Recently, famous radio show host and personal finance guru Dave Ramsey made headlines by saying he's perfectly comfortable with an 8% withdrawal rate in retirement. Critics were quick to respond, calling his advice scary, dangerous, and just plain wrong. So, who's right? On this episode, hear Tyler Emrick, CFA®, CFP®, break down Ramsey's comments and how you should be thinking about income and spending in retirement. Here's some of what we discuss in this episode: How Dave Ramsey explains his position on the 8% withdrawal rate. Why the math might seem simple but is actually wrong. What you need to know about Geometric and Arithmetic returns. You can't ignore the sequence of return risk with a 100% stock portfolio. Is the 4% rule too depressing? Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth
For all the narratives around investing and making money, those who have survived the investment cycles for decades and earned above average returns have typically adhered to sound disciplines. This means valuing companies correctly, not taking shortcuts, not being swayed by management ebullience, and digging into the financial statements is key to optimising returns. In this episode, Steve Clapham, veteran analyst, investor and creator of Behind the Balance Sheet explains why effective investment training has diminished, and how reading accounts is more important than ever in an era of waning cheap money. Steve shares his candid thoughts on the CFA and explains why the cash flow statements are so vital. He then explains why opportunities on the buy-side are increasingly plentiful, before covering a few case studies of 'creative accounting' (including two recent high profile fraud scandals: Patisserie Valerie and Wirecard). The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors. -- FURTHER RESOURCES To help improve your equity analysis and access world-class training videos, consider signing up to Steve's Analyst Academy Course. As a festive thank you, he's offering Money Maze Podcast listeners a 10% discount on the acclaimed course. At checkout, add the code ‘MMP10' to enjoy the Black Friday discount. Learn more and sign up here! (Offer ends on December 15th 2023). Steve also runs the Behind the Balance Sheet Newsletter. It aims to expose as many people as possible to equity investing, sharing analysis to improve your investing skills, backed by his 25+ year institutional career. Steve is kindly also offering listeners a 30% discount on the newsletter via this link!
Nick Griebenow, CFA and one of the Portfolio Managers at at Shelton Capital Management - Ticker: $EQTIX with over $4 Billion in assets under management. Website: https://sheltoncap.com/ Bio: Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management's Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University. Shelton Capital Firm AUM as of 9/30/23 is $4.3B (of that over $1.1B in managed option strategies) --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
In this recent podcast episode, Drew and Tim interviewed Gene Goldman, CFA, who is the Chief Investment Officer at Cetera Investment Management. In this episode the three major themes for 2024, reasons for optimism, favorite sectors and asset classes, bond yield expectations and major market risks were all discussed.WealthVest – based in Bozeman, MT, and San Francisco, CA – is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Kunal Kapoor, CFA, CEO of Morningstar, to discuss the rise of AI and its role in financial markets. Kunal shares insights into Morningstar's mission to empower investor success. Tune in to learn more about the accelerating pace of change in the industry and how Morningstar is adapting to it.
Our guest on the podcast today is Mike Moran, managing director and pension strategist for Goldman Sachs. Mike focuses on areas such as plan-funded status, contribution activity, and asset allocation for both defined-benefit and defined-contribution plans. He also works directly with plan sponsors on issues specific to their retirement plans. Mike has worked at Goldman Sachs for more than 24 years in a variety of roles focusing on capital markets, asset allocation, and investment strategy. He is a CFA charterholder and has an MBA in finance from New York University's Stern School of Business, as well as a B.S. in accounting from Villanova University. Mike can speak to a wide range of retirement-related issues, but he is here today to discuss Goldman's most recent retirement survey and insights report, titled “Diving Deeper Into the Financial Vortex: A Way Forward.”BackgroundBioSurveyRetirement Survey and Insights Reports 2023: “Diving Deeper Into the Financial Vortex: A Way Forward,” Goldman Sachs Asset Management, gsam.com, 2023.Retirement Survey and Insights Report 2022: “Navigating the Financial Vortex: Women & Retirement Security,” Goldman Sachs Asset Management, gsam.com, 2022.“Retirement Survey and Insights Report 2021,” Goldman Sachs Asset Management, gsam.com, 2021.“Despite Low Financial Literacy, Many Americans Manage Their Own Retirement,” Goldman Sachs, goldmansachs.com, Oct. 18, 2023.Financial Vortex“Financial Vortex Contributes to Looming U.S. Retirement Shortfalls,” by Michael Moran, fa-mag.com, Nov. 11, 2022.“How to Avoid a ‘Financial Vortex' in Retirement, According to Goldman Sachs,” by Alyssa Place, benefitnews.com, Sept. 19, 2023.Investment Options“No Time for Corporate Pension Complacency: An Interview With Michael Moran,” by Michael Moran, gsam.com, April 20, 2023.“Why Most Americans Aren't Saving Enough for Retirement,” Goldman Sachs Exchanges podcast with Mike Moran, goldmansachs.com, Oct. 3, 2023.OtherNextCapital GroupSurvey of Consumer Finances
Le président de transition, le général Tiani, a abrogé la loi criminalisant les migrations le 27 novembre – qui prévoyait des peines contre toute personne aidant des migrants à passer la frontière. Cette décision, salue Mouryya Niger, « respire les vibrations d'une réponse à l'Union européenne » en réponse, précise L'Événement Niger, « à la position de l'UE qui a voté une résolution pour exiger la mise en liberté du président déchu Mohamed Bazoum, et son rétablissement au pouvoir ».Cette abrogation actée par le général Tiani est donc un témoignage supplémentaire – si besoin était -, de la dégradation des relations entre Niamey et ses anciens partenaires occidentaux, « encore un coup de canif, déplore Aujourd'hui au Faso, à la coopération avec l'UE », un « gros pavé dans le jardin européen ».Endiguer les flux migratoires en EuropeCette loi était même, juge L'Événement Niger, une forme d' « externalisation des frontières européennes ». Alors même que « des migrants peuvent quitter des capitales de l'espace Cédéao et effectuer librement leurs voyages », assène un membre de la société civile interrogé par le journal nigérien, « c'est quand ils arrivent [dans cette ville, la "porte du désert"] que leur projet migratoire est un interdit ».Empêchés de franchir les limites invisibles, tracées dans le sable, qui mènent vers la Libye ou l'Algérie, des milliers de migrants se sont donc retrouvés bloqués à Agadez, devenue, déplore Aujourd'hui au Faso, « un hub forcé de migrants illicites ».Revers pour l'UE, satisfaction pour certaines communautésCar une véritable économie s'était développée autour des migrations : ainsi, croit savoir L'Événement Niger, qui affirme s'appuyer sur des chiffres du Conseil régional, « après 11 mois de la mise en application de la loi, en 2015, l'économie de la région avait perdu environ 65 milliards de francs CFA ».Une manne financière tarie donc avec la loi criminalisant les migrations, qui avait permis, concède Aujourd'hui au Faso, au moins officiellement, « de mettre un terme au trafic crapuleux et criminel des passeurs » et autres « trafiquants de tous acabits ». Alors, le titre burkinabè regrette que pour seule réponse à une Union avec laquelle les relations sont devenues délétères, celui qu'elle appelle ironiquement « G.I. Tiani » n'ait « pas trouvé mieux que d'ouvrir cette sorte de route de Shangri-la désertique ». Et à la fin, grince le même membre de la société civile cité plus haut, « ce sont [les migrants] qui reçoivent le coup de bâton ».Discussions entre Patrice Talon et Boni YayiLe président béninois et son prédécesseur, chef du parti les Démocrates, se sont rencontrés hier lundi à Cotonou. « L'opportunité d'échanger sur plusieurs sujets d'actualité », expose sobrement La Nouvelle Tribune, comme le retour des exilés, l'audit du fichier électoral pour les scrutins généraux de 2026, ou l'éventuelle libération de certains détenus – dont Joël Ayivo et Reckya Madougou par exemple.Surtout, le titre béninois s'enthousiasme du symbole que constitue cette rencontre, « démarche de dialogue » qui, même, « représente un pas important vers la réconciliation et le renforcement de la démocratie » dans le pays.Mais le journal pose une nuance, une mise en garde contre « l'hypocrisie politique » qui peut parfois teinter ce genre de rencontres. Or, c'est précisément ce que pointe Le Pays, qui s'interroge sur « la sincérité de [l]a démarche » de Patrice Talon - démarche que le journal burkinabè salue néanmoins, y voyant un signe « d'élégance politique et de considération envers son opposition ». Mais la prudence reste de mise car, « une chose est de recevoir l'opposition en audience, une autre est d'accéder à ses requêtes ».Des résultats en demi-teinteCertains sujets ont rencontré des fins de non-recevoir du président, comme le sort de Reckya Madougou. Il faut dire, analyse La Nouvelle Tribune, que le chef de l'État « n'a certainement pas envie d'avoir des soucis supplémentaires ». Alors, certes, des gestes envers ses adversaires politiques pourraient rejaillir positivement sur lui, mais « à quel prix » ?Bref, trop risqué – alors les deux leaders politiques ont plutôt accordé leurs violons au sujet de la révision du fichier électoral et de la composition de la commission électorale suffisant, espère Le Pays, pour « dissiper les doutes de l'opposition »et « créer un climat de confiance favorable à la paix sociale ». Il en va, martèle enfin le journal, « de l'intérêt de tous ».
It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On today's episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges.Podcast Episodes Referenced:- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy- Ep 165: 5 Principles of Successful InvestingYoutube Videos Referenced:- Pros and Cons of Dividend Investing- Two Bucket Investing Strategy: Income Strategy vs Total ReturnDownload Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Click here to schedule a consultation with one of our financial advisors.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!
The Federal Government has tapped the Bank of England's Andrew Hauser to become the RBA's Deputy Governor. SBS Finance Editor Ricardo Gonçalves speaks with Independent Economist Saul Eslake to find out more, including why the appointment came from outside the country; plus the latest on the markets with Alex Pikoulas, CFA from Harper Bernays.
In the third installment of the Private Credit Series, Rich Excell, CFA, speaks with Bill Kindorf, CFA, of Apogem Capital about direct lending and how asset management vehicles are filling the void left by traditional regulated lenders.
Conor Ryder is CFA, Head of Research & Data at Ethena, the crypto infrastructure company building USDe, the first-ever global internet bond and stablecoin not reliant on existing banking institutions. Prior to joining Ethena, Conor built his career in the traditional finance industry and pivoted into the crypto sector in 2022 as a research analyst at Kaiko, a leading crypto data provider. Conor is CFA-certified and a seasoned expert in crypto markets and industry events, and his industry insights have been featured in CNBC, Bloomberg, Financial Times, Reuters, CoinDesk, and more.In this conversation, we discuss:- Solving the stablecoin trilemma- How stablecoins or synthetic dollars can help maintain US dollar dominance- Lack of yield incentive is holding back stablecoin adoption- Difference between 'stablecoins' and 'synthetic dollars'- Stability and decentralization- Current crypto market trends- Stablecoin use cases/adoption around the world- Internet bonds- The importance of liquidity in crypto markets- USDeEthenaWebsite: www.ethena.fiX: @ethena_labsDiscord: discord.gg/ethenaConnor RyderX: @ConorRyderLinkedIn: Connor Ryder, CFA --------------------------------------------------------------------------------- This episode is brought to you by PrimeXBT. PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers. PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50
Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they implement these concepts for their clients. This fascinating book discusses investment decision-making and risk-sizing and how to make better financial decisions with your wealth. Markets have behaved very well for 100 years, resulting in real profits for investors. However, few rich families from the early 1900s have been able to retain their wealth despite exceptional returns in the markets. The problem isn't that people make poor decisions about what to invest in, they make poor “risk decisions” about how much risk to take and when to take it. 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 nationwide. There are also many Local Chapters in the US and even a few Foreign Chapters that meet regularly. New Chapters are being added regularly. 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.
Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI) the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by Brian Egger . Brian is the Global Head of Financial Modeling, Senior Gaming/Lodging Analyst at Bloomberg Intelligence. He has been publishing models professionally and writing investment research since the 90s on the sell-side as a brokerage analyst. His industry focus has always been broadly centered around consumer gaming, lodging, and leisure. Brian has also worked in player-coach roles, whether it's being a research director or team leader or his current role, head of financial modeling, and outside the realm of being a practitioner, he has experience teaching as well. Listen to this episode as Brian shares: His experience with finding the right balance as a ModelerHis learning from the worst models he has come across.His role as the Global Head of Financial Modeling at BloombergEverything about Bloomberg's Interactive Calculator.Trends of the Industry over the years.His thoughts on the FMI program and why continuous learning is so important.His position on controversial modeling issues, including circular references, dynamic arrays, modeling standards, AI in modeling, and more . Quotes: “ Models should be dynamic and not static, they should be integrated and not sort of siloed pieces not speaking to each other. ” " There's a lot of merit just to continuously reinvesting in both your skill set and your credentials, and that it's really important to never stop doing that. The FMI has created a really intriguing platform as a way to do that. ” “ The CFA exam prepares you in many ways to be a capable securities analyst. ” Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast'. Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register. Join Paul in Vegas for the FMI World Cup Championship from December 7, 2023 - December 9, 2023. Sign up for the event today and receive 10% off by using the special code ‘FP&AGUY10' . Go to https://earmarkcpe.com, download the app, take the quiz and you can receive CPE credit. Follow Brian Egger: LinkedIn - https://www.linkedin.com/in/brianegger/ Brian's article on the balance between complexity and simplicity -https://www.linkedin.com/pulse/what-level-detail-enough-financial-model-brian-egger/?trackingId=08lGH6pSQ865qLFJar2nzQ%3D%3D Follow Paul: Website - https://www.thefpandaguy.com/ LinkedIn - https://www.linkedin.com/in/thefpandaguy/ Instagram - https://www.instagram.com/thefpandaguy/ TikTok - https://www.tiktok.com/@thefpandaguy Twitter - https://twitter.com/TheFPandAGuy YouTube - https://www.youtube.com/@thefpaguy8376 Follow Financial Modeler's Corner LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984 In today's episode: (00:22) Intro; (00:46) Welcoming Brian; (01:02) The worst financial model Brian has ever seen ; (02:37) Brian's key learning experience from the worst financial model ; (03:13) Brian 's background; (05:05) Role as a Global Head of Financial Modeling at Bloomberg; (06:19) How to find the right balance while Modeling? ; (08:08) Signs that a Model is too detailed; (10:57) Signs that a Model is too simple to make decisions; (13:43 - 14:30) Validate your Financial Modeling Skills with FMI's Accreditation Program (ad); (14:39) About Bloomberg's Interactive Calculator; (15:58) Brian's key learning from that Project; (20:25) Guidelines on Balance; (23:52) Brian's thoughts on FMI; (27:44) Trends of the Industry over the years; (29:58) Rapid Fire; (34:31) Advice on being a successful Modeler; (35:23) Connect with Brian; (35:50) Paul's Top Picks - Finding the balance between complexity and simplicity (39:32) Outro.
In this episode, we sit down with filmmakers Producer Jessica Olthof & Director Darren Rae for their oscar qualifying film, "Nisei". https://www.instagram.com/niseithefilmhttps://www.instagram.com/darrenhraeWebsite: www.cinematographyforactors.comInstagram: https://www.instagram.com/cinematographyforactorsTikTok: https://www.tiktok.com/@cinematographyforactorsCinematography for Actors is a community aimed at bridging the gap between talent & crew through our weekly podcast & community events. Our weekly show supports the filmmaking community through transparent, honest & technically focused interviews with the goal of elevating the art of effective storytelling.For our listeners, CFA's teamed up with We Make Movies to get you a discount on production management services, including access to comprehensive production insurance and workers' comp for your next shoot. Visit wemakemovies.org/insurance and use code CFA23 on your intake form for 10% off your quote.--- Support this podcast: https://podcasters.spotify.com/pod/show/cinematographyforactors/support
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. Read the Article: https://www.henssler.com/trusts-offer-control-and-protection-for-grandchildrens-legacy
BIO: Luke Gromen has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst.STORY: Luke put a large position in a private equity investment because it had a great founder who had previously created and sold some tech companies. Additionally, one of Luke's dearest friends went to work there. However, he didn't realize that the company was overvalued, so when the founder couldn't raise funding, the company collapsed, and Luke lost all his money.LEARNING: Position sizing is crucial. Don't get too excited and emotionally invested in an investment. Be careful when investing in illiquid assets because you can easily get trapped. “Start small; you can always get bigger. You're better off chasing a higher valuation down the road of a more successful operation than starting too big and then having to put in more money or be stuck.”Luke Gromen Guest profileLuke Gromen has 25 years of experience in equity research, equity research sales, and as a macro/thematic analyst. He is the founder and president of macro/thematic research firm FFTT, LLC, which he founded in early 2014 to address and leverage the opportunity he saw created by applying what clients and former colleagues consistently described as a “unique ability to connect the dots” during a time when he saw an increasing “silo-ing” of perspectives occurring on Wall Street and in corporate America. FFTT caters to institutions and sophisticated individuals by aggregating a wide variety of macroeconomic, thematic, and sector trends in an unconventional manner to identify investable developing economic bottlenecks for his clients.Prior to founding FFTT, Luke was a founding partner of Cleveland Research Company, where he worked from 2006-14. At CRC, Luke worked in sales and edited CRC's flagship weekly thematic research summary piece (“Straight from the Source”) for the firm's clients. Prior to that, Luke was a partner at Midwest Research, where he worked in equity research and sales from 1996-2006. While in sales, Luke was a founding editor of Midwest's widely-read weekly thematic summary (“Heard in the Midwest”) for the firm's clients, in which he aggregated and combined proprietary research from Midwest with inputs from other sources.Luke Gromen holds a BBA in Finance and Accounting from the University of Cincinnati and received his MBA from Case Western Reserve University. He earned the CFA designation in 2003.Worst investment everLuke's worst investment ever was a private equity investment he made. He started investing in it in early 2001, relatively early in his career when the US was already in recession. The investment was in a tech company similar to Amazon but for construction supplies. It had a database targeting the industrial B2B space.The company had a great founder who had previously created and sold some tech companies. Some friends of Luke knew him and spoke highly of him. Additionally, one of Luke's dearest friends went to work in the company, so he had somebody on the inside telling him the company was going well. All this made Luke overconfident, and he went in too big. The investment was about 30% of his entire net worth. Luke didn't think anything wrong was going to come up. Then Luke met the founder and realized he was not a very good salesperson. He didn't think much about it anyway.One day, Luke talked about his investment with a tech analyst at work. When he mentioned the initial valuation, the analyst told him he would lose all his money. This is because...
John Larkin and Joe Lynch discuss the FreightTech investment environment. John is Strategic Advisor of Transportation & Logistics at Clarendon Capital, a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. About John Larkin, CFA John Larkin, CFA is a Strategic Advisor to Clarendon Capital. John Larkin was named an Operating Partner at Clarendon Capital in May of 2019. In April of 2021, Mr. Larkin became Strategic Advisor at Clarendon, and was named Chair of the firm's Advisory Board. His mission is to help craft the firm's growth strategy while assisting with deal sourcing, capital raising, and the creation of value within portfolio companies. Clarendon remains 100% focused on the transportation & logistics industry, broadly defined. Previously, Mr. Larkin joined Legg Mason (later sold to Stifel, Nicolaus & Company, Inc.) in October 2001 to form and to lead the firm's entry into the transportation markets. For 17 years, Mr. Larkin headed up Stifel's transportation and logistics research effort. In January of 2018, Mr. Larkin transitioned from Stifel's Research Department to Stifel's Investment Banking team. While in Investment Banking, Mr. Larkin advised numerous publicly traded and privately held transportation and logistics companies as well as many financial sponsors with investments in the transportation and logistics space. Over the years, Mr. Larkin has been recognized as an all-star analyst by Institutional Investor magazine numerous times, a Wall Street Journal All-Star analyst on several occasions, and has been awarded multiple Starmine stock picking and earnings estimate accuracy awards. Previously, Mr. Larkin has served as: Chairman and CEO of RailWorks Corporation, Managing Director with Alex. Brown and Sons' transportation team, AVP - Planning and Analysis at CSX Transportation, Inc., Systems Engineering Consultant with Day & Zimmermann, Inc., and a Research Associate at the Center for Transportation Research (at the University of Texas at Austin). Mr. Larkin earned his MBA from Harvard University in 1984, a Master of Science degree in Civil Engineering from the University of Texas at Austin in 1978, and a Bachelor of Science degree in Civil Engineering from the University of Vermont in 1977. Mr. Larkin is a CFA charter holder. In addition, he is Vice Chairman of Crown Diesel, and a member of The Board of Directors for CRST International, eNow Energy, Cub Ventures (CDLife), Novapath Supply Chain Systems & Rygen Technologies, and Phoenix Intermodal. He also serves on the Boards of Advisors for Freightwaves, Haul, LoadSmart, DFMData, Baton, On-ramp Payments, Leaf Logistics, Truckl.io, and LineHaul Station. Additionally, Mr. Larkin is an Advisor to Bakken Energy and Hoptek and is a member of Aurora's Industry Advisory Council. Mr. Larkin is married and is the proud father of four adult children (Conor, Clifford, Casey, and Sarah Alexandra). He resides, with his wife of 38 years, Nancy, in Dallas, TX, Baltimore, MD, and Saranac Lake, NY, and on Water Island, USVI. About Clarendon Capital Clarendon Group is private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. Their principals possess unique resources, expertise, and partnership networks to add value to companies and execute transactions. The team collectively has over 75 years of industry experience as principal investors, board members, senior operators, management consultants and investment bankers. The principals have engaged on over 60 investments and assignments in the sector, working with their partners and clients to achieve agreed upon objectives. Key Takeaways: FreightTech Investment Environment John Larkin, CFA is a Strategic Advisor at Clarendon Capital and to a number of transportation and logistics companies. John shares his insights on a variety of topics including: The venture capital market that was red hot, but has cooled off How long the freight downturn will last What investors are looking for in FreightTech space Clarendon Capital is focused on partnering with investors, owners and management teams to build quantifiable value in their business over a mutually agreed timeframe. Clarendon's engagements and investments have spanned from several months to over a decade. Their capabilities in the transportation and logistics industry give them a perspective necessary to substantially add value to the organization. Clarendon invests in opportunities connected to the transportation, logistics, and distribution market space. The firm invests in companies with enterprise values up to $500 million and revenues up to $1.0 billion. Clarendon invests across the capital structure, including majority and minority investments. The firm is flexible on its hold periods, tailoring its approach to the specific circumstances of each investment. Clarendon invests in a variety of transactions, including growth capital investments, recapitalizations, management buyouts, corporate carve-outs, and shareholder buyouts. The firm seeks to make investments where its capital, expertise, and network can create real value-add and improve investment returns. Clarendon has a track record of successful investments in companies with industry-leading positions and solid potential for considerable value creation. Learn More About FreightTech Investment Environment John's LinkedIn Clarendon Capital LinkedIn Clarendon Capital Logistics Industry Outlook with John Larkin Episode Sponsor: Wreaths Across America Wreaths Across America Radio - Wreaths Across America Episode Sponsor: Lean Solutions Group Outsourced Sales and Marketing with Ryan Mann The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
In this episode, co-hosts Elliot Turner, Phil Ordway, and John Mihaljevic discuss the apparently ever-shrinking timeframes of market participants and the first-order thinking in place since the covid crash. 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.
Henssler Money Talks – November 18, 2023Season 37, Episode 46This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week's economic news, including the Consumer Price and Producer Price indices, Retail Sales, and the University of Michigan Consumer Sentiment Survey. Melanie and Peter consider a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts explore his options of using a trust to shelter their inheritance from estate and gift taxes. Additionally, the trust can allow him to control how his money is used from beyond the grave. The experts wrap the show by addressing a question on finding the “sweet spots” in the current Treasury market.Timestamps and Chapters00:00 Market Roundup: Covering November 13 – November 17, 202322:55 Case Study: Using Trusts to Pass on Wealth34:13 Q&A Time: What are the “sweet spots” in the current Treasury market?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/
The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio construction to his institutional clients cannot be overstated. While understanding "the health of the market" allows portfolio managers to responsibly take on risk for clients while maintaining situational awareness of market fragility, ignoring intermarket relationships and bottom-up trends leaves precious alpha off the table and presents career risk. Considering the ~60% rally of US equities off the LTCM low in 1998 to the peak in March of 2000, a lack of breadth is not reason enough to avoid market risk.The long and winding road of John's career on Wall St. allowed him to learn from many notable practitioners from his early days at Lehman Brothers to more recently as a buy-side technical strategist at Fidelity (FMR). He outlines a fascinating genealogy of technical analysts in his "family tree," which he takes great inspiration from and aspires to pay forward that is rooted in Robert J. Farell's Merrill Lynch technical research group. John is a huge advocate for technical analysis, where he is an adjunct university professor and an executive board member of the CMT Association. Enjoy this insightful, informative, and hilarious episode of Fill the Gap with John Kolovos, CMT, CFA!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
I analyze the private jet scenario in the TV show Billions, season 7, episode 4: Hurricane Rosie. Is this scenario true to life? If you were the CFA on this private jet, how would you handle this shocking situation? WAYS TO SUPPORT THIS PODCAST: ⭐️⭐️⭐️⭐️⭐️ Submit a 5-star rating & review
This week, Chuck Fuller, CFA, CMT joins Ian Saunders to discuss risk management from the perspective of a seasoned, quantitative portfolio manager.
This is Cinematography for Actors. We are live, on-location at the Broadwater for We Make Movies International Film Festival (https://wemakemovies.org) as the official podcast partner. These shorter, special episodes are with selected filmmakers. A huge thank you to our sponsors: Band Pro Film & Digital, Rosco Laboratories, Deity Microphones & BlackMagic Design LOGLINE: A father and daughter plan a casino heist, but their personal life seems to get in the way as they plan to rip off a High Stakes Blackjack Table. Inspired by a real Casino Heist that changed the entire gaming industry. Tom Cavanaugh (Director) Bob Telford (Actor) Heidi Schooler (Actor) Find More From Tom: www.TomCavanaughWriter.com https://www.facebook.com/tom.cavanaugh.77/ https://www.facebook.com/TomCavanaughWriter https://twitter.com/TommyCinLA https://www.instagram.com/tcavana136/?hl=en @tomcavanaugh37 on TikTok For our listeners, CFA has teamed up with We Make Movies to get you a discount on production management services, including access to comprehensive production insurance and workers' comp for your next shoot. Visit wemakemovies.org/insurance and use code CFA23 on your intake form for 10% off your quote. Calling all actors! Take 25% off your membership at WeAudition with code: CFA25. Follow us wherever you listen to your podcasts to keep up to date on new episode releases. Website: https://www.cinematographyforactors.com Instagram: https://www.instagram.com/cinematographyforactors TikTok: https://www.tiktok.com/@cinematographyforactors Cinematography for Actors is a community aimed at bridging the gap between talent & crew through our weekly podcast & community events. Our weekly show supports the filmmaking community through transparent, honest & technically focused interviews with the goal of elevating the art of effective storytelling. Join the CFA Community, sign up to our newsletter: https://mailchi.mp/e27e1a2bc895/newsletter --- Support this podcast: https://podcasters.spotify.com/pod/show/cinematographyforactors/support
Many people experience a “fork in the road” moment in their career. In Martha Delgado's case, a combination of education, luck, timing, valuable mentorship, and pursuit of the CFA charter have contributed to a successful pivot from analyst to business development and client relationship, serving clients globally. Martha is currently the head of business development for Allspring Global Investments, responsible for Australia, New Zealand, and Latin America. She previously served in senior sales and relationship management roles at Tortoise and State Street Global Advisors, while having experience early in her career as an equity research analyst. Martha earned a BS in Economics and International Affairs at Florida State and MBA at Emory. She is a CFA Charterholder as well. On today's podcast, Martha shares her personal and professional journey, interest in international business development, and the importance of career pivoting.
On this episode, we dive into real-life scenarios to gain insight into crafting a successful and early retirement plan. Hear Tyler Emrick, CFA®, CFP®, dissect a client's journey of retiring in their late 50s. Exploring the intricacies of their tax-smart distribution plan to fund their retirement lifestyle and obtained significant tax credits to offset their pre-Medicare healthcare costs. Here's some of what we discuss in this episode: Background on a real-life scenario with a family we met a few years ago. What we learned about the challenges to their retirement, including healthcare. The different healthcare decisions to choose from and the costs most aren't prepared for. Places you can trip up with healthcare. How we approach the distribution planning. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth
In this month's episode of the “Red Sky Fuel for Thought” podcast, Ryan Kisiel, partner and head of Sustain at H/Advisors Maitland, joins host Linda Descano, CFA®, EVP, Havas Red, to discuss trends in climate and sustainability disclosures and reporting, and implications for how brands and businesses communicate internally and externally about these topics in 2024. 2023 has marked another year of climate and sustainability in the spotlight. There's been continued — if not increasing — scrutiny on whether brands and businesses are actually following through with their pledges, particularly around climate and net-zero, and whether there are real data and actionable plans behind those pledges. In many countries, the push for mandatory disclosures has gained momentum during this period. Back in July, the European Commission adopted the European Sustainability Reporting Standards (ESRS), standardizing how companies within the European Union report climate change and other ESG-related actions. Meanwhile, in the U.S., where policy on climate disclosures remains in limbo, the state of California has taken matters into its own hands, signing into law the Climate Corporate Data Accountability Act, known as SB-253, which has implications well beyond companies operating in California. "Red Sky Fuel for Thought" is a monthly podcast produced by Havas Red, examining emerging themes relevant to brand communicators and marketers. Note: This H/Advisors' article was referenced in the podcast: “California sets the standard for mandatory carbon disclosures” 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!
Show Notes:In this empowering episode of Moms in Real Estate, host Kristen Cantrell welcomes the incredible Christina Briseno, a seasoned real estate professional with 26 years of experience. Christina shares her journey from a tumultuous upbringing to finding success in her career while navigating the challenges of motherhood. Tune in as she discusses her resilience, determination, and the pivotal moments that led to her spiritual awakening. From working as a receptionist to owning her own mortgage brokerage, Christina's story is a testament to the transformative power of faith and self-discovery.Follow us on instagram!Podcast: @momsinrealestateHost: @heykristencantrell @heyconnectandcultivateGuest: @yourfitlenderCheck out our amazing sponsors:You Tax Coach // Professional Tax Accountants. We're not just saving you money, we're changing lives! https://www.yourtaxcoach.com/Reel Social Agent // Social Media Mentors for Real Estate ProsHelping Real Estate Pros turn their social media into their best calling card! https://stan.store/REALmarketingSilvia Manent, CFA, CFP®, Founder & Managing Partner of Manent Capital - Reach out to Silvia here for all your financial needs!
In this episode of Guiding Assets, host Mike Wallberg, CFA, is joined by Dan McGoey, CFA, a portfolio manager and analyst on the multi-asset investment team at Lazard Asset Management. They discuss real assets, which are companies or businesses with high-cost investments and long useful lives, such as those in the real estate and infrastructure sectors. They also explore different ways to invest in real assets, including through direct investment or listed securities. Tune in to learn more about real assets and Dan's experience investing in Latin America.
In this podcast, Rich Excell, CFA, speaks with Brook Scardina, a Managing Partner for Capital Markets & Investments at Oak Real Estate Partners. Brook walks us through their private credit strategy which opportunistically invests in real estate deals over a short time horizon before those loans are recapitalized. He speaks about the opportunities and risks in this growing part of the market.
In this episode of First Look ETF, Stephanie Stanton @etfguide analyzes new actively managed ETFs from GMO, USCF Investments and Zacks Investment Management. The newly launched ETFs for our November episode use active investment strategies linked to commodities and stocks. The guest lineup for this episode includes:1. Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE2. John Love, CFA & President & CEO at USCF Investments 3. Tom Hancock, Head of GMO Focused Equity & Portfolio Manager 4. Sal Esposito, Head of ETF Products at Zacks Investment Management**********First Look ETF is sponsored by the New York Stock Exchange*Learn more at http://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)
Chris O'Keefe, CFA, lead portfolio manager of Logan Capital Management $4B in AUM. Chris manages over $2B in his dividend strategies. Chris manages the Dividend Performers Strategy and the Dividend Performers Balanced Strategy at Logan Capital. Chris O'Keefe, CFA, lead portfolio manager of Logan Capital Management's Dividend Performers Strategy and the Dividend Performers Balanced Strategy. Chris notes now is the time for investors to consider dividends. He says, in a stressed economy with rising rates, you want more durable, resilient companies. Dividend-paying stocks tend to do better in this environment, and valuations look more reasonable on that side of the universe. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule. Read the Article: https://www.henssler.com/understanding-the-impact-of-coupon-rates-and-yield-to-maturity
It seems like an uncertain time, doesn't it? High inflation, high interest rates, job uncertainty for some...and just under one year from now, a huge presidential election. These are the types of years when people sit out of the financial markets. They wait for "calmer waters" and "better times" to invest, moving their money to cash. But is that the right move? What should you do with your money as we ramp up toward another presidential election cycle? Today we've assembled an All-Star panel to address that very question. From T. Rowe Price, CFA and Capital Markets Strategist in the Multi-Asset Division, Tim Murray joins us. And from Fidelity Investments, Certified Financial Planner and Vice President, Financial Consultant Ryan Viktorin also chimes in, as does our behavioral expert, Certified Financial Planner and Co-Founder of the Financial Psychology Institute, as well as Associate Professor of Practice at Creighton University, Dr. Brad Klontz. We're excited they're all here and ready to help you guide your financial boat into safe waters. Do you know someone who's really worried about this election? This is definitely the episode for them! Share this with them so that you can help them stay calm and avoid potentially horrible moves with their money. FULL SHOW NOTES are at StackingBenjamins.com/investing-in-an-election-year-special-1435. Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Learn more about your ad choices. Visit podcastchoices.com/adchoices
James Lavish spent thirty years on Wall Street, working for some of the world's largest investment banks, hedge funds and is the CFA of the Bitcoin Opportunity Fund. He discusses the abysmal 30-year Treasury auction last week, commercial real estate, the Fed, BRICS, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST!!! Video Version of Show Rumble- https://rumble.com/v3vl86w-coffee-and-a-mike-episode-705-with-james-lavish-talking-30-year-treasury-au.html Follow James Twitter- https://twitter.com/jameslavish?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Newsletter- https://www.jameslavish.com/ Follow Me Twitter- https://twitter.com/CoffeeandaMike Instagram- https://www.instagram.com/coffeeandamike/ Facebook- https://www.facebook.com/CoffeeandaMike/ Truth Social- https://truthsocial.com/@coffeeandamike Gettr- https://gettr.com/user/coffeeandamike Rumble- https://rumble.com/search/all?q=coffee%20and%20a%20mike Apple Podcasts- https://podcasts.apple.com/us/podcast/coffee-and-a-mike/id1436799008 Support My Work Venmo- https://venmo.com/code?user_id=3570365208987017385&created=1658667789.4661531&printed=1 Website- www.coffeeandamike.com Email- email@example.com
Henssler Money Talks – November 11, 2023Season 37, Episode 45This week on “Money Talks,” Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss October's Employment Situation, current market conditions, and earnings. The financial explore discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule. The show hosts finish the show answering listeners' questions, comparing the Mega Cap Seven vs. the FAANG stocks and what happens if a stock falls to zero. Timestamps and Chapters00:00 Market Roundup: Covering November 6 – November 10, 202321: 23 Case Study: A Bond's Coupon Rate vs. Yield to Maturity34:25 Q&A Time: Mega Cap Seven vs. FAANG and Worthless StockFollow 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/
Discover Lafayette welcomes Missy Bienvenue Andrade, CEO of the Community Foundation of Acadiana. Community Foundation of Acadiana (CFA), founded in 2000, is a tax-exempt foundation whose core purpose is building legacies and improving communities by connecting generous people to the causes they care about. The organization focuses on the parishes of Acadia, Evangeline, Iberia, Lafayette, St. Landry, St. Mary, St. Martin and Vermilion. The parish affiliates each have permanent endowed funds for their geographic region. Missy gave great credit to Raymond Hebert, its first CEO who served until 2022, for his leadership in building an organization that is healthy and ready to move on to its next chapter of philanthropic focus in Acadiana. As of 2022, CFA has received total gifts of $364,588,403.00 over its years of existence. Donations of all sizes are welcomed and "Donor Assisted Funds" or "Corporated Advised Funds" can be established at any level. Scholarships are also housed at the CFA. Missy explained that many times, a donor may want to make an end of the year contribution and wait until disbursing the funds until a later time; special requests and assistance from staff can help the donor make their wish come true in the timing that fits their desires. Donors can also make contributions and request that their funds be invested in the market, either under the direction of their own investment advisor or with the assistance of CFA professionals. Missy Andrade (left) pictured with Erica Ray, Carolyn Doerle, Missy Manuel and Carlee Alm-Labar at a recent groundbreaking of the Paul A. Doerle Farmer's Market Pavillion at Moncus Park. Missy believes an important mission of the CFA is to define how the organization may best assist Acadiana nonprofits. She looked back on 2023's SOLA Giving Day which raised the most money ever for local nonprofits, totalling $1,829,127.00. CFA runs the back office of SOLA Giving Day which has been wildly successful over the past six years. This year Venmo and Paypal were added as payment options and this appeared to eliminated barriers to giving; CFA saw people were giving contributions in the range of $5 and $10, as well as large sums, and the event experienced the highest number of people ever giving on a single day. CFA is entering a new phase of defining its mission. It recently hired Ekstrom, Alley Clontz & Associates ("EAC") to assist in a comprehensive strategic plan for the organization as it determines how it can best serve Acadiana as it builds a bridge to an even more successful outreach. EAC has consulted on behalf of over 200 community foundations across the U. S. and abroad, and is a leader in its field. Rather than just studying other community foundations across the country, Missy emphasized that CFA want to ensure that our particular community needs are identified and addressed. This is Missy's second appearance on Discover Lafayette, as we interviewed her a few years back when she was President and CEO of the Boys and Girls Clubs of Acadiana. Missy Bienvenue Andrade previously served as CEO of the Boys and Girls Clubs of Acadiana. You may here our earlier interview with her here The 91st annual Lafayette Civic Cup Awards will be held on Tuesday, November 14, 2023 at the City Club at River Ranch. This years award will be bestowed upon Rodney Savoy. The CFA is handling the event. The Savoy family donated the land and beautiful building on which CFA is housed. For more information on the Community Foundation of Acadiana, please visit https://www.cfacadiana.org/
James Lavish is the CFA of the Bitcoin Opportunity Fund. The former hedge fund manager has 25 years of institutional investment and risk management experience. The Yale and Cornell alum, and former NHL draft pick, was recently Chief Operating Officer of Alternative Investments at asset management firm LKCM in Dallas, Texas. James was also the co-founder and a managing partner of Ranger Arbitrage, Head Arbitrage Trader and Officer of the Compliance Committee for Carlson Capital. He is the author of The Informationist Newsletter, and a co-founder of the economic and Bitcoin education group, The Looking Glass. Subscribe to James' newsletter: The Informationist https://jameslavish.substack.com Follow James on X/Twitter https://twitter.com/jameslavish -- Promotional Links: Bitcoin Nashville is July 25-27, 2024: Get 10% off your passes using the code HODL at https://b.tc/conference Fold is the best Bitcoin rewards debit card and shopping app in the world. Get 10,000 satoshis when you sign up and spend $20 on the card: https://www.foldapp.com/natalie Coinkite is your go-to tech company for top-notch Bitcoin custody solutions, including the cold card wallet. Get 5% off using my link: https://store.coinkite.com/promo/COINSTORIES CrowdHealth offers the Bitcoin community alternative to health insurance. I spent $100 a month on my health care. Sign up at https://www.joincrowdhealth.com/natalie The Orange Pill App is building the social layer for Bitcoin: http://signup.theorangepillapp.com/op.... If you're looking for the highest-quality sustainable pork, steak and seafood products, look no further than Campo Grande. For $20 off use code HODL: https://eatcampogrande.com/HODL -- This podcast is for educational purposes and should not be construed as official investment advice. -- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
In this episode with Rubin J. Miller, CFA we talk: - what is going on with interest rates and how that effects the way you should create a portfolio - what makes a good portfolio - why the bond allocation should be different for everyone - why allocation to just US stocks might not be the best move - why I do not hold bolds - and so much more
In this episode, we're joined by guest Stephanie Mainville of Arizona. Tune in as Stephanie shares her transition from hustle culture to a career that truly resonates with her desires and values. Stephanie is an experience professional who has been in real estate for 8 years. She began as a top solo agent and then later expanded to running a nationwide team. However, she reached a pivotal moment where she questioned whether her path was aligned with her values. In a bold move, she chose to put her family and herself first, taking time to find answers to these essential questions. Her life now reflects her commitment to her family, personal growth, and balance - all the while still excelling in real estate. Discover the joys of nurturing curiosity, fostering a balanced home learning environment, and creating lasting memories with your children. Join us on this insightful journey into the heart of intentional living. Follow us on instagram!Podcast: @momsinrealestateHost: @heykristencantrell @heyconnectandcultivateGuest: @heystephaniemainvilleCheck out our amazing sponsors:You Tax Coach // Professional Tax Accountants. We're not just saving you money, we're changing lives! https://www.yourtaxcoach.com/Reel Social Agent // Social Media Mentors for Real Estate ProsHelping Real Estate Pros turn their social media into their best calling card! https://stan.store/REALmarketingSilvia Manent, CFA, CFP®, Founder & Managing Partner of Manent Capital - Reach out to Silvia here for all your financial needs!
Show Notes:Blog post from Joe Fahmy “Four Reasons for a year-end rally” -https://joefahmy.com/2023/11/05/four-reasons-for-a-year-end-rallyTweet from Ryan Detrick -https://twitter.com/ryandetrick/status/1720565217845809388?Tweet from Mike Zaccardi, CFA, CMT - https://twitter.com/mikezaccardi/status/1720416495539204551?
Guest: Jon Dauphiné, Esq. is the CEO of the Foundation for Financial Planning, the U.S.'s leading 501(c)(3) charity devoted to expanding access to pro bono financial planning for people in need. Dave Mantell, CFP®, CFA is a Managing Partner and wealth advisor at Stabler Wealth Management in Bellevue, WA. In a Nutshell: In fields like medicine, law, and education, pro bono work is an established part of the professional culture. My guests today are at the forefront of a movement to build an infrastructure for pro bono financial planning so that folks who can't afford to work with an advisor can gain access to the essential services we provide. On today's show, Jon Dauphiné and Dave Mantell explain how the Foundation for Financial Planning connects advisors to the resources they need to make a huge impact on people's lives and their communities. We also discuss how more advisors and -- hopefully -- conference organizers can get involved in building out this important network.
In this episode of Spotlight, Thalia Hayden @etfguide chats with Paul Baiocchi, CFA & Chief ETF Strategist at SS&C ALPS Advisors. Topics covered include ETF strategies for single stock alternatives, factor investing in quality dividend and value stocks and ideas for 2023 tax-loss harvesting. *ETF tickers mentioned in this episode*Alerian Energy Infrastructure ETF (ENFR)Alerian MLP ETF (AMLP)ALPS O'Shares U.S. Quality Dividend ETF (OUSA)ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM)ALPS International Sector Dividend Dogs ETF (IDOG) ALPS Active REIT ETF (REIT)ALPS Sector Dividend Dogs ETF (SDOG)Energy Select Sector SPDR Fund (XLE)**********To learn more about SS&C ALPS Advisors visit*http://www.alpsfunds.com
While U.S. money center banks have emerged as an attractive subsegment of the U.S. investment grade corporate market, European banks face unique challenges sustaining their market prominence. Given the fragility of the Eurozone's economy, with an anticipated growth of 0.5% both this year and next, the spotlight on the relative attractiveness of European banks has made its way to the forefront. In this episode of All the Credit ®, host Michael Roper, CFA, European Investment Grade Corporate Bond Portfolio Manager, along with guests Chris Alquiza, CFA, U.S. Investment Grade Corporate Bond Portfolio Manager, and James Hyde, European Investment Grade Credit Research Analyst, dissect the perception of risk and relative value between U.S. banks and EU banks from a U.S. market perspective, how trading relationships might be impacted by this, and provide bottom-up thoughts on European bank fundamentals and where we think they're headed. Recorded on October 20, 2023.
In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the bond market from a value investor's perspective. We examine the risk-reward of fixed income in the current market environment. 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.
You're ready to invest, and you've got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi's Head of Investment Strategy Liz Young is joined by Shannon Saccocia. Shannon Saccocia, CFA, is the Chief Investment Officer of NB Private Wealth (“NBPW”), a division of Neuberger Berman. Liz and Shannon talk about how to navigate the market, and ways to anchor yourself in your investment choices. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizYoungStrat. Notable mentions in episode: (00:00) - Intro (05:00) - How would you invest $50,000? (09:03) - Balancing between diversification and concentration (14:56) - ETF vs. Mutual Fund vs. Individual Stocks (22:23) - One simple rule: If you don't get it, don't buy it (24:29) - Anchor a buy in your logic behind it (25:58) - How do you think about interaction in a portfolio? (29:05) - Delineating objectives in a portfolio (33:57) - When is momentum investing useful? (36:28) - The Hot Minute (39:59) - Liz' Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: What is Asset Allocation? Guide to Building an Investment Portfolio for Beginners How Many Stocks Should I Own? What is Portfolio Management?
If we could predict how the stock market performs, we'd be retired! The only thing CERTAIN right now is UNCERTAINITY. But is this uncertainty, new? War, presidential elections, inflation, oil, & ongoing recession talk have us all feeling a bit, well, yucky! In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA sits down with Michael Laughlin, CFA, FRM, Head of Portfolio Specialist Team at Morningstar to discuss some key ingredients to building long-term-investment portfolios. You will be surprised to learn one key ingredient is humility. Episode Highlights: Michael discusses his role as a translator and liaison for the investment team which is helping clients understand market environments and build intentional portfolios to manage risk. (3:21) Michael mentions that investing is a slow but effective way to build wealth, especially through the power of compounding and sticking to a long-term plan. (5:45) Michael explains that trying to time the markets is not recommended, as studies show that investors tend to buy high and sell low, resulting in significant underperformance. (8:12) Michael discusses how recessions have consistent outcomes within three to five years, making it crucial for those nearing retirement or transitioning to be cautious about spending down principle during a market shock. (16:29) Michael explains that Morningstar is a research-driven investment firm that believes in being prepared for different market environments rather than trying to predict specific outcomes. (20:25) Michael mentions that the current market environment is characterized by a high degree of uncertainty, leading to a cautious approach to taking smaller bets in portfolios. (26:31) Michael discusses how Morningstar started as a research and data company in the 80s and now manages investments by categorizing equities based on value, core, and growth, as well as large, mid, and small sizes, to understand the characteristics of a portfolio. (30:27) Michael explains that the price you pay for an asset is crucial in determining its investment potential, as a great asset at a bad price can be a bad investment, while a not-so-great asset at an amazing price can be a good investment. (39:24) Michael emphasizes that historically, markets have experienced fluctuations and declines on an annual basis, but have also shown overall growth over time. (44:51) Key Quotes: “True investing is a great way to build wealth slowly and not a great way to build wealth quickly.” - Michael Laughlin, CFA, FRM “What we actually try to do is build portfolios that are robust to multiple different market environments, or multiple different outcomes. And then, as time passes, and those outcomes reveal themselves in a way, we continually update, we continually tweak, we continually tilt. But we never say, okay, you know, we're going to be in a high inflation, low growth regime.” - Michael Laughlin, CFA, FRM “It's important to remember that the price you pay for something matters. So you can have a great asset, but at a bad price be a bad investment. And, you know, conversely, you can take maybe a not-so-great asset at an amazing price can be a good investment.” - Michael Laughlin, CFA, FRM Resources Mentioned: Michael Laughlin, CFA, FRM, LinkedIn Morningstar Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors
John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. Read the Article: https://www.henssler.com/the-power-of-georgias-unique-tax-credits-for-community-impact
Keith Smith stops by The Business Brew to discuss BDCs, auto dealers, and other ideas he has been looking at. Keith has been looking in areas that are less well covered. Keith has over 20 years of business valuation experience as well as being trained as an engineer. In addition to managing the Bonhoeffer Fund's portfolio, Keith serves as an advisor to Willow Oak Asset Management. He is a CFA charterholder and received his MBA from UCLA. He has held positions with Empire Valuation Consultants, PwC, Management Consulting & Research, and served as a captain in the U.S. Air Force. We hope the episode expands your thinking a bit.
On episode 332 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why so many people hate this economy, anecdotes vs. data, a depression in the mortgage industry, the good news about falling stock prices, small caps look cheap, consumers need a recession, and much more! Thanks to Kaplan Schweser for sponsoring this episode. Learn more about how they can help you prepare for the CFA at: https://www.schweser.com/cfa?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=infl_partnership&utm_content=cfa Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at firstname.lastname@example.org with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices