Podcasts about fund research

In this episode, Alexander de Bruin, Head of Fund Research at Edmond de Rothschild, joins Alan Dunne to discuss the art and science of selecting managers and building portfolios of alternatives. Alexander shares insights from his background in convertible bond trading and how it has shaped his approach to allocating capital. The conversation explores the rapid growth of private markets, with a focus on the current opportunities in private credit. They also delve into Alexander's framework for constructing hedge fund portfolios, examining the role of multi-manager, multi-strategy funds compared to other diversifying strategies. Alexander provides a behind-the-scenes look at his manager due diligence process, including his unique approach of sitting on the trading floor with hedge fund managers to gain a deeper understanding of their strategies.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps: 02:20 - Introduction to Alexander de Bruin09:02 - The clients and portfolios that Edmond de Rothschild13:18 - Should the 60/40 portfolio be revamped?15:40 - de Bruin's approach to implementing new strategies19:41 - How de Bruin deal with the paranoia of something going wrong22:27 - Is there a place for multi-strat approaches?25:09 - The challenges of managing risk as a multi-strat manager26:53 - How hedge funds deal with portfolio constraints29:19 - Opportunities and risks in private markets35:32 - How high...

In this episode, Bill interviews Kenneth Heinz, President of HFR, to explore the evolving landscape of hedge funds. Kenneth shares insights into HFR's growth from its inception in 1992 to its current position as an industry leader. The conversation delves into hedge fund strategies, performance benchmarking, and the role of transparency in driving trust and innovation. Kenneth also highlights emerging trends such as the rise of pod shop structures, the growing impact of cryptocurrency, and the importance of democratization in investment strategies. Listen in! 

An archaeology professor at the University of Otago is joining voices of opposition to an announcement of cuts to the Marsden Fund. University of Otago Palaeogenetics Laboratory director Professor Nic Rawlence spoke to Corin Dann.

In this episode of Fund Selectors, host Lucy Walker interviews Carly Moorhouse, an award-winning fund research analyst at Quilter Cheviot. The conversation explores Carly's approach to fund selection, highlighting her emphasis on trust, passion, and investment philosophy. Carly shares insights into the importance of meeting managers face-to-face, the unique strengths of boutique managers, and her experiences from global research trips. They also discuss the value of personal instincts in fund selection and Carly's sociology background's influence on her career. 0:03 - Introduction by Lucy Walker 0:21 - Guest introduction: Carly Moorhouse 0:57 - Importance of trust in fund management 1:48 - Carly's human approach to fund research 2:15 - Carly's principles in fund selection 4:21 - Sticking to a philosophy in tough times 5:05 - Building and destroying trust 6:40 - Importance of face-to-face meetings 10:00 - Carly's sociology background 13:21 - Attraction to boutique managers 15:27 - Insights from research trips 17:04 - Macro versus micro focus in different regions 20:57 - Recent trips to the US and Asia 26:00 - Growing up in Asia and its impact on her career 31:08 - Carly's book recommendation 32:06 - Trusting gut instincts in fund selection 34:05 - Final question to next guest

Welcome to Episode 061 of the Beyond the Diagnosis Podcast. Deanna Fournier joins us again, this time with Claudio DiGirolamo, President and Director of the Histiocytosis Association of Canada, to talk about coming together to fund research and the power of international collaboration. Let us know what you think! Leave us a review, drop us a comment or share an idea for a future podcast with us at podcast@histio.org.  Take a screenshot and tag us @histiocytosis_association on Instagram. We'd love to hear your feedback! Be sure to subscribe so you can be notified the moment a new episode of Beyond the Diagnosis is released.   We would love it if you would consider supporting this podcast financially so we can continue to bring you relevant and timely information while on your histio journey.  To learn more visit https://podcasters.spotify.com/pod/show/histio/support   Resources mentioned in the podcast: Histiocytosis Association of Canada: https://histiocytosis.ca/ Beyond the Diagnosis Episode 027 – Part 1 of 3: Seeds of Funding – The Foundation of the Research Grant Program Beyond the Diagnosis Episode 048 – Part 2 of 3: Cultivating the Seeds of Research: Understanding the Scoring Process Follow the Histiocytosis Association on social media: §  Facebook: https://www.facebook.com/histio §  Twitter/X: @histiocytosis §  Instagram: histiocytosis_association §  YouTube: https://www.youtube.com/@Histiocytosis Music: “Heroes” by Noah Smith --- Support this podcast: https://podcasters.spotify.com/pod/show/histio/support

Hi and welcome back to the Meet the Manager mini series. Today we have the tale of two Nicks for you – our first Nick is our host Nick Wood. Mr. Wood is the Head of Investment Research at Quilter Cheviot. Before this role, he spent the first ten years of his career at Capital Group as a Quantitative Analyst and he then spent five years at Stamford Associates in the Fund Research team. You'll notice that Mr. Wood is a natural host on the TVP as he is the host of his own podcast – Fund Buyer – which covers the world of fund research. Find it on your favourite podcast platform. Our second Nick is Nick Kirrage, the Co-Head of the Global Value Team at Schroders. Mr. Kirrage's career started at Schroders over 20 years ago as a pan-Euro researcher before he co-founded the Global Value Team in 2013. In this episode Mr. Wood and Mr. Kirrage will discuss Kirrage's journey and the opportunity to run a 50 year-old fund, putting a team together and how to get the best out of people, new emerging themes impacting the value team's process and philosophy, has value investing as a business changed, and finally the art of telling clients when not to invest in your fund – enjoy. NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: Send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.      

The federal government has announced it will stop funding research that involves Chinese military and state security institutions, over fears around national security. We speak with Margaret McCuaig-Johnston, a senior fellow at the Institute for Science, Society and Policy at the University of Ottawa; and Joseph Wong, a professor at the Munk School of Global Affairs and Public Policy.

The Rich Zeoli Show- Hour 2:  World Cup Update: The United States defeated Iran 1-0 in Qatar on Tuesday and will now advance to the knockout stage of the 2022 World Cup. While speaking with Jake Tapper on CNN, Dr. Anthony Fauci stated he is “almost certain” that the National Institutes of Health (NIH) did not fund gain-of-function research that could be responsible for a Wuhan, China lab leak resulting in the spread of COVID-19. Dr. Fauci conceded that the origins of COVID-19 have not been definitively proven but emphasized that it was “molecularly impossible” for the NIH funded virus research to turn into SARS-CoV-2. Is Dr. Fauci at least now acknowledging the NIH funded gain-of-function research in Wuhan? Two-term Philadelphia City Councilmember Helen Gym has resigned from her position and is now expected to announce a run for Philadelphia Mayor. When asked whether the White House supported zero-COVID policy protesters in China, National Security Council (NSC) spokesman John Kirby stated, “the President is not going to speak for protesters around the world” but did emphasize that the administration supports peaceful protests around the world. Did Leonardo DiCaprio almost get booted from "Titanic" film for being a diva? 

In this episode, Chandos talks to Community Fundraiser Firzana Khan about how our community works with the charity to raise money for vital research into better treatments and cures for brain tumours.  They talk about the different ways people can raise money from cycle rides and runs to charity balls.  Firzana explains the vital role our community fundraisers play in beating brain tumours.If you would like to find out more about raising money for the charity you can find out more here You can also contact our Community Fundraising team by emailing fundraising@thebraintumourcharity.org 

Lorna Day's son Sam was diagnosed with Ewing's Sarcoma in 2010 and went through an arduous treatment ordeal that included losing his left leg and right foot to amputation. After Sam's very unfortunate passing in 2016, Lorna set out to help other pediatric cancer patients and their families as she set up her Sam Day Foundation in honor and memory of her beloved son.  As its' core principal, this foundation focuses on trying to fund research for the most difficult pediatric cancers including many of the Sarcomas and Brain Cancer.Nicknamed the "Hope Junkie," Lorna will talk about the many programs that she has initiated through her foundation in the Pacific Northwest, as she strives to accomplish a goal of getting as many people as possible involved  in this Pediatric Cancer fight from that area of the country, and especially in her home state of Oregon. 

In this episode, Progeny's head of research, Robert Harrison, said China is looking 'more interesting' as a region to invest in, despite the continued lockdowns and ongoing economic uncertainties. And Harrison and Jamie Ward, head of investment solutions at AJ Bell, discuss why the UK has become an increasingly attractive market for their portfolios.

CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Our Fund Picks Outperform Too: Danger Zone Update. The post Podcast: Why Investors Ignoring our Fund Research Are in The Danger Zone appeared first on New Constructs.

This week we're joined by Deb Clarke. These days, Deb is a NED following a long career in the City spanning asset management and fund research. We discuss – what Deb thinks the consulting and fund management industry have got right and wrong over the years. We dive into some of her principles for fund research, as well as some of her worst research meetings. We talk about some of the most important and underrated questions to ask fund managers and things managers do wrong. We cover principles for investing in general and thoughts on fund research in today's world. Whether you're a consultant, asset manager, or fund investor, we think you'll take a lot of useful insight from this great conversation.

Style matters when constructing portfolios, but there are other characteristics in a manager that are as important, if not more important, in generating consistent returns over the long term. These include a high active share coupled with good risk management, high idiosyncratic risk and a proven track record of picking the right stocks. A manager selection framework based on academic research and historical analysis is the means to the end – finding such managers and building portfolios capable of generating consistent returns over the long term. - Myooran Mahalingam, MLC Investments. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum

The idea of the covid-1984 virus origins starting in the Wuhan Institute of Virology lab was called a “conspiracy theory”, but NOW not so much.  Chris goes over the latest to come out about the virus. It appears that NIH head Dr. Anthony Fauci was part of the funding of gain of function research at the Wuhan lab,    Thanks to people like Senator (KY) Dr. Rand Paul for pressing Dr. Fauci on this, the word is getting out. Just WAIT till you hear Senator Paul HAMMER Fauci!  Chris breaks down what a journalist that the left just LOVES said about Dr. Fauci & the gain of function research.   Support the show: http://www.wbap.com/chris-krok/ See omnystudio.com/listener for privacy information.

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You can support my work at the links below. We are totally listener supported and we appreciate each and every one of you! Thank you and God bless! Bitcoin Wallet: 3M2rBQMPjS2UihwQLuzCeMTveoUSSmH87h PayPal: https://paypal.me/johnnystorm Patreon: https://patreon.com/dontspeak NEW! Cash app now available for donations! Our cash tag is $jstorm212 For checks and money orders please email us at dntspk5@gmail.com and we will send you the address. Support us through the BRAVE web browser here: https://brave.com/don308 Download the BEST VPN on the market at ProXpn! Support the show using our link! https://secure.proxpn.com/?a_aid=5bed1952a981a&a_bid=f24b9a75# Free book on Spiritual Warfare below! https://www.smashwords.com/books/view/780462 https://twitter.com/DontSpe54156130 Show Email dntspk5@gmail.com Back up Channel: https://www.youtube.com/channel/UCC8vqWJ1jWO30n4RWqbAquA?view_as=subscriber Website: https://dontspeaknews.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/dontspeak/support

Stephanie Wills tells the story of her 2-year-old son Mason Wills, his love of trucks, his diagnosis of leukemia after he showed pain while walking, and how lucky they feel that Mason can be treated thanks to donations to Dana-Farber through non-profits like the Jimmy Fund.

Otavio Costa has been an analyst on Crescat's investment team for more than five years with a focus on global cross-asset research. “Tavi” built Crescat's macro model that identifies the current stage of the US economic cycle through a combination of 16 factors. His research has been featured multiple times in financial publications such as Bloomberg, The Wall Street Journal. Tavi is a native of São Paulo, Brazil and is fluent in Portuguese, Spanish, and English. Before joining Crescat, he worked with the underwriting of financial products and in international business at Braservice, a large logistics company in Brazil. Tavi graduated cum laude from Lindenwood University in St. Louis with a B.A. degree in Business Administration with an emphasis in finance and a minor in Spanish. The topics discussed include: What it is like to be a global macro analyst What Otavio pays attention to when building macro models What economic indicators Otavio uses The current state of the business cycle Otavio's view on the US equities market China, Brazil and precious metals What steps Otavio took early in his career to learn his trade Recommendations on how to stay sharp and informed   As always, make sure you share the podcast with anyone you think might benefit from the information. And don't forget to leave us a 5-Star review on Apple Podcasts!   Find out more at https://www.thewallstreetlab.com/   Luke, Leo & Andy

PaisaPedia is an educational podcast series by National Stock Exchange in collaboration with Bloomberg|Quint. This two-episode series features industry experts with an aim to provide insights on investment tools that help you take well-informed financial decisions. In the first episode, we are ‘Decoding ETFs’ with our guest Mr. Kaustubh Belapurkar, Director, Fund Research, Morningstar. The conversation covers the different types of ETFs available on NSE, understanding liquidity and price movement on an ETF and more. You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://ivm.today/android or iOS: https://ivm.today/ios You can check out our website at http://www.ivmpodcasts.com/

Market has seen a flurry of New Fund Offers in recent months, in this edition of Money Money Money we talk to Kaustubh Belapurkar , director-Fund Research, Morningstar Investment Adviser about some of the new thematic funds and ETFs. We also throw spotlight on the Morningstar’s investor experience study and where do Indian mutual funds stack up. 

Should you directly invest in Mutual Funds or go through a financial adviser? Tune in to find out. Mr. Kaustubh Belapurkar, Director of Fund Research at Morningstar India tells you. Talk to Anupam on Twitter @b50 and Kaustubh Belapurkar @MstarKaustubh Listen to our latest episode on Investment Advice with Mr. Kaustubh Belapurkar here: https://ivm.today/2sAf5gO You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

How do you choose between a good equity fund and a good debt mutual fund? Mr. Kaustubh Belapurkar, Director of Fund Research at Morningstar India tells you. Talk to Anupam on Twitter @b50 and Kaustubh Belapurkar @MstarKaustubh Listen to our latest episode on Investment Advice with Mr. Kaustubh Belapurkar here: https://ivm.today/2IYKcZw You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

On the second part of this series, we have Mr. Kaustubh Belapurkar, Director of Fund Research at Morningstar India, who talks to to Anupam about Mutual Fund Research, the different types of mutual funds that are there and how to choose which one's best for you. You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

Are you new to mutual funds and asset allocations? Where do you start learning about it and begin with investing? Mr. Kaustubh Belapurkar, Director of Fund Research at Morningstar India tells you the best ways to do this. Listen to our latest episode on Investment Advice with Mr. Kaustubh Belapurkar here: https://ivm.today/2KHWSV4 You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

On the first part of this series, we have Mr. Kaustubh Belapurkar, Director of Fund Research at Morningstar, who talks to to Anupam about his journey to Morningstar, the risks and returns you can expect from investments, allocations of assets, and more. You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5 You can check out our website at http://www.ivmpodcasts.com/

Suzie Bliss meets Brewin Dolphin’s Ben Gutteridge in London’s Regents Park. He divulges his expertise behind hosting Brewin Dolphin’s own podcast, the memorable guests he’s interviewed and whether he’s got anyone’s name wrong. We also discover his rise through fund selection and Ben reveals the best lesson he’s learnt in his career.

sources of stories from today: https://www.one-tab.com/page/rOwMIS3LRK-iHFZEB4Kq3Q ↓↓↓timestamps↓↓↓ 1:50 - Morgan Stanley is now clearing Bitcoin futures for their clients 4:19 - Viewer Question: What's up with the debt ceiling? 6:26 - Viewer Question: Did you hear about the largest Japanese bank potentially creating their own cryptocurrency? 6:37 - Viewer Question: Have we set up Brave payments? 6:58 - Viewer Question: Do you think it's possible that China might actually ban crypto? 7:49 - Former FDIC Chair Says ‘We Don't Ban Assets,' Bitcoin Just Needs To Be Regulated 9:34 - Virginia Beach Government Backs Bitcoin Mine With $500K Grant 12:50 - Arizona State University Partners With Dash to Fund Research, Scholarships 14:02 - Viewer Question: Do you think DASH will survive through the Lightning Network launch? 14:30 - Viewer Question: Have we convered crypto transactions being a 'taxable event'? 15:42 - Replacements for Coinmarketcap (CMC) 16:31 - Happy birthday to King! If you want more, connect with us online at the following places: Website: https://krbecrypto.com/ Shop: https://shopkrbecrypto.com/ Services: https://krbecrypto.com/services/ About Us: https://krbecrypto.com/about/ Subscribe to our YouTube: https://www.youtube.com/krbecrypto KRBE Twitter: https://twitter.com/krbecrypto KRBE Facebook: https://www.facebook.com/krbecrypto/ KRBE Instagram: https://www.instagram.com/krbecrypto/ King Twitter: https://twitter.com/KingBlessDotCom Bitcoin Zay Twitter: https://twitter.com/bitcoinzay Business Inquiries: krbe@krbecrypto.com   Donations Welcome: Bitcoin: 1NTnWaGowHEh9VRWMXWTiqWpQT9vjP5Ukd Litecoin: LSc2bEAMEbGSHKx54GUt4xi1eZQqtscv8i   Thanks for listening and remember to subscribe for daily content where we give away free Bitcoin!

Few journalists have gotten a peek inside X, the secretive lab run by Google's parent company Alphabet. Its scientists are researching cold fusion, hover boards, and stratosphere-surfing balloons. Derek Thompson, staff writer at The Atlantic, spent several days with the staff of X. In this episode, he tells Matt and Alex all about what he found, and what it suggests about the future of technological invention. Have thoughts or questions? Leave us a message! (202) 266-7600. Don't forget to leave us your contact info. Links:“Google X and the Science of Radical Creativity” (Derek Thompson, 2017)“The Promise and Peril of Universal Internet” (Dominic Tierney, 2015)“The Physics Nobel and the Fate of Bell Labs” (Edward Tenner, 2009)“How Should the U.S. Fund Research and Development?” (Robinson Meyer, 2016) “Google Glass” (William Brennan, 2014)The Gay and Wondrous Life of Caleb Gallo (Brian Jordan Alvarez and collaborators, 2017) — N.b.: Parental discretion is advised. Learn more about your ad choices. Visit megaphone.fm/adchoices

- Don Phillips, President of Fund Research at Morningstar Moe also discusses the implication of recent market positive moves. Please call 1-800-388-9700 for more detail.