Podcasts about Investment Executive

NOLUTHANDO MTHONTI-MLAMBO speaks to Linda Eedes, Investment Executive, Foord Asset Management about how the National Treasury is likely to have to allocate more resources for state-owned companies (SOEs). See omnystudio.com/listener for privacy information.

·     Congress wrote a letter to the Treasury Department with recommendations on how best to implement the Biden Administration's August 9th Executive Order relating to the limit of the U.S. outbound investment into China.  For more information on this listen to today's Two Minutes in Trade.      

Amal Masri is a purpose-driven executive with 15 years of experience driving business growth strategies in the financial services industry. She is also the Founder of #FixTheBrokenRung, the only campaign that addresses the combined impact of racial and gender bias in the workplace by targeting the first level promotion. In both roles, Amal mobilizes teams to anticipate the needs of underserved markets and deliver first-mover solutions. Amal is also a nationally recognized keynote speaker, author, and industry expert featured in Investment Executive. --As always, thanks so much for tuning into Breaking Brave! If you like the show, please subscribe, review, and/or send us your suggestions or questions via the platforms below! For more from Marilyn Barefoot or to get in touch with her directly, please connect via:Marilyn's website: https://marilynbarefoot.com/ LinkedIn: https://www.linkedin.com/in/marilynbarefootbigideas/ Twitter: @MarilynBarefoot Instagram: @marilynbarefoot ABOUT Marilyn Barefoot, the Host of Breaking Brave:Breaking Brave is Hosted by Marilyn Barefoot, one of the foremost business coaches & creative ideators in North America - Marilyn gets hired by several of the world's biggest brands, companies, and organizations (the NHL, McDonald's, Deloitte, Coca-Cola, MTV, Viacom, The CFL, Forbes Magazine; to name just a few) to help them get unstuck and generate big, creative ideas.It helps us so much to have your feedback which goes a really long way in helping us shape the future of Breaking Brave and host the guests you're most interested in hearing from! So if you have the time, please subscribe, review, and connect with Marilyn on social media or through her website! And as always, thanks so much for tuning in!

Joining us today to discuss how he sees the technology sector panning out in 2023 is HyunHo Sohn, Portfolio Manager of Fidelity Technology Innovators Fund. In December 2022, HyunHo was named Mutual Fund Manager of the Year by Investment Executive magazine. It was a turbulent year for the tech sector in 2022. Soaring inflation, higher interest rates, and fears of a recession daunted consumers and investors, leading to mass layoffs within large-cap companies, and a market downturn that saw the Nasdaq 100 finish 32% lower on the year. Should investors be more optimistic about a tech bounce back in 2023, and what are some of the macro stories that could help or hinder tech this year? HyunHo answers these questions and more today with host Pamela Ritchie. HyunHo also comments on tech valuations, noting valuations are attractive right now, and his decisions are driven by focusing on company fundamentals with a long-term view. Also, how much are these valuations and fundamentals being controlled by macro variables. A few other topics touched on today include cybersecurity, mergers and acquisitions, and e-commerce trends. Recorded on January 12, 2023. Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-sohn-jan12-23.pdf At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Guest: Melissa Shin Despite the rise in popularity of do-it-yourself investing, most people still find comfort working with a professional investment advisor. But how do you choose the advisor that's right for you? And how do you know that your advisor really “gets” responsible investing? In this episode of 'Responsible Investing for a Sustainable Economy,' host Tim Nash speaks with journalist and editor Melissa Shin of Advisor's Edge and Investment Executive about how to find the right advisor and how to avoid those who are simply 'greenwashing' their investment opportunities. She suggests, among other tips, to use the Responsible Investment Association's online advisory tool to help you find the best person when it comes to managing your investments.

With hosts Wolfgang Klein and Jack Hardill.  Guests: Aubrey Hearn, Vice-President and Senior Portfolio Manager at CI Investments Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive's Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. *Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund's benchmark index.

Jason Guthrie is the Head of Digital Asset Product for WisdomTree in Europe. Guthrie oversees WisdomTree's digital assets efforts which include bringing new products to market, identifying opportunities to enhance existing products, driving distribution strategies, and leading client education and engagement on cryptocurrencies. He is responsible for efforts beyond the traditional product set and is actively pushing the digital asset agenda by pursuing alternative and strategic projects.Previously Guthrie was head of Capital Markets for WisdomTree in Europe for 4 years, where his team was responsible for ensuring clients had a smooth trade execution experience. Prior to joining WisdomTree, Guthrie worked at Deutsche Bank's ETF Capital Markets group as well as Macquarie Bank as an Investment Executive based in Sydney, Australia. Jason holds a Bachelor of Commerce (Finance) from Macquarie University in Sydney.In this conversation, we discuss:- FTX Bankruptcy - Asia dominating the crypto exchange landscape- WisdomTree's crypto and blockchain strategy- Employee headcount at major exchanges- SBF being Robinhood, acquiring distressed companies- News being broken on Twitter- The power of Twitter- Bringing traditional assets on chain- Making crypto more accessible to everyone- Tokenizing bonds- Interest rates affecting the bond market- WisdomTree Prime's digital wallet- Mass adoption needing trusted financial institutions- Peer-to-peer ecosystemsWisdomTree PrimeWebsite: wisdomtreeprime.comTwitter: @WisdomTreePrimeJason GuthrieTwitter: @GuthrieFiLinkedIn: Jason Guthrie  ---------------------------------------------------------------------------------  This episode is brought to you by PrimeXBT.  PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions.  Code: CRYPTONEWS50  This promotion is available for a month after activation. Click the link below:  PrimeXBT x CRYPTONEWS50

Dans cet épisode de Sujet Capital, James Parkyn et François Doyon La Rochelle discutent d'une variété de sujets à propos des placements et de la planification financière. Au programme : Actualité : Mise-à-jour sur l'utilisation du CELI, sa compréhension erronée et les erreurs courantes.   Sujet principal : Le guide de la « nouvelle retraite » pour les préretraités – Partie 1 Liens : I Spent 44 Years Studying Retirement. Then I Retired. - WSJ Plenty of TFSA room going unused | Investment Executive

In this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Update on TFSA's, Misunderstandings, and Common Mistakes Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part One   Links: I Spent 44 Years Studying Retirement. Then I Retired. - WSJ Plenty of TFSA room going unused | Investment Executive

In celebration of Black History Month, our guest for today is Eric T. McKissack. Eric is a graduate of the Berkeley-Columbia Executive MBA program. Currently, he is an Investment Executive and Independent Board Director at different companies and nonprofits, including FlexShares Funds and Morgan Stanley Pathway Funds. He is also a Board Member of McKissack & McKissack, a privately-held, family business that is a national architectural, engineering, and program and construction management firm.Even though he is an only child, Eric grew up in a large extended family of business leaders and entrepreneurs who had a strong family identity. In fact, his grandfather and great uncle were the first Black registered architects in the US. Because of the influence of the family business, Eric went to MIT for architecture but ended up in Sloan to pursue his own interests in business. He started in banking but then worked many years in investment management before starting Channing with his partners. He shares his journey from that pivotal moment, getting his executive MBA while founding an investment firm, how they overcame the challenges along the way, and how one can succeed in this space. This episode is valuable for people who aspire to start their own investment firms or join the board of directors as Eric shares his wealth of experiences and motivations to be in the boardroom of successful organizations.Episode Quotes:On starting his own investment firm“Another pivotal moment in my career, I got to a point where I felt that either I would stay where I was indefinitely, and that would be the duration of my career and be my experiences, or I could have the experience of starting a firm of my own. While I had joined Ariel early on, I was not a founder. And so, it was like a fork in the road kind of opportunity in my mind, and I took it.”On Channing, his investment firm, surviving the great recession“Certainly, starting a firm is challenging at any time and place. But also, the industry had changed a lot from early in my career. It wasn't long before the Great Recession hit, so there were a lot of challenges. Nevertheless, we were able to survive those. I always say that we got through that period, and Lehman and Bear Stearns didn't. So, we felt we had something to be proud of, to get through the great recession. And the firm continues on with my partners.”On investment markets being all about human nature“Sometimes, periods of overvaluation and undervaluation can last very long, longer than the patience of your clients. Clients may not be patient enough to recognize that there's a bubble brewing and want to go where they think the grass is greener, to another manager, or do a reallocation. Ultimately, markets are still about human nature no matter how much technology is introduced into the process. And human nature can sometimes lead to business outcomes that are not favorable even for the most talented investment managers.”On raising capital for their first fund as a minority-owned firm“There are always challenges raising money in any business or any investment entity. And I can't say that the challenges were strictly based on pure discrimination. But I think what often happens is that certain types of resumes get more of a path or more of a benefit of the doubt than others. That's not to say that doesn't happen for some diverse candidates, that they have the same kind of resumes, but that wasn't the background that I had.I came out of a minority-owned firm to launch another minority firm. And while that firm had a great track or reputation, I don't think we necessarily got the same benefit of the doubt. It was more like, "Okay, well, let's see what you can do in this new environment. And then we'll give you money if we like what we see."Who succeeds in founding their own investment firm and why“The people who are most successful at it are those that have been able to develop track records through prior experience and have the kind of blue-chip backgrounds. But very often too, it takes a certain person to decide they want to do that because if you're at a successful firm and you have a great track record, then a lot of people are very comfortable staying there because they are very often making very high compensation. There may be golden handcuffs. There are all kinds of reasons why starting a business is something you have to be highly motivated about.”Show Links:Eric on LinkedInHarlem Shuffle by Colson Whitehead Isabel WilkersonSupport this podcast at — https://redcircle.com/onehaas/donations

In this episode, we talk with Allison Graham, who is a keynote speaker, author and coach, working with C-Suite Leaders and their teams to inspire and empower a problem-solving culture.  THOUGHT #1“When Opportunity Presents Itself, Talk Yourself In, Don't Talk Yourself Out.”THOUGHT #2"Be the Kind of Person Who Dares to Face Life's Challenges and Overcome Them Rather than Dodging Them.” - Roy T. BennettCONNECT:Website: AllisonGraham.coBook: Take Back Your Weekends: Stress Less, Do More, Be HappierInstagram: AllisonDGrahamLinkedin: Allison GrahamTwitter: @AllisonDGrahamYouTube: Allison GrahamBRAND & RESOURCE MENTIONS:"It's All Coming Back to Me Now" (Celene Dion) - YouTubeComcast - xfinity.com"Livin' On a Prayer" (Bon Jovi) - YouTubeDr. Suess - Wikipedia.org Salvation Army - SalvationArmyUSA.orgHard Rock International – HardRock.comSteve Cockram (GiANT Worldwide) - LinkedInMaybelline - Maybelline.comRoy T Bennett - GoodReads.comNational Funeral Directors Association - nfda.orgBooky Call - https://www.bookycall.combookstarPR - bookstarPR.comThoughts That Rock – ThoughtsThatRock.comCertified Rock Star - CertifiedRockStar.comLeadership That Rocks: Take Your Brand's Culture to Eleven and Amp Up Results (Jim Knight) - LeadershipThatRocksBook.comCulture That Rocks: How to Revolutionize Your Company's Culture (Jim Knight) – CultureThatRocks.comBlack Sheep: Unleash the Extraordinary, Awe-Inspiring, Undiscovered You (Brant Menswar) - FindYourBlackSheep.comRock ‘n Roll With It: Overcoming the Challenge of Change (Brant Menswar) – RocknRollWithIt.comCannonball Kids' cancer – CannonballKidscancer.orgBig Kettle Drum - BigKettleDrum.comSpectacle Photography (Show/Website Photos) – SpectaclePhoto.comJeffrey Todd “JT” Keel (Show Music) - JT KeelALLISON GRAHAM'S BIO:Allison Graham works with C-Suite Leaders and their teams to inspire and empower a problem-solving culture. The result is increased productivity, lower levels of destructive stress and minimized risk of burnout and team turnover. Her concepts are proven to build resilience and amplify personal capacity. Through keynote speeches and training programs, expect Allison to deliver inspirational, thought-provoking concepts mixed with actionable, practical insights that will have lasting impact. Her latest book Take Back Your Weekends: Stress Less, Do More, Be Happier is giving people across the globe hope that you can be successful and still have a life! You may recognize Allison from media outlets like Global News, Investment Executive and Fast Company. You can connect with Allison Graham on LinkedIn where she's most active. AllisonGraham.co/linkedin or on her website at AllisonGraham.co 

Azvalor Asset Management Azvalor AM is an independent employee-owned investment management firm with offices in Madrid and London. Founding partners Alvaro Guzman and Fernando Bernad delivered top decile long-term returns at their previous firm Bestinver, prior to founding Azvalor in 2015. Their long-term valuation oriented investment portfolio is focused on bottom-up stock picking, implemented through extensive proprietary company research in out of favour segments of the global equity market. Guzman and Bernad were recently featured in Ronald Chan's book "The Value Investors: Lessons from the World's Top Fund Managers." Javier Saenz de Cenzano, CFA Javier has more than 20 years of experience in manager selection at firms like Russell Investments and Morningstar. He joined Azvalor in 2018 to lead Azvalor Managers, a fund that partners with four out of the radar boutique-type managers selected through an in-depth and purely qualitative process. Chris Mittleman - Mittleman Investment Management, LLC Chris Mittleman serves as the Chief Investment Officer for Mittleman Investment Management, LLC and directs investment policy, research and portfolio management for the Firm. Chris is also the Chief Investment Officer of Aimia Inc. (TSX: AIM) and serves on the company's Board of Directors. Aimia Inc. is the parent company of Aimia AM Holdings, Inc. which owns Mittleman Investment Management, LLC. Chris has provided investment strategy and portfolio management for more than thirty years to clients including high net worth individuals, corporate pension plans, foundations and endowments, and other institutional investors. Chris managed private client portfolios for Spencer Clarke, LLC as Senior Vice President of Investments from 2002 until 2005, when he co-founded Mittleman Investment Management, LLC with his brother, Phil Mittleman. Prior to that, Chris was an Investment Executive at UBS (PaineWebber) for twelve years. He began his career in 1990 at Shearson Lehman Hutton, after attending Phillips Exeter Academy, and The Pennsylvania State University. Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here: https://www.gurufocus.com/membership/new/index.html#/?utm_campaign=podcast Watch the full live stream: https://youtu.be/COhoNudD8vA

EPISODE #43 - Everything Crypto with Anthony “Pomp” Pompliano In this episode of The Innovators Behind Disruption, we explore the current cryptocurrency landscape and what's next for bitcoin and ether with Elliot Johnson and keynote speaker, Anthony “Pomp” Pompliano. TIMESTAMPS: 0:00 Opening remarks 1:53 Key opportunities and challenges in bitcoin 7:25 Nation-state adoption of bitcoin & regulations 18:33 Bitcoin adoption in industries 19:35 US ETFs 22:53 Canadian cryptocurrency ETFs 27:40 Institutional adoption of cryptocurrency 33:26 Financial advisors & investing in cryptocurrency 41:24 Closing remarks GUEST SPEAKERS: Anthony “Pomp” Pompliano, Entrepreneur and Technology Investor – The Pomp Podcast Anthony “Pomp” Pompliano is an entrepreneur and technology investor. Most people simply call him “Pomp.” Pomp currently manages an investment portfolio valued at more than $500 million, including investments in many of the largest companies across the bitcoin and crypto industry. He also hosts the popular podcast “The Pomp Podcast,” which has been downloaded more than 20 million times. He writes a daily letter that is read by more than 150,000 investors each morning. Pomp's interests lie at the intersection of finance, technology, entrepreneurship, and economics, which he tweets about extensively to his more than 1.1 million followers. Elliot Johnson, CIO & COO - Evolve ETFs Elliot is Chief Investment Officer and Chief Operation Officer at Evolve ETFs. Prior to joining Evolve ETFs, Elliot was Senior Vice President, Retail Markets at Fiera Capital Corporation, a prominent Canadian investment management firm. Elliot has been a featured guest on BNN Bloomberg and featured in top publications such as, Toronto Star, Yahoo Finance, Benzinga, Investment Executive, Wealth Professional and Motley Fool. Elliot is also a frequent guest on various industry webinars, ETF panels, wealth and cryptocurrency podcasts, including Jessica Moorhouse and BTC Media.

Derek is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania's Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street's largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.Learn More: https://www.triumphcapitalmanagement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-derek-eichenwald-ceo-and-senior-investment-executive-with-triumph-capital-management

Derek is a graduate of Colorado State University with a Bachelor's degree in Business Administration with a focus on Finance and Real Estate. Mr. Eichenwald holds a Retirement and Estate Planning Certificate from the University of Pennsylvania's Wharton School of Business. He holds the following security licenses Series 7, 66 and 24 registrations and is also licensed to offer life, disability, health, and long term care insurance.Mr. Eichenwald has enjoyed a long career in financial services. He has worked at some of Wall Street's largest financial institutions including Raymond James, AXA Equitable, and Salomon Smith Barney. He manages wealth for individuals, corporations and non-profit institutions. Mr. Eichenwald assists clients of Triumph Capital Management on their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques.Learn More: https://www.triumphcapitalmanagement.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-derek-eichenwald-ceo-and-senior-investment-executive-with-triumph-capital-management

Episode 33: Dr. Thomas William Deans is the author of the all-time best-selling family business book, Every Family's Business  and Willing Wisdom. Having delivered more than 500 convention keynotes and seminars in 14 countries he has built an international reputation as a thought leader on the subject of intergenerational wealth transfer. Dr. Deans work has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive and The New York Times and a frequent guest on CBC, MoneyLine and BNN. Want to learn more about Dustin? Visit his website here

“In that moment with that advisor, I made a decision that I wanted to be wealthy… and I've not looked back.”—  Jackie PorterJackie Porter may have found her way into finance accidentally — but she quickly realized how powerful it is to understand how money works and how to build wealth.Now she works to empower other women to become financially literate, take control of their money, and position themselves for a comfortable retirement. Jackie's book, Single by Choice or Chance: A Smart Woman's Guide to Living Longer, Better, was written to help women design life plans that help them achieve not only their financial goals, but their career, relationship, and other personal goals.It's a mission that Jackie takes very seriously."People feel very intimidated talking about their finances, especially if they don't feel they did things right or correctly,” Jackie explains. “Maybe they're going through a divorce and trying to recover their circumstances, or their business isn't where they want to be... let's just think about the future you want to create — what do you need to do to get there?”In‌ ‌this‌ ‌episode,‌ ‌you'll discover:‌ ‌>  The differences between female millennials & boomers when it comes to money and entrepreneurship >  The importance of finding your financial tribe & choosing professionals who are a good fit for your account>  Questions you should ask your finance professional — and questions they should ask youAbout Jackie PorterJackie Porter is an award-winning Certified Financial Planner, author, mentor, and speaker with 23 years of experience. She's helped thousands of clients keep thousands of dollars in their pockets. As the ‘Financial Confidante', her advice and strategies have appeared in top publications such as Forum, Wealth, Professional, Investment Executive, The Toronto Star,  and The Globe & Mail. She shares her advice at conferences, in radio interviews, and on podcasts and television programs, and won the 2019 Wealth Professional Female Trailblazer of the Year award.Highlights:‌ ‌01:40  Meet Jackie Porter03:53  Women, finances & typical clients05:42  Generational differences06:40  Money, shame & sexism08:00  Choose the right professional10:10  Single by Choice or Chance12:36  Get to know your professional14:49  Jackie's products & process16:46  No savings/pension18:59  The accidental advisor25:30  TakeawayLinks:‌ Jackie Porterhttps://askjackie.cahttps://www.facebook.com/jackieportercfpTwitter/Instagram: @jackieportercfpSingle by Choice or Chance: A Smart Woman's Guide to Living Longer, Betterhttps://amzn.to/2QYhOQyThe 5-Step Roadmap to Biz Finance Freedomhttps://melissa-houston-cpa-cga.mykajabi.com/5-step-roadmap-to-biz-finance-freedomWork with mehttps://www.melissahoustoncpa.com/work-with-meCheck out thebusinesssociety.co for more resources for business owners.Want more tips and inspiration? Follow me on Twitter @melissahcpa and Pinterest @melissahoustoncpacga and visit my website: https://www.melissahoustoncpa.com.

Is it possible to hedge your investments against different levels of inflation? This is the question we ask in today's episode, as we run through a variety of different investment approaches and commodities. While the answer may not come as a huge surprise, it is definitely worth the walk-through and getting to grips with what the literature can tell us in each scenario. After rounding up some news and a few reviews relevant to our usual subject matter, we dive straight into this topic, tackling the performance of stocks and bonds, gold, international stocks, value stocks, and more! We also share some general thoughts and questions to ask during periods where inflation is high, before positing our view that there is no single successful hedge against inflation, but rather our usual position of an adjusted and diversified portfolio will serve you as well in this regard as in others. We finish off this episode with a few of our usual quick cards, and this week's disturbing bad advice! So tune in to hear all about what you should know about expected and unexpected inflation and a whole lot more!   Key Points From This Episode:   The exciting recent decisions around succession that were made at PWL! [0:00:22.4] Ben's review of Greg McKeown's new book Effortless and Netflix's Money, Explained. [0:04:51.7] A quick round up of some big money news from around the country. [0:08:25.2] Reflecting on the recent performance of Wealthsimple portfolios. [0:13:26.6] 'The ultimate inflation hedge'; looking at returns under different conditions through the years. [0:19:50.1] Looking at the performance of stocks and bonds during high inflationary periods. [0:25:04.6] What to do and what to ask in situations with higher-than-expected inflation. [0:32:21.0] Weighing the value of gold as an inflation hedge; 'The Golden Dilemma' and 'The Golden Constant'. [0:39:50.3] The performance of international stocks during a period of high inflation. [0:44:05.8] What the research shows about value stocks and and their relation to inflationary periods. [0:45:55.2] The answer to the question: no perfect hedges against inflation! [0:52:04.7] Today's cards; saving versus spending, and tools versus treasures. [0:55:20.3] Bad advice of the week courtesy of the Investment Executive! [0:56:56.0]

Discover the world of Mutual Funds! Nolan, Jesse, and Katy give you an insight on what a Mutual Fund is, how it works and where you might see them. We also introduce a new segment, the Lagniappe Lounge, where a couple of on topic questions are asked to a friend of the show. As the answers come in we explain what's right and wrong.Investors should carefully consider the fund's investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing. A diversified portfolio does not assure a profit or protect against loss in a declining market.Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.The views depicted in this episode are for information purposes only and are not necessarily those of Cetera Financial Specialists LLC. They should not be considered specific advice or recommendations for any individual. Neither Cetera Financial Specialists LLC, nor any of its representatives may give legal or tax advice.Music by:Still Pickin by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/5707-still-pickinLicense: http://creativecommons.org/licenses/by/4.0/  

What's your relationship with money?Can I be honest with you for a moment? I feel like I knew nothing about money too. In today's episode, Jackie shares some real truths about your financial journey. There will definitely be some questions that you may want to ask your spouse, your parents, and even your children in order for us to change the bad relationships we have had with money. The bad money relationship left us not knowing...~ How to handle it ~ What it really took to get it ~ What it took to keep it~ How to invest it When we share these money truths there is no need to feel ashamed. Having a confidant who we can have an honest dialogue with about money can be what helps you to break through the financial barriers. It saves us from having to learn a lot of money lessons the hard way. "I had an immigrant mother who basically taught me how to work hard for my needs, but never how to make money work for me."Having financial security became a top priority for Jackie as she entered the finance industry. Working multiple jobs to "make ends meet" was what she, and many of you, grew to understand as the right way to make money. This quest for a better understanding of money led Jackie to build her own seven-figure business. What are some of the common muddy myths you have received from- Your parents - Your school - Your neighborhood - Social Media - Your FriendsWe are learning more and more that many of those we saw "flossing" was actually broke. Social media influences share stories of having tons of followers but not making enough money to pay their bills. Following the masses will have you buying and spending instead of saving and investing. Conversations matter when it comes to shifting your relationship with money. Talk to someone who is making the money that you wish to make and take note of how the conversation may differ from a finance conversation with a friend. Books like "Rich Dad, Poor Dad" shifted how we look at conversations around money. Where do you start?Know your numbers - when you take a look at your assets and revenue it light a fire within youGet help - and no I am not talking about that Aunt that does everyone's taxes. Talk to a financial planner. Look at your expenses - Now is a great time to slash bills and get rid of unnecessary payments (Yes, that includes the cable or gym sometimes) Make a commitment - to your family, your business, your clients and to you This may also require you to get comfortable with the "B" word...budget! (Jackie loves calling it a spending plan because of the negative feeling that comes with the word budget) This allows you to make room for crisis situations as well. When we are better prepared we tend to spend less than when we are emotionally charged by an unplanned event. It opens up the opportunity for us to live below our means in order to live however we want to later on. Meet Jackie:Jackie is an awarding winning financial planner, best selling author and speaker who has helped thousands of clients grow their net worth, build a fortress around their finances, and keep more of their cash in their pocket!She has been featured on CBC, Sun TV, and BNN. Jackie is also a regular contributor to Investment Executive, Wealth Professional, and The Globe and Mail. Jackie recently named Mackenzie Female Trailblazer of the Year for 2019. Co-author of Single by Choice & Chance, Jackie is a leading expert in women and money, and a powerful voice in the world of women's financial empowerment.Social Media Handles (LinkedIn, Facebook, etc.)Facebook: https://www.facebook.com/askjackieporterTwitter:https://twitter.com/askjackieporter LinkedIn:www.linkedin.com/in/askjackieporter Instagram:@iamjackieporter

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Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies. Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as Forum, Wealth Professional, Investment Executive, and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts, and television programs such as CBC, Sun News, and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. Jackie co-authored “Single by Choice or Chance, the smart woman’s guide to living longer better”. Raised by a single mom who passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. Since she had to become financially independent at such a young age she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity. In this episode, Jackie shares her journey on how she created a 7-figure net worth out of very humble beginnings.  We dive into how money can trigger difficult emotions and feelings of shame, embarrassment when we feel out of control or uneducated about how to leverage money to work for us. Too often, our self-worth is entangled in our bank balance and limiting beliefs about money. Listen in as Jackie shares powerful insights and specific strategies you can start working on today to help you remove barriers holding you back from designing and owning the financial future you desire.  

Jackie Porter is an award-winning financial planner who has been in the financial industry for the past 22 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. Her practice focuses on cash flow management and tax planning strategies. Jackie is one of Canada’s most recognized financial planners. Her advice and financial strategies have been featured in top financial publications such as, Forum, Wealth Professional, Investment Executive and The Globe & Mail. Many have benefited from her sound and actionable financial advice offered at business conferences, radio interviews, podcasts and television programs such as CBC, Sun News and BNN. Jackie has also been awarded winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. Jackie co-authored "Single by Choice or Chance, the smart woman’s guide to living longer better". Raised by a single mom who passed away when Jackie was in her teens led Jackie to learn important lessons about becoming financially independent very early in her life. Since she had to become financially independent at such a young age she was hungry to learn the principles of real wealth and saw the profession as her golden opportunity. Jackie now shares her journey on how she created a 7-figure net worth out of very humble beginnings. She shares insights and real-life stories on how to build a financial fortress in this age of uncertainty by learning the basic principles of real wealth. Click here to learn more!

Our guest today is Valerie Rivera, COO of Freedom Street Partners & Investment Executive, RJFS. With 18 years in the Financial Services industry, Valerie is Series 7, 66 and 63 licensed. Valerie obtained her Bachelor’s Degree in Finance at Ramapo College of New Jersey. She moved from New York to Virginia in 2002 where she … The post Ep. 104 – Freedom Street Partners & Investment Executive, RJFS COO, Valerie Rivera appeared first on COO Alliance.

In this interview, Sam Broom, Investment Executive with Sprott Global, shares his current outlook on the resource sector. Because Sam spent his early career as an engineering geologist in both New Zealand and Australia, he offers a unique and informative perspective particularly for North American resource investors. Sam also has a keen interest in charting and technical analysis and that focus comes through in his commentary. 0:05 Introduction 0:55 2020 junior mining sector outlook 6:33 Industrial metal investing opportunities 10:02 Bullish commodity charts? 11:49 Trade war’s impact on finding entry points 13:10 Commentary on recent major miner M&A 16:03 Commentary on Newmont Goldcorp’s $1B stock buyback 18:12 Commentary on Australian Miners 21:09 Sector sentiment observations from a broker’s perspective Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

This week we're taking a look at the world of finance and investment for businesses across the county. Gavin Doherty, the newly appointed Investment Executive for the Western Development Commission (WDC) Investment Fund joins Breifne to discuss what the WDC is all about. Gavin talks about the various range of potential investment and loan opportunities which exist for businesses in the western part of the country within the offerings of the WDC. He details the type of businesses which might be in a position to avail of these supports and the advantage that his appointment to the north west region will create for businesses in Leitrim, Sligo, Donegal and Roscommon. He was in The Hive in Carrick on Shannon as part of a series of presentations to local businesses who might be interested in progressing towards an investment from his organisation. This series will be repeated early in 2020.

Carte Wealth Management Inc. advisor Jackie Porter named Female Trailblazer of the Year Mississauga, Ontario, July 31, 2019 – Carte Wealth Management Inc. (“Carte Wealth”) is pleased to announce that Jackie Porter, CFP was named winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. These awards celebrate the top advisors and wealth management professionals across the country. Each year more than 1,000 professionals vie for a place in one of the 20 award categories. The Female Trailblazer category recognizes advisors who demonstrate the promotion, influence and championing of women within the wealth management and financial planning industry. “I am honoured to have been chosen for this award,” says Porter. “It’s a confirmation that my commitment to delivering top-notch service and the very best value to my clients, as well as my dedication to educating women about financial issues, have been acknowledged by the industry, and I’m very grateful to have that recognition.” In addition to her work with families, professionals and businesses in the Greater Toronto Area, Porter’s financial advice and strategies have been featured in top financial publications, including The Globe and Mail, Wealth Professional, Investment Executive, and the Ontario Bar Association. She is also a speaker and recently co-authored the book, Single by Choice or Chance: The smart woman’s guide to living longer, better. “This award is validation of Carte Wealth’s commitment to hiring top-tier advisors and providing the resources and support that help them achieve professional success,” says Kirk Purai, President of Carte Wealth Management Inc. “I am very happy for Jackie and incredibly proud to have her as a member of our Carte team!” About Carte Financial Group Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, Quebec and Saskatchewan, providing clients with mutual funds, Exchange-Traded Funds (ETFs), principal protected notes (PPNs), guaranteed investment certificates (GICs), and private placement. Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions. Carte is ranked as the #1 Full-Service Independent Dealer with Investment Executive’s Dealer Report Card. Are you ready to grow your business? Carte cares - just ask our advisors! www.CartePartners.ca

In this interview, Sam Broom, Investment Executive with Sprott Global, shares his current outlook on the resource sector. Because Sam spent his early career as an engineering geologist in both New Zealand and Australia, he offers a unique and informative perspective particularly for North American resource investors. Sam also has a keen interest in charting and technical analysis and that focus comes through in his commentary. 0:05 Introduction 1:24 Discussing private placements 5:48 How much cash should explorers have in the treasury before you invest? 7:37 Most bullish chart based only on technical analysis 10:02 Current thoughts on cobalt and nickel 12:14 Australian mining markets 18:15 How can one profit from the trade war? 21:16 Discussing change of control fees Learn about the 2019 Sprott Natural Resource Symposium: http://www.cvent.com/events/2019-sprott-natural-resource-symposium/event-summary-383b30cc6a2e462a931d5591357336d8.aspx?RefID=mse19 Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 The content found on MiningStockEducation.com is for informational purposes only and is not to be considered personal legal or investment advice or a recommendation to buy or sell securities or any other product. It is based on opinions, SEC filings, current events, press releases and interviews but is not infallible. It may contain errors and MiningStockEducation.com offers no inferred or explicit warranty as to the accuracy of the information presented. If personal advice is needed, consult a qualified legal, tax or investment professional. Do not base any investment decision on the information contained on MiningStockEducation.com or our videos. We may hold equity positions in and/or be compensated by some of the companies featured on this site and therefore are biased and hold an obvious conflict of interest. MiningStockEducation.com may provide website addresses or links to websites and we disclaim any responsibility for the content of any such other websites. The information you find on MiningStockEducation.com is to be used at your own risk. By reading MiningStockEducation.com, you agree to hold MiningStockEducation.com, its owner, associates, sponsors, affiliates, and partners harmless and to completely release them from any and all liabilities due to any and all losses, damages, or injuries (financial or otherwise) that may be incurred.

In 1969, Thomas W. Jones (Questrom’78) stood firmly at the center of the armed student takeover of Willard Straight Hall at Cornell University. Pulitzer Prize-winning images of Jones and his fellow classmates emerging from the student union after a peaceful resolution powerfully captured widespread frustration over stalled civil rights efforts. Upon leaving Cornell, Jones entered the financial services industry, earned his MBA from Boston University, and continued to break new ground as a pioneering African American executive atop renowned firms like John Hancock, TIAA, Citigroup, and more. Jones recently published a memoir, From Willard Straight to Wall Street, and he joined us on Proud to BU to explore his remarkable journey. You can purchase Jones’ new memoir, From Willard Straight to Wall Street, online or find it in your local bookstore. You can also learn more about the book and keep up with his speaking engagements on Facebook. For more on the Proud to BU podcast, visit bu.edu/alumni/podcast. A transcript of this episode is also available. Please note, transcripts may be edited for clarity and do not represent a verbatim record of dialogue.Listener Survey: We want to hear from you! Complete a 3-minute survey and claim your pair of our custom-made limited edition Proud to BU podcast socks!Support the show (http://www.bu.edu/give)

Jackie Porter is one of Canada’s most recognized, award-winning financial planners, the founder of Ask Jackie, and the co-author of Single by Choice or Chance: The smart woman’s guide to living longer, better. She has worked in the financial services industry for nearly 20 years, serving thousands of families, businesses, and professionals in the Greater Toronto Area. She has been featured in various publications including Wealth Professionals, Investment Executive, Forum, and The Globe & Mail and has shared actionable, easy-to-understand advice at business conferences as well as on TV, radio, and through the podcast medium.   Jackie joins me today to discuss the importance of financial resiliency and how you can put a plan in place to become financially resilient. She discusses the uncertainty and disruptiveness of modern times and explains how you can put a financial plan in place to prepare for the unexpected. She also explains the importance of living below your means, developing a savings plan, and why people should plan for future events, such as starting a family and getting married. “Expect uncertainty; expect disruption and build a fortress around your finances so you can be more equipped to deal with life’s setbacks.” - Jackie Porter This Week on Young Money:   How Jackie helps people understand their finances. The meaning of financial resilience and why it is essential to be prepared for disruption and uncertainty. How to build a fortress around your fortune and make the most of the resources you have. Strategies to improve your financial resiliency. Why it is crucial for women to review their finances and plan for retirement. Why you should live below your means and include a savings element in your financial plan. Common myths and misconceptions regarding financial resilience. Why you should consider the best-case and worst-case scenarios when creating your financial plan. Key takeaways:   Be prepared for uncertainty. Think bigger and think long term. Pay attention to the financials of the company that employs you. Live below your means. Be a keen observer of what is going on and take responsibility. Spend money on what you value. Resources Mentioned:   EP036 Kelley Keehn with 5 Ways We Sabotage Our Finances Connect with Jackie Porter:   Ask Jackie Jackie Porter on Twitter Jackie Porter on Facebook Jackie Porter on LinkedIn Jackie Porter on Instagram Rate, Share & Inspire Other Young Millionaires-in-the-Making   Thanks for tuning into the Young Money Podcast - the advice show for young millionaires-in-the-making! If you enjoyed this week’s episode, head over to iTunes and leave us a rating and review. Visit our website to learn how easy it is to leave a review on iTunes.   Don’t forget to share your favorite episodes on social media! Subscribe to the Young Money Podcast on iTunes so you never miss an episode and reach out to us on Facebook, Twitter, LinkedIn, our Linkedin Company Page, or by visiting our website.

Jacqueline Porter, CFP®, Carte Wealth Management  In our society, women still are expected to get married as a way of securing their financial future. However, the modern day woman is often putting off marriage until her career is established or forgoing walking down the aisle altogether. In this episode, Jackie Porter talks with Kathleen about how the myth that single women can’t be financially successful without a man hurts her clients and why she has dedicated her career to empowering women to be money smart. Key Take Aways: Women should invest time to learn more about money and investing. You may know you should be more actively involved in your financial life, but not take action. Listen to Jackie highlight the real financial implications of not proactively managing your money – whether single or married. If you are in a committed relationship, it is vital to break money silence with your partner. Ideally, talk about money with your partner before you walk down the aisle. Discuss how each of you will stay involved in the money decisions, and what would happen should you decide to split. It may not sound romantic but discussing finances with your partner can increase intimacy. Listen and find out how.  Learning more about finance can be fun! Jackie offers a great event for clients that includes a night out at the theater. Find out more about how you can combine entertaining activities with financial lessons.  Jackie Porter is an award-winning financial planner and for 18 years serving thousands of families, established businesses, and professionals in the Greater Toronto Area. She is the co-author Single by Choice or Chance, the smart woman’s guide to living longer, better. As one of Canada’s most recognized financial planners, her advice has been featured in top financial publications such as Forum, Wealth Professional, Investment Executive, and The Globe & Mail. Special Announcement: New Website with Educational Resources - Jackie is excited to announce the launch of her new website – Ask Jackie . Visitors are invited to return again and again to benefit from resources for people in life transitions such as divorce and sudden unemployment, and single women who want to improve their financial IQ. Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC Disclosure: Please note that the links above may be affiliate links, and at no additional cost to you, I will earn a commission if you decide to make a purchase after clicking through the link.

Steve Todoruk is an Investment Executive with Sprott Global Resources. In this interview, Steve explains how he chooses to identify and invest in new discover plays. Send questions and comments to: question@sprottmedia.com Watch Steve's video here: https://youtu.be/7shIxLrH8KU

Steve Todoruk is an Investment Executive with Sprott Global Resources. In this interview, Steve explains how he chooses to identify and invest in new discover plays. Send questions and comments to: question@sprottmedia.com Watch Steve's video here: https://youtu.be/7shIxLrH8KU

In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill.  That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies.   Learn more about Jason Stevens and Sprott Global here.   Or you can find them here: LinkedIn Twitter: @js_sprottglobal     About Jason Stevens   Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources. Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists.  A dedicated self-starter, Jason started his career with Sprott on the equity trading desk where he honed his understanding of domestic and foreign equity, commodity and currency markets. Jason has been a featured contributor to industry sites such as Resource Investing News, Financial Survival Network, and The Contrarian Investor Podcast. Jason is a supporter and promoter of the Austrian School of Economics and spends his free time instructing Krav Maga, the official self-defense system of Israel Defense Force. Sprott Global Resource Investments is a boutique investment firm specializing in natural resource investments including precious metals, base metals, oil & gas, agriculture, water, and alternative energy.  Sprott Global’s clients include small and large individual and institutional investors who want a portion of their portfolio invested in natural resource sectors, especially in junior exploration companies.

In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill.  That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies.   Learn more about Jason Stevens and Sprott Global here.   Or you can find them here: LinkedIn Twitter: @js_sprottglobal     About Jason Stevens   Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources. Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists.  A dedicated self-starter, Jason started his career with Sprott on the equity trading desk where he honed his understanding of domestic and foreign equity, commodity and currency markets. Jason has been a featured contributor to industry sites such as Resource Investing News, Financial Survival Network, and The Contrarian Investor Podcast. Jason is a supporter and promoter of the Austrian School of Economics and spends his free time instructing Krav Maga, the official self-defense system of Israel Defense Force. Sprott Global Resource Investments is a boutique investment firm specializing in natural resource investments including precious metals, base metals, oil & gas, agriculture, water, and alternative energy.  Sprott Global’s clients include small and large individual and institutional investors who want a portion of their portfolio invested in natural resource sectors, especially in junior exploration companies.

In Episode 4 of Accredited Investor Markets Radio, our host, Chris Cahill, explores investing in natural resources with Jason Stevens. Jason is an Investment Executive with Sprott Global, a U.S. broker-dealer focused on natural resource sectors including precious metals, base metals, oil & gas, agriculture, water, and alternative energy. Their discussion focuses on how to evaluate investment opportunities in different types of natural resources, including uranium, and what options or risks there are to potential Accredited Investors.Learn more about investing in alternative assets by visiting us at www.aimkts.com Learn more about Jason Stevens by visiting http://sprottglobal.com/our-team/jason-stevens/ Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources. His article, “Food Scarcity Risk Creates Need for Investment” can be found here. Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists.  A dedicated self-starter, Jason started his career with Sprott on the equity trading desk where he honed his understanding of domestic and foreign equity, commodity and currency markets. Jason has been a featured contributor to industry sites such as Resource Investing News, Financial Survival Network, and The Contrarian Investor Podcast. Jason is a supporter and promoter of the Austrian School of Economics and spends his free time instructing Krav Maga, the official self-defense system of Israel Defense Force.

Joining Michael Salamone on the podcast for a chat on September 16, 2014  were two dear, long-tme friends: Stage actor Owen Niland and TV guru Brian Rovegno. On the table was Urban Outfitters and Kent State, U2 hacking iPhones, Miss America, Fall TV, Olive Garden, Colorado recreational pot, and more. Brian Rovegno is a Television Executive and Soul Singer, who does a mean R. Kelly impression at karaoke. Owen T. Niland is an Actor and Investment Executive, who makes the best damn cocktail in all these United States. Michael Salamone is a musician and writer who always wanted to have a talk show.