Podcasts about chartered financial analyst cfa

Description: In this episode, Johnson Investment Counsel's managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy.About Chad Maggard, Managing Director of Johnson Investment Counsel:Chad joined Johnson Investment Counsel in 2009 and is a Managing Director within Johnson Family Office Services. He is a shareholder of the firm and holds the Chartered Financial Analyst® (CFA®) designation. Prior to coming to the firm, he was a Financial Consultant for AXA Advisors, LLC.Disclaimer: Johnson Investment Counsel cannot promise future results. Any expectations presented here should not be taken as any guarantee or other assurance as to future results. Our opinions are a reflection of our best judgment at the time this material was created, and we disclaim any obligation to update or alter forward-looking statements as a result of new information, future events or otherwise.

The economy looks okay – retailers say otherwise. The BIG Beautiful bill is on its way through the sausage factory. Spec Tech (like quantum stocks) still in rally mode. Guest: Tom Nelson, Franklin Templeton Funds  NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (GLD), (NKE), (TGT), (HD), (LOW) Follow @andrewhorowitz

Frank Melaccio, Vice President, Finance & Treasurer at Horizon Blue Cross Blue Shield of New Jersey, reveals how this mindset propelled his career from banking to executive leadership - and why it could do the same for you.Frank Melaccio is Vice President of Finance and Treasurer at Horizon Blue Cross Blue Shield of New Jersey, one of the United States' largest and oldest health insurers. With a career spanning banking, Big Four consulting, and health insurance, Frank brings a wealth of insight into strategic treasury, risk management, and the future of finance. He's also an adjunct professor at Hofstra University's Frank G. Zarb School of Business and a passionate advocate for continual learning and professional development.Frank holds an MBA in finance from Hofstra University and a BS in both finance and economics from Fordham University. He's also a Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and a Certified Financial Risk Manager (FRM).Main topics discussed:Franks career journey: from commuting into Manhattan and dreaming of Wall Street to rising through regional banks and transitioning to health insurance.Frank's move from consulting at PwC during the financial crisis to leading treasury at a health insurer.Building ORSA models and becoming Chief Risk Officer in response to regulatory changes.Franks thoughts on CTP, CFA, CPA, and FRM - how to choose the right one for your path.The importance of team building and how leadership evolves with responsibility.Leveraging AI, coding, RPA, and treasury management systems to modernize and streamline processes.How teaching derivatives and healthcare finance keeps Frank sharp and benefits his corporate leadership.The power of adaptability, planning your path, and the dangers of chasing money over opportunity.You can connect with Frank Melaccio on LinkedIn. ---

Dr. Laura welcomes Saijal Patel, Founder and CEO of Saij Wealth Consulting, to a conversation about finance and financial literacy, especially in regards to women. Saijal promotes empowering women's financial independence and security. She has over two decades of experience in the financial industry in both North America and Asia to draw upon. Saijal's drive comes from seeing the unique challenges women face in managing personal finances and understanding how money works. Saijal and Dr. Laura address the stigma that surrounds talking about money and the belief that money causes problems. Saijal firmly believes it's the values people hold that manifest through money and that money itself is neither good nor bad. She notes that financial education and wellness address voter literacy through empowerment and understanding of governments' financial decisions, and also tackle one of the greatest sources of stress for people. Saijal and Dr. Laura examine what Saijal's course offers, the lack of good money mentorship growing up, and how to view and visualize abundance in our lives.“I have found with women that I'm educating, that for some reason society has told them and they have bought into this belief that ‘I need to be confident. I need to have confidence before I jump in and learn these things'. And that's the difference [that] is stopping so many women from building the skills because it's not confidence that they need. They need competence. Right? Competence actually leads to confidence.” Saijal PatelAbout Saijal Patel:Saijal Patel is the Founder and CEO of Saij Wealth Consulting, a financial consultancy and education platform dedicated to empowering women's financial independence and security.With over two decades of experience in the financial industry across North America and Asia, she holds the Chartered Financial Analyst (CFA) designation and has served in roles as a financial strategist and analyst.Saijal is the renowned creator and host of Strictly Money, Canada's sole national personal finance program. Formerly a business anchor and correspondent for Canada's Business News Network (BNN) and CNBC Asia, she provided insightful commentary and analysis on global economies, stock markets, and corporate news to millions of households worldwide. Her exceptional coverage earned her recognition as one of the most influential South Asian Women Executives in the Media and Entertainment Industry.Resources:Website: SaijElle.comInstagramLinkedIn21 Days of Abundance - Meditation Series by Deepak ChopraMunk Debates“Losing Cadence” and “Finding Sophie” by Laura LovettLearn more about Dr. Laura on her website: https://drlaura.liveFor more resources, look into Dr. Laura's organizations: Canada Career CounsellingSynthesis Psychology

Larry Burkett often said that capitalism must be tempered by Christian love, compassion, and stewardship.Proponents of capitalism and free markets don't often express that concern, just as believers in social welfare rarely count the cost. Jim Jones joins us today to talk about a new way of looking at those ideas.Jim Jones is a Chartered Financial Analyst® (CFA®) and Certified Kingdom Advisor® (CKA®). He is also the author of Utopia Reimagined: An Allegory of Capital and Conscience.A Unique Approach to Biblical EconomicsUnlike typical finance books, Utopia Reimagined is a novel—a work of fiction designed to explore serious biblical and economic themes through story.Why fiction? Jesus often used storytelling to challenge people's assumptions and invite deeper reflection. From the Good Samaritan to the Prodigal Son, stories have the power to stick with us in ways data and arguments often can't. As G.K. Chesterton once quipped, “Novels are more true than science textbooks. Life is sometimes like a science textbook, but life is always a story.”The Journey of Alexander and PaulineThe novel follows two siblings—Alexander and Pauline—on a journey through contrasting societies, each representing different economic and political ideologies.Alexander, a gifted but oppressed peasant in 18th-century France, escapes a feudal system to explore new societal models. His journey takes him through a magical cave into Santosa—a society with socialist tendencies—and eventually to New York City, the heart of free-market capitalism. Along the way, Alexander wrestles with the tension between opportunity, freedom, and justice.Pauline's journey is more focused on the moral and cultural fabric of each society. Her lens offers readers a parallel exploration of what's right, just, and good—not only economically, but relationally and spiritually.Through these characters, readers are invited to explore how faith shapes our perspectives on power, wealth, justice, and human dignity. Some characters see everything through the lens of faith, while others struggle to integrate it or reject it altogether.The beauty of storytelling is that it doesn't just show you what people believe, but why they believe it. That builds compassion and opens the door to real understanding.What Does a Biblical Utopia Look Like?In the final chapters of the novel, Alexander and Pauline discover a society that reflects the fullness of God's Kingdom—a glimpse of the new heavens and the new earth. It's a world where work, community, economics, and leadership are all governed by Christ's nature: sacrificial love, justice, and peace.But how do we pursue this kind of utopia now?Real change begins not at a national or global level, but in our local Christian communities. Reflecting God's image means practicing agape love—self-sacrificing care for one another—in how we use our time, money, influence, and power. We do that in community, not alone.Bringing the Vision to LifeMore than just a novel, Utopia Reimagined is a tool for discipleship and transformation. It's a call to rethink how we live, give, work, and govern in light of God's design. Through this engaging allegory, Jim Jones invites believers to dream again—anchored in Scripture and empowered by the Spirit—to reflect the Kingdom of God on earth as it is in heaven. That's why he has developed a discussion guide for churches, small groups, and communities who want to go deeper. It's available at utopiareimagined.com, where readers can also purchase the book or join a virtual conversation with Jim himself.And for a limited time, the Kindle edition is available for just $1.99.On Today's Program, Rob Answers Listener Questions:I'm a landlord with a duplex and want to sell it in a year. I haven't rented the top unit for a year after a bad tenant experience. What's the best way to proceed - rent it out again or sell, and how do I handle the tax implications of a potential 1031 exchange?I'm 65 and have a life insurance policy with $45,500 cash value. We no longer need the death benefit. Should I cash it out and invest the money or use it to pay down our $50,000 mortgage?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineUtopia Reimagined: An Allegory of Capital and Conscience by James G. JonesWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 253 to discuss the economy and markets.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted discusses the concerning deterioration in economic indicators despite ongoing investor complacency, warning that earnings expectations are too optimistic while market multiples remain elevated. He shares his approach to maintaining significant liquidity (currently 55%) while selectively investing in value opportunities like consumer staples. Ted also explains his gold strategy, with bullion as a permanent currency hedge and miners as tradable assets. The conversation concludes with insights from his new book "Second Generation Wealth," where he emphasizes the importance of letting children experience financial independence and adversity before introducing them to family wealth.With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Introduction and welcome0:32 Big picture macro view - deterioration and complacency 2:05 Explaining market complacency despite bearish sentiment 3:21 Liquidity and portfolio positioning 4:45 Appropriate liquidity levels by age group 7:42 Boomers' over-allocation to stocks 8:47 Value Line Investment Survey as a market indicator 10:52 Scaling into investments during market downturns 11:55 Fully invested vs. current 55% liquid strategy 14:09 Market risks: shrinking corporate margins and multiples 16:05 Market decline without recession possibility 17:05 Recent market movement - another chance for liquidity 18:35 Q1 GDP insights and market end-of-month action 19:48 Preparing for potential market scenarios 21:26 Retail buyers and leverage in current market recovery 22:35 Current investment opportunities - consumer staples and value24:48 Gold strategy - bullion as currency hedge vs. miners as trades27:45 Gold's purchasing power preservation over time 30:10 Treasury strategy - staying under two years to maintain control31:36 US fiscal situation and future outlook 33:58 Second Generation Wealth - inheritance and teaching kids about money 36:17 Helping children develop self-esteem and independence 39:16 The importance of adversity and work ethic for children 41:37 Setting an example - treating everyone equally 44:13 Parting thoughts

We are exposed to a lot of information about the economy and markets. Much of it is useless. It's also very short-term focused. Mick's goal has been to cut through the noise and mellow people out as it relates to their money. In his book, Chapter 4 is about the man who did everything wrong and one who did everything right. The key to remember as you're reading this chapter (or listening to this conversation about it) is that we all have the psychological potential within us to be either person. Mr. Wrong initially chose an advisor who was known for putting all eggs into one basket, and when that basket (bonds) went down, he switched to Mick's firm. When Mick's firm started rebalancing into stocks and stocks went down, Mr. Wrong changed course again. This story leads to a spirited discussion about diversification. One way to manage expectations is to speak of hypotheticals in real dollar values instead of percentages. The couple that did everything right, on the other hand, chose to take a conservative approach to diversification. They understood what could happen to the value of their portfolio upon a downtown. When one came, they decided to buy even more stocks. In the end, they didn't draw down their principle at all over the course of their whole retirement! In order to behave like the folks who did everything right, the most important thing to do is get started. Invest what you can. Try your best to understand your own risk tolerance. Over time, re-balance your portfolio if you ideal allocation becomes skewed when one asset class has been up over time. Mick reminds us that when investing with an advisor to pay attention to fees. And he closes by letting us know that our experiences can be life tuition. Try to look at it that way.If you liked this episode, you'll also like episode 168: Keep Finance Personal: Get Your Time, Energy & Financials Right.About Mick:Mick Heyman, CFA, is the author of “Mellow Your Money: How to Surf the Market and Build Wealth without Stressing Yourself Out” and the Founder of Heyman Investment Counseling. With a 40-year career in wealth management, Mick has built a reputation for helping individuals grow and preserve their wealth through a stress-free approach to investing. Mick holds a bachelor's degree in economics from Northwestern University and is a Chartered Financial Analyst (CFA). In addition to his book, Mick shares his insights on sound money management through articles on LinkedIn and has been featured in the Wall Street Journal. Residing in San Diego, Mick enjoys an active lifestyle, engaging in tennis, golf, surfing, and practicing meditation, yoga, and qigong (she gong). He also has a deepappreciation for mystery novels and Russian literature. To learn more about Mick's approach to investing, visit mellowyourmoney.com.Connect with Mick:https://mellowyourmoney.com/Connect with Lauren:https://www.realadultingiseasy.com/⁠⁠⁠https://twitter.com/AdultingIsEasy https://www.instagram.com/adultingiseasyreal/About Lauren:Lauren Keen Aumond is passionate about personal finance. She hosts the Adulting Is Easy podcast, where she helps make adulting easier for listeners by making money easier. Lauren became a millionaire at age 31 through high income, investing in stocks, and owning and managing real estate. She was able to leave her 9-5 at age 33 and now manages her short- and long-term rentals on the west coast of Florida with her husband. For fun, Lauren plays tennis, spends time with her family, drinks red wine, travels, and boats.

Interview recorded - 23rd of April, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on James Lavish. James is the Managing Partner at The Bitcoin Opportunity Fund and writer at the Informationist newsletter.During our conversation we spoke about his thoughts on the markets, economic uncertainty, higher interest rates & inflation, debt challenges, Bitcoin federal reserve and more. I hope you enjoy!0:00 - Introduction1:39 - What is James seeing in markets?3:35 - Economic uncertainty10:28 - Higher interest rates inflationary13:01 - Tariffs14:43 - Resolution to debt issues?17:38 - Debt challenges24:18 - Realignment away from US Dollar26:12 - Eurodollar market27:28 - Swap lines29:12 - Bitcoin federal reserve33:50 - BRICS buying gold37:35 - One message to takeaway from our conversationJames Lavish has over 25 years of institutional investing experience and is Managing Partner of the Bitcoin Opportunity Fund, a hybrid investment fund that makes public and private investments in the Bitcoin ecosystem. He is also the author of The Informationist, a newsletter with over 35K subscribers that simplifies one financial concept weekly.James graduated Yale University in 1993, and he is a Chartered Financial Analyst (CFA).James Lavish:X - https://x.com/jameslavishNewsletter - https://www.jameslavish.com/Bitcoin Opportunity Fund - https://www.bitcoinopportunity.fund/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/AnthonyFatseas

In this episode of Alternative Allocations, Tony and Aaron discuss the Total Portfolio Approach (TPA), which shifts from traditional strategic asset allocation to a more goal-aligned investment strategy. They explore key aspects of TPA, including governance, culture, a factor-based lens, and competition for capital. The episode highlights both the challenges and opportunities for advisors in adopting TPA, such as the need for a cultural shift and technical expertise, but also the potential for improved client outcomes and more flexible portfolio construction. Practical steps for implementing TPA, such as making incremental changes and reorganizing the investment team, are also discussed. Aaron sits on CAIA Association's executive leadership team and leads its global content strategy. This includes the development of thought leadership, research, and content agendas, content marketing and brand, and industry events. He also oversees strategy for CAIA's 20 chapters across the U.S., Canada, and Latin America.  Previously, Aaron founded UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments. He has also sat in various other content development and educational programming roles at CAIA. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA's educational programs, numerous academic journals, books, and industry publications. Aaron's industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and defined contribution plan sponsors and participants. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.   Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP | LinkedIn Alternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Join Marquette as she interviews Eric Bennett,Managing Partner at Brain Capital Partners. Eric launched Brain Capital Partners and the Brain Superfund in 2025 to invest in brain science venture and growth capital. The Brain Superfund will focus on investing in companies in the areas of mental health and related disorders, Alzheimer's and other neurodegenerative diseases, brain injuries such as concussions and strokes, health and wellness to enhance mental health and brain performance, and longevity. Companies will include those that offer new drugs and other therapeutics, neuro technology and devices, diagnostics, digital health, and clinical access. By investing in innovative companies with proven science, we aim to accelerate the development of breakthrough treatments and technologies that improve the quality of life and brain performance. The Fund's goal is to provide strong investment returns for our investors and make a meaningful societal impact.Eric began working with John Tolleson's single-family office in 1998 before co-founding Tolleson Wealth Management in 2000. He was Chief Executive Officer, Chairman of the Investment Committee, and Board Member, growing the firm from 3 people to 150.Eric's passion for brain science was accelerated in 2013, when he left Tolleson to become the founding Executive Director of the Brain Performance Institute (BPI) at the Center for BrainHealth – part of The University of Texas at Dallas. BPI focused on scaling evidence-based cognitive neuroscience programs and assessments, developed at the Center for BrainHealth, to larger populations. He was on the advisory board at the Center for BrainHealth for ten years and joined full-time in 2013 in a leadership role to build and grow BPI. Under his leadership, BPI secured over $105,000,000 in funding, grew to over 35 people, built a new facility to provide services, including an fMRI center, and reached over 50,000 people in their evidence-based programs.After a planned succession to a new Executive Director at BPI in 2017, Eric re-joined Tolleson Wealth Management as Chief Investment Officer, where he managed $10 Billion in portfolios. During this time, he led investments of over $400 Million in over 20 funds and co-investments in healthcare and biotech. He transitioned out of Tolleson in early 2025 to launch Brain Capital Partners.Eric remains involved with the Center for BrainHealth Board, as well as other health care organizations including the Meadows Mental Health Institute, the Brain Capital Alliance, the Baylor Healthcare Foundation Board, Health Wildcatters, and Impact Shares.Eric began his career with PricewaterhouseCoopers (PwC) in 1987 after earning a Bachelor of Science degree in Finance with honors from the University of Missouri. He later joined Ernst & Young, where he served as Senior Manager for private clients and led the firm's DFW Investment Advisory Services team.Eric is a Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). He is also an operating partner with Satori Capital and a member of Young Presidents' Organization (YPO), having served on the executive board of his YPO chapter for four years. He formerly served on the investment committees for the Baylor University Endowment, the Dallas Symphony Foundation, and Communities Foundation of Texas in addition to serving on the boards of several private companies, including financial services, retail, and media industries. *Please note that this discussion is not an offer or solicitation to invest in any fund or other security.

Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.Joe discusses:Organic growth versus consolidationHow we need to get back to sales and training the next generation of advisors how to do itThe low percentage of time advisors are focused on salesPE's role in growthAnd moreResources: Follow RethinkFA on LinkedInConnect With Joe Duran:Follow Joe Duran on LinkedInLearn more about Rise Growth PartnersConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanCheck out Couplr.AIAbout Our Guest:Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals. Hosted on Acast. See acast.com/privacy for more information.

Tom welcomes back Chris Rutherglen to take a very deep dive into a few gold charts. Chris is a PhD Scientist/Engineer, Level 3 CFA, and Publisher of the Gold Investor Research Substack. Chris explains how the long-term outlook for gold prices involves several key factors that influence its trajectory over time. One important aspect is the mid-cycle level of gold, which reflects the balance between the amount of gold available above ground and the overall money supply. When the money supply increases, this can raise the mid-cycle level, potentially leading to higher gold prices. Currently, gold is trading above this mid-cycle line, suggesting that a correction downward might be possible in the near term. Chris shows his charts for the debt-to-money supply ratio. Historically, this ratio has remained relatively stable at around 2.5% from the 1920s up until the late 1970s. However, after the financial crisis of 2008, it began to rise and has been declining since then. If this downward trend continues, it could drive gold prices higher as more money would be needed to support existing debt levels. Looking at long-term historical patterns, there is a suggestion that gold might reach a high point around $8,000 to $10,000 in the early 2030s. This projection is influenced by ongoing monetary expansion and economic conditions that favor safe-haven assets like gold. Despite these indicators Chris, expects predicting the future of gold prices with certainty is challenging due to a variety of factors, including inflation rates, global political and economic events, and policies set by central banks such as the Federal Reserve. Key elements to watch include quantitative easing measures and the levels of government debt, both of which play significant roles in shaping the growth of the money supply and their impact on gold demand. Time Stamp References:0:00 - Introduction1:04 - Timeframes & Cycle Lengths7:52 - Long End Curve?11:58 - Levels and Zones21:00 - Gold Mid-Cycles Levels24:04 - Cycles & Calendar Periods30:15 - Probabilities & Targets32:35 - Gold & Equities Pullback33:42 - S&P GDP Ratio + CPI37:03 - Gold & Inflation42:35 - Gold Silver Ratio44:46 - Silver Price Outlook46:55 - Silver Timing & QE's51:16 - HUI Miners Vs. Gold54:15 - Major Miner Charts1:00:43 - Patience & Majors Costs1:07:30 - Long-Term Gold Timeline1:10:42 - All Sector Debt/US M21:18:12 - Wrap Up Guest Links:Twitter: https://x.com/CRutherglenSubstack: https://giresearch.substack.com Chris Rutherglen is a private investor whose primary occupation is in science & engineering with a focus on novel semiconductor devices for microwave and mm-wave applications. He began investing in the precious metal space in 2003 and has done well following a value-oriented investment approach. Although he has never been employed in the finance/investment field professionally, he did complete level 3 of the Chartered Financial Analyst (CFA) program in 2011. Chris has a BS in physics from the California Institute of Technology and a Ph.D. in Electrical Computer Engineering from the University of California, Irvin

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Eric Markowitz, partner and director of research at Nightview Capital. Eric discusses a broad range of topics, including his path in journalism and investing as well as his current research into how the world's oldest and most resilient businesses stay alive. Enjoy the conversation! Eric Markowitz is a partner and the Director of Research at investment firm Nightview Capital. A former investigative journalist, with bylines in The New Yorker, GQ, Fast Company, among other outlets, Eric is the author of The Nightcrawler newsletter. He also contributes to Big Think. Follow Eric on X @EricMarkowitz The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. Enjoy the conversation! Helpful links: Amazon book page TSOH Investment Research Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder. Prior to founding TSOH Investment Research in 2021, Alex worked as a buyside equities analyst for ten years. He lives in Davie, Florida with his wife, Jessica, his son, Jack, and his dog, Elvis. Alex has been a Berkshire Hathaway shareholder since 2011 and has been to Omaha for multiple annual meetings. The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

For those of us who live in New York, mass transit is the norm and traffic is a minor form of apocalypse. In response to this persistent issue, New York City implemented a new congestion pricing plan. https://youtu.be/TeObZEnjmv4?si=fQTxzRCe6b-sGH5F Besides the increased funds for badly-needed infrastructure improvements, the plan made other promises. These also include reduced commute times, better air-quality, and improved safety for all road users. https://www.amazon.com/Movement-Yorks-Long-Take-Streets-ebook/dp/B0CV9FNFWV/ Because the sample size is small, it is an open question of whether congestion pricing has delivered? Can it deliver? And how did we get from the horse and buggy, to the street car, to the train and automobile-based system we have now? Will it apply to other cities in the U.S.? Nicole Gelinas and I took some time to trace New York's transportation history in her new book and analyze the prospects for congestion pricing's effectiveness going forward. (*UPDATE: 20 minutes after we stopped recording on 2/19/25, President Trump announced that the U.S. Department of Transportation was pulling its approval of New York City's congestion pricing plan. Governor Holchul has met, apparently unsuccessfully, with President Trump on the topic. Litigation has already started. STAY TUNED.) NICOLE GELINAS, a Chartered Financial Analyst (CFA) charterholder, is a Manhattan Institute senior fellow and contributing editor to City Journal. She lives in New York City. She is the author of the recent book, Movement: New York's Long War to Take Back Its Streets From the Car. Outline How did you get interested in congestion pricing and the development of transportation in NYC? New York City's Transit History What are some of the "tragedies" (Cross Bronx Expressway / death of streetcar) and "near misses" (The Saving of Washington Square Park and Grand Central Terminal) that we don't know about? How much credit or blame should we give Robert Moses? Congestion pricing- what is it trying to do (and is it trying to do too much)? As a revenue raiser To reduce congestion Help environment Quality of Life What are the early returns on its effectiveness?  (Anecdotally, to me it seems like it is having a positive congestion effect in Manhattan)  Uber/Taxis?  Notwithstanding these initiatives, what about these often empty cars? E-Bikes? Now that the city has addressed cars, what about the safety concerns of motorized bikes? How is the program affecting Westchester, Long Island, New Jersey and Connecticut?   As a result of these changes, has the air quality shown any improvement? Meanwhile, is London a Success?  Because of its heady reputation of being one of the most forward cities on congestion control, urban planners trot out London as an example for others. Is this warranted? (However, having been there in November, I thought the traffic was insane! ) Did they do other things to screw up a good initiative? Congestion Pricing's Future (*Before Trump's Involvement) I never met an automatic tax that a politician didn't see to expand and the tax is automatically going up by law, Regarding government's growing addiction to revenue, Will the program expand? Will the borders go north? Brooklyn? Queens?  Or can it go backward under Trump? Regardless, does the MTA have the will to cut costs? Notwithstanding the controversy, is there any political will to enhance safety? Wish list: What would be your favorite next NYC transportation initiative? If we want to learn more, what's the best way to get the book and keep track of your work? Further Details on NeW York's Congestion Pricing Plan https://www.amazon.com/Wealth-Actually-Intelligent-Decision-Making-1-ebook/dp/B07FPQJJQT/

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Tom Morgan, founder of The Leading Edge, a network for personal evolution. Tom helps us understand the brain and how we think; where curiosity comes from and how it manifests; why love-organized systems are superior; and how these insights can make us better investors (though that's not necessarily the point!). Tom is a former Wall Street Managing Director (Bank of America, Merrill Lynch, Stifel and Consumer Edge). He holds a first class degree in philosophy, politics and economics from Oxford University. Enjoy the conversation! Follow Tom at https://x.com/tomowenmorgan Access The Leading Edge at https://www.theleading-edge.org/   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In Episode 20 of the Alternative Allocations podcast, Mark Steffen from Wells Fargo Investment Institute shares insights on the market environment and opportunities in private markets. He provides a positive macro outlook for 2025, predicting U.S. economic growth and a soft landing. Mark shares areas of opportunity, including private equity, private credit, certain hedge fund strategies, infrastructure assets, and secondary investments. He also emphasizes the importance of diversifying portfolios with alternatives, and highlights the increasing accessibility of these strategies to average investors. Mark Steffen is a global alternative investment strategist for Wells Fargo Investment Institute (WFII), which is focused on delivering the highest- quality investment expertise and advice to help investors manage risk and succeed financially. WFII serves Wells Fargo Wealth and Investment Management, a division of Wells Fargo & Company. As a member of the Global Investment Strategy Committee, Mark formulates and leads strategy and asset allocation guidance for alternative investments, including hedge strategies, private equity, private debt, and private real estate and infrastructure. He produces alternative investment research and market updates that deliver advice to help investors meet their long-term financial goals. Mark has more than 25 years of experience in financial services, including over 15 years in alternative investments. He earned a Bachelor of Science from St. Cloud State University. Mark has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: Mark Steffen, CFA, CAIA | LinkedInSee what's next for the economy in our 2025 Outlook | Wells FargoFranklin Templeton Institute's 2025 Private Market OutlookAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

My guest today is Brendan Hughes, he is an investor, an analyst, and an author. Brendan has more than a decade of industry experience in investments and public finance. For the last several years, Brendan has worked for Lafayette Investments, where he manages a portion of the $800 million in assets under management, primarily for high-net-worth individuals. Brendan is the author of two books: Markets in Chaos: A History of Market Crises Around the World and The Wandering Investor. Brendan is a Chartered Financial Analyst (CFA) charterholder. He has served on various boards and committees including the James Madison University College of Business Board of Advisors (former Associate Board Member), Cystic Fibrosis Foundation's Maryland Chapter (Board Member), CanEducate (Board Member for a charitable organization that helps schools in developing countries such as Haiti), ZERV Inc. (former Board Member for a Canadian technology start-up that was acquired) and the Member Engagement Committee for CFA Society Washington D.C. (former Committee Member). Brendan is a two-time winner of the Tomorrow's Leader Award for his contributions to the Cystic Fibrosis Foundation. Summary In this conversation, Brendan Hughes discusses the complexities of government debt, the impact of demographics, and the historical context of economic crises. He draws parallels between current economic conditions and past events, particularly the 1970s and the situations in Japan and China. The discussion also covers the success of the U.S. economy and the implications of passive investing on market dynamics. In this conversation, Bogumil Baranowski and Brendan Hughes delve into the complexities of investing, focusing on the dynamics of passive investing, the nature of risk, and the importance of cash flow in evaluating corporate earnings. They discuss the evolving landscape of consumer staples and technology companies, strategies for effective saving, and the impact of political and economic factors on investment decisions. The conversation also highlights the significance of travel as a means of learning and understanding different cultures and markets. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Jon aka Borlaug for a deep dive on the life science space, covering the bioprocessors, CRO/CDMOs, and the diagnostics companies. Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. We go in depth on why life science companies have suffered post-COVID and how better days await. Jon shares why bioprocessing is one of the best business models in the world. Stay until the end when he shares his favorite bioprocessing idea.  For more on the space, follow Jon on Twitter https://x.com/Borlaug_ and sign up for his substack https://borlaug.substack.com Enjoy this conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semiconductor industry, on topics like the key questions on how the industry is leading AI forward, the big winners of the AI race, an intriguing investment opportunity in the newest bottleneck for the industry, and the deep recession in the non-AI semi world. For related research and more see SemiAnalysis (https://semianalysis.com) and Fabricated Knowledge (https://www.fabricatedknowledge.com). Enjoy this conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 226 to share his perspective on the biggest challenges facing investors in 2025. Oakley discusses the potential collision between high government debt levels and rising interest rates. He expresses concerns about the new administration's economic plans sparking inflation, and the difficulties in refinancing government debt given budget shortfalls. Oakley also shares his market outlook, highlighting risks around investor complacency, the popularity of passive investing, and the importance of maintaining liquidity. He provides insights from his decades of investing experience, including how he navigated previous turbulent markets. Oakley also previews his upcoming book on generational wealth and the lessons learned from his own upbringing. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. 00:00 Introduction and welcome 01:52 Macro outlook: debt vs interest rates 04:42 Inflation concerns with new administration 06:30 Challenges refinancing government debt 09:17 Markets driven by rumors over fundamentals 11:12 Government's economic impact; recession risks 15:54 Oakley's past performance in turbulent markets 19:11 Risks of passive investing given demographics 22:05 Market complacency and emotional investing 25:23 Finding value in stable dividend stocks 28:04 Views on Bitcoin as speculation 31:47 Fed's interest rate dilemma 34:12 Potential paths out of US debt problem 37:29 Recession risks from spending cuts 39:16 Maintaining high liquidity given risks 42:10 Upcoming book on generational wealth 46:40 Instilling work ethic despite wealth 49:41 Closing thoughts on balance and liquidity

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss Google's ongoing antitrust issues. For related research, see Crossroads Capital's Trust Busting Update and Google Breakup Risk Research. For additional insights, visit https://www.crossroadscap.io/insights 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 Guest: Daniel Prather, CFA serves as Director of Research at Crossroads Capital. Prior to joining Crossroads, Daniel was a Senior Analyst at Brasada Capital Management, where he was a Top 5 Finalist at the Sohn Conference's Idea Contest in 2021 and a Value Investors Club Idea Contest Winner. He also regularly presents at MOI Global's Wide Moat Investing Conference. Earlier in his career, Daniel was an M&A and Strategy Associate for an offshore drilling company, responsible for deal execution on over $10 billion in M&A transactions, and a publishing Equity Research Analyst at a start-up research firm covering the E&P sector. Daniel earned a Bachelor of Science in Aerospace Engineering from The University of Kansas, where he won an international award for jet engine design, and a Master of Science in Finance from Washington University in St. Louis. Daniel is also a CFA charterholder and an Eagle Scout, and is a co-author on a geological research paper published by the Society of Sedimentary Geology. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this episode of the Healthy, Wealthy & Smart podcast, host Dr. Karen Litzy welcomes back financial expert Joseph Reinke to discuss the critical topic of student loans. As the year comes to a close, many are assessing their budgets and the impact of student loan repayments on their financial planning for the upcoming year. Joe, a CFA charter holder and founder of FitBux, shares valuable insights into managing student loans and offers guidance on financial management strategies for healthcare providers, particularly physical therapists. Please tune in to learn about the latest updates regarding student loans and how to navigate the financial hurdles they present in your career.   Time Stamps:  [00:01:57] Student loans overview and history. [00:03:41] Student loan forgiveness programs. [00:10:48] Loan forgiveness program explained. [00:12:25] Income-based repayment strategies. [00:15:24] Nonprofit loan forgiveness explained. [00:20:24] Future of student loan policies. [00:24:03] Financial strategies for student loans. [00:27:02] Student loan repayment strategies. [00:31:44] Loan forgiveness and refinancing options. [00:33:18] Student loan management tips. [00:37:15] Money for future self.   More About Joe: Joseph is a Chartered Financial Analyst (CFA) and founder of FitBUX which has helped over 18,000 young professionals on their journey to financial freedom. Joseph has been personally investing since he was 12 years old. In addition, he has experience in student loans, mortgages, wealth management, investment banking, valuation, stock trading, and option trading. He has been on 100s of podcast and has been invited to 100s of universities to discuss financial planning with their soon to be graduates.   He is currently an adjunct financial wellness professor at 15 universities.   Resources from this Episode: FitBux Website FitBux on YouTube   Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month   Follow Dr. Karen Litzy on Social Media: Karen's Twitter Karen's Instagram Karen's LinkedIn   Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio

Laura Shiel is the COO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura's experience spans various sectors, including public accounting, financial services, and corporate finance in a Fortune 500 company. She holds two esteemed credentials in the finance world: she is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). As a fractional CFO, Laura is dedicated to helping small business owners achieve their personal and professional aspirations. In this episode… Navigating the complexities of growing a business while ensuring financial and operational alignment can be a daunting task. How can small businesses effectively merge financial expertise with strategic leadership to achieve their vision? According to Laura Shiel, a seasoned financial strategist, integrating a CFO into EOS implementation provides critical financial insight and operational clarity. She highlights how fractional CFOs, by participating in Level 10 meetings and quarterly strategy sessions, ensure that financial implications are considered at every decision point. This alignment fosters efficient problem-solving and sharper decision-making. Laura emphasizes that CFOs bring valuable outside perspectives from working with diverse clients, allowing them to introduce best practices and innovative solutions that elevate the EOS process. In this episode of the Financial Clarity podcast, Hannah Smolinski speaks with Laura Shiel, COO at Clara CFO Group, to discuss how outsourced CFOs play a transformative role in EOS. They cover how CFOs contribute to long-term visioning, enhance decision-making in leadership teams, and create future financial plans to meet growth targets. Laura also shares her insights on when to bring a CFO into the EOS process and how finance and operations are deeply intertwined in achieving business success.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy. In this episode we discussed:Simplicity wins with money. Why a long term mindset and consistency are critical for success.Investing is for everyone, not just for the rich.  What is a Chartered Financial Analyst (CFA)?The relationship between fitness and finances. Start investing as early as possible - invest for your kids (it's the power of compound interest). Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Connect with Charlene Cong:Website (website)  www.charlenecong.comFinFit GmbH Website: www.finfitsolution.comLinkedIn (LinkedIn) https://www.linkedin.com/in/charlenecong/Instagram (Instagram) Resources:Budgeting and Spending Template (free): (here)Investment Masterclass: (here)Youtube (here) https://www.youtube.com/@CharleneCongPodcast:Charlene's Podcast (YouTube) Mentioned on this episode:The Get Ready Money Podcast: The Power of Compound Interest with Mac Gardner, Derrick Wesley, Chris Mouzon & Thomas Kopelman (here).Warren Buffett's Annual Letter to Berkshire Hathaway Shareholders (here).The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham (Amazon). The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko (here) The Four Money Bears by Mac Gardner (Amazon) The Monster Job by Faith Teope (Amazon)Sammy Rabbit's Money School (here)Support the show

Greetings, and welcome back to the podcast.This episode, we are joined by Steve Larke & Mr Dave Szybunka - for a special live edition of the podcast at the 2024 CALEP Conference.Mr. Larke is a corporate director at Topaz Energy, Headwater Exploration & Vermilion Energy - and previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005.Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations.Mr. Dave Szybunka is Senior Portfolio Manager & Managing Director, Energy Team at Canoe financial,  has 17 years' experience in portfolio management and energy equities analysis. Previously, he worked at Rayne Capital as the Head Energy Portfolio Manager.Prior to that, David was Associate Portfolio Manager on the Canoe Energy team. His career in the energy industry started as a Financial Analyst with Peters & Co, a Calgary-based energy investment dealer.David has a Bachelor of Commerce (finance) from the University of Alberta and is a CFA Charterholder.Among other things we disused Global Energy Demand, 50% Consumption Growth & How Investors Can Benefit.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsPipelineonline.ca8am Solutions Support the show

Laura Shiel is the COO at Clara CFO Group, a firm that specializes in offering strategic financial guidance and support to small businesses. With a diverse background in accounting and finance, Laura's experience spans various sectors, including public accounting, financial services, and corporate finance in a Fortune 500 company. She holds two esteemed credentials in the finance world: she is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). As a fractional CFO, Laura is dedicated to helping small business owners achieve their personal and professional aspirations. In this episode… Scaling a small business can be exciting but overwhelming without the right systems in place. How can business owners bring structure and accountability to support growth without getting bogged down by chaos? According to Laura Shiel, a seasoned CPA and COO, implementing the Entrepreneurial Operating System (EOS) provides clarity and organization, helping teams set clear roles and realistic goals. She emphasizes that EOS allows companies to transition from reacting to everyday issues to proactively driving strategic growth. This structured approach, she notes, empowers everyone on the team to align around the vision, paving the way for sustainable success. In this episode of the Financial Clarity podcast, Hannah Smolinski speaks with Laura Shiel, COO at Clara CFO Group, about their journey of implementing EOS at the company. They share insights on defining roles and responsibilities, setting 90-day “rocks,” and running effective weekly meetings to keep everyone on track. Laura also offers advice on the benefits and challenges of self-implementing EOS, with practical tips for small teams looking to adopt this transformative system.

Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance. We also also explored the concept of a "mosaic" approach to analyzing portfolios, considering various factors such as economic growth, inflation, interest rates, policy, and sentiment. 3 E's - Earnings, Election and Economics.... Our conversation also covered the current state of the economy, the stock market, and the potential impact of the Federal Reserve's actions on interest rates and housing affordability. Guest: Tom Nelson, Franklin Templeton Funds  NEW! DOWNLOAD THE SHOW NOTES Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA) Follow @andrewhorowitz

Today's guest is my good friend and past client, Adam Johnson, CPA, CA, CBV, CFA—who, at the time, was my youngest client and didn't have as many letters behind his name. Adam's not your average CPA. He's also a Chartered Business Valuator CBV and Chartered Financial Analyst CFA, making him one of less than 100 people in Canada with all three designations. He even ranked #1 in the country on his CBV exam. But what really sets him apart is his hands-on experience with one of Canada's biggest investment banks, where he analyzed stocks and worked directly with equity traders which prepared him nicely for a long-time career in business valuations. Now, Adam's expanded his investing to the U.S. after Ontario deals no longer made sense, and he's the founder of Synthesis Valuations, providing top-tier valuation reports for everything from mergers to shareholder disputes.  Note we recorded this episode before the most recent hurricanes Helen and Milton devastated Florida the deadliest since Katrina in 2005, each with a combined $100 billion is losses, $50 billion each. For context, that major storm Toronto had in the summer caused $1 billion in damage, these hurricanes were 100 times worse. My thoughts and well wishes are with Florida. Link to source: https://www.cbsnews.com/news/helene-milton-losses-50-billion-each-hurricanes-rare/   For your business valuation needs, Adam's company website: https://synthesisvaluations.com/   What's someone with so much stock and business valuation skill and experience doing overweighted as a real estate investor? Let's ask him!

As the green revolution sweeps the globe, professionals are searching for quality sustainable finance education to help them stay on top of the game in an ever-evolving ESG landscape.This week we hear from Rob Langrick, chief product advocate of CFA Institute, a global professional organisation that provides investment education – including on sustainable finance.Alongside the Chartered Financial Analyst (CFA) designation, the non-profit offers the Certificate in ESG Investing, the Climate Risk, Valuation, and Investing Certificate, and other professional development opportunities.Whether you want to enter the industry or boost your career, make better investment choices or improve your own organisation's ESG performance, this episode is for you.The host of The Greener Way is Rose Mary Petrass, senior journalist at FS Sustainability.This is a podcast episode is brought to you by CFA Institute.For more information, visit www.cfainstitute.org. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Breakout Valuation with Patrick Donohue   In this episode, we dive into the remarkable journey of Patrick E. Donohue, an entrepreneur and valuation expert, embarked on his financial journey with a lemonade stand at age four and invested in Coca-Cola shares by age ten. Equipped with a Chartered Financial Analyst (CFA) designation, Patrick has emerged as a reliable investor, adept stock analyst, and valuable advisor to various entrepreneurial endeavors. As the visionary founder of Hill Capital Corporation, a private investment fund supporting emerging growth companies, he brings a wealth of unique insights into the intricacies of finance and business dynamics. Patrick's dedication extends to serving on the boards of the Entrepreneurs' Organization of Minnesota and the CFA Society of Minnesota, and he's the driving force behind the creation of 1 Million Cups Eden Prairie. Connect with Patrick at BreakoutValuation.com to tap into his wealth of experience and expertise.   In this episode, you will learn the following: Significance of maintaining cash reserves for business stability. Concept of the cash balance trifecta (current cash, accounts receivable, accounts payable). Common misconceptions about business growth and revenue. Economic challenges affecting small businesses and cash flow. Value of a cash cushion as a strategic asset. Importance of pricing strategies and identifying profit pools. Role of external advisors in enhancing financial decision-making and vision clarity.   Links: http://HillCapitalCorp.com http://BreakoutValuation.com https://www.linkedin.com/company/hill-capital/ https://www.linkedin.com/in/patrickedonohue/ X: @HillCapitalMN Facebook: https://www.facebook.com/hillcapitalcorp YouTube: https://www.youtube.com/channel/UC1i0YR0FviOENu8b9ISDoUQ   Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Daniel Prather, Director of Research at Crossroads Capital, to discuss investment opportunities in the UK stock market. Daniel shares the investment theses behind three of his favorite ideas. For additional insights, visit https://www.crossroadscap.io/insights 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 Guest: Daniel Prather, CFA serves as Director of Research at Crossroads Capital. Prior to joining Crossroads, Daniel was a Senior Analyst at Brasada Capital Management, where he was a Top 5 Finalist at the Sohn Conference's Idea Contest in 2021 and a Value Investors Club Idea Contest Winner. He also regularly presents at MOI Global's Wide Moat Investing Conference. Earlier in his career, Daniel was an M&A and Strategy Associate for an offshore drilling company, responsible for deal execution on over $10 billion in M&A transactions, and a publishing Equity Research Analyst at a start-up research firm covering the E&P sector. Daniel earned a Bachelor of Science in Aerospace Engineering from The University of Kansas, where he won an international award for jet engine design, and a Master of Science in Finance from Washington University in St. Louis. Daniel is also a CFA charterholder and an Eagle Scout, and is a co-author on a geological research paper published by the Society of Sedimentary Geology. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome former co-host Phil Ordway to discuss the current environment for equity investing and where returns might come from going forward. 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 Guest: Bill Chen is the founder and managing partner of Rhizome Partners (2013), Rhizome Real Asset Opportunity Fund (2020), and Rhizome Hard Asset Opportunity Fund (2023). Prior to forming Rhizome Partners in March 2013, Mr. Chen traded and invested his own assets, utilizing strategies that focused on deep value investments and event-driven strategies. From August 2009 until January 2011, he was the Director of Research at New York Global Group, a private equity firm that invested in growth companies in mainland China. From October 2006 to March 2009, Mr. Chen was an Analyst in Citigroup's real estate investment banking group, a group that focused on M&A transactions of up to $1 billion. From October 2005 until October 2006, Mr. Chen was a mechanical engineer for Bladykas Engineering. Mr. Chen received his B.S. in Mechanical and Aerospace Engineering from Cornell University in 2004. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Based in Florida, Sylvia Benito is a Chartered Financial Analyst (CFA) with more than two decades of portfolio management experience. She has diverse experience in wealth management, having worked as a hedge fund analyst and managing portfolios for family offices and ultra-high-net- worth clients with more than $1 billion in assets.   A thought leader and public speaker committed to helping companies and investors leverage capital for transformative societal impact, Sylvia works with founders, families, and boards to help them align their goals and core values to facilitate positive change on a broader scale.   Also passionate about female empowerment and a believer in the transformative power of psychedelics, Sylvia has spoken at several industry events, including the Multidisciplinary Association for Psychedelic Studies' (MAPS) Psychedelic Science 2023, Women and Wealth, and the Wonderland Conference, where she was a featured speaker with Seano McFarland for "Addiction, Trauma & Psychedelics." Sylvia also spoke at the 39th Private Wealth Management Summit on "Inheritance, Sudden Wealth, and Women," and hosted a fireside chat with Mike Tyson at the National Trial Lawyers Summit in 2023.   In addition to her work in wealth management, Sylvia has experience as an entrepreneur. She co-founded The Oasis Institute in South America, and successfully exited the venture before shifting her focus to investing, with the goal of connecting consciousness to capital. She has been a member of the CFA Society since 2011 and holds a bachelor's degree in Environmental Studies from New College of Florida.     What You'll Learn ●      How to navigate your surroundings and remove the noise. ●      How to create meaning around money. ●      How to balance tradition and innovation.   Timestamps ·       [04:08] Sylvia's training as a Shaman. ·       [08:43] Finding fulfillment and making an impact. ·       [12:43] How to remove the external noise. ·       [17:05] Creating meaning around money. ·       [19:16] Navigating different philosophies. ·       [23:17] Balancing traditions and innovation. ·       [24:38] When to leverage consultants. ·       [27:53] How Sylvia has helped create a higher sense of consciousness. ·       [32:26] How Sylvia got into this work.   Memorable Quotes ·       “There is always this feeling of imposter syndrome.” – Sylvia Benito [07:44] ·       “Meditation ultimately is every moment.” – Sylvia Benito [15:09] ·       “This is a culture of money.” – Sylvia Benito [17:59]   Websites fambizforum.com. www.chrisyonker.com. Sylvia Benito. sylviabenito.com.

What does it mean to submit your finances to the Lordship of Christ? What does that involve on a daily basis? What does it mean to baptize your money and treat tracking your spending as a spiritual discipline? How does your upbringing influence your attitudes toward money? We'll answer these questions and more with our Crowell School of Business colleague, Shane Enete around his new book, Whole Heart Finances.Dr. Shane Enete is Associate Professor of Finance at the Crowell School of Business, Biola University.  His research interests include how new developments in Biblically Responsible Investing (BRI) alter investment practice, the theology of financial planning, and how to reconcile the natural tension of a Christ follower between sacrificial giving and shrewd saving. Enete currently holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.==========Think Biblically: Conversations on Faith and Culture is a podcast from Talbot School of Theology at Biola University, which offers degrees both online and on campus in Southern California. Find all episodes of Think Biblically at: https://www.biola.edu/think-biblically. Watch video episodes at: https://bit.ly/think-biblically-video. To submit comments, ask questions, or make suggestions on issues you'd like us to cover or guests you'd like us to have on the podcast, email us at thinkbiblically@biola.edu.

How to stay the course – even through time of doubt What's up with the consumers anyway? Powell's outlook moves markets – predictable And our guest – Brian Dress from Left Brain Wealth Management Brian Dress has 15+ years' experience in the investments industry. Before joining Left Brain, he spent nearly a decade managing an independent portfolio of derivatives, focused mainly in the oil/gas and commodities markets, but also in equities and fixed income. Brian earned his B.S. in International Relations, with a concentration in International Economics, from Georgetown University in Washington, DC. He is currently a candidate for the Chartered Financial Analyst (CFA) designation. Brian is a resident in the City of Chicago, where he lives with his wife, Michelle, and young daughter, Juliette. In his spare time, he enjoys spending time with family, working out, cooking, and traveling. FIND OUT MORE ABOUT BRIAN Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (CRWD),(CMG), (PANW), (NEE)

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 191 to discuss the economy and markets. With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation. https://oxbowadvisors.com/ 00:00 Introduction and welcome Ted Oakley 1:31 Macro picture, a slow disintegration 3:06 Federal Reserve 5:30 State of the Middle Class 7:00 A September rate cut? 08:32 Conversations with clients about the economy 11:31 The average person's exposure to stocks is too high, building balanced portfolios 15:30 Similarities/differences between 2000 and today 17:40 The evolution of the market and rise of passive investing 19:30 Cash position 21:20 10-Year Treasury 23:48 Opportunities — cutting back on tech stocks, investing in pharmaceuticals 25:20 Gold 27:20 When to sell your winners 31:25 Staying rich with a balanced portfolio 33:50 Second, third generation wealth 39:40 Best and worst years personally

We have friend-of-the pod Jamie Rhode, now a partner at ScreenDoor, back to discuss all things emerging managers and LP investing. Jamie shares her reasons for joining ScreenDoor, and the evolution of the venture landscape since leaving the family office world. The conversation covers the changing perspectives of LPs regarding emerging managers and the unique challenges they face compared to public markets.About Jamie Rhode:Jamie Rhode, CFA, is a Partner at ScreenDoor, an investment platform that supports new and developing managers in raising early-stage institutional venture funds.Prior to Screendoor, Jamie spent over eight years at Verdis Investment Management, a single-family office, where she progressed from Investment Analyst to Principal. Jamie's work at Verdis gave her a deep understanding of the nuances of private market investments and the importance of aligning with the right LPs. Jamie's career began at Bloomberg, where she worked for four years in equity research and credit analysis.Jamie holds a Bachelor of Science in Finance and Marketing from Drexel University and is a licensed Chartered Financial Analyst (CFA). In this episode, we discuss:(01:20) Jamie's transition from managing multi-asset class portfolios in a family office to focusing on early-stage venture and emerging managers(02:00) The unique return profiles offered by early-stage venture and emerging managers(03:09) The challenges and psychological impact of the long feedback loops in venture capital(03:50) Jamie's reasons for joining ScreenDoor and the opportunity to create standardization in the emerging manager space(06:18) The evolution of ScreenDoor and its purpose in the market today(07:59) Expanding ScreenDoor's mandate to invest in funds beyond the first institutional round(10:25) Key questions LPs should ask when considering emerging managers(13:00) Importance of having an investment and decision framework that guides through all market cycles(15:15) Setting a fund target and minimum viable fund size criteria(19:13) Discussing minimum check sizes and their strategic value(21:03) Sourcing capital from family offices and the challenges they face(25:17) ScreenDoor's approach to sourcing emerging venture funds(27:59) The role of spin-outs in the venture capital industry(29:37) Addressing the fragmentation in the seed stage investment landscape(32:29) The impact of reduced capital needs for early-stage startups(35:25) ScreenDoor's support for portfolio GPs in various economic conditions(40:00) The role of LPs in supporting emerging managers and ensuring alignment with their objectives(41:28) The importance of understanding LP motivations and ensuring fit for long-term relationships(44:03) Tailoring pitch decks for different types of LPs(47:00) Jamie's advice for emerging managers: staying humble, thoughtful, and transparentFast Favorites

Christopher Gannatti serves as the Global Head of Research at WisdomTree, a leading global financial innovator offering a diverse suite of exchange-traded products. WisdomTree is committed to developing solutions that empower investors, with over 200 employees and $111 billion in assets under management.Christopher began his journey at WisdomTree in December 2010 as a Research Analyst. Demonstrating exceptional skill and leadership, he was promoted to Associate Director of Research in January 2014. In this role, Christopher led various groups of analysts and strategists within the broader Research team.In February 2018, Christopher transitioned to the role of Head of Research for Europe, based in WisdomTree's London office. He spearheaded the full research efforts within the European market and supported the UCITS platform globally. His exemplary performance and strategic vision led to his promotion to Global Head of Research in November 2021. In his current role, Christopher is responsible for global communications on investment strategy, with a particular focus on thematic equity.Before joining WisdomTree, Christopher worked as a Regional Consultant at Lord Abbett for four and a half years. He holds an MBA in Quantitative Finance, Accounting, and Economics from NYU's Stern School of Business (2010) and a bachelor's degree in Economics from Colgate University (2006). Additionally, he is a Chartered Financial Analyst (CFA) designation holder.Support the Show.Follow me on Facebook ⬇️https://www.facebook.com/manuj.aggarwal❤️ ID - Manuj Aggarwal■ LinkedIn: https://www.linkedin.com/in/manujaggarwal/ ■ Facebook: https://www.facebook.com/realmanuj■ Instagram: ...

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill addresses premortem failure analysis, management quality, and related topics. This conversation is part four of a multi-part series. 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 Guest: Bill Chen is the founder and managing partner of Rhizome Partners (2013), Rhizome Real Asset Opportunity Fund (2020), and Rhizome Hard Asset Opportunity Fund (2023). Prior to forming Rhizome Partners in March 2013, Mr. Chen traded and invested his own assets, utilizing strategies that focused on deep value investments and event-driven strategies. From August 2009 until January 2011, he was the Director of Research at New York Global Group, a private equity firm that invested in growth companies in mainland China. From October 2006 to March 2009, Mr. Chen was an Analyst in Citigroup's real estate investment banking group, a group that focused on M&A transactions of up to $1 billion. From October 2005 until October 2006, Mr. Chen was a mechanical engineer for Bladykas Engineering. Mr. Chen received his B.S. in Mechanical and Aerospace Engineering from Cornell University in 2004. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Episode 204. Saying Yes To Life With Julie Cowan My very special guest today is Julie Cowan, who went from a boardroom in downtown Toronto to the cold Canadian Arctic for an incredible 100 km snow-shoeing adventure. In 2019, Julie was the Co-Chair of True Patriot Love's first all-female Baffin Island expedition, snow-shoeing 100 km and helping to raise over $1,000,000. In this episode, Julie shares how she prepared, mentally and physically, for such a challenging adventure and why we should all say YES to life! Listen Now To Learn:Julie's strategy to mentally prepare for a physically demanding expeditionWhat were the main challenges and surprised she encountered in her tripThe main lessons she learned that she has been able to apply to her life, back in Toronto About Julie CowanJulie provides strategic direction, leadership and oversight for Total Wealth Planning and Insurance, enabling business strategies, plans and initiatives to drive comprehensive Total Wealth advice and growth across Canadian Wealth Management, Scotia Wealth Management. Julie has more than 25 years of global financial services experience, mainly in capital markets and predominantly in client-facing roles. Beginning in derivative sales she progressed into senior relationship management roles and worked in London (UK) for nearly half of her career. Moving to wealth management in 2021, she brings a passion for delivering outstanding client solutions and for building long-term relationships both internally and externally. Julie has an Honours BA in Economics Co-op from the University of Waterloo, an MBA from the London Business School (UK) and the Chartered Financial Analyst (CFA) designation. In 2019 she was the Co-Chair of True Patriot Love's first all-female Baffin Island expedition, snow-shoeing 100 km and helping to raise over $1,000,000. She is also on the Board of Directors at Halton Women's Place. Julie is a single mother of one teenage daughter and lives close to her immediate family, subscribing to the “it takes a village” school of life.Here is where you can find out more about True Patriot Love:Website: https://truepatriotlove.com/ Next all-female expedition: https://truepatriotlove.com/get-involved/events/nahanni-river-2025/ Get Started Below:Uncover how to release weight in midlife with functional DNA testingGet Juliana's book 'Release' in audiobook & e-book bundle If you enjoyed today's episode, please:Post a screenshot & key takeaway on your Instagram story and tag us @naturally.joyous so we can repost you Leave us a 5-star review on Apple Podcasts, HERE is howSubscribe to the Confidence From Within Podcast, we release new episodes every Friday! Hosted on Acast. See acast.com/privacy for more information.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill explains how investors should think about the capital structure of REITs. He highlights Vornado Realty Trust as an example. This conversation is part three of a multi-part series. 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 Guest: Bill Chen is the founder and managing partner of Rhizome Partners (2013), Rhizome Real Asset Opportunity Fund (2020), and Rhizome Hard Asset Opportunity Fund (2023). Prior to forming Rhizome Partners in March 2013, Mr. Chen traded and invested his own assets, utilizing strategies that focused on deep value investments and event-driven strategies. From August 2009 until January 2011, he was the Director of Research at New York Global Group, a private equity firm that invested in growth companies in mainland China. From October 2006 to March 2009, Mr. Chen was an Analyst in Citigroup's real estate investment banking group, a group that focused on M&A transactions of up to $1 billion. From October 2005 until October 2006, Mr. Chen was a mechanical engineer for Bladykas Engineering. Mr. Chen received his B.S. in Mechanical and Aerospace Engineering from Cornell University in 2004. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this episode, Andrea Longton, a distinguished author and seasoned social justice investor, shares her wealth of knowledge from years of experience at the crossroads of finance and impact. She discusses her work on renewable energy projects in Africa and her strategic shift to community development finance in the U.S. Why Take a Listen: 1. International Development Financing    - Andrea's Career Journey: Explore Andrea's diverse career, from international project development to domestic financing. She provides a detailed look into sustainable energy projects and community-centered financial solutions.    2. Community Development Financial Institutions (CDFIs) & Social Justice Investing    - Role of CDFIs: Understand the pivotal role CDFIs play in underserved communities and how social justice investing can drive both social and climate justice outcomes. Andrea highlights key mechanisms such as community loan funds, venture capital, and crowdfunding.    3. Networking & Professional Relationships for Social Impact Careers    - Building Strong Networks: Andrea shares essential advice on cultivating professional networks in social change sectors. She emphasizes aligning authentically with an organization's mission and how effective networking can open doors in social justice finance. 4. Advice for Aligning Finance and Values    - Balancing Financial Returns and Impact: Andrea offers insights on how to balance financial returns with impactful investments that align with your values. Learn strategies to ensure your financial decisions support both personal and societal goals. This episode is filled with practical tips, real-world examples, and inspiring insights. Don't miss out on Andrea Longton's journey and expert advice on merging financial returns with impactful, justice-driven investments.   Check out her website, podcast and Book the Social Justice Investor Bio: Andrea Longton is an award-winning author and professional social justice investor. She has raised over $1 billion for social justice investments in the United States and has advised on another $1.5 billion worldwide. In addition to her professional experience, Andrea manages her family's finances, including their own social justice investment portfolio. Her professional experiences include positions at Opportunity Finance Network, Freddie Mac, Capital Impact Partners (now Momentus Capital), and Delphos International. Andrea holds the Chartered Financial Analyst (CFA) charterholder designation from the CFA Institute (Charlottesville, VA), a BA from Centre College (Danville, KY), and an MA from The George Washington University (Washington, DC). Andrea is the founder and author-administrator of "The Social Justice Investor" website and cohost of "Renegade Capital: The Activist's Podcast for Finance and Investments." She lives in Maryland with her husband and three children  

I had the honor of interviewing Aaron Halfacre, CEO of Modiv Industrial, where we got to chat about the manufacturing side of industrial real estate! 0:00 - Introduction 1:17 - A REIT focused on manufacturing space 5:01 - Manufacturing vs warehousing 11:35 - Breaking down manufacturing 17:47 - What an opportunity looks like 25:40 - Building vs Tenant 31:02 - Getting in touch with Aaron About Aaron: As Modiv's Chief Executive Officer, Mr. Halfacre is charged with crafting company-wide strategy, expanding our investor base and identifying opportunities for business growth. With his long track record of effective leadership and institutional-grade investing, he has sparked a new vision and direction for Modiv that prioritizes responsible stewardship, innovation and purposeful growth that drives value for our shareholders. A seasoned executive with over 25 years in the real estate industry, Mr. Halfacre has been involved in myriad REIT mergers and acquisitions transactions over the course of his career, totaling more than $17 billion in transaction value. His previously held positions include President at RealtyMogul, President and CIO of Campus Crest, and senior leadership roles at Cole Real Estate Investments, BlackRock and Green Street Advisors. Mr. Halfacre holds both Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations and earned a Masters of Business Administration degree in Finance from Rice University. Connect with Aaron: Modiv Industrial: https://modiv.com/ LinkedIn: / aaron-halfacre --

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome back special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. This conversation is part two of a multi-part series. 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 Guest: Bill Chen is the founder and managing partner of Rhizome Partners (2013), Rhizome Real Asset Opportunity Fund (2020), and Rhizome Hard Asset Opportunity Fund (2023). Prior to forming Rhizome Partners in March 2013, Mr. Chen traded and invested his own assets, utilizing strategies that focused on deep value investments and event-driven strategies. From August 2009 until January 2011, he was the Director of Research at New York Global Group, a private equity firm that invested in growth companies in mainland China. From October 2006 to March 2009, Mr. Chen was an Analyst in Citigroup's real estate investment banking group, a group that focused on M&A transactions of up to $1 billion. From October 2005 until October 2006, Mr. Chen was a mechanical engineer for Bladykas Engineering. Mr. Chen received his B.S. in Mechanical and Aerospace Engineering from Cornell University in 2004. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this enlightening episode, Jenna welcomes Silvia Manent, a highly respected Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®). Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $60 million in assets. With her extensive expertise and passion for financial empowerment, Silvia shares essential tips for smart investing and effective money management.Silvia delves into investment strategies suitable for various levels of experience, from beginners to seasoned investors. She provides clear, actionable steps for starting an investment journey, emphasizing the importance of a diversified portfolio and regular financial review. Silvia shares practical advice on how to select investments wisely and avoid common pitfalls, making the often complex world of investing more accessible to listeners.A significant portion of the discussion focuses on personal and business financial strategies. Silvia explains the foundational principles of money management, including budgeting, saving, and debt management. She offers valuable insights into how individuals and business owners can effectively manage their finances to achieve their long-term goals. Silvia also provides her perspective on international investing, discussing the benefits and challenges of diversifying portfolios across global markets. Throughout the episode, Silvia emphasizes the importance of financial planning in achieving dream goals. She outlines the steps to create a robust financial plan, stressing the need for regular updates and adjustments to stay on track. Her insights help listeners build financial confidence and take proactive steps towards financial growth.Listeners will leave this episode equipped with essential tips for mastering their money, from smart investing strategies to effective financial management. Silvia's expert advice is both practical and empowering, making it easier for anyone to navigate their financial journey.Jenna and Silvia are looking forward to hearing your takeaways and connecting with you after you listen!Connect with Silvia :Instagram wealthfinancialadvisorSet up a call  www.manentcapital.com/contactPlease leave a Review on Apple Podcast to help Next Level You reach more people!Connect with Jenna:LinkedIn: Connect with Jenna on LinkedInInstagram: Follow Jenna on InstagramWebsite: Visit Jenna's website 

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Bill Chen, founder and managing partner of Rhizome Partners, to discuss public equity investing in real estate. Bill lays out the investment case for REITs from a long-term investor's perspective. Bill had presented his thesis on large-cap multifamily REITs at Best Ideas 2024, hosted by MOI Global. A replay is available at https://moiglobal.com/bill-chen-multifamily-reits-202401/ 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 Guest: Bill Chen is the founder and managing partner of Rhizome Partners (2013), Rhizome Real Asset Opportunity Fund (2020), and Rhizome Hard Asset Opportunity Fund (2023). Prior to forming Rhizome Partners in March 2013, Mr. Chen traded and invested his own assets, utilizing strategies that focused on deep value investments and event-driven strategies. From August 2009 until January 2011, he was the Director of Research at New York Global Group, a private equity firm that invested in growth companies in mainland China. From October 2006 to March 2009, Mr. Chen was an Analyst in Citigroup's real estate investment banking group, a group that focused on M&A transactions of up to $1 billion. From October 2005 until October 2006, Mr. Chen was a mechanical engineer for Bladykas Engineering. Mr. Chen received his B.S. in Mechanical and Aerospace Engineering from Cornell University in 2004. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome special guest Christopher Tsai, President and Chief Investment Officer of Tsai Capital Corporation. The trio covers a range of topics, with particular focus on intelligent investing in an age of disruption. Christopher delivered a related talk at The Zurich Project 2023, hosted by MOI Global. An edited transcript of the talk is available at https://tsaicapital.com/investing-in-an-age-of-disruption.php Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Bang Zoom to the Moon – Bitcoin ramps to new highs - Then again so do equities. Goldilocks – SHE'S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. He is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is lead portfolio manager of the Franklin NextStep Fund series, the Franklin VolSmart Allocation VIP Fund and numerous model portfolio programs. He is portfolio manager of Franklin LifeSmart Retirement Target Funds, the Franklin Fund Allocator Series available in the United States and several custom institutional portfolio mandates. Mr. Nelson joined Franklin Templeton in 2007 and co-founded the firm's quantitative research services group upon joining the company. He moved to Franklin Templeton Investment Solutions in 2009. Prior to working at Franklin Templeton, Mr. Nelson worked for Bloomberg LP from 1991 to 2007, where he was most recently manager of the Americas market specialist teams. Mr. Nelson holds a B.S. in accounting from the University of Delaware. He is a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst Association. Check this out and find out more at: http://www.interactivebrokers.com/ Looking to invest in The Disciplined Investor Managed Growth Strategy? Click HERE for the virtual tour. Stocks Mentioned in the Episode: (GLD), (MSFT), (AAPL), (OIL), (NVDA) Follow @andrewhorowitz

Manisha Thakor has worked in financial services for more than thirty years, with an emphasis on women's economic empowerment and financial wellbeing. A nationally recognized thought-leader in this space, Thakor has been featured in a wide range of publications including the Wall Street Journal, the New York Times, NPR, PBS, CNN, Real Simple, and Women's Health. Prior to writing MoneyZen, Thakor co-authored two personal finance books for women in their twenties and thirties. Today her work focuses on helping people of all ages to balance financial health and emotional wealth. Thakor earned her MBA from Harvard Business School, her BA from Wellesley College and is both a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). She splits her time between Portland, Oregon and rural Maine. Her website is MoneyZen.com. Manisha's Media Reel