Podcasts about co portfolio manager

In celebration of Oaktree's 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portfolio Manager, High Yield Bonds) held a fireside chat for employees where they shared stories about Oaktree's origins and the firm's journey over the last three decades. We're excited to share an excerpt from their conversation.

The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio.Find out more about the Murray International Trust here.We start by exploring the trust's geographical weighting and why the Murray International Trust is underweight the United States.Martin provides insight into the trust's stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been managing its positions in some of the portfolio's largest holdings.Martin finishes off by outlining what excites him about the year ahead and what keeps him up at night. Hosted on Acast. See acast.com/privacy for more information.

Are you earning extra income through a side hustle or considering working abroad as a digital nomad? As the world of work evolves, the rise of side hustles, freelancing and remote work has introduced new complexities to tax obligations. Whether you're a freelancer, gig worker or digital nomad, understanding your tax responsibilities is crucial to staying compliant and optimising your earnings. In this episode, learn how to navigate your tax obligations in South Africa and beyond with insights from our experts, Bronwyn Trower, Co-Portfolio Manager at Investec Wealth & Investments, and Nicci Courtney-Clarke, Head of Tax at TaxTim. This episode is packed with useful tips for modern professionals managing new ways of working and multiple income streams. Everything Counts is a bi-weekly podcast series that focuses on money and financial wellness. Hosted by 702's Motheo Khoaripe, each episode tackles various aspects of personal finance, including saving, spending, investing, pitfalls to avoid and tricks to succeed. The podcast aims to provide valuable information and expert guidance to help listeners improve their financial well-being. Key Moments: 00:00 Introduction 01:00 Freelancers and tax obligations in South Africa 02:30 Why freelance taxes feel higher than salaried employees 04:00 The importance of keeping detailed financial records 07:00 Common mistakes freelancers make when they're filing their taxes 09:00 Tax implications of working abroad as a digital nomad 11:30 Dual Tax Agreements and their benefits YOU MIGHT ALSO BE INTERESTED IN: As an Investec client, you have access to a dedicated Investec financial adviser for your life insurance and investment needs. Our advisers provide objective advice with no additional fees or commissions. Ensuring transparency and trust. Experience clear advice with your trusted financial partner. Listen to the full series · Read the full article · Get tax-efficient financial products with Investec · Investec Focus Radio SA

Shiv interviews Jordon Kruse, Managing Director and Co-Portfolio Manager, and Matt Wilson, Managing Director and Co-Portfolio Manager, at Oaktree Capital.  In this episode, Matt and Jordon explain their approach to special situations investing, including rescue financing transactions where they restructure the debt and balance sheet of companies. They share how they create the most value for their LPs, how they're protecting themselves from risk, and how a company's cash flow might be impacted by debt service in the current market. Learn about different financing options and the current realities of today's market for PE firms.  The information contained in this podcast is not intended to constitute, and should not be construed as, investment advice.

Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness' investment philosophy, process, and strategy, highlighting the team's focus on identifying companies that have consistently grown dividends over the past 10 years. Ian explains that not all dividend-growing businesses are alike, sharing the specific criteria his team uses to select high-quality companies. Ian also describes their bottom-up analytical approach, balanced by macroeconomic awareness, within a focused portfolio of 35 companies. In addition, Ian reveals why 35 equally weighted holdings is a distinctive feature of the portfolio's design.

Many of the best investing opportunities emerge when you think differently from the herd. This session will feature five high energy predictions that will challenge consensus thinking as inves­tors look towards 2025 and beyond. You'll be hearing from five of Australia's leading investment minds, including: Kellie Wood, Head of Fixed Income at Schroders  Vihari Ross, Portfolio Manager at Antipodes, Bob Desmond, Co-Portfolio Manager and Head of Claremont Global Josh Clark, Lead Portfolio Manager at QVG Capital Matthew Kidman, Chief Investment Officer at Centennial Asset Management.  This episode is part of our special mini-series of The Rules of Investing, giving you a front-row seat to discussions from Livewire Live 2024, our flagship investor event. Whether you're after big-picture market insights or actionable investment strategies, this series offers exclusive insights to help shape your investment decisions. We hope you enjoy this special 7-part series. We'll return to our regular programming with the next episode of The Rules of Investing. ________________ This series is proudly sponsored by Bell Direct Advantage. Bell Direct Advantage is a premium trading platform designed for active and sophisticated investors. Offering access to Bell Potter research, exclusive IPOs, and advanced trading tools, it's built to give you a competitive edge. Whether you're a frequent trader or a high-net-worth individual trading shares, options, or warrants, Bell Direct Advantage delivers tailored solutions and superior service to sharpen your investing edge. [Find out more here]

2024 was apparently supposed to be the year of the small cap. But here we are in September, and small caps are still broadly underperforming, with our largest companies - like the banks - the standout performers on the local bourse.Andrew Peros, Co-Portfolio Manager of the Ausbil MicroCap and SmallCap Funds, talks to Sean Aylmer about why small caps have underperformed - and where he sees the opportunities in the market.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water management, energy and electrification. For more information about Clayton Partners, please visit: https://www.claytonpartners.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:10] What is Mattr Corp. and why are they so interesting to Brian and Jason [5:23] When Jason and Brian look at Mattr Corp, what they think they're seeing that the market is missing that's going to lead to alpha generation here? [10:57] Switching to US listing and what Jason likes about IFRS better than GAAP [15:07] $MATR.TO comparison to TerraVest [19:34] What's the secret sauce that doesn't make $MATR.TO just another commodity business [26:45] Auto manufacturer vertical [29:56] Growth runway [34:05] How much is Mattr a bet on the business vs. management team for Clayton Partners / stealth AI potential here [43:13] Q2 Earnings and conference call [51:30] $MATR.TO final thoughts and capital allocation strategy Today's sponsor: Tegus If you've been reading my newsletters, you know how often I rely on Tegus for my research. It's truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you're curious about AI, biotech, or any niche market, Tegus has the insights you need. What sets Tegus apart is its all-in-one platform. It's packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips. The best part? The insights you get are from the very people shaping the industries you're interested in. You'll find perspectives from insiders and executives that you simply can't get anywhere else. To see Tegus in action and understand why it's my go-to resource, visit Tegus.com/value – that's T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you'll never look back.

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ analyzes recently launched ETFs from TCW, Calamos Investments and Pacer ETFs. The featured ETFs in this episode focus on innovators in the artificial intelligence arena, capital protection strategies and international growth investing. The guest lineup for this episode includes:1. Douglas Yones, ChFC, CETF, Head of Exchange Traded Products at NYSE2. Bo Fifer, Co-Portfolio Manager, TCW3. Matt Kaufman, SVP, Head of ETFs, Calamos Investments 4. Sean O'Hara, President of Pacer ETF DistributorsWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Senior Vice President Janice Musselwhite shares the highlights from the Morningstar Investment Conference in Chicago this June. Gabelli Funds was the Principal Sponsor for the second consecutive year. John Belton, CFA, a Managing Director of Growth Equities and Co-Portfolio Manager of the Gabelli Growth Innovators ETF (GGRW) presented on Wednesday, June 26th on Investing in Generative AI, Identifying Winners & Separating Hype from Reality. Lieutenant Colonel G. Anthony (Tony) Bancroft, USMCR, team leader and Portfolio Manager of the Gabelli Commercial Aerospace & Defense ETF (GCAD), presented on Insights on the Commercial Aviation and Defense Spending Landscape on Thursday, June 27th. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Brian Higgins is the Co-Founder, Managing Partner and Co-Portfolio Manager of King Street, a $25 billion global alternative asset manager. Brian offers insights into his risk management approach, describes how he built one of the industry's premier hedge funds, and shares his market outlook.

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jason Landau - Managing Director, Portfolio Manager and Head of Investment Team at Waratah Capital Advisors. - an alternative asset management firm, that has grown $35m to over $4 Billion under management since inception in 2010. Jason joined Waratah Capital Advisors in 2010, and is the Lead Portfolio Manager on the Waratah Alternative ESG fund and Co-Portfolio Manager on Waratah One and Waratah One X.  Prior to Waratah, Jason worked at TD Securities as an Associate in Investment Banking and Equity Capital Markets. During his time at TD, Jason was involved in domestic mergers and acquisitions, as well as the structuring and pricing of equity securities, convertible debentures, and preferred shares. Jason received an Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario.Among other things, we discussed the how Taming Volatility, Compounding at 10% & the Investment Case for Natural Gas.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comIn partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is now offering FREE shipping on European factory performance ski gear.By passing brick and mortar savings to customers, Headracingcanada.com offers the lowest pricing available in Canada. Check out  Headracingcanada.com for more info & get your new ski gear for the season. Support the show

"In today's episode, we delve into the complex and ever-evolving world of cryptocurrency and personal financial management. We explore pressing questions many investors face, such as how to handle the stress when investments fluctuate in value and the intricate dynamics of crypto mining companies. We'll also tackle the intriguing intersection of spirituality and high-stakes financial management.   Joining us is Chris Sullivan, the esteemed Co-Portfolio Manager of Hyperion Decimus, who brings a wealth of experience and unique perspectives to these topic.     Enjoy!

For this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me's favourite money experts as they bring you 12 stock picks of Christmas! Hear from: Jun Bei Liu PM of the Alpha Plus Long Short Fund at TribecaPhillip Pepe Shaw and Partners Senior Equities AnalystPravir Singh the Co-Portfolio Manager on the Global and International High Dividend strategies at Schafer-CullenPeter Bates PM of Global Select Equity Strategy at T.Rowe Price Ray David from Black Wattle PartnersAnd Qiao Ma from Munro PartnersAs Felicity and Candice sing you through (that's right...they sing) these experts' 2024 choices to add to your Christmas stockings.It's a very merry Talk Money To Me Christmas special! You won't want to miss it. Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Candice and Felicity speak with James Abela Co-Portfolio Manager from Fidelity's Global Future Leaders Fund. James was appointed Portfolio Manager for the Fidelity Future Leaders Fund in 2013 which has seen his unique investment process win the 2018, 2019, and 2020 Morningstar Fund Manager of the Year award for Domestic Equities Small Cap Category. In 2020, James was appointed Co-Portfolio Manager of the Fidelity Global Future Leaders Fund. The Fund just ticked over its 3-year track record in September, delivering 10.35% pa over that period, after fees.Fund is Recommended by Zenith and the Fund has 2 Co-Portfolio Managers (Check out Maroun's interview on the Equity Mates network) Felicity and Candice ask James in this conversation the big question…..where can investors find the next BIG idea? a company to join the likes of the Magnificent 7? So if you are looking for some great investable ideas in global equities, you WILL want to tune into this episode.This episode is sponsored by Fidelity Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

Sandiip is the Founder & Managing Director of Green Frontier Capital, India's first investment firm that focuses on growth companies which are delivering breakthrough innovation in green industries. Mr. Bhammer is an Adjunct Professor of Sustainable Finance at the Isenberg School of Business at UMass – Amherst and was a Co-Portfolio Manager of the DA Capital South-Asia Investment Fund, based in New York. Here's a sneak peek of what we discussed: - Sandeep's journey and the motivation behind starting Green Frontier Capital- The state of the green economy in India and the climate opportunity- Investment criteria for green companies and government regulations for startups in the green economy- Untapped opportunities in the green sector and the importance of perseverance for founders Links mentioned: Green Frontier Capital - https://www.greenfrontiercapital.com/ Keep updated with Sandiip - https://www.greenfrontiercapital.com/sandiip-bhammer Follow Sandiip on Linkedin - https://www.linkedin.com/in/sandiip-bhammer-94953614/ Subscribe to VC10X for more insightful episodes!

Part 2 of 2 Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Morningstar gives the gold-rated fund high marks for its focus on capital preservation and strong stewardship. Since 1993, Crescent has generated equity-like returns with less risk than the overall market. Its nearly 10% annualized returns match the S&P 500 but with significantly less decline during downturns and faster recovery. Earlier this year, Romick delivered the keynote at Morningstar's investment conference, reflecting on his 30 years of successful investing across multiple cycles. We asked Romick to share insights and lessons learned navigating major crises like the tech bubble, financial crisis, COVID crash, and 2022's meltdown. Interestingly, he believes Crescent has survived by "first considering what can go wrong." Hear Romick's wisdom on defensive investing, managing risk, contrarian thinking, and preparing for an uncertain future. A rare chance to learn from a legendary investor. WEALTHTRACK Episode 2012 broadcast on September 15, 2023 More Info: https://wealthtrack.com/fpa-crescent-funds-steven-romick-shares-30-years-of-investment-lessons/ Bookshelf: Security Analysis, Seventh Edition: Principles and Technique https://amzn.to/3szbiSH --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Interested in learning the thoughts of a Financial Advisor and Co-Portfolio Manager on technical analysis? In this week's episode, Josh and Austin discuss how successful traders use technical analysis techniques in their portfolio strategy. The guys walk you through the advantages and disadvantages, as well as share their opinions on whether you should or shouldn't add it to your trading toolkit. For the full transcript, show notes, and resources, visit theinvesteddads.com/195Sign up for our exclusive weekly newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th anniversary this year. Unlike most funds, FPA Crescent has not only survived but thrived for three decades, delivering almost 10% annualized returns with lower volatility than the S&P 500.  Its success lies in maintaining equity-like returns with reduced market risk and avoiding permanent capital losses. Morningstar's Gold analyst rating and the 2013 Allocation Fund Manager of the Year title validate its performance. In a rare interview, FPA Crescent Fund's founding portfolio manager, Steven Romick puts the fund's current positioning into perspective WEALTHTRACK 2009 broadcast on August 25, 2023 More info: https://wealthtrack.com/great-value-investor-steven-romick-describes-fpa-crescent-funds-current-positioning/ Bookshelf: Security Analysis, Seventh Edition: Principles and Technique: https://amzn.to/3szbiSH As FPA Crescent Fund celebrates its 30th anniversary, Morningstar asked the fund's founding portfolio manager, Steven Romick to deliver a keynote speech at its annual conference. His topic: “The Evolution of a Value Investor.” https://wealthtrack.com/wp-content/uploads/2023/08/steven-romick-morningstar-keynote-speech-2023-04-final.pdf --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Mitch Reznick is the Head of Sustainable Fixed Income at Federated Hermes and the Co-Portfolio Manager of the company's SDG Engagement High Yield Credit Fund.  With over 23 years experience in the corporate credit industry, he was previously the Co-Head of Credit Research for the global credit team at Fortis Investments, and prior to that was an associate analyst in the leveraged finance group at Moodys Investors Service in New York.Mitch has a Master's in International Affairs from Columbia University, a Bachelor's in history from Pitzer College and is a CFA charterholder.  He is Co-Chair of the Federated Hermes Sustainability Investment Centre and holds several advocacy roles, including founding board member of the European Leveraged Finance Association (ELFA); Co-Chair of the Credit Risk and Ratings Advisory Committee at the Principles for Responsible Investment (PRI) and workstream member CFO Coalition for the SDGs of the United Nations Global Compact (UNGC). Formerly, Mitch was Co-Chair of the Capital Markets Advisory Committee of the IFRS Foundation; member of the Sovereign Working Group (PRI); workstream member of the UK-China Green Finance Task Force; and served on the Green Finance Advisory of the City of London.In today's episode, Mitch recounts that it was early in his career while working in the leveraged finance team at Moody's that he fell in love with finance in general and specifically with the high yield corporate credit world. He later moved to London as a high yield fund manager for Fortis Investments and then left in 2008 for Federated Hermes as part of a team hired to rebuild the credit business in the wake of the global financial crisis.Mitch discusses how early on he observed that Federated Hermes was well-placed to bring sustainable fixed income solutions to the market and since then he has been focused on ESG integration and building investment solutions that deliver financial returns while delivering positive change for society and the environment with engagement being the catalyst.  Mitch describes in detail the Federated Hermes SDG Engagement High Yield Credit Fund which he is Co-Manager. He discuss at length the UN Sustainable Development Goals, and what they mean in the fixed income space.We talk about greenwashing, ‘greeniums', ‘step-ups', transition bonds and much more.Mitch is active on a number of technical working groups and work streams that are currently developing the connection between sustainability and fixed income investments. As a representative of a large investor in the fixed income space, he is very much in the flow of this evolution and represents the current thinking on the subject.About the SRI 360° Podcast: The SRI 360° Podcast is focused exclusively on sustainable & responsible investing. In each episode, Scott Arnell interviews a world-class investor who is an accomplished practitioner from all asset classes. In my interviews, I cover everything from their early personal journeys—and what motivated and attracted them to commit their life energy to SRI—to insights on how they developed and executed their investment strategies and what challenges they face today. Each episode is a chance to go way below the surface with these impressive people and gain additional insights and useful lessons from professional investors. Connect with SRI 360°: Sign up for the free weekly email update: https://sri360.com/newsletter/ Visit the SRI 360° PODCAST: https://sri360.com/podcast/ Visit the SRI 360° WEBSITE: https://sri360.com/ Follow SRI 360° on TWITTER: https://twitter.com/SRI360Growth/Follow SRI 360° on FACEBOOK: https://www.facebook.com/SRI360Growth/

Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs. Our conversation starts with her upbringing and academic career and the mentors who spotted her talents and nurtured them. We talk about the sometimes painstaking process of learning to take risk, about career setbacks, pivots and restarts. We learn about the importance of plan B and beyond and the importance of developing the agility to pivot to these alternatives. This requires a dose of realism and we talk about how to set expectations appropriately and how to advocate for oneself and to be coachable. Moving through Caroline's various roles, we look at the skills needed to progress successfully through investment banking, then onto the buyside, then into a founder role. We move to speak about the challenges faced by diverse founders more broadly, and how we might move the needle more in this area. This podcast is brought to you with the kind support of Tom Raber and Alvine Capital, a specialist investment advisor and fund placement boutique with offices in London and Stockholm. An early adopter of the “reverse enquiry” form of placement, Alvine relies on insight and dialogue with its pan-European investor base to develop and source investment solutions from a wide variety of industry providers.  

Caroline Lovelace is Founding Partner at Rose Hill Park Alternative Asset Managers, as well as Preserver Partners as CIO and Co-Portfolio Manager. Preserver is diverse-owned and Memphis-based. It runs a multi-strategy fund that invests through external managers. She has had an extensive career in researching and investing in hedge funds and in promoting emerging private equity and hedge fund investment programs. Our conversation starts with her upbringing and academic career and the mentors who spotted her talents and nurtured them. We talk about the sometimes painstaking process of learning to take risk, about career setbacks, pivots and restarts. We learn about the importance of plan B and beyond and the importance of developing the agility to pivot to these alternatives. This requires a dose of realism and we talk about how to set expectations appropriately and how to advocate for oneself and to be coachable. Moving through Caroline's various roles, we look at the skills needed to progress successfully through investment banking, then onto the buyside, then into a founder role. We move to speak about the challenges faced by diverse founders more broadly, and how we might move the needle more in this area. This podcast is brought to you with the kind support of Tom Raber and Alvine Capital, a specialist investment advisor and fund placement boutique with offices in London and Stockholm. An early adopter of the “reverse enquiry” form of placement, Alvine relies on insight and dialogue with its pan-European investor base to develop and source investment solutions from a wide variety of industry providers.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Time and again, investors are reminded of the turbulent nature of financial markets. Attempting to predict short-term market movements can lead to a myriad of pitfalls and missed opportunities. Wise investors recognize that true wealth creation lies in the ability to weather market downturns and emerge stronger on the other side.  In this episode, Rusty Vanneman and Robyn Murray talk with Jim Cullen, Chairman and CEO at Schafer Cullen Capital Management. Jim founded the firm in 1983 and is responsible for overseeing Schafer Cullen Capital Management and has served as the CEO and Co-Portfolio Manager on all of the firm's strategies. Jim has also been responsible for overseeing the affiliated firm, Cullen Capital Management LLC, since its formation in 2000. His experience in the investment business spans over 60 years. A leading value manager for decades, Jim talks about how the markets have changed over the last 60 years. He also discusses long-term value investing and how it makes sense for investors, the importance of dividends and dividend growth, and why market timing is the root of all evil for most investors. Key Takeaways [03:06] - What the market looked like 60 years ago. [06:15] - How the 1970 bear market impacted Jim's investment philosophy. [11:20] - The inspiration behind Jim's book, “The Case for Long-Term Value Investing.” [15:06] - A look back at Schafer Cullen Capital Management's origins. [16:23] - Why Schafer Cullen Capital Management includes dividend growth in its value investing. [17:17] - How Jim tackles market timing with investors. [19:02] - Jim's approach to stock selection. [20:51] - What happens when the market is concentrated? [22:14] - What Jim has to say about financials. [23:59] - What Jim has to say to young people looking to invest in today's market. [25:23] - Jim's thoughts on how AI might affect the investment industry. [27:24] - Jim's favorite investment idea. [29:25] - The people Jim is thankful for professionally. [31:24] - Content recommendations from Jim. Quotes [10:00] - "Every five-year period has some tough periods, recessions, bear markets, and all the negative stuff. But the five-year time horizon bailed you out on all of them." ~ Jim Cullen [17:40] - "Market timing is the root of all evil for most investors. It's the killer of long-term performance." ~ Jim Cullen [18:04] - "Don't try to time the market because you make all your money when you come out of that recession. That's the biggest part of all the gains in the market over time." ~ Jim Cullen Links  Jim Cullen on LinkedIn Cullen Funds Good Vibrations by The Beach Boys Merrill Lynch Mid-Year Note the Danger Zone A Time for Value The Case for Long-Term Value Investing J.P. Morgan Jamie Dimon Jason Zweig Goodbye Mickey Mouse Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion Disclosure Advertisement supplied by Schaeffer Cullen Capital Management. Schaeffer Cullen Capital Management and OPS are not affiliated companies and the advertisement is not a recommendation or endorsement by Orion Portfolio Solutions, LLC for any of the services referenced or provided. 2044-OPS-7/28/2023

Joining Kyle in the China Shop this week is the award-winning Bond portfolio manager and Senior VP of Fixed Income at ICON Advisers! Listen in as we discuss why Jerry trades bonds, some of the ways he is able to mitigate risk and how the macro environment affects the markets before wrapping up with some of the lessons learned during his 38+ year career!About Jerry:JERRY PAUL, CFA, is Senior Vice President of Fixed Income and serves as Portfolio Manager of the ICON Bond Fund and Co-Portfolio Manager of the ICON Equity Income Fund. Mr. Paul was named Morningstar's Fixed Income Manager of the Year for 1999 while he managed high yield bonds for INVESCO. Mr. Paul's professional investment experience includes over thirty-eight years in fixed income portfolio management and research. Prior to joining ICON, Mr. Paul's career in investment management and research spanned several roles, including:INVESCO Funds Group; Senior Vice President, Director of Fixed Income and Portfolio Manager Stein Roe & Farnham; Senior Vice President, Director of Fixed Income Research and Portfolio Manager Century Life of America; Vice President, InvestmentsMr. Paul also served as the Chief Investment Officer and Portfolio Manager for fixed income, closed end funds and hedging strategies at Essential Investment Partners. Furthermore, Mr. Paul founded Quixote Capital Management LLC, a boutique firm focused on merger arbitrage.Mr. Paul holds a BBA from the University of Iowa and an MBA from the University of Northern Iowa. In his free time, he is involved in community and charitable organizations. He serves on the board of directors and investment committee of the Community First Foundation.Guest Links:ICON Advisers- WebsiteICON Flexible Bond Fund - Fund InfoSocial Links:Follow Jerry on LinkedInFollow ICON Advisers on LinkedInSponsorshipsIf you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Join our Discord for a link and code to save 10%**For anyone trading futures, check out Vantatrading.com. Founded by Mr. W Banks and Baba Yaga, they provide a ton of educational content with the focus of teaching aspiring traders how to build a repeatable, profitable process. You can find our exclusive affiliate link/discount code for Vanta in our free discord server as well!Check out the custom studies for futures trading over at OrderFlow Labs. We do not receive any compensation for referrals, we just love their community and tools!To contact us, you can email us directly at 2bulls@financialineptitude.com Or leave a message at (725) 22-BULLS. Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! If you enjoyed this week's guest, check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!China Shop Links:2 Bulls DiscordMiniseries PageChina Shop MerchGuest DirectoryAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Interview recorded - 20th of June, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Michael A. Gayed, Portfolio manager at Toroso Investments and publisher of  @leadlagreport .During our conversation we spoke about whether we still are in a recession, why the FED will increase interest rates further, other macro drivers Michael is watching and whether we will experience a Melt-Up. I hope you enjoy!0:00 - Introduction1:27 - What is happening in lumber and real estate?4:07 - Why will the FED increase interest rates further?5:50 - Any other parts of the markets that you are concerned about?9:42 - Concentration of stocks11:32 - Nvidia and CISCO13:22 - Other macro drivers Michael is watching?15:22 - How long can debtors survive?17:03 - Melt-up?19:07 - One message to takeaway from our conversation?Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements.Michael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.Michael Gayed - YouTube -  @leadlagreport  Website - https://www.leadlagreport.com/Twitter - https://twitter.com/leadlagreportLinkedIn - https://www.linkedin.com/in/michael-a-gayed-cfa/Instagram - https://www.instagram.com/leadlagreport/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

BIO: Ben Claremon joined Cove Street in 2011 and has been a Co-Portfolio Manager for the Classic Value | Small Cap PLUS strategy since its inception in 2016.STORY: Benjamin has made the biggest mistakes and lost the most money by buying cheap companies that get less valuable over time.LEARNING: Know what kind of investor you are and let your portfolio reflects that. Just because it's cheap doesn't mean you have to buy it. Invest in a business you can own for years. “It's hard to establish a true margin of safety when the intrinsic value is falling over time. It's like catching a falling knife.”Benjamin Claremon Guest profileBen Claremon joined Cove Street in 2011 and has been a Co-Portfolio Manager for the Classic Value | Small Cap PLUS strategy since its inception in 2016. His background includes positions on the long and short side of hedge funds as well as commercial real estate finance and management. Ben is the proprietor of the value investing blog The Inoculated Investor, the founder of the 10-K Club of Southern California, and the host of the podcast Compounders: The Anatomy of a Mutlibagger.Worst investment everThe place where Benjamin has made the biggest mistakes and lost the most money is with companies that get less valuable over time. These are businesses facing secular headwinds or outright secular decline. Every day, the businesses become worth a little bit less. They seem lucrative to buy when they're cheap and sell when the valuation goes from highly depressed to merely depressed. However, businesses that don't get more valuable, over time, tend to throw curveballs at you that you might not be expecting. Whether it's a balance sheet issue, a capital allocation issue, or a management change, trouble just breeds more trouble.There was such a company that Benjamin was relatively public on. When investing in this company, Benjamin thought there was a distinctive margin of safety. He believed the management team understood how to create value for shareholders. The company had valuable assets that could be sold at higher prices in the current valuation. And that capital allocation changes could have increased the company's value relative to the current stock price.For this reason, Benjamin thought that the business connectivity and the business services sides were worth a certain fair amount more than the stock was trading for. He was looking at a situation where the value was much higher if they could just unlock it via divestitures. Amazingly, that's precisely what the management did. They sold three businesses, all of which were at multiples higher than the stock price. But, to date, the stock is still down.Lessons learnedBefore you invest in a company, ask yourself, does this business look like it is getting more valuable over time and has a chance to compound? If the answer is no, don't waste your time on it.Know what kind of investor you are, what fits your temperament, and what allows you to sleep well at night. Then let your portfolio reflects that.You're better off investing in a business you can own for years instead of one meant to be sold.When investing, consider the moat trajectory and determine if the company is stable, expanding, or contracting. If it's contracting, don't assume that a cheap valuation will protect you from

2022 was a rough ride in the stock market, but for the first time in over 30 years, it was also a rough ride in the bond market. Bonds for the last 30 years have provided good income with relatively low risk to a portfolio, they acted to stabilize balanced portfolios against the potential volatility of the stock market. With rising inflation and interest rates, this brought the turbulent waters into the previous safe harbor that was bonds. So, what does this all mean? What exactly happened last year, what does it mean going forward and what does it mean for the savers. Join us as we welcome Sheila King, CFA, Vice President and Co-Portfolio Manager at Eagle Asset Management as we discuss everything bonds last year, and what may be on the horizon for savers. To Learn more about Eagle Asset Management visit their website at: https://www.eagleasset.com/retail Welcome to the Her Two Cents Podcast where your hosts Laura Webb and Faith Doyle come together as two female financial advisors with over 40 years of collective experience to provide a multigenerational perspective on all things money. Our goal is that through these conversations, we can normalize the way women talk about and view money.

Jim Madden, the Senior Vice President, Co-Portfolio Manager at Calamos Investments, joins Anna Davlantes to talk about what sustainable investing is, and why it’s important to know details about companies before you decide to invest in them.

With recession looming in 2023, it's worth considering how much the Fed can even do at this point, and whether monetary and fiscal policies have a chance of cushioning the shock once again. Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, provides insights on U.S. versus international markets, minimizing risk, and positioning portfolios for an economic slowdown

Welcome to the edge of the world. Today we look closely at the emerging technologies helping the aviation industry become more efficient, cost-effective and sustainable. From alternative fuels to autonomous aircraft, now is the time for new markets and investment opportunities to take flight. Joining us are modern-day pioneer André Borschberg, Co-Founder and Executive Chairman of H55, who completed the first ever round-the-world solar flight with Solar Impulse, a company he co-founded with Bertrand Piccard, the grandson of Auguste and son of Jacques. We also welcome Matheu Parr, Customer Director for Rolls-Royce Electrical, and Christian Roessing, Co-Portfolio Manager of Clean Energy Strategy for Pictet Asset Management.

Stephanie Link, Chief Investment Strategist at Hightower Advisors and CNBC contributor, Joins Julia La Roche on episode 39 to discuss the Fed's latest interest rate hike, her economic and market outlook for 2023, her investment process, what makes a great CEO, working with Jim Cramer, and more. Stephanie Link joined Hightower in June 2020 as Chief Investment Strategist and Portfolio Manager at Hightower. Before joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities Research at Nuveen. She also served as Chief Investment Officer at TheStreet, Co-Portfolio Manager of Jim Cramer's Charitable Trust, and Managing Director of Institutional Sales and Director of Research at Prudential Equity Group. With over 27 years of experience managing money, Ms. Link's insights are frequently sought after for industry events and by the media, and is a CNBC contributor for several shows, including The Halftime Report, Closing Bell, and Squawk Box. 0:00 Intro 0:00 Reaction to the Fed rate hike 2:33 Should be ratcheting down the hawkishness 3:33 Outlook on rate hikes 4:30 Theory on market reaction to Fed 5:30 Pivot off the table in Q1 7:08 Inflation 9:06 Fed's 2% inflation target 10:06 Big picture view of the economy 14:45 Investment approach 19:12 Opportunities 23:12 Picking the No. 1 and 2 players 25:00 Betting against consumer is not a great thing 27:12 Evaluating management teams, CEOs 30:22 What makes a great leader? 34:39 Jim Cramer 39:57 Buying when a stock is down 42:00 Pursuing a career in finance/investing 45:00 CNBC 47:40 Sports team 49:20 Routine 51:20 Parting thoughts

Jim Cacioppo cut his teeth in the financial world in the early 1990s with investment bank Wasserstein Perella. The bank was co-founded by Bruce Wasserstein, the hostile takeover pioneer portrayed in Barbarians at the Gate, the book about his 31 billion dollar takeover bid for RJR Nabisco. Cacioppo, after working at some of New York's most storied hedge funds, broke into the cannabis industry in 2018, and co-founded Jushi Holdings, a growing MSO. He brought a "buy big" strategy with him into cannabis, spending tens of millions of dollars on licenses and acquisitions in states like Illinois and Virginia. In this episode of Seed to CEO, Cacioppo will share: How his finance experience helped him in cannabis How to identify lucrative acquisition opportunities in an ever-changing economic environment How to pick markets for new launches How expand and scale Who is Jim Cacioppo? Jim Cacioppo is the CEO, Chairman and Founder of Jushi, one of the biggest MSOs in the nation. Before breaking into cannabis in 2018, Cacioppo spent more than 20 years with some of the most successful hedge funds in finance. Cacioppo is also Co-Founder and Managing Partner of One East Partners, and previously served as President and Co-Portfolio Manager of Sandell Asset Management and Head of Distressed Debt for Halcyon Management, a global investment firm with over US$9 billion in assets. Cacioppo earned his BA from Colgate University and his MBA from Harvard University.  

Jim Cacioppo cut his teeth in the financial world in the early 1990s with investment bank Wasserstein Perella. The bank was co-founded by Bruce Wasserstein, the hostile takeover pioneer portrayed in Barbarians at the Gate, the book about his 31 billion dollar takeover bid for RJR Nabisco. Cacioppo, after working at some of New York's most storied hedge funds, broke into the cannabis industry in 2018, and co-founded Jushi Holdings, a growing MSO. He brought a "buy big" strategy with him into cannabis, spending tens of millions of dollars on licenses and acquisitions in states like Illinois and Virginia. In this episode of Seed to CEO, Cacioppo will share: How his finance experience helped him in cannabis How to identify lucrative acquisition opportunities in an ever-changing economic environment How to pick markets for new launches How expand and scale Who is Jim Cacioppo? Jim Cacioppo is the CEO, Chairman and Founder of Jushi, one of the biggest MSOs in the nation. Before breaking into cannabis in 2018, Cacioppo spent more than 20 years with some of the most successful hedge funds in finance. Cacioppo is also Co-Founder and Managing Partner of One East Partners, and previously served as President and Co-Portfolio Manager of Sandell Asset Management and Head of Distressed Debt for Halcyon Management, a global investment firm with over US$9 billion in assets. Cacioppo earned his BA from Colgate University and his MBA from Harvard University.  

Nick Tompras founded ACR Alpine Capital Research in 1999 to fulfill his vision of an asset manager built solely on fundamental investment principles. He developed ACR's core investment philosophy and policies, and authors the firm's quarterly investment commentary. He is the lead Portfolio Manager of ACR's flagship Equity Quality Return (EQR) strategy and serves as Co-Portfolio Manager of the firm's Multi-Strategy Quality Return (MQR) strategy. Prior to forming ACR, he was Portfolio Manager at the asset management subsidiary of what is now US Bank. Nick earned his degree in English from Southern Methodist University (SMU) in Dallas and is a CFA charter holder. Nick joins the chat to share more about his professional journey, commitment to a successful investment strategy, and what most excites him during these challenging and uncertain times. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in no way constitutes investment advice and is not an offer to buy or sell any products or services. 

2022 has been a year to forget as far as investing goes, and in this episode of The Bid, host Will Su brings together two investors from different generations to examine the factors shaping the outlook for the U.S. stock market from their different vantage points and experience. Joining Will are Tony DeSpirito, CIO of U.S. Fundamental Equities, and Caroline Bottinelli, Co-Portfolio Manager from our U.S. Growth team. Sources mentioned: John Kenneth Galbraith ‘A Short History of Financial Euphoria'The survey referenced herein was conducted online in January and May 2022. Respondents (1,083 in January and 1,091 in May) were Americans aged 25+ with a minimum of $250,000 in investible assets. The survey was executed by Material Holdings, an independent research company. This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock. In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20-549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock MKTGH0222U/M-2036247-6/7Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). The material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. In Latin America: this material is for educational purposes only and does not constituteinvestment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2022 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark ofBlackRock, Inc. All other trademarks are those of their respective owners.

Howard reflects on memos related to the Global Financial Crisis with Bob O'Leary, Co-Portfolio Manager of Oaktree's Global Opportunities strategy. They share their most striking memories from the years leading up to and during the crisis. They also discuss today's market environment and consider whether investors have forgotten many of the lessons they should have learned during this tumultuous period.

Recorded - 30/08/2022On todays episode of the WTFinance podcast I had the opportunity to speak with Michael Gayed, Portfolio manager at Toroso Investments and Publisher of  @The Lead-Lag Report . During the interview we talked about what is happening in the markets, why markets are acting different this time, whether we could see a housing crash and why it may be a good idea to break the market. I hope you enjoy!0:00 - Introduction0:43 - Michael's opinion on what is happening in the markets2:27 - Going mad following the markets daily3:30 - Opinions of what is happening and data to support it?7:03 - Going back to traditional trends9:25 - Are we at a late state credit scenario?10:50 - Lumber and could refinancing in housing markets be effected?13:26 - Sometimes it is the best idea to collapse an asset class14:36 - What would need to happen to go risk on?16:28 - Why have we seen the disconnect from trends and does it matter?21:40 - Why central banks don't have an impact on bonds22:22 - Any positives in the market?24:40 - Which topics were most enlightening from Lead-Lag Report Podcast?26:33 - Any other niche's peaking Michael's interests?27:50 - One message from the interview and Michael's work?Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements.Michael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.Michael Gayed - Website - https://www.leadlagreport.com/Twitter - https://twitter.com/leadlagreportLinkedIn - https://www.linkedin.com/in/michael-a-gayed-cfa/Instagram - https://www.instagram.com/leadlagreport/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Phil Palumbo, CEO, CIO, and Founder of Palumbo Wealth Management, joins the show to discuss investing strategies. Scott Ladner, Chief Investment Officer at Horizon Investments, joins the show to talk about markets and the economy. Anna Wong, Chief US Economist with Bloomberg Economics, previews Jay Powell's speech at Jackson Hole. Amber Fairbanks, Portfolio Manager at Mirova, joins the show to talk about markets, ESG backlash, and investment outlook amid Jackson Hole. John Kline, Managing Director and Co-Portfolio Manager of New Mountain Capital's Private Credit Portfolio, joins the show to discuss current trends impacting private equity and private credit. Hosted by Paul Sweeney and Kriti Gupta.See omnystudio.com/listener for privacy information.

Part 2 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retireesFull video replay with Chris - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

Part 1 of 2 of the replay of my previously aired Facebook live video with Chris D'Agnes, CFA, Partner and Co-Portfolio Manager at Hamlin Capital Management. Chris talked about the high dividend equity portfolio he manages and why dividends are an important part of investing for retireesFull video replay with Chris - hereFacebook group - Taxes in RetirementYouTube channel - Retirement Planning DemystifiedNewsletter - Retirement Planning Insights

With David Rainey, Co-Portfolio Manager of the Hennessy Focus Fund

We have talked at length on previous episodes about the flaws in compliance markets. And the team at Nori obviously believes in voluntary carbon markets, as we're building one ourselves. But there's a wide range of quality among voluntary markets, and the space is 1,000 times smaller than the compliance programs in progress around the world. So, have cap-and-trade markets contributed to a meaningful reduction in emissions in spite of their flaws? And are compliance markets the only way to address carbon emissions at scale? Michael Azlen is the Founder and CEO of Cabon Cap Management LLP and Co-Portfolio Manager of the World Carbon Fund. On this episode of Reversing Climate Change, Michael joins Ross and guest cohost Aldyen Donnelly to explain how he got interested in carbon as an asset class and share his take on the benefits of compliance markets. Aldyen offers insight on the two compliance market models, describing the problems associated with programs modeled after the SO2 Allowance Market—and why she prefers the framework of the Montreal Protocol. Listen in to understand how Michael thinks about regulating voluntary carbon markets and why he is optimistic about the global growth in compliance markets despite their imperfections. Connect with Nori Purchase Nori Carbon Removals Nori's website Nori on Twitter Check out our other podcast, Carbon Removal Newsroom Resources Carbon Cap Management Climate-Crypto, COP26, and Carbon Accounting Rules on Reversing Climate Change S3EP1 Michael's Paper on Carbon as an Emerging Asset Class World Carbon Fund The US Acid Rain SO2 Allowance Market The Montreal Protocol EU Emissions Trading System Fit for 55 Kyoto Protocol Clean Air Interstate Rule Cross-State Air Pollution Rule The Regional Greenhouse Gas Initiative California's Cap-and-Trade Program California Scoping Plan Documents UK Emissions Trading Scheme --- Send in a voice message: https://anchor.fm/reversingclimatechange/message Support this podcast: https://anchor.fm/reversingclimatechange/support

Investors once were used to seeing momentum swing between growth and value stocks in a classic economic cycle. But the pandemic subverted all of that, creating shorter mini-cycles as cases rose and fell. Now with interest rates on the rise, a new chapter might be about to unfold. Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, talks with John Indellicate, CFA, Co-Portfolio Manager at Scout Investments, Michael Waterman, CFA, Portfolio Manager at ClariVest Asset Management, and Steve Singleton, Head of Risk at Carillon Tower Advisers, about 2022's emerging opportunities in the seesaw world of factor investing.

This is an awesome show! We sit down with Dan Lebensohn to talk about how he went from a high power real estate attorney in New York to becoming an active investor and developer of CRE. We talk about some of his war stories and lessons he has learned over the course of his career. With an expertise in complex distressed and workout scenarios, Mr. Lebensohn oversees the Deal Sourcing, Legal and Structuring components of BH3's acquisitions. Prior to cofounding BH3, Mr. Lebensohn served as in-house counsel to a Manhattan owner, operator and developer for several years and has more than 20 years of investment and operational experience, including acquisitions and management of multifamily and commercial projects in NYC through his first company Wilder Realty LLC. Mr. Lebensohn holds a juris doctorate from the prestigious New York Law School and practiced law in New York City for more than 12 years, during which he was actively acquiring and turning around assets in the Tri-State region. Daniel also serves as Co-Portfolio Manager of the BH3 Debt Opportunity Fund I, L.P. where in that capacity he is jointly responsible for all major decisions including investment decisions, legal strategy and asset dispositions. Mr. Lebensohn also serves as Co-CEO, Investment Committee Member and Board Member for Crixus BH3 Acquisition Company (Nasdaq: BHAC), a special purpose acquisition company focused on real estate, construction and infrastructure.

During the gold rush, the real money was made not by miners but by the businesses who sold the miners their picks and shovels. Now semiconductors are poised to be the picks and shovels of the coming decade, said Derek Smashey, CFA, Co-Portfolio Manager at Scout Investments. Smashey joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to examine what happened to the reflation trade over the last year and what to watch for in 2022 and beyond.

In this episode of On The Margin Mike is joined by returning guest Avi Felman. Avi is the Co Portfolio Manager at BlockTower Capital and joins us to share his updated outlook on the market. Avi discusses the key trends in the crypto market from Bitcoin & Ethereum, value vs momentum, the layer-1 wars & more. -- Ledger: This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto. Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security. Visit https://onthemargin.link/ledger and make your crypto journey easier and safer. -- OurCrowd: Join the fastest growing venture capital investment community, at https://www.ourcrowd.com/otm --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

Jim Golan, Co-Portfolio Manager at William Blair Large Cap Growth Fund (LCGNX), discusses his stock picks, which include MSFT, GOOGL, CAN, INTU, NKE, and GWRE. He also goes over the outlook for large cap stocks. Tom White then joins to talk about how to trade Alphabet (GOOGL) and demonstrate an example trade. Tune in to find out more.

Exchange-traded funds (ETFs) have grown in popularity and breadth since the early 2000s. How can investors assess potential pitfalls and conduct proper due diligence? Jason Richey, CFA, Co-Portfolio Manager at Cougar Global Investments, joins Matt Orton, CFA, Chief Market Strategist at Carillon Tower Advisers, to trace the history of ETFs and consider the future.

Our discussion will be centered around the digital themes that are transforming our society - the way we live, work and play. Featured are Mark McMillan, a Regional Sales Director with UBS Asset Management, and Eric Garfunkel, Co-Portfolio Manager for UBS Asset Management digital transformation themes strategy. Host: Daniel Cassidy

Mid-cap stocks have been pushed into the background as investors focus on rotation between large and small, and growth versus value. That might mean a missed opportunity. John Indellicate, CFA, Co-Portfolio Manager on Scout Investments' Mid Cap Equity Team, and Tariq Siddiqi, CFA, Senior Research Analyst on Eagle Asset Management's Growth Team, join Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, to dig into the case for mid caps at this moment.