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In this episode of Concrete Credentials, we're joined by Laurie Schoeman, Chief Investment and Impact Officer at Partners for the Common Good, for an insightful conversation on creating climate-resilient communities. Laurie discusses how stronger building codes, innovative financing and broad collaboration are essential to tackling extreme weather risks and supporting underserved populations. Tune in to discover the value of proactive investment, effective communication and engaging diverse stakeholders in building a safer, more resilient future.
The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate continued uncertainty? Glenn Purves, Global Head of Macro at the BlackRock Investment Institute and Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas at BlackRock. Glenn and Gargi will help us navigate the current themes driving market dynamics, how these shifts impact supply chains and prices, and how investors can manage volatility and uncertainty in these turbulent times. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosurestariff, tariffs, global markets, inflation, economy, economic growth, blackrock, the bid, finance, finserv, trump, market volatilitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this Australian Property Podcast episode, your hosts Owen Rask, Chief Investment of Rask, and Chris Bates, founder of Alcove, take you through 5 easy steps to secure your mortgage. If you like this Australian Property Podcast episode on getting into a property, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today: Understanding your borrowing capacity Choosing the right loan Getting pre-approved for a mortgage The mortgage application process Post-approval - what do you after you secure the mortgage Resources for this episode Work with Chris: https://www.raskmedia.com.au/services/mortgage-broking/ Free property course: https://education.rask.com.au/courses/free-property-course/ Ask a question (select the property podcast): https://bit.ly/R-quest Rask Resources - these are included by default Pete's Buyers Agency: https://www.allenwargent.com.au Alcove mortgage broking: https://www.raskmedia.com.au/services/mortgage-broking Amy Lunardi Buyers Agency (Melbourne) www.amylunardi.com.au All services: https://bit.ly/R-services Financial Planning: https://bit.ly/R-plan Invest with us: https://bit.ly/R-invest Access Show Notes: https://bit.ly/R-notes Ask a question: https://bit.ly/R-quest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg #property #australia Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach Abraham is the Chief Investment officer at Bulwark Capital and he's the host of Know Your Risk radio, which has a lot of interesting guests & content.This is a discussion about Zach's experiences in the industry, his views on the broader market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019.Links:* Bulwark Capital: https://bulwarkcapitalmgmt.com/* Know Your Risk Radio: https://bulwarkcapitalmgmt.com/radio-show/* Zach's Twitter feed: https://x.com/KYRRadioDisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
Gargi Chaudri, Chief Investment and Portfolio Strategist, Americas, at BlackRock, says that while she foresees a slowdown in the economy but nothing that will rise to the level of a recession. Still, as the Federal Reserve enters a rate-cutting phase during the fall — a historically volatile time for the market — she expects that investors will see heightened market movement, and that they will need to be patient to ride out the bumps confidently. Chaudri expects the market to broaden out, and says "keep high quality, add some defense and look for continuing gains over a longer period of time." Another way to answer Chaudri's call for caution would be with a low-volatility fund, and Todd Rosenbluth, head of research at VettaFi , makes one his ETF of the Week. Chuck revisits his July decision to not get pet insurance in the wake of the injury his puppy Maho suffered in early August and the significant vet bills he has paid since. Plus Ivana Delevska, founder of SPEAR Invest — which runs the Spear Alpha ETF — talks about finding value in the industiral supply chain in the Market Call.
The first trading day of September was the worst day for the markets since the early August dips, but that August dip quickly went back in the green and once again, new highs in the market were tested on S&P 500. So as markets have started out September in red again, can we look at the August performance and expect something similar and if so, would that make the red start to September a buy the dip opportunity? Sean Cheong discusses the current market conditions technically and debates with Issac Lim, Chief Investment and Market Strategist at moomoo Singapore, who weighs on where the markets are going to next.See omnystudio.com/listener for privacy information.
Latin America is a region at the cusp of a transformative era as a region. It's become a hotbed of discussion for investors worldwide, as it undergoes a remarkable convergence of forces from a new era of high rates and macro risk to the rise of Nearshoring in Mexico and the demographic changes shaping retirement.Axel Christensen, Chief Investment strategist for Latin America for the BlackRock Investment Institute, will help us explore how the tectonic shifts in demographics and the strategic embrace of infrastructure spending are creating a mosaic of investment opportunities and what makes Latin America an epicenter of global change.Sources: Mexico: Average age of the population from 1950 to 2100; World Finance “A Bright Future For Mexico”This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
India has recently become the world's most populous country overtaking China and is projected to become the world's third largest global economy by 2027.Gargi Pal Chaudhuri, Chief Investment and portfolio strategists for the Americas at BlackRock and Tara Iyer, Chief US macro strategist for the BlackRock Investment Institute join host Oscar Pulido to uncover the various factors that are driving India's growth and what hurdles may yet lie ahead for investors.Sources: “Mapping India's growth story to mega forces”, BlackRock Investment Institute, January 2024; “Insight on India, the world's fastest-growing major economy”, iShares market insights April 2024; IMF World Economic Outlook, Jan. 2024; BlackRock, Morningstar as of 12/31/2023; National Stock Exchange of India, BSE as of Dec. 31, 2023See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Deze week is Geraldine Leegwater te gast, Chief Investment Management & Member Executive Committee bij PGGM. Na haar studie monetaire economie en Oost-Europakunde aan de Universiteit Groningen begon Geraldine haar carrière als managementtrainee bij ABN AMRO, waar ze binnen vermogensbeheer werkzaam was. Gedurende deze tijd bekleedde ze diverse functies, waaronder analist en portfoliomanager. In 2004 maakte ze de overstap naar de pensioenuitvoerder van ABN AMRO, waar ze aanvankelijk hoofd beleggingen was en later voorzitter van het uitvoerend bestuur van het pensioenfonds. Hiernaast is ze bestuurder en voorzitter van de Beleggingscommissie van ABP geweest. Sinds 2020 is ze Chief Investment Management en lid van het Executive Committee van PGGM. Geraldine heeft altijd nevenfuncties bekleed en doet dit nog steeds. Zo doceerde ze bijvoorbeeld aan de Erasmus Universiteit, is ze bestuurslid van DUFAS en voorzitter van de Raad van Commissarissen van Amvest. Geraldine is 52 jaar, heeft één dochter en woont met haar man in Zeist. *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief. *** Leaders in Finance wordt mede mogelijk gemaakt door EY, MeDirect, RiskQuest, Kayak en Roland Berger. *** Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank), Annerie Vreugdenhil (CIO ING), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Geert Lippens (CEO BNP Paribas NL), Simone Huis in 't Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Petri Hofsté (Commissaris, o.a. Rabobank en Achmea), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG). --> tussen haakjes de functie ten tijde van het interview
Isaac Lim, Chief Investment and Market Strategist of Moomoo joins Sean Cheong to break down all the market movements for the week, and his thoughts about the latest releases for AMD, Supermicro Computer, Apple. McDonald's, Starbucks, DBS and more... This podcast is presented and produced by Sean Cheong (seancheong@sph.com.sg) Do contact him for financial topics. See omnystudio.com/listener for privacy information.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyMay 1st, 2024Featuring: Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock, on ways to play the Fed soft landing and unclear geopolitical outlook Stuart Kaiser, Head of US Equity Trading Strategy at Citi, on the data spooking markets pre-FOMC Brian Wieser, Principal at Madison & Walls, on Amazon earnings and can also discuss Paramount Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillanceZ See omnystudio.com/listener for privacy information.
Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner. In this episode, Brian and Tom discuss: 1. Financial Planning and Tax Optimization for Global Citizens 2. Advising Across Borders: Navigating Challenges in International Finance 3. The Impact of International Regulations on Expatriate Finance 4. Building a Business for Expats LinkedIn: https://www.linkedin.com/in/zachystal/ Website: https://iamadvisors.com/ Twitter: https://twitter.com/tomatiam Article: https://www.forbes.com/sites/forbesfinancecouncil/2024/02/27/six-financial-planning-considerations-for-americans-moving-abroad/?sh=1b7b30c74ddd To see short videos of all our best FA Business Growing tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/@financialadvisorsworkshop Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Work with FourStar: https://financialadvisorsworkshop.com/Advisors DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Chief Technology Correspondent Mark Gurman breaks down Apple investigating a push into personal robotics, a field with the potential to become one of the company's ever-shifting “next big things." Craig Silliman, President of Verizon Global Services, discusses using AI to power the communications business. Bloomberg News Projects and Investigations Reporter Pete Robison shares the details of his Businessweek Magazine story Fixing Boeing's Broken Culture Starts With a New Plane. And we Drive to the Close with Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock. Hosts: Carol Massar, Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Chief Technology Correspondent Mark Gurman breaks down Apple investigating a push into personal robotics, a field with the potential to become one of the company's ever-shifting “next big things." Craig Silliman, President of Verizon Global Services, discusses using AI to power the communications business. Bloomberg News Projects and Investigations Reporter Pete Robison shares the details of his Businessweek Magazine story Fixing Boeing's Broken Culture Starts With a New Plane. And we Drive to the Close with Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock. Hosts: Carol Massar, Tim Stenovec and Jess Menton. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Watch a recording of Truth in Accounting's virtual event discussing Congress' debt limit and social security. With Chuck Chokel, TIA Board Member and former Co-CEO of Progressive Corp., and Sheila Weinberg, CEO and Founder of TIA, we also discuss the newly released Financial State of The Union 2021. Moderated by our Director of Research, Bill Bergman. _______________________________ Subscribe to Truth in Accounting here: https://bit.ly/2uygGER The official Truth in Accounting YouTube channel is your primary destination for informative and entertaining videos on government finances. For more about Truth in Accounting's work, visit: https://www.truthinaccounting.org Follow Truth in Accounting here: Facebook: https://facebook.com/truthinaccounting Twitter: https://twitter.com/truthinacct Instagram: https://instagram.com/truthinacct LinkedIn: https://www.linkedin.com/company/truth-in-accounting ------------ Chuck Chokel, former Co-CEO, Progressive Corp. For over 30 years Chuck Chokel has worked in the insurance industry. Mr. Chokel served as a senior partner at the White Mountain Insurance Group, taking on roles as Chief Claims Officer and Co-CEO at One Beacon, and Chief Financial Officer for White Mountains Reinsurance Group. Prior to that, Mr. Chokel served as Chief Financial Officer and member of the Board of Directors at Conseco Financial. Mr. Chokel spent much of his career at Progressive Corp., rounding out his tenure there as Co-CEO, Chief Investment and Capital Officer while serving on the board of directors. Additionally, Mr. Chokel has served on the board of directors of Esurance and Plymouth Rock Holding Co. Mr. Chokel received a B.A. from Williams College, and an M.B.A. from the University of Chicago. He has completed over 250 triathlons including thirty-six half ironman distance events and eleven full ironman distance events. He is a two time Hawaii Ironman finisher. Sheila Weinberg is the founder and CEO of Truth in Accounting. Since 2002 Ms. Weinberg has led Truth in Accounting's research initiatives. Because of her expertise in governmental budgeting and accounting, Ms. Weinberg has testified before the Federal Accounting Standards Advisory Board (FASAB), the Government Accounting Standards Board, and numerous state legislative hearings on matters of proper government accounting. Her commentary on the federal budget, Social Security, Medicare and other national issues has appeared repeatedly in numerous publications, including USA Today, the Washington Post and the Wall Street Journal. She has been a guest on local and national television and radio shows, and is often engaged to speak on federal and state budget and accounting issues. Bill Bergman served as Truth in Accounting's Director of Research. He led question formation, idea development, and application of research initiatives. Bill teaches finance courses at Loyola University Chicago. He has over 30 years of financial market experience, including thirteen years as an economist and policy analyst at the Federal Reserve Bank of Chicago. Bill earned an M.B.A. and an M.A. in public policy from the University of Chicago in 1990.
What does the future hold for neuro technology? What strides have been made in performance enhancement via brain studies? How can investors help shape the landscape of mental health treatments? Listen as our guest shares how her new endeavor is investing in companies that elevate human flourishing, how modern treatments can unlock a new era of mental health solutions, and how her expert experience provides an advantage in assessing start-ups that will transform the field of neurosciences. Dr. Amy Kruse has more than 20 years of experience in science, technology, and innovation, with a special focus on neurotechnology and human performance. She is now the General Partner and Chief Investment officer of Satori Neuro, a stage-agnostic fund focused on mental health, neurotechnology, and human flourishing. She draws on her expertise to support Satori Neuro's portfolio companies as they explore innovative therapeutics that feature a wide range of treatments, from psychedelic medicine and transcranial magnetic stimulation to virtual/augmented reality protocols and non-invasive brainwave devices. These treatments are designed to address conditions including treatment-resistant depression, post-traumatic stress disorder, addiction and substance abuse, neurological disorders, and more. Dr. Kruse is a Founding Member of the Loomis Innovation Council at the Stimson Center in Washington, D.C., and a Guest Lecturer for Singularity University. She is a frequent contributor to defense panels and advisory boards for organizations including the Defense Advanced Research Projects Agency, the National Academies, and the Defense Science Board. She is also the author of numerous scientific papers, chapters, and articles. Dr. Kruse has both a Bachelor of Science in cell and structural biology and a Ph.D. in neuroscience from the University of Illinois Urbana-Champaign. She lives in Annapolis, Maryland, with her husband and enjoys gardening, kayaking, and traveling. Bigger Than Business is the show where you'll discover real-world stories of business owners living their purpose. You'll encounter men and women all over the world who draw strength from understanding why they do what they do and how they remain true to that purpose through the ups and downs every business owner will face. www.thecapitalchartroom.com
In this episode we explore how the worlds of the energy transition and investors are meeting. We're joined by two guests – Mark Watts, Partner at LCP, who has a long career in the investment world, and and Sam Hollister, Head of Market Insight who has a background in energy but recently been working closely with investors. As a partner in LCP's investment team, Mark supports the provision of solutions for our clients as they grapple with the energy transition and the path to net zero. He is a former Chief Investment officer and CEO at a number of firms and has 35 years of investment experience. We work closely with the LCP Delta team to ensure that we offer seamless advice to our clients in this area and are able to help them navigate the critical issues and deploy their capital effectively. Sam works within LCP Delta analytics team and leads on our external engagement and market insight. He has over 10 years' experience within energy policy and public affairs having been a Senior Director at the leading energy trade association and most recently leading the policy team at one of the UK's largest energy retailers. Find out more about our energy transition training courses You can also visit our website to learn more about our Consultancy Services at lcpdelta.com Subscribe to LCP Delta email communications Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time. Hosts – Jon Slowe and Sandra Trittin Produced – LCP Delta and D8 If you'd like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at talkingnewenergy@lcp.com Follow us on: Twitter | LinkedIn Hosted on Podbean. See podbean.com/privacy for more information.
This episode features a conversation between Phil Dillard, Founder of Thruline Networks, and Sasja Beslik, Chief Investment Strategy Officer at SDG Impact Japan.With over 20 years of international experience in sustainable finance, Sasja has extensive knowledge of the global investor community and the emerging opportunities and challenges in the transition to a sustainable economy. He currently leads the development of innovative investment, lending, and advisory solutions that align with the UN Sustainable Development Goals and create positive social and environmental impact. His work has been recognized and awarded by various organizations, such as the World Economic Forum, the United Nations, and the Swedish Royal Family.In this episode, Sasja talks about his tool kit for driving real change in a modern world, the importance of continuing to inspire the next generation of environmental activists, and how anyone can use the financial system in order to shift its focus for the better.Key Quote“I looked at the system that is, at its core, the most global denominator around the world, and that's money. So, you can be from any country in the world, but you can always trade and you can always talk money. And the global economic system and financial industry is a global citizen. The only, I would say, truly global citizen, because you shift the money across the borders all the time. In general, the financial industry has that sort of global touch. So, you can work in New York, Hong Kong, Japan, Frankfurt, or London, it doesn't matter. It's the same language.” - Sasja BeslikEpisode Timestamps(02:14) About Sasja's role(14:48) Creating impact through finance(20:05) Outsiders influence on environmental situations(23:47) Living in a world of artificial intelligence(28:59) Tools for driving change(35:58) Directing the next generation(41:02) Inspiring people to listen and make active change(44:08) Quick hit questionsLinksSasja's LinkedInSDG Impact Japan WebsitePhil Dillard's LinkedInThruline Networks
While falling inflation is good news for many, equity investors may see volatility in earnings growth as pricing power fades.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, July 17th at 11 a.m. in New York. So let's get after it. Last week was all about the downward surprise to the June inflation data. More specifically, both the consumer and producer price indices came in well below expectations and suggests the Fed is on its way to winning its hard fought battle to beat inflation back down to 2%. Both stocks and bonds celebrated the news as a likelihood for a soft landing and the economy increased. Our view is not so sanguine on stocks as the steeper fall in inflation supports our view for a much weaker than expected earnings growth. Three years ago, at the trough of the pandemic recession, we were a lonely voice on the idea that inflation would surge higher due to excessive fiscal and monetary support. Furthermore, we suggested it would lead to a surge in earnings growth as companies discovered an ability to raise prices at will while the government subsidized labor costs. As we move to 2021, this over-earning broadens out as consumers spent their excess savings on everything from sporting goods to travel and leisure activities. By last summer, this boom in spending was so strong the Fed was forced to raise interest rates at a pace not seen in 40 years. With a lag in monetary policy close to 12 months, it should be no surprise that we are now seeing the headwinds on growth and inflation today. Because markets are forward looking, they understand this dynamic perhaps better than the average investor. In fact, it is the primary reason we decided to get tactically bullish on U.S. stocks last October. At that time, we suggested long term interest rates in the U.S. dollar would top in anticipation of the Fed's aggressive policy having its desired effect on inflation and growth. That began to play out in the fourth quarter as price earnings multiples expanded from 15.3x in October to 18x in early December. We decided to take the money and run at that point, thinking the market had already fully discounted the peak in inflation interest rates in the US dollar. Over the next six months, 18x did provide a ceiling on valuations. However, over the last six weeks, valuations have risen another 10% as the inflation data confirmed what we already knew. Meanwhile, artificial intelligence has given investors something to get excited about, but at unattractive valuations in our view. As noted earlier, we think inflation is now likely to surprise in the downside. A move to disinflation is positive for stocks because valuations typically rise under those circumstances. However, that has already happened. Now we expect disinflation to shift to deflation in many parts of the economy, in other words,prices began to fall. Most are not forecasting such a decline because it seems hard to fathom after what they witnessed in the real economy. However, it's just the mirror image of what happened in 2020 and 21 when supply was short of demand. At that time, inflation surprised companies and investors to the upside and led to much better earnings growth than forecasted. Now pricing power is fading due to demand falling short of supply, and this is likely to surprise many companies and investors to the downside. More importantly, it's not expected by the consensus anymore or is it in stock valuations at this point. We are already seeing pricing come down in many areas like consumer goods and commodities. Housing and cars are also seeing price degradation, especially in electric vehicles where supplies now overwhelming demand. In the latest consumer price index released last week, we even saw deflation in both airlines and hotel prices, two areas where demand is still robust. The bottom line, while falling inflation last week was great news for the Fed and its war on higher prices, equity investors should be careful what they wish for, as this is a slippery slope for earnings growth and hence stock valuations which are now quite extended. Thanks for listening. If you enjoy Thoughts on the Market, please take a moment to rate and review us on the Apple Podcast app. It helps more people to find the show.
In this episode of Policy Speaking, John Casola, Chief Investment officer of the Canada Infrastructure Bank, joins host Edward Greenspon to break down what the Infrastructure Bank does, why we need it and what projects are in the pipeline.
In this episode of Policy Speaking, John Casola, Chief Investment officer of the Canada Infrastructure Bank, joins host Edward Greenspon to break down what the Infrastructure Bank does, why we need it and what projects are in the pipeline.
Ms. Lan Luo, Chief Investment and Financing Officer of Linxforce, delivered a presentation at a Venturous Session on 15 February 2023. Linxforce, which was established in 2015, is a third-party supply chain collaboration service provider for enterprises. The company offers a B2B invoice management system, known as "fapiao" in China, to more than 200 Fortune/Forbes 500 companies.Fapiao is not only a legal receipt that serves as evidence of the purchase of goods and services but also a critical component of China's tax law and business compliance. Furthermore, since Linxforce is a recognized fapiao service provider across 36 provincial tax bureaus in China, its clients can enjoy a more streamlined process with banks for financial loans due to their revenue transparency.When asked if Linxforce could expand its services outside of China, given that the fapiao invoice system is unique to China, Ms. Lan Luo responded that their services remain relevant to other global tax systems because the fundamental need for a comprehensive supply chain collaboration service provider persists.
Hello this is Nate Scott, author of Life Is Rich: How To Create Lasting Wealth, and welcome to the Life Is Rich podcast. In order to help 25,000 Women to Live In Fullness Everyday - Spiritually, Mentally, Emotionally, Relationally, Physically, and Financially - by 2024, I will help 50 Kingdom Entrepreneurs reach their goal of helping 500 Women in any of the six areas. #lifeisrich In today's ‘Life Is Rich” podcast, I am with Victoria L. Woods. The Financial Diva, Victoria Woods is an internationally celebrated Investment Advisor to Millionaires. As Founder and Chief Investment Advisor for ChappelWood Financial Services in Edmond, OK. Office: 405.348.0909 Email: marketing@chappelwood.com Website: www.FinancialDiva.com Website: www.ChappelWood.com Instagram: @_FinancialDiva Nate Scott is a Strategic Leadership Coach and author of “Life Is Rich: How To Create Lasting Wealth”. From Enlisted Soldier to Executive to Entrepreneur, Nate has been equipping people who feel they have potential for more to be effective decision makers for over 20 years. He is passionate about helping women learn the leadership principles and disciplines needed to succeed no matter what the goal is. Who We Serve and The Problem We Solve We empower women who experience a life transition and are tired of making excuses, feeling average, tiptoeing through life, and who are ready to take responsibility to have the #LifeIsRich experience. #LifeIsRich Experience = A Rich Life - Spiritually, Mentally, Emotionally, Relationally, Physically, and Financially. #LifeIsRich Global, LLC. BRAND STATEMENT We help equip women who struggle with making decisions and stepping into their full potential by teaching them how to see themselves as their greatest asset, clearly identify their values and how to think vs what to think. Does Your BHAG align with yours? One problem that I solve is Cash Flow. I am seeking Champions & Strategic Partners. If you know anyone that may qualify or who has a heart for and access to women that may be strategic partner, then please connect. IG: www.instagram.com/coachingwithnatescott IG: www.instagram.com/asknatescott LI: www.Linkedin.com/in/NateScott Website: www.LifeIsRichwithNateScott.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/lifeisrich/message Support this podcast: https://anchor.fm/lifeisrich/support
Il 2023 si annuncia come un anno con ancora molti nodi da sciogliere, tra i quali le tensioni geopolitiche, l'inflazione, la recessione. Inoltre, le banche centrali hanno annunciato politiche monetarie più aspre del previsto. Bruno Rovelli, Chief Investment strategist di BlackRock Italia, spiega come impostare i portafogli per i prossimi mesi
Il 2023 si annuncia come un anno con ancora molti nodi da sciogliere, tra i quali le tensioni geopolitiche, l'inflazione, la recessione. Inoltre, le banche centrali hanno annunciato politiche monetarie più aspre del previsto. Bruno Rovelli, Chief Investment strategist di BlackRock Italia, spiega come impostare i portafogli per i prossimi mesi
Have you ever wanted to own big multifamily or big commercial buildings, and then realized you don't have enough money, or don't want to put all your eggs in one basket, or would have to quit your day job to do it? Well, there are deals out there where you can own just a sliver of the big deals and learn from them too!Here is one we found at Freedom Fest this year. For the passive investor you get the income but also they structured this for you to get the write-off of Cost Segregation.Sinatra & Company Real Estate, SCRE, is the owner of 5,500 doors, valuation of about $600million in assets in Buffalo, Upstate New York, Chicago, Indiana, Florida, and Dallas. They are now shifting assets to more friendly landlord states.To see the full write-up: https://www.sinatraandcompany.com/The project they are raising money for is a 218-unit garden-style apartment building in Tampa, FL10.22 acresYB 1965Price 41millDebt 31mill20 mill equity raise.Come hear the details AND a special opportunity to lend.Anthony Nanula the Chief Investment officer will be joining us to share the opportunity, and the families' histories in building rehabbing, and turning a profit while providing the affordable housing needed. My favorite is how they repurpose last-century commercial buildings into cool living quarters and mixed-use living spaces.Disclosure: This is recording is information and education only. This is NOT an offering to purchase or a securities offering.#multifamilyinvesting #anthonynanula #athenapaquette
To mark Black history month, Bloomberg Daybreak Europe is speaking to a range of voices from the world of finance about their experiences. Paula Groves is the Chief Investment officer at Impact X, a London-based venture capital company that focuses on investing in underrepresented communities. She spoke to Bloomberg's Eileen Gbagbo and Caroline Hepker about the opportunities that exist for black entrepreneurs looking to grow their business and the macro backdrop for investors.See omnystudio.com/listener for privacy information.
BWJ 038: In this episode I speak with Daniel Pickering, Chief Investment officer of Listed Reserve, a Sydney based digital asset fund. In this episode you will learn about: Internet based gambling in Asia. Why the gambling industry is often an early adopter. The similarity between Bitcoin, internet, and mobile adoption. Why Bitcoin's ability to settle large sums over a short period is valuable. The threat of regulation. The rationale behind launching a fund. The Bitcoin mining investment case. The importance of Bitcoin as a global market. Why Bitcoin is “bottom up”. Relevant links: Daniel Pickering on Twitter Listed Reserve digital asset fund Sponsor: This episode is sponsored by FastBitcoins.com How can you help? Rate Subscribe Share Get in touch: Personal twitter: @jakeeswoodhouse Podcast twitter: @bitcoinwithjake Thank you so much for taking the time and effort to support the show! Best, Jake
Kim Lew, CEO of Columbia University's $14 billion-plus endowment, shares her thoughts on the Accelerate Investors September 29 Midwest Investor Insights Summit theme, “Correction, Recession, or Something Else?”.Join the Accelerate Investors Midwest Investor Insights Summit on September 29 in Chicago! At the summit, you will have the opportunity to meet Chief Investment officers and other allocators from the Midwest region. For more information, please visit accelerateinvestorsny.com/mw22.
Kim Lew, CEO of the $14 billion-plus Columbia University endowment, discusses the structural and cultural changes she has implemented since she joined Columbia in November 2020. Kim also discusses investment lessons from her time at the Ford Foundation and Carnegie Corporation that she has taken into her role at Columbia. She also shares the most significant impact she would like to make in her role at Columbia University. (Recorded September 8, 2022)Join the Accelerate Investors Midwest Investor Insights Summit on September 29 in Chicago. At the summit, you will have the opportunity to meet Chief Investment officers and other allocators from the Midwest region. For more information, please visit accelerateinvestorsny.com/mw22.
With uncertainty mounting on many fronts globally, we hear how investment strategies are changing with a focus on taking risk down, while still identifying investment opportunities. Our Head of the Franklin Templeton Institute, Stephen Dover, talks about it all with Gene Podkaminer, Head of Research for Franklin Templeton Investment Solutions, Francis Scotland, Director of Global Macro Research for Brandywine Global, and Michael Hasenstab, Chief Investment officer of Templeton Global Macro.
My guest today is Jeffrey Kamys, Chief Investment and Portfolio Manager at Baseline Investments and Inherent Wealth Fund, where he manages the iBET Sports Betting & Gaming ETF (IBET). Jeffrey walks through the current landscape in sports betting in the US today and what the path to legalization looks like. I get Jeffrey's takes on disparities in valuations in sports gambling, including discounts in European companies (FLTR), brick and mortar casinos (BYD) and gaming picks-and-shovels names (ex. SGMS, EVO). Jeffrey discusses how customer acquisition costs and strategies to acquire growth are changing, and why sports gambling as a whole can grow at a 15-20% CAGR with operating leverage on top of that. I get Jeffrey's thoughts on companies who haven't traditionally played in sports betting and entertainment who will be heavily involved in the years to come, including AMZN, AAPL and DIS. This conversation really got me thinking on how strong the tailwinds might be for companies that benefit from legalization and growing interest in betting on sports. I highly recommend checking out IBET if you're interested in gaining exposure to the space with an active manager and following Jeffrey's coverage: - IBET ETF - https://www.inherentwealthfund.com/ - Jeffrey's podcast, blog and more - https://www.jeffreykamys.com/
In this episode, Jackie Sanz, Managing Director leading Protiviti's Canadian Risk and Compliance solution, interviews Vlad Tasevski, Chief Operating Officer and Head of Product at Purpose Investments, and Elliot Johnson, Chief Investment officer and Chief Operation Officer at Evolve ETFs. Jackie, Vlad and Elliot discuss the current and future state of cryptocurrency. To learn more about Protiviti's Risk Transformation services, visit us at our website: www.protiviti.com/US-en/risk-compliance/risk-transformation. Transcriptions of Powerful Insights are available upon request from kevin.donahue@protiviti.com.
Laird Norton Wealth Management (“LNWM”) serves as long-term partners for families wanting to achieve their greatest impact through their investments, legacy planning and philanthropy. Ron Albahary is the Chief Investment officer of LNWM. He started his career at Merrill Lynch when stockbrokers called clients around dinner time to sell a specific stock or financial product. Today, Ron and his team of client advisors work with families, foundations, and non-profits to allocate capital in an intentional way consistent with their goals and objectives.
Despite the threat of Omicron, central bankers in the UK and the US have moved to tighten monetary policy, echoing other central banks around the globe. Ron Insana, Senior Advisor to Schroders and CNBC contributor, and Jon MacKay, Market Strategist at Schroders North America, discuss what the change in rate policies mean for markets and the outlook for 2022. Just a note, a full outlook 2022 show with Chief Economist Keith Wade and Chief Investment officer Johanna Kyrklund will be available from 1700 on Tuesday December 21. NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.
We all know I'm a hardcore index fund investor and love to talk about the benefits of passive investing for building long-term wealth. But I'm also often asked if I invest in individual stocks, to which I answer "Yes, I do actually." One of the ways that I learn about potential stocks to invest in is , and Chief Investment Advisor Iain Butler joins me on today's bonus episode of the podcast to talk stocks in-depth. Motley Fool Canada offers financial and investing research and education, and Iain has been an employee with them since 2012. He is a Chartered Financial Analyst (CFA) and the Lead Advisor on Fool Canada's flagship Stock Advisor Canada product. His investing interests are centered on scouring the market for interesting businesses that trade at under-valued prices and offer an appealing risk/reward relationship. In this episode, Iain shares why you should still have your overall portfolio in mind when investing in individual stocks and how having a long-term strategy is key to earning a greater return and reaching your investment goals. We also talk about the feelings of FOMO when it comes to the growing popularity of NFTS, meme stocks, and cryptocurrencies, and why Motley Fool Canada is a great place to learn more about how to invest in today's market with their daily updates and research.
Welcome to a very special episode 45 of the Money and Investing Show, I am really excited to be joined by Scott Philips the Chief Investment officer at The Motely Fool.Scott started his journey with Motely Fool as a member before joining their team in 2011 working his way to the top job, On Top of his role as Chief Investment officer Scott runs 3 Investment services for the Motely fool. He is regular contributor for the Sydney Morning Herald, The age and Money Magazine and In his spare time you may have seen him on weekend sunrise, and channel 7 , channel 9 late news and Aus Biz. Scott embodies what it means to be a long term fundamental investor and he also runs 2 of his own podcast which make him a very busy man and we really appreciate his time today.Todays episode covers:- Scott's Investment Journey- Finding companies and building a thesis- Batting averages - ETFs- Cryptocurrencies - Crypto ETFs- Ethical InvestingThroughout this series we hope you can find some key take aways to either; help you get started or polish your existing skillsLinks from Todays show:https://scottphillips.com.au/https://www.fool.com.au/Twitter: TMFScottPMusic By:Ikson - https://soundcloud.com/ikson or https://youtube.com/ikson Questions or feedback: info@captialmediagrp.com ** Disclaimer**Please remember the information and opinions provided in this podcast is general advice only and does not constitute financial advice. This podcast was created without knowing individuals needs, financial situations or investment objectives. The hosts of this show may hold positions in the companies discussed. Before considering any investment please read the product disclosure statement and consider speaking to a liscenced financial professional
In this episode, Ed speaks with Chris Versace, Chief Investment officer of Tematica Research, about the trend in adoption of thematic investing.
Dennis Simmons, Executive Director of the Committee on the Investment of Employee Benefit Assets (CIEBA), discusses key issues of focus for today's retirement plan sponsors. Chief Investment Officers (CIOs) are keenly focused on the investment performance of their defined benefit (DB) and defined contribution (DC) retirement plans and working in the best interest of their employees. Recent reforms, the current economy and the COVID-19 pandemic have presented some new challenges and opportunities for strengthening the retirement system.
Gerald Chen-Young is Principal and Chief Investment Officer at GCY Associates, which provides consulting and advisory services based in Washington DC. He has over 25 years of experience as a Chief Investment Officer, 14 years of which were spent as VP and Chief Investment of the United Negro College Fund. He previously held a range of financial services roles at firms including UBS, Paine Webber & Riggs National Bank, in different capacities. Gerald holds post-graduate degrees in Economics from York University and LSE and Law from Univ of Miami Law & AU's Washington College of Law. He has a particular interest in ESG issues across the investment landscape. Our conversation starts with Gerald's upbringing on the island of Jamaica and the culture shock that ensued when he went to a boarding school in Canada during his teenage years. He began his college education there and we delve into what drove him to pursue degrees in both economics and law and his passion for both areas. Gerald spent over 14 years at the United Negro College Fund as CIO and we speak about what was at the forefront of his mind in this role. Gerald was an early adopter of ESG principles and we contextualize this movement by reference to other social movements such as universal suffrage and the abolition of slavery which started on the fringes and ended up in the mainstream. We hear about his passion for food, his belief in the value of sabbaticals and the highs and lows of an extraordinary career.
The latest guest to grace The End Game is the familiar voice of Kyle Bass, Founder and Chief Investment officer of Hayman Capital Management in Dallas, TX. Kyle, Bill and Grant discuss Kyle's thoughts on what The End Game may look like, with the recent outbreak of inflation likely to play a major part in the transition from the current financial system to whatever comes next. Kyle explains why he thinks time has run out for central banks, what he believes they'll be forced to do and how investors should try to protect themselves against the likely outcome: deeply negative real rates. Kyle shares the stories of two private meetings with BoJ governors, explains why and how his Rational Investor Paradox ended up confounding its detractors and, of course, offers his thoughts on China, the current and future path of U.S. policy towards their rising rival and the potential pitfalls for the world of a swiftly-reopening economy. Another wonderful addition to The End Game series. As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game so sign up today!
In 2017, Mark Schneider left a leading role in healthcare to become CEO of Nestle, the world's largest food company with over 150 year old history in providing nutritional products to markets around the globe. Mark was Nestle's first “outsider” CEO in almost a century, and in just four years, he's overseen new strategic directions for the company, with a major acquisition agenda underway as he re-shapes this extraordinary consumer goods business towards a healthier future for all – all while tackling a global pandemic, and the big issues of climate change and corporate environmental responsibility. In this episode, Mark joins Hamish Douglass, Magellan's Chairman and Chief Investment officer, to discuss new strategic directions for the company as it takes on a leading role in global health and wellness.
SummaryChoosing the right hedge fund manager can be a difficult choice. In today's episode, we speak to Mark Kress, the Chief Investment officer at Arden Advisory about what to look for when choosing a hedge fund manager. Mark brings valuable portfolio management expertise, a record of building strong relationships, and experience employing risk management and asset allocation strategies to maximize risk-adjusted returns. His unique background includes identifying unique investment strategies, introducing technology solutions, and providing research to support decision-making. Mark holds a BS in Managerial Economics from the University of California at Davis, an MBA from the University of California at Berkeley Haas School of Business and is a Chartered Financial Analyst (CFA). An Introduction of our guest Mark Kress. Opportunities that can be found in hedge funds.The first screen is whether they are going to add value to my overall risk adjusted returns How to determine what hedge funds to add to your portfolio.Why volatility is not a secondary concern. Being a small cap manager of hedge funds, and keeping it small, and investing in things that have capacity constrained.The second most important thing is if it is replicable.You should look for the odd savant type managers, because that is the way you can deliver exceptional returns on an ongoing basis. Once you have found hedge funds that interest you, tips to know if you should add the fund to your portfolio. The role of a hedge fund allocation in a portfolio. Moving from a core portfolio of stocks and bonds and real estate and private equity venture capital.
For over a year, our work communities have been without a physical home. The impact on company culture—and who we're connecting with, and why—has been complex, to say the least. As we start to think about returning to the office, how can we reimagine the workplace as a more welcoming and inclusive community hub? Joining us for this episode is David Steinbach, global chief investment officer and co-head of investment management at real estate leader Hines; Dr. Pragya Agarwal, an award-winning behavioural scientist, data scientist, inclusivity and diversity consultant, journalist and speaker; and Sylvain Fortier, Ivanhoé Cambridge's Chief Investment and Innovation Officer.
There are no take-backs in the Bitcoin environment; and, with future governmental regulations coming, the question becomes: what is the true value of investing in bitcoin? In this episode of “On Purpose,” host Tyrone Ross sits down with financial advisors Ronnie Colvin, Manish Khatta and Courtney Ranstrom in this special edition of ‘The Bitcoin Haters’ Ball’. They explain the sage advice that they’ve guided their own clients with right now in regards to the Bitcoin Bull market. They also highlight many of the tremendous risks that purchasing bitcoin or increasing in cryptocurrency is an enormous risk.Ransom: “I tell my clients to not invest in bitcoin any more than they are willing to lose.”Colvin, Khatta, and Ranstrom give their 3 key takeaways that aid in minimizing future investment risks:There are no consumer protections at all. When using bitcoin as an everyday transaction, be aware that losses are a reality.Be as educated as possible when weighing the implications and risks associated with crypto investments.As an advisor, be educated and highly mindful of your clients; it is essential to continue to research as bitcoin is ever changing. Our Haters’ Ball guests: Ronnie Colvin : IT Financial Planner who assists technical professionals in building a roadmap for their financial future as he helps them to figure out where they are, where they want to go, and how to get there.Manish Khatta : Is the President & Chief Investment officer of firm Potomac. Manish is a staunch believer that investment risk is something that can be contained and conquered, using quantitative trading systems.Courtney Ranstrom: Co-Founder & Financial Life Planner at Trailhead Planners. Helps clients discover what wealth means to them.
There are no take-backs in the Bitcoin environment; and, with future governmental regulations coming, the question becomes: what is the true value of investing in bitcoin? In this episode of “On Purpose,” host Tyrone Ross sits down with financial advisors Ronnie Colvin, Manish Khatta and Courtney Ranstrom in this special edition of ‘The Bitcoin Haters’ Ball’. They explain the sage advice that they’ve guided their own clients with right now in regards to the Bitcoin Bull market. They also highlight many of the tremendous risks that purchasing bitcoin or increasing in cryptocurrency is an enormous risk.Ransom: “I tell my clients to not invest in bitcoin any more than they are willing to lose.”Colvin, Khatta, and Ranstrom give their 3 key takeaways that aid in minimizing future investment risks:There are no consumer protections at all. When using bitcoin as an everyday transaction, be aware that losses are a reality.Be as educated as possible when weighing the implications and risks associated with crypto investments.As an advisor, be educated and highly mindful of your clients; it is essential to continue to research as bitcoin is ever changing. Our Haters’ Ball guests: Ronnie Colvin : IT Financial Planner who assists technical professionals in building a roadmap for their financial future as he helps them to figure out where they are, where they want to go, and how to get there.Manish Khatta : Is the President & Chief Investment officer of firm Potomac. Manish is a staunch believer that investment risk is something that can be contained and conquered, using quantitative trading systems.Courtney Ranstrom: Co-Founder & Financial Life Planner at Trailhead Planners. Helps clients discover what wealth means to them.
More than ever, how we work will be driven by technology. So what can we expect in the years to come? We'll try to gain some insight by looking at what's happening now in high-tech offices. With us to think it through: Jennifer Magnolfi Astill, architect and founder of Programmable Habitats; Ken Caplan, Global Co-head of Blackstone Real Estate; and Sylvain Fortier, Ivanhoé Cambridge's Chief Investment and Innovation Officer.
In a special episode of Fly on the Wall, Brendan is joined by Sylvain Fortier, the Chief Investment & Innovation Officer of Ivanhoé Cambridge, to discuss the company's US$85 million investment across four Fifth Wall funds. Sylvain shares thoughts on why large real estate capital allocators need to have a technology investment strategy for proptech that is multi-dimensional and global. He also discusses Ivanhoé Cambridge's sustainability-forward approach toward investing and managing a real estate business. Original release date: March 26, 2021 Watch this episode at https://www.youtube.com/watch?v=3Ktz4mb6r_s Learn more about Fifth Wall at https://fifthwall.com/ This podcast is presented for informational purposes only, is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investment vehicle managed or sponsored by Fifth Wall Ventures Management, LLC or its affiliates (collectively, “Fifth Wall”; any such investment vehicle, a “Fund”). Any such solicitation of an offer to purchase an interest will be made by a definitive private placement memorandum or other offering document. Forward-looking statements and opinions as to carbon reduction initiatives and real estate markets or any other matters, as expressed in this presentation, are those of the individual presenters, but are not necessarily the views of Fifth Wall as a firm, and cannot constitute a guarantee of future success or profitable results. As a result, investors should not rely on such forward-looking statements and/or opinions, or on anything else contained in this podcast, in making their investment decisions. Moreover, certain information contained herein may have been obtained from published and non-published sources prepared by other parties and may not have been updated through the date hereof. While such information is believed to be reliable for the purposes for which it is used herein, Fifth Wall does not assume any responsibility for the accuracy or completeness of such information, and such information has not been independently verified by Fifth Wall. This presentation speaks as of its publication date, and Fifth Wall undertakes no obligation to update any of the information herein. None of the information contained herein has been filed with the United States Securities and Exchange Commission, any securities administrator under any state securities laws or any other domestic or foreign governmental or self-regulatory authority. No such governmental or self-regulatory authority has passed or will pass on the merits of the offering of interests in any Fund or the adequacy of the information contained herein. Any representation to the contrary is unlawful. This communication is intended only for persons resident in jurisdictions where the distribution or availability of this communication would not be contrary to applicable laws or regulations. Any products mentioned in this podcast may not be eligible for sale in some states or countries. Prospective investors should inform themselves as to the legal requirements and tax consequences of an investment in a Fund within the countries of their citizenship, residence, domicile and place of business. No assurances can be given that any of the carbon reduction initiatives described in this presentation will be implemented or, if implemented, will be successful in effecting carbon reductions. Further, no assurances can be given that any Fifth Wall fund or investment vehicle will ultimately be established to invest in these technologies or that such fund or investment vehicle, if established, will successfully identify and execute on investments that meet its stated objectives. Investments targeting carbon emission reductions involve substantial risks and may not ultimately meet Fifth Wall's stated investment objectives. Investors should consult their own financial, tax, legal and other advisors in connection with any proposed investment and should carefully review all disclosures and descriptions of risk factors that are contained in relevant offering materials.
That's the question host and workplace designer Annie Bergeron puts to guest Sylvain Fortier, Ivanhoé Cambridge's Chief Investment and Innovation Officer, to kick off this new podcast series on the future of the office. For Sylvain, like for many of us, it's the people and the chance encounters he misses most. So how can we reimagine post-Covid workplaces around humans and the way we interact, create and collaborate? And how do we do it safely?
Artemis Live - Insurance-linked securities (ILS), catastrophe bonds (cat bonds), reinsurance
This was the third session of Prospectus 2021, a new annual reinsurance and insurance-linked securities (ILS) conference brought to you by Artemis in collaboration with sister title Reinsurance News in November 2020. Attendees were treated to an expert panel focused on what really matters for Chief Investment Officers (CIOs) going into 2021. It's no secret that interest rates have been dangerously low for some time now, and with the lower for longer environment expected to persist for the foreseeable future, insurers and reinsurers are once again increasingly focused on underwriting discipline and profitability. In light of the challenges on the asset side of the balance sheet, session moderator Van Hesser, Chief Strategist at Kroll Bond Rating Agency (KBRA), questioned panellists on the impact COVID-19 is having on the investment landscape, and whether the introduction of a global pandemic has led to any changes in the investment philosophy. Panellists discussed the trends affecting insurance and reinsurance company investment strategies and what their CIO's need to consider as the market moves into 2021, still under the shadow of the pandemic, low rates and financial volatility. Also participating in this session were: Vincent DeLucia, CIO, New England Asset Management, Inc.; Jason Pratt, Head of Insurance Fixed Income at Neuberger Berman; and Paul Norris, Managing Director, Head of Structured Products, Conning.
Join us for Part II of the continuation of the successful professional journey of Hilton Augustine, Jr., founder and Chief Investment Angel of Englare - Venture Capital Firm.
Meet Hilton Augustine, Jr., founder and Chief Investment Angel of Englare - Venture Capital Firm. Join us on a professional journey of a successful entrepreneur, one which began with doubt, and some failure, but with perseverance this journey molded Hilton to become Chief Investment Angel "Extraordinaire".
On The Investopedia Express this week: What investors need to hear from the Federal Reserve at its last meeting before the U.S. elections, U.S. tech giants are cozying up to India's Reliance Industries, how individual investors should interpret volatility, with Liz Ann Sonders, the Chief Investment strategist at Charles Schwab, and why quadruple witching can scare this market this Friday. See acast.com/privacy for privacy and opt-out information.
On The Investopedia Express this week: What investors need to hear from the Federal Reserve at its last meeting before the U.S. elections, U.S. tech giants are cozying up to India's Reliance Industries, how individual investors should interpret volatility, with Liz Ann Sonders, the Chief Investment strategist at Charles Schwab, and why quadruple witching can scare this market this Friday.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Hamilton Helmer is the Managing Partner & Chief Investment Officer @ Strategy Capital a long-only public equity fund that selects securities for investment based on Power Dynamics, a proprietary model of fundamental value, developed by Hamilton over decades of strategy consulting with clients such as Hewlett-Packard, Adobe and more. Hamilton is also the author of one of my favourite books, 7 Powers. If that was not enough, Hamilton is also an Instructor in the Economics Department @ Stanford University. In Today’s Episode You Will Learn: 1.) How Hamilton made his way into the world of investing from advising some of the largest tech titans on the planet with Adobe and HP? 2.) What is a strategy mental model? What makes the most effective strategic models? What characteristics do they have? How should founders balance between sticking to models and being willing to change them? What are Hamilton's biggest takeaways from working with Netflix? 3.) "All strategy begins with invention", what did Hamilton mean by this? How does Hamilton explain the success of copycats in markets? How does Hamilton separate between first mover and creator? How does Hamilton analyse the transition from startup to pricer with scale economics? 4.) How does Hamilton advise founders to view and approach competition? Why does Hamilton totally disagree with the requirement of being 10x better than your competition? Is product innovation alone enough without brand or business model innovation? 5.) How does Hamilton define "brand"? Is brand an attainable strategy alone or is it the byproduct of something else? How transferable is brand in one category to alternative categories? How does a brand truly know when they have sustainable leverage and power? Items Mentioned In Today’s Show: Hamilton’s Fave Book: The Road to Reality: A Complete Guide to the Laws of the Universe, Stardust As always you can follow Harry and The Twenty Minute VC on Twitter here! Likewise, you can follow Harry on Instagram here for mojito madness and all things 20VC.
Tim Staermose is Sovereign Man's Chief Investment officer, based in the Asia-Pacific region. Born to a Danish father and British mother in Dar Es Salaam, Tanzania, Tim has led an international life since the day he was born. He has lived and worked throughout Asia, primarily focusing on equity research and emerging market opportunities. https://twitter.com/globalvaluehunt http://globalvaluehunter.com/about/ Media picks: Frozen II https://imdb.to/2STvzxL Tolkien https://imdb.to/2YQHwIg Princes of the Yen https://youtu.be/5-IZZxyb1GI State of the Markets Podcast Paul Rodriguez of https://ThinkTrading.com https://twitter.com/prodr1guez Tim Price of https://Pricevaluepartners.com https://twitter.com/timfprice Podcast links: https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R All podcasts available on youtube: https://www.youtube.com/channel/UC-tcfr0by81zN6DMn2Oii0A --- Send in a voice message: https://anchor.fm/stateofthemarkets/message
This month, Rich Pickings gathers Fidelity's Chief Investment Officers to ask them what investors should be watching for in 2020: the risks, the rewards, and the hurdles they see on the horizon as we approach the new year. Richard Edgar, Editor in Chief, talks to Andrew McCaffery, CIO for Alternatives and Solutions, Steve Ellis, CIO for Fixed Income, Romain Boscher, CIO for Equities, Neil Cable, Head of Real Estate, and Punam Sharma, Director of Equities. **If you enjoy Rich Pickings then why not try our sister podcast, Fidelity Answers, where we hear from the experts on a range of topics affecting markets, global economics, and the world of investing.**
Stuart Kruse, CFA, President and Chief Investment Advisor at Kruse Asset Management is interviewed in this episode. Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule. Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor --- Support this podcast: https://anchor.fm/moneymatters/support
A Happy New Year to all our listeners and Welcome back to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we give you plenty to share in our Guide to Investing for 2019. Let’s start with some stock picks for the New year! Killik & Co's Rachel Winter shares her three stock picks for January 2019, A mix of value bets and dependable equities with Morningstar’s Senior International Editor, Emma Wall. Are you ready to Invest in 2019? State Street Global Advisors' Kevin Anderson says 2019 will be volatile - but there will also be opportunities for investors who are ready to pivot Our next guest, Psigma’s Chief Investment officer Tom Becket warns us that the upward rising markets of the past decade are over and that investors should prepare for a risky year ahead What Will Trigger an Emerging Market Rally in 2019? This year, markets were dominated by politics and in particular, the trade war. What can investors in Asian equities expect from 2019? Emma Wall speaks with Khiem Do - Head of Greater China Investments for Barings to find out. What Should ETF Investors Expect in 2019? Jackie Choy - Director of ETF Research, Morningstar Asia believes the focus should be on More exposure to mainland China shares, active ETFs and a focus on ESG Disciplined investors always urge others to buy on the dips - but not all stock market falls create buying opportunities. Our next Guest, Morningstar Investment Management‘s Dan Kemp explains Why a Share Price Slump Does Not Always Mean Buy Younger investors are urged to stay in the game when it comes to pension savings ahead of the auto-enrolment minimum contribution jump due this April. You’ll need to Play the Long Game says Morningstar’s Emma Wall to Win With Retirement Saving. And that’s the end of this edition. We hope you enjoyed this programme from everyone here at Morningstar UK, thanks for listening. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
On this show, we talked about the true value of a financial advisor, how it’s difficult to beat the market and the current state of the American investor with Robert Seawright, Chief Investment and Information Officer with Madison Avenue Securities. Listen to hear what changes Bob thins would benefit the financial services industry! For the Difference Making Tip, scan ahead to 17:00. You can learn more about Bob at RPSeawright.com, and LinkedIn. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.
Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on the potential US-China trade war, and how politics have impacted the Asian markets. President Trump has revealed plans for trade tariffs targeting Chinese tech and innovation. But should investors be more wary of China's response? Emma Wall, Senior international editor for Morningstar speaks with Catherine Yeung, Investment Director at Fidelity to find out more. A significant political event occurred this month when President Trump and North Korean leader Kim Jong-un met for the first time. But what does the agreement they signed mean for Asia’s economy? Our next guest Schroders' Jason Yu, says protectionism will increase market volatility but the fundamentals remain strong for Asia equities and so China shares Won't Be De-railed by Trump Tariffs It is now easier than ever to invest in companies based in mainland China, and China is investing in global projects of its own. Our next Guest, Rossen Djounov, Head of Asia for GAM explains How China is Opening its Doors to Global Investors Can China Stock Market Recover 20% Losses? Chinese stocks are officially in a bear market, having lost 20% year to date. What has caused the slump and will the market recover? We ask Andrew Swan, Manager of the BlackRock Asia Fund. Looking at the US, State Street’s Dwyfor Evans believes the US is a Bright Spot on the Investment Horizon as he explains to Emma about his outlook for the rest of 2018. During times of Political uncertainty, should we be holding more cash? Holding too much cash may be a bad idea over the long term, but right now it is a good defensive option says Andrew Lill, Chief Investment officer for Morningstar Investment Management Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
Welcome to podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at how the financial world is looking 10 years on from the global Financial Crisis. Tom Becket, Chief Investment Officer at Psigma is first up to chat with our senior editor Emma Wall about which Investments best survived the Financial Crisis. Where have investors made money over the past 10 years - and what should they consider when analysing returns and future gains? Emma Wall and Dan Kemp, Chief Investment officer for Morningstar Investment management are up next to discuss. What Will Cause the Next Recession? A decade on from the beginning of the global financial crisis, Emma Wall talks to Edward Smith, Head of Asset Allocation Research at Rathbones about what may cause the next downturn. Is Short Term Investing is Damaging Returns and Society. Former Investment Association chief and FCA consultant Daniel Godfrey believes short-termism is damaging returns and is launching a fund, the People's Trust, to prove it. How do you Make Money When Market Volatility Rises? Oyster Continental European Selection fund manager Mike Clements is discusses how he is preparing his portfolio for a rise in market volatility. As Bob Johnson, Director of Economic Analysis wraps up his time at Morningstar, he looks back at the global economy over the past decade and looks to when the next downturn may appear. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
In this podcast, Susie discusses RSF’s core integrated capital approach for delivering impact and catalyzing change. She also contrasts RSF’s “patient capital” approach with the transactional nature of commercial financing, details the kinds of support that RSF provides to growing social enterprises, and describes RSF’s five thematic funding areas. Susie highlights RSF’s commitment to developing new sources of finance for social innovation, talks about the firm’s shared risk... The post Episode 17: Interview with Susie Lee, chief investment officer at San Francisco-based RSF Social Finance, an innovative lending, giving and investing organization appeared first on Financing Social Entrepreneurs Podcast.
This week we’re going to take a look at the impact the US Election has had on the Global economy. Donald Trump has beaten Hillary Clinton to become the 45th US President. Stock markets globally have reacted by falling - Senior editor for Morningstar.co.uk Emma Wall and Chief Investment officer Dan Kemp discuss what should investors do. What can investors expect from stock markets as the results of the US election? And what have we learned from the Brexit vote shock to help protect our assets? Simon Molica from Morningstar investment Management is up next to discuss. How are professional investors reacting to the economic and political challenges of 2016, especially after Brexit and the US election have thrown up significant volatility. Fund Analyst Randal Goldsmith is up next to give us his insight on why it’s been a challenging environment for fund managers to make investment calls. What Will President Trump Mean for Bond Yields? Will the Fed raise US interest rates next month? And what will that mean for global bond markets? Charles McKenzie, Chief Investment Officer for Fixed Income for Fidelity discusses all this and more with Emma Wall up next. Concerns about president Elect, Donald Trump have clearly crossed the pond. Just hours before the start of the US election, we took to the streets of London to gather people’s views on the outcome – and how a new President of the United States may affect life in the UK. Think 2016 has been the year of political upsets? Europe faces a referendum and general elections galore in the next 12 months as well as extra low interest rates explains Will James, manager of the Standard Life European Equity Income Fund. Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk
Nate Yohannes (linkedin.com/in/nateyohannesgovernmentaffairs) is Senior Advisor to the Chief Investment and Innovation Officer at the US Small Business Administration. He was appointed by the White House Office of Presidential Personnel as a Presidential Appointee in the Obama Administration. As the Senior Advisor, Mr. Yohannes assists with managing the Small Business Investment Company, a $25 billion private equity/venture fund and the SBIR program, a $2.5 billion per year grant program to high growth domestic small businesses to engage in Federal Research/Research and Development (R/R&D) that has the potential for commercialization. Mr. Yohannes sits on President Obama's Broadband Opportunity Council, a multi-agency team responsible for providing counsel to President Obama on how to advance the United States as the most broadband accessible country in the world. In addition, Yohannes held a leadership position and played a pivotal role with the first ever White House Demo Day. Mr. Yohannes regularly works with staff at the White House's Business Council, Domestic Policy Council, Office of Science and Technology Policy, Innovation Cohort and National Economic Council on issues that directly affect high growth small businesses across the country. Prior to joining the Obama Administration, Mr. Yohannes was the Vice President – Associate General Counsel at the Money Management Institute (MMI). Earlier in his career he clerked for Chief Justice Paula Feroleto of the New York State Supreme Court. Mr. Yohannes received his JD from the University at Buffalo Law School and a BA from SUNY Geneseo and is a member of the New York State Bar. In this episode, we discussed: government resources available to entrepreneurs looking to access capital. Resources: SBIC SBIR SBA Growth Accelerator Competition U.S. Economic Development Administration Audacity of Hope, Barack H. Obama *A special thanks goes to the following contributors to this episode: Elias Aseged, Accenture Brittany Déjean, AbleThrive Jessica Eggert, Medley Sumayyah Emeh Edu, Sumayyah Emeh Edu Consulting Chioke Mose-Telesford, Grand Circus Jon Pincus, A Change is Coming Courtney Seiter, Buffer Terrell Sterling, Oracle Michael Young, BLOC THE NEWS The FCC passed new privacy rules Thursday requiring internet service providers to obtain their subscribers' permission before collecting and distributing their private information. Telecom industry giants like AT&T, Comcast and Verizon object to the new rules, saying they will harm the Internet ecosystem. Privacy advocates, though, applaud the rules. Critics of the rules say so-called edge providers like Netflix and other companies should also be restricted from freely sharing their users' information without permission. But the FCC, of course, doesn't have jurisdiction over internet companies like Netflix. Cecilia Kang has the story in The New York Times. ----Eric Lipton at The New York Times reported last week on AT&T's lobbying influence within the beltway. Lipton reports that AT&T is Congress' biggest donor, contributing a total of over $11 million to most members of Congress since 2015, which is 4 times that of Verizon. The company also has almost 100 registered lobbyists, not including non-profit organizations it contributes to. AT&T announced two weeks ago that it has agreed to purchase Time Warner for $85.4 billion. Time Warner's properties include HBO and CNN. ---- Senator Elizabeth Warren is leading progressive members of Congress who are pushing Hillary Clinton to crack down on large tech companies if Clinton becomes president. Warren says companies like Google, Amazon and Apple have too much market power. But according to the Center for Responsive Politics, tech companies have contributed some $39 million to the Clinton campaign, compared to just $787,000 for Trump. Shane Goldmacher has the story in Politico. ---- A new Pew Report finds that a fair number of people loathe the political dialogue that happens among friends, family members and acquaintances on social media. Almost twice as many social media users reported being “worn out” by political discussions on Facebook, compared to those who like seeking lots of political content. The report also found a large percentage of people found political discourse on line to be angrier, less respectful and less civil than political conversations in public. You can find these and other findings at Pew. ---- Finally, Alphabet, Inc.--the parent company of Google, is putting the brakes on further build out of its fiber network in places it's not already committed. Google Access CEO Craig Barrett announced he is stepping down in a surprise blog post last week. Google Fiber will continue to be available in Atlanta, GA; Austin, TX; Charlotte, NC; Kansas City in MO and KS; Nashville, TN; Provo, UT; Salt Lake City, UT; and North Carolina's Triangle region. In addition, Comcast is suing the Nashville metro government, including the city's mayor, in the U.S. District Court in Nashville. Comcast argues that Google, when it comes into Nashville, shouldn't just be able to come in and reconfigure wires on utility poles without first waiting for incumbent providers to adjust the wires themselves. Sam Gustin at Motherboard and Jon Brodkin at Ars Technica have the story.
On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Bill Thomas about graceful aging, creativity, and the dignity of cultivating relationships with friends and loved ones. Next, they talk about how investing may be moving from active to more passive trends. They then take a call from a listener looking for advice about when to take social security. Finally, they interview HMA’s Chief Investment officer, advisor David Schauer. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
This month we focus on how to invest using active and passive funds. Fans of passive investment often cite the cost of active management as a negative factor. But smart investors should consider more than just the price of a fund. Morningstar Editor Emma Wall speaks with Chris Traulsen, Head of Research for Morningstar on what else to look out for when choosing a fund other than its price. Predicting how much a fund investment costs – whether it is active or passive – is near impossible says Emma Wall. Should flat fees become an option for the future? With passive funds often performing just as well as actively managed funds at a fraction of the cost, why pay for active management? Active management is critically important for a functioning economy - as well as investors, says Mark Burgess from Columbia Threadneedle. Especially when stock markets are expected to move sideways. Passive funds are precise tools that asset allocators can use to get exposure to different markets - although they are not risk free. So what are the benefits of passive investing? Emma Wall and Chief investment officer for Nutmeg, Shaun Port discuss this next. Want to invest in UK equities? Once you have decided on the asset allocation, now it is time to choose which strategy is best to gain exposure. European Website Manager for Morningstar, Holly Cook, talks us through some options. A healthy level of scepticism is required before appointing any active fund manager, and you should have a high degree of confidence that that manager can outperform any fees. Is balancing active and passive funds the way forward? Chief Investment officer for Morningstar’s Investment Management, Daniel Needham talks about using Active and Passive Strategies within a retirement portfolio.
Today's interview is with John Butler, Chief Investment officer of the Amphora Commodities fund and author of The Golden Revolution. In this interview John will bring us up to speed with conditions in the gold market and where he sees the price heading over the course of 2014. We discuss the prospects and likelihood of Fed Tapering and we also cover the recent price probe into the London Gold Fix and whether this arcane benchmark is still relevant in today's age of computerised trading. John will also be one of the guest speakers at our forthcoming investor evening which is “All about the Money” on Tuesday 25th February in London and will focus on Gold and Bitcoin. To find our more go to ukinvestorforums.com and click on Event Details. “All about the Money” is in association with UK investor Forums. CREDITS Thank you for listening to this Podcast Interview Content provided by www.miningmaven.com. Interview produced, edited and conducted by Malcolm Palle and featured John Butler CIO of The Amphora Commodities Fund and Author of The Golden Revolution (John Wiley and Sons, 2012) License provided by MiningMaven. Questions or comments? media@miningmaven.com