Podcasts about CFA

Juan Leon, Senior Investment Strategist at Bitwise Asset Management, unpacks the rapid institutional adoption of Bitcoin and Ethereum, fueled by ETFs, regulatory clarity, and the rise of tokenization. He shares key trends shaping the next phase of crypto, including the integration of traditional finance and DeFi, and how this evolution could redefine corporate treasuries and real-world asset investing. Key Takeaways How major financial institutions are embracing stablecoins and blockchain infrastructure What the surge in tokenization means for the $500T real-world asset opportunity How Ethereum treasuries could unlock new income streams for traditional investors Why the convergence of Wall Street and DeFi may be closer than ever Guest Bio: Juan Leon is the Senior Investment Strategist at Bitwise Asset Management, where over the past 4 years he has helped lead research, product strategy, fund management, and sales engagements. He is a CFA charter holder, and prior to Bitwise Juan was a Portfolio Manager of equities, fixed-income, and commodities at a global asset manager. ---------------------------------------------------------------------------------------- About this Show: The Brave Technologist is here to shed light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all! Join us as we embark on a mission to demystify artificial intelligence, challenge the status quo, and empower everyday people to embrace the digital revolution. Whether you're a tech enthusiast, a curious mind, or an industry professional, this podcast invites you to join the conversation and explore the future of AI together. The Brave Technologist Podcast is hosted by Luke Mulks, VP Business Operations at Brave Software—makers of the privacy-respecting Brave browser and Search engine, and now powering AI everywhere with the Brave Search API. Music by: Ari Dvorin Produced by: Sam Laliberte  

Joyce Li, CEO, and chief AI strategist at Averanda Partners, brings a rare combination: CFA charter holder, computer science graduate, MBA from Wharton, Board advisor on AI. She advises on multi-billion dollar investment strategies and works with boards and C-suites on AI strategy, governance, and adoption.  The power of Excel in an AI age The ROI of AI and what boards want to see  15% as the magic AI productivity number  Agents and the future of finance

La Cour criminelle spéciale de Libreville n'a pas traîné… Moins de 48 heures après l'ouverture des débats lundi, Sylvia et Noureddin Bongo, épouse et fils du président déchu Ali Bongo, ont été condamnés mardi 11 novembre, au soir, par contumace à vingt ans de prison et à de lourdes amendes. Ils étaient notamment accusés de détournement de fonds publics et d'association de malfaiteurs. La cour a suivi les réquisitions du procureur. « Selon le magistrat, relate le site Gabon Review, Sylvia et Noureddin Bongo ont “travesti le pouvoir présidentiel“ après l'accident vasculaire cérébral du président Ali Bongo Ondimba en 2018. Il a décrit “un duo culturellement éloigné du pays, mais pécuniairement très proche“, estimant que l'ex-première dame aurait perçu 16 milliards de francs CFA du Trésor public pour ses “besoins personnels“. Le procureur a par ailleurs évoqué des preuves présumées de blanchiment d'argent, notamment l'achat de jets privés et de biens immobiliers de prestige à Londres et Marrakech, financés par des fonds publics. » 4 millions d'euros par mois ? Gabon actu, autre site d'information gabonais, met en avant le témoignage de Kim Oum, homme à tout faire de l'ex-Première dame : « “Sylvia Bongo dépensait plus de 4 millions d'euros par mois, soit plus de deux milliards de Francs CFA", a-t-il affirmé. "L'argent venait du Trésor public“. L'homme, d'origine coréenne, précise Gabon actu, arrêté avec des mallettes d'argent estimé à plusieurs milliards de francs CFA le 30 août 2023, le jour de coup d'État, a révélé également que 500 millions de francs CFA avaient été décaissés du Trésor public pour corrompre les membres du Centre gabonais des élections. 80 milliards avaient également été mobilisés pour la campagne du scrutin présidentiel 2023, a-t-il allégué. Autre révélation troublante faite par Kim Oum, lors de l'audience, pointe encore Gabon actu : l'achat de l'actuelle résidence cossue de l'ex-couple présidentiel, dans un des quartiers les plus huppés à Londres, aurait coûté plus de 44 milliards de francs CFA et l'acquisition aurait été faite au nom de Sylvia Bongo. » Une « parodie de justice » ? Sylvia Bongo et son fils étaient donc absents du procès. Ils vivent à Londres depuis le mois de mai, après avoir passé plus de vingt mois en détention. Leurs avocats, qui n'étaient pas présents non plus à l'audience, dénoncent un procès « inéquitable ». « C'est une parodie, affirme l'un d'entre eux cité par Le Monde Afrique, une parodie qui se joue en dehors de tout cadre légal. Le seul but est de les jeter en pâture à l'opinion publique et de permettre au président Brice Oligui Nguema de faire oublier sa trahison. » Le Monde Afrique qui précise aussi que « depuis qu'ils sont à Londres, Sylvia et Noureddin Bongo ont multiplié les opérations médiatiques pour contre-attaquer, dénonçant le sort que le nouveau régime leur a fait subir. Arrêtés dans les heures qui ont suivi le putsch et détenus dans la prison de Libreville puis au sein même du palais présidentiel, ils affirment avoir été torturés par des militaires proches de Brice Oligui Nguema. » Interrogé par Le Point Afrique, Noureddin Bongo affirme : « Je n'ai jamais détourné un centime d'argent public », tout en soutenant qu'il ne « peut pas être tenu responsable des manquements ou de la politique de son père ou de son grand-père », respectivement Ali et Omar Bongo. Ali Bongo épargné ? À noter qu'Ali Bongo ne faisait pas partie des accusés. En raison, vraisemblablement, de son état de santé. Mais au-delà, commente Le Pays au Burkina Faso, « un procès de l'ancien chef de l'État aurait été d'autant plus difficile pour le pouvoir que le Général Brice Clotaire Oligui Nguema est connu pour avoir été un homme de confiance du président déchu, puisqu'il était le commandant de la Garde républicaine. Difficile donc pour l'officier-président de faire le procès de son prédécesseur qu'il a servi pendant des années avant de le renverser dans les conditions que l'on sait, sans paraître se tirer une balle dans le pied. » Vraie rupture ou opération politique ? En tout cas, résume Afrik.com, « pour le régime du général Brice Oligui Nguema, ce procès illustre la volonté de rupture avec l'ère Bongo et la lutte contre la corruption. Les autorités présentent cette procédure comme un acte de justice réparatrice, visant à restituer à l'État les richesses indûment accaparées. Mais pour de nombreux observateurs, cette offensive judiciaire, menée en l'absence des accusés, soulève des doutes sur la sincérité du processus. Certains y voient une opération politique destinée à consolider le nouveau pouvoir tout en discréditant définitivement le clan Bongo. » À lire aussiGabon: Sylvia et Noureddin Bongo condamnés à vingt ans de prison en leur absence pour détournement de fonds publics

AI is coming for advisors' jobs. It just passed the CFA exam in mere minutes. It doesn't matter what you personally think about AI or whether or not you think it gives good financial advice: Your market believes it does! That's the bad news.  The good news? You can change the perception of your market… but you must first realize this threat for what it is. Your potential clients believe AI can do a good enough job… and it can do it far faster and cheaper than you.  In today's show, you'll discover how to prevent AI from stealing your clients and why this threat requires your immediate action. Listen now. Show highlights include: Why AI will replace financial advisors (and why AI won't replace financial advisors) (0:55)  4 reasons why the financial advice industry will be hit harder by AI than other industries (3:36)  How to prevent your financial advice business from going the same way as the camera business did after iPhones came out (5:06)  An alarming trend about your potential clients using ChatGPT instead of booking a call with you (8:57)  How to engineer a new perception around your offer and eliminate the threat of AI stealing your market share (10:48)  My 3 predictions for what will separate the advisors who adapt and crush AI and those who will be mollywhopped by AI (12:05)  How to make your services the obvious choice over AI by studying the old Mac vs PC ads (13:42)  Here is a cheat code for absolutely decimating AI in front of prospective clients (17:56)  4 things you must do to eliminate the threat of AI (and even turn it into an ally for growing your financial advice business) (23:07) My Profitable Pricing Blueprint gives you an unfair advantage over AI. Get it before AI chops off your business's head at https://TheAdvisorCoach.com/Pricing  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Maximize Your Business Tax Savings with Expert Tips from Douglas Carpenter Books4hospitality.com About the Guest(s): Douglas Carpenter is a seasoned financial expert with over 40 years of experience in the industry. As a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), Douglas started his career as the youngest registered stockbroker in America at the age of 17. He has worked at a top four accounting firm and held various consulting and chief financial officer roles. Currently, Douglas owns and operates Comprehensive Accounting Solutions, providing a full spectrum of accounting services, particularly for small businesses and the hospitality sector. Episode Summary: In this engaging episode of The Chris Voss Show, Chris talks with Douglas Carpenter, a renowned CPA and CFA, about smart financial strategies for businesses as the year-end approaches. Douglas shares his extensive knowledge on tax-saving tactics, business accounting, and financial planning, aiming to help business owners maximize their tax returns and keep more money in their pockets. As tax season looms on the horizon, Douglas's expert advice is especially pertinent. Throughout the conversation, Douglas delves into various strategies for minimizing tax liabilities, discussing everything from different business structures like S Corps and C Corps to the importance of understanding cash flow and business accounting. He offers insights into how businesses can leverage opportunities for tax deductions, highlighting the need for strategic financial planning throughout the year. The importance of having a knowledgeable tax advisor is also emphasized, with Douglas warning against the risks of poorly managed finances and tax filings. Key Takeaways: End-of-Year Tax Strategies: Business owners should focus on maximizing their tax efficiency before the end of the year, utilizing strategies such as HSA contributions, equipment purchases, and appropriate salary distributions. Business Structure Insights: Choosing the right business structure (e.g., S Corp, C Corp) is crucial for tax efficiency and should align with your overall financial strategy. Professional Financial Advice: Engage a qualified CPA for expert financial advice and ensure you are not overpaying on taxes. Relying on professional help can unveil potential savings. Importance of Documentation: Meticulous record-keeping and proper documentation of business expenses are essential and can lead to significant savings if managed correctly. Cash Flow Management: Douglas highlights the critical nature of cash flow management for businesses, asserting that understanding and predicting cash flow are crucial for sustaining and growing a business. Notable Quotes: "Billionaires do pay taxes. They don't overpay taxes. You shouldn't overpay your taxes either." "What are you going to do different next quarter that you didn't do this quarter?" "Fulfill your obligations, but don't pay more than you absolutely have to. There's a lot more that people leave on the table than they realize." "Don't cheat on your taxes. It's not worth the risk when you can save in legal ways." "Cash flow is the lifeline of any business. Knowing where your business stands today and where it's headed is crucial."

In this episode of Spotlight, Thalia Hayden ‪@etfguide‬ chats with with Paul Baiocchi, CFA and Head of Fund Sales and Strategy at SS&C ALPS Advisors. This episode examines top trends in electrification, energy, and other markets.  The growing electrification trend has made ETFs like the ALPS Electrification Infrastructure ETF (ELFY) more relevant then ever. Plus, we analyze the Alerian Energy Infrastructure ETF (ENFR), the Alerian MLP ETF (AMLP), the ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) and the ALPS Sector Dividend Dogs ETF (SDOG). *********To learn more about SS&C ALPS Advisors visithttp://www.alpsfunds.com 

In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with with John Love, CFA and CEO of USCF investments. This episode dives into gold income strategies, commodity diversification opportunities, and key insights on copper and energy markets.  John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals.  We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper's structural supply deficit and increasing demand and how to invest in it with The United States Copper Index Fund (CPER), while analyzing the USCF MidstreamEnergy Income Fund (UMI). *********To learn more about USCF Investments visithttp://www.USCFInvestments.com 

Growth equity has evolved from the “middle child” between venture and buyout into a distinct and increasingly institutionalized part of the private markets ecosystem. Its role in capital formation, the characteristics of the companies it targets, and the ways value is created have sharpened its identity in a post-COVID market. In this episode, we are joined by Steve McCourt of Meketa and Suzanne Gauron of General Atlantic as they unpack the modern growth equity playbook, how managers compete and differentiate themselves today, and why the strategy's repositioning matters for investors.Guests:Suzanne Gauron, Managing Director of Capital Solutions, General AtlanticStephen P. McCourt, CFA, Managing Principal and  Co-CEO, Meketa Investment GroupEpisode Sources

Behind every strong professional story is a journey of courage, reinvention, and empowerment.

O luso-belga Joseph Figueira Martin foi condenado a 4 de Novembro de 2025 pela justiça da República centro-africana a 10 anos de trabalhos forçados e ao pagamento de 50 milhões de francos CFA num caso de suposto atentado contra a segurança interna e organização criminosa. E isto após ter sido raptado em Maio do ano passado no leste da RCA por supostas milícias russas Wagner, numa área onde actuavam grupos rebeldes, e posteriormente ter sido encarcerado. A defesa apresentou recurso da sentença deste antropólogo luso-belga, que na altura trabalhava para a ong americana Family Health International 360. A família insurge-se contra esta decisão do Tribunal de Bangui de 4 de Novembro: Georges Martin é irmão de Joseph Figueira Martin, ele denuncia um julgamento que considera injusto, denunciando supostas provas forjadas e a tortura que o irmão teria sofrido.   Eu gostaria de, num primeiro momento, expressar a mais profunda indignação da família inteira em relação à sentença de dez anos de trabalhos forçados. O Joseph está sendo acusado de conspiração criminosa e de tentativa de desestabilização do governo centro-africano, enquanto as suas interações com grupos armados apoiaram indiretamente as acções da ONU e da sua missão de paz. Então, todos os esforços do Joseph foram no sentido de promoção da paz na República Centro-Africana e a condenação dele é inteiramente injusta.    Conseguiu falar com ele? Como é que ele está? Como é que ele se sente, depois do choque da condenação?  Infelizmente, ainda não pudemos, não foi possível conversar diretamente com ele. Conseguimos novamente mensagens através das autoridades presentes na República Centro-Africana, que são os cônsules honorários de Portugal e esperamos que seja possível libertar ele o mais rapidamente possível.  E as autoridades da Bélgica, de Portugal, da União Europeia: estão cientes do que está a acontecer ?  Acredita que eles vão poder agir?    Sim, sim. A família tem estado em contato constante com as autoridades da Bélgica e esperamos que eles, em conjunto com o Parlamento Europeu e com o Conselho Europeu, consigam elaborar uma intervenção urgente para que o Joseph seja libertado. Em relação a Portugal, infelizmente não tivemos apoio nenhum por parte das autoridades portuguesas e esperamos que eles se envolvam também em libertar um cidadão português que está preso injustamente na República Centro-Africana. Gostaria também de destacar que o julgamento é completamente injusto e ele está repleto de falhas processuais. As provas usadas contra o meu irmão foram obtidas sob a ameaça de armas de calibre militar apontadas para o seu rosto. E todas essas supostas provas deveriam ser consideradas inadmissíveis em juízo, porque elas violam os princípios da justiça. Então o Joseph tem sido uma vítima de um processo inteiramente injusto e esperamos que todos os esforços possam ser redobrados por parte dos governos da Bélgica, de Portugal e da Comissão Europeia para que uma solução seja encontrada da maneira mais rápida possível.    Tentei contactar o Ministério Português dos Negócios Estrangeiros. Disseram-nos que não seria possível conseguir uma reacção do ministro.  A família também não entende a postura de Portugal no sentido. Fizemos diversas tentativas de contacto com eles para poder entender o que eles estariam fazendo para ajudar o Joseph a voltar para casa e até ao momento não obtivemos resposta. Então também gostaríamos de entender de que maneira Portugal se posiciona para com que um cidadão português seja libertado.  Porque ele, antes de ir para a República Centro-Africana, ele morava em Tavira, no Algarve, é isso ? Exactamente. Ele mora em Portugal há alguns anos já. E a família, a maior parte da família, mora em Portugal também, então não entendemos a ausência de Portugal nesse caso.  De realçar que em Julho passado o Parlamento Europeu aprovou uma resolução denunciando "a detenção arbitrária e a tortura de Joseph Figueira Martin» e apelado a sanções contra os responsáveis de tais actos contra este trabalhador humanitário. Num comunicado emitido a 6 de Junho a ONG Protect Humanitarians « condena esta sentença e apela à libertação incondicional" de Joseph Figueira Martin. Trata-se de um antropólogo luso-belga, especialista em transumância, que estava em Maio de 2024 no sudeste da RCA, região palco de rebeliões armadas. Ele tinha sido acusado de uma série de crimes, incluindo espionagem, a pena máxima que ele se arriscava a cumprir era prisão perpétua.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes back Robert Clark, Chief Investment Officer and Founding Partner of Domain Real Estate Partners, for a timely discussion on the state of U.S. residential real estate. With affordability continuing to challenge buyers and mortgage rates remaining elevated, Bob offers a deep dive into how homebuilders are adapting their models in 2025, from navigating margin pressure and shifting demographics to embracing land-light strategies.   The conversation explores the growing role of insurance capital in financing residential development and how institutional investors are responding to macroeconomic forces such as immigration policy and interest rate volatility. Bob also discusses how Domain partners with homebuilders to manage risk and unlock capital efficiency in an increasingly complex housing market.   Whether you're focused on credit, real assets, or portfolio construction, this episode offers valuable perspective on the intersection of real estate fundamentals and investment opportunity in today's market.

Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways  •    Industry economics and motivations of stakeholders and constituents •    Applications and limitations of formal valuation and accounting guidance •    Characteristics and valuation implications of payment-in-kind (PIK) features •    Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host:  Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode -  click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. UPCOMING:  Business Valuation School - Dec 1-5, Live online JUST MISSED:  AICPA FVS Conference, Oct 27-29, 2025  - you can purchase sessions and the handouts.  Please see here Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides •    Valuation of Privately Held Companies Equity Securities Issued as Compensation •    Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives •    409A Valuations – What you Need to Know •    SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

In our latest In Conversation podcast, Dr. Giovanni Bandi joins Prab Bajwa, CFA to discuss innovative solutions being developed through the Regulatory Genome Project at the University of Cambridge to complex global regulation. They explore the importance of RegTech in investment management, the role of AI in compliance, and the potential for greater regulatory convergence and standardisation. From the need for a digital rule book, to embedding compliance within technology, discover how we can refine and streamline financial services to capture greater value.

Confira as análises de Richardi Ferreira, CGA, CNPI, estrategista de investimentos do BB Private e de Wesley Bernabé, CFA, head de Research do BB-BI, sobre o cenário macroeconômico e as estratégias de investimentos para este mês.Para se aprofundar nas informações contidas neste vídeo, veja nosso relatório Estratégia de Investimentos: bb.com.br/docs/pub/voce/private/dwn/Relatestratinvest.pdfConheça também outros materiais dos nossos premiados especialistas em bb.com.br/lounge 

Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis. Key takeaways  •    Industry economics and motivations of stakeholders and constituents •    Applications and limitations of formal valuation and accounting guidance •    Characteristics and valuation implications of payment-in-kind (PIK) features •    Looking beyond carrying values to assess debt instruments Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host:  Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services Please share your thoughts about the episode -  click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links. UPCOMING:  Business Valuation School - Dec 1-5, Live online JUST MISSED:  AICPA FVS Conference, Oct 27-29, 2025  - you can purchase sessions and the handouts.  Please see here Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides •    Valuation of Privately Held Companies Equity Securities Issued as Compensation •    Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content Private credit valuation in alternative investments | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies The FVS Valuation Podcast archives •    409A Valuations – What you Need to Know •    SAFEs, Convertible Notes, and Embedded Derivatives LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

Our guest for today's podcast is Cristina Chen-Oster who is the Founder & CEO of M2M Capital, which provides real-time market-informed valuations and liquidity solutions for private companies. Previously, Cristina served as the Head of Americas Distribution for S64, a global Alternatives Solutions business committed to optimizing private market access. Cristina spent the bulk of her career on Wall Street including tenures at Deutsche Bank, Goldman Sachs and Natixis in institutional solutions and equity structured products. Cristina is a CFA charter holder and has a Bachelor of Science degree in Economics from MIT. Without further ado, here is our conversation with Cristina Chen-Oster.

Interview recorded - 4th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Michael Green. Michael is the portfolio manager & chief strategist of Simplify. During our conversation we spoke about his outlook on the economy, the government shutdown, next FED chair, tariffs, geopolitics and more. I hope you enjoy!0:00 - Introduction1:45 - Outlook on the economy?4:35 - Government shutdown6:03 - Credit spreads increasing?8:39 - FED actions10:17 - Next FED chair?13:15 - Trump communications14:37 -Tariffs18:05 - Capital flight19:12 - Geopolitical play23:15 - Chinese missteps24:55 - Shift of the US Empire27:30 - Political institutions29:28 - Strategic investments31:55 - One message to takeaway from conversation?Michael has been a student of markets and market structure, for nearly 30 years. His proprietary research into the shift from actively managed portfolios and investment funds to systematic passive investment strategies has been presented to the Federal Reserve, the BIS, the IMF and numerous other industry groups and associations.Michael joined Simplify in April 2021 after serving as Chief Strategist and Portfolio Manager for Logica Capital Advisers, LLC. Prior to Logica, Michael managed macro strategies at Thiel Macro, LLC, an investment firm that manages the personal capital of Peter Thiel. Prior to Thiel, Michael founded Ice Farm Capital, a discretionary global macro hedge fund seeded by Soros Fund Management. From 2006-2014, Michael founded and managed the New York office of Canyon Capital Advisors, a $23B multi-strategy hedge fund based in Los Angeles, CA, where he established their global macro strategies, managing in excess of $5B of exposure across equity, credit, FX, commodity and derivative markets.In addition to his work as a market theorist and portfolio manager, Michael has been noted for his work as a public speaker and financial media participant. He is a graduate of the Wharton School at the University of Pennsylvania and a CFA holder.Michael Green - Substack - https://www.yesigiveafig.com/Twitter - https://twitter.com/profplum99LinkedIn - https://www.linkedin.com/in/michael-green-9a15142/Simplify - https://www.simplify.us/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://finance.yahoo.com/video/3-drivers-behind-mondays-market-133332442.html

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Mansi Patel and Jeff Matthews of Principal Asset Management to explore how infrastructure debt is evolving—and how those changes are influencing insurance investment strategy. From AI-driven demand for data centers to the energy transition and shifting demographics, the conversation unpacks the current state and future outlook of infrastructure investing.   Mansi and Jeff also explain key trends shaping the asset class: the rise of digital infrastructure, the role of power and natural gas in supporting AI growth, and the importance of geographic diversification. They provide insights into how insurance companies can access these opportunities through both SMAs and fund vehicles, while navigating regulatory and capital efficiency considerations.   With decades of combined experience, the guests share their views on risk, essentiality, and how infrastructure investments have performed under stress. Whether you're new to the space or deep in portfolio construction, this episode offers timely insights into one of the fastest-growing segments of insurance investing.

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact.Key Takeaways:

2025 has been a rough year for charities. Economic uncertainty, decreased federal funding, political polarization – in many ways, nonprofits are facing a lot of the same challenges they did during Covid, as well as a few new ones. Charitable organizations need your donations now more than ever.  In this episode, we're joined by former OFF THE WALL co-host and Partner at Monument, Jessica Gibbs, CFP® as she highlights three current trends in charitable giving and how you can adjust your giving strategy to help make a bigger impact. If you're currently looking at end-of-year giving or planning ahead for next year, be sure to tune in for the full episode.       Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures   Episode Timeline/Key Highlights:   0:00 Disclosure 0:24 The Future of Giving 3:13 The State of Nonprofits Today 8:26 Funding Pressures and the Power of Flexibility 14:17 Burnout, Morale, and Donor ROI 21:01 Sustaining Impact Through Multi-Year Giving 26:09 How to Give with Intention 30:42 Closing Thoughts and Resources Resources Mentioned: Check out our sister podcast, Between Sips: https://monumentwealthmanagement.com/between-sips-podcast/   Watch 75th Episode of OFF THE WALL on YouTube: https://youtu.be/pc_3Z7f7CY8   Connect with Monument Wealth Management:    Visit our website: https://monumentwealthmanagement.com/   Follow us on Instagram: https://www.instagram.com/monumentwealth/#   Connect on LinkedIn: https://www.linkedin.com/company/monument-wealth-management/   Connect on Facebook: https://www.facebook.com/MonumentWealthManagement   Connect on YouTube: https://www.youtube.com/user/MonumentWealth#Fit   Subscribe to our Private Wealth Newsletter: https://monumentwealthmanagement.com/subscribe/   About "OFF THE WALL":    Markets move fast. OFF THE WALL helps you stay one step ahead. Hosts David B. Armstrong, CFA, and Nate Tonsager, CIPM, are talking about the things that Wall Street isn't: breaking down what's really happening in the markets and economy, how it impacts your wealth, and the smart moves to consider right now.    Learn more on our website at https://monumentwealthmanagement.com/off-the-wall-podcast/

Featuring Timothy M. Winter, CFA – Portfolio Manager, The Gabelli Utilities Fund, The Gabelli Utility Trust, The Gabelli Global Utility & Income Trust. Moderated by Chris Lofrese, Senior Vice President.This webinar aired live on Zoom on Thursday, October 30th at 1:00 PM ET.As the US power grid prepares for unprecedented demand driven by AI data center usage, reshoring, and electrification, the utilities sector faces impending transformation.Join Timothy M/ Winter, CFA, Portfolio Manager of Gabelli's Utilities strategy, for a discussion on the state of the US utilities market and how investors can position their portfolios for long-term opportunity amid a capital investment super-cycle. With more than three decades of sector expertise, Tim will explore the macro trends reshaping energy infrastructure, from regulated utility growth to consolidation, federal policy tailwinds, and mega-load data center development.Whether you're tracking capital allocation trends, looking for resilient income strategies, or seeking exposure to one of today's most dynamic sectors, this session offers a rate opportunity to hear from a leading voice in the industry.This timely webinar covers:- The evolving US utilities landscape in 2025 and beyond- Why electricity demand is rising at its fastest pace since the 1960s- How the Gabelli Utilities strategy is positioned to benefit from rate base expansion, rising EPS targets, and infrastructure modernization- Live Q&A with Tim Winter00:00 Tim Winter's Experience2:30 Utilities in Focus: The Capital Investment Super-Cycle24:24 Q&A35:34 Contact Us36:33 DisclaimersTo learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X - https://x.com/InvestGabelli• Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

ร่วงไม่ร่วง !? จีนประกาศ เตรียมเก็บ “ภาษีทองคำ” - The Investo 03/11/68 The Investo คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi   แขกรับเชิญ ณัฏฐะ มหัทธนา, CFA ผู้ช่วยกรรมการผู้จัดการ ฝ่ายกลยุทธ์การลงทุน บลจ.กรุงไทย (KTAM)     Naomi ดำเนินรายการ   รายการ The Investo กับ Naomi วิเคราะห์เจาะลึกข่าวสำคัญในแต่ละวัน กับผู้เชี่ยวชาญในด้านต่างๆ ทั้งเศรษฐกิจ การเงิน และการลงทุน   คุยเคลียร์ข่าว ให้เข้าใจทุกการลงทุน กับ Naomi ที่ Facebook และ YouTube Finnomena ทุกวันจันทร์ - พฤหัสบดี   --- ติดตามช่องทางอื่น ๆ ของ Finnomena Website https://www.finnomena.com  Facebook   / finnomena     IG   / finnomena     Twitter https://x.com/finnomena  TikTok   / finnomena     ดาวน์โหลดแอป Finnomena หรือเปิดบัญชีกับ Finnomena คลิกเลย https://finno.me/finnomenaliveyt ติดตามทุกโอกาสการลงทุน Finnomena Opphub https://finno.me/fcins  #จีน #ทองคำ #ภาษี #ลงทุน  #TheInvesto #Finnomena

Épisode 2 : Refaire l'histoire. Une conférence historique pour sortir de l'impasse coloniale soutenue par le griot de la jeunesse africaine Tiken Jah Fakoly, où intellectuels et artistes se sont retrouvés pour revisiter la Conférence berlinoise de 1885… quand ils ont partagé le monde. Mais comment refaire l'histoire ? Berlin 1885. Le chancelier allemand Otto von Bismarck convoque une conférence à Berlin afin d'organiser le partage du continent africain entre les puissances industrielles et militaires émergentes. Cette réunion, à laquelle participèrent quatorze pays européens, les États-Unis et l'Empire ottoman, visait principalement à préserver leurs intérêts extractivistes et commerciaux. Ce processus a conduit à une profonde fragmentation des structures politiques endogènes du continent africain, marquant durablement son histoire politique, économique et sociale. Pour les Africains, ce processus inaugura une ère de résistance et de lutte pour l'autodétermination. Berlin 2001. Mansour Ciss Kanakassy, ​​plasticien berlinois d'origine africaine, imagine le Laboratoire de Deberlinization. L'artiste développe des outils symboliques afin de tracer un chemin vers l'émancipation. Ce kit d'urgence comprend un Global Pass pour faciliter la liberté de circulation le monde, ainsi que l'AFRO, une monnaie imaginaire panafricaniste, libérée des contraintes du CFA (indexation sur les garanties de change et de la tutelle des banques centrales exogènes). À la croisée de la création artistique et de la critique sociale, le laboratoire de Deberlinization invite à la réflexion sur la possibilité (individuelle ou collective) d'une refonte du lien civil au sein et en dehors de l'État postcolonial. Berlin 2025. À l'initiative du Professeur Bonaventure Soh Bejeng Ndikung, directeur de HKW, la Conférence Deberlinization s'inscrit dans la continuité de l'utopie performative imaginée par Mansour Ciss Kanakassy pour considérer les conditions possibles d'un récit alternatif sur l'ordre du monde et son avenir, une poétique transformatrice de la relation entre l'action créatrice et les formes de résistance, l'histoire, la mémoire, la prospective – bref, un champ d'expérience et un horizon d'attente. Dans ce second épisode, vous écoutez les voix de Bonaventure Soh Bejeng Ndikung (directeur et directeur artistique de Haus der Kulturen der Welt), Tiken Jah Fakoly, (chanteur et activiste) soutien de la manifestation, Célestin Monga, (professeur d'économie à Harvard), Simon Njami, (écrivain et commissaire d'exposition) et Yousra Abourabi, (professeure de sciences politiques à l'Université de Rabat). Pour écouter l'épisode 1 c'est ici. Un grand merci à toute l'équipe de HKW à Berlin et particulièrement à son directeur Bonaventure Soh Bejeng Ndikun pour nous avoir accordé ce grand entretien :     Valérie Nivelon : En introduction de cet évènement DEBERLINIZATION, vous avez demandé une minute de silence à la mémoire de Lawrence, un jeune Noir tué par des policiers au printemps 2025. Quel lien établissez-vous entre la mort de ce jeune homme et la conférence de Berlin de 1885 ? Bonaventure Soh Bejeng Ndikung : La mort de Lawrence est en fait un assassinat. Il a été tué par un policier et ce n'était pas par hasard, en fait, on lui a tiré dessus par derrière. Et la police a essayé de mentir en accusant Lawrence d'avoir attaqué un policier, ce qui s'est avéré faux. Il s'agit en fait de la longue histoire du racisme et de la déshumanisation, dont la Conférence de Berlin est un moment essentiel. Cette rencontre qui a eu lieu ici à Berlin en 1884-85 pour partager le continent africain sans les Africains, sans tenir aucunement compte de leur intérêt, sans aucun respect pour les cultures africaines et encore moins les êtres humains réduits au même niveau de statut que les machines pour travailler dans les plantations afin de créer des ressources pour l'Europe. C'est un acte de déshumanisation qui a été institutionnalisé dans cette conférence et qui a perduré dans les institutions, pas seulement en Europe, mais aussi en Afrique et un peu partout dans le monde. Donc la mort de Lawrence a un lien direct avec cette conférence.   Valérie Nivelon : Votre intérêt pour l'impact de la conférence de Berlin sur la déshumanisation des Africains ici en Allemagne, en Europe, mais aussi sur la brutalisation des sociétés africaines remonte-t-il à la création de Savvy Contemporary dont vous fêtez les 15 ans de création ?  Bonaventure Soh Bejeng Ndikung : Oui, c'est une très bonne question d'autant que Savvy a été fondé en 2009 pour une raison très simple, celle de notre invisibilité dans les institutions culturelles allemandes alors que la relation entre le continent africain et l'Europe est très forte. C'était très, très rare de voir les artistes, les penseurs des autres continents ici représentés à Berlin. Donc on a voulu tout simplement créer un espace où on peut présenter les philosophies plurielles du monde, les pensées du monde, les littératures, les poésies du monde. Et donc on a créé un espace qui n'est pas limité à une géographie, mais ouvert à tout le monde depuis Berlin, dont on ne peut pas négliger l'histoire. Des histoires multiples qui coexistent depuis bien avant la colonisation puisque le Royaume de Prusse a déjà des implantations coloniales au XVIIè siècle. Et donc en 2014, pour les 130 ans de la conférence de Berlin, on a invité le curateur camerounais Simon Njami pour imaginer une exposition sur cette histoire et il a fait une proposition qui était géniale «Nous sommes tous les Berlinois». C'était une belle provocation, mais c'était surtout dire : «Si le président américain J.F Kennedy pouvait dire «Je suis un Berlinois» en étant à Berlin pendant quelques heures en 1963 en pleine guerre froide, alors nous autres qui venions d'une Afrique violemment transformée par le Conférence de Berlin, sommes également des Berlinois !» Et on a fait cette exposition et une grande conférence où il y avait des sujets sur les projets, sur la restitution, sur les droits humains etc. Et il était clair que, en 2024-25, il fallait continuer à refaire l'Histoire ! Et ce n'est pas que l'histoire des Africains, c'est l'histoire du monde.   Valérie Nivelon : Lorsque vous créez l'espace, Savvy pour inscrire une géographie africaine ici à Berlin. Est-ce que vous vous sentez en communion avec Présence africaine, telle que Alioune Diop l'a conçu, c'est-à-dire pour inscrire un espace géographique africain à Paris à la sortie de la Deuxième Guerre mondiale ? Bonaventure Soh Bejeng Ndikung  Tout à fait. Ça procède du même état d'esprit. Alioune Diop a fondé la revue Présence africaine en 1947 à Paris, mais très vite des publications ont vu le jour sur le continent. Je pense à la revue Abbia, qui a été fondée au Cameroun en 1962, l'une des toutes premières revues de la culture postcoloniale fondée par le professeur Bernard Fonlon, Marcien Towa et Eldridge Mohammadou. Je pense également à Souffles, lancé en 1966 au Maroc, par des jeunes poètes et artistes peintres, mais aussi la Revue Noire, qui est plus récente mais qui était tellement importante pour pouvoir imaginer un lieu de fédération de nos savoirs. C'est dans cette généalogie intellectuelle que nous avons démarré Savvy, pas seulement avec un lieu, des expositions, mais aussi avec une publication Savvy journal. Donc ça, c'est un peu la généalogie intellectuelle de Savvy, sachant que nos références sont beaucoup plus nombreuses.   Valérie Nivelon : Ce que je trouve très intéressant, c'est l'affirmation d'une présence africaine par les Africains eux-mêmes. Et vous avez d'ailleurs tenu à rendre hommage à l'un des tout premiers Africains universitaires diplômés ici à Berlin. Est-ce que vous pouvez nous dire pourquoi vous tenez à ce que l'on se souvienne de lui ? Bonaventure Soh Bejeng Ndikung : Et bien, nous sommes dans mon bureau ici à Berlin, à la Maison des Cultures du Monde et en face de nous, une peinture d'un jeune Camerounais qui s'appelle Adjani Okpu-Egbe. Et sur cette peinture, on peut lire le nom Anton Wilhelm Amo, personnage tellement important dans notre histoire. Il a été kidnappé au début du XVIIIè siècle, dans son village situé dans l'actuel Ghana, et offert comme cadeau au duc de Brunswick-Lunebourg. Et il a été prénommé Anton comme le duc. Pouvez-vous imaginer qu'un être humain puisse être offert comme un cadeau ? Il a néanmoins reçu une éducation sérieuse et il a étudié au Collège de philosophie à l'Université de Halle. Anton Wilhem Amo est donc un ancien esclave devenu le premier Africain à avoir obtenu un doctorat dans une Université européenne ! Je considère qu'il fait partie de l'histoire de l'Allemagne et de l'Histoire de la philosophie en Allemagne alors qu'il a été effacé de l'histoire de la philosophie de l'Europe pour les raisons que nous connaissons tous. Mais c'est notre devoir de rendre visible son travail. Donc, en 2020, j'ai fait une exposition qui s'appelait The Faculty of Sensing, pour rendre hommage à l'une de ses thèses, et pour moi, c'était important. Pas seulement de faire connaitre sa biographie, mais aussi sa pensée. Et on a invité une vingtaine d'artistes de partout, du monde, et 90% n'avaient jamais entendu parler d'Anton Wilhem Amo.. ce n'est plus le cas !   Valérie Nivelon : Savvy Contemporary a été une expérience intellectuelle et artistique prémonitoire et quinze ans après sa création, vous dirigez La maison des cultures du monde et vous êtes également le premier Africain à diriger une institution culturelle européenne de cette envergure. 140 ans après le Conférence de Berlin, vous avez choisi de créer l'événement DEBERLINIZATION. Pourquoi avez-vous sollicité la présence de Mansour Ciss Kanakassy, à l'origine de ce concept ? Bonaventure Soh Bejeng Ndikung : Je connais le travail de Mansour Ciss Kanakassy depuis longtemps et Mansour, qui est Sénégalais, a proposé un laboratoire de DEBERLINIZATION et sur l'affiche qu'il a créée pour l'annoncer, on peut voir la porte de Brandenburg à Berlin et la carte de l'Afrique. Et dans les différentes manifestations dans lesquelles il se produit, il propose ses billets AFRO, monnaie commune africaine qu'il a inventée en réponse au CFA. Son projet artistique est à la fois très provocateur et très concret, d'avant-garde. Comme James Baldwin le disait. «Quel est le rôle de l'artiste, c'est de poser des questions à des réponses qui sont déjà là». Et la question la plus importante du XXè siècle et XXIè siècle, c'est une question d'économie en fait et des moyens d'échange. Donc la monnaie. Mais comme vous le savez, la plupart des pays en Afrique francophone utilisent cette monnaie coloniale qui s'appelle le CFA. Pourtant, depuis l'indépendance, les grands politiciens panafricanistes comme Nkrumah, comme Olympio, comme Sankara ont toujours dit que l'Afrique ne peut sortir de la domination coloniale sans créer sa propre monnaie. Et ces nationalistes ont été soit renversés, soit assassinés. Donc on en est là. Les politiciens parlent, mais les artistes font. Mais la monnaie est aussi un vecteur de savoir, une archive. Donc si vous regardez les billets AFRO de Mansour, vous voyez l'image de Cheikh Anta Diop. Vous voyez l'image de Kwame Nkrumah. Vous voyez l'image de Sankara, de Bathily, d'Aminata Traoré, de celles et ceux qui ont œuvré pour le monde africain.   Valérie Nivelon : Est-ce que vous pouvez nous parler de votre conception de la culture ici à la Maison des cultures du monde, vous incarnez une présence africaine ici à Berlin, vous avez une responsabilité en tant que directeur d'une institution culturelle, que revendiquez-vous dans votre façon de penser cette DEBERLINIZATION ? Bonaventure Soh Bejeng Ndikung : La DEBERLINIZATION ne peut avoir un sens uniquement si c'est une expression pluridisciplinaire. Bien sûr, on a invité un économiste comme Célestin Monga, mais également des personnalités du monde de la culture.. Ça a toujours été important dans ma pratique de faire savoir que l'Université n'a pas le monopole de la fabrique des savoirs. Des artistes comme Tiken Jah Fakoly ou Didier Awadi sont des grands intellectuels aussi. Et ils arrivent à dire des choses que beaucoup d'autres personnes ne peuvent pas dire. J'ajoute qu'il a toujours été important pour moi de travailler dans l'univers de la poésie car les poètes nous donnent des clés de lecture pour pénétrer l'opacité du monde. Mais on invite aussi les scientifiques, les philosophes… je cherche à orchestrer un discours choral, polyphonique et pluridisciplinaire !!! C'est ma conception de la culture. Ce que nous avons souhaité avec Franck Hermann Ekra et Ibou Coulibaly Diallo (co-commissaires de DEBERLINIZATION ), c'est penser les archives du futur, je veux dire créer de nouvelles archives. Le projet DEBERLINIZATION a l'ambition d'impulser le remembrement de l'Afrique qui a été démembrée à Berlin en 1885, découpée, déchiquetée. Le Professeur Mamadou Diouf a parlé de la berlinization comme d'un déracinement profond. Donc ce qu'on a essayé de faire, c'est d'amener cette complexité ici à HKW, un lieu où on peut réfléchir. En ce qui me concerne, je veux passer le reste de ma vie à réfléchir à ce que veut dire être humain. Bon anniversaire à Savvy contemporary.   Découvrir La maison des cultures du monde et le programme Deberlinization.   À paraître : - Deberlinization – Refabulating the World, A Theory of Praxis - Deberlinization - Les presses du réel (livre). À lire : Le pari acoustique de Tiken Jah Fakoly. À écouter : Le concert acoustique de Tiken Jah Fakoly enregistré par RFI Labo salle Pleyel à Paris.

À l'occasion de la Conférence des Nations unies sur les changements climatiques à Belem (Brésil), Éco d'ici, Éco d'ailleurs explore les initiatives concrètes menées sur le continent africain pour conjuguer croissance économique et décarbonation. Au Sénégal, on cherche à produire une électricité plus verte et à inventer une agriculture plus durable. ⚡Une énergie plus verte pour le Sénégal Au cœur du programme Smart Grid de la Senelec, la compagnie nationale d'électricité, un nouveau centre de dispatching supervise le réseau électrique national et ses interconnexions avec cinq pays voisins (Gambie, Mauritanie, Mali, Guinée-Conakry et Guinée-Bissau). L'objectif affiché : 40% d'énergies renouvelables d'ici 2030. Une ambition soutenue par des outils numériques et de l'intelligence artificielle pour prévoir la demande et optimiser la production à moindre coût.

À l'occasion de la Conférence des Nations unies sur les changements climatiques à Belem (Brésil), Éco d'ici, Éco d'ailleurs explore les initiatives concrètes menées sur le continent africain pour conjuguer croissance économique et décarbonation. Au Sénégal, on cherche à produire une électricité plus verte et à inventer une agriculture plus durable. ⚡Une énergie plus verte pour le Sénégal Au cœur du programme Smart Grid de la Senelec, la compagnie nationale d'électricité, un nouveau centre de dispatching supervise le réseau électrique national et ses interconnexions avec cinq pays voisins (Gambie, Mauritanie, Mali, Guinée-Conakry et Guinée-Bissau). L'objectif affiché : 40% d'énergies renouvelables d'ici 2030. Une ambition soutenue par des outils numériques et de l'intelligence artificielle pour prévoir la demande et optimiser la production à moindre coût.

In this episode of Fill the Gap, JC O'Hara, CMT shares his journey from college to becoming Chief Technical Strategist at Roth Capital Partners, emphasizing the importance of combining technical and fundamental analysis for effective market strategy. He discusses lessons learned from surviving major financial crises, the value of timing in investing, and how understanding market participants' behavior—such as hedge funds and mutual funds—can provide deeper insights into market trends. The conversation also covers current market conditions, the role of liquidity and credit spreads, and highlights opportunities in emerging sectors like small-cap technology and healthcare, stressing the need for adaptability and continuous learning.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

This episode of Fill the Gap features Sunil Garg, CMT, Chief Investment Officer at Lighthouse Canton in Dubai. Sunil discusses the integration of technical and fundamental analysis in global markets, with a particular focus on the current AI-driven bubble and the evolving financial landscape in the UAE and emerging markets. The conversation highlights how price action often leads fundamentals, the importance of humility in forecasting, and the need to adapt analytical tools to different market regimes. He also emphasizes that while bubbles can present opportunities, investors must remain vigilant for signals—such as earnings misses or changes in market breadth—that could indicate a shift in market conditions.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Don't underestimate the power of your voice.In my conversation with Urmi Hossain, CFA, CAIA we touched on how we can use our voice to address issues BUT so many of us are reticent to do so.Give my conversation with Urmi a listen it is sure to spark some thinking about careers, how we communicate, goal and more.https://spotifycreators-web.app.link/e/yaBcvY63FXbhttps://youtu.be/SWfH7rW3l7MAnd I encourage you to reach out to Urmi when you need a bit of motivation.

เกาะติดผลการประชุมนโยบายการเงินของธนาคารกลางสหรัฐฯ (Fed) ทิศทางดอกเบี้ยเป็นไปตามคาดหรือไม่ ส่งผลต่อเศรษฐกิจโลกอย่างไร ประเมินทิศทางสินทรัพย์ และตลาดลงทุน หลังผลประชุม Fed พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

In this episode of CFA UK's In Conversation podcast, Francesca Wheble chats to Yiota Michou, CFA, Investment Manager, Climate Asset Management. Yiota describes her journey into sustainability and impact investing, and what core strategies she's been employing to invest in natural capital. Discover the standout projects Yiota's been involved with, explore the key risks affecting natural capital investment, and find out Yiota's top tips for embarking on a sustainable investing career path!

เกาะติดผลการประชุมนโยบายการเงินของธนาคารกลางสหรัฐฯ (Fed) ทิศทางดอกเบี้ยเป็นไปตามคาดหรือไม่ ส่งผลต่อเศรษฐกิจโลกอย่างไรประเมินทิศทางสินทรัพย์ และตลาดลงทุน หลังผลประชุม Fed พูดคุยกับ ชาตรี โรจนอาภา, CFA, FRM Head of Investment Consultant, SCB CIO ธนาคารไทยพาณิชย์

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, speaks with Mario Giannini, Executive Co-Chairman and longtime leader of Hamilton Lane, for a candid discussion on the evolving landscape of private markets. Giannini challenges the notion that private equity is “dead,” explaining why fundamentals remain resilient despite recent underperformance and how the long-term value proposition continues to attract institutional investors.   The conversation explores key themes shaping portfolios today including secondaries, infrastructure, and the rise of private credit as well as how artificial intelligence is transforming the private markets ecosystem. Giannini also offers perspective on what insurance investors are asking, the importance of asset allocation over market timing, and how culture and discipline have driven Hamilton Lane's enduring success.

In the latest episode of CFA UK's Climate Change Podcast, John Teahan, CFA speaks to Maria Carvalho, Head of Climate Economics and Data, NatWest. Maria outlines the critical role of investment in supporting sustainable agriculture and alleviating the challenges faced by farmers from accelerating climate change. They explore the tension between portfolio decarbonisation and real-world decarbonisation, emphasising how financial institutions can support farmers transitioning to more sustainable practices. From the evolving regulatory framework to the impact of climate change on farming, get the lay of the land on what the future of agriculture could mean for you.

In this episode of Intelligent Money Minute, Hans Blake, CFA, CPA, sits down with Mike Meilinger, CPA, ABV, CFF, PFS, and managing partner of Meilinger Consulting, on financial freedom truly […] The post How to Build Financial Freedom Beyond Your Business with Mike Meilinger appeared first on Intelligent Investing.

As markets surge on the backs of the Magnificent Seven, are investors missing what's happening off the radar? Robert Curtiss, CFP®, is joined by Andrew Hull, CFA, Vice President and ETF Strategist at First Trust, to unpack overlooked investment opportunities that may hold stronger long-term value than today's most-hyped tech names. Andrew explains how today's … Read More Read More

In this episode, we unpack how the Cat Fanciers' Association (CFA) used its magazine to point cat owners toward insured, trained, professional sitters—despite a season sponsored by a gig-app. We explore why that subtle editorial stance signals a cultural shift and how it aligns with PSI's new global standards. We share what owners are now encouraged to ask: insurance, medical competence, meet-and-greets, backups, and referrals. We also name the gaps (team-based models and continuing education) while celebrating a rising floor for industry expectations. Main topics: CFA's pro-sitter stance PSI global standards synergy Hobbyist vs. professional framing Outcome-based feline care Owner questions that matter Main Takeaway Quote: “This is how cultural change happens—not through laws first, but through language.” When the Cat Fanciers' Association tells cat owners to hire insured, trained, professional sitters, it changes everything. It raises the public expectation for what ‘good care' really means and validates the professionals who've been setting those standards for years. On this week's Pet Sitter Confessional, we talk about why that shift matters, how it connects with PSI's new global standards, and why professionalism—not convenience—is winning the long game in pet care. Links: Cat Fanciers' Association (CFA): https://cfa.org  Cat Talk magazine (CFA publication) — article referenced: “Choosing the Right Cat Sitter”: https://cfa.org/cat-talk/choosing-the-right-cat-sitter/  Pet Sitters International (PSI) — Global Standards: https://www.petsit.com  (see Global Standards) Meowtel: https://www.meowtel.com Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

Shelley Gupta is the Founder & CEO of BāKIT Box, a STEM-based baking kit bringing global flavors and cultural traditions into homes across America. Her path to CPG began far from the kitchen as a recording artist signed to EMI Music before earning her CFA, an MBA from Chicago Booth, and leading strategy work at Accenture.Blending creativity with financial rigor, Shelley turned a casual conversation with a homeschooling parent into a breakthrough channel, now approved as an official curriculum in 14 states. In this episode, she shares how that discovery reshaped her subscription strategy, why flexibility beats lock-in for retention, and how understanding the real buyer (not just the user) transformed her business.Whether you're an ecommerce founder rethinking your subscription model or a CPG operator looking for smarter customer acquisition paths, Shelley's story is a lesson in listening deeply, iterating fast, and staying true to your mission.In This Conversation We Discuss:[00:24] Intro[00:49] Building community through shared passions[02:20] Transforming baking into an educational tool[03:41] Launching early versions to test real demand[04:32] Reaching first customers through organic channels[05:24] Applying to accelerators as a product founder[06:00] Differentiating users from true buyers[06:52] Rebranding to serve a clearer customer base[07:48] Testing niche ideas before fully committing[08:56] Stay updated with new episodes[09:07] Turning chance encounters into growth channels[10:17] Building growth through genuine relationships[10:53] Sponsors: Electric Eye, Heatmap & Freight Right[15:31] Designing subscriptions with built-in flexibility[16:44] Expanding marketing beyond paid social[18:19] Understanding customer complexity and fatigue[20:41] Leveraging creative roots to build a brandResources:Subscribe to Honest Ecommerce on YoutubeSTEM Baking Kits for Curious Kids bakitbox.com/Follow Shelley Gupta linkedin.com/in/shelley-guptaSchedule an intro call with one of our experts electriceye.io/connectClear, real-time data built for ecommerce optimization heatmap.com/honestTurn your domestic business into an international business freightright.com/honestIf you're enjoying the show, we'd love it if you left Honest Ecommerce a review on Apple Podcasts. It makes a huge impact on the success of the podcast, and we love reading every one of your reviews!

In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Erin Patterson, Global Co-head of Research and Strategy at Manulife Investment Management, to explore the intersection of macroeconomic uncertainty and commercial real estate opportunity. Erin shares how Manulife is navigating ongoing volatility, from interest rate shifts to global trade disruptions, and why a resilient, globally diversified strategy remains key for insurance investors.   The conversation covers the "five Ds" shaping their investment lens demographics, deglobalization, decarbonization, digitalization, and democratization and how these trends are influencing everything from market selection to sector prioritization. Erin also dives into the evolving role of alternative real estate, the importance of demographic tracking, and how AI and infrastructure considerations are shaping CRE strategy. Whether you're focused on long-term income or adapting to short-term uncertainty, this episode offers valuable insights into institutional real estate allocation in today's complex environment.

Tan Gera is a CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.#crypto #decentralizedfinance #tangera All Episodes can be found at ⁠www.thecryptopodcast.org⁠ Join my PodFather Podcasting SKOOL Group⁠https://www.skool.com/podfather/about⁠All about Roy / Brain Gym & Virtual Assistants at⁠https://roycoughlan.com/⁠Brain Fitness SKOOL Group ⁠https://www.skool.com/brainfitness/about⁠ Who is Tan Gera, CFACo-Founder Decentralized Masters , Ex-Investment BankerTan quickly emerged as a rising star in the world of finance - earning recognition in global investment circles from a young age.Fluent in four languages and having lived in Paris, New York, Amsterdam, and Dubai, his international experience built a powerful cross-continental network and a rare global perspective.A CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.Today, as a respected Nasdaq Contributor, he develops innovative frameworks that fuse the discipline of institutional portfolio management with the speed and edge of next-gen financial technology.Through Decentralized Masters, his battle-tested strategies have helped thousands navigate and thrive in the fast-evolving DeFi landscapeWhat we Discussed: 00:30 Who is Tan Gera 01:40 Getting from Investmen t Banking into Crypto03:55 Why investing in himself paid off06:00 His Crypto Journey07:30 See the Banks making a high % on just a wire transfer09:00 The cost he payed to transfer Bitcoin that opened his eyes10:50 How more efficient if the Bank system was 24/711:20 How Roy could see the massive fees that Banks were making12:30 How Western Union took a massive commission13:54 How PayPal get away with such high charges15:23 Stripe and other Platforms debanking Crypto Companies20:55 Is your Money safe in the Bank?23:39 How the Insurance from a Stockbrocker fraud did not pay25:10 Would you Rather cusody of your own funds26:40 The costs taking out your Crypto in FIAT29:35 When a Project wants to list on the main Exchanges31:25 Does full transparency in the founder of a project ensure its a success33:10 THey have all there information public33:50 Not all reviews of a company are True35:00 They have a 25 yr plan and Ten Principles37:30 How they have human to Customer and Not Ai Bots39:00 How they Use Ai in the Company40:15 Be Aware the Ai can Lie42:40 How Small Changes can ruin a company46:35 The Long term plan for the Company52:45 Onboarding Process and where to find the companyCo Founders Own Interview as Mentioned⁠ https://youtu.be/bpkYje_0hic?si=mleR7hRa_C_0dYK5⁠How to Contact Tan Gera, CFA Website ⁠https://www.decen-masters.com/⁠IG: @decen_mastersLI: ⁠linkedin.com/company/decentralized-masters/⁠FB: ⁠facebook.com/DecentralizedMasters⁠LinkedIn: ⁠https://www.linkedin.com/in/tan-gera-cfa/⁠Instagram: ⁠https://www.instagram.com/tanujgr/⁠Twitter/X: ⁠https://x.com/juniortgr⁠Website: ⁠https://www.decen-masters.com/⁠All about Roy / Brain Gym & Virtual Assistants at ⁠⁠https://roycoughlan.com/⁠⁠  

Tan Gera is a CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.#crypto #decentralizedfinance #tangera All Episodes can be found at www.thecryptopodcast.org Join my PodFather Podcasting SKOOL Group https://www.skool.com/podfather/aboutAll about Roy / Brain Gym & Virtual Assistants athttps://roycoughlan.com/Brain Fitness SKOOL Group https://www.skool.com/brainfitness/about Who is Tan Gera, CFACo-Founder Decentralized Masters , Ex-Investment BankerTan quickly emerged as a rising star in the world of finance - earning recognition in global investment circles from a young age.Fluent in four languages and having lived in Paris, New York, Amsterdam, and Dubai, his international experience built a powerful cross-continental network and a rare global perspective.A CFA charterholder with a background in investment banking, Tan made a bold pivot - leaving behind the traditional world to pioneer the future of decentralized finance.Today, as a respected Nasdaq Contributor, he develops innovative frameworks that fuse the discipline of institutional portfolio management with the speed and edge of next-gen financial technology.Through Decentralized Masters, his battle-tested strategies have helped thousands navigate and thrive in the fast-evolving DeFi landscapeWhat we Discussed: 00:30 Who is Tan Gera 01:40 Getting from Investmen t Banking into Crypto03:55 Why investing in himself paid off06:00 His Crypto Journey07:30 See the Banks making a high % on just a wire transfer09:00 The cost he payed to transfer Bitcoin that opened his eyes10:50 How more efficient if the Bank system was 24/711:20 How Roy could see the massive fees that Banks were making12:30 How Western Union took a massive commission13:54 How PayPal get away with such high charges15:23 Stripe and other Platforms debanking Crypto Companies20:55 Is your Money safe in the Bank?23:39 How the Insurance from a Stockbrocker fraud did not pay25:10 Would you Rather cusody of your own funds26:40 The costs taking out your Crypto in FIAT29:35 When a Project wants to list on the main Exchanges31:25 Does full transparency in the founder of a project ensure its a success33:10 THey have all there information public33:50 Not all reviews of a company are True35:00 They have a 25 yr plan and Ten Principles37:30 How they have human to Customer and Not Ai Bots39:00 How they Use Ai in the Company40:15 Be Aware the Ai can Lie42:40 How Small Changes can ruin a company46:35 The Long term plan for the Company52:45 Onboarding Process and where to find the companyCo Founders Own Interview as Mentioned https://youtu.be/bpkYje_0hic?si=mleR7hRa_C_0dYK5How to Contact Tan Gera, CFA Website https://www.decen-masters.com/IG: @decen_mastersLI: linkedin.com/company/decentralized-masters/FB: facebook.com/DecentralizedMastersLinkedIn: https://www.linkedin.com/in/tan-gera-cfa/Instagram: https://www.instagram.com/tanujgr/Twitter/X: https://x.com/juniortgrWebsite: https://www.decen-masters.com/All about Roy / Brain Gym & Virtual Assistants at ⁠https://roycoughlan.com/⁠  

Épisode 1 : Défaire le passé. Une conférence historique pour sortir de l'impasse coloniale où intellectuels et artistes se sont retrouvés à La maison des cultures du monde pour faire face à la Conférence de Berlin de 1885, quand l'Afrique a été partagée sans le consentement des Africains. 140 ans après, comment faire face au passé ? Berlin 1885. Le chancelier allemand Otto von Bismarck convoque une conférence à Berlin afin d'organiser le partage du continent africain entre les puissances industrielles et militaires émergentes. Cette réunion, à laquelle participèrent quatorze pays européens, les États-Unis et l'Empire ottoman, visait principalement à préserver leurs intérêts extractivistes et commerciaux. Ce processus a conduit à une profonde fragmentation des structures politiques endogènes du continent africain, marquant durablement son histoire politique, économique et sociale. Pour les Africains, ce processus inaugura une ère de résistance et de lutte pour l'autodétermination. Berlin 2001. Mansour Ciss Kanakassy, ​​plasticien berlinois d'origine africaine, imagine le Laboratoire de Deberlinization. L'artiste développe des outils symboliques afin de tracer un chemin vers l'émancipation. Ce kit d'urgence comprend un Global Pass pour faciliter la liberté de circulation le monde, ainsi que l'AFRO, une monnaie imaginaire panafricaniste, libérée des contraintes du CFA (indexation sur les garanties de change et de la tutelle des banques centrales exogènes). À la croisée de la création artistique et de la critique sociale, le laboratoire de Deberlinization invite à la réflexion sur la possibilité (individuelle ou collective) d'une refonte du lien civil au sein et en dehors de l'État postcolonial. Berlin 2025. À l'initiative du Professeur Bonaventure Soh Bejeng Ndikung, directeur de HKW, la Conférence Deberlinization s'inscrit dans la continuité de l'utopie performative imaginée par Mansour Ciss Kanakassy pour considérer les conditions possibles d'un récit alternatif sur l'ordre du monde et son avenir, une poétique transformatrice de la relation entre l'action créatrice et les formes de résistance, l'histoire, la mémoire, la prospective – bref, un champ d'expérience et un horizon d'attente. Ibou Coulibaly Diop et Franck Hermann Ekra sont les co-commissaires de Déberlinization (25 au 27 Avril 2025). Dans ce premier épisode, vous écoutez les voix de Bonaventure Soh Bejeng Ndikung (directeur et directeur artistique de Haus der Kulturen der Welt), Magueye Kassé (Académie nationale des sciences et techniques du Sénégal), Mansour Ciss Kanakassy (plasticien, Prix Léopold Sédar Senghor et le Prix Zuloga), Mamadou Diouf (historien, professeur à Columbia University), Franck Hermann Ekra (Critique d'art, co-curateur et éditeur du livre Deberlinization), Hildegaard Titus (comédienne, activiste), Soeuf el Badawi (poète, dramaturge, activiste) et Tiken Jah Fakoly, (chanteur et activiste) soutien de la manifestation. Un grand merci à toute l'équipe de HKW à Berlin et particulièrement à son directeur Bonaventure Soh Bejeng Ndikun. Découvrir La maison des cultures du monde et le programme Deberlinization.   À paraître : - Deberlinization – Refabulating the World, A Theory of Praxis - Deberlinization - Les presses du réel (livre). À lire : Le pari acoustique de Tiken Jah Fakoly. À écouter : Le concert acoustique de Tiken Jah Fakoly enregistré par RFI Labo salle Pleyel à Paris.

This episode of Fill the Gap features Robert "Bob" Minter, CMT, CFA, CAIA, Director of Investment Strategy at Aberdeen Investments. Bob discusses his career path, the importance of combining technical and fundamental analysis in commodities investing, and his practical approach to market signals and risk management. Bob talks about how shifting global supply chains, central bank gold buying, and technical indicators like moving averages and sentiment data shape his outlook on commodities such as oil, gold, silver, and agricultural products. He also highlights the value of community and continuous learning within the CMT Association, emphasizing the importance of sharing ideas and improving investment processes.Recorded October 17, 2025Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Episode 65: Building Tomorrow's Advisor with Martin Tarlie We speak with Martin Tarlie about his research and work building Nebo, an award-winning fintech for goals-based investing that aligns financial plans with investment management. We discuss the uniqueness and challenges of goals-based investing, interesting things in the goals-based research, and the future of investing for individuals. Martin is a CFA charterholder and the Nebo product lead. He spent many years as a quantitative analyst across various firms, including GMO's asset allocation team. He earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. What Martin is Reading Right Now: The Bible Martin's Music Recommendation: Classic Rock: Rolling Stones, The Who, Pink Floyd, Southern Rock Read More from Martin: GMO's Website, Martin's LinkedIn, Martin's SSRN   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting in 2026, now is the time to rethink your strategy. Tyler explains why cash may not be the best asset to give, how Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can maximize your tax efficiency, and what to know about new AGI floors and deductions. If you want to make your generosity go further — for your loved ones, your favorite causes, and your long-term financial plan — this episode will help you do just that. Here's some of what we discuss in this episode:

On this week's episode of "Financial Planning: Explained”, host Michael Menninger, CFP welcomes back Brad Sorensen, CFA. Brad is a portfolio manager and outsourced Chief Investment Officer at Cornerstone Portfolio Research. This episode discusses the market outlook for the fourth quarter and beyond. In this episode, Brad and Mike talk about tariffs, the current job market, earning projections, and future rate cuts by the Fed. This is a great episode to get some insight on what the stock market could do next quarter. ​ For more information on Menninger & Associates Financial Planning visit https://maaplanning.com.

In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins tackle a packed agenda: from the fairness of Binance's listing fees to the ways in which DeFi didn't perform well during the “Black Friday” crash, why Tempo's $500 million raise might have been a political ploy, and the growing war over stablecoin dominance. The trio debates whether Bitcoin is undervalued compared to gold, why Ethereum's 10-year track record gives it an edge, and whether today's Digital Asset Treasuries (DATs) are just froth, or the permanent backbone of institutional crypto. Plus: Austin makes a bold prediction about the stablecoin that will dominate by 2040. Sponsors: Mantle Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Links: Binance Listing Fee Drama Unchained:  Binance Listing Fee Fight: What's a Fair Price to List on the Top Crypto Exchange? Binance Claims It Does Not Profit From Token Listings Jesse Pollak (Base) chimes in Tempo & Dankrad Fortune: Exclusive: Stripe-backed blockchain startup Tempo raises $500 million round led by Joshua Kushner's Thrive Capital and Greenoaks Ethereum core dev Dankrad Feist joins Tempo Reactions: Ryan Adams (Bankless): Tempo will optimize for itself, not ETH. Nick Almond: Not a death sentence for ETH Breadguy: Big loss. Dankrad was a major L1 scaling advocate. Black Friday Dan Wilson: 3 big lessons post-crash Gold vs. BTC GOLD/BTC up ‎23.5% in past month Bitcoin Is Undervalued vs. Gold DATs Bloomberg: Huobi Founder Li Lin Set To Launch $1 Billion Ether Accumulator - Bloomberg CoinDesk: Ripple Set to Enter Corporate Treasury Business With $1B Acquisition of GTreasury Timestamps:

In the wake of underperforming municipal bonds this year, portfolio managers Bill Housey and John Wilhelm of First Trust highlight why they believe fresh opportunities for tax-free investors have emerged. ----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSubscribe to the ROI Podcast YouTube Channel

Crypto just went through its biggest crash. In the wake of “Black Friday,” when $19 billion in positions were wiped out in hours, Bits + Bips hosts Steve Ehrlich and Ram Ahluwalia are joined by Carlos Guzman of GSR and YQ of AltLayer to dissect what really happened. Was it a coordinated attack exploiting Binance's oracles? A failure of market structure? Or simply too much leverage waiting for a trigger? Or some combination of the three? The group breaks down how liquidity vanished, why hedges failed, how this flash crash echoed the worst moments of traditional markets, and why the industry urgently needs reform before it happens again. Sponsors: Aptos Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Steve Ehrlich, Executive Editor at Unchained Guests: Carlos Guzman, Research Analyst at GSR  YQ, Co-founder of AltLayer Timestamps:

#650: Sarah Williamson is the kind of person who shapes the decisions that move trillions of dollars. She earned her MBA with distinction from Harvard Business School and holds both the CFA and CAIA designations, two of the most demanding credentials in finance. In this episode, she helps us understand how investing really works, who the major players are, how capital flows through the system, and why the incentives driving investors, activists, and asset managers often collide. Sarah spent more than twenty years at Wellington Management, where she rose to Partner and Director of Alternative Investments, after working at Goldman Sachs, McKinsey & Company, and the U.S. Department of State. Today she leads FCLTGlobal, an organization dedicated to helping companies and investors focus on long-term value creation. She is also the author of The CEO's Guide to the Investment Galaxy. She explains why index funds now dominate corporate ownership, how Reddit and retail traders changed the market's dynamics, and what it means when activists push companies to “bring earnings forward.” She also introduces a framework for understanding the “five solar systems” of investing, a map that connects everyone from day traders to trillion-dollar sovereign wealth funds. Whether you are a passive investor or simply curious about what drives the market, this episode gives you the clarity to see how capital really moves and why it matters. Key Takeaways Reddit and the meme-stock movement permanently changed how individual investors move markets Index funds now dominate ownership, creating both stability and new corporate challenges Activists often prioritize short-term profit over long-term innovation Sovereign wealth funds act like national endowments, investing with century-long horizons Understanding who owns what (and why) makes you a more informed, confident investor Resources and Links The CEO's Guide to the Investment Galaxy by Sarah Williamson FCLTGlobal, a nonprofit that helps companies and investors focus on long-term value creation Chapters Note: Timestamps will vary on individual listening devices based on dynamic advertising segments. The provided timestamps are approximate and may be several minutes off due to changing ad lengths. (00:00) Meet Sarah Williamson: CEO, CFA, Harvard MBA, global finance leader (5:41) The five “solar systems” that organize the investing world (7:55) Reddit and the rise of the retail investor (16:25) Tesla, brand loyalty, and shareholder activism (22:57) How sovereign wealth funds invest for generations (28:57) Inside asset managers and their incentives (41:56) Activist investors and the tension between short and long term If you want to understand the real power dynamics behind modern investing, from Reddit traders to trillion-dollar endowments, don't miss this episode. Share this episode with a friend, colleagues, and your cousin who is obsessed with latest meme stocks: https://affordanything.com/episode650 Learn more about your ad choices. Visit podcastchoices.com/adchoices