Podcasts about investment committee

Scott Wapner and the Investment Committee discuss the record setting rally as both the S&P and the Nasdaq hit new highs.  Plus Brian Belski defends his $6,700 price target on the S&P. And later, the desk debate what to do with Nike after the stock surges following their Fiscal Q4 report.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate their “New High Playbook” as stocks close in on another major milestone.  Plus, the desk discuss some of their stocks on the move. And later, Josh Brown reveals a new name for his “Best Stocks in the Market”Investment Committee Disclosures 

In this episode, Benoy Thanjan speaks with João Barreto, CEO of EDPR NA Distributed Generation, at the ACORE Finance Forum. They explore the rapid evolution of distributed generation (DG) in the U.S., community solar market trends, and how EDPR is deploying capital to meet growing clean energy demand. Topics Covered: The origin and growth of EDPR NA DG and its 12 GW+ installed capacity in North America Why distributed generation is a key complement to utility-scale solar and wind EDPR's strategic focus on Northeast and California DG markets Insights on the impact of the House tax bill on renewable investment timelines The policy-driven nature of community solar, and why California's program rollback was a missed opportunity EDPR's balanced strategy between greenfield development and co-development partnerships The challenge of navigating interconnection and permitting inconsistency across the U.S. How EDPR differentiates in the DG space through experience, local presence, and global customer relationships Perspectives on integrating storage with DG, and current limitations in markets like New York Key Quote: “Distributed generation is policy-driven—and understanding how to position in the right markets at the right time is what creates long-term value.” – João Barreto   Benoy Thanjan Benoy Thanjan is the Founder and CEO of Reneu Energy and he is also an advisor for several solar startup companies.  He has extensive project origination, development, and financial experience in the renewable energy industry and in the environmental commodities market.   This includes initial site evaluation, permitting, financing, sourcing equipment, and negotiating the long-term energy and environmental commodities off-take agreements. He manages due diligence processes on land, permitting, and utility interconnection and is in charge of financing and structuring through Note to Proceed (“NTP”) to Commercial Operation Date (“COD”). Benoy composes teams suitable for all project development and construction tasks. He is also involved in project planning and pipeline financial modeling. He has been part of all sides of the transaction and this allows him to provide unique perspectives and value. Benoy has extensive experience in financial engineering to make solar projects profitable. Before founding Reneu Energy, he was the SREC Trader in the Project Finance Group for SolarCity which merged with Tesla in 2016.  He originated SREC trades with buyers and co-developed their SREC monetization and hedging strategy with the senior management of SolarCity to move into the east coast markets.  Benoy was the Vice President at Vanguard Energy Partners which is a national solar installer where he focused on project finance solutions for commercial scale solar projects.  He also worked for Ridgewood Renewable Power, a private equity fund, where he analyzed potential investments in renewable energy projects and worked on maximizing the financial return of the projects in the portfolio.  Benoy also worked on the sale of all of the renewable energy projects in Ridgewood's portfolio.   He was in the Energy Structured Finance practice for Deloitte & Touche and in Financial Advisory Services practice at Ernst & Young.  Benoy received his first experience in Finance as an intern at D.E. Shaw & Co., which is a global investment firm with 37 billion dollars in investment capital. He has a MBA in Finance from Rutgers University and a BS in Finance and Economics from the Stern School of Business at New York University.  Benoy was an Alumni Scholar at the Stern School of Business.  João Salvação Barreto Chief Executive Officer, EDPR NA Distributed Generation João Salvação Barreto is the CEO of EDPR North America Distributed Generation, the distributed solar and storage business unit of EDP Renewables NA. Promoted to this role in June 2024, Barreto leads a fast-growing platform that manages over 280 MW AC of solar and storage assets across 25 U.S. states—with substantial expansions in key markets like New York, Maine, and Illinois.  He joined EDP in 2014 as part of its Global M&A and Corporate Development group. Over the next decade, he held leadership roles including Chief Commercial Officer, during which he oversaw major acquisitions such as Sunseap (now EDPR APAC) and C2 (now EDPR NA DG). He also chaired EDP's Investment Committee from 2020 to 2023, guiding the company's strategic investment priorities João's professional experience spans 23 years in real estate, 13 years in medical investments, and work in the defense industry, where he built relationships with international governments and organizations He holds a degree from the Nova School of Business and Economics and is fluent in leveraging his multidisciplinary background to advance distributed solar finance, partnerships, and grid resilience  Under his leadership, EDPR NA DG is focused on expanding its community solar, C&I, and behind-the-meter portfolios while emphasizing partnerships, innovation, and operational excellence. João is a frequent participant and speaker at industry finance events, including the Financial Times/Nikkei Investing in America Summit and Infocast Solar Power Finance & Investment forums, where he highlights the importance of distributed generation in the energy transition   Stay Connected: Benoy Thanjan Email: info@reneuenergy.com  LinkedIn: Benoy Thanjan Website: https://www.reneuenergy.com   João Salvação Barreto Website:  https://www.edp.com/en Linkedin:  https://www.linkedin.com/in/joão-salvação-barreto-90929a3b/ WRISE 20th Anniversary Gala Date & Time: Thursday, June 26, 2025 from 6:00 PM to 10:00 PM Location: Gotham Hall, New York City Occasion: Celebrating 20 years of championing women and underrepresented groups in the renewable & sustainable energy sector  Host & Highlight: Presented by Women of Renewable Industries & Sustainable Energy (WRISE); evening includes networking, recognition of community leaders, and celebration of industry milestones  The link to register is below. https://wrise20thanniversarygala.rsvpify.com/?mc_cid=2c22b50623&mc_eid=0dfa02be45&securityToken=qZn8wqQI1mC1uMRPyb08kNwbscQ23wtX

Scott Wapner and the Investment Committee debate the tech takeoff as the sector hits a new all-time high. Plus, Brian Belski calls in with his revised price target for the S&P 500.  And later, the desk debates the latest Calls of the Day.  Investment Committee Disclosures

Scott Wapner and the Investment Committee react to Fed Chair Jerome Powell's testimony on Capitol Hill today.  Plus, the desk debate the latest Calls of the Day. And later, Josh Brown reveals a new addition to his “Best Stocks in the Market.”

Scott Wapner and the Investment Committee debate the busy week for your money with investors watching the Middle East and the Fed Chair on the Hill over the next two days. Plus, we discuss the latest Calls of the Day. And later, the desk reacts to breaking news out of Qatar. Investment Committee Disclosures

The Investment Committee debate whether the market can hit new highs following the fed meeting and the uncertainty over Iran. Plus, the desk discusses how to trade some of their stocks on the move. And later, Josh Brown gives an update on one of his “Best Stocks in the Market”Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the outlook for stocks ahead of Chair Powell's Fed meeting today. Plus, the Investment Committee share their latest portfolio moves. And later, the desk discuss what the GENIUS act passage means for the crypto sector.   Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the edgy markets with weaker retails sales, the VIX rising, and tensions in the Middle East affect stocks. Plus, the Committee reveal their strategies so some of their stocks on the move. And later, Josh Brown gives us an update on some of his “Best Stocks in the Market” list.   Investment Committee Disclosures

In this special feature episode live from the NYSE, Tony and Jeb engage in a discussion focused on the current state and future outlook of private real estate, focusing on a positive overall outlook as declining valuations made asset values more attractive. They highlighted favorable sectors such as industrial, multifamily, and life sciences, while the office sector faced challenges. Jeb explains how the industrial sector showed resilience due to shifting trade patterns and long-term fundamentals, including e-commerce growth, the persistent housing shortage, and the trend of near-shoring and on-shoring.  Jeb Belford, Managing Director, is the Chief Investment Officer of Clarion Partners. He is an equity owner in the Firm, chairman of the Firm's Investment Committee, and a member of the Executive Board. From 2013-2021 Jeb was the lead Portfolio Manager of the Firm's open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Lion Value Fund, the Firm's value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm's Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984 at Winthrop Financial Associates, Boston, MA. Jeb has a B.A. in Mathematics and Religion from Dartmouth College. Enjoying Alternative Allocations? Please take a moment to rate and review us. Your feedback helps us deliver more insightful episodes on alternative investments! Resources: About Clarion Partners | Alternatives by FTAlternatives by Franklin TempletonTony Davidow, CIMA® | LinkedIn

Scott Wapner and the Investment Committee debate the path for stocks as the market rises with many variables in the background, from the Israel – Iran conflict, a Fed Meeting, and the G7.  Plus, the Investment Committee share their latest portfolio moves.  And later, we discuss the latest Calls of the Day. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the fallout of Israel's attack on Iran and the impact on stocks and other asset classes. Plus, we discuss the latest Calls of the Day and how to trade them.  And later, the Committee share their latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee are joined by Altimeter Capital's Brad Gerstner to discuss everything from the markets, to AI, to the future of his “Invest America” plan. Plus, the Committee detail their latest portfolioe moves.  And later, Chime Financial goes public in our hour, Leslie Picker joins us with the latest.  Investment Committee Disclosures

Frank Holland and the Investment Committee discuss the market reaching for new records with the S&P within 2% of an all-time high. Plus, Steve Weiss shares some of his latest buys. And later, we debate the latest Call of the Day on Goldman Sachs. Investment Committee Disclosures

Scott Wapner and the Investment debate the tech sector's surge over the past month, pushing stocks within distance of new highs. Plus, McDonald's getting a double downgrade to sell at Redburn Atlantic, it's our Call of the Day, the Investment Committee discuss how to trade the name. And later, the desk share their latest portfolio moves.  Investment Committee Disclosures

Scott Wapner and the Investment Committee are live in Cupertino, California at Apple's Worldwide Developer's Conference to debate what to expect from the company.  Plus, Stephanie Link details her latest portfolio moves. And later, we discuss the latest Calls of the Day.  Investment Committee Disclosures

Scott Wapner and the Investment Committee react to the news that President Trump and President Xi held a call discussing trade this morning. Plus, the desk making some major portfolio moves, they share the details. And later, we delve into the brewing fight between President Trump and Elon Musk.  

Scott Wapner and the Investment Committee debate stocks nearing all-time highs as the economy shows signs of weakening. Plus, Jim Lebenthal shares his latest portfolio moves. And later, the desk discuss what to do with some of their stocks hitting hot streaks. 

Scott Wapner and the Investment Committee debate the Summer Setup for stocks as another firm says record highs are coning in the months ahead. Plus, the Committee share their latest portfolio moves. And later, the desk debate the rideshare wars heating up, with Waymo, Uber and Tesla battling for dominance in the space. Investment Committee Disclosures

Courtney Reagan and the Investment Committee debate the Summer setup for stocks as we kick off a new trading month. Will there be a June swoon or surge?  Plus, Oppenheimer downgrading the banks, it's our Call of the Day. And later, the Committee share their latest portfolio moves.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the road ahead for stocks as we close out the best month for the market since November 2023.  Plus, we go live to Morgan Brennan's interview with JPMorgan CEO Jamie Dimon. And later, Scott Wapner brings you the latest from his interview with Third Point's Dan Loeb.  Mad Money Disclaimer

Scott Wapner and the Investment Committee debate the state of the AI trade following Nvidia's earnings report showing strong demand.  Plus, the Committee share their latest portfolio moves. And later, Josh Brown shares a stock that made it to his “Best Stocks in the Market” list. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the all-important Nvidia earnings report coming up tonight and how it could affect the market. Plus, Abercrombie & Fitch soars on earnings results, the desk debates the retail sector. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the big day for stocks as the President once again backs away from his tariff threat. Plus, Jim Lebenthal buys more Alphabet and defends his position in Cleveland-Cliffs. And later, Josh Brown shares a stock from his “Best Stocks in the Market.” 

Scott Wapner and the Investment Committee debate President Trump ramping up the tariff rhetoric against Apple and the EU. Plus, the Committee making some moves in the industrial sector, they share their latest trades. And later, Scott Wapner grades the Committee's May report cards.  Investment Committee Disclosures

Frank Holland and the Investment Committee debate the nest move for stocks as the S&P and Nasdaq snap their 6-day win streaks. Plus, the Committee discuss Tesla after David Faber's wide-ranging interview with Elon Musk yesterday.  And later, the desk shares their latest portfolio moves. Investment Committee Disclosures

Frank Holland and the Investment Committee discuss the road to record high as stocks take a breather following six straight days of gains for the S&P 500. Plus, Josh Brown has an update to one of his Best Stocks in the Market group. And later, the Committee share their latest portfolio moves. Investment Committee Disclosures

Frank Holland and the Investment Committee debate the Moody's Downgrade of America's credit rating and discuss what it means for the market. Plus, Bill Baruch buying a biotech name, he calls in to share the details. And later, the desk cover the latest Call of the Day on Netflix.   Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether the rally has legs as stocks continue to rebound. Plus, multiple moves from the Investment Committee – they share the details of their latest trades. And later, UnitedHealth having a tough week, the desk debates how to trade the name from here.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the road ahead for stocks and how rising rates could impact the market. Plus, the Investment Committee share their latest portfolio moves. And later, Josh Brown adds another stock to his “Best Stocks in the Market.”Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the markets run to new highs and how to navigate the move. Plus, we debate the latest calls of the day on Robin Hood, UnitedHealth, Abbvie and more. And later, the desk reveal their latest portfolio moves.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the next leg higher for stocks as new highs are in sight for the S&P. Plus, UnitedHealth hitting a new 52-week low, it's our Chart of the Day. And later, Josh Brown shares a new stock addition to his best stock in the market group.  Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss the stock surge as the tariff pause with China pushes the market higher. Plus, the Investment Committee share their latest portfolio moves. And later, a Call of the Day on JPMorgan Chase, with one market watcher saying it could be the first trillion dollar market cap bank. Investment Committee Disclosures

Frank Holland and the Investment Committee debate the market rebound and whether there's more room to run in stocks. Plus, the Committee share their latest portfolio moves. And later, we discuss a Call of the Day on Target, the desk shares their retail strategy.    Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether stocks can keep climbing as the U.S. and the U.K. announce a trade deal. Plus, the desk making some major portfolio moves, they reveal all the details. And later, Bitcoin back over $100k, the Committee discuss their Crypto strategy.  Investment Committee Disclosures

Scott Wapner and the Investment Committee debate whether it's time to get more bullish on stocks as trade talks with China are finally set. Plus, Disney surges on an earnings beat and Jim Lebenthal is buying more, it's our Chart of the Day. And later, Josh Brown reveals some of his latest portfolio moves. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks ahead of the Fed's decision tomorrow. Plus, Bill Baruch calls in with multiple moves in his portfolio, he shares the details. And later, the desk debates the latest Calls of the Day.   Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks as the S&P 500 goes for 10-straight days of gains. The experts detail their latest portfolio moves. Altimeter Capital Founder and CEO Brad Gerstner joins as the Halftime Headliner. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the rebound in stocks as the S&P 500 heads for its longest winning streak in 20 years. The experts detail their latest portfolio moves. CNBC Senior Markets Commentator Michael Santoli joins from Omaha with a special Midday Word ahead of Berkshire Hathaway's annual shareholder meeting. Calls of the Day include AutoZone, Roblox, Eli Lilly, Johnson & Johnson, and Quanta Services. NBC Sports host Mike Tirico is live in Churchill Downs ahead of the 151st Kentucky Derby. The Setup is on Ferrari, Zoetis, Elanco Animal Health.Investment Committee Disclosures

Scott Wapner and the Investment Committee discuss big tech as Meta and Microsoft drive stocks higher with Amazon and Apple on deck. Josh Brown highlights his Best Stocks in the Market. CNBC Senior Markets Commentator Michael Santoli joins with his Midday Word. The panel reacts to the day's biggest stock movers. Investment Committee Disclosures

Scott Wapner and the Investment Committee debate where the economy is heading as tariff turmoil sends GDP into the red. The panel take their position on big tech ahead of earnings. Karen Firestone details her latest portfolio moves. Calls of the Day include AppLovin, CoStar, Cheniere, Spotify, and Raymond James. The earnings setup is on Allstate, Eli Lilly, Amgen, Live Nation, and Exxon Mobil. 

How Do Operating Environments Impact Business Risk and Investment Decisions? In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Ryan Zabrowski, Director of Investment Committee at Krilogy. Ryan shares valuable wisdom from his decades of financial experience, as outlined in his book "Time Ahead: The Investor's Guide to Prosperity and Impact," and explains why understanding operating environments is crucial for achieving business success. Key Takeaways: → The risk of starting a business varies dramatically based on timing and operating environment, just as walking down stairs is different when they're covered in ice versus when they're dry → Business owners often overestimate future cash flows due to natural optimism - creating realistic scenario analyses with probability assessments is critical for long-term success → Understanding accounting is fundamental for business owners - it's the language of business that allows effective communication with bankers, investors, and financial partners → Young professionals must take responsibility for their growth and be committed to putting in extraordinary effort - successful careers require sacrifice and dedication → Having the right financial team in place (financial advisor, tax preparer, and estate planning attorney) who communicate effectively with each other can dramatically impact long-term wealth preservation Quote from Ryan: "I think we're a bit in the hand-holding culture. What we need to explain to young professionals is they have to take responsibility, or the majority of the responsibility, for their professional growth. Those goals associated with large amounts of income are very hard to achieve, and they take sacrifice, commitment, and hard work." How to Reach Ryan: Book: Time Ahead: The Investor's Guide to Prosperity and Impact (available on Amazon) Company: Krilogy Follow on social media by searching for "Ryan Zabrowski" or "Equity Tree" Learn more about your ad choices. Visit megaphone.fm/adchoices

Scott Wapner and the Investment Committee discuss whether stocks are poised for a major comeback as we mark the first 100 days for President Trump. Bill Baruch calls in with reaction to Spotify. Josh Brown details his latest portfolio moves. The panel debates the red-hot cyber trade. The Setup is on Eli Lilly and Shake Shack.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks and the moment of truth for mega-cap tech. Calls of the Day include Eli Lilly, UnitedHealth, and Chipotle. Bill Baruch calls in with a new trade ahead of earnings. The Setup is on Visa, AstraZeneca, Sherwin-Williams, and S&P Global.Investment Committee Disclosures

Frank Holland and the Investment Committee debate the latest news on the Trade Negotiations out of Washington and how it will affect the market. Plus, we discuss some key earnings on deck. And later, the Committee making multiple portfolio moves, they share the details.Investment Committee Disclosures

Scott Wapner and the Investment Committee debate the state of stocks in this highly volatile market. Plus, Alphabet earnings after the bell tonight, the desk debate how to trade the tech giant. And later, the Committee debate how to trade some stocks on the move today. 

Scott Wapner and the Investment Committee debate the new trade war headlines driving stocks sharply higher. Plus, the Committee share some of their latest portfolio moves. And later, we give you the setup on some key names reporting earnings this week. 

Scott Wapner and the Investment Committee debate the rebound for stocks as the Dow heads for its worst April since 1932. Plus, the desk debate Tesla's earnings report tonight. And later, Leslie Picker brings us an exclusive interview with Disney Chairman James Gorman.

Scott Wapner and the Investment Committee debate the shaky markets with rates, the dollar and earnings all closely watched by investors. Plus, the desk is making some moves amidst the volatility, they explain why. And later, Bitcoins moves higher as stocks slide, Tanaya Macheel joins us with the latest crypto news. 

Scott Wapner and the Investment Committee debate the state of the tech trade after Nvidia gets crushed. The experts detail their latest portfolio moves. The Chart of the Day is UnitedHealth and Steve Weiss calls in with his trade. Josh Brown adds a new name to his “best stocks in the market” list.