Podcasts about institutional sales

This episode of HSBC's Perspectives series features Jean Hynes, CEO and Managing Partner, Wellington Management – one of the world's largest privately held asset managers. In-conversation with Richard Bibbey, Global Head of Institutional Sales, HSBC, Jean shares her views on the future of active asset management as well as pivotal moments from her inspiring career journey.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Attorney Fred Rispoli, founder of HODL Law, joined me to discuss what happens next after the SEC dropped the appeal in the Ripple XRP case.Topics:- Why the SEC dropped the appeal - Will Ripple Cross Appeal? - Will the $125 Million fee be thrown out or reduced? - Ripple & SEC deal for institutional sales moving forward - With the appeal dropped will XRP ETFs be approved ShowSponsor -

¿Cómo afectará la guerra comercial al a hoja de ruta de la Fed?. En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados financieros con Belén Ríos, Head of Sales Iberia de J. Safra Sarasin; Susana García, directora de Ventas para Latam e Iberia en Jupiter AM, Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia y con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam y Pablo García, director de DIVACONS - Alphavalue nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Pendiente del dato de IPC de Estados Unidos, lanzamos la pregunta: ¿Entrará Estados Unidos en recesión? Lo analizamos con Belén Ríos, Head of Sales Iberia de J. Safra Sarasin, Susana García, directora de Ventas para Latam e Iberia en Jupiter AM, Patricia Molpeceres, Sales Director de AllianceBernstein para Iberia y Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam. En nuestra Tertulia de Mercados, hoy estamos pendientes también de la reunión de ministros de economía en Europa, negociaciones sobre la guerra de Ucrania en Arabia Saudí y el alto al fuego en Gaza, donde Hamas pide negociar la segunda fase del alto el fuego en Gaza. Además, el miércoles tendremos resultados de Inditex y ponemos el foco en el sector del automóvil, con compañías en el radar como Volkswagen, BMW, Daimler o Porsche.

Welcome back to the Alt Goes Mainstream podcast.Today's episode features an industry titan who has been on the forefront of the intersection of alts and wealth.We talk with Stephanie Drescher, Partner, Chief Client and Product Development Officer at Apollo and a member of the firm's Leadership Team. She oversees the Client and Product Solutions Group (CPS), which includes Apollo's Global Wealth Management Solutions, Institutional Sales, and Global Product teams. She is also involved with Apollo's strategic investments in private markets, as a Board Observer at iCapital and a Board Member at Vega.Stephanie is responsible for leading Apollo's global wealth buildout, which is one of the firm's strategic priorities. They've invested heavily in educational resources and have built out a specialized team to work with the wealth channel. Apollo has set a goal of achieving $150B from its global wealth business by 2029 and, in 2024, under Stephanie's leadership the global wealth business exceeded the total capital raised in 2023 from the wealth channel.Before joining Apollo in 2004, Stephanie was with JP Morgan for 10 years, working primarily in its Alternative Investment Group.Stephanie and I had a fascinating conversation about how to build and scale a business in the wealth channel. We discussed:What is safe and what is risky?How can investors approach asset allocation and portfolio construction?How working with institutional investors has influenced and helped Stephanie think through how to work with investors in the wealth channel.The anatomy of building a wealth business.How critical is brand building when working with the wealth channel?Thanks Stephanie for coming on the show to share your wisdom and expertise on private markets and work with the wealth channel.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus Fund Solutions01:55 Welcome Back to Alt Goes Mainstream02:04 Introducing Stephanie Drescher03:55 Stephanie's Journey at Apollo04:14 Focus on Institutional Clients04:43 Strategic Focus on Wealth Channels05:05 Learning from Different LPs05:27 Early Days at J.P. Morgan08:04 Importance of Communication08:17 Transparency and Client Centric Approach08:56 Educational Initiatives at Apollo10:07 Apollo Academy Engagement10:42 Content Creation Strategy11:37 Combining Short and Long Form Content11:43 Direct Client Communication12:00 Distribution and Marketing12:26 Client Centric Approach13:06 Creating a Narrative for Private Markets13:40 Defining Private Markets14:34 Public vs. Private Markets15:50 Changing Definitions in Private Markets16:18 Impact of 2022 on Public Markets17:02 Concentration in Public Markets17:41 Benefits of Private Markets18:17 Helping Clients Understand Private Markets18:44 Developing Accessible Solutions19:45 Client Focused Solutions19:51 Balancing Client Needs and Market Nuances20:15 Apollo's Origination Capability22:12 Athene's Role in Apollo's Strategy24:26 Tax Efficiency in Private Markets25:39 Wealth Channel vs. Institutional Investors25:48 Solving for Tax Challenges25:53 Listening to Client Needs27:31 Avoiding K1s and Capital Costs28:17 Process and Adoption of Private Markets29:07 Investing in Technology30:08 Insights from Technology Investments31:06 Shared Industry Solutions32:02 Digital Outreach and Thought Leadership32:38 Apollo's Brand and Public Presence33:02 B2B2C Relationships33:10 Building Apollo's Brand33:50 Communicating Apollo's Value Proposition34:04 Reaching the End Client35:39 Media Presence and Brand Awareness36:59 Tangible Impact of Private Credit37:35 Evolution of Private Credit38:14 Role of Asset Backed Credit38:46 Alternative Asset Managers in Financial Markets39:18 Partnerships and Convergence39:48 Discretionary Allocations40:11 401(k) Business and Retirement Goals41:18 Focus on Net Return41:52 Provocative Questions on Liquidity43:00 Consistency of Messaging43:26 Innovative Parts of Apollo's Business43:49 Changing Definitions of Alternatives45:23 Phases of Adoption in Wealth Channel47:00 Strategic Focus on Partnerships52:39 Balancing Scale and Customization53:26 Personal Reflections and Future Investments54:48 Conclusion and Farewell

In this episode of The Rainmaker Podcast, host Gui Costin, Founder and CEO of Dakota, sits down with Allen Gray, Managing Director at Silvercrest Asset Management Group. With decades of experience in institutional sales and marketing, Allen shares insights into his career, leadership philosophy, and the evolving landscape of institutional investing.Allen begins by discussing his career journey, which started at Kidder, Peabody & Company despite having no formal business education. He quickly adapted, completing accounting courses and participating in a management training program. After the firm's acquisition by General Electric, he sought partnership opportunities and co-founded Radnor Capital Management, growing assets from $10 million to $1.6 billion in six years before selling to U.S. Trust Company. Later, at Osprey Partners, he helped expand assets from $800 million to $4.2 billion in just two and a half years.At Silvercrest, Allen was tasked with building an institutional business from the ground up. When he joined in 2008, the firm had $6.5 billion in ultra-high-net-worth assets but only $100 million in institutional assets. Through strategic acquisitions and disciplined growth, Silvercrest now manages $10 billion in institutional assets, with top clients averaging over $400 million each. The firm has expanded investment capabilities, adding growth and international strategies.Allen's sales strategy emphasizes process over volume. His teams are structured into small, specialized silos with dedicated investment, client service, and business development professionals. He stresses relationship-building over transactional sales, ensuring long-term partnerships. Silvercrest also leverages subadvisory relationships, allowing distribution through larger platforms without engaging in retail sales.Communication and transparency are essential to Allen's leadership. Silvercrest tracks an "actionable pipeline", focusing on opportunities likely to close within six months. His trust-based leadership allows experienced professionals the freedom to execute their responsibilities while maintaining accountability. He prioritizes hiring skilled individuals, providing them with the right tools, and minimizing bureaucracy.For young professionals entering the fundraising business, Allen advises deep investment knowledge beyond sales materials. Understanding market dynamics, analyzing performance data, and maintaining transparency in tough times are key to success. He highlights industry challenges, including increased competition from consulting firms offering multi-manager funds, making direct institutional outreach more crucial.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

En la tertulia Capital hoy hacemos balance del año en los mercados financieros y nos preguntamos qué perspectivas tendrán los Bancos Centrales para 2025 con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Iván Díez, Responsable del negocio de España, Portugal y Latinoamérica de La Financiere de L'Échiquier. Y Juan Luís García Alejo, De Grupo Andbank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Hoy en Capital Intereconomía, los expertos de la Tertulia de Mercados analizaron el balance de 2024, las decisiones de los bancos centrales y las perspectivas para 2025. Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Ricardo Comín, Director Comercial en Vontobel para Iberia; e Iván Díez, Responsable de La Financière de l'Échiquier para España y Latinoamérica, ofrecieron una visión integral sobre los retos y oportunidades de los mercados financieros. El año 2024 cerró con un balance mejor de lo esperado, destacaron los tertulianos. “Ha sido un buen año en términos de rentabilidad para muchas clases de activos, incluyendo la renta variable y el oro”, señaló Iván Díez. Sin embargo, fue la renta fija la que sorprendió a muchos, mostrando un comportamiento más favorable a pesar de la volatilidad. Rocío Poquet destacó cómo las empresas europeas lograron superar expectativas: “Nos han sorprendido los buenos resultados de algunas compañías, especialmente en sectores menos esperados”.. El impacto de las decisiones de los bancos centrales fue otro tema central . Los participantes coincidieron en que 2024 estuvo marcado por una política monetaria dividida. Por un lado, la FED continuó con su enfoque restrictivo, mientras que otras instituciones, como el Banco Central Europeo, adoptaron medidas más equilibradas. “Es importante ser cautos con los mensajes de los bancos centrales”, destacó Rocío Poquet, quien subrayó el impacto positivo del nombramiento de figuras clave en el Tesoro estadounidense, lo que podría influir en la estabilidad de los mercados financieros en 2025. De cara a 2025, el panel discutió las expectativas de un posible cambio hacia políticas monetarias más relajadas. Esto podría beneficiar a ciertos sectores, mientras que la volatilidad geopolítica y los riesgos económicos seguirán condicionando las estrategias de inversión. Jorge Díaz San Segundo enfatizó la importancia de proteger las carteras en tiempos de incertidumbre: “2025 será un año para equilibrar renta fija y variable, priorizando activos defensivos pero atentos a las oportunidades en sectores clave”. Entre los principales riesgos identificados por los tertulianos, destacaron la geopolítica, los aranceles y la posible entrada en recesión de algunas economías clave. Aun así, el optimismo prevalece, especialmente en mercados emergentes y sectores relacionados con la transición energética y la innovación tecnológica.

This episode of the NAA Apartmentcast is the third in a series discussing women in technology, supported by and featuring NAA's Technology Committee. We're joined for an engaging discussion NAA Tech Committee Member Marysa Raymond, who at the time of the conversation was Vice President Institutional Sales, Strategic Accounts & Affordable Sales for Entrata and now is Director of Asset Management for Middle Street Partners, as well as Kristen Reitmeier, Director of Systems and Technology for Apartment Management Professionals (AMP). Learn more at https://www.naahq.org

En la tertulia comentamos la actualidad de los mercados financieros con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International; Álvaro Antón, Country Head Para Iberia de Abrdn y con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam. Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas arrancan la semana con la mirada puesta en la publicación de los resultados trimestrales que presenta este miércoles Nvidia. Por su parte en Europa, la atención se centra en el IPC final de la eurozona y el dato del PIB en Alemania. En el ámbito geopolítico, los mercados también están pendientes a la guerra entre Rusia y Ucrania tras la decisión del presidente estadounidense Joe Biden de autorizar el uso de misiles de largo alcance por parte de Kiev para atacar suelo ruso. Las miradas están puestas también en la reunión del G20, donde líderes de las principales economías del mundo abordarán la posible implementación de un impuesto a las grandes fortunas. En la tertulia de mercados de Capital Intereconomía Óscar Esteban, responsable de Negocio para Iberia de Fidelity International; Álvaro Antón, Country Head Para Iberia de Abrdn; y Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam analizan todas estas referencias, y también si las políticas impulsadas por Trump podrían seguir influyendo en el mercado, si Europa se ha quedado rezagada frente a la fortaleza del mercado estadounidense, y las oportunidades de inversión de cara a 2025.

The Wynn Center Toppers Drum & Bugle Corps. Donnie Holder- was a member, Gerald Shephard marched playing the snare &bass drums. Ismael Hernandez- Sells West Coast Institutional sales for musical instruments for High Schools, Colleges, MiddleSchools & Drum Corps. Bugles, Mike Corrigan- Founder/President B.A.C. Musical Instruments & is known as the Horn Doctor. Mickey Hartzog is a Composer/Arranger & Director of Institutional Sales for 825 & B.A.C.Musical Instruments.Movie Reviews and More is broadcast live Tuesdays at 5PM PT on K4HD Radio - Hollywood Talk Radio (www.k4hd.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). Movie Reviews and More TV Show is viewed on Talk 4 TV (www.talk4tv.com).Movie Reviews and More Podcast is also available on Talk 4 Media (www.talk4media.com), Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets.

Institutional money is coming to crypto... but when? John Burnett, VP of Institutional Sales at Gemini, joins us to discuss the current state of institutional adoption and what the future holds. Having witnessed the evolution of institutional interest firsthand, from his early days at Amex to leading institutional sales at Gemini, John offers a unique perspective on the challenges and opportunities in this rapidly evolving space. He reveals why institutions are still hesitant, what Gemini is doing to bridge the gap, and why he believes the next wave of institutional adoption is closer than you think.   What you'll learn: A historical overview of institutional interest in crypto, from the early days to the present. An in-depth look at the current state of institutional adoption. Understanding the barriers to entry for institutions and the opportunities that lie &ahead. How Gemini is building the infrastructure and tools to facilitate institutional access to crypto.

Politicians, officials and business leaders have flown to the English capital to celebrate the close ties that unite Gibraltar and Britain, and to further them. Today's episode of the podcast was recorded live from Gibraltar day in London.It's an important time for the financial services industry, serving as an opportunity to showcase what Gibraltar has to offer to potential investors. Minister of Finance Nigel Feetham said it is vital to emphasise that Gibraltar is a ‘reliable partner' for UK entities and with the UK Government.This podcast features interviews with:Mervyn Street - Director, Association of British InsurersNigel Feetham MP - Minister for Trade & IndustryAlbert Isola - Partner, IsolasPaul Harvey - AdionaGerald Rodriguez - Gibraltar International BankAndrew Thompson - Partner, DAC BeachcroftJames Ramsden KC, Founder, Astraea GroupTarg Patience, Chair, GANTWilliam Harvey, Director of Head and Institutional Sales, BULLISHChris Knight, MD, LMAX DIGITALJoey Garcia, Director, Chief Legal & Regulatory, Public Affairs, XAPO BANKAaron Payas - Partner, Hassan's Hosted on Acast. See acast.com/privacy for more information.

Los mercados pendientes del BCE. ¿Qué esperar esta semana en los mercados financieros?. Lo analizamos en La tertulia con Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Javier Villegas, director general de Franklin Templeton; Lorenzo Coletti, director para Iberia en Pictet AM y con Mathias Blandin, Institutional Sales para Iberia y Latam de DPAM Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas encaran una semana importante con la mirada puesta en la reunión del Banco Central Europeo (BCE), que se celebra este jueves. La gran incógnita es si la institución tomará la decisión de volver a bajar los tipos de interés como ya hiciera en su anterior encuentro. Mientras tanto, en EEUU continúa la temporada de resultados empresariales, con las cuentas trimestrales de gigantes como Goldman Sachs, Bank of America, Morgan Stanley y Netflix. Los inversores estarán muy atentos a estas cifras, que servirán para evaluar el estado de la economía estadounidense en un contexto de incertidumbre global. En Asia, las Bolsas reaccionan este lunes al anuncio del plan de estímulo económico presentado por el gobierno chino, que busca revitalizar su economía tras varios meses de desaceleración. En Capital Intereconomía, analizan estos acontecimientos Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Javier Villegas, Head of Latam & Iberia de Franklin Templeton; Lorenzo Coletti, director para Iberia en Pictet AM; y Mathias Blandin, Institutional Sales para Iberia y Latam de DPAM.

In this special episode, Sohrab Movahedi, Bipan Rai, and Daniel Stanley take a deep dive into the third quarter earnings from Canada's Big Six, breaking down recent results and examining five key economic variables. They also discuss what a normalized yield curve environment could mean for banks. Daniel Stanley is the Co-Head of Institutional Sales and Service at BMO Global Asset Management. He is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded on Thursday, September 12, 2024.   ETFs mentioned in the podcast:  BMO Equal Weight Banks Index ETF (Ticker: ZEB) Return on equity (ROE): a measure of a company's financial performance. Overnight index swap (OIS): an interest rate swap transaction involving an exchange for a fixed interest rate over a given term. Disclaimers: The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance.   Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF's prospectus.  BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.

En la entrevista Capital analizamos el atentado a Trump con Enrique Cocero, analista político. En el tiempo de tertulia comentamos la actualidad de los mercados financieros con Mathias Blandin, Institutional Sales para Iberia y Latam de DPAM; Almudena Mendaza, responsable de Generali Investments para Iberia; Ricardo de los Ríos, director de ventas en BNP Paribas Asset Managemet y con Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam Además en la preapertura Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Join us as we chat with a multifamily real estate expert who has spent 2 decades in property management operations and now thrives on the supplier side. Her passion for changing the space through innovation and her dedication to customer experience sets her apart in the industry.We discuss how she brings operational expertise to sales, focusing on making the customer interaction enjoyable and efficient. Learn about her journey of taking a leap of faith into the supplier side, the crucial role of technology, and why she believes in the power of one-on-one connections.Tune in for invaluable tips for Regional and Property managers, and discover her insights on overcoming fear and making bold decisions that drive success.Marysa has a passion for multi-family real estate and changing the space through ingenuity and innovation. Marysa spent 19 years in property management operations with TCRS, Riverstone Residential Group and Greystar, with her last role of Senior Director of Operations and Business Development. She was elated to have the unique opportunity in bringing her operational background and expertise to the Entrata Sales team and has been overseeing strategic teams with a focus on supporting larger fee managers & multifamily ownership partners with long term innovation planning and technology strategies.Marysa is also an engaged industry advocate and has held many leadership positions in industry associations including local, state and national apartment associations as well as local city and municipal tasks forces focused on attainable housing.LinkedIn: http://www.linkedin.com/in/marysaraymondCompany: http://www.entrata.comHear from Marysa about: The intimidating leap of faith she took and why.Her passion for innovating and advancing the industry.The focused time she spends with her team.The inner critic that spoke every time she was promoted.Her love for the industry and how everyone is willing to help. The operations role she believes is the most challenging.The importance of transparency with ownership. Her great advice and reminder on not letting fear drive your decisions.Connect with us!LinkedIn: https://www.linkedin.com/in/lesliemathisStreamline Website: https://www.streamlinemultifamily.comEmpowHER Website: https://empowhermultifamily.comInstagram: https://www.instagram.com/empowhermultifamily https://www.instagram.com/streamlinemultifamilySubscribe and leave a review for the Multifamily Streamlined Podcast here.Streamline Multifamily Group is your specialized consulting partner for multifamily operations, training, and more! We offer consultative support in project management, construction, development, renovations, auditing, and also organize industry events. Remember, no matter how well your property is doing, it could be doing better. Contact Leslie at LMathis@StreamlineMultifamily.com for more information. 

Global Conference Insights: From Milken to ConsensusJoin us for an insightful episode featuring special guest Lauren Abendschein (Global Head of Institutional Sales at Coinbase), as she provides crucial updates from prominent global conferences including Milken, Medici, and Consensus. This discussion delves into the evolving landscapes of these events, comparing dynamics of the current year with previous ones, exploring technological advancements, and analyzing the varied sentiments among different participant groups.Conference Highlights:2:30 Milken Conference Reflections: Lauren provides an in-depth comparison of this year's Milken conference to 2023, highlighting the diverse perspectives among corporates, money managers, and other attendees, particularly in the context of the BTC ETF success and the anticipated ETH ETFs.7:45 Medici Developments: Explore the progression of the Medici conference over the years, focusing on the shifting emphasis and significant technological strides being made.11:00 Consensus Key Themes: Unpack the discussions around political and regulatory environments at Consensus, alongside other major trends that have dominated conversations.Global Sentiments and Variations:17:15 Cross-Conference Perspectives: Gain insights into the general sentiment across these conferences and how it varies globally, providing a nuanced view of the international crypto landscape.Political and Social Movements:20:00 PAC Fundraising and Crypto in Politics: Discuss recent developments in PAC fundraising and President Trump's initiative to accept BTC payments via the Lightning Network.26:18 Roaring Kitty's Reemergence: Georg Toropov offers insights on the comeback of Roaring Kitty and its potential impact on crypto meme coins and the broader market context.29:36 Core Scientific's New Venture: Explore Core Scientific's significant new contract worth approximately $290 million per year with an AI company, discussing potential implications for the crypto and tech industries.Macro Economic Overview by David Duong:31:02 Economic Indicators: David provides updates on recent weak data indicators such as ISM and JOLTS job data, setting the stage for the upcoming non-farm payrolls and the Federal Reserve meeting next Wednesday.On-Chain Developments with David Han:34:50 On-Chain Revenue and Hacks: Highlight the impressive on-chain revenues from platforms like Pump.fun, and discuss the impact of recent disruptions such as Linea's block production stop following a DeFi hack41:15 Uniswap and ARB Initiatives: Review the delay in Uniswap's governance proposal vote and delve into the allocation of 200 million ARB ($250 million) to support gaming initiatives.This episode offers an extensive overview of the latest developments from global conferences, market trends, economic updates, and on-chain activities. Whether you're an investor, a crypto enthusiast, or simply curious about the financial landscape, this discussion provides valuable insights into the strategic movements shaping the future of digital assets.Subscribe to stay informed with our in-depth analyses of cryptocurrency trends, market dynamics, and pivotal developments that influence investment and regulatory frameworks worldwide.Host: Ben Floyd, Head of Coinbase Execution ServicesSpecial Guest: Lauren Abendschein, Global Head of Institutional SalesPanelists:David Duong, Head of Institutional ResearchDavid Han, Research AnalystGeorg Toropov, Senior CES Trader

Ponemos el foco en la inversión alternativa y nos fijamos en el sector inmobiliario cotizado con Rocío Poquet, Institutional Sales de DPAM para España y Portugal. El inmobiliario es un sector que siempre ha tenido un peso importante en la economía nuestro país y desde DPAM buscan expandir el foco mediante la diversificación. “Salimos de ese centro que es España y nosotros lo que buscamos es expandir el foco en todo el continente europeo, diversificando sobre todo nuestras inversiones y buscando las mejores oportunidades. Porque hay que tener en cuenta que invertir en el sector inmobiliario cotizado no es invertir en un piso sino que estás invirtiendo en todos los activos que está gestionando una socimi, que es una empresa experta en gestión de activos y por lo tanto diversifica mucho más”.

Guest this week: Stephanie Link and Mike LarsonStephanie Link Stephanie Link is the Chief Investment Strategist and Head of Investment Solutions at Hightower Advisors, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices. In addition, Ms. Link runs an equity portfolio within the Investment Solutions group which has $3.5B in assets under management.Prior to joining Hightower, Ms. Link was the Senior Managing Director and Head of Global Equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assetsBefore joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and Co-Portfolio manager of Jim Cramer's Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as Managing Director of Institutional Sales and Director of Research. She began her career at Dean Witter Reynolds in the Institutional Sales Department. Mike LarsonMike Larson serves as vice president and editor-in-chief at MoneyShow, overseeing all aspects of its investor education efforts and conferences and planning the firm's content operations. Before joining MoneyShow, he was a senior editor and analyst at Weiss Ratings. Where he produced the company's Safe Money Report, a comprehensive Monthly Market Overview. Full of detailed, hard-hitting analysis about what is driving the stock market overall, and dividend-paying investments., Weekend Windfalls, and Heat Maps newsletters, while also writing, editing, and trading several other past products. He specializes in Income-Focused Stock & Options Strategies.His areas of expertise as an analyst include domestic and global interest rates, commercial and residential real estate, and central bank policy.Follow host Tracy Shuchart (@chigrl)And @micdropmarkets DISCLAMER: This material is presented solely for informational and entertainment purposes and is not to be construed as a recommendation, solicitation, or an offer to buy or sell / long or short any securities, commodities, or any related financial instruments. Please contact a licensed professional before making any investment or trading decisions

Seguimos descubriendo oportunidades de inversión, en esta ocasión centrados en las compañías de pequeña y mediana capitalización. Numerosos gestores proyectan sólidas perspectivas para las small caps en base a unas condiciones económicas más favorables de lo esperado además de otras tendencias y variables. Natalia Ortega, Institutional Sales en Bellevue explica que en los últimos tres años este tipo de empresas se vieron lastradas por los impactos de la pandemia del COVID-19, la guerra de Ucrania o las subidas de interés pero anticipa un cambio de ciclo. “Vemos la luz al final del túnel. Son compañías que están muy baratas, cotizando un 16% por debajo de su media histórica”, afirma. Desde Bellevue detectan oportunidades en las pequeñas empresas, particularmente, en aquellas de carácter familiar por su potencial de crecimiento y con un horizonte temporal de largo plazo. Entre esas estrategias para aprovechar este “nuevo ciclo de small caps” está el Bellevue Entrepeneur Europe Small Caps, fondo compuesto por compañías de pequeña capitalización y de carácter familiar, con más exposición a Europa y mayor peso en el sector industrial. Entre las ventajas a tener en cuentan para apostar por las small caps en este 2024: 1.Visión de largo plazo. Los integrantes de una empresa familiar están enfocados en la sostenibilidad de la misma ya que como apunta Natalia Ortega, “no piensan en trimestres sino en generaciones”. 2. Compromiso y Responsabilidad. Los miembros de la empresa invierten mayor tiempo y recursos para mantenerla y hacerla crecer. “En torno al 60% del patrimonio familiar está invertido en la compañía”, apunta Natalia Ortega, en referencia a un estudio sobre la Empresa Familiar en España. 3. Salud Financiera. Las empresas de pequeña capitalización cuentan con balances más sólidos con poca deuda frente a las compañías de gran capitalización. 4. Agilidad y Flexibilidad. Las empresas familiares suelen ser más rápidas y ágiles en la tema de decisiones además de demostrar una fuerte capacidad de adaptación para adaptarse a los cambios del mercado.

En la tercera hora de Capital continua el segundo tramo del Consultorio de Bolsa con Samuel Plaza, Director de JFD BROKERS España. En el Foro de la Inversión nos acompañan Natalia Ortega, Institutional Sales en Bellevue. Y terminamos con el consultorio de fondos donde nos acompaña José María Luna, Socio de Luna-Sevilla Asesores Patrimoniales.

Segunda hora de Capital Intereconomía en la que miramos a la información económica y de los mercados. En la Tertulia de Mercados nos acompañan Rafael Ximenez de Embun, CFA Managing Director Iberia & Latam Muzinich & Co; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; Rocío Poquet, Institutional Sales de DPAM para España y Portugal; Sergio López de Uralde, Groupama Asset Management. Y en la preapertura Alexis Ortega, asesor independiente, nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Fondo pensione integrativo: come funziona e perché è importante con Lorenzo Corrias (Head of Institutional Sales, Vontobel) Questo video è realizzato in collaborazione con Banca Generali e in partnership con Vontobel #adv I contenuti del presente video sono realizzati e sono da intendersi come meramente informativi. Tutte le informazioni ivi contenute sul tema trattato sono a carattere generale e non costituiscono in alcun modo indicazioni e/o consigli e/o raccomandazioni e/o suggerimenti di natura finanziaria, fiscale ed economica, né altro tipo di incoraggiamento ad agire o investire sulla base di quanto in esse riferito. Quanto ne sai di investimenti & co? Prova questo quiz: https://quiz.bancagenerali.it/

Greetings & welcome back to the podcast. This episode we are joined by Andrew Judson - senior advisor at Fort Capital & Director at Pieridae Energy Limited, Condor Energies Inc., Drift Resource Technologies, Field Safe Solutions, the Fraser Institute, and WinSport.Prior to joining Fort Capital as a Senior Advisor, Andrew spent twenty four years in Capital Markets and Private Equity, focused on all aspects of the energy industry – upstream E&P, oilfield services and midstream processing. Mr. Judson was Managing Director of Camcor Partners Inc. (an energy focused private equity firm), Managing Director of Institutional Sales at FirstEnergy Capital Inc., and Managing Director of Institutional Sales at Tristone Capital Inc. Mr. Judson  graduated from the University of Calgary with a BA in History (Distinction)(1991) and an MBA in Finance (Distinction)(1995).Among other things, we sat down and discussed adventures in investment banking, watching $1.00 grow to $18 & why energy M&A will continue.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact info@connatewater.com or www.connatewater.com for more details.This episode is brought to you by Canada Action, whose aim is to promote the importance of Canada's Energy industry which is the bedrock of our nation's economy, providing hundreds of thousands of jobs and economic opportunities across the country. Learn more at canadaaction.ca, or check out Canada Action on social media.This podcast is sponsored by Eco-Flex Recycled Rubber Solutions. Eco-Flex has been providing  the oil and gas industry with matting and safety walkways for 30 years, with mats that are a resilient, flexible, and an eco-friendly option for your toughest site conditions. With shock absorption, insulation, and easy maintenance, Eco-Flex mats are the perfect choice for any job. Checkout eco-flex.com for more details. Support the show

Dave Lubnik, SVP of Institutional Sales at YCharts, joins todays show. We discuss Fund Flows (end of Q3), commentary from national sales conferences, and the new YCharts proposal tool. Start your free trial of YChartsAlso, win up to $150 in cash, cash prizes, or merch by taking our listener survey:Listener Feedback Survey

Tom Harvey is a Senior Equity Specialist at Aberdeen. Tom focuses on the firm's equity strategies. Prior to joining the company in February 2013, he served as Vice President, Institutional Sales and Consultant Relations at Delaware Investments. In this role, he worked with institutional clients, prospects, and consultants in the eastern United States. Tom earned his bachelor's degree in history studies from Juniata College and an MBA with a concentration in finance from Philadelphia University. He is a CFA charterholder.

Jmo and Andreas caught up with Zane Tackett, the former Head of Institutional Sales at FTX! Hear exactly what the day-to-day was like at FTX in the build-up to the collapse, and after everything went downhill. If you are looking for the scoop on what it was like to work for Sam Bankman-Fried and insights into how he handled the fallout,.

The impact of fintech on financial advisory practices has been nothing short of transformative. The collaboration between fintech innovators and financial advisors not only drives innovation but significantly enhances the overall client experience, revolutionizing the way financial services are delivered and received. However, it is not merely about adopting technology. It's about being purposeful in adopting new technology and seeking solutions that align with the specific needs of their business. In this episode, Rusty and Robyn talk with Ryan Donovan, Senior VP of Institutional Sales, and George Svagera, Senior VP of Business Development for Enterprise at Orion. In his role, Ryan works to show registered investment advisors how Orion's technology and integrations can help them grow and improve efficiency. On the other hand, George oversees Orion's enterprise sales. He works with mainly broker-dealers, banks, and custodians in leveraging both the tech and wealth management sides. George and Ryan talk to Rusty and Robyn about disruptive trends, top tech features, and how advisors can leverage fintech to stay ahead of the curve. They highlight the impact of fintech on financial service providers and the importance of integration and seamless workflows for advisors. George and Ryan also discuss how emerging technologies change how advisors operate and deliver value. Key Takeaways [04:25] - George and Ryan's professional backgrounds and roles at Orion. [06:45] - What led to the creation of Ryan and George's podcast, The Fuse Show. [08:24] - FinTech trends impacting the financial advisory space today. [12:46] - How technology is changing the way advisors operate and deliver value. [23:06] - Features and capabilities advisors value the most. [27:59] - How advisors can leverage fintech to stay ahead of the curve and meet client expectations. [32:46] - Ryan and George's advice to financial advisors looking to leverage the fintech landscape. [34:49] - Ryan and George's favorite investment idea. [35:24] - How Ryan and George maintain their physical and mental health to perform at their peak. [37:15] - The people Ryan and George are thankful for professionally. [39:39] - Ryan and George's recommendations for content. [41:13] - Upcoming episodes of The Fuse Show that Ryan and George are excited about. Quotes [08:40] - "When you look at advisors, regardless of your affiliation with a broker-dealer or whether you're independent, you're an RIA, or you're with a wirehouse, ultimately, what you want is to minimize the friction of interacting with your clients so that you could serve them best." ~ Ryan Donovan [21:51] - "One of the biggest game changers that will impact advisors, but something that their firms don't necessarily have to do, is real-time data streaming more than anything else." ~ George Svagera [28:13] - "As a technology company, we leverage a lot of technology to run our business. You have to be purposeful in it. You have to set aside time to learn what it does to train yourself on it to understand what it does and how it can help run your day or make you more efficient." ~ George Svagera Links  Ryan Donovan on LinkedIn Ryan Donovan on Twitter George Svagera on LinkedIn George Svagera on Twitter Head Like A Hole by Nine Inch Nails X Gon' Give It To Ya by DMX The Fuse Show  Redtail Technology Dr. Daniel Crosby Orion BeFi20 The Risk Tolerance Questionnaire Future Proof Eric Clarke Todd Powell Yellowstone The Autobiography of Benjamin Franklin Only Murders in the Building Band of Brothers Connect with Us Meet Rusty Vanneman, Orion's Chief Investment Officer Check Out All of Orion's Podcasts Power Your Growth with Orion

Kevin Johnson is Coinbase's VP of Institutional Sales and Trading. In this episode, Johnson shares the details behind Coinbase Prime's new web3 wallet designed to give institutional and enterprise clients secure and direct access to web3, DeFi, and various onchain operations. As Johnson explains, "It was always in our plans to take the great centralized tools that we had built with those multi user capabilities and eventually bring those on on chain for clients." The new non-custodial wallet offers features such as storing any tokens, DEX aggregation, intuitive risk controls and customizable workflows — all integrated with Coinbase Prime's battle-tested security measures.

Here is the spell checked and grammatically corrected version: "What to Look for Before Investing in a DeFi Project?" This is one of the questions I asked my guest today. In this episode of "Web3 with Sam Kamani", I am interviewing Vincent Wu from Hover. Vincent Wu, Director of Hover, has revolutionized the non-custodial liquidity market protocol, facilitating lending, borrowing, and interest earning on digital assets. Vincent Wu is a seasoned Web3 corporate development and go-to-market strategist with a background in M&A advisory and experience at leading centralized exchanges. As the former Director of Institutional Sales at Crypto.com, he successfully managed relationships with key industry players while overseeing account and sales teams. Vincent advises multiple Web3 and Web2 companies on tokenomics, go-to-market strategies, and sales team building. In this wide-ranging discussion, we talk about: The psychology of marketplaces The state of the crypto market Liquidity aggregators Lending protocols Institutional trading DeFi primitives Meme coins Liquidity OTC trading And much, much more… Please note that nothing mentioned in this podcast is investment advice. Always do your own research. Lastly, I don't run ads on my podcast. Your support would mean a lot to me. If you could leave a review of this podcast on Apple Podcasts or share this podcast with a friend, it would be greatly appreciated. Connect with Vincent here: LinkedIn: https://www.linkedin.com/in/vincent-wu/?originalSubdomain=ca Twitter: https://twitter.com/moonboydeluxehttps://hover.market/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/web3podcast/message

Martijn de Vree, head of Fixed Income Solutions, and Catherine McLaughlin, head of Institutional Sales for the U.K. and Ireland, discuss why investors should consider climate transition strategies for fixed income portfolios, not just on the equity side of the house, and reasons why existing strategies use a variety of indexes as a benchmark for climate offerings.Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind —including a recommendation for any specific investment, strategy, or plan. ALL-07132023-zgjh4v4o

On episode 347 of the BlockHash Podcast, Core Contributor Vincent Wu joins Brandon Zemp to talk more about Hover.   Hover is a revolutionary non-custodial liquidity market protocol that facilitates the lending, borrowing, and interest earning on digital assets. Hover supports the growth of Cosmos while being native on the KAVA ecosystem.   Vincent Wu is a seasoned Web3 corporate development and go-to-market strategist with a background in M&A advisory and experience at leading centralized exchanges. As the former Director of Institutional Sales at Crypto.com, he successfully managed relationships with key industry players while overseeing account and sales teams. Vincent advises multiple Web3 and Web2 companies on tokenomics, go-to-market strategies, and sales team building.   ⏳ Timestamps:   0:00 | Introduction and Pre-roll 2:00 | Who is Vincent Wu? 3:42 | What is Hover? 6:50 | What makes Hover different? 9:25 | USDT integrated on KAVA 10:20 | Genesis pools 11:32 | Hover public sale 12:15 | Future of DeFi 18:04 | Credit in DeFi 21:00 | Hover rewards 25:15 | Hover roadmap 28:30 | Partner with Hover 30:25 | How to learn more about Hover 32:20 | First experience with Crypto 34:42 | Crypto market is a sandbox 40:50 | Conclusion  

Continúa el Consultorio de bolsa con Miguel Méndez, Analista Independiente. Foro de la inversión con Jade Bouroumi, Institutional Sales de DPAM. Y Mar Barrero, directora de análisis de Arquia Banca Privada responde a las consultas sobre fondos de inversión de los oyentes de Capital Intereconomía.

Andrew Saksa is a media marketing and business development expert. He is the Senior Vice President for Business Development at ReminderMedia, a company dedicated to empowering clients to close more deals and retain more business. Before joining the ReminderMedia team, Andrew was the co-founder of Mypistevo.com and formerly served as the Vice President for Institutional Sales and West Coast Corporate Finance at Joseph Charles. He holds a Bachelor of Business Administration degree from Strayer University.   Andrew joins me today to discuss why building strong relationships is paramount to any business's success. He describes his professional journey from being a financial advisor to becoming a media marketing and business development expert. He offers advice on getting a client's spouse involved in financial planning and discusses how financial advisors can engage the next generation. Andrew also explains the importance of personalizing your interactions with clients and highlights and having a service mindset.   “The nature of any successful business comes down to one thing: relationships.” - Andrew Saksa   This week on The Model FA Podcast:   Andrew's background and journey to joining ReminderMedia His work at Mypistevo.com and New Hope for Kids and career as financial advisor How Andrew maintains the personal connections in his life Finding and serving a charity and the value of service How financial advisors can get their client's spouse involved in financial planning The importance of personalizing interactions with clients Generational financial planning and how financial advisors can connect with the newer generation Curating content and connecting with clients on their level   Resources Mentioned:   Book: Conversations: How to Manage Your Business Relationships One Conversation at a Time by Ivan Farber Book: Think and Grow Rich by Napoleon Hill Book: Outwitting the Devil: The Secrets to Freedom and Success by Napoleon Hill Book: The Power of One More: The Ultimate Guide to Happiness and Success by Ed Mylett   Our Favorite Quotes:   “When financial advisors have a scarcity mindset, they never get what they want.” - David DeCelle “If you're helping people in different ways outside the scope of what you're compensated to do, you will be elevated in the minds of the people you serve.” - David DeCelle “If you want to separate yourself from your competition, figure out what your top clients are into and what's dear to their hearts. Support their initiatives and they'll help you grow your business.” - Andrew Saksa   Connect with Andrew Saksa:   ReminderMedia ReminderMedia on LinkedIn ReminderMedia on Instagram ReminderMedia on Facebook ReminderMedia on Twitter ReminderMedia on YouTube Andrew Saksa on LinkedIn   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

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

Students at all levels and institutions were invited to this careers panel where practitioners in various Middle East-related fields will talk through their career paths. Reza Afshar is the Executive Director of Independent Diplomat, a non-profit non-governmental organisation founded in 2004 by British former diplomat Carne Ross to give advice and assistance in diplomatic strategy and technique to governments and political groups. Previously, Reza was head of the team responsible for Syria policy at the UK's Foreign and Commonwealth Office (FCO). During his time at the FCO, Reza also served as head of the Middle East, Asia and Europe Team at the UK Mission to the United Nations (2009 to 2012). He was awarded an OBE in 2012 for his work as lead negotiator on Libya in the UN Security Council. During his 13 years of service, Reza also worked on Iraq (2003-2004), Zimbabwe (leading the UK Foreign Office's crisis team in 2008), and negotiated new arms control protocols relating to cluster munitions and landmines. Hind Hassan is an award winning international correspondent for VICE News covering conflicts, humanitarian crisis and the biggest developing stories from around the world. Since joining VICE News, Hassan has reported on wars and uprisings across the globe including the post-ISIS legacy in Syria, Lebanon's blast demonstrations and the battle over Nagorni-karabakh where her team became the first journalists to independently confirm the use of cluster munitions against civilians in Azerbaijan. Most recently Hassan travelled to Ukraine where she documented war crimes and the devastation caused by Russian bombs in the city of Kharkiv, just 30 kilometres from the Russian border. She was also part of a team that investigated the essential oil industry's frankincense supply chain, uncovering allegations of abuse made against a multi-million dollar American wellness company. Hassan embedded with the Taliban in Afghanistan just months before the group's takeover of Kabul and was on the ground in Jerusalem and Gaza ahead of the military offensive on the Strip. Prior to joining VICE News, Hassan worked as a reporter for Sky News. Ahmed Tabaqchali is a Visiting Fellow at the LSE Middle East Centre and a capital markets professional with over 25 years' experience in US and MENA markets. He is the Chief Strategist of the Asia Frontier Capital Iraq Fund. Ahmed is a Senior Fellow at the Institute of Regional and International Studies (IRIS), and non-resident Senior Fellow with the Atlantic Council - Iraq Initiative. He is a board member of Capital Investments, the investment banking arm of Capital Bank-Jordan. Previously, he was former Executive Director of NBK Capital, the investment banking arm of the National Bank of Kuwait, Managing Director and Head of International Institutional Sales at WR Hambrecht + Co., Managing Director at KeyBanc in London and Director & Head of Capital Markets & Institutional Sales at Jefferies International in London. He started his career at Dean Witter International in London. At the LSE Middle East Centre, Ahmed is researching Iraq's economy and political economy with a specific focus on the economic aspects of the relationship between the GoI (Government of Iraq) and the KRG (Kurdistan Regional Government). Michael Mason is Director of the LSE Middle East Centre. He is also Associate Professor in the Department of Geography and Environment and Associate of the Grantham Research Institute for Climate Change and the Environment. His research interests encompass environmental politics and governance, notably issues of accountability, transparency and security.

It's another first on Investing In Integrity: a conversation with one of our team-members! We're joined by Jody Holden, our new Chief Growth Officer at Scholars of Finance. Prior to joining SOF in the spring, Jody spent 25+ years in financial services, including stints at Prudential, Citigroup & Bank of America where she specialized in Equity Research and Institutional Sales. In this conversation, Jody takes us back to the beginning of her career working as an analyst. She recounts how her early research roles gave her both broad industry exposure and a strong foundation of transferable soft skills, which she then leveraged to rise the ranks to become a Managing Director of Institutional Sales. “My job,” Jody says, “is to make sure we're here for as long as we can possibly be here, to make sure we get bigger & stronger.” Jody takes us behind the scenes into growing a non-profit membership organization like SOF, sharing her perspective on our mission, vision, and values–and unpacking her optimism for the future of our organization and our growth strategy. Ross & Jody also discuss the importance of building and sustaining high-trust, high-integrity relationships in collaborative leadership. Whether you're thinking about your first role in finance, curious about the future growth of our organization, or envisioning your own career ascent, we hope you'll enjoy this first conversation with one of our own team-members! 00:00 - Intro / SOF Role 8:52 - Early Career 13:40 - Sales and Client Relationships 19:19 - Mentorship and Women's Initiatives 26:24 - Wrap Up

Its Institutional themed this August here at the Glitter Ledger.  On this episode, I talk with my dear friend Mr Tommy O'Malley, Director of Institutional Sales at Polysign. Tommy is a former TradiFi guy who brought his deep knowledge to institutional adoption to the crypto ecosystem. PolySign is a financial technology company that provides investors with blockchain-enabled infrastructure in support of digital assets. The PolySign family of products includes MGStover and Standard Custody and Trust Co. MG Stover is a full-service fund administration firm built by former auditors and fund operators to deliver world class solutions to the alternative investment industry. 

On this Episode, I talk with my friend Dimitri, a fellow Anthony Pompliano Crypto Academy alumni about selling crypto to institutions. Anchorage Digital is the first cryptocurrency company to receive a federal bank charter from the Office of the Comptroller of the Currency. Dimitri discusses Anchorage's lines of business that span custody, trading, financing, staking, and governance. He also discusses how Anchorage helped Visa buy a cryptopunk. We also talk about the differences surrounding regulation and centralization, why institutional adoption is good for individuals and how to explain crypto custody at a dinner party.

JC Parets · An Interview With Trader Kimmy Sokoloff : Conversations with JC Parets Today we sit down and chat with Professional Trader Kimmy Sokoloff. I'm lucky to have known Kimmy for well over a decade, and we hit it off from the start. Kimmy went through the CMT program in the 90s. And funny enough, volunteered later on with the CMT Association to grade Level 3 exams, which are mostly essays. We joke that she most likely graded mine in 2007-2008. While I like to look out weeks and months for my timeframes, Kimmy focuses specifically on the hours and days. A 2 week trade for her is “Long-term”. We're both trained in similar ways, as CMT Charter holders. But our experiences are different. Kimmy spent most of her career in Institutional Sales and Trading. She spent decades on the phones all day with huge funds. So when Kimmy has something to say, we want to listen. I hope you enjoy this as much as I did. Click here return to the episode page If you enjoyed this, here's where else you can hang out with us: Subscribe to my Youtube Channel Listen to Technical Analysis Radio on Apple iTunes, Android, By Email, Google Play or Stitcher Join All Star Charts risk Free Follow @allstarcharts On Twitter Follow @allstarcharts On Instagram Have any comments or questions? Give us a call: (323) 421-7991