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Morgan Stanley Research analyst Mark Schmidt and Investment Management's Craig Brandon discuss the heightened uncertainty in the U.S. municipal bonds market.Read more insights from Morgan Stanley.For a full list of episode disclosures click here.----- Transcript -----Mark Schmidt: Welcome to Thoughts on the Market. I'm Mark Schmidt, Morgan Stanley's Head of Municipal Strategy.Craig Brandon: I'm Craig Brandon, Co-Director of Municipal Investments at Morgan Stanley Investment Management.Mark Schmidt: Today, let's talk about the biggest market you hardly ever hear about – municipal bonds, a $4 trillion asset class.It's Monday, May 5th at 10am in Boston.Mark Schmidt: If you've driven, flown, gone to school or turned on a tap, chances are munis made it happen. Although munis are late cycle haven, they were not immune to the latest bout of market volatility. Craig, why was April so tough?Craig Brandon: So, what we say in April, it was sort of the trifecta of things that happened that were a little different than other asset classes. The first thing that happened is we saw a significant increase in treasury rates – and munis are generally correlated to treasuries. We're a very high-quality asset class, that's viewed as a duration asset class. So, one thing we saw were rates going up. When we see rates going up, you generally see money coming out of the market, right? So, I think investors were a little bit impacted by the higher rates, the correlation to treasuries, the duration, and saw some flows out of the market.Secondly, what we saw is conversation about the tax exemption in Washington D.C. What that did is it caused muni issuers to pull their issuance forward. So, if you're an infrastructure issuer, you are issuing bonds in the next year to year and a half; you're going to pull that forward because if there's any risk of loss of the tax exemption, you want to get these bonds issued today. So that's basically what drives technicals. It's supply and demand. So, what we saw was a decrease in demand because of higher rates; an increase in supply because of issuance being pulled forward.And the third part of the trifecta we refer to is the conversations about the economy. So, I would put that, it's sort of a distant third, but there's still conversations about maybe credit weakness driven by a slowing economy.Mark Schmidt: Craig, your team has been through a lot of tough market cycles. Given your experience, how did the most recent selloff compare? And why was it not like 2008?Craig Brandon: I started my career back in 1998 during the long-term capital management crisis. I lived through 2008. I lived through the COVID crisis, and you know, really when I look at the crisis in 2008 – no banks went out of business three weeks ago, right? In 2008 we were really sitting on a trading desk wondering where this was going to end.You know, we had a number of meetings with our staff, over the last couple weeks explaining to them why it was different and how. Yes, there was some volatility here, but you could see that there was going to be an end to this, and this was not going to be a permanent restructuring of the market. So, I think we felt comfortable. It was very different than 2008 and it really felt different than COVID.Mark Schmidt: That's reassuring. But with economic growth set to slow sharply, how does your credit team think the fiscal health of America's state and local governments will hold up?Craig Brandon: Well, remember state and local governments, and when we're talking about munis, we're also talking about other infrastructure asset classes like water and sewer bonds. Like, you know, transportation, bonds, airports. We're talking about toll roads.They went into this with a very strong balance sheet, right? Remember, there was a lot of infrastructure money spent by the federal government during COVID to give issuers money to make it through COVID. There's still a lot of money on balance sheets. So, what we do is we're going into this crisis with a lot of cash on balance sheets, allowing issuers to be able to withstand some weakness in the economy and get through to the other side of this.Mark Schmidt: Not only do state and local governments have a lot of cash, but they're just not that impacted by tariffs, right? So why did muni yields perform worse than U.S. treasuries over the past couple of weeks?Craig Brandon: Right. It really… We're technically driven, right? The U.S. muni market is more retail driven than some other asset classes. Remember – investment grade corporates, treasury bonds, there's a lot of institutional buyers in those markets. In the municipal market, it's primarily retail driven.So, when you know, individual retail investors get nervous, they tend to pull money out of the market. So, what we saw was money coming out of the market. At the same time, we saw an individual increase in more bonds, which just led to very weak technicals, which when we see that it eventually reverses itself.Mark Schmidt: Now I almost buried the lede, right? Why invest in munis? Well, they're great credit quality, but they're also tax free. In fact, muni bonds have been exempt from federal taxes for over a century. You have a lot of experience putting together tax bills, and right now people are worried about tax reform. Do you think investors should be concerned?Craig Brandon: Listen. I'm not really losing a lot of sleep at night over the tax exemption. And I think there's other, you know, issues to worry about. Why do I say that?As you mentioned Mark, I spent the early years of my career working for the New York State Assembly Ways and Means Committee. I spent seven years negotiating budgets and what that did is it gave me a window – into how, you know, not only state budgets, but the federal budget gets put together.So, what it also showed me was the relationship between state and local elected officials and your representatives in Congress and your representatives in the Senate. So, I know firsthand that members of Congress and members of the Senate in Washington have very close relationships with members of the state legislatures, with governors, with mayors, with city council members, with school board members – who are all delivering the message that significantly higher financing costs that could potentially happen from the loss of the exemption, could be meaningful to them.And I think members of Congress and members of the Senate and Washington get it. They understand it because they were all there when it happened. The last time the muni exemption came under fire was back in 2012; and in 2012, a lot of members of Congress were in the state legislature back then, so they understand it.Mark Schmidt: That's reassuring because right now, tax equivalent yields in the muni market are 7 to 8 per cent. That's equal to or greater than the long run rate of return on the stock market. So, whether to invest in the muni market seems pretty straightforward. How to invest in the muni market? Well, with 50,000 issuers, that's a little complicated. How do you recommend investors get exposure to tax-free munis right now?Craig Brandon: Well, and that is a very common question. The muni market can be very confusing because there are just so many bonds out there. You know, over 50,000 issuers, there's over a million individual CUSIPs in the muni market.So as an individual investor, where do you start? There's different coupon structures, different call structures, different maturity structures, ratings. There's so many different variables that go into a decision in investing in muni bonds.I can make an argument that you could probably mimic the S&P 500 with 500 different stocks. But most muni indices are over 50,000 constituents. It's very difficult to replicate the muni market by yourself, which is why a lot of people, you know, they let professional money managers, do the investing for them. Whether you're looking at mutual funds, whether you're looking at separately managed accounts, whether you're looking at exchange traded fund ETFs, there's a lot of different ways to get exposure to the muni market. But with the huge amount of choices you have to make, I think a lot of individual investors would just let a professional with the experience do it.Mark Schmidt: And active managers let you customize portfolios to your unique tax situation and risk tolerance. So, Craig, a final question for you. How do munis fit into a diversified portfolio?Craig Brandon: Munis are generally the stable part of most people's portfolios. Remember, you don't have a choice of whether you're going to pay your taxes or not. You have to pay your taxes, you have to pay your water bill, you have to pay your power bill. You have to pay tolls on highways. You have to pay airport fees when you buy an airline ticket, right?It's not an option. So, because the revenue streams are so stable, you see most muni bonds rated AA or AAA. The default rate for rated munis is significantly below 1 per cent. It's something in the ballpark of about 0.2 per cent*. So, with such a low default rate – listen, we're technically driven, as I said. You see ups and downs in the market. But over a longer period of time, munis can give you generally stable returns, tax exempt income over the long term, and they're one of the more stable asset classes that you see in your overall portfolio.Mark Schmidt: That sounds boring, and I mean that in the best possible way. Craig, thanks so much for your time today.Craig Brandon: Thanks, Mark, happy to be hereMark Schmidt: And thank you 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.*“US Municipal Bond Defaults and Recoveries, 1970-2021” – Moody's Investor ServicesDisclosure: Past performance is no guarantee of future results. The returns referred to in the commentary are those of representative indices and are not meant to depict the performance of a specific investment.Risk ConsiderationsDiversification does not eliminate the risk of loss.There is no assurance that a portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the portfolio will decline and that the value of portfolio shares may therefore be less than what you paid for them. 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Rick Coscia, strategic asset manager for the City of Quincy, Massachusetts, dives into the innovative financial strategies employed by the city, including the groundbreaking use of blockchain in municipal bonds. He highlights the challenges of managing pension obligations and the potential for blockchain technology to transform municipal finance. The discussion covers credit ratings, democratizing bond access for local investors, and Rick's transition from private to public service. Emphasizing the importance of consistent returns, the conversation also explores investment management, cash flow strategies, and the broader impact of these financial innovations on community legacy building.Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!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 ‘s subscription in our free discord server as well!If 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%**Visit Airsoftmaster.com to support one of our own!To contact us, you can email us directly at bandoftraderspodcast@gmail.com Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! 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!Rick Coscia:Rick Coscia is a Strategic Asset Manager at City of Quincy Massachusetts based in Quincy, Massachusetts. Previously, Rick was a Private Client Banker at JPMorgan Chase and also held positions at Eaton Vance, Sun Life, Fidelity, MFS, New England Funds, LP, Distributor.LinkedInBond Buyer Article on Blockchain Bond SaleThe Bond Buyer PodcastQuincy Municiple FinanceAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

On episode 374 of Animal Spirits, Michael Batnick and Ben Carlson discuss: what an average year in the stock market looks like, Seinfeld on consumers, why inflation is such a tricky concept, millennials are richer than you think, grocery stores are not the enemy, star fund managers, how demographics will help the housing market, sending your kids away to summer camp, and much more! This episode is sponsored by Eaton Vance. To learn more about the Eaton Vance Short Duration Income ETF (EVSD), visit: https://www.eatonvance.com/etfs.php Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe Find complete show notes on our blogs: Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

If your analytical brain needs FACTS to back up the power of left-brain growth tactics, you're in luck. Today's guest, Hunter Hayes, combines his classical piano training with impressive business sense, showing that there's real power in combining art and science to edge ahead in the fund world.  In this episode, he and Stacy discuss: His journey from pianist and D1 track star to successful fund managerThe differentiation playbook that boosted Intrepid Income Fund (ICMUX) from $50M to $550M AUMHow he spotted inefficiencies in the small-cap fixed-income world, giving Intrepid a competitive edgeThe simple habits that helped him gain traction in the fund worldHis top tips for new fund managers  About Hunter Hayes:  Hunter Hayes is the Chief Investment Officer at Intrepid Capital, which he joined in 2017 after working in credit at Eaton Vance (now Morgan Stanley) and consulting at Deloitte.  Hunter wears lots of hats at Intrepid, which has AUM of ~$900 million, but is primarily a portfolio manager of the Intrepid Income Fund (ICMUX) and the separately managed Intrepid Income portfolio, which has collectively grown from ~$50 million of AUM in 2019 to ~$550 million of AUM today. Hunter focuses mainly on liquid, small-cap credit investments and was previously a research analyst covering small-cap securities. He received his Bachelor of Science in Business Administration degree in Finance and his Bachelor of Music degree in Performance Piano from Auburn University, where he also competed as a scholarship track and field athlete. Outside of work, he is an avid runner and musician.Resources Mentioned in This Episode: Books: Once a Runner by John L. Parker Jr. , How My Heart Sings by Bill Evans Songs: Nas - N.Y. State of Mind - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Quincy, Massachusetts has issued a blockchain-based municipal bond, the first of its kind in the United States with the goal of democratizing Quincy's investment opportunities and ultimately allowing individuals to invest in their own community. Eric Mason (Quincy CFO) and Rick Coscia (Quincy Strategic Asset Manager) join Kyle to explain why they decided to push forward with this deal, and what they hope to accomplish by embracing Digital Ledger Technology. They also explain the safety and efficiency of listing a bond via blockchain, the advantages of being an early adopter, and the potential for creating a secondary market for trading blockchain-based bonds. To address concerns about cybersecurity and the risks associated with the new technology, Eric and Rick describe the long vetting process and how the city's financial health was always their top priority. The conversation explores the potential impact of blockchain technology on municipal bond sales and the role of government in embracing new technologies as they explain the benefits of using blockchain for bond sales, such as increased efficiency, cost savings, and improved transparency. They also highlight the importance of regulatory compliance and the need for government to lead the way in adopting innovative solutions. The conversation concludes with a discussion on the post-bond sale analysis and the potential for future adoption of blockchain technology in the municipal bond market.If you have any questions about this sale for Eric or Rick to answer, please send them to bandoftraderspodcast@gmail.com, or DM us on twitter or Discord!Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SPullen@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!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 ‘s subscription in our free discord server as well!If 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%**To contact us, you can email us directly at suggestions@financialineptitude.com Be sure to follow us on Facebook, Twitter, or Discord to get updated when new content is posted! 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!About Eric:Eric is a practicing labor economist, who currently works as a chief financial officer for the city of Quincy, Ma. His area of research focuses primarily on small business and macroeconomics trends. Eric has a special interest in historical economics, cliometrics and steers clear of ideological hardlines, preferring to use empirical analysis in his appearances.theinformaleconomist.com - Eric Mason's WebsiteFollow Eric on LinkedInFollow Eric on TwitterPrevious Episodes with Eric MasonAbout Rick:Rick Coscia is a Strategic Asset Manager at City of Quincy Massachusetts based in Quincy, Massachusetts. Previously, Rick was a Private Client Banker at JPMorgan Chase and also held positions at Eaton Vance, Sun Life, Fidelity, MFS, New England Funds, LP, Distributor.Follow Rick on LinkedInWatch for Rick's upcoming appearance on the Bond Buyer PodcastAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Today we are diving into the bones of Exchange-Traded Funds. Without them we'd have no form and nothing to offer investors. Who are these essential minds? ETF Analysts are scientists, detectives, and reporters all rolled up into the span of a single trading session. We have two fantastic guests to give us a peek at what they do. Anu Ganti and Rachel Liang are joining us for today's episode. Anu R. Ganti is Senior Director, Index Investment Strategy at S&P Dow Jones Indices. She is also a frequent contributor to both print and broadcast media outlets. Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (subsidiary of Eaton Vance). Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor's degree in finance and marketing from NYU's Stern School of Business. She is married and lives with her husband in suburban New Jersey. Rachel Liang is an experienced ETF Capital Market Research Analyst with a deep background in quantitative and data analytics field. Born and raised in northern China, she relocated to the U.S. in 2012. Rachel holds a bachelor's degree of Applied Mathematics in Beijing Institute of Technology, and a master's degree of Financial Mathematics from Rutgers in New Jersey. She currently lives and works in New York City. Outside of work, Rachel loves Jazz music, reading, and baking in winter times. She holds Series 7 and 63, and is a CFA charterholder.  Kristine Delano guides the conversation about how curiosity, creativity, and communication all play vital roles for Analysts as they navigate the evolving industry of ETFs.  Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. In partnership with https://www.etfcentral.com/ Book recommendations:  Rogue Trader by Nick Leeson Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robert Wigglesworth Mentor Mentions: Craig Lazzara - S&P Dow Jones Indices Tim Edwards - S&P Dow Jones Indices   WE Talk Careers Podcast Episode Link: Indexing Your Career with Joy Yang 

In this insightful episode of the Dakota Rainmaker Podcast, host Gui Costin, Founder and CEO of Dakota, engages with Matt Witkos, Managing Director at Eaton Vance, to explore the nuances of sales and distribution in the investment industry. Matt, with his extensive background, takes listeners through his professional journey from his start at Putnam to his current role, including valuable experiences at Nuveen and GE.The conversation centers around pivotal topics like identifying and engaging top advisors, a crucial aspect for business growth in the financial sector. Matt emphasizes the use of data and analytics in pinpointing these key individuals.Another significant theme is the optimization of sales capacity. Matt discusses the importance of resource allocation and the need for sales strategies that are both efficient and effective. This includes understanding the unique profiles of advisors and tailoring approaches accordingly. Matt also shares insights into adapting sales tactics across various channels and products, highlighting the necessity of flexibility and customization in sales strategies to meet the diverse needs of different market segments.The episode is further enriched by Matt's philosophy on sales leadership, focusing on the critical role of CRM systems and strategic client segmentation. He underscores the importance of these tools in not just managing sales processes but also in adding value to both sales teams and clients. This episode is particularly beneficial for professionals in the fields of sales, marketing, and investments. It offers practical advice, strategic insights, and real-world experiences from a seasoned industry leader, making it a must-listen for those looking to enhance their understanding of sales dynamics in the investment industry.Matt's expertise provides a roadmap for navigating the complex landscape of financial sales and distribution, making this episode a valuable resource for both seasoned professionals and newcomers to the field.

PODCAST: Alice Milligan, Chief Marketing Officer for Morgan Stanley, joins Sports Business Radio for a wide-ranging conversation about her path to success as well as how to build a trustworthy brand. As CMO of Morgan Stanley, Alice oversees the firm's global brand strategy and go-to-market platform, encompassing all marketing campaigns, sponsorship assets and digital properties. She is a key member of the firm's leadership team and is leading a significant marketing transformation to help propel Morgan Stanley into the future as a prosperous “house of brands” following the acquisition of brands like Solium Capital, Eaton Vance and E*TRADE. Prior to her current role, Alice was EVP & Chief Customer Officer for E*TRADE, where she oversaw the firm's brand, marketing, retail products, digital customer experience, and analytics. Previously, Alice was the Chief Digital Client Experience Officer for Citi's U.S. Consumer Bank, where she reimagined the end-to-end strategy, design and delivery of the bank's digital channels. She also garnered more than 25 years of increasingly senior marketing and digital experience at leading brands like American Express, Coach and AT&T. Milligan also shares insight on the best ways to manage time, Morgan Stanley Global Sports & Entertainment's efforts to provide financial literacy to athletes and entertainers, Morgan Stanley's global partnership with the WTA and the Importance of women leadership in sport and financial services industries. Also joining Sports Business Radio for this episode is Leela Srinivasan, CEO of Parity. Minority-founded in 2020, Parity's mission is to close the gender income and opportunity gap in professional sports. Parity achieves this mission by developing high-impact campaigns and collaborations between brands, pro women athletes and their fans. Parity works with over 850 women athletes across more than 70 sports from archery to weightlifting. Learn more about Parity at www.paritynow.co. This week's edition of Sports Business Radio is presented by Morgan Stanley Global Sports & Entertainment - the Exclusive Financial Partner of Sports Business Radio. Morgan Stanley Global Sports & Entertainment is a division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of elite and professional athletes, entertainers, executives, creators, and other top talent and professionals in the sports and entertainment industry. The division consists of over 200 Financial Advisors with the Global Sports & Entertainment Director/Associate Director designation, several of whom are former professional and collegiate athletes who once embarked on a similar journey to that of today's talent, leaders, executives and creators. Visit morganstanley.com/gse to learn more. #financialservices #money #financialliteracy #payequity #womeninbusiness #MorganStanley #AliceMilligan #Parity  Learn more about your ad choices. Visit megaphone.fm/adchoices

Hosts Jeff Benjamin and Bruce Kelly are joined by fellow InvestmentNews reporter Nicole Casperson to discuss what the Schwab-TD megamerger means for the overlapping custodial platforms. Also on the docket, Morgan Stanley buys Eaton Vance, and a look at whether one financial adviser on the lam is a sign of things to come.

As we know, I'm a huge advocate for index investing and today on the More Money Podcast I have two guests who are sharing their expertise on the subject including some of the pitfalls of investing in actively managed funds. Anu Ganti and Joseph Nelesen, both Senior Directors of Index Investment Strategy at S&P Dow Jones Indices, are joining me today and I'm telling you, this episode is chock-full of valuable investing info! Anu is a CFA charterholder and holds her MBA in finance and economics from Columbia Business School, as well as her bachelor's degree in finance and marketing from NYU's Stern School of Business. She is often sharing her expertise with both print and broadcast media outlets and helps lead the index investment strategy team in providing research and commentary on the entire S&P DJI product set, including U.S. and global equities, thematics, commodities, fixed income, and sustainability indices. Prior to joining the team, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed-income research and trading divisions and also worked as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (a subsidiary of Eaton Vance). Joseph holds a Ph.D. from Northwestern University, an MBA from the Kenan Flagler Business School at University of North Carolina, and a Bachelor of Arts with honors from the University of California at San Diego. He also helps lead the index investment strategy team, but prior to working at S&P DJI he headed iShares Institutional Factors Strategy at Blackrock and held roles in exchange-traded product research and development. Joseph also previously worked in mergers and acquisitions and corporate investment banking with Citigroup and Bear, Stearns & Co. In this episode, Joseph and Anu challenge the myth that indexing only yields average investment returns and share how SPIVA measures actively managed funds against their index benchmarks worldwide using the data and insights they've gained over the past 20 years. This episode is full of some great information and will definitely be perfect for anyone wanting to understand why index investing is a tried and true long-term investment strategy. For full episode show notes visit: https://jessicamoorhouse.com/370

Stocks were mostly lower on the final day of February to close out a downbeat month. Aaron Dunn from Eaton Vance and Jack Ablin from Cresset Capital break down the action and give their outlooks for March. The CEOs of Shift4 Payments and Klarna discuss their read on the consumer and the credit markets. Two biotech movers – Novavax and Sarepta – saw big moves post-market on breaking headlines. Plus analysis of a slew of companies that reported results in the after-hours session, including Ross Stores, Urban Outfitters, First Solar, HP, Virgin Galactic, AMC and Rivian. 

Do your palms sweat whenever you think about your finances? Do you dread conversations with financial advisors because you hate people talking over your head or condescending? On this week's Get Your FILL - Financial Independence & Long Life podcast, Certified Financial Analyst and Planner, Michael Allison, shares his recipe for a rewarding and successful financial future. Link to video Link to Michael's website Connect with Mike From Michael Allison Hi there! I'm Michael Allison, CFA, CFP® (“Mike”) and I'm the Founder and CEO of New Lantern Advisors. We are an independent fiduciary, fee-only, longevity based financial planning and investment management firm. We are based in Saratoga Springs, NY, but work virtually with clients from all over the country. At the end of 2021, I "retired" after 33 years in the investment management industry, the last nearly 22 of them at Eaton Vance in Boston, where I served as a global equity portfolio manager and Director of Equity Strategy Implementation. With my partners and teammates, we built a multi-billion dollar, market share leading global equity option income franchise. It is with this experience that I serve clients with an eye toward delivering solution-oriented financial planning and investment results. In 2022, I founded New Lantern Advisors so that I could more directly serve a select group of clients, as well as help fellow advisors serve their own clients. I guide our clients to a brighter retirement by helping them figure out "What is Your What's Next?" A few nuggets about me: I'm a native Texan and my family back home has never forgiven me for leaving because: I lived in the Boston, MA area for most of my corporate career, and with my wife, raised two (now adult) children, but: We recently moved to Upstate NY to be closer to our oldest child. I'm no longer a "suit". My Superpower: The ability to effectively communicate complex investment concepts and make them understandable and accessible to non-professionals. My Kryptonite: Green olives. My Favorite Band: Rush (I've been a drummer since I was a teenager) My Favorite Book: The Fourth Turning (Strauss and Howe)

Ed Price, Principal at Ergo, discusses Liz Truss quitting as UK prime minister after a brief and chaotic tenure that saw her announce a massive package of tax cuts before unwinding most of it in the face of a market rout. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, talks about inflation impacting healthcare costs. New Balance CEO Joe Preston shares his thoughts on supply chain challenges and inflation hitting the footwear and apparel manufacturer. And we Drive to the Close with Eddie Perkin, Chief Investment Officer at Equity at Eaton Vance.  Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Ed Price, Principal at Ergo, discusses Liz Truss quitting as UK prime minister after a brief and chaotic tenure that saw her announce a massive package of tax cuts before unwinding most of it in the face of a market rout. Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, talks about inflation impacting healthcare costs. New Balance CEO Joe Preston shares his thoughts on supply chain challenges and inflation hitting the footwear and apparel manufacturer. And we Drive to the Close with Eddie Perkin, Chief Investment Officer at Equity at Eaton Vance.  Hosts: Carol Massar and Mike Regan. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Richard Howe is the founder of Stock Spinoff Investing. Prior to this, he was at Citi Private Wealth where he worked as a Senior Vice President, and was an Equity Research Associate at Eaton Vance. Here he discusses how he discusses Stock Spinoffs, special situations, as well as some of his past investments and ideas he's watching right now! You can find his blog here: https://stockspinoffinvesting.com/

Bloomberg News Technology Reporter Mark Bergen explains that Google plans to slow hiring for the remainder of the year in the face of a potential economic recession. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Markets Reporter Justina Lee talk about Justina's Businessweek Magazine story How Three Arrows Capital Blew Up and Set Off a Crypto Contagion. Saks CEO Marc Metrick shares the details of the Saks Pulse survey on luxury goods spending. Cheryl Pate, Senior Portfolio Manager at Angel Oak Capital, provides a preview of bank earnings. And we Drive to the Close with Eddie Perkin, Chief Investment Officer for Equity at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Bloomberg News Technology Reporter Mark Bergen explains that Google plans to slow hiring for the remainder of the year in the face of a potential economic recession. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Markets Reporter Justina Lee talk about Justina's Businessweek Magazine story How Three Arrows Capital Blew Up and Set Off a Crypto Contagion. Saks CEO Marc Metrick shares the details of the Saks Pulse survey on luxury goods spending. Cheryl Pate, Senior Portfolio Manager at Angel Oak Capital, provides a preview of bank earnings. And we Drive to the Close with Eddie Perkin, Chief Investment Officer for Equity at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Alice Milligan is the CMO of Morgan Stanley, an over 85-year-old multinational financial services firm, with about $60 billion in annual revenue and a market cap of roughly $140 billion. In 2020, Morgan Stanley acquired E-Trade and Eaton Vance the following year.Alice has an impressive resume that includes 15 years at American Express and five years at Citi. In 2019, she was the Chief Customer Officer of E-Trade. She is now officially the CMO of Morgan Stanley. In this conversation, Alice discusses what it was like maneuvering in a corporate acquisition during a worldwide pandemic. She talks about the lessons she's learned as a leader and the importance of being a customer of the company you work for.CMOs often hold one of the most innovative and challenging roles in business today. Those who excel can operate at the highest level to drive growth and create value for their organizations. To learn more how Deloitte helps bolster the value CMOs deliver, visit www.cmo.deloitte.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How to Raise Money from Private EquityOn this episode of the Inside BS Show, Dave Lorenzo speaks with Brett Hickey, the founder and CEO of Star Mountain Capital. In this wide ranging discussion, they cover everything an entrepreneur needs to know about raising money from a private equity firm. 00:00 How to Raise Money from Private Equity01:05 Brett Hickey as an Olympic Speed Skater03:03 What is a Top Athlete's Training Regimen?06:35 How does Brett Apply his Athletic Training and knowledge to business?13:25 How has Brett's goal to be the best influenced his performance in business?19:27 What does Star Mountain Capital do?22:28 What inspired the formation of Star Mountain Capital?30:45 How do you identify companies that are a good fit for you?32:35 How does Brett evaluate risk?35:47 How can a business owner partner with a specialized asset management firm?Brett HickeyFounder & CEOStart Mountain Capital(212) 810-9044brett.hickey@starmountaincapital.comAbout Brett Hickey:Brett Hickey has been structuring, analyzing and managing private equity, mezzanine and U.S. Government sponsored investment funds for over a decade. Prior to launching Star Mountain Capital, Mr. Hickey was the Co-Founder and President of a multi-manager platform including 4 U.S. state sponsored small business investment funds. Mr. Hickey has extensive experience performing due diligence on, selecting and building small business fund managers and has helped structure over a dozen larger funds representing a few billion dollars in assets.Mr. Hickey formerly worked as an Investment Banker at Citigroup Global Markets in New York City (fka Salomon Smith Barney) where he covered global Asset Managers and Financial Institutions. In that role he worked on over $8 billion in completed debt and equity capital raising and restructuring transactions for leading financial institutions including BlackRock, Franklin Templeton, Neuberger-Berman, Nuveen Investments and Eaton Vance. He also served as Senior Analyst on the $16.1 billion public merger of the St. Paul Companies, Inc. and Travelers Property Casualty Corp.Mr. Hickey attended Mount Royal College in Calgary, Canada, where he studied business and entrepreneurship while training on the national speed skating team. He graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree. He is an alumnus of Harvard Business School's Owner, President / Manager CEO training and management program for distinguished business owners with a proven track record of successfully building and managing companies. Mr. Hickey is a former Canadian national gold medalist and North American medalist in speed skating. He has completed numerous other business programs including Building Your Business Through Transformational Leadership & Innovation at the Innovatrium on the University of Michigan's campus in Ann Arbor, Michigan and is a frequent guest lecturer on industry panels and at academic institutions.

Ed is a leadership coach, team coach, strategist, podcast host, and author who helps successful leaders build their self-awareness so they can self-manage more effectively.BLUE CHIP CLIENTSHis clients include Alexion Pharmaceuticals, Biogen, Blue Cross Blue Shield, Bright Horizons, Cabot Risk Strategies, Constant Contact, Dyax Pharmaceuticals, Eaton Vance, edX, Galderma, GMAC, Harvard Pilgrim Health Care, Healthedge, ILPA, Johnson & Johnson, Keurig, Kronos, Lahey Health, Ortholite, Safety Partners, Suffolk, and Vertex Pharmaceuticals. LEADERSHIP PROGRESSIONHe held leadership roles at Iron Mountain, the (former) Federated Department Stores, and the (former) May Department Stores. As a coach and as a human resources executive, I have supported leaders in a variety of high-impact business areas including account management, engineering, finance, human resources, information technology, legal, marketing, product development, product management, operations, and sales.INDUSTRY LEADERSHIPHe also coached international executives in the Program for Leadership Development at Harvard Business School. In my former role as President of the New England Chapter of the International Coach Federation (ICF), I was deeply involved in advancing the coaching profession and serving as a non-profit leader. He is a Professional Certified Coach with the International Coach Federation and a Board Certified Coach with the Center for Credentialing and Education. I am also a volunteer coach for the Coaching for Leadership and Teamwork Program at Babson College.Ed: https://www.linkedin.com/in/edevarts/website: https://www.excellius.comPodcast: http://bebraveatwork.com/

Bloomberg Businessweek Editor Joel Weber and Bloomberg Markets Senior Editor Mike Regan discuss Mike's Businessweek Magazine cover story Market Selloff Is Ultimate Test of What's Real and What's Not. H&R Block CEO Jeff Jones talks about launching a new financial product called Spruce. And we Drive to the Close with Eric Stein, CIO of Fixed-Income at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek Editor Joel Weber and Bloomberg Markets Senior Editor Mike Regan discuss Mike's Businessweek Magazine cover story Market Selloff Is Ultimate Test of What's Real and What's Not. H&R Block CEO Jeff Jones talks about launching a new financial product called Spruce. And we Drive to the Close with Eric Stein, CIO of Fixed-Income at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

161. In turning a career ending injury into opportunity, host Will Moore sits down with Matt Lombardi (@mattlombardi24), to discuss the success habits that have propelled him throughout his life and career. Will and Matt discuss his journey from potential professional hockey career that came to an abrupt end to following his passion and strengths that led to the business he has today. Matt shares his biggest failure habit that he was able to gamify into a success habit. What's your core score? Take the FREE Life Evaluator Quiz to see where you currently stand in your five cores: www.mooremomentum.com/free-li... Like and Subscribe! Are you ready to fire on all cylinders? If so, let's go! MORE ABOUT GAMIFY YOUR HABITS & WILL MOORE: My #1 mission in life is to help you become the best version of YOURself so you can, in turn, pay it forward to make the world the best version of ITself. WHAT'S YOUR CORE SCORE? Take the FREE Life Evaluator Quiz to see where you currently stand in your five cores: https://www.mooremomentum.com/free-life-evaluation Like and Subscribe! FIND ME ON FACEBOOK, IG or TWITTER: @mooremomentum JOIN MY FACEBOOK GROUP: 5 Core Life: Become an Entrepreneur in the Five Crucial Areas of Your Life ⬇️ https://www.facebook.com/groups/buildamilliondollarbiz/ SIGN UP FOR OUR WEEKLY BLOG AS WELL! www.mooremomentum.com/blog Matt Lombardi Bio: Matt Lombardi grew up in the greater Boston area and always dreamed of playing collegiately for Boston College. In 2006, Lombardi attended Boston College where he was fortunate enough to play hockey throughout his tenure. As a talented player competing with some of the best teams, Lombari won the national championship his sophomore and senior year. Lombardi attended the Carroll School of Management, earning a Bachelor of Science degree in marketing in 2010. Lombardi pursued a professional hockey career and went on to play in the New Jersey Devils and Pittsburgh Penguins organizations. After a bad concussion his last year playing professional hockey, Lombardi decided to take on a different career path, moving into the tech field. His first job outside of the sports arena was an inbound sales desk at Eaton Vance, and since then has been a serial entrepreneur in the tech space becoming the Co-Founder of a startup called DRIVN Coaching Platform, and most recently CEO & Co-Founder of Grander Inc. Learn more at: https://beamorganics.com/ --- Send in a voice message: https://anchor.fm/5corelife/message

Dr. Tamar Mendelson, Director of the Center for Adolescent Health at the Johns Hopkins Bloomberg School of Public Health, discusses the mental health benefits of vaccinating children. Bloomberg News Senior Reporter Gillian Tan has today's Bloomberg The Big Take story SoftBank's Son Can't Pay Enough to Keep Vision Fund Talent Happy. Bloomberg Businessweek Editor Joel Weber and Bloomberg News U.S. Health Care Team Leader Tim Annett explain how 23andMe wants to use its customers' genetic data to beat cancer. Invitation Homes CEO Dallas Tanner talks about earnings and the housing market outlook. And We Drive to the Close with Eddie Perkin, Chief Investment Officer for Equity at Eaton Vance. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Tamar Mendelson, Director of the Center for Adolescent Health at the Johns Hopkins Bloomberg School of Public Health, discusses the mental health benefits of vaccinating children. Bloomberg News Senior Reporter Gillian Tan has today's Bloomberg The Big Take story SoftBank's Son Can't Pay Enough to Keep Vision Fund Talent Happy. Bloomberg Businessweek Editor Joel Weber and Bloomberg News U.S. Health Care Team Leader Tim Annett explain how 23andMe wants to use its customers' genetic data to beat cancer. Invitation Homes CEO Dallas Tanner talks about earnings and the housing market outlook. And We Drive to the Close with Eddie Perkin, Chief Investment Officer for Equity at Eaton Vance. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marshall Stocker, co-director of the emerging market team for Eaton Vance Management, says that in the face of global inflation and a waning pandemic, emerging markets countries are addressing issues in a more conventional or orthodox manner than developed countries, which he sees as bullish as it should help those countries to sidestep the fallout from a decade of zero-rate policies from the last decade. It has emerging markets, Stocker says, looking much more like a traditional asset class and less like a volatile new frontier than ever before. In another Big Interview, Gregg Fisher, portfolio manager, Quent Capital discusses global small-cap investing and the growing opportunities he sees in nascent companies. There are also two different surveys discussed on today's show, first with Eric Wagatha, head of consumer life for GfK discussing how Americans are putting off major life decisions post-pandemic, and then with Michelle Delgado of Clever Real Estate on how the housing market is so hot that even haunted houses are moving, and how homebuyers find a lot of things to be more frightening than ghosts.

Elizabeth Stuart, Professor of Mental Health at the Johns Hopkins Bloomberg School of Public Health, discusses keeping kids safe from Covid. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Entertainment Reporter Lucas Shaw talk about Patreon investing in original programming as it plans an IPO. We hear from Wall Street titans Cathie Wood of Ark Invest, Scott Minerd at Guggenheim and Allianz Economic Advisor, and Bloomberg Opinion Columnist, Mohamed El-Erian, all of who have a warning about risks for investors. And we Drive to the Close with Yana Barton, Equity Portfolio Manager and Director of Specialty Solutions at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Elizabeth Stuart, Professor of Mental Health at the Johns Hopkins Bloomberg School of Public Health, discusses keeping kids safe from Covid. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Entertainment Reporter Lucas Shaw talk about Patreon investing in original programming as it plans an IPO. We hear from Wall Street titans Cathie Wood of Ark Invest, Scott Minerd at Guggenheim and Allianz Economic Advisor, and Bloomberg Opinion Columnist, Mohamed El-Erian, all of who have a warning about risks for investors. And we Drive to the Close with Yana Barton, Equity Portfolio Manager and Director of Specialty Solutions at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. William Moss, Executive Director of the International Vaccine Access Center at the Johns Hopkins Bloomberg School of Public Health, discusses the FDA considering approvals of Covid booster shots. Bloomberg Businessweek Editor Joel Weber and Bloomberg News U.S. Technology Managing Editor Mark Milian share the Businessweek cover story Peter Thiel Gamed Tech, Trump and IRS to Make Billions, Tax-Free. Bloomberg News West Coast Correspondent Ed Ludlow talks about SpaceX sending civilians into space on the first private flight. And we Drive to the Close with Chris Dyer, Director of Global Equity at Eaton Vance. Hosts: Carol Massar and Katie Greifeld. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. William Moss, Executive Director of the International Vaccine Access Center at the Johns Hopkins Bloomberg School of Public Health, discusses the FDA considering approvals of Covid booster shots. Bloomberg Businessweek Editor Joel Weber and Bloomberg News U.S. Technology Managing Editor Mark Milian share the Businessweek cover story Peter Thiel Gamed Tech, Trump and IRS to Make Billions, Tax-Free. Bloomberg News West Coast Correspondent Ed Ludlow talks about SpaceX sending civilians into space on the first private flight. And we Drive to the Close with Chris Dyer, Director of Global Equity at Eaton Vance. Hosts: Carol Massar and Katie Greifeld. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

On our show today, we're talking to a really special guest that I had an absolutely amazing time talking with. Today we're talking with Matt Lombardi. Matt Lombardi grew up in the greater Boston area and attended Boston College, where he was fortunate enough to play hockey throughout his tenure. As a talented player competing with some of the best teams, Lombardi won the national championship his sophomore and senior year. Lombardi attended the Carroll School of Management, earning a Bachelor of Science degree in marketing in 2010. Lombardi pursued a professional hockey career and went on to play in the New Jersey Devils and Pittsburgh Penguins organizations. Given that hockey is one of the only sports I actually enjoy watching, the fact that he played for the Penguins is preeeetty freaking cool. After a bad concussion his last year playing professional hockey, Lombardi decided to take on a different career path, moving into the tech field. His first job outside of the sports arena was an inbound sales desk at Eaton Vance, and since then has been a serial entrepreneur in the tech space becoming the Co-Founder of a startup called DRIVN Coaching Platform, and most recently CEO & Co-Founder of Grander Inc. Despite the injuries and concussions from his professional hockey career, Lombardi has always had a passion for sports and living an active lifestyle. In 2018, Lombardi was preparing for The Boston Marathon with his long-time friend, another former professional athlete named Kevin Moran. The two trained rigorously to compete while also balancing the stresses of work and life in general. Through their training they felt the effects of old injuries and wondered if there was a way to remedy their ailments with products that lived up to their own wellness standards. It was in this training where Matt and Kevin came together to build a company founded under one common mission: helping high performing athletes AND everyday people live happy, healthy, and whole. That's where BEAM comes in. On today's show, I did a deep dive with Matt on the parallels between high-level athletics and entrepreneurship, building a brand on the foundation of focusing on PEOPLE first, and the routines and habits that help him live happy, healthy, whole, AND keep him moving forward in as a business owner. Talking with Matt truly gave me such hope for the future of companies and of wellness. Seeing how he leads with heart, humility, and health was truly refreshing, and no matter what journey you're on, I know this episode will help inspire you on your own journey to living your own happy, healthy, whole life. Without further ado, let's chat with Matt Lombardi. FOLLOW MATT ON IG BEAM'S IG  BEAM  ---- Interested in working with EDF Coaching to reach your fitness and lifestyle goals? Click here to inquire!  WHERE TO FIND ME: Instagram YouTube Website (sign up for the email list here!) EmandDarbyPresets Instagram Legion Athletics - Code Embody Cured Nutrition - Code Emily ----------- The #JackedNNerdyTrainer At Home Program The #JackedNNerdyTrainer V I Program The #JackedNNerdyTrainer V II Program

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams breaks down the start of big bank earnings. Bloomberg News Real Estate Reporter John Gittelsohn discusses Starwood Capital Group selling shopping centers across the U.S. at money-losing prices as values for retail properties plunge. Bloomberg Businessweek Editor Joel Weber and Businessweek National Correspondent Josh Green talk about the Businessweek Magazine story Defying Trump Ensures a Bruising 2022 Fight for Anthony Gonzalez. Bloomberg News ESG Reporter Saijel Kishan explains why some ex-ESG insiders are critical of corporation's green goals. And we Drive to the Close with Yana Barton, Co-Director of Growth Equity at Eaton Vance. Host: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Intelligence Senior Global Banks Analyst Alison Williams breaks down the start of big bank earnings. Bloomberg News Real Estate Reporter John Gittelsohn discusses Starwood Capital Group selling shopping centers across the U.S. at money-losing prices as values for retail properties plunge. Bloomberg Businessweek Editor Joel Weber and Businessweek National Correspondent Josh Green talk about the Businessweek Magazine story Defying Trump Ensures a Bruising 2022 Fight for Anthony Gonzalez. Bloomberg News ESG Reporter Saijel Kishan explains why some ex-ESG insiders are critical of corporation's green goals. And we Drive to the Close with Yana Barton, Co-Director of Growth Equity at Eaton Vance. Host: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Irina Novoselsky, CEO of CareerBuilder, discusses the June jobs report and employment trends. She points that her company as observed a 48-year-high of open jobs across all segments. Bloomberg News Big Tech Team Leader Sarah Frier talks about the story “Facebook Reaps $1 Trillion Reward for Grow-At-Any-Cost Culture.” Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, provides an update on the delta Covid variant. And we Drive to the Close with Eric Stein, CIO of Fixed-Income at Eaton Vance. Host: Carol Massar. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Irina Novoselsky, CEO of CareerBuilder, discusses the June jobs report and employment trends. She points that her company as observed a 48-year-high of open jobs across all segments. Bloomberg News Big Tech Team Leader Sarah Frier talks about the story “Facebook Reaps $1 Trillion Reward for Grow-At-Any-Cost Culture.” Dr. Ian Lustbader, Clinical Professor of Medicine at NYU Langone, provides an update on the delta Covid variant. And we Drive to the Close with Eric Stein, CIO of Fixed-Income at Eaton Vance. Host: Carol Massar. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We discuss:  How Lisa builds trusting and loyal relationships, a business imperative.Risks she took throughout her career that led to her CEO role.Advice Lisa gives women struggling to become self-advocates.Ways Amundi improved its recruiting efforts to include people from all diverse backgrounds.Tune in to learn how Lisa's key pillars of success have led to her role as CEO of Amundi U.S.!Resources: InvestmentNews | Christine Shaw | Amundi U.S. | Lisa Jones |Guest bio:Lisa has been working in the investments industry since 1988. She has over 25 years of experience in global financial services developing and building asset management businesses. She was global head of distribution at Morgan Stanley Investment Management and she has had similar positions at MFS and Eaton Vance. She then joined Amundi (ex-Pioneer Investments) as head of the U.S., president and chief executive officer of the USA entity. She was appointed head of the Americas (Canada, USA, LatAm) in 2017. In this role, Lisa is head of group operations in Americas. Lisa has a B.A. in economics from Trinity College.

We discuss:  How Lisa builds trusting and loyal relationships, a business imperative.Risks she took throughout her career that led to her CEO role.Advice Lisa gives women struggling to become self-advocates.Ways Amundi improved its recruiting efforts to include people from all diverse backgrounds.Tune in to learn how Lisa's key pillars of success have led to her role as CEO of Amundi U.S.!Resources: InvestmentNews | Christine Shaw | Amundi U.S. | Lisa Jones |Guest bio:Lisa has been working in the investments industry since 1988. She has over 25 years of experience in global financial services developing and building asset management businesses. She was global head of distribution at Morgan Stanley Investment Management and she has had similar positions at MFS and Eaton Vance. She then joined Amundi (ex-Pioneer Investments) as head of the U.S., president and chief executive officer of the USA entity. She was appointed head of the Americas (Canada, USA, LatAm) in 2017. In this role, Lisa is head of group operations in Americas. Lisa has a B.A. in economics from Trinity College.

Growing Your Influence using Books and Podcasts   Publish. Promote. Profit. with Rob Kosberg Episode 039 Ed Evarts   With extensive experience in innovative leadership and management, Ed Evarts possesses the ability to build awareness, create action, and deliver results. He has partnered with key leaders in biotechnology, business-to-business services, financial services, healthcare, and government services. His clients include Biogen, Blue Cross Blue Shield, The Boston Foundation, Bright Horizons, Constant Contact , Covidien , Dyax Pharmaceuticals, Eaton Vance, edX, GMAC, Harvard Business School Program for Leadership Development, Harvard Pilgrim Healthcare, ICIC, Johnson & Johnson, Keurig, Kronos, Lahey Health, Liberty Mutual, Ortholite, Partners Healthcare, Suffolk, Takeda Pharmaceuticals and Vertex Pharmaceuticals.  Ed also coached international executives in the Program for Leadership Development at Harvard Business School. His clients included business professionals from countries such as Brazil, Bulgaria, Columbia, Denmark, India, Ireland, Japan, and Russia. following the first sentence. In his former role as President of the New England Chapter of the International Coarch Federation (ICF), Ed was deeply involved in advancing the coaching profession and serving as a non-profit leader.  Ed has held leadership roles at Iron Mountain, the (former) Federated Department Stores, and the (former) May Department Stores. As a coach and as a human resources executive, he has supported leaders at all levels of an organization, in a variety of high- impact business areas including account management, engineering, finance, human resources, information technology, legal, marketing, product development, product management, operations, and sales.  Known for his business acumen, his ability to resolve complex human relations issues, and his genuine and responsive style, Ed has partnered with many managers, leaders and business teams to explore clarity and communication, and traverse conflict and change.  He holds a bachelor's degree in Business Administration from the University of Arkansas and received a Certificate in Applied Project Management from Boston University. His 360° certifications include Benchmarks and 360 By Design from the Center for Creative Leadership, the Leadership Versatility Index, and Lominger's Voices. Ed is a qualified administrator of the EQi2.0 Emotional Intelligence assessment, Team Emotional Intelligence Survey, the Hogan Assessment Series, Raise Your Visibility Indicator, TypeCoach Verifier, the Myers-Briggs Type Indicator instrument, and the FIRO-B Interpersonal Orientation assessment.  He is a Professional Certified Coach with the ICF and a Board Certified Coach with the Center for Credentialing and Education. Ed is a member of the National Speakers Association, a volunteer coach for the Babson College Coaching and Leadership & Training Program, and the weekly team moderator at the Senior Human Resources Network.  Listen to this informative Publish. Promote. Profit. episode with Ed Evarts about growing your influence through writing books and hosting podcasts.   Here are some of the beneficial topics covered on this week's show: How the simple answers are not all it takes to become a good leader. How empathy and demonstrating curiosity with those around you in the workplace creates an environment for success. How dealing the hand you are dealt instead of placing fault can prove to be a winning strategy. How writing a book and hosting a podcast enables you to help and reach others you might have otherwise been unable to, ultimately expanding your influence and success. Connect with Ed: Links Mentioned: www.excellius.com Guest Contact Info: ed@excellius.com Twitter @edevarts LinkedIn linkedin.com/in/edevarts Connect with Rob: Website bestsellerpublishing.org Twitter @bspbooks Instagram @bspbooks Facebook facebook.com/bestsellerpub YouTube youtube.com/c/BestSellerPublishingOfficial Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Businessweek Editor Joel Weber and Bloomberg News Personal Finance Editor Ben Steverman talk about Ben's magazine story Cathie Wood's Bad Spring Is a Blip When Future Is So Magnificent. Bloomberg News Finance Reporter Sri Natarajan explains the Department of Justice planning to investigate the market-rattling meltdown of Bill Hwang's Archegos Capital Management in March. Bloomberg News Technology and E-Commerce Reporter Spencer Soper discusses why Amazon's antitrust risk has deepened as more state attorneys general weigh legal action. And we Drive to the Close with Yana Barton, Co-Director of Growth Equities at Eaton Vance.  Host: Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Businessweek Editor Joel Weber and Bloomberg News Personal Finance Editor Ben Steverman talk about Ben's magazine story Cathie Wood’s Bad Spring Is a Blip When Future Is So Magnificent. Bloomberg News Finance Reporter Sri Natarajan explains the Department of Justice planning to investigate the market-rattling meltdown of Bill Hwang’s Archegos Capital Management in March. Bloomberg News Technology and E-Commerce Reporter Spencer Soper discusses why Amazon's antitrust risk has deepened as more state attorneys general weigh legal action. And we Drive to the Close with Yana Barton, Co-Director of Growth Equities at Eaton Vance.  Host: Tim Stenovec. Producer: Paul Brennan.

Valerie Mosley is the Founder of Valmo Ventures. Valerie created Valmo Ventures to advise and invest in companies that add value to both investors and society. She recently founded BrightUp, a FinTech company focused on democratizing wealth building and wellbeing. Mosley sits on several boards including Eaton Vance's family of mutual funds, DraftKings, Groupon and Envestnet. Previously, she was an SVP, partner, portfolio manager and investment strategist at Wellington Management Company, a $1 trillion money management firm. Mosley was named UK's Powerlist International Person of the Year 2017, and one of the 50 Most Powerful Women in Business and one of the Top 75 African Americans on Wall Street by Black Enterprise Magazine. Valerie Mosley has always sought to bring people together in order to share different perspectives and build understanding. As a freshman at Duke University in the 1970s, she put together talks on race relations after learning she was the first black person many of her white classmates had met. She left a successful career at Wellington Management Company to pursue a more impact-oriented career focused on wealth building and wellbeing. Mosley cites the stagnation of wages among the bottom 80% of earners and its negative effect in the face of rapidly rising costs in health care, housing and education. Teaching financial literacy to the underserved is designed to have a compounding effect on both wealth and quality of life. “I'm very interested in compounding compassion and compounding interest. If you widen your lens just a little, then you'll learn things like the median cost for a payday loan, at a time when interest rates are zero, is 391%. That's unconscionable.”  ————————————————————————— For podcast transcripts and show notes, visit *salt.org/talks* ( http://salt.org/talks ) Watch this video on YouTube: *https://youtu.be/mp9YqAso9Mk* ( https://youtu.be/mp9YqAso9Mk ) Developed, created and produced by SALT Venture Group, LLC. Moderated by Anthony Scaramucci.

Bloomberg News Cross-Asset Reporter Katie Greifeld, discusses the recent run-up in Dogecoin. Bloomberg Businessweek Editor Joel Weber and Businessweek P&I Reporter Devin Leonard explain how music executives are dominating the music industry again. Kim Rivers, CEO of Trulieve, talks about the state of the medical and adult-use cannabis industry. And we Drive to the Close with Yana Barton, Co-Director of Growth Equity at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg News Cross-Asset Reporter Katie Greifeld, discusses the recent run-up in Dogecoin. Bloomberg Businessweek Editor Joel Weber and Businessweek P&I Reporter Devin Leonard explain how music executives are dominating the music industry again. Kim Rivers, CEO of Trulieve, talks about the state of the medical and adult-use cannabis industry. And we Drive to the Close with Yana Barton, Co-Director of Growth Equity at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Dr. Sandro Galea, Dean of Boston University School of Public Health, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Entertainment Reporter Lucas Shaw talk about Spotify betting big on podcasts as a path to profitability. Bloomberg News Cybersecurity Reporter William Turton discusses the article “‘No Regrets': A Capitol Rioter Tells His Story From Inside.” And we Drive to the Close with Yana Barton, Co-Director of Growth Equity at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Dr. Sandro Galea, Dean of Boston University School of Public Health, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Entertainment Reporter Lucas Shaw talk about Spotify betting big on podcasts as a path to profitability. Bloomberg News Cybersecurity Reporter William Turton discusses the article “‘No Regrets’: A Capitol Rioter Tells His Story From Inside.” And we Drive to the Close with Yana Barton, Co-Director of Growth Equity at Eaton Vance. Hosts: Carol Massar and Tim Stenovec. Producer: Doni Holloway.

Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hosted by Paul Sweeney and Vonnie Quinn.  Read Full Article

Eric Stein, Chief Investment Officer: Fixed Income at Eaton Vance, on his current outlook for bond markets, inflation and the rotation trade. Carl Weinberg, Founder and Chief Economist at High Frequency Economics, on how the Democratic Senate win changes his outlook for the economy. Lananh Nguyen, Bloomberg finance reporter, on confusion over the NYSE delisting of China stocks. Josh Wingrove, White House correspondent for Bloomberg, on President Trump pitting Republicans against Republicans. Hosted by Paul Sweeney and Vonnie Quinn. 

0:00-10:30 - Interview with Nicole Casperson - The importance of TD Ameritrade's Veo Platform advisors, and how it fits into the integration (:40)The other platforms and the data choices (5:30)Effect on the small advisor (7:30)Competitive shake-up and opportunity (9:30)10:30-19:30 - Morgan Stanley buys Eaton VanceMorgan Stanley's shopping spree strategy, and The ESG angle,  and the advisor impactAdviser on the lam - 19:30-29:00The developing story, the echoes of the financial crisis, and is this the start of a trend or a one-off?https://www.investmentnews.com/charles-schwab-td-ameritrade-veo-one-197817https://www.investmentnews.com/financial-adviser-reported-missing-197786  

Frances Donald, Manulife Investment Management Global Chief Economist and Global Head of Macroeconomic Strategy, warns of the headwinds facing the U.S. economy. Rick Davis, Bloomberg Contributor and Former McCain Campaign Manager, explains how the terms of debates are negotiated as President Trump refuses to participate in a virtual debate. Michael Moore, Bloomberg News U.S. Finance Team Leader, discusses Morgan Stanley's acquisition of Eaton Vance. Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says a blue wave in the 2020 U.S. election could benefit markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Eftir nokkuð stöðugt gengi krónunnar fyrstu átta mánuði síðasta árs skapaðist órói á gjaldeyrismarkaði síðastliðið haust og gengið lækkaði. Seðlabankinn brást þá við með kaupum á erlendum gjaldeyri. Aftur greip bankinn inn í markaðinn fyrr í þessum mánuði til að sporna við veikingu krónunnar. Þórður Snær Júlíusson, ritstjóri Kjarnans, greindi stöðuna í efnahagsnmálunum, en hann verður með okkur á Morgunvaktinni á þriðjudögum í vetur og fjallar um efnahagsmál og samfélag. Þórði Snær ræddi að þessu sinni m.a. um sambúðina við krónuna og hvaða áhrif bandaríska eignastýringarfyrirtækið Eaton Vance hefur haft á íslenskan efnahag. - Leiðtogaskipti urðu á dögunum í CSU flokknum í Bæjaralandi í Þýskalandi. Markus Söder var kjörinn í stað Horst Seehofers sem var formaður í rúman áratug og er stundum nefndur furstinn af Bæjaralandi. Arthúr Björgvin Bollason sagði frá Söder í Þýskalandsspjalli. Hann talaði líka um handbolta og Joachim Deckarm, fyrrverandi handboltahetju, sem heiðraður var á dögunum. Hann lamaðist af völdum áverka sem hann hlaut í leik árið 1979. - Ísland tekur í dag við formennsku í Norrænu ráðherranefndinni. Norræna ráðherranefndin er samstarfsvettvangur ríkisstjórna Norðurlandanna og sjálfsstjórna Álandseyja, Færeyja og Grænlands. Að auki er náið samband við Eystrasaltsríkin. Af þessu tilefni kemur Sigurður Ingi Jóhannsson ráðherra norrænna samstarfsmála á Morgunvaktina hálf níu og við spjöllum um norrænt samstarf. - Tónlist: Tom Jones - I´ll never fall in love again; Shirley Bassey - Diamonds are forever; Guitar Islancio - Vem kan segla förutan vind.