Podcasts about CIO

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  • 2,761PODCASTS
  • 9,456EPISODES
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  • May 16, 2022LATEST

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Best podcasts about CIO

Show all podcasts related to cio

Latest podcast episodes about CIO

Capital Allocators
Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)

Capital Allocators

Play Episode Listen Later May 16, 2022 62:55


Larry Kochard is the CIO at Makena Capital Management, a $20 billion OCIO formed by senior executives from the Stanford Management Company in 2005. Larry joined Makena in 2018, following a storied career serving as CEO and CIO of University of Virginia Investment Management Company, as the first CIO at Georgetown University, and as Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System. He was an early guest on Capital Allocators discussing his path, and that conversation is replayed in the feed. This time around we discuss Larry's transition to Makena, the differences between leading endowments and an OCIO, and his perspective on specialist versus generalist teams. We then dive into different investment opportunities across crossover funds, hedge funds, co-investments, REITs, venture capital, emerging markets, real assets, and crypto. We close with Larry's take on market risks, opportunities, and managing his team. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍

Capital Allocators
[REPLAY] - Larry Kochard – Endowment Professor (Capital Allocators, EP.11)

Capital Allocators

Play Episode Listen Later May 16, 2022 65:19


Larry Kochard is the CEO and CIO of the University of Virginia Investment Management Company (UVIMCO), where he provides leadership, connectivity to the University, and responsibility for the University's $8.5 billion long-term investment pool.  Before joining UVIMCO in 2011, he served as Georgetown University's first in-house CIO. Prior to that, he was Managing Director of Equity and Hedge Fund investments for the Virginia Retirement System.  From 1997-2004, Larry was an adjunct, and later full-time, professor at Virginia's McIntire School of Commerce.  He spent his formative professional years in debt capital markets at Goldman Sachs, and corporate finance at Fannie Mae and DuPont. Larry received his B.A. in Economics from William & Mary, an MBA from the University of Rochester, and an MA and PhD in Economics from the University of Virginia. Our conversation covers tricky issues involving the internal management of portfolios alongside external manager allocations, UVIMCO's five core principals, and the consideration of absolute and relative metrics in asset allocation and performance. Our deep dive on UVIMCO's core principals and asset allocation provides an inside look at the subtleties required to maintain seemingly simple tenants. I'm quite sure everyone that touches the University of Virginia will come away thrilled that Larry is the steward of their capital. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍

Today in Health IT
Newsday - Is the Role of the CIO still a Desirable Role?

Today in Health IT

Play Episode Listen Later May 16, 2022 32:28


May 16, 2022: https://www.linkedin.com/in/ryanzwitt/ (Ryan Witt), Industries Solutions and Strategy Leader at https://www.proofpoint.com/us (Proofpoint) joins Bill for the news. It's not as obvious as it once was, who the next round of CIOs will be. Has the role changed? Is it becoming more operational? Is it still desirable? How can we develop the next generation? Mental health apps have worse privacy policies for users than most other app categories, according to a Mozilla report. In a rare show of alliance, Apple, Google and Microsoft have joined forces to expand support for passwordless logins across mobile, desktop and browsers. And Apple has spent decades building its walled garden. Is it starting to crack? Key Points: The CISO role has been elevated to board level conversations. Is the CIO role becoming more operational? If you haven't given the App money, then YOU are the product Google is not a search engine. It's an information tracking engine. https://www.proofpoint.com/us (Proofpoint) - https://www.proofpoint.com/us Stories: https://www.beckershospitalreview.com/digital-health/most-mental-health-apps-have-exceptionally-creepy-privacy-practices-report-finds.html (Most mental health apps have 'exceptionally creepy' privacy practices, report finds - Beckers) https://techcrunch.com/2022/05/05/apple-google-microsoft-passwordless-logins/?guccounter=2&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS91cmw_cT1odHRwcyUzQSUyRiUyRnRlY2hjcnVuY2guY29tJTJGMjAyMiUyRjA1JTJGMDUlMkZhcHBsZS1nb29nbGUtbWljcm9zb2Z0LXBhc3N3b3JkbGVzcy1sb2dpbnMlMkYlM0ZndWNjb3VudGVyJTNEMSZzYT1EJnNvdXJjZT1kb2NzJnVzdD0xNjUyMTM4NTM0Njk3NTU2JnVzZz1BT3ZWYXczTDljOUhxc3dqZC0zVV9Bb3RCQzdQ&guce_referrer_sig=AQAAADAMUj5e5jko8lxWYoZiRxVRe_1rLkjnQSlzPz9PvdAWmdG4wFptTZGwhnRJSzj-h_ZoVx6JPWvag29ZilcSfUcWoEKXw6_G7mOFSbTravctFPs4lNPLLglGSxPtEjq8Cy-wM4-rRjboZaZC2gqdr7ljIheN0nQrT4kzNagZMvAw (Apple, Google, and Microsoft team up on passwordless logins - Tech Crunch) https://www.marketwatch.com/story/apple-has-spent-decades-building-its-walled-garden-it-may-be-starting-to-crack-11651762698 (Apple has spent decades building its walled garden. It may be starting to crack - MarketWatch)

Astor Investment Management
Stock Market Tantrums

Astor Investment Management

Play Episode Listen Later May 15, 2022 18:06


Astor's CEO, Rob Stein, and CIO, John Eckstein, discuss changes in labor market, updates on the Fed, and recent stock market tantrums. The post Stock Market Tantrums appeared first on Astor Investment Management.

ceo fed stock market cio tantrums astor astor investment management
Becker’s Healthcare Podcast
Donna Roach, CIO of University of Utah Health

Becker’s Healthcare Podcast

Play Episode Listen Later May 15, 2022 12:23


This episode features Donna Roach, CIO of University of Utah Health. Here, she joined the podcast to talk about the future of virtual health and evolution of IT teams.

IT Masters Update
Update 109

IT Masters Update

Play Episode Listen Later May 15, 2022 8:03


Elon Musk congela la compra de Twitter | Google se muestra más aterrizada al futuro | Mercado Libre obtuvo autorización para operar como fintech en México | Tu Habi se convierte en el primer unicornio proptech | “Así lo dijo” el CEO de Red Hat l Ana Laura Santacruz, CIO de Citrofrut, nos da el IT Masters Insight de la semana

Top Traders Unplugged
SI192: Knowing What You Don't Know ft. Mark Rzepczinsky

Top Traders Unplugged

Play Episode Listen Later May 15, 2022 70:44


Mark Rzepczynski joins us in today's episode to discuss inflation and how it threatens the economy, the power and paranoia of Trend Following and how you make the most money as a Trend Follower, what history tells us about common risks and diversification, portfolio construction and whether having more markets gives you better returns, the timing of Trend Following and why you need to have it as a core allocation, how to build the optimal portfolio and why bonds currently may not warrent an allocation, Sci-Fi vs. Fin-Fi and how the FED being behind the curve affects Trend Following, why bond vigilantes are back and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Mark on https://twitter.com/mrzepczynski (Twitter). Episode TimeStamps: 00:00 - Intro 04:15 - Inflation 09:09 - Trend Following update 13:00 - Trends trends trends 28:49 - Portfolio construction 42:50 - Timing of Trend Following 49:12 - The Optimal Portfolio 55:12 - Sci-Fi vs. Fin-Fi 01:04:16 - China and future growth 01:06:07 - Overview of performance Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

Bloomberg Businessweek
Elon Musk Sows Doubt Over His Twitter Takeover

Bloomberg Businessweek

Play Episode Listen Later May 13, 2022 37:31


Bloomberg News West Coast Correspondent Ed Ludlow reports on Elon Musk saying his $44 billion Twitter deal is on hold but that he is still committed to it. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, discusses Covid surging again in the U.S. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Rates Reporter Michael Mackenzie break down Michael's Businessweek Magazine story With the Investing Party Over, Markets Start to Make Sense Again. Chiente Hsu, Co-Founder of Alex, shares her thoughts on this week's Terra turbulence in the crypto market. And we Drive to the Close with Victoria Greene, CIO at G-Squared Private Wealth. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.   See omnystudio.com/listener for privacy information.

The InspireCIO Podcast
Creating Culture to Retain Talent, with Ajoy Kodali, CVS

The InspireCIO Podcast

Play Episode Listen Later May 13, 2022 34:19


Does your technology strategy help you retain talent? Today's conversation features DallasCIO Member Ajoy Kodali, SVP of CVS Health and CIO of CVS Caremark. Jonathan Frye, President of InspireCIO, had the pleasure of sitting down with Ajoy to discuss creating a culture and strategy to retain talent.If you are a CIO looking to grow your network of trusted peer relationships, please visit inspirecio.com/podcast to find a chapter near you.

Rich Pickings: Fidelity's Asset Allocation Podcast
Fidelity's CIO on growth risks and the safe harbours for portfolios

Rich Pickings: Fidelity's Asset Allocation Podcast

Play Episode Listen Later May 13, 2022 24:06


Editor in Chief Richard Edgar returns for this month's CIO update. He's joined by Fidelity's Global Chief Investment Officer Andrew McCaffery to discuss the risks for growth, how central banks are navigating inflation, and what this all means for asset allocation including a look at alternatives.  See omnystudio.com/listener for privacy information.

About Mansfield
Consumer Advice Series - Having Faith in the Future

About Mansfield

Play Episode Listen Later May 13, 2022 12:14


Talking about your wealth with Wealth Building Made Simple podcast host and CIO of Stone Hill Wealth Management Phillip Washington, Jr. What do Jeff Bezos, Elon Musk, Bill Gates, John D Rockefeller, Henry Ford, Andrew Carnegie, and Phillip Washington, Jr. all have in common? They all have faith in the future. Do you?Phillip Washington, Jr.Stone Hill Wealth Managementwww.StoneHillWealthManagement.comAbout Mansfield PodcastNews, talk and information about Mansfield, Texaswww.AboutMansfield.com

First Look ETF
First Look ETF: Exploring Multi-sector ETFs, Business Disrupters & Global Shipping

First Look ETF

Play Episode Listen Later May 13, 2022 17:27


In this episode of First Look ETF, Stephanie Stanton @ETFguide examines new ETFs that invest in the global shipping industry (SEA), invest in business disrupters (NBDS) and offer a tactical multi-sector investing approach (TACK). The guest lineup for this episode includes:--Douglas Yones, ChFC, Head of Exchange Traded Products at NYSE--Frank Holmes, CEO and CIO at U.S. Global Investors --Jason Tauber, CFA and Portfolio Manager at Neuberger Berman--Katie Stockton, CMT and Founder at Fairlead Strategies *********First Look ETF is sponsored by the New York Stock Exchange. Learn more at http://www.HomeofETFs.com

Where We Buy: Retail Real Estate with James Cook
Developing a Grocery-Anchored Shopping Center - Where We Buy #204

Where We Buy: Retail Real Estate with James Cook

Play Episode Listen Later May 12, 2022 32:19


Jesse Shannon talks about what he's learned developing Publix-anchored shopping centers in the Southeast: What makes Publix a unique grocer; how medical tenants are now attracted to grocery centers; and the dramatic shift in investor demand during the pandemic.   Jesse Shannon is the CIO of Branch Properties, which has developed and managed over $2.5 billion in assets.   James Cook is the director of retail research in the Americas for JLL.    Subscribe: Apple Podcasts | Spotify | Google Podcasts Listen: WhereWeBuy.show  Alexa: Say "Enable the Where We Buy skill"   Email: jamesd.cook@am.jll.com    Watch our week video show, Everything We Know About Retail: http://everythingweknow.show/   Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061    Read more retail research here:  http://www.us.jll.com/retail   Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.

Uncommon Core
The Merge - with Danny Ryan, Tim Beiko, and Hasu (Part 1)

Uncommon Core

Play Episode Listen Later May 12, 2022 70:30


Listen to conversations between two veterans of the crypto industry: Su Zhu, CEO and CIO of Three Arrows Capital, and Hasu, Strategy lead at Flashbots. Exploring the big ideas in crypto from first principles. In this episode, Hasu sits down with two Ethereum Foundation researchers, Danny Ryan and Tim Beiko, to explore Ethereum's upcoming transition to PoS. Topics discussed include: Why do blockchains need consensus? How does PoW consensus work today, and how will it change after PoS? What happens between the last block of PoW and the first block of PoS? The role of client modularity and diversity How to test for such an important upgrade 00:00 Intro and guests 03:02 Proof of Stake since 2017 08:18 PoS - Idea to production 12:24 Why do Blockchains need consensus? PoW & PoS Basics 22:21 Why switch to PoS? 37:03 The Merge - How does it happen? 45:14 The Merge - Unbundling of the Consensus & Execution layer 1:01:45 How do you test for such an important upgrade? 1:09:55 End SUBSCRIBE to the Podcast Apple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4 Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIw Youtube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw== Other https://anchor.fm/uncommoncore FOLLOW your hosts Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/ Transcripts, if available https://uncommoncore.co/blog/

The Goldmine
How Do I Survive a Bear Market?

The Goldmine

Play Episode Listen Later May 12, 2022 28:04


On episode 27 of Portfolio Rescue, Ben and Duncan are joined by Barry Ritholtz! Barry is the host of the Masters in Business podcast and Chairman and CIO of Ritholtz Wealth Management. Submit your questions to askthecompoundshow@gmail.com!Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribeCheck out The Compound shop: https://www.idontshop.comLearn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See acast.com/privacy for privacy and opt-out information.

The Real Investment Show Podcast
Inflation: The Hotter the Better?

The Real Investment Show Podcast

Play Episode Listen Later May 12, 2022 48:01


(5/12/22) Inflation is running hotter than the Fed would like; the major indexes are masking the reality of underlying stocks' plight; dealing with margin debt is playing a role in market's performance; 4 out of 8 CPI sectors were elevated in April--oddly, Energy was not one of them. Month/Month and Year/Year comparisons actually showed a decline; former Fed'er Bill Dudley continues to call out the FOMC for its "handling" of the economy; the NFIB survey is at it's lowest ebb ever. No one is immune to emotion; understanding the dynamics between Inflation & Economic Growth; why being long on the dollar has been among the best investments this year; Cryptocurrency: Why it's NOT a fiat currency; Bitcoin is basically an asset, to be traded like at ETF. Luna, Terra, and Stablecoin. SEG-1: Inflation Is Running Hotter than Expected (by the Fed) SEG-2: The Math Behind CPI--It's Impossible to Calculate SEG-3: What Kind of Bear Market Are We In? SEG-4: The Thing About Cryptocurrency Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=efklhOarIxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: Cryptocoins Under Pressure," is here: https://www.youtube.com/watch?v=yFyiWgEuxgA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Beware of Recency Bias," is here: https://www.youtube.com/watch?v=W5proelkbBI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/investor-sentiment-is-so-bearish-its-bullish/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #Bitcoin #FederalReserve #BuyingTheBottom #Cryptocurrency #Stablecoin #BearMarket #Markets #Money #Investing

Lance Roberts' Real Investment Hour
Inflation: The Hotter the Better?

Lance Roberts' Real Investment Hour

Play Episode Listen Later May 12, 2022 48:00


(5/12/22) Inflation is running hotter than the Fed would like; the major indexes are masking the reality of underlying stocks' plight; dealing with margin debt is playing a role in market's performance; 4 out of 8 CPI sectors were elevated in April--oddly, Energy was not one of them. Month/Month and Year/Year comparisons actually showed a decline; former Fed'er Bill Dudley continues to call out the FOMC for its "handling" of the economy; the NFIB survey is at it's lowest ebb ever. No one is immune to emotion; understanding the dynamics between Inflation & Economic Growth; why being long on the dollar has been among the best investments this year; Cryptocurrency: Why it's NOT a fiat currency; Bitcoin is basically an asset, to be traded like at ETF. Luna, Terra, and Stablecoin. SEG-1: Inflation Is Running Hotter than Expected (by the Fed) SEG-2: The Math Behind CPI--It's Impossible to Calculate SEG-3: What Kind of Bear Market Are We In? SEG-4: The Thing About Cryptocurrency Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=efklhOarIxg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: Cryptocoins Under Pressure," is here: https://www.youtube.com/watch?v=yFyiWgEuxgA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Beware of Recency Bias," is here: https://www.youtube.com/watch?v=W5proelkbBI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/investor-sentiment-is-so-bearish-its-bullish/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #Bitcoin #FederalReserve #BuyingTheBottom #Cryptocurrency #Stablecoin #BearMarket #Markets #Money #Investing

Innovation and the Digital Enterprise
Vulnerability in Leadership with Edward Wagoner

Innovation and the Digital Enterprise

Play Episode Listen Later May 12, 2022 40:59


Edward Wagoner, CIO ofhttps://www.us.jll.com/ ( JLL), acknowledges what many C-suite executives do not: leaders are human. In his 26 years at JLL, Edward has seen tremendous company growth—investment in data and proptech, the purchase of two AI companies, and a serious effort to recruit the highest-level data scientists—and he's had to grow as well.  In this episode, Edward talks about innovating the ways that we work together (in digital and physical space) and building environments that suit meaningful collaboration. He shares insight into JLL's expansion and investments, including their focus on sustainability. Reflecting on his own journey, Edward discusses the essential role vulnerability holds in personal and professional growth and the obstacles he's overcome to lead with authenticity.    (1:25) – Looking ahead athttps://www.us.jll.com/ ( JLL) (7:46) – Examining and improving carbon impact (11:19) – Bringing in the best of the best (14:58) – CIO community in Chicago (16:29) – Acceleration from COVID-19 (18:16) – Examining the hybrid approach (24:22) – Soliciting feedback (29:48) – Ed's journey (33:52) – “Do glass-breaking change on yourself” (37:30) – Working with difficult people (39:13) – The power of authenticity Edward Wagoner is the Chief Information Officer at https://www.us.jll.com/ (JLL) focusing on the intersection of the digital and physical workplace. He has worked in various capacities at JLL over his 26-year career in the company, and he holds a bachelor's degree from Bob Jones University. In his personal and professional life, Edward operates under the principals of authenticity, vulnerability, and transparency. If you'd like to receive new episodes as they're published, please subscribe to Innovation and the Digital Enterprise in https://podcasts.apple.com/us/podcast/innovation-and-the-digital-enterprise/id1451753709?mt=2 (Apple Podcasts), https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy50cmFuc2lzdG9yLmZtL2lubm92YXRpb24tYW5kLXRoZS1kaWdpdGFsLWVudGVycHJpc2U%3D (Google Podcasts), https://open.spotify.com/show/3fOSh73F3sjyK7TIMFSOc1?si=uRAeLNvjQjmbnFjzWIvMlg (Spotify) or wherever you get your podcasts. If you enjoyed this episode, please consider leaving a review in https://podcasts.apple.com/us/podcast/innovation-and-the-digital-enterprise/id1451753709?mt=2 (Apple Podcasts). It really helps others find the show. https://www.dante32.com/ (Podcast episode production by Dante32.)

Healthcare Entrepreneur Academy Podcast
#251: Adding Value to Sell, Market, & Distribute Innovative Healthcare Solutions with Bruce Lieberthal

Healthcare Entrepreneur Academy Podcast

Play Episode Listen Later May 12, 2022 42:56


Jason A. Duprat, Entrepreneur, Healthcare Practitioner, and Host of the Healthcare Entrepreneur Academy podcast, discuss cutting-edge medical solutions and technologies with Bruce Lieberthal, a former practicing dentist who is now a chief innovations officer at Henry Schein, Inc. Bruce explains how he evaluates innovative solutions, advise medical and dental business units on emerging trends, and connect the company's sales, marketing, and distribution capabilities with new products for better practices and deliver excellent patient care.   EPISODE HIGHLIGHTS Bruce was a practicing dentist. Before his CIO role at Henry Schein, Inc., he was vice president for emerging technologies at the same company. He is also the founder of Direct Vision Software and general manager of Discus Dental Software. Bruce has been a leading provider of dental technology for almost 35 years. Entrepreneurship runs in Bruce's family. Bruce pursued dentistry, and everything he knew about technology was all self-taught. It was with the help of his friends that Bruce tested out making a business that generates revenue out of creating software. Creating a dental software was a shot in the dark at the time, yet Bruce pushed through. Mergers and acquisitions are like the marriage of businesses. Henry Schein, Inc. provides opportunities to entrepreneurs so they can present their innovations to the world stage.   3 KEY POINTS Turn passion into a business that generates revenue. Having good relationships with the right people helps you achieve success. Find people who add value to the company, so the business grows.   TWEETABLE QUOTES  “You can't be an island unto yourself. You can't be the king of the world. You have to understand that it's about people, and you must surround yourself with the absolute best people. That's the only way the business grows.” – Bruce Lieberthal “If you want the business to grow, you have to depend on others who have talents that you don't have, and time to execute on those talents that you don't have.” – Bruce Lieberthal   RESOURCES Bruce's website – https://www.henryschein.com/   Have a healthcare business question? Want to request a podcast topic? Text me 407-972-0084 and I'll add you to my contacts. Occasionally, I'll share important announcements and answer your questions as well. I'm excited to connect with you!   Do you enjoy our podcast? Leave a rating and review: https://lovethepodcast.com/hea   Don't want to miss an episode? Subscribe and follow: https://followthepodcast.com/hea   #HealthcareEntrepreneurAcademy #healthcare #HealthcareBoss #entrepreneur #entrepreneurship #podcast #businessgrowth #teamgrowth #digitalbusiness

Team Performance - Winning Ways for Uncertain Times

Introverts thrive professionally in high teamwork environments. If you enjoy going to movies and restaurants alone...If you find that after meeting with a group of people for work, a party, or any gathering makes you feel like you want to take a nap...If you would rather listen than talk...you may be an introvert. Knowing whether you are an introvert or an extrovert is very helpful. It will help you to know how perform your best. It will help you as you collaborate in teams. Christian Napier and Spencer Horn are joined by expert introvert, CIO, and CTO, Quinn Jones. They discuss how to succeed as an introvert in a team environment.

Itaú Views
3 perguntas | André Caldas

Itaú Views

Play Episode Listen Later May 11, 2022 7:22


André Caldas, CIO de renda variável na Clave Capital, comenta o cenário para a bolsa brasileira, seu call setorial e o apetite do investidor estrangeiro para ativos no Brasil.

Barron's Live
Managing Your Money: Investing Lessons from Warren Buffett

Barron's Live

Play Episode Listen Later May 11, 2022 42:02


Bestselling author Robert G. Hagstrom, CIO and a senior portfolio manager at EquityCompass, speaks with Barron's senior writer Lauren Foster about the investing mindset and ideas that have shaped Warren Buffett's legendary career and shares take-aways from the 2022 Berkshire Hathaway shareholder meeting along with his outlook on financial markets.

The Real Investment Show Podcast
Beware of Recency Bias

The Real Investment Show Podcast

Play Episode Listen Later May 11, 2022 47:59


(5/11/22) Utopia vs Dystopia is like theory vs reality: Why the Government's solution for fighting inflation never works; Should you buy the dip? Why buy the market bottom is a bear trap for investors; the best investment I ever made; what advisors are telling people that's good and bad; recency bias and investor psychology; contrarian investing strategies; Benchmarking progress over a two-year span; Why you should get out of the market now. SEG-1: Why Gov't. Solutions for Inflation Don't Work SEG-2: Buying the Bottom: The Bear Trap for Investors SEG-3: The Best Investment I Ever Made SEG-4: Contrarian Strategies and Active Portfolio Management Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=W5proelkbBI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s -------- Our Latest "Three Minutes on Markets & Money: Will CPI Be Sticky?" is here: https://www.youtube.com/watch?v=z-cpP0UMoUM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "The Relentless Fed" is here: https://www.youtube.com/watch?v=7a_llwpuVLU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2587s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/investor-sentiment-is-so-bearish-its-bullish/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #FederalReserve #BuyingTheBottom #BearTrap #PermanentLifeInsurance #ContrarianInvesting #Markets #Money #Investing

Lance Roberts' Real Investment Hour
Beware of Recency Bias

Lance Roberts' Real Investment Hour

Play Episode Listen Later May 11, 2022 47:58


(5/11/22) Utopia vs Dystopia is like theory vs reality: Why the Government's solution for fighting inflation never works; Should you buy the dip? Why buy the market bottom is a bear trap for investors; the best investment I ever made; what advisors are telling people that's good and bad; recency bias and investor psychology; contrarian investing strategies; Benchmarking progress over a two-year span; Why you should get out of the market now. SEG-1: Why Gov't. Solutions for Inflation Don't Work SEG-2: Buying the Bottom: The Bear Trap for Investors SEG-3: The Best Investment I Ever Made SEG-4: Contrarian Strategies and Active Portfolio Management Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=W5proelkbBI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s -------- Our Latest "Three Minutes on Markets & Money: Will CPI Be Sticky?" is here: https://www.youtube.com/watch?v=z-cpP0UMoUM&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "The Relentless Fed" is here: https://www.youtube.com/watch?v=7a_llwpuVLU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2587s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/investor-sentiment-is-so-bearish-its-bullish/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #FederalReserve #BuyingTheBottom #BearTrap #PermanentLifeInsurance #ContrarianInvesting #Markets #Money #Investing

Top Traders Unplugged
GM14: The Dark Side of Renewable Energy ft. Adam Rozencwajg

Top Traders Unplugged

Play Episode Listen Later May 11, 2022 76:48


Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins us in today's episode to discuss ESG policies, the emerging energy crisis, and the new battle between the Climate-Green and the Nature-Green. We also dive into how the energy sector has evolved over time and the dark sides of renewable energy, why Moore's Law does not apply to wind and solar energy, how cheap energy leads to distortion and malinvestment of energy, how the argument of human extinction skews the energy debate, nuclear energy and how it might be a solution to the climate crisis, how de-globalization has made the energy sector more vulnerable and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Adam on https://www.linkedin.com/in/adam-rozencwajg-770614 (LinkedIn). Episode TimeStamps: 00:00 - Intro 05:12 - Adam's background & the history of Energy 13:58 - The Dark side of Renewable energy 29:11 - Moore's Law 36:54 - Malinvestment and creative destruction 44:33 - The renewable energy debate 52:34 - Nuclear energy 01:04:54 - De-globalization and its consequences 01:09:42 - Link between energy prices and GDP 01:13:00 - Rounding off https://www.youtube.com/watch?v=Jz75yScqPpQ&t=6s&ab_channel=Goehring%26Rozencwajg (Link: History of Energy G&R Video) Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

Off the Chain
#954 Travis Kling On Why The Fed Is Crashing The Market Intentionally

Off the Chain

Play Episode Listen Later May 10, 2022 67:00


Travis Kling is the Founder & CIO of Ikigai Asset Management In this conversation, we discuss the market crash & the macro environment, where Bitcoin's price may fall to, what he expects the Fed will do in the coming months. the large pool of capital that is pouring into the Crypto industry, and how you can make money during a recession. ======================= LMAX Digital - the market-leading solution for institutional crypto trading & custodial services - offers clients a regulated, transparent and secure trading environment, together with the deepest pool of crypto liquidity. LMAX Digital is also a primary price discovery venue, streaming real-time market data to the industry's leading analytics platforms. LMAX Digital - secure, liquid, trusted. Learn more at LMAXdigital.com/pomp ======================= The Pod Pro Cover by Eight Sleep is the most advanced solution on the market for thermoregulation. It pairs dynamic cooling and heating with biometric tracking. Go to https://www.eightsleep.com/Pomp to check out the Pod Pro Cover and save $150 at checkout. Eight Sleep currently ships within the USA, Canada, and the UK. ======================= The world's 2nd largest crypto exchange, OKEx, has dropped the "E" to become OKX, reflecting its evolution from a traditional crypto exchange to a comprehensive, cross-platform crypto services provider. With OKX's decentralized platform and Web3 wallet, MetaX, you have full custody over your crypto. Explore DeFi, NFTs and play-to-earning gaming with the world's most powerful crypto exchange. Visit OKX.com to learn more. =======================

Artificial Intelligence in Industry with Daniel Faggella
Keys to Creating AI-Enabled Digital Products - with Matt Berseth of NLP Logix

Artificial Intelligence in Industry with Daniel Faggella

Play Episode Listen Later May 10, 2022 29:05


Today's guest is Matt Berseth, Co-Founder and CIO of NLP Logix. NLP Logix is a fast-growing AI services firm based in Florida that serves both the public and private sectors. In this episode, we're exploring the transition from light involvement in data and data science to much more deep participation, where there are a lot of transferable lessons in adoption ideas. We also discuss the lasagna vs. pizza analogy from an excellent past interview. Matt describes how we can take the data leveraged by that product and use it to help the users save time, give them more convenience, or open up more capabilities. He also articulates the gradual process of working at the surface level, learning lessons, and rebuilding some of the core components of a product. This episode is brought to you by NLP Logix. To learn more about Emerj Media and how we help AI services firms reach a global audience, be sure to visit emerj.com/ad1.

Mission Money
Bert Flossbach: "Zweistellige Inflationsraten sind möglich!“

Mission Money

Play Episode Listen Later May 10, 2022 102:38


Wie hat der Krieg in der Ukraine die Strategie von Investment-Profis verändert? Wir fragen nach bei Bert Flossbach. Der bekannte Fondsmanager und CIO von Flossbach von Storch erklärt im exklusiven Interview, wie er mit der neuen Realität umgeht, warum er bei der Inflation noch Schlimmeres befürchtet, bei welchen Aktien er jetzt noch Chancen sieht und wie scharf die Zinswende am Ende wirklich ausfällt...

Real Vision Presents...
Can We Tame Inflation Without Tanking Growth?

Real Vision Presents...

Play Episode Listen Later May 10, 2022 36:21


The Dow Jones Industrial average was down 1.3%, the S&P 500 2.4%, and the Nasdaq Composite 3.4%, late in Monday's trading, as last week's sell-off continues. Ongoing supply chain problems, new pandemic-related lockdowns in China, and Russia's war on Ukraine only make the Federal Reserve's choices more complex as it tries to restrain inflation without tanking the economy. The yield curve steepened sharply, with the difference between the five-year note and the 30-year bond widening to a six-week high. “The bond market is doing the Federal Reserve's job for them,” notes Jared Dillian. “The Fed is too slow in raising the federal funds rate, so the bond market is taking over.” Dillian, editor of The Daily Dirtnap, joins Real Vision's Maggie Lake for today's Daily Briefing to talk about what the bond market knows, what the equity market is figuring out, and what investors can do to protect themselves amid surging volatility. And we hear from Pierre Andurand, CIO of Andurand Capital, about how structural issues plaguing commodities markets could trigger a global financial crisis. Watch the full interview with Pierre Andurand and Raoul Pal here: https://rvtv.io/3MYL3dx Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3N0C0IX Learn more about your ad choices. Visit megaphone.fm/adchoices

ETF Edge
Finding momentum in a down market

ETF Edge

Play Episode Listen Later May 9, 2022 26:56


CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it's momentum trading or put options. Plus, what are the latest flows telling us about the ETF landscape right now during these turbulent times? In the Markets 102' portion of the podcast, Bob continues the conversation with Tom Lydon from ETF Trends.

Italiano Automatico Podcast
Episode 498: 10 Connettivi Essenziali Per Parlare In Italiano | Imparare l’Italiano

Italiano Automatico Podcast

Play Episode Listen Later May 9, 2022 12:40


Metti subito alla prova il tuo italiano! INIZIA IL QUIZ: https://bit.ly/3w6J7bS Lista d'attesa Italiano Per La Vita: https://italianoautomatico.lpages.co/lista-dattesa-italiano-per-la-vita/ Nella lezione di oggi imparerai i 10 connettivi testuali più usati nella lingua italiana. I connettivi testuali sono preposizioni, congiunzioni, espressioni o avverbi che si utilizzano per collegare più frasi tra loro. Con queste parole riuscirai infatti a esprimerti in modo più corretto, collegando più frasi e pensieri tra loro per sviluppare un discorso lineare e farti capire meglio quando parli in italiano. Se vuoi parlare l'italiano in modo naturale, come fa un nativo, allora devi sapere queste parole che sono importantissime per raggiungere la fluidità in italiano.10 Connettivi Essenziali Per Parlare In Italiano:1. CIOÈ2. E3. PERCHÉ4. QUINDI5. MA6. INFATTI7. PERCIÒ8. MENTRE9. EPPURE10. DATO CHE

Today in Health IT
Newsday – Nursing Shortage Solutions, Brick and Mortar Hospital Developments, and Low Tech Investments

Today in Health IT

Play Episode Listen Later May 9, 2022 47:18


May 9, 2022: https://www.linkedin.com/in/drexdeford/ (Drex DeFord), Executive Healthcare Strategist at https://www.crowdstrike.com/ (CrowdStrike) and https://www.linkedin.com/in/ldm007/ (Lee Milligan), CIO for https://www.asante.org/ (Asante Health) join Bill for the news. Saint Louis University Hospital nurses target administration in no-confidence vote. UnityPoint Health opens $38.4M hospital. WHO says Elon Musk has a “huge responsibility” to fight health misinformation on Twitter. In 2020 we saw a historical $14.9B invested into digital health companies. In 2021, those investments made history again, nearly doubling 2020's record. Is this Hype or Bubble?  Key Points: The expense for traveling nurses compared to FTE nurses can be four times higher With regard to new hospital builds, what are we doing right? What did we get wrong? Instead of where's disruption going to come from, more importantly where's transformation going to come from? Stories: https://www.beckershospitalreview.com/hospital-management-administration/saint-louis-university-hospital-nurses-target-administration-in-no-confidence-vote.html (Saint Louis University Hospital nurses target administration in no-confidence vote - Beckers) https://www.beckershospitalreview.com/capital/unitypoint-health-opens-38-4m-hospital.html (UnityPoint Health opens $38.4M hospital - Beckers) https://blog.providence.org/digital-innovation/dig-this-hype-or-bubble (DIG THIS: Hype or Bubble? - Providence) https://arstechnica.com/science/2022/04/musk-has-huge-responsibility-to-fight-health-misinfo-on-twitter-who-says/ (Musk has “huge responsibility” to fight health misinfo on Twitter, WHO says - ars Technica)

Mutiny Investing Podcast
[MM]31. Zed Francis

Mutiny Investing Podcast

Play Episode Listen Later May 9, 2022 76:37


In this episode, I talk with Zed Francis, co-founder and CIO of Convexitas. Convexitas is a fiduciary that works with families and institutions to maintain balance and flexibility. Convexitas is more than a manager or a product – they provide tools that bring balance to your allocation process. When you know Convexitas will provide liquidity during times of distress, you are free to make better allocation decisions and avoid becoming a forced seller. Liquidity enables proactive opportunity capture without the fear of inopportune liquidations to service capital calls, charitable obligations, or financing lifestyle. Zed and I talk about the current rhetoric that is still focused on buying the dip.  We talk about his recent essay The Storm Provides, what happens when you have end of day rebalancing creating vol smashes.  His thoughts on: housing market, inflation affecting correlations, and cash efficient portfolios.   I hope you enjoy this conversation with Zed as much as I did...  

Inside the ICE House
Episode 301: Dimensional Co-CEO Gerard O'Reilly: The Rocket Scientist Navigating Markets

Inside the ICE House

Play Episode Listen Later May 9, 2022 46:57


Gerard O'Reilly, Dimensional Fund Advisors Co-CEO and CIO, believes the secret to navigating markets is to build strategies based on the data you can harvest rather than focus on unpredictable uncertainties. His firm has deployed that philosophy to translate academic research into investment solutions for more than 40 years. Under Gerard's leadership, DFA began offering ETFs to allow clients to access strategies tailored to their investment needs. In just 18 months, the 23 funds have grown to over $45 billion AUM.     Inside the ICE House: https://www.theice.com/insights/conversations/inside-the-ice-house

Underserved
Ep. 068, Façade Pattern

Underserved

Play Episode Listen Later May 9, 2022 39:25


Kevin Jarnot, CIO of Uptime Institute, is our guest for episode #068. Kevin proves there is no set path to becoming a CIO. He was interrogated by the Secret Service in college, his band opened for Run DMC, and he ran a financial services company off the cable modem in his basement. Nowadays Kevin is a thought leader for some of the largest data centers in existence. Hear Kevin's story and transformation in our latest Underserved episode!   The incredible Franklin Ace 1000 computer - http://oldcomputers.net/ace1000.html Buffalo BBS scene - https://www.reddit.com/r/Buffalo/comments/gwas9/who_remembers_the_wny_bbs_scene/ WWIV BBS software: https://www.wwivbbs.org/   Some band photos: http://www.jarnot.com/facade/musicawards_1_lg.jpg http://www.jarnot.com/facade/musicawards_2_lg.jpg http://www.jarnot.com/facade/group-photo1.jpg http://www.jarnot.com/facade/musicawards_4_lg.jpg   Mentions of Nest Egg: https://www.tampabay.com/archive/1995/07/31/financially-plugged-in/ https://news.microsoft.com/1997/11/05/make-the-world-wide-web-your-oyster/

Market Champions
205|Cash is a Hedge in the Commodity Supercycle ft. Shrubbery Capital with Srivatsan Prakash

Market Champions

Play Episode Listen Later May 8, 2022 68:25


Shrubbery Capital is presently the CIO and founder of a hedge fun - here he discusses the bullish case for commodities, stagflation, and how cash serves as a hedge in what he considers to be a dangerous market for investors!

This Week in Intelligent Investing
Reflecting on the Buffett & Munger Show at the Berkshire Hathaway Annual Meeting

This Week in Intelligent Investing

Play Episode Listen Later May 8, 2022 46:37


In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss impressions and takeaways from the Q&A session with Warren Buffett and Charlie Munger at the Berkshire Hathaway Annual Meeting 2022. Enjoy the conversation!   The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Philip Ordway is Managing Principal and Portfolio Manager of Anabatic Fund, L.P. Previously, Philip was a partner at Chicago Fundamental Investment Partners (CFIP). At CFIP, which he joined in 2007, Philip was responsible for investments across the capital structure in various industries. Prior to joining CFIP, Philip was an analyst in structured corporate finance with Citigroup Global Markets, Inc. from 2002 to 2005. Philip earned his B.S. in Education & Social Policy and Economics from Northwestern University in 2002 and his M.B.A. from the Kellogg School of Management at Northwestern University in 2007, where he now serves as an Adjunct Professor in the Finance Department. Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

Top Traders Unplugged
SI191: The Flash Crash & Central Banks Screwing Up ft. Richard Brennan

Top Traders Unplugged

Play Episode Listen Later May 7, 2022 70:43


Today, Richard Brennan joins us to discuss the fragility of the market and what happens if the Central Bank screws up, the current regime and how it benefits Trend Following, volatility targeting and how trending towards equilibrium differs from trending towards transition, how Trend Following has developed over the years, why he always invest in liquid markets, system diversification and how it allows you to expand your market diversification, the weak edge of Trend Following and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Rich on https://twitter.com/RichB118 (Twitter). Episode TimeStamps: 00:00 - Intro 02:32 - Weekly highlights 13:35 - Volatility targeting and continuous systems 38:30 - Researching structural reasons for success 43:30 - System Diversification vs Market Diversification 56:26 - The weak edge of Trend Following 01:07:30 - Performance overview Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

About Mansfield
Consumer Advice Series - The Illusion of Security

About Mansfield

Play Episode Listen Later May 6, 2022 12:06


Talking about your wealth with Wealth Building Made Simple host and CIO of Stone Hill Wealth Management Phillip Washington, Jr. about how love, trust, greed and fear play into your ability to build wealth.Phillip Washington, Jr.Stone Hill Wealth Managementwww.StoneHillWealthManagement.comAbout Mansfield PodcastNews, talk and information about Mansfield, Texaswww.AboutMansfield.com

Lance Roberts' Real Investment Hour
The Fed's Silver Lining

Lance Roberts' Real Investment Hour

Play Episode Listen Later May 5, 2022 48:05


(5/5/22) The Fed is raising rates by 50-basis-points, but tapering its balance sheet at a slower pace than expected, causing great jubilation on Wall Street, and a 3% rally after the announcement. The narrative the Fed feeds does not always comport with reality; how Jerome Powell "walks the line." Is the Fed looking at the economy in the right way? Economic data are telling a different story; is the market actually bottoming--or could it go even lower from here? Why companies are always slow to hire and slow to fire. The impact of passive investing; Elon Musk vs Cathie Wood; Blackrock, Vanguard, and voting virtue with EFT's; Have ETF's taken away the voice of individual investors? How Engine No.1 wound up with two seats on Exxon's Board. SEG-1: The Fed Meets Expectations SEG-2: The Narratives the Fed Conveys vs Reality SEG-3: What the Economic Numbers Really Say SEG-4: The Negative Impact of Passive Investing Hosted by Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=vvCxz5Q3eHA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: No surprises from Fed - where do we go from here?" is here: https://www.youtube.com/watch?v=USUgD_eZ_v0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "What Will Today's FOMC Meeting Reveal?" is here: https://www.youtube.com/watch?v=SoGa5yu9IP8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/did-we-go-through-a-major-bear-market/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FederalReserve #FOMC #RateHike #QuantitativeTapering #PassiveInvesting #BlackRock #Vangard #ETF #EngineNo1 #Exxon #Markets #Money #Investing

Telecom Radio One
146. Amit Guar Explains How to Get the Best Out of Your Team

Telecom Radio One

Play Episode Listen Later May 5, 2022 50:46


Amit Guar Amit Guar is Chief Information Officer at On Campus Marketing (OCM). He has been working in IT for almost 20 years and held a variety of roles from Software Developer, to Vice President of Engineering, to his current role as CIO. He graduated with a Bachelor of Engineering in Computer Science from Rajiv...

Capital Allocators
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)

Capital Allocators

Play Episode Listen Later May 5, 2022 38:16


On today's Manager Meeting, Paula Volent interviews Steve Drobny. Paula is a legend in the endowment world and recent guest on Capital Allocators who is now serving as the CIO for Rockefeller University's $2.5 billion endowment after spending twenty years at the helm of Bowdoin College's endowment. Steve is the Founder and Managing Partner of Clocktower Group, an alternative asset management platform whose activities include seeding and investing in global macro hedge funds, fintech venture capital, China-focused seeding, climate change venture capital, and macro research. Their conversation covers the changing global landscape, geopolitics, China, fintech, Latin America, and ESG. Steve also shares his candid, contrarian opinion of the endowment model. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Levi Strauss & Co. CIO Chris Clark on Data- and AI-Driven Decision Making

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later May 5, 2022 30:04


660: In this interview, Chris Clark, SVP & Chief Information Officer of Levi Strauss & Co., discusses the many facets of the company's digital transformation. Chris talks about how he harnesses trends in digital innovation to create a competitive advantage and how he creates a curriculum that aims to upskill talent in both business and technology. He also shares the strategic imperatives LS & Co. is focused on in the years ahead, how the company's data strategy has evolved, and the role the Eureka Innovation Lab plays in driving digital innovation. Finally, Chris shares how his role as CIO has been informed by his experiences in supply chain roles and the military.

IT Visionaries
Staying Curious, Keeping a Wide View, and Getting Into the Details With Vittorio Cretella, CIO of Procter & Gamble

IT Visionaries

Play Episode Listen Later May 5, 2022 38:40


Is being successful tied to being perpetually inquisitive? Vittorio Cretella, the CIO of Procter & Gamble, discusses how maintaining a posture of curiosity has been a constant throughout his career. Also, he chats about Procter & Gamble's digital transformation at an international scale and that AI is now being used across the company. Listen in to learn a little about Vittorio's passion for motorcycles too.Tune in to learn:How is digital transformation manifesting at Procter & Gamble? (03:47)How does P&G manage to operate in so many countries? (10:29) Is AI used across the entire company? (15:09)How might the consumer experience get better in the future? (17:39)What's the balance for innovating quickly yet maintaining trust? (21:22)What is Vittorio most excited about in his role as CIO at P&G? (27:22)What sort of peers can Vittorio commiserate with and learn from? (30:04) IT Visionaries is brought to you by The Salesforce Platform. If you love the thought leadership on this podcast, Salesforce has even more meaty IT thoughts to chew on. Take your company to the next level with in-depth research and trends right in your inbox. Subscribe to a newsletter tailored to your role at Salesforce.com/newsletter.Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

No Quit Living Podcast
NQL 354 - Max Browne

No Quit Living Podcast

Play Episode Listen Later May 5, 2022 33:54


Welcome to Episode 354 of the No Quit Living Podcast. NQL is a personal development podcast designed to help you achieve your goals and desires. Whether you found us from Forbes, Inc Magazine, CEO Magazine, CIO, New Theory, or elsewhere, we're thrilled you are listening. Through hearing the inspiring stories and tips from the greats, we will all find it easier to stay motivated. Max Austin Browne is an American football analyst and former quarterback. He played college football for the USC Trojans and Pittsburgh Panthers. Browne committed to USC on April 4, 2012, during his junior year, and was considered the best quarterback recruit of his class by Rivals.com and Scout.com.   Twitter: https://twitter.com/maxbrowne4?lang=en Instagram: https://www.instagram.com/maxbrowne/?hl=en LinkedIn: https://www.linkedin.com/in/max-browne-7284ba116 TikTok: https://www.tiktok.com/@brownemax?lang=en  

First Look ETF
First Look ETF: The Investment Case for ECommerce Stocks in Frontier and Emerging Markets

First Look ETF

Play Episode Listen Later May 5, 2022 12:08


In this episode, Stephanie Stanton @ETFguide speaks with Kevin Carter, Founder & CIO at EMQQ about important investing trends in both frontier and emerging markets. At the forefront are e-commerce, greater internet connectivity and how overseas consumers are upgrading their lifestyles. Plus, you'll find out why a sector focused approach to investing in emerging and frontier markets could be a better growth investing strategy. ETF tickers mentioned in this episode include the newly launched  India Internet & Ecommerce ETF (NYSE: INQQ), plus the Next Frontier Internet + Ecommerce ETF (NYSE: FMQQ) and Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ). Learn more about INQQ and it's portfolio strategy here: https://inqqetf.com/Learn more about FMQQ and it's portfolio strategy here:https://fmqqetf.com/Learn more about EMQQ and it's consumer focused strategy here: https://www.emqqetf.com/#FrontierMarkets #ECommerce #IndiaStocks

The Meb Faber Show
#411 – Kai Wu, Sparkline Capital – Investing in Innovation, Intangible Value, & Web3

The Meb Faber Show

Play Episode Listen Later May 4, 2022 93:11


Today's guest is Kai Wu, founder and CIO of Sparkline Capital, an investment management firm applying state-of-the-art machine learning and computing to uncover alpha in large, unstructured data sets. In today's episode, we're talking about two topics that are important for investors to understand in 2022 – intangibles and innovation. Kai shares how he uses machine learning to track things like brand equity, human capital, network effects, and IP to measure the intangible value of each firm (and how he implements this through his ETF, ITAN). Then he shares why his research leads him to believe value is not dead.    Finally, we talk about his most recent paper about investing in innovation, a popular investment theme that's under scrutiny as of late.  Kai shares why he believes the current drawdown is not driven by pure innovation but by a selloff in expensive unprofitable stocks. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Top Traders Unplugged
GM13: The Decline of the Dollar & Prepping for the Worst ft. Izabella Kaminska

Top Traders Unplugged

Play Episode Listen Later May 4, 2022 91:45


Today, Cem and I are joined by Izabella Kaminska, former Editor of Financial Times Alphaville and Founder of The Blind Spot, to discuss the war of information and mis-information, the aftermath of Covid 19, how the media contributes to a segmentation of society, the group-think phenomenon, how shifts in culture has an impact on economics and how the war between Russia and Ukraine affects the global economy. We also discuss the power balance between the Western and the Russian economy, the dollar standard and the factors that contribute to undermine the dollar, isolationism and what de-globalization will look like, the energy crisis and how ESG is becoming increasingly important and perhaps leading to the rise of nuclear technology and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Izabella on Twitter. Episode TimeStamps: 00:00 - Intro 02:45 - About Izabella and her journey 06:27 - Autocracy vs. Democracy 15:50 - Covid19...the aftermath 22:00 - Media Segmentation Theory 31:34 - 2022 Economics 49:50 - Western vs. Russian economy 56:31 - Shift in commodities 01:07:25 - Deglobalization 01:18:55 - Nuclear technology 01:24:41 - Prepping for the worst 01:28:34 - Rounding off  Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) https://www.toptradersunplugged.com/disclaimer/ (Disclaimer)

The A Game Podcast: Real Estate Investing For Entrepreneurs
From Assembly Line Worker To CEO | Joe Chura

The A Game Podcast: Real Estate Investing For Entrepreneurs

Play Episode Listen Later May 2, 2022 72:59


Join Nick Lamagna as he sits down with guest Joe Chura, CIO of Cars.com, entrepreneur, host of the "Not Almost There" Podcast and Jiu Jitsu practitioner who has one of the most inpsiring self made stories you will hear.  Joe started "Launch Digital Marketing" and "Dealer Insprire" now boasting over 800 employees and over 3000 clients.  He has started and sold businesses and created an excellent reputation which has lead to a successful podcast & live events such as "Refuel" which have seen some of the biggest names in business, motivation and leadership including Jocko Willink, Jesse Itzler and Jim Kwik among other. This former assembly line worker has an incredible story where he overcame not only financial but physcial obstacles including a major back injury and losing 50 lbs to now be an avid enthusiast in excellent health and is now the co-founder of "GO Brewing," the first Non-alcoholic taproom in Illinois Topics for this episode include: ✅ Simple Things That Will Change Your LIfe Forever ✅ How To Start Your Day Offensively NOT Defensively ✅ Changing How You Handle Problems in Your Business ✅ Dealing With Internal Company Issues between departments and Staff ✅ What Do The Most Successful Entrepreneurs Have in Common ✅ How Jiu Jitsu Can Help Your LIfe and Business ✅ The importance of EVERY decision you make ➡️ More! See the show notes to connect with Joe!  Text Nick today to do some real estate deals together whether you are new or experienced at (516) 540-5733  Check out the affiliates page in our bio link to contact Maryann at Nationwide Business Capital Group to get some money for your real estate deals! --- Connect with Joe: Joe Chura on Linkedin Joe Chura on Instagram Joe Chura on Facebook Joe Chura On Youtube Not Almost There Podcast on Instagram Listen To The Not Almost There Podcast Here https://www.notalmostthere.com/ Go Brewing On Instagram https://www.gobrewing.com/ Refuel Event --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers

Capital Allocators
Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)

Capital Allocators

Play Episode Listen Later May 2, 2022 59:13


Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary and non-discretionary assets under advisement. Greg oversees the day-to-day management of the research team and chairs the firm's investment policy committee that oversees all manager hire and fire decisions. Our conversation covers Greg's background and introduction to FEG, the evolution of institutional consultants, FEG's business today, and its unique advantages. We dive into how FEG supports its clients with portfolio management, manager selection and inventory management, due diligence including qualitative scoring and culture assessment, and working with Investment Committees. We then get Greg's opinion on different market dynamics including private equity, venture capital, crossover funds, hedge funds, and what he refers to as “weird ideas.” We close with the evolution of the investment process post-COVID, Greg's involvement with his alma mater the University of Cincinnati, and the coveted FEG Hockey Classic. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍