportage à Bangui de François Mazet et Rolf-Steve Domia-Leu.

Money Talks Radio Show - Atlanta, GA
Case Study: What Might Work in a Recession?

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Nov 22, 2022 8:56


This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the possibility of a recession, what this recession may look like, and what positions may work for investors. Read the Article: https://www.henssler.com/if-a-recession-is-ahead-what-positions-will-benefit-portfolios 

Money Talks Radio Show - Atlanta, GA
Our Three Cents: The Flow of Assets and Business Interest

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Nov 22, 2022 17:33


Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by attorney Arun Gupta from Reeves Law P.C., to discus how corporate documents and personal estate planning go hand in hand when it comes to business interests. While estate planning documents can be unpleasant to think about, both corporate documents and an estate plan are essential for the flow of assets when a business owner dies. "Our Three Cents” is a spinoff podcast of “Money Talks,” focusing on good business strategies, business valuations, and business exit planning. “Our Three Cents” is brought to you by Henssler Financial.Click Here to Subscribe to the Henssler Money Talks podcast. 

Palisade Radio
Michael Gayed: The Only Year in History when Treasuries have Lost More than Stocks

Palisade Radio

Play Episode Listen Later Nov 22, 2022 41:48


Tom welcomes back Michael Gayed, Portfolio Manager at Toroso Asset Management. Michael is the author and publisher of the Lead-Lag Report. Michael discusses how insane this year has been and how this is the only year in history where treasuries have lost more money than stocks. The only period it can be compared with is 1931. We're in very abnormal territory. People can get overly comfortable if something isn't happening immediately. We saw that with FTX and Lehman Brothers collapses. The beauty of FinTwit is the ability to see the short-term perspective of investors. Michael says, "When investment becomes religion, it's time to lose faith." This is what happens in markets people get overly confident in markets, and we're seeing margin calls in crypto. Usually, margin calls aren't limited to just one asset class. He explains the terms risk on and risk off. For the bulk of this year, Toroso's signals have been risk-off and defensive. The melt-up scenario is still very much in play, but we're in a recession. Melt ups are basically just FOMO which eventually fizzle out. A split government isn't a bad thing for markets and the economy. The best thing is to lower fiscal spending to reduce inflationary pressures long term. In many ways, the Fed may be trying to counter seasonality. The strength in the dollar is usually tied to a good treasury market, but this year is the exception. The persistence of the dollar has been relentless until recently. The bear market will continue to take some time to play out. We're setting records for the rate of change in many areas. All the statistics are showing that something is not normal. All investors can do is hope that it ends, and Michael is seeing some reason for optimism. Gold needs the dollar to underperform, and the market needs to believe that a bear market will persist. The link between miners and gold price is not that correlated. Miners are dependent on additional factors like energy and input costs to consider. At some point, we end up in a similar debt to GDP situation with that of Japan. Who knows where we will be in another ten years. Time Stamp References:0:00 - Introduction0:35 - Sanity Check3:26 - Contagion & Risk8:54 - Melt Up Thesis16:22 - Fed & China18:48 - OPEC & SPR21:53 - Commodities & Lumber23:50 - Dollar Strength26:25 - Foreign Dollar Demand29:39 - Gold & The Dollar32:17 - Gold Miners33:29 - Layoffs & Retail36:44 - Pivot & Future Inflation38:49 - Brazil40:45 - Wrap Up Talking Points From This Week's Episode Why this year is highly abnormal in U.S. history.Risk on and off metrics and why he is positioned defensively.Why a split government is good for the economy and inflation expectations.The outlook for gold and correlations with miners. Guest Links:Website: https://www.leadlagreport.com/Website: http://torosoinv.com/Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/theleadlagreport Michael A. Gayed, CFA, is Portfolio Manager at Toroso Asset Management, an award-winning author and publisher of The Lead-Lag Report. Michael is a well-respected results-oriented Investment Manager, showcasing 15 years of successfully executing initiatives that result in significant revenue growth. In addition, he is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management. Michael offers a proven track record of evaluating business/investment opportunities, quickly understanding market dynamics and relationships. He is also an out-of-the-box thinker committed to strengthening organizations' financial performance through dedicated hard work and a passion for investing. He is a graduate of (Cum Laude) NYU Stern School of Business with a Double Major in Finance & Management and holds a Bachelor of Science in Finance & Management. In addition, he is a Chartered Financial Analyst from the CFA Institute.

Research Insights, a Society of Actuaries Podcast
Research Focus Edition, Open Enrollment

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Nov 21, 2022 28:19


In this research focus edition podcast, listen to R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director discuss Open Enrollment. Review the SOA Research Institute healthcare research. We welcome your suggestions for future research focus podcasts, and your questions or comments at researchinsights@soa.org

Get Your FILL
How to Get Great Financial Advice with Michael Allison

Get Your FILL

Play Episode Listen Later Nov 21, 2022 44:35


Do your palms sweat whenever you think about your finances? Do you dread conversations with financial advisors because you hate people talking over your head or condescending? On this week's Get Your FILL - Financial Independence & Long Life podcast, Certified Financial Analyst and Planner, Michael Allison, shares his recipe for a rewarding and successful financial future. Link to video Link to Michael's website Connect with Mike From Michael Allison Hi there! I'm Michael Allison, CFA, CFP® (“Mike”) and I'm the Founder and CEO of New Lantern Advisors. We are an independent fiduciary, fee-only, longevity based financial planning and investment management firm. We are based in Saratoga Springs, NY, but work virtually with clients from all over the country. At the end of 2021, I "retired" after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. With my partners and teammates, we built a multi-billion dollar, market share leading global equity option income franchise. It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. In 2022, I founded New Lantern Advisors so that I could more directly serve a select group of clients, as well as help fellow advisors serve their own clients. I guide our clients to a brighter retirement by helping them figure out "What is Your What's Next?" A few nuggets about me: I'm a native Texan and my family back home has never forgiven me for leaving because: I lived in the Boston, MA area for most of my corporate career, and with my wife, raised two (now adult) children, but: We recently moved to Upstate NY to be closer to our oldest child. I'm no longer a "suit". My Superpower: The ability to effectively communicate complex investment concepts and make them understandable and accessible to non-professionals. My Kryptonite: Green olives. My Favorite Band: Rush (I've been a drummer since I was a teenager) My Favorite Book: The Fourth Turning (Strauss and Howe)

This Week in Intelligent Investing
Reflecting on the FTX Debacle and the Factors That Made It Possible

This Week in Intelligent Investing

Play Episode Listen Later Nov 20, 2022 52:18


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the FTX debacle and the factors that made such an epic disaster not only possible but perhaps likely. 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. 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.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks - November 19, 2022

Money Talks Radio Show - Atlanta, GA

Play Episode Play 47 sec Highlight Listen Later Nov 19, 2022 45:11


Henssler Money Talks – November 19, 2022Season 36, Episode 47This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss interest rates and the possibility of what a recession may look like. They take a closer look at the macroeconomics of the market and mid-term elections. They round out the show by answering listeners' questions on why the market acts on certain news.Timestamps and Chapters00:00     Market Roundup: Covering Oct. 14 – Nov. 18, 202223:00     Case Study: What Might Work in a Recession?33:33     Q&A Time: How does the “rational” market pick which news to listen to?Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

PALADIN FINANCIAL TALK
The Votes Are In Market Update

PALADIN FINANCIAL TALK

Play Episode Listen Later Nov 19, 2022


We welcome Keith Gangl, CFA, Portfolio Manager with Gradient Investments to talk about what the election results might mean for the financial markets.

Débat du jour
Faut-il renoncer aux cryptomonnaies?

Débat du jour

Play Episode Listen Later Nov 18, 2022 29:30


On nous les présentait comme l'avenir de nos monnaies. Les cryptomonnaies devaient être notre futur. Là où nos euros et nos CFA étaient promis dans 30 ou 40 ans à ne plus avoir de valeur. Mais voilà, lundi, ce fut une gueule de bois mémorable dans le milieu de la cryptomonnaie : FTX, l'une des principales plateformes, était en faillite. Sa banqueroute a fait trembler et continue de faire trembler les cryptomonnaies. Peut-on encore avoir confiance dans les monnaies numériques et dans les plateformes qui les gèrent ? Ou bien faut-il plus de régulation ? Plus de contrôle dans un secteur qui s'est construit contre les banques, les banques centrales et les États ? Au-delà de FTX qui fait dévisser le bitcoin et l'Ethereum, les krachs se sont multipliés.  Avec :  - Mélodie Ambroise, directrice stratégique et relation institutionnelle de l'association pour le développement des actifs numériques (ADAN) - Jérôme Mathis, professeur en Économie et en Finance à l'Université Paris-Dauphine - Raphael Bloch, cofondateur et rédacteur en chef de The Big Whale, média spécialisé dans le web3.

Fill The Gap: The Official Podcast of the CMT Association
Episode 23: Atul Suri & David Lundgren CMT, CFA | Live from the APAC Summit 2022

Fill The Gap: The Official Podcast of the CMT Association

Play Episode Play 60 sec Highlight Listen Later Nov 18, 2022 75:57


Fill The Gap Live: Investment Management Trends at an Inflection PointInterview recorded Live at CMT APAC Summit 2022 in Mumbai India on Nov 5, 2022In this live installment of Fill the Gap, the official podcast of the CMT Association, global money management veterans share how they use technical analysis in their trend following investment process for market outperformance over the long run.With front row seats to the evolution of equity markets for more than three decades, Atul Suri and David Lundgren, CMT, CFA have learned many lessons managing returns over multiple market cycles. They will discuss the strategies used in their respective funds and unpack the objectives of trend following including how to identify, engage, and stay in trending securities by utilizing the tools of technical analysis.As an investment style, trend following has existed for a very long time. Some 200 years ago, the classical economist David Ricardo's imperative to “cut short your losses” and “let your profits run on” suggested an attention to trends. Early in the last century, the legendary American trader Jesse Livermore stated explicitly that the “big money was not in the individual fluctuations but in … sizing up the entire market and its trend.” Understanding that the market is efficient, but also trends, confirms how technical analysis can help investors uncover attractive investment opportunities. Leading, coincident, and lagging indicators of trend change as well as Relative Strength will give the audience a clear perspective on how they might incorporate technical analysis into their own investment process.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. Join us in conversation with the men and women of Wall St. who discovered, engineered, and refined the discipline of technical market analysis to improve your own investment decision making and approach to markets.For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

Portfolio Intelligence
How financial professionals may benefit from leveraging the power of model portfolios

Portfolio Intelligence

Play Episode Listen Later Nov 18, 2022 23:49


In this episode, Katie Baker, senior national account manager and model delivery lead at John Hancock Investment Management, and Bruce Picard, CFA, portfolio manager and head of model portfolios at Manulife Investment Management, discuss potential opportunities in model portfolios. They explore the potential benefits of leveraging asset allocation models on the business and the investment front, explain how using model portfolios could potentially be helpful to advisors throughout their careers, and identify what attributes to look for when researching model portfolios. Finally, Katie and Bruce discuss how their teams seek to ensure that the model portfolios they build align with the needs of advisors and their clients.

Portfolio Intelligence
Our market outlook looking ahead to 2023

Portfolio Intelligence

Play Episode Listen Later Nov 18, 2022 16:52


In this episode, our chief investment strategists, Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, analyze recent market movements and discuss what they're expecting to see in 2023. They offer their views on the potential course of the U.S. Federal Reserve's interest-rate increases in coming months, explore opportunities in equities and fixed income, and unpack the impact of U.S. dollar volatility on international equities. Finally, Emily and Matt discuss the market impact of the U.S. midterm election.

Fueling Deals
Episode 201: M&A Talk with Leading RIA Aggregators and Integrators: Matthew Cooper of Beacon Pointe Advisors

Fueling Deals

Play Episode Listen Later Nov 18, 2022 42:27


There are many impressive things about Matthew Cooper. In addition to being featured in Forbes Magazine, he was named a finalist for “Individual Thought Leader of the Year” for the 2019 WealthManagement.com Wealthies Industry Awards, and he was the winner of “M&A Leader of the Year” for the 2022 WealthManagement.com Wealthies Industry Awards. But, most meaningful to Matthew is the business that he is a Founding Partner and President of, Beacon Pointe Advisors, one of the U.S.'s most successful RIA firms with locations spanning all over the country. The RIA industry wasn't Matt's first business calling. As a matter of fact, after graduating from college, he entered the life insurance industry. Nevertheless, life has its turns, and that life insurance firm branched out into the RIA arena and, as Matt says, “Here we are.” Since he was the one to work out deals when a client's loved one passed away, he had an early start at dealmaking. Through this early education in dealmaking, Matt took that knowledge and built Beacon Pointe into what it is today, a remarkable RIA powerhouse firm and acquirer. 13,000+ clients 375+ on staff nationwide 220+ Designations and Certifications including CFA, CFP®,JD, MST Since March 2020 -- after bringing in Beacon Pointe's first capital partner -- completed 24 successful transactions BRINGING IN A CAPITAL PARTNER For nearly 20 years, Beacon Pointe had no capital partner. That changed when they took on two underlying RIAs – one expressly for the inorganic growth side of the business – and discovered they weren't as aligned as they had believed. Not only did the M&A RIA start to grow larger than the other RIA, but several veteran shareholders were looking to exit and cash out. This misalignment paired with the timing of shareholders wanting to exit, caused Matt to see the natural need to bring in outside capital and merge the two RIAs together. Alignment is extremely critical in M&A; if one facet is out of sync, the entire thing might come crumbling down like a house of cards in a downpour. Matt took on the challenge, recognized the opportunity, and decided to bring in a capital partner to help the firm evolve. Choosing the right capital partner can: Help you strategically Offer your business more value Lessen potential risks Accelerate growth For Matt and Beacon Pointe, the right partner was KKR & Co. IT'S NOT A HOBBY As a dealmaker, Matt has been doing a lot of heavy lifting through Beacon Point. To make even one successful deal – let alone the volume and caliber of deals Matt makes – it takes a great deal of knowledge, tenacity, and dedication. Matt emphasizes the importance of dealmaking as a conscious exercise; “It's not a hobby,” he adds. Nothing could be truer. For Matt to make such effective deals at the volume he does, he has a process that he sticks by: Keeping his mindset sharp on the deal, remembering “it's not a hobby”. Having teams built and in place: one team to source the potential deals, do due diligence, and then build the LOI. Following the LOI, an integration team performs further due diligence and remains on-task post-close until the firms are fully integrated. Having all the department heads at Beacon Pointe be a part of the whole process Knowing when to push, and when to ease up in the deal-making process FULLY INTEGRATED MODEL TO SERVE CLIENTS As previously discussed in episode 199 of The DealQuest Podcast, there's debate within the M&A RIA space about aggregators versus integrators. Beacon Pointe is squarely on the fully integrated model side. This means: One brand One ADV One tech stack One company culture The goal, whether you're an aggregator or an integrator, is to reduce confusion of potential targets when there are so many options and choices available these days in the RIA space. To help mitigate confusion, Matt constructed a consistent story in the marketplace regarding Beacon Pointe's all-wealth approach. This allows the various teams across the U.S. to have the flexibility and speak with their own voices while remaining on agenda with Beacon Pointe's strategy. Matt's approach to dealmaking is very people-oriented, so it really is about how well people within his firms get along, so he has three pillars he focuses on with Beacon Pointe: Access to institutional quality investments Life and legacy planning Impact initiatives EQUITY-FORWARD AND MAJORITY INVESTORS Another feature of Beacon Point's integrator model is being equity-forward and doing only majority investment deals. Because of the need for cash flow at the time, Beacon Pointe's first nine deals featured a 100% equity swap, but they now prefer to keep the equity between 20% and 60%, with the sweet spot for a typical deal being the high-30% range. These percentages result from the fact that equity is the most expensive consideration for them. However, equity is generally a very attractive incentive to investors, as the higher multiples and growth rate of Beacon Point helps create greater enterprise value for all. Depending on your goals and expectations, bringing in majority investors can be viewed as positive or negative. Some of the attributes of bringing in majority investors: Founders can build their company to be a bit self-operating in that they can take a break from the daily operations by sharing responsibility with majority investors. Sometimes new ownership can add a fresh perspective, which might be precisely what a business needs to be reinvigorated. Each investor is likely going to have a series of people they trust on their end. They may very well want to bring those people in with them, which will offer a fresh perspective and expertise that you may not otherwise have had access to. For founders, a surface-level concern is the need to give up control to majority investors. However, Matt prefers to see and present it as giving a little to gain a lot in the long run. ATTRACTING THE RIGHT CLIENTS UNDER A FULLY INTEGRATED MODEL A significant part of the debate between aggregator versus integrator models is not only the route to the end goal but also the type of clientele you're aiming to attract to your business while avoiding wasting time on deals that won't function well with your model. Beacon Point targets firms with assets ranging from $3 million to $2 billion for Beacon Pointe's fully integrated approach. Those within that target range are the best prospective firms to whom Beacon Pointe can bring the most value in the future. Other attributes Matt seeks in potential firms: An earnest desire to be a planning-first type people, or driven to get a planning-first attitude Those looking to not make a quick exit, but remain for the long term; be it five, ten, or fifteen years. Their intention is to make those upcoming years more prosperous than the previous. Those looking to be proactive and active in building a solid long-term operating company for the clients Primarily standalone RIAs versus wirehouse or IBD advisors. The intention should always be to create your structure to be attractive to the people that want to be involved. If you're not projecting yourself in an appealing manner, you're not going to garner interest, pure and simple. Beacon Points approach is to ensure that equity is split all around to achieve a long-term outcome that satisfies all involved. IT'S ALL ABOUT GROWTH Growth does not only refer to the expansion of your own business, nor just your own personal achievements. The M&A RIA space has undoubtedly evolved and changed over the past decades. Currently, more RIAs are being founded than are being absorbed, so the market is expanding despite the consolidation caused by the aggregators and integrators. Whether you're an aggregator or integrator, or you lie somewhere in between, or considering selling to one, you are part of a natural maturation of the RIA space that will continue for some time. One of the many elements that enables this industry to continue to expand and flourish is healthy competition combined with increasing options for all involved. We appreciate Matt giving us further insight into Beacon Point, one of those quality options, and his view of the RIA industry and deal market in general. Listen to the Full DealQuest Podcast Episode Here • • • FOR MORE ON MATTHEW COOPER AND BEACON POINTE ADVISORS:https://www.linkedin.com/in/mattcooperbpwa/https://www.beaconpointe.com Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!

CFA DFW Charterholder Chatter
Episode 20: Local Investment Legend Series featuring Tom Tull

CFA DFW Charterholder Chatter

Play Episode Listen Later Nov 17, 2022 20:56


What's it like to be responsible for investing $35 billion on behalf of state employees and retirees and managing a staff of 80 people? While at the Employees Retirement System of Texas, Tom Tull was involved with over 200 completed investment transactions totaling $13 billion encompassing private equity, private credit, private real estate, global credit, hedge funds, and special situations. He served in this capacity since 2009 and was responsible for all aspects of public and private markets investments. Prior to ERS, Tom was the Founding Partner of Gulfstream Global Investors and managed the pension investments for LTV Corporation and Cleveland-Cliffs Iron Company. He has degrees from the Ohio State University and Xavier University, is a CFA charterholder, and serves on the advisory board of several organizations, including our local CFA society in Dallas-Ft. Worth. Today, Tom joins me to share more about his professional journey, proud and challenging moments in his career, investment decisions, and aspirations for his legacy.  Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

The Retirement Wisdom Podcast
Navigating Career Crossroads – Justin Smith, CFP, CAP, CFA

The Retirement Wisdom Podcast

Play Episode Listen Later Nov 17, 2022 21:22


Are you ready for the new retirement? The old-fashioned "full-stop" retirement simply doesn't work for everyone. For many people, to retire happy, it includes some form of work - on your own terms. In a hybrid retirement, work - paid or unpaid - can provide meaning, connection, purpose, fulfillment - and some income. There are more options available today to create a hybrid retirement that works for you. But that may mean changing lanes. You'll need to plan ahead and lay the groundwork. Justin Smith, CFP., CAP, CFA of Savant Wealth Management, offers his tips and a tool to help you think outside the box and navigate career crossroads. Justin joins us from Phoenix, Arizona. ________________________ Delaying retirement?  You could wait until you retire and ask What Now? – and then scramble – or drift. Don't be that person. Instead, start planning for the non-financial side of retirement now. Delaying when to retire doesn't mean delaying your preparation. Apply the same principles of design thinking that Nike and other leading companies use to design your future. Learn more about my One-on-One coaching and small group programs. Take the first step toward designing your new life today – schedule a call. __________________________ Bio Justin specializes in helping executives and successful professionals navigate the chapter between full-time work and full-stop retirement, which we call a “Victory Lap.” He has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago. Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on the topics of Victory Lap Retirement and tax-smart retirement planning. Justin loves to cook (especially tacos!) and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football. _____________________________ For More on Justin Smith Website Download The Career Crossroads Workbook ______________________________ Podcast Episodes You May Like How's Your Network? – Kelly Hoey The Unretirement Life – Richard Eisenberg Breaking the Age Code – Dr. Becca Levy Independence Day - Steve Lopez ___________________________ It's Game Time! Win The Retirement Game  “Definitely the best book I've read on the non-financial aspects of retirement.” Amazon    Barnes & Noble    Bookshop.org __________________________________ Wise Quotes On Hybrid Retirement  "I think this is becoming more and more of a movement. Nobody announced it, but it's becoming more and more popular. 20 years ago there was really one path where it was somebody in the C-suite and then they would go serve on a board and they went from working 80 hours a week to working 20 hours a week. They'd still fly around and go to board meetings and things like that. But now that has been democratized and there's countless different ways that people can take a hybrid path. And the big change I'm seeing is that a more people have access to these hybrid paths. Basically anybody who puts in the work can find something that checks all the boxes for them. And the other thing I'm seeing is that people are not waiting until 65 or full retirement age, or the point where they feel fully financial independent. They're jumping off the treadmill earlier and then they're playing that hybrid game longer." On Planning Ahead "In the retirement planning game,

Invité Afrique
Côte d'Ivoire: le «cri de détresse» du Conseil Café-Cacao pour que les multinationales paient les planteurs au juste prix

Invité Afrique

Play Episode Listen Later Nov 17, 2022 5:03


La campagne de commercialisation du cacao bat son plein en Côte d'Ivoire. Mais le contexte semble compliqué : les organisations de planteurs de cacao constatent un « ralentissement » dans la vente de leurs produits. Après avoir boycotté une réunion de la World Cocoa Fondation à Bruxelles en octobre, le Ghana et la Côte d'Ivoire, qui produisent 65% de la production mondiale de cacao, dénoncent le non-respect des engagements pris par les multinationales qui, selon ces deux pays, ne paient pas les 400 dollars/la tonne de prime accordée pour mieux rémunérer les planteurs de cacao. La Côte d'Ivoire menace notamment de suspendre les agréments de durabilité auxquels les multinationales ont souscrit. Quelle issue à ce bras de fer ? Que se passera-t-il après cet ultimatum fixé au 20 novembre ? Yves Brahima Koné, le directeur général du Conseil Café Cacao en Côte d'Ivoire, est notre invité.   RFI : Le Conseil café-cacao a posé un ultimatum au 20 novembre aux multinationales pour qu'elles achètent les productions des planteurs, que va-t-il se passer après le 20 novembre ? Yves Brahima Koné : Certaines multinationales ont commencé à apporter leur soutien à ce que nous avons demandé. Cette semaine, le groupe de travail a encore une séance de travail. Le Ghana, nous-mêmes, et puis il y a l'industrie, donc nous travaillons. Mais trois ans après avoir accepté le différentiel de revenus décent (le DRD) de 400 dollars la tonne, nous faisons le constat que le marché est de plus en plus réticent à payer le différentiel de revenu décent. Quand nos partenaires veulent acheter du cacao, ils nous disent : « Bon, le DRD de 400 dollars on va payer, mais la prime qui bonifie votre cacao, nous allons l'amener à -150, à -200 pounds la tonne », ce qui revient à dire qu'on diminue en fait le différentiel de revenus décent. Cette situation n'est pas tenable pour nous. Est-ce que cette situation ne prouve pas finalement qu'il faut revoir à la baisse le différentiel si les multinationales ne sont pas capables de le payer ? Elles sont capables de le payer : cette année la plupart des multinationales ont augmenté leurs profits de 8%, de 7% et de même plus. Est-ce qu'ils ne sont pas capables de payer ? Parce que quand vous regardez, le prix du cacao est très faible. Le prix du cacao est faible parce qu'il y a beaucoup de cacao : est-ce qu'on ne produit pas trop de cacao par rapport à la demande ? C'est le discours qu'on tient pour faire baisser les prix. On nous dit qu'il y a trop de cacao. Ça fait 4 ans que la Côte d'Ivoire a décidé de stabiliser la production de cacao à 2 millions de tonnes- 2,2 millions. On n'est pas allé au-delà. Donc c'est un discours pour faire baisser le prix, mais ça ne correspond pas à la réalité. Jusqu'où êtes-vous prêt à aller dans cet ultimatum ? Pour nous, c'est un cri de détresse, pour qu'on comprenne qu'on doit payer le planteur. Il y en a certains qui ont commencé à venir, à faire des contrats avec nous, j'espère que les choses vont aller dans la bonne direction. De leur côté, les multinationales affirment qu'elles investissent énormément d'argent, et qu'au final, le cacao leur revient très cher… Mais le cacao ivoirien est cher par rapport à quoi ? On vous dit, coût de production : plus une manne de 13%. Est-ce qu'ils ont trouvé un opérateur économique au monde qui vend sa marchandise moins chère que le coût de production ? Ceux qui vous disent qu'ils font des programmes de durabilité, qui viennent vous faire le bilan, vous verrez que c'est un bilan qui est très maigre. C'est plus de la communication qu'ils font, et ça ne correspond pas à la réalité. Ce qu'on vous dit dans les programmes de certification, le planteur parfois c'est 30 franc CFA qu'il touche. Ce sont des programmes qui n'apportent pas grand-chose à nos planteurs, et ça ne touche qu'un petit groupe de planteurs. Nous, nous voulons que l'ensemble des planteurs soient concernés par l'effort que le marché doit faire pour leur assurer un meilleur prix. Est-ce que le DRD permet vraiment d'améliorer les revenus des producteurs ? Il est évident que le cacao seul ne peut pas sortir le planteur de la pauvreté. Le planteur ne fait pas que du cacao. Nous demandons simplement que le planteur soit payé le juste prix. Il y a un coût de production et il a besoin d'avoir une marge, et il a besoin qu'on puisse lui donner un prix qui lui permette de couvrir ses coûts de production, c'est tout ce que nous demandons. Vous menez ce combat de front avec le Ghana comme allié. Mais le Ghana vit une situation économique et financière très compliquée : est-ce que cela ne va pas jouer en votre défaveur ? Le Ghana, je sais qu'ils ont des problèmes, comme tout le monde le sait, ils ont des problèmes économiques. Mais le planteur est une réalité, il a son produit et nous savons qu'ils ont fixé un prix qui est inférieur au nôtre cette année, je ne sais pas comment les choses vont se passer au Ghana. Mais nous travaillons toujours ensemble. Quand certains disent « le bras de fer » je n'aime pas beaucoup cette expression. Demain (vendredi, ndlr) nous avons une vidéoconférence avec l'essentiel des multinationales sur les questions qui nous concernent. Donc on continue de se parler parce qu'on veut aller vers des solutions qui arrangent tout le monde. Pour l'instant dans l'initiative, vous êtes deux pays, le Ghana et la Côte d'Ivoire. Comment comptez-vous rallier d'autres pays à votre cause ? Depuis que nous avons mis en place l'initiative Côte d'Ivoire – Ghana, d'autres pays veulent entrer dans l'Initiative. Les statuts et la Charte ne permettent pas de le faire. Mais la dernière réunion que nous avons eue du comité de pilotage à Abidjan, le Nigeria était là, le Cameroun était là. Ils sont là comme observateurs. Je pense que d'ici six mois, sans doute, ils vont faire leur entrée dans l'Initiative, et là nous ferons au moins 75% de la production mondiale.

CFA Institute Take 15 Podcast Series
The Growth and Evolution of Active ETFs

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Nov 16, 2022 26:24


ETFs have been popular among investors for many years given the tax advantages, efficiency, and transparency afforded by the ETF structure, but it was regulatory changes implemented in 2019 that leveled the playing field for the issuance of active ETFs. Since then, more active managers, including traditional mutual fund firms, have been bringing actively-managed ETFs to market. Our host, Mike Wallberg, CFA, speaks with Steve Cook, Managing Director and Head of ETFs at Harbor Capital Advisors, about the evolution of active ETFs in the marketplace and discusses the firm's process of creating ETFs that solve investors' problems, using the firm's inflation-hedging ETF as an example. 

Research Insights, a Society of Actuaries Podcast
SOA Research Institute Virtual Open House, October 19, 2022

Research Insights, a Society of Actuaries Podcast

Play Episode Listen Later Nov 16, 2022 22:45


Listen to a special edition podcast. Host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the SOA Research Institute recently held a virtual open house highlighting the work of the Institute and opportunities to get involved in Institute research. We are posting the audio from the open house. Access the corresponding presentation and follow along. We apologize for some occasional background noise. We welcome your questions or comments at researchinsights@soa.org

Money Talks Radio Show - Atlanta, GA
Case Study: State Tax Snare for Remote Workers

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Nov 15, 2022 10:41


Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to tackle a couple's situation on how they're paying state income taxes twice because they work remotely. Read the Article: https://www.henssler.com/remote-workers-may-face-state-income-tax-conundrum 

Tent Talk
B. Griffin on the roll out of the Electronic Farmers Market Nutrition Program in Kentucky

Tent Talk

Play Episode Listen Later Nov 14, 2022 46:38


This week our guest is B. Griffin, Farmers Market Support Program Manager for Community Farm Alliance, a nonprofit serving farmers markets throughout Kentucky. In this episode B. gives us a rundown of the new Electronic Farmers Market Nutrition Program that was recently rolled out in Kentucky, the difficulties farmers and market operators have faced implementing it, and the problem-solving efforts CFA has put into action. We also get an update on the impact last summer's floods in Kentucky had on their local food system and what the rest of the country can learn from their disaster response and relief efforts. This week's episode is made possible by support from Farmers Market Coalition.

Money Talks Radio Show - Atlanta, GA
Henssler Money Talks – November 12, 2022

Money Talks Radio Show - Atlanta, GA

Play Episode Play 27 sec Highlight Listen Later Nov 12, 2022 44:31


Henssler Money Talks – November 12, 2022 Season 36, Episode 46This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Director of Insurance Planning Jim Crone, CLU®, CFS®, to cover the week's news on inflation with the Consumer Price Index and the latest inversion in interest rates. Jessie tackles a couple's situation on how they're paying state income taxes twice because they work remotely. The hosts round out the show by answering listeners' questions on depositing lottery winnings and life insurance.Timestamps and Chapters00:00     Market Roundup: Covering Nov. 7 – Nov. 11, 202224:12    Case Study: State Tax Snare for Remote Workers33:51     Q&A Time: Lottery Winnings and Life Insurance Follow Henssler:  Facebook: http://bit.ly/HensslerFacebook  Twitter: http://bit.ly/HensslerTwitter  LinkedIn: http://bit.ly/HensslerLinkedIn  Instagram: https://www.instagram.com/hensslerfinancial/YouTube: http://bit.ly/HensslerYouTube   “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/