Podcasts about greenwich associates

Jennifer Didier has a lively conversation with Lilian Dutra of AEN Talent Search. They discuss Lilian's own path to the creation of AEN Talent Search and how she is helping other women connect with great jobs and represent themselves at the highest levels. More information on our Guest: Lilian Dutra CEO & Founder, AEN Talent Search For more than a decade, Lilian has been adeptly handling the rigors of being a mother and a CFO. She has decided to share the secrets of her success in simultaneously managing both by founding AEN Talent Search. Its mission is to enlighten companies on the richness of adding diversity and to empower women to take back their careers and bring their talents to new, rewarding positions. As a Latina herself, Lilian has made great strides in challenging corporations of all sizes to re-evaluate their workforce and re-focus on inclusivity. One of her biggest strengths is the ability to connect the right people to the right jobs, ones which will bring them success and joy. Prior to founding AEN, Lilian was the CFO of Sublime Communications, an independent marketing communications company with global reach. She also worked as a Research Specialist and Analyst at several asset management companies, including the Commonfund Group, Greenwich Associates and Gartner, Inc., where she managed reporting, productivity, and expenses to help clients improve their business results. Lilian is also an expert in International Business and is fluent in Portuguese. You can reach Lilian on LinkedIn or at the company website: AENTalentSearch.com

EWM INSIGHTS with special Special Guest Peter Boardman, Portfolio Manager and Equity Analyst - Nuveen International Value Fund Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL!In this special episode of EWM Insights, Portfolio Manager and Equity Analyst, Peter Boardman is our guest.We pull back the curtain and let the public listen in on a private discussion normally exclusive to private clients of Ellis Wealth Management. We discuss the complexity and attraction to the Japanese Market in a time where many are considering investment options outside of the US Market.Peter Boardman shares his unique insight to Japan from his own passion and life experiences - as well as his professional career. Topics Covered:Lessons to be Learned from the History of the NikkeiDemographics in the Land of the Rising SunThe 4 R's of JapanJapan's Birthrate and the Effect on the Economy Will Political Tensions with China move Japanese jobs elsewhere in in Asia or Mexico Note: This is personal life story and discussion, and NOT an offer to purchase or sell insurance or investment products. It is Ellis Wealth Management's expressed position that investments should be understood and discussed with an accredited financial professional before purchase. Past performance is not indicative of future performance. Investments can loose value which includes risk to principleAdditional Resources: Ellis Wealth ManagementPaul Ellis: 425-405-7720email: paul.Ellis@elliswealthmanagement.net About Peter BoardmanPeter Boardman is a portfolio manager and equity analyst at Nuveen.Prior to this, Peter was a portfolio manager and equity analyst, at Nuveen affiliate, NWQ Investment Management Company, LLC and a portfolio manager and consumer durables analyst at affiliate, Tradewinds Global Investors, LLC. Prior to that, he was an international equity analyst at NWQ. Before joining the firm, he was a senior analyst with USAA Investment Management where he covered global automobiles, pharmaceuticals, and semiconductors. Prior to that, Peter spent 8 years as a sell-side analyst at UBS Warburg where he followed the automobile and auto parts industries in North America, Japan, and Asia. Peter started his investment career in Japan, where he worked as an analyst for close to fifteen years.Peter graduated with a B.A. in Economics from Willamette University and an M.S. in International Management from Garvin School of International Management (Thunderbird). Peter has been highly ranked as an analyst in the surveys of Greenwich Associates, Institutional Investor magazine, and by Nihon Keizai Shimbun (Nikkei) newspaper. He is fluent in Japanese. Peter is a trusted source for information on the Japanese market and is quoted regularly in the Nikkei newspaper and also appears on CNBC Asia.Feel free to share this episode with those in your circle who are on a similar path of learning. We hope our conversations will help you acquire more knowledge, become even more curious about the gifts that are in and all around us, while supporting you to reach new heights as we grow together.You can subscribe and listen to EWM INSIGHTS on Spotify, Apple Podcasts, Amazon Music, or the Ellis Wealth Management Homepage: https://elliswealthmanagement.net/podcasts/Above all, through EWM INSIGHTS we want to encourage you to:INVEST IN WHAT YOU LOVE!®

When it comes to the world of investing, there are many options available to consumers. The range of financial products available can be overwhelming and confusing. Additionally, investing is not only about the rate of return but also about what you are investing for and why. To help us unpack this complicated subject is Charles Ellis, a highly respected investment consultant and founder of Greenwich Associates, a strategy firm focused on financial institutions. He is also a famous author and has written several books on the topic of finance and investment, such as Winning the Loser's Game which provides readers with insights into making the best financial decisions in an increasingly unpredictable market. In our conversation, we discuss why indexing is the better investment option, how the investment space has changed over time, tailoring your investment decisions to suit your needs and desires, and why looking at the bigger financial picture is essential. We also delve into why investors can be their own worst enemies, what advisors and investors should avoid, the theme of his book Inside Vanguard, various investment strategies, and much more. Tune in and hear insights on indexing, wise investing, and how to win the ultimate game from industry legend Charles Ellis!   Key Points From This Episode:   •    Charles explains what he means by ‘a loser's game' and provides examples. (0:03:51) •    How the perception of active management has changed since publishing Winning the Loser's Game. (0:08:00) •    He unpacks how the market and market competition has changed since 1975. (0:10:33) •    Whether the sentiment towards active management has become too negative. (0:17:24) •    Discover why Charles thinks indexing is the best and preferred investment option. (0:19:22) •    His opinion on low-cost systematic strategies that seek higher expected returns in the market by owning riskier stocks. (0:24:55) •    Why investors and advisors should avoid trying to time or beat the market. (0:27:19) •    The value and importance of a well-defined investment policy statement. (0:33:34) •    Find out how investors can protect themselves from themselves. (0:34:58) •    An underappreciated approach that investors can take to be more successful. (0:36:26) •    Hear whether fee differentials between index and active strategies are understood well. (0:37:17) •    Charles shares how his mindset has changed over the course of his career. (0:41:47) •    Find out if institutions and endowments respect low-cost index investing. (0:42:42) •    What he thinks about bringing exotic asset classes to retail investors. (0:44:45) •    Reasons why investment management should be considered a full-time profession. (0:46:50) •    The biggest opportunities he sees in future for investment management. (0:49:20) •    Hear about the difference between price discovery and value discovery. (0:50:09) •    Discover why Vanguard has been so successful as a company. (0:53:27) •    The theme of his book, Inside Vanguard, and if it relates to other businesses. (0:58:17) •    Lessons he has learned regarding personal motivation and productivity. (1:00:28) •    Charles tells us his definition of success. (1:03:35) •    An outtake from the episode: the role of luck. (1:05:21)     Participate in our 23 in 23 Reading Challenge: 23 in 23 Reading Challenge — https://rationalreminder.ca/23in23 23 in 23 Reading Challenge on Beanstalk — https://pwlcapital.beanstack.org/   Participate in our Community Discussion about this Episode: https://community.rationalreminder.ca/t/episode-244-the-losers-game-episode-discussion/22558   Books From Today's Episode: Winning the Loser's Game: Timeless Strategies for Successful Investing — https://amzn.to/3FrNKmt Inside Vanguard — https://amzn.to/3TlwrcG What It Takes: Seven Secrets of Success from the World's Greatest Professional Firms — https://amzn.to/3Thgm7z Capital: The Story of Long-Term Investment Excellence — https://amzn.to/3FpiHb5 Figuring It Out: Sixty Years of Answering Investors' Most Important Questions — https://amzn.to/3LknZZ8   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.  Rational Reminder Website — https://rationalreminder.ca/ Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on Twitter — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Benjamin on Twitter — https://twitter.com/benjaminwfelix Cameron on Twitter — https://twitter.com/CameronPassmore

Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped and highly resourced experts competing against each other.   When I think about my pantheon of all-time great investment thinkers and writers, our guest today stands out as one of the industry's legends. Charley Ellis has played the most significant role in how I think about the investment industry, and I can't think of anyone better to talk about the industry's evolution.   Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. Through that lens, he has been a keen observer of what works in organizations and markets for the last half-century. For nine years, Charley was chair of the Investment Committee at Yale, his alma mater, where he worked closely with its legendary Chief Investment Officer, David Swensen. He also served as a director of the Vanguard Group from 2001 to 2009. Charlie is a Harvard Business School graduate and has taught advanced investing courses at both Yale and Harvard. The CFA Institute recognized him as one of the twelve leading contributors to the investment profession, and along the way, Charlie has published nineteen books.   In this episode, Tano, Charley, and I discuss what inspired him to found Greenwich Associates, what goes into identifying the right questions to ask, how the industry has shifted from a winner's game to a loser's game, the massive changes in the asset management industry since the founding of Greenwich Associates, lessons from the Yale endowment model, Charley's book recommendations, and so much more!       Key Topics:   Welcome Charley to the show (1:13) How Charley's early experience at Donaldson, Lufkin & Jenrette inspired the concept for Greenwich Associates (3:07) Structuring research and gathering the right kinds of questions (7:51) How Charley developed a passion for sharing insights with the public at large (10:00) The dual roles of academia and the industry itself in the evolution of the asset management industry (11:46) Simon Ramo and The Loser's Game (13:33) Massive changes in the asset management industry since Charley founded Greenwich Associates (19:07) Why it was much easier for active managers to beat the market in the early days of the industry (25:03) Understanding the relentless pace of competition (29:35) The importance of actively determining the right investment strategy for you (32:44) Charley's perspective on the legacy of Vanguard's Jack Bogle (37:26) Why Charley cites John Neff as the best active manager of his time (43:27) David Swenson's capacity for innovative thinking (46:51) Lessons from the Yale endowment model (51:02) Highlights from Charley's book, Capital (58:38) Essential elements of creating and perpetuating a great culture (1:00:06) Why the willingness to address problems head-on is crucial in sustaining excellence (1:02:30) Charlie's excitement about our education system (1:06:19) Which overlooked issue does Charlie wish garnered more attention? (1:07:07) Charley's book recommendations (1:12:09) And much more!       Mentioned in this Episode:   Charley Ellis' Books Figuring It Out: Sixty Years of Answering Investors' Most Important Questions Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business Winning the Loser's Game: Timeless Strategies for Successful Investing Capital: The Story of Long-Term Investment Excellence What It Takes: Seven Secrets of Success from the World's Greatest Professional Firms Charley Ellis' Articles The Loser's Game In Defense of Active Investing Burton G. Malkiel's Book | A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy Neil deGrasse Tyson's Book | Astrophysics for People in a Hurry     Thanks for Listening!   Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu.   Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

Bloomberg Radio host Barry Ritholtz speaks with investing legend Charlie Ellis, who is the founder and former managing partner of Greenwich Associates. In addition to advising institutional investors, foundations and government organizations in more than 130 markets, Ellis has taught courses at Yale and Harvard and has written several books, including “Winning the Loser's Game: Timeless Strategies for Successful Investing,” which is now in its eighth edition. See omnystudio.com/listener for privacy information.

Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them.  Over 50 years, Charley has worked hand in hand with nearly every major financial institution in the world and has published sixteen books on investing, including his most recent “The Index Revolution: Why Investors Should Join It Now.” Charley is not just another preacher for index fund investing. He extols the virtues of indexing after having looked both broadly and deeply under the covers of some of the most successful active managers in the world. Our conversation begins with a glimpse at what equity research and the structure of the markets looked like in the 1960s and the monumentally different way research is conducted and markets function today. Charley describes elegantly why indexing is a winner's game for many, and then walks through very special and rare qualities of three of the most successful active managers over the last few decades – Vanguard, Capital Group, and Yale University. Charley is a brilliant communicator and masterful storyteller. I hope you enjoy the show as much as I enjoyed the conversation.  Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment Policy, and most recent work, The Index Revolution, discuss the case for indexing for most investors. Yet one of Charley's most longstanding and passionate engagements proved the exception to the rule – his decade and a half of service on Yale University's Investment Committee, including nine years as Chair. Charley and I first met about twenty-five years ago in that capacity, and he's occupied a front row seat to Yale's success ever since.   With the recent passing of David Swensen, we decided to sit down and reminisce about David in a conversational tribute to the investor, man, and leader we both so greatly admired. We discuss Yale's Investment Committee, roster of managers, investment team, and the unique aspects that made David great. We also touch on Charley's latest book, the 8th edition of his seminal classic.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books, longtime member of Yale's Investment Committee, and regular guest on the show. At the tender age of 85, Charley has published two books this year: Figuring It Out, an annotated compilation of some of his best investment writing over fifty years, and Inside Vanguard, a history of the index juggernaut. We sat down to discuss both of his latest works. Our conversation covers common characteristics of the best professional services firms and selections from Figuring It Out and Inside Vanguard. From Figuring It Out, we discuss the challenges of professional investment management, investment committees, and analogies to investing from tennis, baseball, golf, and running. From Inside Vanguard, we cover the rocky early days of Bogle's folly, the firm's on again/off again relationship with Wellington, its growth under Jack Brennan, compensation model, recent initiatives, and future prospects. Access Stream by AlphaSense Free Trial Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Part 1 of 2 The ancient Greek philosopher Heraclitus said, “There is nothing permanent except change.” Charles Darwin certainly observed that in his trailblazing work on evolution more than 2000 years later. In a quote widely attributed to him, he is alleged to have commented, “It is not the strongest of the species that survive, nor the most intelligent, but the one most adaptive to change.” As the markets fluctuate around us, how much should investors change? This week's guest has his own historical perspective on that question because he has lived through a momentous evolution in the markets. He is Charles Ellis, whose storied career started on Wall Street in 1963 after graduating from the Harvard Business School. He was a skeptical analyst during the go-go years of the 60s and founded Greenwich Associates, the top Wall Street consulting firm to major investment firms, institutions, and governments. He was an influential board member of Yale's endowment advising its legendary head, David Swensen. He's taught advanced investment courses at both Yale and Harvard. And he has authored 20 investment books, including the classic, Winning the Loser's Game, now in its 8th edition, and the recently published Figuring It Out: Sixty Years of Answering Investors' Most Important Questions, which we will discuss in this week's exclusive TV interview. In the first of a two-part interview, Ellis will discuss the most significant changes that have occurred in the markets and what they mean for investors. WEALTHTRACK #1920 broadcast on November 11, 2022 More info: https://wealthtrack.com/sixty-years-of-investment-wisdom-from-financial-legend-charles-ellis/ Bookshelf: Winning the Loser's Game: Timeless Strategies for Successful Investing https://amzn.to/3AbA9Nt Figuring It Out: Sixty Years of Answering Investors' Most Important Questions https://amzn.to/3UsNnxC --- Support this podcast: https://anchor.fm/wealthtrack/support

Deborah Fuhr, Founder & Managing Partner, ETFGI joins us for a fireside chat about the work she is doing to further the evolution of the ETF industry. To begin, Ms. Fuhr sheds some light on the arc of her career. It's an 'aha moment' and it is her work history and background that provides an enlightening answer to the question "Who is Deborah Fuhr?"From her early days at Greenwich Associates to her rapid ascent to the high echelons of Wall Street and The City in London, we get to understand from her why she was ultimately motivated to launch ETFGI, and her mission. She also launched Women in ETFs to bring together people in the ETF industry across the globe to champion our goals of actively choosing equality, diversity, and inclusion. Deborah Fuhr has a had a front row seat in the investment, and ETF business, since it's beginnings, in executive roles, leading teams at Morgan Stanley and Blackrock/Barclays Global Investors, specifically in the earliest days of the first prominent ETF companies.Fast forward to present, and ETFGI provides global ETF market research and consulting across all markets to a repertoire of the most prominent ETF companies, pensions and financial institutions.We get to talking about the interesting trends that are shaping the way the world invests, the way we invest, and the attitudes that are shaping this long-term trend. Deborah Fuhr also sheds light on some of the ways in which ETF formations have been evolving away from once having been wrappers for passive index investing, into being an innovative wrapper for just about every kind of investment vehicle.Finally we discuss WE, or Women in ETFs, its mission, and its success in championing the opportunities and benefits of equality, diversity, and inclusion in the ETF industry. Where to find Deborah Fuhr:Deborah Fuhr on LinkedinETFGIWomen in ETFs

Lori Crosley has held senior level product marketing and strategy positions at Morningstar Investment Management, Wells Fargo and Calamos Investments, where she was responsible for planning, designing and executing global market strategy and institutional investment communications. As a Principal at Greenwich Associates, a leading global, strategy consulting firm that specializes in financial services, Ms. Crosley worked directly with the firms' investment management clients in the US, Canada, UK and Continental Europe, to analyze primary and custom research and recommend strategic, as well as tactical, initiatives affecting both product and service delivery. Ms. Crosley also served as an investment consultant to institutional investors at Ennis Knupp, CSFB and DLJ. Ms. Crosley earned an MBA in Finance and Marketing and a BS in Economics from Northwestern University in Evanston, IL.***************************************************************************If you'd like to talk to Terry McDougall about coaching or being a guest on Marketing Mambo, here's how you can reach her:https://www.terrybmcdougall.comhttps://www.linkedin.com/in/terrybmcdougallTerry@Terrybmcdougall.comHer book Winning the Game of Work: Career Happiness and Success on Your Own Terms is available at Amazon. 

Dr. Charles D. Ellis is the founder and former managing partner of Greenwich Associates, an international consultancy where he advised large institutional investors, foundations, and government organizations in more than 130 financial markets across the globe. He taught investment management courses at the Yale School of Management and at Harvard Business School. He sat on the Board of Directors of The Vanguard Group. In addition, Charley was a successor trustee of Yale University, where he chaired the university's investment committee with David Swensen. He is the author of a number of books including Winning the Loser's Game, which has recently come out in its 8th edition. In the podcast, we talk about: Why it has become harder for investors to outperform the market The rise of highly professional investors The difficulty of finding good investment managers The poor returns of investment managers The importance of time in assessing performance Market timing versus factor investing The impact of monetary policy on markets The problem with bond investing Outlook for equity returns Understanding your total portfolio Think over long time horizons and importance of character Benefit from intelligence of others through index investing Books/articles that influenced Charley: Warren Buffet's annual letters, The Theory of Investment Value (John Burr Williams), Common Stocks and Uncommon Profits and Other Writings (Philip Fisher), Security Analysis (Graham and Dodd), Inside the Yield Book (Martin Leibowitz), Pioneering Portfolio Management (David Swensen)

Charley Ellis is the founder of Greenwich Associates, author of sixteen investment books, and now a three-time guest on the show. The bookends of his published library - his seminal book, Investment Policy, and most recent work, The Index Revolution, discuss the case for indexing for most investors. Yet one of Charley’s most longstanding and passionate engagements proved the exception to the rule – his decade and a half of service on Yale University’s Investment Committee, including nine years as Chair. Charley and I first met about twenty-five years ago in that capacity, and he’s occupied a front row seat to Yale’s success ever since.   With the recent passing of David Swensen, we decided to sit down and reminisce about David in a conversational tribute to the investor, man, and leader we both so greatly admired. We discuss Yale’s Investment Committee, roster of managers, investment team, and the unique aspects that made David great. We also touch on Charley’s latest book, the 8th edition of his seminal classic.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 

Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them.  Over 50 years, Charley has worked hand in hand with nearly every major financial institution in the world and has published sixteen books on investing, including his most recent “The Index Revolution: Why Investors Should Join It Now.” Charley is not just another preacher for index fund investing. He extols the virtues of indexing after having looked both broadly and deeply under the covers of some of the most successful active managers in the world. Our conversation begins with a glimpse at what equity research and the structure of the markets looked like in the 1960s and the monumentally different way research is conducted and markets function today. Charley describes elegantly why indexing is a winner’s game for many, and then walks through very special and rare qualities of three of the most successful active managers over the last few decades – Vanguard, Capital Group, and Yale University. Charley is a brilliant communicator and masterful storyteller. I hope you enjoy the show as much as I enjoyed the conversation.  Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 

Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide.  He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Investors Should Join It Now, presents a compelling case for indexing for most investors.. Charley was an early guest on the show and we reconvened to talk through the full case of indexing for individuals and some of its constraints for institutions.  Our conversation covers the case for indexing, smart beta, the retirement problem, investing in alternatives, private equity, and indexing challenges in emerging markets. After we turned off the recording, Charley proffered that we offer a prize for anyone who can find valid fault with the case against active management for most investors. Any takers can drop me an email, and I’ll be happy to put them toe-to-toe with Charley to debate the issue. Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 

Elizabeth MacBride is an award-winning journalist and an entrepreneur with deep expertise in finance, technology and international business. She has talked her way into Gaza for a story, reported on business in refugee camps and written stories about entrepreneurs everywhere from Northern Idaho to Helena, Arkansas, to Cambodia. She is the co-author of The New Builders and founder of Times of Entrepreneurship, a weekly web publication covering entrepreneurs beyond Silicon Valley, launched in Feb. 2020, with support from the Kauffman Foundation and the Walton Family Foundation. Elizabeth has written or edited for Quartz, Forbes Magazine, Atlantic.com, Stanford GSB, CNBC, HBR.com, BBC Capital, Advertising Age, Newsweek and many others. Her stories have been viewed by millions of people worldwide and translated into languages including Arabic, Turkish and Armenian. Her recent work includes a viral story: “Why Venture Capital Doesn’t Build What We Really Need,” for MIT Tech Review; an award-winning feature on the lack of diversity among investment advisors for Investment News, the most efficient form of aid for Syrian refugees for Quartz, and a feature for CNBC on one of the few successful economic development projects in Bethlehem, led by Greek businessman, Samer Khoury.Elizabeth's work for corporate and startup clients includes thought leadership with Andy Rachleff, co-founder of Benchmark Capital and Wealthfront, as well as a number of internationally known Stanford professors in management and finance, including Huggy Rao and Benham Tabrizi. She edited two books on investing for Charley Ellis, founder of Greenwich Associates, and the author of the classic Winning the Loser's Game.

Creating diverse and inclusive workplaces starts from the top down. Company leaders must acknowledge and recognize where they may have fallen short in the past, and address those issues in order to make real and lasting change.In this episode, Christine Shaw speaks with Berta Aldrich, managing director of Private Advisor Group, and author of “Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace.” Berta shares her findings from her book about how diverse, inclusive and equal workplaces are built, expanding upon her own personal experience. In this episode, you will learn: The trajectory of Berta’s career and how she landed her role at Private Advisor GroupWhy, as women, it’s equally as important to speak about the setbacks in your resume as the opportunitiesHow Berta’s daughter is the reason that she wrote her book — and the staggering findings that came from her researchHow companies can address toxic behaviors and make changes to promote and ensure an inclusive and diverse workplaceAnd more!Tune in to learn how to break down barriers that inhibit hiring, developing and retaining diverse, gender-balanced high performing teams with Private Advisor Group’s Berta Aldrich!Resources: InvestmentNews | Christine Shaw | Private Advisor Group | Berta Aldrich | Winning the Talent Shift: Three Steps to Unleashing the New High Performance WorkplaceGuest bio: Berta joined Private Advisor Group in 2019 after holding executive-level marketing and leadership roles at Principal, Vanguard, and FS Investments. She is a highly decorated leader, author and speaker who has led high-performing teams and organizations to industry leadership.A pioneer in talent design, development and industry leading performance, her programs andproducts have been lauded by the Wall Street Journal, Conference Executive Board, BostonResearch Group, Greenwich Associates and Graphis, The International Journal of VisualCommunications, where her team was awarded the global gold medal for advertising excellence.As an active member of the financial services community, Berta has also earned several industry accolades. She received the 2020 Ivy College of Business Women in Inspiration Award for making a significant impact in her career while inspiring other women in business to grow into leaders; was the first recipient of the FCS Jamie E. Depeau Leadership Award for her ability to inspire and help others to think big, break down barriers and perform at their highest potential; named one of Gramercy Institute’s 20 Rising Stars in Financial Marketing; and was Principal’s representative and feature story in Working Mother Magazine’s Top 100 Employers for her ability to ascend through the organization while successfully raising two children with her husband.Berta is married and resides outside of Philadelphia. She enjoys investing her free time mentoring both women and men in a variety of industries, spending time with family and supporting non-profits. In addition to serving as the current President of the FCS Philadelphia Region Chapter, she also served as Co-Chair of the Scholarship Drive at LEADERSHIP Philadelphia and held executive board positions at the Philadelphia Chapter of Go Red for Women, Camphill Special School, Mutual Fund Education Association, and Downingtown Cheer Association. Today, Berta is putting the finishing touches on her first book, scheduled to be published in Fall 2020, which illuminates today’s impediments to corporate high performance while showing boards, executives and teams the path forward.

Creating diverse and inclusive workplaces starts from the top down. Company leaders must acknowledge and recognize where they may have fallen short in the past, and address those issues in order to make real and lasting change.In this episode, Christine Shaw speaks with Berta Aldrich, managing director of Private Advisor Group, and author of “Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace.” Berta shares her findings from her book about how diverse, inclusive and equal workplaces are built, expanding upon her own personal experience. In this episode, you will learn: The trajectory of Berta’s career and how she landed her role at Private Advisor GroupWhy, as women, it’s equally as important to speak about the setbacks in your resume as the opportunitiesHow Berta’s daughter is the reason that she wrote her book — and the staggering findings that came from her researchHow companies can address toxic behaviors and make changes to promote and ensure an inclusive and diverse workplaceAnd more!Tune in to learn how to break down barriers that inhibit hiring, developing and retaining diverse, gender-balanced high performing teams with Private Advisor Group’s Berta Aldrich!Resources: InvestmentNews | Christine Shaw | Private Advisor Group | Berta Aldrich | Winning the Talent Shift: Three Steps to Unleashing the New High Performance WorkplaceGuest bio: Berta joined Private Advisor Group in 2019 after holding executive-level marketing and leadership roles at Principal, Vanguard, and FS Investments. She is a highly decorated leader, author and speaker who has led high-performing teams and organizations to industry leadership.A pioneer in talent design, development and industry leading performance, her programs andproducts have been lauded by the Wall Street Journal, Conference Executive Board, BostonResearch Group, Greenwich Associates and Graphis, The International Journal of VisualCommunications, where her team was awarded the global gold medal for advertising excellence.As an active member of the financial services community, Berta has also earned several industry accolades. She received the 2020 Ivy College of Business Women in Inspiration Award for making a significant impact in her career while inspiring other women in business to grow into leaders; was the first recipient of the FCS Jamie E. Depeau Leadership Award for her ability to inspire and help others to think big, break down barriers and perform at their highest potential; named one of Gramercy Institute’s 20 Rising Stars in Financial Marketing; and was Principal’s representative and feature story in Working Mother Magazine’s Top 100 Employers for her ability to ascend through the organization while successfully raising two children with her husband.Berta is married and resides outside of Philadelphia. She enjoys investing her free time mentoring both women and men in a variety of industries, spending time with family and supporting non-profits. In addition to serving as the current President of the FCS Philadelphia Region Chapter, she also served as Co-Chair of the Scholarship Drive at LEADERSHIP Philadelphia and held executive board positions at the Philadelphia Chapter of Go Red for Women, Camphill Special School, Mutual Fund Education Association, and Downingtown Cheer Association. Today, Berta is putting the finishing touches on her first book, scheduled to be published in Fall 2020, which illuminates today’s impediments to corporate high performance while showing boards, executives and teams the path forward.

All links and images for this episode can be found on CISO Series https://cisoseries.com/would-you-look-at-that-unrealistic-licensing-deal/  CISOs know that salespeople want to make the best licensing deal they can possibly get. But unpredictability in the world of cybersecurity makes one-year licensing deals tough, and three-year licensing deals impossible. This episode is hosted by David Spark (@dspark), producer of CISO Series and Mike Johnson. Our guest this week is Mark Eggleston, (@meggleston) CISO, Health Partners Plans. This recording was recorded live in front of a virtual audience at the "SecTalks - Leading with grit in security" virtual conference brought to you by our sponsor, Cobalt. Thanks to our podcast sponsor, Cobalt Cobalt offers a faster more effective pentesting solution through its Pentest as a Service (PtaaS) platform. With it, you can schedule a pentest in as little as 24 hours for all kinds of assets. The platform also connects you with a global pool of pentesters called the Cobalt Core, whose skills can match what you need. And instead of sending you a huge PDF that raises more questions you can’t answer, they engage with your team throughout the pentest. Findings can land straight into Jira and GitHub, helping you fix vulnerabilities as soon as they’re discovered. Cobalt makes pentesting easy, quick to deploy, scalable, and simple to remediate. On this week's episode Why is everybody talking about this now? A redditor is struggling and overwhelmed! The person is in school studying, working, and loving cybersecurity, but has completely and utterly failed the foundations course and is on academic probation. The person told their story to the cybersecurity subreddit community, and the support came out in droves. We've seen this before. People hit a major wall professionally and they just reach out to the anonymous masses for support. The story hits a nerve and the community is eager to show encouragement. In fact, just this past week, the New York Times had an article about the unemployment subreddit offering advice and information to those struggling. We'll take a look at this tactic of reaching out for support and guidance through discussion boards. What do you think of this vendor marketing tactic? "Pro tip to vendors: don’t claim that you can’t do a one-year licensing deal. You might end up with a zero-year license deal", said Ian Amit, CSO, Cimpress on LinkedIn. We'll look at the art of negotiating a contract with a vendor: What is it ultimately you want? What are you willing to concede on and what must you have? And what are the situations that cause this to change? It's time to play, "What's Worse?!" Jason Dance of Greenwich Associates suggests two scenarios that others believe is security, but actually isn't. If you haven’t made this mistake, you’re not in security On Twitter, the CISO of Twitter, Rinki Sethi, said, "A career mistake I made, I rolled out a phishing testing program before the company was ready for it. The HR team said it was against the company culture and if I tried a trick like that again, I would be fired. Lesson - communication is important in #cybersecurity." Rinki asked for others' stories of failure. Let's explore a few. What Is It and Why Do I Care? For this week's game, the topic is vulnerability management. We look at four pitches from four different vendors. Contestants must first answer what "vulnerability management" is in 25 words or less, and secondly must explain what's unique about their vulnerability management solution. These are based on actual pitches - company names and individual identities are hidden. The winners will be revealed at the end.  

All links and images for this episode can be found on CISO Series https://cisoseries.com/this-is-the-year-im-going-to-lose-weight-and-care-about-security/ Every year I say I'm going to do it. I'm going to get healthy and be much better about securing my digital identity and my data. But then after about two weeks I give up, use the same password across multiple accounts, and eat a pint of Häagen-Dazs. This episode is hosted by me, David Spark (@dspark), producer of CISO Series and guest co-host Dan Walsh, CISO, VillageMD. Our sponsored guest this week is Drew Rose, (@livsecaware)CSO, Living Security Thanks to our podcast sponsor, Living Security Traditional approaches to security communication are limited to one-off training sessions that fail to take customers, regulators, and other external stakeholders into account and rarely affect long-term behavioral change. This report lays out a four-step plan that CISOs should follow to manage the human risk. It provides design principles for creating transformational security awareness initiatives which will win the hearts and minds of senior executives, employees, the technology organization, and customers. On this week's episode What would you advise? Over on the AskNetSec subreddit, a pentester wants out. The redditor is looking for exit opportunities into another job in cybersecurity. Other redditors suggested IT audit, SOC operations, incident response, forensics. What would be an ideal next step for a pentester? We don’t have much time. What’s your decision? What happens when a previous employer of yours gets hacked and your information is potentially stolen. This happened to a redditor who asked this question on the cybersecurity subreddit. If nothing has actually happened, what can they do and what can potentially happen? Is a warning of "I may be compromised" to anyone going to do anything? "What's Worse?!" Jason Dance of Greenwich Associates delivers a really annoying "What's Worse?!" scenario. Please, Enough. No, More. The topic is "Security Awareness Training". David prefaces this with a top finding from a Forrester report that said, "Unless You Capture Hearts And Minds, No Amount Of Training Will Work". So with that said, what have people heard enough about with regard to security awareness training and what would they like to hear a lot more? Pay attention. It’s security awareness training time What if security behavior was rated as a performance score, suggested Ashish Paliwal of SONY. In his LinkedIn article, he agreed you can't train yourself to better security. It requires positive reinforcement. He suggested psychometric tests and a scoring system where you would gain points for good security behavior and lose points for bad security behavior (-10 for clicking on a phish, +10 for reporting). Creative ideas that he acknowledges have lots of challenges. The focus here is changing human behavior, possible the hardest feature to implement. What user experience does change behavior? And why would or why wouldn't Ashish's suggestions work?

Stock markets have seen unprecedented levels of trading in recent days, fueled by retail trading activity tied to Wall Street Bets. Robinhood — which became the key figure in this drama as the venue through which much of the publicly visible trading occurred — has been a focal point of this market backdrop after buckling under the pressure of heightened activity and temporarily limiting purchases of certain stocks, like GameStop and AMC.  In response, Robinhood came forward and tied its response to the underlying settlement infrastructure. Robinhood said in a blog post that the limits on trading were connected to soaring clearinghouse deposit requirements. The firm later said that a move to real-time trade settlement would remedy f the issues that faced not only Robinhood but other brokers. Here's from the blog: "The clearinghouse deposit requirements are designed to mitigate risk, but last week’s wild market activity showed that these requirements, coupled with an unnecessarily long settlement cycle, can have unintended consequences that introduce new risks." Shane Swanson of Greenwich Associates — a market structure wonk and former director at Citadel Securities — breaks down exactly what happened to the markets last week and why things stopped trading on a new episode of The Scoop podcast. Here's Swanson: "I like to use examples because I am a simple guy and examples seem to help. If I am a broker and I have $10,000 worth of capital and these aren't the accurate numbers, but say that allows me to trade $100,000 worth in the market because I have some leverage capabilities. And I am going to let somebody trade with me and I am to give them margin which means I'm going to lend them money and they're going to trade, and I am exposed to that lending risk. And they trade all the way up and they use all my $100,000 that I am allowed to expose myself to, once I hit that $100,000 I can't trade anymore. I can't expose myself to any more risk. I have used up the bucket of capital of which I am allowed to trade now." As for what happens next, Swanson told The Scoop that "it's always hard to go backwards on cost," referring to the ramifications of moving from T+2 to a more instant settlement process. "It all depends. If the costs are egregious enough that the industry has to absorb commissions could come back. Movement from T-plus 2 to T-plus 1 settlement would be over a long enough time horizon I believe that would not be something that ends up impacting the retail investors in terms of cost," Swanson explained.

A survey was recently published on “Banking After COVID-19” https://www.greenwich.com/commercial-banking/banking-after-covid-19 and the findings are compelling. Greenwich Associates survey co-author Ron Balmer joins us on this podcast to talk about the adaptations required for operational risk and organizational agility as well as how the human factor does and will remain a key asset to any financial institution.

How have banks' responses to the pandemic affected the loyalty of their commercial customers? Chris McDonnell shares some eye-opening findings from Greenwich Associates' research. 

Ray Ross and Joe Wald, Co-Heads of Market Structure at BMO Capital Markets, discuss current developments in U.S. equity market structure with GlobalTrading Editor Terry Flanagan.Included in the conversation was an update on SEC Rule 606(b)(3), about which Greenwich Associates recently published a report.  

Our guest on the podcast is investment consultant and author Charley Ellis. In 1972, Ellis founded Greenwich Associates, an investment consultant to institutional investors, government organizations, and wealthy families. His seminal book about the benefits of passive investing, Winning the Loser's Game, is in its seventh edition. Ellis has also authored or coauthored books about investment policy and strategy, the retirement system in the United States, and large investment firms, including Goldman Sachs and Capital Group. He has taught investment management courses at the Yale School of Management and Harvard Business School and was the successor trustee of Yale University, where he chaired the university's investment committee with David Swensen. He also served on the board of directors at The Vanguard Group. Ellis was awarded the Graham & Dodd Award of Excellence from the Financial Analysts Journal and is one of only 12 people recognized by the CFA Institute for lifetime contributions to the investment profession. He received his undergraduate degree from Yale College, his Master of Business Administration from Harvard Business School, and his doctorate in financial economics at New York University.BackgroundCharley Ellis bioCharley Ellis books "The Loser's Game," by Charles D. Ellis, Financial Analysts Journal, July/August 1975. "Words From the Wise: Charley Ellis on Challenges Facing Investors," by Antti Ilmanen and Rodney N. Sullivan, AQR Insights, June 5, 2015. Passive vs. Active Management"How to Decide Where to Hire Active Managers," by Alex Bryan, Morningstar.com, April 8, 2020.Regulation Fair Disclosure (Reg FD) Jim Simons bio "Index Funds Aren't Too Big, but Asset Managers Might Be," by John Rekenthaler, Morningstar.com, Jan. 17, 2020. "The Secret History of Index Mutual Funds," by Stephen Mihm, InvestmentNews, Sept. 6, 2016. ESG Investing"David Blood and Al Gore Want to Reach the Next Generation," by Imogen Rose-Smith, Institutional Investor, Sept. 8, 2015. "The ESG Fund Universe Is Rapidly Expanding," by Jon Hale, Morningstar.com, March 19, 2020. Private Equity"Vanguard Moves into Private Equity with HarbourVest Partnership," by Chris Flood, Robin Wigglesworth, and Richard Henderson, Financial Times, Feb. 5, 2020. "The Cons (and Pros) of Vanguard's Decision to Offer Private Equity," by John Rekenthaler, Morningstar.com, Feb. 25, 2020. "Fran Kinniry: Applying the Vanguard Approach to Private Equity," by Christine Benz and Jeffrey Ptak, Morningstar's The Long View podcast, April 1, 2020. "SEC Looking to Open Private Markets to a Wider Audience,” by Hazel Bradford, Pensions & Investments, Oct. 28, 2019. David Swensen/Yale EndowmentDavid Swensen bio David Swensen books Yale University Endowment Yale's Strategy 

How is money on market data really spent? How have market data costs actually increased? What do different data feeds offer and what actually causes market latency? Dan Connell and Shane Swanson from Greenwich Associates’ Market Structure and Technology Division join Nasdaq Chief Economist Phil Mackintosh to delve into their findings around market data.

Best ex is in the eye of the beholder...or is it? We're breaking down Greenwich Associates' new study on how the buyside thinks about best execution, joined by Richard Johnson and our own Chief Strategy Officer Eric Stockland.

We’re proud to bring you a recent conversation between Kevin McPartland of Greenwich Associates and our own Ben Jackson, President of Intercontinental Exchange. Their talk was part of Greenwich Associates’ “Behind the Market Structure” series in which they cover a range of issues in the trading space, including the launch of ICE’s new ETF Hub, which will bring more efficiency and standardization to the ETF primary market, as well as where ICE sees the mortgage space heading following ICE’s acquisitions of MERS and Simplifile.                                                       Inside the ICE House: https://www.theice.com/insights/conversations/inside-the-ice-house

Greenwich Associates report.... Security Tokens: Cryptonite for Stock Certificates (https://www.greenwich.com/market-structure-technology/security-tokens-cryptonite-stock-certificates) Guest: Richard Johnson - LinkedIn (https://www.linkedin.com/in/johnsonricharde/) - Twitter (https://twitter.com/_richjohnson) Catherine Rutter - LinkedIn (https://www.linkedin.com/in/catherinemrutter/) - Twitter (https://twitter.com/breadandrutter) Music by bensound.com Shownotes: Richard's company profile (https://www.greenwich.com/member/richard-johnson) with his recent publications and webinars! Antony Lewis recent blog post, The state of security token regulations in Asia (https://www.r3.com/blog/the-state-of-security-token-regulations-in-asia/) R3's Sibos exposure this year! (https://www.r3.com/events/sibos/) CordaCon registration (https://www.cordacon.com/events/cordacon-london-2019/event-summary-48e259ee8ab5479ba457a3deed777252.aspx?5S,M3,48e259ee-8ab5-479b-a457-a3deed777252=)

Exchange Traded Funds, an investment vehicle born out of the market volatility of 1987 & now representing up to 40% of trading, just faced their first big test since becoming a major player in investment strategies. Brendan McCarthy joins Inside the ICE House to explore how institutional investors reacted to 2018, based on the findings of Greenwich Associates’ 2019 U.S. Exchange Traded Funds Study, sponsored by BlackRock.   For the report: https://www.ishares.com/us/investment-professionals/greenwich-survey

Options and the Institutional Investor Richard Johnson, from Greenwich Associates, presents findings from their Institutional Participant research study, followed by a conversation with industry panelists.

Options and the Institutional Investor Richard Johnson, from Greenwich Associates, presents findings from their Institutional Participant research study, followed by a conversation with industry panelists.

Investment luminary Charley Ellis is the founder of Greenwich Associates, author of 16 books, and one of the most sought-after industry advisors worldwide.  He also believes deeply in the paradox of skill and his latest book, The Index Revolution: Why Investors Should Join It Now, presents a compelling case for indexing for most investors.. Charley was an early guest on the show and we reconvened to talk through the full case of indexing for individuals and some of its constraints for institutions.  Our conversation covers the case for indexing, smart beta, the retirement problem, investing in alternatives, private equity, and indexing challenges in emerging markets. After we turned off the recording, Charley proffered that we offer a prize for anyone who can find valid fault with the case against active management for most investors. Any takers can drop me an email, and I’ll be happy to put them toe-to-toe with Charley to debate the issue. Discuss the show and Read the transcript   Join Ted's mailing list at CapitalAllocatorsPodcast.com   Write a review on iTunes   Follow Ted on twitter at @tseides   For more episodes go to CapitalAllocatorsPodcast.com/Podcast

CentSai, an online financial wellness community, and RIKAI Labs, China's leading chatbot platform announced a partnership aimed at improving financial literacy in China. Under the terms of the partnership, RIKAI Labs will use CentSai's engaging educational content to enhance its award-winning financial literacy chatbot, called “FinBot.” CentSai's content is expected to launch in China in the fourth quarter of 2017. According to a 2015 Standard & Poor's report, 72 percent of Chinese adults lack basic financial knowledge. To address this, RIKAI Labs developed “FinBot,” a chatbot friend powered by artificial intelligence (AI). FinBot teaches basic financial concepts through friendly conversations with users incorporating multimedia and social elements to increase engagement. This creates a dialogue providing social, actionable and customized financial information to individuals. Users access FinBot through  WeChat, China's largest messaging app with 963 million users.* On today's show we talked with Co-Founder and CEO of CentSai, Arindam Nag.  Arindam started his career as a sports writer in his teens in Kolkata where he grew up. Once out of college (St Xavier's College), with a business degree, he joined The Economic Times in India, spending three years as an editor and a reporter. He joined Reuters news agency in Bombay in 1994 and the next 12 years he moved to New Delhi, London and then New York where he wrote on a variety of business and finance areas. In 2006 he joined the Dow Jones group in London, writing the Heard On the Street column for the Wall Street Journal and Dow Jones Newswires. He subsequently moved to New York as a deputy managing editor, launching new products for investment bankers and consultants. After a brief stint of over year as head of content at consulting firm Greenwich Associates, Arindam started plotting his entrepreneurship track, researching on how finance and economics could be simplified for the common man. Months later, CentSai was born. Arindam holds an MBA from New York University's Stern School of Business, post-grad degrees in Applied Economics and Journalism, and is also a Chartered Alternative Investment Analyst. To learn more about Arindam visit: www.Centsai.com  To learn more about Houston Money Week visit: www.Houstonmoneyweek.org     http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/ Financial Advisor Magazine Articles: http://www.fa-mag.com/news/advisors-stay-the-course-amid-monday-s-market-drop-22864.html?section=3  http://www.fa-mag.com/news/on-it-s-80th-anniversaryadvisors-consider-social-security-s-impactfuture-22784.html?section=3 You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com #KPFTHOUSTON #HoustonMoneyWK #CentSai

Charley Ellis is one of the most highly regarded experts in the investment business.  After spending nearly a decade as an equity research analyst in the 1960s, Charley founded financial services consulting firm Greenwich Associates in 1972 to help institutions understand what their clients think of them.  Over 50 years, Charley has worked hand in hand with nearly every major financial institution in the world and has published sixteen books on investing, including his most recent “The Index Revolution: Why Investors Should Join It Now.” Charley is not just another preacher for index fund investing. He extols the virtues of indexing after having looked both broadly and deeply under the covers of some of the most successful active managers in the world. Our conversation begins with a glimpse at what equity research and the structure of the markets looked like in the 1960s and the monumentally different way research is conducted and markets function today. Charley describes elegantly why indexing is a winner’s game for many, and then walks through very special and rare qualities of three of the most successful active managers over the last few decades – Vanguard, Capital Group, and Yale University. Charley is a brilliant communicator and masterful storyteller. I hope you enjoy the show as much as I enjoyed the conversation.    For more episodes, go to capitalallocatorspodcast.com/podcast Follow Ted on twitter at @tseides

Bloomberg View columnist Barry Ritholtz interviews Charles D. Ellis, who founded the international strategy consulting firm Greenwich Associates in 1972. He now serves as an investing consultant to large institutional investors, government organizations and wealthy families. His latest book is “The Index Revolution.” This commentary aired on Bloomberg Radio.

Jan. 20 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Charles D. Ellis, who founded the international strategy consulting firm Greenwich Associates in 1972. He now serves as an investing consultant to large institutional investors, government organizations and wealthy families. His latest book is “The Index Revolution.” This commentary aired on Bloomberg Radio.

Dan and Anthony chat with Richard Johnson, vice president of market structure and technology at Greenwich Associates, about his recent report “Blockchain Adoption in Capital Markets” (2:30). Dan and Anthony also discuss the “Game of Thrones” season finale and where the series ranks among their all-time favorites (15:00).

Our world is rapidly connecting people, process, data, and things in ways that were unimaginable just a few years ago. The Internet of Everything (IoE) is at the heart of this transformation.   As more dark assets are “lit up,” organizations will receive an influx of valuable data that can lead to insights, knowledge, and opportunities. However, much of the data generated will be just beyond reach, frequently referred to as “dark data.”   While some leaders may realize the importance of managing dark data, there is a unique opportunity to capture and use that data to improve business outcomes, and ultimately transform today’s companies into digital organizations.   In this podcast, Cisco's Joseph M. Bradley and Isaac Sacolick, Global CIO and Managing Director at Greenwich Associates discuss how organizations can bring  dark data into the light, to enable a more holistic view of content, maximize the value of information, and bring business intelligence to a new dimension by developing contextual awareness.   Be sure to join the conversation, #FutureOfIT.  

Greenwich Associates and ACI Worldwide provide insight into both the views of executives regarding their online banking and cash management practices and the latest market trends.  Business executives rely on banking providers to supply a continuous flow of information to inform the organization of its true cash position. In particular, client expectations for information delivered to mobile devices have continued to increase over the past 12 months, particularly among small businesses.  Marc Harrison, Principal Consultant with Greenwich Associates, discusses the firm's recent findings on the mindset of executives in mid-sized and small businesses with a focus on the role of online-banking in building and maintaining strong treasury/cash management relationships. Matt Ellis, SVP Channel Solutions with ACI Worldwide then presents the benefits of ACI Universal Online Banker and how it helps banks to keep pace in this fast moving market.    ACI Worldwide software powers electronic transactions for financial institutions, processors and retailers around the world - all the time, without fail. Online Banking product page

CFO’s Russ Banham talks with Duncan Banfield of Greenwich Associates to discuss the distancing relationship between banks and SMBs. Hear his advice for tightening your relationship with your bank and find out where he thinks the SMB-banking relationship is headed in the future.