Podcast appearances and mentions of chris ailman

Play Episode Listen Later Dec 30, 2023 33:29 Transcription Available

On this edition of Wall Street Week, Chris Ailman, CalSTRS CIO recaps the "incredible year" for US equities. Lawrence H. Summers, Former US Treasury Secretary tells us why he believes the chances of a soft landing have improved. Mary Lovely, Peterson Institute Senior Fellow explains the difficulty China has faced in its post-Covid recovery. Scott Bok, Greenhill & Co. Chairman and Former University of Pennsylvania Board of Trustees Chairman explains why he thinks university donors shouldn't have a big say in policies, and Janice Eberly, Kellogg School of Management Professor of Finance looks at what the missed recession of 2023 might mean for the global economy in 2024.See omnystudio.com/listener for privacy information.

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XPO, Spotify, and AI

Play Episode Listen Later Dec 4, 2023 39:06

Brad Jacobs, Executive Chairman of XPO Logistics (NYSE: XPO), joins to discuss his new investment venture, the delivery industry and founding XPO, and his new book “How to Make a Few Billion Dollars.” Ashley Carman, reporter with Bloomberg News covering the audio industry, joins to discuss Spotify cuts. Rania Sedhom, Managing Partner at Sedhom Law Group, joins to discuss legal concerns in how businesses use AI in marketing, and how content creators/actors are aiming to protect their services from artificial intelligence. Chris Ailman, Chief Investment Officer at the California State Teachers' Retirement System (CalSTRS), joins to discuss prepping for a recession and pressures on public funding. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

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Episode 3: Governance Alpha with Chris Ailman and Ashby Monk

Capital Decanted

Play Episode Listen Later Nov 9, 2023 106:40

Most agree that healthy investment committee governance is table stakes for meeting investment outcomes over the long term and yet, it is probably the least discussed element of the investment management value chain. Why is the pursuit of governance excellence often ignored? Are there models of separation of duties between board and staff that we should be aiming for? Can strong governance actually improve or juice investment returns? Is it a source of alpha that is largely unharvested? Episode Sources

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Bloomberg Wall Street Week - August 18th, 2023

Play Episode Listen Later Aug 19, 2023 34:36 Transcription Available

On this edition of Wall Street Week, Chris Ailman, CalSTRS CIO and Sonal Desai, Franklin Templeton Fixed Income CIO tell us why they believe the US consumer might weaken. Steve Rattner, Willett Advisors CEO and Lawrence H. Summers, Former Treasury Secretary explain why we might be in a goldilocks moment with inflation.See omnystudio.com/listener for privacy information.

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CalSTRS CIO Chris Ailman Talks Eco Outlook

Bloomberg Talks

Play Episode Listen Later Jul 28, 2023 6:17 Transcription Available

Christopher Ailman, chief investment officer for the California State Teachers' Retirement System, says there's still about a 50% chance of recession this year and sees fixed income as an increasing investment opportunity. He speaks with Bloomberg hosts Romaine Bostick and Scarlet Fu.See omnystudio.com/listener for privacy information.

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Chris Ailman Talks Investing and Markets

Bloomberg Talks

Play Episode Listen Later Jul 5, 2023 7:04 Transcription Available

Chris Ailman, CalSTRS CIO, discusses markets and investing with Bloomberg's Katie Greifeld and Scarlet Fu. See omnystudio.com/listener for privacy information.

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Day Two, Part One at the Milken Global Conference

Bloomberg Businessweek

Play Episode Listen Later May 2, 2023 46:43

Purnima Puri, Governing Partner and Head of Liquid Credit at HPS Investment Partners, discusses the economy and Fed policy ahead of Wednesday's FOMC rate decision. Armen Panossian, Head of Performing Credit and Portfolio Manager at Oaktree, shares his thoughts on the continuing issues with regional banks. Ida Liu, Global Head at Citi Private Bank, talks about investing in emerging markets. Victor Khosla, Founder and CIO at Strategic Value Partners, discusses seeing growth in distressed opportunities. And We Drive to the Close with Chris Ailman, CIO at CalSTRS. Host: Carol Massar. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

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Day Two, Part One at the Milken Global Conference

Bloomberg Businessweek

Play Episode Listen Later May 2, 2023 46:43 Transcription Available

Purnima Puri, Governing Partner and Head of Liquid Credit at HPS Investment Partners, discusses the economy and Fed policy ahead of Wednesday's FOMC rate decision. Armen Panossian, Head of Performing Credit and Portfolio Manager at Oaktree, shares his thoughts on the continuing issues with regional banks. Ida Liu, Global Head at Citi Private Bank, talks about investing in emerging markets. Victor Khosla, Founder and CIO at Strategic Value Partners, discusses seeing growth in distressed opportunities. And We Drive to the Close with Chris Ailman, CIO at CalSTRS. Host: Carol Massar. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

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Earnings, Mergers, Buy American, and Formula 1

Play Episode Listen Later Apr 21, 2023 57:58

Alison Williams, Senior Global Banks and Asset Managers Analyst with Bloomberg Intelligence, joins the show for our weekly Friday wall street roundup. Nancy Tengler, CEO and CIO at Laffer Tengler Investments, joins to talk markets and gives her stock picks. Deb Aitken, Senior Analyst: Luxury Goods and Beauty & Home Care with Bloomberg Intelligence, joins the program to break down Proctor & Gamble earnings. Jennifer Rie, Senior Litigation Analyst with Bloomberg Intelligence, joins the program to talk about the legal threats to the Kroger-Albertson's merger. Dave Stehlin, CEO of the Telecommunications Industry Association (TIA), joins to talk about recent “Buy American” legislation that may actually hurt Americans, why a waiver for BEAD funding is important, and other concerns about protectionism in a global economy amid a reported protectionist move by the Biden admin to curb investment in China. Hannah Elliott, Staff Writer with Bloomberg Businessweek, joins to discuss her recent column on Formula 1 Miami. Chris Ailman, Chief Investment Officer at the California State Teachers' Retirement System (CalSTRS), joins to discuss prepping for a recession and uncertainty surrounding public funding amid bank turmoil. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

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Bloomberg Wall Street Week April 7th, 2023

Play Episode Listen Later Apr 7, 2023 31:40 Transcription Available

On this edition of Wall Street Week, Chris Ailman, Calstrs CIO & Gillian Tett from the Financial Times on the week that was in the markets. Kipp Deveer, Ares Capital Head of Credit looks at the week ahead for banks. Plus, Former US Treasury Secretary Lawrence H. Summers looks ahead to the next Fed meeting. See omnystudio.com/listener for privacy information.

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Scott Chan, Deputy Chief Investment Officer, California State Teachers' Retirement System (CalSTRS)

AAAIM High ELI

Play Episode Listen Later Dec 22, 2022 65:38

Our guest for today's podcast is Scott Chan, Deputy Chief Investment Officer of the California State Teachers' Retirement System (better known as CalSTRS). CalSTRS is the largest teachers' retirement system and second largest public pension fund in the United States. A world-class financial services institution and state agency, CalSTRS is known for its unique organizational culture which emphasizes customer service, leadership and respect for its members and colleagues. What a pleasure it was for me and fellow AAAIM Board member, Susan Soh, to hear Scott's background and his path to becoming one of the most powerful people in finance. As Deputy CIO, Scott oversees CalSTRS' investment division and is responsible for leading a diverse and growing team of over 200 investment professionals. He manages eight critical investment functions including investment strategy and risk, global equities, fixed income, real estate, private equity, risk mitigating strategies, inflation sensitive and sustainable investment and stewardship strategies. What a mouthful… And, he reports directly into the great Chris Ailman who is highly regarded to be one of the best CIOs in the business. Direct investing; getting to net zero; embracing diversity, equity and inclusion – you want it, Scott delivers it… Without further ado, here is our conversation with Scott Chan.

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Bloomberg Wall Street Week: October 7th, 2022

Play Episode Listen Later Oct 10, 2022 32:11

On this edition of Wall Street Week, Erin Browne, PIMCO Portfolio Manager and Chris Ailman, CalSTRS CIO wrap up a weird week in the markets. Brad DeLong, U.C. Berkeley Professor of Economics joins Former US Treasury Secretary Lawrence H. Summers to discuss the long tail of history and it's effects on today. See omnystudio.com/listener for privacy information.

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73: PERSI's Bob Maynard – Retirement and Reflections on Career

[i3] Podcast

Play Episode Listen Later Jul 18, 2022 51:27

In this episode of the [i3] Podcast, we speak with Bob Maynard, Chief Investment Officer of the Public Employees Retirement System of Idaho (PERSI) at the eve of his retirement, after 30 years with the fund. We look back at how a job as the deputy attorney of Alaska saw him getting involved with investing and how he has stuck to his mantra of keeping it simple. “Whenever I get a bright idea, I go to a dark room and lay down until it has passed,” he quips. Bob addresses whether defined benefit systems are doomed, expels myths around US pension funds underfundedness and why he believes CalSTRS' Chris Ailman is the best CIO on the planet. 1:00 Moving to Alaska at a time when it was still a frontier state; the state was only 19 years old 6:00 Working on some of the largest oil and gas litigation cases in US history, including the Trans Alaska Pipeline case 9:00 The Alaska Permanent Fund and the link with oil and gas litigation 11:00 Slowly the fund moved away from just bonds to include real estate. So I couldn't afford my own house, but I knew how to buy an office block in New York. 12:00 Setting up the first currency program with the help of Fischer Black 13:30 Phone calls with Fischer Black locked you into a way of thinking about markets and I probably used that more than anything over the last 30 years. 15:00 [At PERSI] we only do eight to 10 things [in our investment strategy], but if I would be doing 25 things then currency would be in there. 16:00 The mean variance model is not that complicated 17:30 Joining PERSI you found a fund that was more than 60 per cent underfunded. Did you know that? 19:30 “The chair said: ‘Just get us in the middle of the pack', and I thought: ‘I can do that; I can be mediocre” 22:00 There are a thousand ways to invest. You just have to find the right way for your particular set of circumstances. 26:00 The 90s were a great time to be a 70/30 fund. 27:00 The best place to be in the last 10 years was the S&P 500 [index] 28:30 [Institutional investors] are not long term investors; we use it as propaganda to get us through tough times. 31:00 There are times in history where there is a fundamental shift in equity markets, but whether that means you should move out of equity markets…There have been a number of those [approaches] since the 1990s that looked at that and none of them have proven to be able to move through troubled times. 32:00 When there is excess liquidity in the system, all sorts of things work 36:30 The idea of what an unfunded liability is is completely misunderstood. Under an entry age normal accounting system we assume that people are going to earn double of what they earn today at the end of their career. If we would shut off the system today and look at the actual liabilities then we would be 140 - 150 per cent funded. 38:00 There are funds that are in trouble, but that is because some of them cut their contribution rate to below cost 45:00 Investing is about attitude: whenever I get a bright idea, I go to a dark room and lay down until it has passed 47:00 Listening and learning from other state pension funds' board meetings. I've learned more from listening to [Chris] Ailman than from my own fund; he is the best CIO in the world as far as I'm concerned. 50:00 You retire on 30 September 2022. Any plans? “I'm going to do what I do best: nothing”.

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Is Fossil-Fuel Divestment the Answer to Climate Change?

Perspectives

Play Episode Listen Later Oct 14, 2021 36:38

What does Chris Ailman, Chief Investment Officer for CalSTRS, the second largest public pension fund in the U.S., think about divestment vs. engagement and the investment risks vs. opportunities when it comes to climate change? Listen to a candid conversation with Chris and MSCI's CEO, Henry Fernandez.

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What does a low-carbon transition look like?

The Bid

Play Episode Listen Later Apr 8, 2021 26:36

After yet another year of record temperatures and extreme weather events, there’s more and more discussion about how we can fight climate change and get to a net zero future – an economy that emits no more carbon dioxide than it removes from the atmosphere by 2050. But what does this transition look like in practice?On the second episode of a five-part mini-series on megatrends, Chris Ailman, Chief Investment Officer of the California State Teachers’ Retirement System, and Salim Ramji, Global Head of iShares and Index Investments for BlackRock, share their perspective. They discuss why divesting is not enough to achieve net zero, what companies need to do to shift their business models, and why the low-carbon transition presents a potential investment opportunity.This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of date of publication and are subject to change. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable and are not guaranteed as to accuracy or completeness. This material may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. 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CalSTRS Ailman: Concerned For Markets When Fed Money Flood Ends

CIO Conversations with Betty Salanic

Play Episode Listen Later Apr 7, 2021 30:04

Chris Ailman, Chief Investment Officer at CalSTRS, on his current investment outlook and how he views Biden’s infrastructure plan. Shawn Donnan, Senior Trade and Globalization Reporter for Bloomberg, on how millions are tumbling out of the middle class in an historic setback. Danielle DiMartino Booth, CEO and Chief Strategist for Quill Intelligence LLC and former adviser to the Dallas Fed, on the Fed meeting and market risks. Tuna Amobi, Equity Analyst for CFRA Research, on the outlook for Carnival cruises as travel restarts. Hosted by Paul Sweeney and Matt Miller.

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Chris Ailman, CIO, California State Teachers’ Retirement System (Part 2)

Play Episode Listen Later Dec 15, 2020 28:50

Part 2: Chris Ailman, chief investment officer of California State Teachers’ Retirement System (CalSTRS), a $230 billion pension fund, which has a 72% female membership, shares his thoughts on the role the government should play in supporting individuals vs. equity markets during our current economic crisis. He also discusses his thoughts on active management in the era of COVID-19 and he describes the leadership role that CalSTRS has played and continues to play in furthering ESG Principles. (Recorded April 28, 2020)Check out Accelerate Investors programs and events (where you can connect with some of the chief investment officers live!) at https://accelerateinvestorsny.com/2020accelevents. Become an Accelerate Investors Sponsor.

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Chris Ailman, CIO, California State Teachers’ Retirement System (Part 1)

CIO Conversations with Betty Salanic

Play Episode Listen Later Nov 25, 2020 34:08

Chris Ailman, chief investment officer of California State Teachers’ Retirement System (CalSTRS), a $230 billion pension fund, which has a 72% female membership, discusses their risk mitigating strategies and innovative strategies and the role they play in the CalSTRS portfolio. He also discusses how we are in a health crisis vs. a financial crisis and where he sees investment opportunities. Additionally, he shares with us his thoughts on the CalSTRS emerging managers strategy. (Recorded April 28, 2020)Check out Accelerate Investors programs and events (where you can connect with some of the chief investment officers live!) at https://accelerateinvestorsny.com/2020accelevents. Become an Accelerate Investors Sponsor.

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Chris Ailman, Chief Investment Officer of CalSTRS

Talks at GS

Play Episode Listen Later Nov 12, 2020 13:28

In this episode, CalSTRS Chief Investment Officer Chris Ailman discusses leading the country’s second largest public pension fund through the pandemic, his long-term outlook on investing, and how he has incorporated ESG into his investing strategy. The interview is moderated by Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management. This podcast should not be copied, distributed, published or reproduced, in whole or in part, or disclosed by any recipient to any other person. The information contained in this podcast does not constitute a recommendation from any Goldman Sachs entity to the recipient. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of Goldman Sachs, and Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any recipient is not to be taken as constituting the giving of investment advice by Goldman Sachs to that recipient, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2020 Goldman Sachs & Co. LLC. All rights reserved.

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Rob Arnott Thinks We're in a Bubble, but Betting Against It is Dangerous

What'd You Miss This Week

Play Episode Listen Later Jul 11, 2020 31:58

This week, Chris Ailman, the CIO at CalSTRS, joined to discuss valuations, why he thinks the biggest election risk is a contested result and what he thinks about the recent top-heavy market rally. Nobel Laureate and Yale economics professor Robert Shiller came on to talk about the state of the U.S. housing market and his concerns about price drops over the next year. Then Rob Arnott, the chairman and co-founder of Research Affiliates, joined with insight on tech's out performance over the broader market.

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CalSTRS CIO: Forget Fundamentals, Better Off Owning Whole Market

Play Episode Listen Later Jul 7, 2020 29:38

Chris Ailman, Chief Investment Officer at CalSTRS, on why its time to rebalance your 401ks in the face of a sloppy W recovery. John Gittelsohn, Bloomberg investing and real estate reporter, on U.S. home prices seen falling 6.6% on covid impact. Rob Brown, Managing Director and CEO of North America for Lincoln International, on his outlook for M&A for the rest of the year. Bloomberg's Mark Niquette, corporate influence reporter, and Timothy O'Brien, Senior Opinion columnist, on the surprising recipients of the PPP small business bailout money. Hosted by Paul Sweeney and Vonnie Quinn.

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Elon Musk Takes a Gamble as Insurance Rates Skyrocket

Play Episode Listen Later Jun 15, 2020 30:28

Bloomberg's Jef Feeley, legal reporter, and Katherine Chiglinsky, insurance reporter, to discuss Tesla's new lawsuit shield against coronavirus claims. Chris Ailman, Chief Investment Officer at CalSTERS, on market volatility and the return to risk assets. Greg Stohr, Bloomberg legal reporter, on the Supreme Court decision to protect LGBT workers. Max Nisen, Bloomberg Opinion biotech and health care columnist, on why getting a flu shot this year will help in the battle against covid-19. Hosted by Paul Sweeney and Vonnie Quinn.

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Yes, Trump Can Send In The Military But Probably Won't: Feldman

Play Episode Listen Later Jun 3, 2020 30:53

Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, discusses his column: "Can Trump Send In the Military? Probably, Yes." Yelena Shulyatyeva, Senior U.S. Economist for Bloomberg Economics, on the second wave of layoffs coming for white-collar workers. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses the "ridiculous" amount of Fed stimulus to backstop markets. Timothy O'Brien, senior columnist for Bloomberg Opinion, discusses his column, "Zuckerberg and Facebook Reach a Tipping Point." Hosted by Lisa Abramowicz and Paul Sweeney.

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CalSTRS Likes Real Estate and PE, Cautious On Equities

Play Episode Listen Later Apr 1, 2019 30:08

Chris Ailman, Chief Investment Officer at CalSTRS Investments, on why he's neutrally positioned right now. Ellen Wald, President of Transversal Consulting, Senior Fellow at the Atlantic Council, and a Bloomberg Opinion columnist, peeks under the hood of Saudi Aramco. Dr. Sam Natapoff, President of Empire Global Ventures, on the Brexit vote outcome, and China trade talks. Colin Morris, Director of Adobe Analytics, on how consumers are interacting with their smart speakers and voice assistants. Hosted by Lisa Abramowicz and Paul Sweeney.

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Chris Ailman – CalSTRS’ Venerable CIO (Capital Allocators, EP.86)

Capital Allocators

Play Episode Listen Later Feb 11, 2019 73:59

Chris Ailman is the chief investment officer of the $220 billion pool for California State Teachers' Retirement System (CalSTRS). He joined CalSTRS back in 2000 after 4 years as CIO of the Washington State Investment Board and 11 years as CIO of the Sacramento Country Employees Retirement System. Chris is a legend in the business and the list of accolades for his work is longer that the list of my podcast episodes. Our conversation dives in with the flawed business model of government running a money management firm, looming retirement crisis, and challenges of governance and communication with a rotating Board. We then turn to the inner workings CalSTRS, including the use of internal and external managers, managing a long-term asset allocation cruise ship, inflation sensitive investments, risk mitigating strategies, private equity for a huge pool of capital, the innovation lab, ES and G, and building influence among large asset owners. Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast

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People Voted On Health Care, Not The Economy: Rep. Eshoo

Play Episode Listen Later Nov 15, 2018 32:18

Rep. Anna Eshoo, D-CA, discusses health care legislation and what the Democrats have in store when they take over the House in January. Chris Ailman, Chief Investment Officer at CalSTRS Investments, on banding together with other investors representing more than $4.8 trillion in assets to pressure gun manufacturers and sellers on gun safety. Tom Gann, Chief Public Policy Officer at McAfee, on why financials and the government face the biggest cyber risk. Kevin Murphy, CEO of Acreage Holdings, on going public in Canada, their acquisition push, and the future of cannabis legislation in the U.S. Broadcasting live from Bloomberg’s Government Next.2018 conference in Washington DC.

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CalSTR's Ailman: Market Shifting To Private Companies

Play Episode Listen Later Sep 11, 2018 40:02

Chris Ailman, Chief Investment Officer for CalSTRS, on his investment strategy, trade wars, and hedging the portfolio. Jim Anderson, CEO of SocialFlow, on creating a new blockchain-enabled digital advertising system that replaces the traditional ad model. Jeffrey Flynn, insurance analyst for Bloomberg Intelligence, and Brian Sullivan, energy and commodities reporter for Bloomberg, on Hurricane Florence, and which insurers are at risk. Mariana Mazzucato, economics professor and Director of the Institute for Innovation and Public Purpose at University College London, discusses her new book: "THE VALUE OF EVERYTHING: Making and Taking in the Global Economy." Hosted by Lisa Abramowicz and Pimm Fox.

Developing A Secure Nuclear Energy Strategy In Middle East: IP3

Play Episode Listen Later Apr 9, 2018 28:32

Guests: General (Ret.) Keith Alexander, U.S. Army, Co-founder and Director at IP3, on creating a strategy for secure economic development of nuclear energy in the Middle East, and implications for the region. Chris Ailman, Chief Investment Officer at CalSTRS Investments, discusses Facebook’s need to give voting rights to capital investors, and addresses the potentially material financial impact of climate change.Tom Fanning, Chairman, President & CEO, Southern Company, on his nuclear bet, investing in solar, and the future landscape of energy in the US. Sunpower CEO Tom Werner discusses new panel factory, tariffs, industry landscape and company outlook. Live from Bloomberg’s Future of Energy Global Summit in New York City.

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The World is Awash with Capital, Ailman Says

Play Episode Listen Later Mar 1, 2018 30:04

Katie Stockton, Fairlead Strategies Founder & Managing Partner, says in the corrective phase, they saw sentiment go from extremely bullish to bearish in a matter of days. Chris Ailman, California State Teachers' Retirement System (CalSTRS) CIO, reports that last year their total return was 14%. Jonathan Miller, Miller Samuel President & CEO, says a significant amount of retail outlets are running into trouble. George Friedman, Geopolitical Futures Founder & Chairman, says China and Russia are two constrained military powers trying to pass on the world stage as if they were much more powerful. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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The World is Awash with Capital, Ailman Says

Play Episode Listen Later Mar 1, 2018 29:19

Katie Stockton, Fairlead Strategies Founder & Managing Partner, says in the corrective phase, they saw sentiment go from extremely bullish to bearish in a matter of days. Chris Ailman, California State Teachers’ Retirement System (CalSTRS) CIO, reports that last year their total return was 14%. Jonathan Miller, Miller Samuel President & CEO, says a significant amount of retail outlets are running into trouble. George Friedman, Geopolitical Futures Founder & Chairman, says China and Russia are two constrained military powers trying to pass on the world stage as if they were much more powerful.

ceo china russia capital managing partners jonathan miller awash george friedman chris ailman

We'll See a Split in Market Research, Ailman Says

Play Episode Listen Later Sep 26, 2017 38:28

Chris Ailman, CIO of CalSTRS, says we'll see a split in market research and when it's valuable, people should be willing to pay for it. OPEC's power is diminishing but it still has the power to jawbone the price of oil, Bloomberg Intelligence's Mike McGlone says. Senator Chris Van Hollen, a Democrat from Maryland, says his party needs to refocus on what the Democratic party has always stood for: the chance for everybody to have a good job and decent future. Former Health and Human Services Secretary Kathleen Sebelius says more competition is the best rate restrictor in health care. Finally, Joel L. Fleishman, a professor at Duke University, talks about his book "Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow?" and says the most interesting things in life are the ones that can't be measured. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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We'll See a Split in Market Research, Ailman Says

Play Episode Listen Later Sep 26, 2017 37:43

Chris Ailman, CIO of CalSTRS, says we'll see a split in market research and when it's valuable, people should be willing to pay for it. OPEC's power is diminishing but it still has the power to jawbone the price of oil, Bloomberg Intelligence's Mike McGlone says. Senator Chris Van Hollen, a Democrat from Maryland, says his party needs to refocus on what the Democratic party has always stood for: the chance for everybody to have a good job and decent future. Former Health and Human Services Secretary Kathleen Sebelius says more competition is the best rate restrictor in health care. Finally, Joel L. Fleishman, a professor at Duke University, talks about his book "Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow?" and says the most interesting things in life are the ones that can't be measured.

investing maryland democrats democratic split duke university cio opec market research fleishman chris van hollen calstrs former health joel l chris ailman

Howard Marks Says to Expect 5% Returns Now If You Start From Scratch

Play Episode Listen Later Aug 1, 2017 29:30

Howard Marks, co-chairman and co-founder of Oaktree Capital Group, talks about using leverage in today's markets and what kind of returns investors should expect. Chris Ailman, chief investment officer at CalSTRS Investments, tells Pimm Fox and Lisa Abramowicz why he's been taking profit and de-risking assets and using private equity. Finally, John Butler, a senior telecom services and equipment analyst at Bloomberg Intelligence, talks about Sprint earnings and gives a preview of Apple earnings.

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P&L: Consumer Confidence's Nine-Year High Is 'Screamingly Good'