Podcasts about deputy cio

In this podcast, Edmund Shing, Global Chief Investment Officer, and Guy Ertz, Deputy CIO, discuss the implications of the first FOMC meeting under Kevin Warsh for monetary policy and bond markets.A shift towards a more hawkish Fed stance, with policymakers now considering rate hikes instead of cuts, alongside changes in Fed communication such as reduced forward guidance.An uncertain rate outlook, where the Fed may remain on hold in the near term but could introduce a rate hike later in the year—potentially in December depending on economic data and political constraints.Rising risks for bond markets, particularly at the long end of the curve, as reduced visibility uncertainty on long-term inflation and Fed decisions could increase term premia and push yields higher.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Let us know your thoughts, questions, and who you want to hear from next!EW&L's Tim Whybourne sat down with Mark Arnold and Jason Orthman, CIO and Deputy CIO of Hyperion Asset Management, to talk through what may be the most consequential investment backdrop of our careers. Hyperion manages over $13 billion with a single conviction: find companies that compound earnings at double-digit rates and hold them long enough for the market to agree. In practice, that requires a pain tolerance most investors don't have. In this episode, Mark and Jason make the case that quality growth stocks, the ones most people think are expensive, are deeply undervalued on a 10-year view. They walk through how they repositioned ahead of the SaaS unwind, why they see AI as a structural shift rather than a theme, and what it means to own the full stack rather than bet on individual applications. Their forecast: 25% EPS growth across the portfolio. The current drawdown, in their view, is the entry point. Disclaimer: The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients.  That means the information does not consider your objectives, financial situation or needs.  You should consider if the information is appropriate for you and your needs.  You should always consult your trusted licensed professional adviser before making any investment decision. 

In this month's 3EDGE View From the EDGE: The Rally in Equities Continues, Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Head of Research and Deputy CIO, provide our latest outlook for global capital markets in light of the ongoing war in Iran. Subscribe The post View From the EDGE® May 2026: The Rally in Equities Continues appeared first on 3EDGE Asset Management.

What are the challenges of growth? What are opportunities? What if you get to create a client advisory function from scratch? Where would you start?In this special bonus episode - one of five that we will be launching every Friday for the next four weeks - is part of a special collaboration with Always a Pensions Angle Podcast by DG publishing. A few months ago at a conference hosted by DB Publishing I sat down with five leaders across the LGPS to capture their thoughts on the current state of transition among the asset pools.Trevor is a friend and long term contact of mine on the LGPS circuit. We first worked together at Lancashire County Pension Fund over 10 years ago, were co-advisers at South Yorkshire Pensions Authority and I'm now so pleased to see his success at LGPS Central, where he is Chief Client & Advisory Officer.Trevor has extensive LGPS and broader investment management experience and has worked as an investment consultant recognised as a leading expert in private market investment. Trevor has been a member of the LGPS community since working as Deputy CIO at Lancashire County Pension Fund (LCPF) and then Deputy CIO and Investment Director for Private Credit at LGPS pooling entity LPPI. In this podcast we dig in to what it means to create a client advisory role, ask about whether there is any conflict inherent in being both client and shareholder, on the part of the Administering Authorities and discuss the importance of applying internal rigour.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 1st Quarter of 2026.

In this month's 3EDGE ​View from the EDGE®: War in the Middle East​, Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Head of Research and Deputy CIO, provide our latest outlook for global capital markets in light of the ongoing war in Iran. Subscribe The post View From the EDGE® April 2026: A Two-Week Ceasefire, but Uncertainty Remains appeared first on 3EDGE Asset Management.

Franklin Templeton's Deputy CIO Max Gokhman breaks down why 60/40 is dead, how $1.7T heads onchain, and why TradFi and DeFi are merging into one market.Max Gokhman is Deputy CIO at Franklin Templeton Investment Solutions, managing $1.7T across equities, fixed income, and digital assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:14 Rise of 24/7 Trading05:30 NYSE's Blockbuster Moment08:45 Alpha in Onchain vs. Off-Chain12:20 Arb Opportunities Decaying Fast15:10 Franklin x Ondo Partnership18:40 Who Buys Tokenized ETFs?22:15 TradFi Meets DeFi 26:00 60/40 Portfolio Is Dead29:30 Goals-Based Investing Explained33:00 Digital Asset Allocation Framework36:20 Valuing DeFi Protocol Tokens40:10 Why Gaming Tokens Still Matter44:30 AI Coming for Asset Managers?47:00 Agentic Investment Committee Built51:20 Client-Facing AI Systems54:00 Advisors Pitching Digital Asset ETFsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.EPISODE SUMMARYWith oil prices surging, rate-cut expectations evaporating, and a conflict now entering its fourth week, host Pierre Daillie sits down with Jeffrey Sherman, Deputy CIO of DoubleLine Capital, to interrogate the assumptions underlying today's risk portfolios. Sherman maps the transmission channels from Middle East conflict to Main Street purchasing power, dissects what the bond market is — and isn't — signalling about fiscal sustainability, and raises uncomfortable questions about the liquidity architecture of private credit vehicles that investors may not have asked themselves yet. The conversation spans the K-shaped labour market, the rotation into international and emerging market assets, and where Sherman sees the most defensible risk-adjusted opportunities in fixed income right now — without pretending the answers are simple. 3 KEY TAKEAWAYS • The Iran conflict is structurally different from a tariff shock — war policy does not reverse on equity market pressure, making the "buy-every-dip" playbook potentially dangerous for the first time in years. • Semi-liquid private credit vehicles carry a hidden contagion risk: when investors can't redeem, they sell public assets instead — a dynamic Sherman calls "the margin vortex" — and that forced selling can spiral back to reprice the illiquid positions that started the problem. • In this environment, Sherman favours short-duration high-quality credit, agency and non-agency mortgages, and emerging market local currency bonds as the preferred expression of the de-dollarisation and commodity tailwind trade. TIMESTAMPED CHAPTERS00:00 - Opening — overweight US risk and what to do about it 01:30 - Introduction: recording amid active conflict, March 20, 2026 03:15 - War as an inflationary event — oil, distillates, and the infrastructure damage timeline 06:00 - Higher oil for longer: the "transitory" shock that stays at the new price level 08:00 - Growth curtailment, the deficit, and what the bond market is actually pricing 11:25 - Why this is not a TACO trade — the limits of policy reversal in wartime 13:50 - K-shaped economy: labour market confusion, the no-fire/no-hire dynamic, and wage data 19:35 - Three regressive shocks hitting lower-income households: inflation, tariffs, oil 20:10 - Credit spreads: IG, high yield, and the triple-C divergence 23:30 - International equities, the commodity rotation, gold, and EM local currency bonds 30:15 - DoubleLine's portfolio positioning and the case for diversification right now 34:20 - Private credit: the slow motion train wreck, gating mechanisms, and the margin vortex 45:40 - The liquidity mismatch problem — why "semi-liquid" is a contradiction in terms 49:05 - Specific fixed income opportunities: mortgages, CLOs, IG, and leveraged loan avoidance 52:45 - Practical playbook for advisors: portfolio tilts, hedges, and what to explicitly avoid #FixedIncome #BondMarket #DoubleLine #MacroInvesting #PrivateCredit #OilPrices #PortfolioStrategy #EmergingMarkets #GoldInvesting #InterestRates #CreditMarkets #InvestingIn2026 #WealthManagement #FinancePodcast #InsightIsCapital #GeopoliticalRisk #JeffreySherman #TACOTrade #HighYield #Deflation

In this month's 3EDGE ​View from the EDGE®: War in the Middle East​, Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Head of Research and Deputy CIO, provide our latest outlook for global capital markets in light of the ongoing war in Iran. Subscribe The post View From the EDGE® March 2026: War in the Middle East appeared first on 3EDGE Asset Management.

In this episode of The Milk Road Show, we sit down with Max Gokhman, Deputy CIO at Franklin Templeton Investment Solutions, to break down why Bitcoin and digital assets may actually benefit during times of global conflict. As capital moves across borders and traditional markets react to geopolitical shocks, crypto may be emerging as a new financial escape valve.~~~~~⁠⁠⁠⁠⁠⁠⚡ Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this EDUCAUSE episode, Kyle Bowen from Arizona State University, Joe Sabado from UC Santa Barbara, and Doug Thompson from Tanium make the case that efficiency was never supposed to be the finish line — and break down what responsible AI adoption actually looks like when it connects to the mission.FeaturingKyle Bowen is the Deputy Chief Information Officer at Arizona State University leading AI strategy across one of America's largest and most digitally active universities — overseeing the Create AI platform, an AI Innovation Challenge that has funded 700 projects, and ASU's first Agentic AI and Student Experience conference drawing 600 attendees from around the world.Joe Sabado is the Deputy CIO at UC Santa Barbara leading a team of 65 across student and financial information systems, data governance, and an AI community of practice he co-founded — and outside of UCSB he runs Campus AI Exchange and has built an eight-pillar responsible AI framework that higher ed institutions are already using as a practical guide.Doug Thompson is the Chief Education Architect at Tanium bringing 15+ years of higher ed experience to help institutions get real-time visibility into the endpoint complexity that underpins both cybersecurity and AI readiness — with a front-row view of how higher ed IT is slowly but genuinely shifting toward enterprise-scale thinking.Timestamps(2:00) AI efficiency isn't the end goal — Joe Sabado on evidence-based adoption(5:00) Campus AI Framework — UCSB's eight-pillar responsible AI adoption model(7:00) ASU's Agentic AI & Student Experience Conference — 600 attendees, global reach(10:00) Endpoint explosion in higher ed — how Tanium gives CISOs real-time visibility(17:00) ASU's Create AI platform — 50+ LLMs, built for secure enterprise AI(23:00) UT Arlington transformation — Tanium case study on visibility and scale(26:00) Beyond efficiency — Joe Sabado on AI and human flourishing(30:00) AI Innovation Challenge — how ASU funded 700 projects in 18 months(38:00) What higher ed leaders are getting wrong about their first AI move(42:00) Innovation IS keeping the lights on — Kyle Bowen challenges the premiseListen now: YouTube x Apple x SpotifyWhenever you're ready, there are 3 ways you can connect with TechTables:1.

With early exposure to Paul Tudor Jones and then stints on the sell-side in credit research, Michael Contopoulos is now Deputy CIO of Richard Bernstein Advisors, a macro-oriented asset manager overseeing roughly $20 billion across long-only portfolios. Our discussion centers on portfolio construction in an era of extreme equity concentration and shifting global leadership.On the equity side, the firm is under-weight the most concentrated segments of U.S. equities and overweight international markets, citing valuation gaps, earnings acceleration abroad, and under-ownership by investors.Using his background in quantitative credit strategy and a Merton framework for modeling  spread risk, Michael brings a structural lens to today's corporate debt markets. Our conversation focuses on the surge in long-dated issuance tied to AI infrastructure build-outs. He argues that history rarely rewards lenders who finance capital-intensive growth booms at their peak.Drawing parallels to late-1990s telecom boom, Michael questions whether investors are being adequately compensated for duration and technology risk embedded in 40- and 50-year debt issued by hyperscalers building data centers. The core concern is twofold: that AI-driven revenue gains may not justify the scale of investment, and that infrastructure built today may not remain technologically relevant decades from now.I hope you enjoy this episode of the Alpha Exchange, my conversation with Michael Contopoulos.Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Today, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves as a Board member of the Foundation for Seacoast Health, a member of the Dean's Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School. Kate is Chief of Staff and Deputy CIO at Tide Cycle. She joined the firm following a brief career pause to explore philanthropic pursuits. Kate was previously a Managing Principal and Consultant at Prime Buchholz LLC where she built successful investment programs for a variety of clients. Prior to Prime Buchholz, Kate worked at Deutsche Bank AG in New York and Mellon Trust in Boston. She is a member of the Sustainability Advisory Board at the University of New Hampshire, the Finance Committee at the Southeast Land Trust, and the Boston Economic Club. Kate volunteers with Invest for Better and CFA? (Society) Boston to promote financial literacy. Jeff and Kate, and their firm Tide Cycle, are valued Advisor members of FOX, and we are privileged to have their knowledge and expertise in our membership community. One significant and growing tendency in the family office space is for wealth owners to consider and create virtual family offices. Jeff and Kate give an overview of the family office virtualization trend and describe the latest developments in this space. As part of the virtualization trend, outsourcing the investment function is increasingly common among family offices. Jeff and Kate share their perspective on the evolution of the OCIO function and practice in recent years, explaining how the function is defined and how has it changed. One major practical consideration for family offices is how to envision what to outsource and what to keep in-house. Jeff and Kate offer their tips for wealth owners and family office leaders on how to make this important and consequential decision. Another piece of practical advice Jeff and Kate have for family office principals and executives is to consider the full investment function by analyzing the full value chain of activities and players. They talk about this important consideration and highlight how family office professionals can best accomplish that goal. Do not miss this highly instructive conversation with two of the foremost leaders and practitioners in the OCIO space serving top UHNW families and their family offices.

Nathan Tierney joins the podcast to discuss his journey as a retired Army Warrant Officer and former Navy rescue swimmer. After transitioning from a career as a helicopter pilot to the civilian sector, Nathan ascended to senior executive roles at the U.S. Department of Veterans Affairs, serving as Deputy CIO and Chief People Officer. Throughout his career, he has relied on the discipline and drive learned in the military, paired with the guidance of key mentors, to navigate large-scale organizational transformations. The conversation also covers Nathan's book, Rebel Leaders GSD, which he wrote to provide leaders with the practical education needed to handle high-pressure environments. He outlines the three core sections of the book and emphasizes the fundamental importance of mastering the basics to ensure success. Today, Nathan focuses on helping leaders make clear, decisive calls in the face of uncertainty and high-stakes consequences. Episode Resources: Nathan Tierney - Gartner | LinkedIn Rebel Leaders GSD on Amazon   About Our Guest Nathan Tierney is a special operations veteran, former senior federal executive, and author of Rebel Leaders GSD. Over a 25-year career, he has led teams in combat, crisis response, and large-scale federal transformation, including serving as Deputy CIO and Chief People Officer at the U.S. Department of Veterans Affairs. Today, he helps leaders make clear, decisive calls when pressure, uncertainty, and consequences are real.   About Our Sponsors Navy Federal Credit Union   Navy Federal Credit Union offers exclusive benefits to all of their members. All Veterans, Active Duty and their families can become members. Have you been saving up for the season of cheer and joy that is just around the corner? With Navy Federal Credit Union's cashRewards and cashRewards Plus cards, you could earn a $250 cash bonus when you spend $2,500 in the first 90 days. Offer ends 1/1/26. You could earn up to 2% unlimited cash back with the cashRewards and cashRewards Plus cards. With Navy Federal, members have access to financial advice and money management and 24/7 access to award-winning service. Whether you're a Veteran of the Army, Marine Corps, Navy, Air Force, Space Force or Coast Guard, you and your family can become members. Join now at Navy Federal Credit Union. At Navy Federal, our members are the mission.      Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today. Disclosure: Some of the links above are affiliate links. This means that, at zero cost to you, I will earn an affiliate commission if you purchase via the link provided.

Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment trends from supportive monetary and fiscal policy and shifting market leadership. Read more insights from Morgan Stanley.----- Transcript -----Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross Asset Strategist. Today we're revisiting the 2026 global equity outlook with two senior leaders from Morgan Stanley Investment Management. Andrew Slimmon: I am Andrew Slimmon, Head of Applied Equity Team within Morgan Stanley Investment Management. Jitania Kandhari: And I'm Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Portfolio Manager for Passport Strategies and Head of Macro and Thematic Research for Emerging Market Equities within Morgan Stanley Investment Management.It's Tuesday, February 3rd at 10 am in New York. So as investors are entering in 2026, after several years of very strong equity returns with policy support reaccelerating. As regular listeners have probably heard, Mike Wilson, who of course is CIO and Chief Equity Strategist for Morgan Stanley – his view is that we ended a three-year rolling earnings recession in last April and entered a rolling recovery and a new bull market. Now, Andrew, in the spirit of debate, I know you have a different take on valuations and where we are at in the cycle. I'd love to hear how you're framing this for investment management clients. Andrew Slimmon: Yeah, I mean, I guess I focus a little bit more on the behavioral cycle. And I think that from a behavioral cycle we're following a very consistent pattern, which is we had a bad bear market in 2022 that bottomed down 25 percent. And that provided a wonderful opportunity to invest. But early in a behavioral cycle, investors are very pessimistic. And that was really the story of [20]23 and really 2024, which were; investors, you know, were negative on equities. The ratios were all very negative and investors sold out of equities. And that's consistent with a early cycle. And then as you move into the third-fourth year, investors tend to get more optimistic about returns. Doesn't necessarily mean the market goes down. But what it does mean is the market tends to get more volatile and returns start to compress, and ultimately, bull markets die on euphoria. And so, I think it's late cycle, but it's not end of cycle. And that's my theme; is late cycle but not end of cycle.Serena Tang: And I think on that point, one very unusual feature of this environment is that you have both monetary and fiscal policy being supportive at the same time, which, of course, rarely happens outside of recession. So how do you see those dual policy forces shaping market behavior and which parts of the market tend to benefit? Andrew Slimmon: Well, that's exactly right. Look, the last time I checked, page one of the investment handbook says, ‘Don't fight the Fed.' And so, you have monetary policy easing. And what we; remember what happened in 2021? The Fed raised rates and monetary policy was tightening. Equities do well when the Fed is easing, and that's one of the reasons why I think it's not end of cycle. And then you layer in fiscal policy with tax relief coming, it is a reason to be relatively optimistic on equities in 2026. But it doesn't mean there can't be bumps along the way – and I think a higher level of optimism as we're seeing today is a result of that. But I think you stick with those more procyclical areas: Finance, Industrials, Technology, and then you move down the cap curve a little bit. I think those are the winning trades. They really started to come to the fore in the second half of last year, and I think that will continue into 2026. Serena Tang: Right. And we've definitely seen some bumps recently, but I think on your point around yields. So, Jitania, I think that policy backdrop really ties directly to your idea of the age of capped real rates. In very simple terms, can you explain what that means and what's behind that view? Jitania Kandhari: Sure. When I say age of real rates being capped, I mean like the structural template within which I'm operating, and real rates here are defined by the 10-year on the Treasury yield adjusted for CPI.Firstly, I'd say there was too much linear thinking in markets post Liberation Day. That tariffs equals inflation equals higher rates. Now, tariff impacts, as we have seen, can be offset in several ways, and economic relationships are rarely linear.So, inflation may not go up to the extent market is expecting. So that supports the case for capped rates. And the real constraint is the debt arithmetic, right? So, if you look at the history of public debt in the U.S., whenever there was a surge in public debt during the Civil War, two World Wars, Global Financial Crisis, even during COVID. In all these periods, when debt spiked, real rates have remained negative.So, there can be short term swings in rates, but I believe that markets not necessarily central banks will even enforce that cap. Serena Tang: You've described this moment, as the great broadening of 2026. What's driving this and what do you think is happening now after years of very narrow concentration? Jitania Kandhari: Yes. I think like if last decade was about concentration, now it's going to be about breadth. And if you look at where the concentration was, it was in the [Mag] 7, in the AI trade. We are beginning to see some cracks in the consensus where adoption is happening, but monetization is lagging. But clearly the next phase of value creation could happen from just the model building to the application layer, as you guys have also talked about – from enablers to adopters.The other thing we are seeing is two AI ecosystems evolve globally. The high cost cutting edge U.S. innovation engine and the lower cost efficiency driven Chinese model, each of them have their own supply chain beneficiaries. And as AI is moving into physical world, you're going to see more opportunities. And then secondly, I think there are limitations on this tariff policies globally; and tariff fears to me remain more of an illusion than a reality because U.S. needs to import a lot of intermediate goods And then lastly, I see domestic cycles inflecting upwards in many other pockets of the world. And you add all this up; the message is clear that leadership is broadening and portfolio should broaden too. Serena Tang: And I want to sort of stay on this topic of broadening. So, Andrew, I think, you've also highlighted, you know, this market broadening, especially beyond the large cap leaders, even as AI investment continues, I think, as you touched on earlier. So why does that matter for equity leadership in 2026? And can you talk about the impact of this broadening on valuations in general? Andrew Slimmon: Sure. So I think, you know, I've been around a long time and I remember when the internet first rolled out, the Mosaic browser was introduced in 1993. And the first thing the stock market tried to do is appoint winners – of who was going to win the internet, you know, search race. And it was Ask Jeeves and it was Yahoo and it was Netscape. Well, none of those were the winners. We just don't know who's ultimately going to be the tech winner. I think it's much safer to know that just like the internet, AI is a technology productivity enhancing tool, and companies are going to embrace AI just like they embraced the internet. And the reason the stock market doubled between 1997 and the dotcom peak was that productivity margins went up for a lot of companies in a lot of industries as they embraced the internet. So, to me, a broadening out and looking at lower valuations, it is in many ways safer than saying this is the technology winner, and this is technology loser. I think it's all many different industries are going to embrace and benefit from what's going on with AI. Serena Tang: You don't want to know where I was in 1993. And I don't recognize most of those names. Andrew Slimmon: Sorry. I was 14! Serena Tang: [Laughs] Ok. Investors often hear two competing messages now. Ignore the macro and buy great companies or let the big picture drive everything. How do you balance top-down signals with bottom-up fundamentals in your investment process? Andrew Slimmon: Yeah, I think you have to employ both, and I hear that all the time; especially I hear, you know, my competitors, ‘Oh, I just focus on my stock picks, my bottom up.' But, you know, look statistically, two-thirds of a manager's relative performance comes from macro. You know, how did growth do? How did value do? All those types of things that have nothing to do with what stock picks... And likewise, much of a return of an individual stock has to do with things beyond just what's happening fundamentally. But some of it comes from what's happening at the company level. So, I think to be a great investor, you have to be aware of the macro. The Fed cutting rates this year is a very powerful tool, and if you don't understand the amplifications of that as per what types of stocks work, because you're so focused on the micro, I think that's a mistake. Likewise, you have to know what's going on in your company [be]cause one third of term does come from actual stock selection. So, I'm a big believer in marrying a top down and a bottom up and try to capture the two thirds and the one third.Serena Tang: Since that 2022 bear market low that you talked about earlier. I mean, your framework really favored growth and value over defensives. But I think more recently you've increased your non-U.S. exposure. What changed in your top-down signals and bottom-up data to make global opportunities more compelling now? Is it the narrative of the end of U.S. exceptionalism or something else? Andrew Slimmon: No, I really think it's actually something else, which is we have picked up signals from other parts of the world, Europe and Japan. That are different signals than we saw really for the last decade, which is namely that pro-cyclical stocks started to work. Value stocks started to work in the first half of 2025. And you look at the history of when that happens, usually value doesn't work for a year and peter out. So that's been a huge change where I would say, a safer orientation has shown the relative leadership, and we have to be – recognize that. So, in our global strategies, we've been heavily weighted towards, the U.S. orientation because we didn't see really a cyclical bias outside. And now that's changing and that has caused us to increase the allocation to non-U.S. exposure. It's a longwinded way of saying, look, I think what the story of last year was the U.S. did just fine. But there were parts of the world that did better and I think that will continue in 2026. Serena Tang: Andrew, Jitania thank you so much for taking the time to talk. Andrew Slimmon: Great speaking with you, Serena. Jitania Kandhari: Thanks for having us on the show. Serena Tang: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

On this episode of Accelerating Government, host Dave Wennergren talks with Margie Graves, recipient of the 2025 ACT-IAC Industry Executive Leadership Award conferred in the spirit of Janice K. Mendenhall about the federal government market and leadership during times of change. Guests:Margie Graves, senior fellow at the IBM Center for the Business of Government, partner for Digital Modernization Strategy at IBM, former federal Deputy CIO and former chair of the Industry Advisory Council. https://www.linkedin.com/in/margaret-graves-4515661a0/ Additional Resources:To learn more about ACT-IAC, please visit our website: https://www.actiac.org/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 4th Quarter of 2025.

This View from the EDGE® video focuses on What's In Store for 2026? Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, turn the page on 2025 and share our firm's most recent outlook for the global capital markets. We hope you can join us for our Quarterly Webinar on January 15th at 12:15pm ET, where we will review our recent performance and discuss our market outlook. Please let me know if you need the registration link. Tap or click on the image to open the January 2026 View From the EDGE® PDF Viewer: On a desktop browser, click the printer icon in the top right to send file to print. Subscribe The post View From the EDGE® January 2026: What’s in Store for 2026? appeared first on 3EDGE Asset Management.

Catalytic capital is often described as concessional capital, sometimes accepting lower returns. But this framing overlooks what matters most. In practice, catalytic capital steps in first, absorbs the risk others can't, and makes institutional capital comfortable enough to follow.If you're involved in capital allocation, this matters because catalytic capital isn't about charity. It's about structuring risk so institutions can invest in assets they normally couldn't because of regulatory and rating rules.This episode focuses on how catalytic capital functions inside impact investing portfolios under real regulatory and balance-sheet constraints. It revisits key points from my earlier conversation with Yasemin Saltuk Lamy who built and scaled the Catalyst Portfolio at British International Investment from roughly £300 million to about £1.6 billion.Tune in to learn:Why who goes first matters more than how much capital goes inWhen catalytic capital actually crowds in institutional investorsHow credit enhancement changes regulatory eligibilityHow impact measurement shapes capital allocation decisionsWhy impact trades off with liquidity, not financial returnsFeatured guest: Yasemin Saltuk Lamy, Head of Investment Strategy for the Institutional Retirement division of Legal & General (L&G) and former Deputy CIO and Head of Asset Allocation and Capital Solutions at British International Investment (BII)Listen Next: Full conversation with Yasemin Saltuk LamyDiscover More from SRI360°:Explore all episodes of the SRI360° Podcast Sign up for the free weekly email update 

Deputy CIO & Portfolio Manager Adam Rich discusses the Capital Allocation Framework team's most recent Winners & Warnings piece: Oil, The Illusion of Abundance. The World Didn't Run Out of Oil. It Ran Out of Reinvestment.

What's really on the mind of strategists and economists right now? In this special, bitesize update episode of Beyond the Benchmark, Daniel Murray, EFG's Deputy CIO, delivers the key takeaways from his recent trip to the US, covering tariffs, valuations and the future of the Federal Reserve.Our host, Sam Jochim:https://bit.ly/4o0EYzrOur guest:Daniel Murray:https://bit.ly/3NBVBC2EFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. 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Securing the public sector is more than protecting systems and data – it's about protecting the trust between the governments and the citizens they serve. In this episode, we welcome Ofer Amrami, Deputy CIO and CISO of the Los Angeles Superior Courts, as he shares insights on what it takes to secure essential public service delivery in an era of growing cyber risk and distrust. From the courtroom to broader public networks, he explores how to defend mission-critical operations, manage the evolving threat landscape, and build a strong sense of trust across diverse stakeholders. 

In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. Together, they explore the evolution of trend-following strategies, the drivers of long-term alpha in trend and the value of trend within a wider portfolio context. They also discuss what sets Lynx apart from other systematic hedge funds, as well as the opportunities AI tools, including LLMs, present for quant managers.    This episode was recorded on September 15, 2025.   Shownotes:  https://www.lynxhedge.se/en/ Systematic investing with Martin Lueck, co-founder, Aspect Capital Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2025 JPMorgan Chase & Company. All rights reserved.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 3rd Quarter of 2025.

In this month's ​View From the EDGE®​ report, Fritz Folts, Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, discuss the results of our latest research across the global capital markets. They review our outlook for the various asset classes we model and how that might guide our future investment decisions. The post View From the EDGE® October 2025 – Momentum Rules… For Now appeared first on 3EDGE Asset Management.

Dan Wolf, former Deputy CIO for the Commonwealth of Virginia and current Director of State Programs for the Alliance of Digital Innovation returns to the show to unpack some of the most pressing issues shaping state and local government today. From the surge of artificial intelligence legislation sweeping all 50 states, to the rise of cybersecurity mandates like New York's reporting requirements and Texas's bold Cyber Command initiative, we discuss insights into how policymakers, CIOs, and the private sector are navigating these transformative shifts. 

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Capital Allocation Team's most recent research; Developed World Has Auto Problems.

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Sara Mikulski, CTO at Kingstone Insurance about the moment in her career that convinced her that the claims ecosystem could be rebuilt around a single, trusted data spine. KEY TAKEAWAYS When I started my career success looked like stabilisation: Getting to a point where we all understand what's happening in which system, where the data is, and just make it work. It wasn't a long-term scalable solution, but I didn't want to come into the organisation and disrupt it. It wasn't ready yet, the first 18 months was about learning what was working and what wasn't before making a move to address the concerns and questions in a scalable way. Between then and now we've changed the entire platform and focussed on ensuring that there were good processes that were understood, good data in the right places so that we could have more automation and potential for AI in the future. This has made our adjustors so happy, as well as us from an IT perspective where it's easier to maintain, help and administer, etc. A lot of AI initiatives that are large and impact your core systems don't always go as expected. The biggest learning we've had, as an organisation, over the last year was to not run before you can walk. Sometimes you think AI can fix the problem or the process, but when you start to talk it through or dissect it, you find out you could simply tweak the system to be better for the people using it or explore a different way of doing the process. BEST MOMENTS ‘There were less emotional decisions in the first place because we took our time and really thought things through.' ‘You have to focus on how to make that one place your place – making sure the data that in there is clean, true, what data is there, what data your adjustors need to go outside of the system for and why.' ‘Efficiency is king right now, which is why AI is getting such a movement behind it; you're trying to find places where you don't have to do something manually, or something that takes hours and condensing it to seconds.' ‘AI will play an enormous role in current and future processes at all insurance carriers, but you still have to go back to the basics and figure out if you're just trying to put a band aid on the problem or if you're trying to solve it long-term.' ABOUT THE GUESTS Sara Mikulski is Chief Technology Officer at Kingstone Insurance and is responsible for managing our IT organization and accountable for the company's systems and data strategy, IT security, infrastructure, development, support, and vendor management. Sara brings 15+ years of experience in the IT arena, leading effective teams and enhancing IT operations. Most recently, she was the Deputy CIO at UPC Insurance, where she was responsible for the delivery of numerous projects aimed at consolidation of platforms and reduction of technical debt. She also held leadership and technical IT positions within the insurance industry at Esurance. Ms. Mikulski also worked at several other companies in various IT-focused roles. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook  TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Adam Rich, Deputy CIO and Portfolio Manager at Vaughan Nelson, discusses the Vaughan Nelson Capital Allocation Team's most recent research, The AI Trade to Narrow.

Asset-based lending has come of age, but its evolution has made it challenging to put it in a homogeneous category or asset class, given its complexity and diversity of the underlying universe. From receivables and real estate to royalties and R&D, the range of collateral backing these loans raises questions about ABL's position within the broader private credit complex. In this episode, we attempt to define the history and parameters of ABL, including how loans are structured, as well as crucial due diligence and portfolio construction considerations. To help us explore these topics, we're joined by Greg Turk, Deputy CIO of Illinois Police Officers' Pension Investment Fund, and Cedric Henley, Partner and Chief Risk Officer of Specialty Finance at SLR Capital Partners.Introduction: (2:08)Halftime: (58:18)Guest: (1:03:50)Guests:Cedric Henley, Partner and Chief Risk Officer of Specialty Finance at SLR Capital PartnersGreg Turk, Deputy CIO, Head of Private Markets, Illinois Police Officers Pension Investment FundEpisode Sources

Darnita Trower, former deputy CIO for Operations at the Internal Revenue Service, discusses her tenure at the agency and the resilience the workforce has shown through budget cuts, administration changes and difficult tax seasons. She said the agency is built to weather storms and is on a continuing modernization path. Trower is an accomplished executive and digital transformation leader with over 20 years of public and private sector experience. During her tenure at the IRS, she managed a $290 million Inflation Reduction Act (IRA) digitalization portfolio, the launch of Secure Access Digital Identity (SADI) and drove legacy modernization. Now that she's departed government, she joins GovCIO Media & Research to discuss her experience, the legacy she's left behind and how she pushed the IRS to modernize itself, while facing budget and staff shortages and solving big problems.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 2nd Quarter of 2025.

Asset-based lending has come of age, but its evolution has made it challenging to put it in a homogeneous category or asset class, given its complexity and diversity of the underlying universe. From receivables and real estate to royalties and R&D, the range of collateral backing these loans raises questions about ABL's position within the broader private credit complex. In this episode, we attempt to define the history and parameters of ABL, including how loans are structured, as well as crucial due diligence and portfolio construction considerations. To help us explore these topics, we're joined by Greg Turk, Deputy CIO of Illinois Police Officers' Pension Investment Fund, and Cedric Henley, Partner and Chief Risk Officer of Specialty Finance at SLR Capital Partners.Introduction: (0:48)Halftime: (57:12)Guest: (1:02:45)Guests:Cedric Henley, Partner and Chief Risk Officer of Specialty Finance at SLR Capital PartnersGreg Turk, Deputy CIO, Head of Private Markets, Illinois Police Officers Pension Investment FundEpisode Sources

The Department of Defense's Office of the Chief Information Officer is considering reducing the number of Pentagon employees who have Microsoft 365 E5 licenses, as it works with the Trump administration to rein in federal spending. The DOD currently maintains more than 2 million Microsoft 365 E5 licenses across two separate programs — the Defense Enterprise Office Solution (DEOS) and the Enterprise Software Initiative (DOD ESI). Through the established contracts, Pentagon components can purchase software licenses for commercial Microsoft products, including Office 365 applications and other collaboration tools. But ongoing efforts spearheaded by the Department of Government Efficiency (DOGE) have prompted the Defense Department to review how many of those licenses it actually needs, Katie Arrington, who is performing the duties of Pentagon CIO, told DefenseScoop. Arrington said June 6 in an exclusive interview: “Our Microsoft 365 contract [is a] very big contract here in the Department of Defense. Does every individual in the Department of Defense need an [E5] license? Absolutely not.” With the department's Deputy CIO for the Information Enterprise Bill Dunlap, Arrington has been working alongside her DOGE representative to review individual position descriptions and multi-level securities to determine what level of Microsoft 365 E5 license that person needs, she said. Other criteria being considered include user and mission requirements for office productivity software, as well as collaboration capabilities, a DOD CIO spokesperson told DefenseScoop. Ten congressional Democrats are demanding answers from Palantir about reports that it is aiding the IRS in building a searchable, governmentwide “mega-database” to house Americans' sensitive information. In a letter sent Tuesday to Palantir CEO Alex Karp, the lawmakers argued that the creation of a database of that kind likely violates several federal laws, including the Privacy Act. The Democrats wrote: “The unprecedented possibility of a searchable, ‘mega-database' of tax returns and other data that will potentially be shared with or accessed by other federal agencies is a surveillance nightmare that raises a host of legal concerns, not least that it will make it significantly easier for Donald Trump's Administration to spy on and target his growing list of enemies and other Americans.” The letter, led by Senate Finance Committee ranking member Ron Wyden, D-Ore., and Rep. Alexandria Ocasio-Cortez, D-N.Y., follows New York Times reporting last month that detailed the expansion of Palantir's federal government work under the Trump administration, noting that the data-mining giant has received $113 million since the president's January inauguration plus another $795 million award from the Defense Department. According to the Times, Palantir has spoken to IRS and Social Security Administration representatives about buying its tech. The Democrats' letter said Foundry — a Palantir data analysis and organization product — has been deployed at the departments of Homeland Security and Health and Human Services, as well as the Food and Drug Administration, the Centers for Disease Control and Prevention, and the National Institutes of Health. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

China pushes back against U.S. accusations that it violated parts of the Geneva trade agreement. Sources tell CNBC talks between the two countries' leaders could take place as soon as this week. Then CEO of Marriott breaks down the outlook for travel as demand concerns grow amid a global trade war. Plus Jamie Dimon warns about cracks in the bond market. Doubleline's Deputy CIO lays out how investors should be positioned.

In this May edition of View From the EDGE®, Chief Investment Strategist Fritz Folts is joined by Deputy CIO, Eric Biegeleisen, to review our market outlook in the wake of dramatic tariff and trade policy changes in the U.S. The post View From the EDGE® May 2025 – A Balancing Act appeared first on 3EDGE Asset Management.

#201: UHCL's NASA Partnership + UT System's Enterprise AI Strategy [EDUCAUSE 2024]Brought to you by:SentinelOne—Learn how SentinelOne empowers this state to stay secure.Verizon Frontline—The advanced network that keeps first responders connected when it matters most.Carahsoft—The Trusted Public Sector IT Solutions Provider™, supports government agencies and education/healthcare markets. Contact your Carahsoft rep today to access special discount pricing exclusively through the TechTables + Carahsoft partnership!Featuring:- Dr. LeeBrian Gaskins, Senior Associate Vice President of IT/CIO at University of Houston-Clear Lake- William Huang, Deputy CIO, University of Texas SystemWhat You'll Learn:Student-Centered Innovation in Higher EdUT System declared 2024 as "the year of the student," implementing the 25-year-old Archer Center Fellows program that brings 30-40 undergraduate, graduate, and medical students to Washington D.C. for leadership developmentThe UT System's 12-week summer internship program provides students with 9 hours weekly of professional development alongside functional work in IT, business, accounting, and legal areasUHCL prioritizes graduate education growth through collaborative approaches with other Houston institutions, rejecting the "zero-sum game" mentality in student recruitment to create shared student successEnterprise AI Implementation StrategyUT Health Houston formalized a major partnership with OpenAI to provide advanced AI tools for medical students and clinical faculty, representing one of several mission-specific AI implementationsUT System has deployed a multi-node private AI cluster at their shared data center for all 14 institutions to develop business use cases, creating a secure on-premises AI environmentUHCL is developing 24/7 AI tutoring systems that help students identify knowledge gaps before exams and using AI analytics to mine historical student data for previously unrecognized improvement opportunitiesCross-Campus Collaboration FrameworkThe UT System achieves economies of scale by site-licensing Microsoft tools for all 256,000 students, faculty, staff and clinicians across its 14 institutionsUHCL collaborates with neighboring Houston campuses to create consistent experiences for faculty who teach across multiple institutions and share licensing resourcesRegional partnerships between campuses with similar demographics (like Hispanic-serving institutions) enable targeted technology solutions for specific student populationsSpace & AI Educational InnovationUHCL was established through direct partnership with NASA, whose director requested graduate education facilities near the space center 50 years agoThe university houses NASA archives through the Space Act and maintains strong aerospace engineering and space exploration business programsUT San Antonio and UT Health San Antonio jointly created one of the first programs combining a medical degree with a master's in AI, featuring three years of medical education, one year of AI focus, and a capstone integration yearTimestamps01:37 - William Huang's background and DJ experience02:00 - 2024: "The Year of the Student" and Archer Center Fellows04:42 - Enterprise AI Strategy across UT System07:58 - UHCL's AI Policy and Student Success Applications10:53 - Balancing System-Wide Initiatives Across 14 UT Institutions12:00 - Regional Collaboration Between Houston Area Campuses16:24 - UHCL's NASA Connection and Aerospace Focus19:25 - How AI Will Transform Digital TransformationConnect

#200: UCSB's Data-Driven AI Pilots + ASU's Multi-LLM Innovation Platform + Google's Higher Ed Partnerships [EDUCAUSE 2024]Featuring:Josh Bright, CIO and Associate Vice Chancellor for IT at UC Santa Barbara (UCSB)Kyle Bowen, Deputy CIO at Arizona State University (ASU)Charles Elliott, Field CTO for Public Sector at GoogleWhat You'll Learn:High-Impact AI StrategiesASU's language learning: German professor developed a custom AI tool that breaks free from "arcane phrases like 'where is the library'" to enable personalized conversational practice that adapts to student interests and provides immediate feedbackUCSB's data-driven approach: Five strategic AI pilots generating concrete metrics to inform new leadership's investment decisions during chancellor transition, ensuring continuity of innovationGoogle Cloud's Rapid Innovation Team delivers accelerated proof-of-concepts through enhanced user story collaboration, allowing universities to quickly transform ideas into working prototypesTechnology Infrastructure InnovationsASU's "Create AI Platform" unifies multiple LLMs into a single environment where faculty, researchers and students can rapidly prototype solutions to real-world problems, creating an agile development ecosystemGoogle's migration of Collaboratory to cloud infrastructure gives educational institutions both seamless collaboration features and enterprise-scale computing power for complex research workloadsUCSB's partnership with Goldstein yielded comprehensive consensus from 200+ stakeholders including 70+ faculty members, creating what Josh calls "a fantastic engagement" leading to unified campus IT directionTransformative Leadership & Organizational DevelopmentUCSB's immersive five-day on-site "conference" reconnected hybrid workers with campus mission after 5-year absence for some staff, yielding emotional breakthrough: "We didn't know we needed this"UCSB's year-long MOR Associates Leadership Program builds shared language among senior IT leaders while requiring all central IT staff to achieve Yellow Belt certification in Lean Six SigmaASU's competitive AI Innovation Challenge framework creates structured experimentation that simultaneously explores possibilities and identifies governance issues: "It helps us put in place the kind of guidelines or processes to help mitigate them in the future"Cross-Institutional Partnership ModelsGoogle Cloud's advanced multimodal capabilities enable universities to process diverse inputs—"video, audio, geometry assignments, you name it"—creating richer educational experiences for studentsASU's operational success applying AI to incident communications demonstrates how technical teams can "translate and help communicate about what's happening in technology environments to provide better messaging, faster"UCSB's campus-wide mentorship program connects IT professionals across organizational boundaries, currently in its second cohort and delivering "really fantastic outcomes, just helping people to see, partner with those who are a little further along the road"Timestamps(01:15) ASU's three-pillar AI strategy: Education/Community, Technology, Experimentation(02:00) Real-world AI applications at ASU: German language learning and incident response(03:00) UCSB's campus IT strategy development with 200+ stakeholders(06:00) UCSB's Enterprise AI pilots for gathering implementation data(08:00) Leadership development initiatives at UCSB(12:30) ASU's AI Innovation Challenge framework(15:00) UCSB's transformative five-day on-site experience for remote staff(18:00) Leadership advice for technology leaders in Higher EdConnect

The Coast Guard is pursuing artificial intelligence via data analytics to enhance its diverse missions, Deputy CIO and Chief Data and AI Officer Brian Campo told GovCIO Media & Research during Sea-Air-Space in National Harbor, Maryland. Campo said that the Coast Guard is learning lessons from other military branches and DHS components to adopt a "fast follower" approach to AI. Campo emphasized the synergy between his dual roles, allowing for a streamlined approach to implementing data-driven AI solutions. Despite budgetary constraints, the Coast Guard is using AI and automation to improve efficiencies. He also said that the service is focusing on using AI to simplify and make marine regulations more accessible to mariners and other in the maritime domain.

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 1st Quarter of 2025.

On this episode, host Dave Wennergren talks with long-time federal technology leader Melvin Brown and he also speaks with REI Systems leaders on the innovative work they're doing with FEMA.Guests:Melvin Brown, consultant, Contract Administration Network International (CANI), LLC, former OPM CIO and Deputy CIO, and vice president at Large for the American Council for Technology.  https://www.linkedin.com/in/melvinbrownii/Samidha Manu, vice president, Federal Solutions, REI Systems and recipient of a 2025 ACT-IAC Innovation Impact Award.  https://www.linkedin.com/in/samidha-manu-45316317/Rujuta Waknis, vice president, Digital Solutions, REI Systems and recipient of a 2025 ACT-IAC Innovation Impact Award.  https://www.linkedin.com/in/rujuta-waknis/Brian Robertson, project manager/scrum master - IT Modernization & Change Management, REI Systems and recipient of a 2025 ACT-IAC Innovation Impact Award.  https://www.linkedin.com/in/brian-robertson-b918671/Additional Resources:To learn more about ACT-IAC, please visit our website: https://www.actiac.org/  Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On this episode, host Dave Wennergren talks with long-time federal technology leader Melvin Brown and he also speaks with REI Systems leaders on the innovative work they're doing with FEMA. Guests: Melvin Brown, consultant, Contract Administration Network International (CANI), LLC, former OPM CIO and Deputy CIO, and vice president at Large for the American Council for Technology.  https://www.linkedin.com/in/melvinbrownii/ Samidha Manu, vice president, Federal Solutions, REI Systems and recipient of a 2025 ACT-IAC Innovation Impact Award.  https://www.linkedin.com/in/samidha-manu-45316317/ Rujuta Waknis, vice president, Digital Solutions, REI Systems and recipient of a 2025 ACT-IAC Innovation Impact Award.  https://www.linkedin.com/in/rujuta-waknis/ Brian Robertson, project manager/scrum master - IT Modernization & Change Management, REI Systems and recipient of a 2025 ACT-IAC Innovation Impact Award.  https://www.linkedin.com/in/brian-robertson-b918671/ Additional Resources: To learn more about ACT-IAC, please visit our website: https://www.actiac.org/   Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Michael Hunstad, Deputy CIO and CIO of Global Equities, and Jeff Sampson, Senior Portfolio Manager for Global Equities at Northern Trust Asset Management. They discuss the evolving landscape of dividend strategies, equity allocations, and risk-aware portfolio construction for insurers navigating today's market complexity.   From balancing income and capital appreciation to mitigating concentration risk and factoring in tax efficiency, Hunstad and Sampson share actionable insights tailored to insurance investors. With dividend-paying equities becoming more diversified and relevant in a normalized rate environment, this episode offers practical guidance for aligning public equity strategies with enterprise risk and return goals.

In this April edition of View From the EDGE®, Chief Investment Strategist Fritz Folts is joined by Deputy CIO, Eric Biegeleisen, to review our market outlook in the wake of dramatic tariff and trade policy changes in the U.S. The post View From the EDGE® April 2025 – Threat to Global Economy from Potential Trade Wars appeared first on 3EDGE Asset Management.

Consumer Sentiment data coming in at its lowest levels since 2022 top of the hour… Carl Quintanilla, Melissa Lee, and Michael Santoli broke down the latest as the S&P and Nasdaq look to close out another tough week. Why Richard Bernstein's Deputy CIO says to avoid tech here – and that there's a slowdown ahead.  Plus, a deep dive on what to do with Apple shares, as they close out their worst weekly performance since 2020. Tesla also seeing historic declines – shares adding to their longest weekly losing streak ever – more on the company's new tariff warning for the White House. And the latest for Consumer Discretionary stocks – as the sector looks for its worst week since 2023 – and the street works through a chorus of consumer warnings.  Also in focus: President Trump taking aim at the CFPB – one with the regulator's former head, Rohit Chopra; Why money is flowing into utilities; and breaking down the potential impact of Trump's promised 200% tariffs on certain European spirits.  Squawk on the Street Disclaimer 

#195: Purdue's Enterprise AI Challenge + Montana's State-Wide Cyber Hub [EDUCAUSE 2024]Brought to you by:SentinelOne—Learn how SentinelOne empowers this state to stay secure.Verizon Frontline—The advanced network that keeps first responders connected when it matters most.Carahsoft—The Trusted Public Sector IT Solutions Provider™, supports government agencies and education/healthcare markets. Contact your Carahsoft rep today to access special discount pricing exclusively through the TechTables + Carahsoft partnership!Featuring:Timothy Winders, AVP and Deputy CIO at Purdue UniversityZach Rossmiller, CIO, University of MontanaMani Nagothu, Americas Field CISO & Associate Director at SentinelOneWhat You'll Learn:How Purdue navigates the unprecedented challenge of scaling AI access across their university system - balancing million-dollar licensing costs against student equityInside the University of Montana's innovative state-wide cybersecurity hub that transforms students into SOC analysts through real-world experienceHow AI is reshaping both sides of cybersecurity - from sophisticated threat actors leveraging LLMs to defenders using AI-powered SOC automationPractical strategies for integrating AI into higher education operations, from custom GPTs for student government to AI-enhanced writing supportWhy getting diverse student perspectives on AI tools is crucial for successful implementation in higher educationTimestamps(00:00) Intro(03:00) Purdue's Enterprise AI Access Challenges(09:00) Montana's Cyber Montana Initiative & SOC Training(15:00) AI in Modern Cybersecurity Operations(20:00) Practical AI Implementation Stories(25:00) Student Perspectives & Future Outlook(31:00) Looking Ahead: Guest RecommendationsConnect

When the cloud was first introduced to the Federal Government, their implementation had a “lift and shift” approach, essentially moving servers from one location to another. But cloud technology has matured into a complex ecosystem spanning public, private, and hybrid environments – creating distinct management challenges.  This week on Feds At the Edge, federal leaders offer their suggestions on managing this ever-evolving and complex landscape, with a focus on training, understanding data and leveraging cloud functions.  Dr. Gregg Bailey, Deputy Chief Information Officer in the Office of the CIO for the US Census Bureau underscores the importance of recognizing data management in a hybrid cloud is different, and suggests training on native cloud functions to leverage the new technologies may be a path of success.   Kristin Ruiz, Deputy Assistant Administrator, Deputy CIO for TSA, keeps us focused on security implementation with zero trust principles and strong data governance.   Tune in on your favorite podcasting platform now to hear what they have to say, and how with the proper security controls, AI has the potential to enable improved management of these complex cloud environments.           

Adam Rich, Deputy CIO at Vaughan Nelson, recaps the International Strategy's 4th Quarter of 2024.

In this season 4 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Eric Biegeleisen, CFA, Deputy CIO, 3EDGE Asset Management 3. Dolores Bamford, CFA, Co-CEO, Eventide Asset Management4. Rob Haugen, CIO, River1 Asset Management  *********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch 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)

Last week during a summit with Asian military leaders and their international partners, U.S. Secretary of Defense Lloyd Austin unveiled a first-of-its-kind vision statement outlining the United States' near-term plans for deepening cooperation and accelerating modernization with allies in the region. The secretary and his delegation presented their U.S. Department of Defense Vision Statement for a Prosperous and Secure Southeast Asia on Thursday at the Association of Southeast Asian Nations (ASEAN) Defence Ministers' Meeting Plus (ADMM-Plus). DefenseScoop, which was traveling with Secretary Austin last week, reported that multiple inclusions in that new roadmap prioritize joint military technology-centered initiatives intended to advance the individual and collective capacity of the nations involved. The Energy Department has a new deputy chief information officer. Dawn Zimmer, who previously directed business partnership services and focused on information technology at the Federal Aviation Administration, announced that she was filling the principal deputy chief information officer position. Brian Epley, who recently became the chief information officer at the Commerce Department, previously held the position. He left earlier this year. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.