Podcasts about Investment management

The geopolitical pressures forcing Europe to develop an autonomous defence capability are unrelenting. Listen to George Ferguson, Senior Analyst for Aerospace, Defence and Airlines at Bloomberg Intelligence, update Andrew Craig, Co-head of the Investment Insights Centre about prospects for the European defence sector.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management. Together they discuss how geopolitics and artificial intelligence are each effecting profound change on the global economy.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

We have a lot of new drill results out this morning. MSD covers the latest from Cabral Gold, Q2 Metals, GreenLight Metals and Scorpio Gold today. Central Asia Metals has announced a proposed all-share acquisition of Cygnus Metals valued at approximately A$232 million. Newcore Gold has increased its 2026 drill program at the Enchi Gold Project in Ghana to 80,000 metres. Integra Resources has appointed Ausenco Engineering USA South as lead partner for detailed engineering at the DeLamar Gold-Silver Project.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠

 Welcome to the Skeptic's Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help expert guests.This one is a macro special featuring Dylan Smith from ArcMacro.If you feel there's “a lot of macro” happening these days. And that the next declaration might “change the macro landscape”. Then the chat is the perfect antidote to help you think straight and remind you that we tend to overstate the impact of political decision.  Key takeaway: The macro-driven cyclical and structural processes drive political decision and news. It's not the other way around.If you'd like to support this show please take a minute to leave a 5-star review on your favourite podcast app.Relevant linksFull conversation and notes: https://investorama.substack.com/p/a-macro-framework-for-hybrid-portfoliosSign up to Investology's free newsletter: https://investorama.substack.com/Sign up to ArcMacro's free newsletter:https://arcmacro.substack.com/George Aliferis: https://www.linkedin.com/in/george-aliferis/Dylan Smith: https://www.linkedin.com/in/dylan-smith-78284b50/SGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

Diego Ferro (Director de Faro Investment Management) Dato Sobre Dato @DatosobreDato

European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active barbell strategy of a strong income-oriented approach combined with identifying underpriced potential for growth.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In this episode, Kate Webber, Chief Solutions Officer at the PRI, is joined by Claudia Wearmouth, Global Head of Responsible Investment at Columbia Threadneedle Investments, and Travis Antoniono, Investment Director for Sustainable Investments at CalPERS.Together, they explore how responsible investment is being applied in practical, financially material ways, including how it is embedded into investment processes, how transparent dialogue between asset owners and managers supports long-term outcomes, and the role evidence plays in sustainable investment decision-making.Overview:Responsible investment is increasingly moving from a specialist function to a core part of investment decision-making. Across public and private markets, sustainability and governance considerations are being integrated into due diligence, portfolio construction, stewardship and long-term risk management.This episode explores how investors are building practical frameworks around financial materiality, balancing quantitative tools with qualitative judgement, and adapting to rapidly evolving risks such as climate change and AI disruption.Detailed coverage:Embedding sustainability into investment processesBoth guests explain how sustainability considerations are now integrated throughout the investment lifecycle, from initial due diligence through to ongoing monitoring and exit decisions.Financial materiality and fiduciary dutyThey explore how responsible investment supports long‑term, risk‑adjusted returns and helps meet fiduciary responsibilities to beneficiaries.The role of dedicated expertiseTravis Antoniono discusses embedding dedicated sustainability specialists directly into investment due diligence teams, while Claudia Wearmouth outlines how sustainable investment analysts can better work alongside fundamental research teams.Data, evidence and judgementThe conversation explores how responsible investment relies on a growing evidence base. While data is still evolving, investors increasingly combine quantitative tools with qualitative insight and real-world case studies.Explore real-world examples of how investors are combining data and judgement in practice in the PRI's investment case database: https://public.unpri.org/investment-tools/investment-case-databaseHow AI is changing investment researchAI is beginning to transform investment analysis itself, helping teams assess sector disruption, and emerging financial impacts more dynamically.Building organisational buy-inBoth guests highlight that embedding responsible investment depends on strong leadership and clear direction, with teams working together to apply it in practice.The importance of asset owner–manager relationshipsTransparency, trust and detailed communication are highlighted as essential for aligning investment objectives, stewardship expectations and long-term strategy execution.Practical lessons for investorsThe episode concludes with practical recommendations on how investors can improve governance and decision-making through more consistent use of evidence and ongoing dialogue.Chapters:00:08 - Introduction and the investment case for responsible investment01:29 - Embedding sustainability into investment processes05:14 - Sustainability, fiduciary duty and long-term returns10:56 - Building the evidence base for responsible investment13:39 - How AI is changing investment analysis20:15 - Creating organisational buy-in and investment alignment22:18 - Climate solutions, strategy and total portfolio thinking27:12 - Asset owner and investment manager collaboration35:15 - Key lessons on transparency, trust and detail37:04 - Practical recommendations for investorsDisclaimer:This podcast and material referenced herein is provided for information only. It is not intended to be investment, legal, tax or other advice, nor is it intended to be relied upon in making an investment or other decision. PRI Association is not responsible for any decision made or action taken based on information on this podcast. Listeners retain sole discretion over whether and how to use the information contained herein. PRI Association is not responsible for and does not endorse third parties featured on in this podcast or any third-party comments, content or other resources that may be included or referenced herein. Unless otherwise stated, podcast content does not necessarily represent the views of signatories to the Principles for Responsible Investment. All information is provided “as is” with no guarantee of completeness, accuracy or timeliness, or of the results obtained from the use of this information, and without warranty of any kind, expressed or implied. PRI Association is committed to compliance with all applicable laws. Copyright © PRI Association 2026. All rights reserved. This content may not be reproduced, or used for any other purpose, without the prior written consent of PRI Association.

In this episode of The Get Down: Beyond Bitcoin, host Cleve Mesidor sits down with two-term SEC Commissioner Hester M. Peirce—affectionately known as "Crypto Mom" and "Crypto's Architect"—for an engaging conversation.As Commissioner Peirce prepares to conclude her impactful tenure at the SEC later this year, she shares her unique origin story, vision for a digital asset regulatory framework, and insights regarding inter-agency harmonization between the SEC and CFTC.Commissioner Peirce is not just a champion of crypto, she also holds the industry accountable and advances sound guidance to build a stable industry. This captivating discussion covers a variety of timely topics, including tokenization opportunities for smaller players, as well as advice for the crypto industry about how best to continue to advance crypto rulemaking going forward.Interview with SEC Commissioner Hester M. PeirceCommissioner Peirce discusses her regulatory journey since 2018, impending departure from the Commission, and enduring optimism for the transformative nature of the technology.Crypto Origin Story: How early conversations with Jerry Brito sparked an interest in blockchain technology before joining the SEC during pivotal market shifts.Regulatory Harmonization: A deep dive into harmonization efforts with the CFTC, building on previous work with former Commissioner Brian Quintenz to develop a coordinated strategy.Advice to Industry: Why builders should focus on solving real-world consumer/investor problems and build commercially viable products.Life After SEC: Plans to transition into teaching, while cheering on sound regulation from the sidelines.Memorable Milestones: Reflections and why meeting conviction-driven builders during market lows remains her favorite part of the job.Next Gen Crypto: Reflecting on how Gen Z will integrate blockchain technology, and a call to use crypto as a tool for societal unity rather than divisiveness.About SEC Commissioner PeirceHester M. Peirce was appointed by President Donald J. Trump to the U.S. Securities and Exchange Commission and was sworn in on January 11, 2018.Commissioner Peirce leads the SEC Crypto Task Force, which seeks to provide clarity on the application of the federal securities laws to the crypto asset market and to recommend practical policy measures that aim to foster innovation and protect investors.Prior to joining the SEC, Commissioner Peirce conducted research on the regulation of financial markets at the Mercatus Center at George Mason University. She was a Senior Counsel on the U.S. Senate Committee on Banking, Housing, and Urban Affairs, where she advised Ranking Member Richard Shelby and other members of the Committee on securities issues. Commissioner Peirce served as counsel to SEC Commissioner Paul S. Atkins. She also worked as a Staff Attorney in the SEC's Division of Investment Management. Commissioner Peirce was an associate at Wilmer, Cutler & Pickering (now WilmerHale) and clerked for Judge Roger Andewelt on the Court of Federal Claims.Commissioner Peirce earned her bachelor's degree in Economics from Case Western Reserve University and her JD from Yale Law School.Links from the episodeCONNECT WITH COMMISSIONER HESTER PEIRCE:Website: www.sec.govCONNECT WITH BUTTERSCOTCH MEDIA:Website: butterscotch.mediaSubscribe to Chews Tipsheet: butterscotch.media/subscribeFollow us on X: @butterscotch360 CONNECT WITH BUTTERSCOTCH MEDIA:Website: butterscotch.mediaFinTech TV Network: https://fintech.tv/category/the-get-down-podcast-series/Subscribe to Chews Tipsheet: butterscotch.media/subscribeFollow us on X: @butterscotch360

Everyone's talking about what AI is going to disrupt. The question most investors aren't asking: What happens after that disruption, and who actually wins? The obvious answer and the right answer are rarely the same thing. In this episode, Greg introduces a framework he first encountered through Howard Marks: first-level vs. second-level thinking. First-level thinking reacts to what's in front of you. Second-level thinking follows the chain of consequences and the ripple effects most people ignore. In an era where AI can reshape an industry in months, the gap between those two ways of thinking has never been more costly to ignore.From there, Greg walks through real portfolio positions—Intel (INTC) and Accenture (ACN)—to show how second-level thinking plays out in practice. He also runs through a handful of names—Union Pacific (UNP), UPS (UPS), GE Vernova (GEV), Chevron (CVX), Lockheed Martin (LMT), General Dynamics (GD), Johnson & Johnson (JNJ), and Merck (MRK)—to illustrate which kinds of businesses AI threatens, which ones it quietly strengthens, and why some of the most "boring" dividend stocks may be the most defensible investments of the next decade. The core argument: brands, software, and moats built on perception are vulnerable. Logistics, infrastructure, and physical production are not, and AI may actually make them stronger.Topics Covered:[00:41] Introduction & why AI matters for dividend investors [04:47] First-level vs. second-level thinking — the Howard Marks framework [08:43] AI is accelerating disruption — and may be technology's own worst enemy [11:21] Are strong brands and moats as durable as we thought? [13:50] Why physical infrastructure may be the best AI defense [15:19] Intel ($INTC) — patience, conviction, and the US chip story [18:16] Accenture ($ACN) — the market's fear may be first-level thinking [22:21] Union Pacific ($UNP), UPS ($UPS) — logistics AI can't replace [24:27] Rapid-fire second-level takes: GEV, CVX, LMT, GD, JNJ, MRK [28:08] Final takeaway: the game has changed, sustainable dividend growth requires a new lens Send us Fan Mail________ Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.________ RESOURCES:Schedule a meeting with us: Financial Planning & Portfolio Management Getting into the weeds: DCM Investment Reports & ModelsIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewFollow us on:Instagram | Facebook | LinkedIn | X

China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises.. Here's a topical rundown of today's show: 0:00 - INTRO 0:18 - Jerome Powell, Kevin Warsh (Janet Yellen) & CPI Review 4:18 - Employment Numbers & Data Centers, & Robots Chasing Hogs 6:26 - What Does Your Advisor Do? 10:16 - What Should You Expect? 14:24 - What Are You Getting vs Giving Up? 16:02 - Looking at Taxes on a Continuum 19:35 -Investment Management is Important 20:44 - AI, Robots, and Animatronic Beavers 25:40 - Financial Advisors with Open Minds 27:41 - Fixed-cost vs Fee-based Financial Planning 30:10 - How to Deal with Emotional & Cognitive Biases 34:22 - Math & Movie Voice-overs 36:02 - Fiduciaries Focus on Things You Miss 37:45 - Proper Asset Location 38:14 - Fee Transparency - How advisors get paid 41:20 - Red Flag Warnings When Choosing an Advisor 42:59 - What Annuities Do (and Don't Do) 45:25 - Fee-only vs Fee-based Advisors44;31 - Big Firms vs Small Firms - KYC 47:02 - What Comprehensive Wealth Management Should Look Like 47:54 - Candid Coffee - Financial Organization Made Simple Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "The Perfect Planning Experiemce" https://realinvestmentadvice.com/ria-e-guide-library/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/HXafEWQMFuI?feature=share ------- Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here: https://youtu.be/bNIRIssbDP8 ------- Watch our previous show, "Inflation Surge Hits Markets?" https://youtube.com/live/UOSeQNOhcwI ------- * REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialAdvisor #RetirementPlanning #Investing #WealthManagement #Fiduciary

What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises.. Here's a topical rundown of today's show: 0:00 - INTRO 0:18 - Jerome Powell, Kevin Warsh (Janet Yellen) & CPI Review 4:18 - Employment Numbers & Data Centers, & Robots Chasing Hogs 6:26 - What Does Your Advisor Do? 10:16 - What Should You Expect? 14:24 - What Are You Getting vs Giving Up? 16:02 - Looking at Taxes on a Continuum 19:35 -Investment Management is Important 20:44 - AI, Robots, and Animatronic Beavers 25:40 - Financial Advisors with Open Minds 27:41 - Fixed-cost vs Fee-based Financial Planning 30:10 - How to Deal with Emotional & Cognitive Biases 34:22 - Math & Movie Voice-overs 36:02 - Fiduciaries Focus on Things You Miss 37:45 - Proper Asset Location 38:14 - Fee Transparency - How advisors get paid 41:20 - Red Flag Warnings When Choosing an Advisor 42:59 - What Annuities Do (and Don't Do) 45:25 - Fee-only vs Fee-based Advisors44;31 - Big Firms vs Small Firms - KYC 47:02 - What Comprehensive Wealth Management Should Look Like 47:54 - Candid Coffee - Financial Organization Made Simple Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Articles Mentioned in Today's Show: "The Perfect Planning Experiemce" https://realinvestmentadvice.com/ria-e-guide-library/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/HXafEWQMFuI?feature=share ------- Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here: https://youtu.be/bNIRIssbDP8 ------- Watch our previous show, "Inflation Surge Hits Markets?" https://youtube.com/live/UOSeQNOhcwI ------- * REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialAdvisor #RetirementPlanning #Investing #WealthManagement #Fiduciary

Through the first quarter of 2026, the market has been shifted drastically by euphoric feelings over the AI boom, and the increased geopolitical tension. Today, Bryden Teich and Bill Harris, break down how these major economic factors, alongside others, have changed the market norms and how it is reflected in Avenue's portfolio.

We were surprised, when researching for this interview, to learn that State Street Investment Management are the fourth largest asset manager globally, with circa $6 Trillion of assets. Size confers both opportunity and challenges, however, and in this conversation Yie-Hsin talks about the global savings gap and the evolution of Asset Management. She addresses the place of the historic 60/40 allocations in a world where bonds may not deliver, and inflation is stubborn.  She reflects on the turbulence in private markets, the emerging market debt and equity opportunities and why tokenisation is becoming an increasingly potent force.In January 2026, State Street launched its own Digital Asset Platform, which includes wallet management, custodial, and cash capabilities to support tokenized asset development. The Money Maze Podcast is kindly sponsored by J.P. Morgan Asset Management*, IFM Investors, World Gold Council and LSEG.*During the episode we cite J.P. Morgan Asset Management as Europe's leading active ETF provider by assets under management. This is sourced from J.P. Morgan Asset management and Bloomberg, data as of 30 March 2026.‍

Artificial intelligence and machine learning are contributing increasingly to the process of identifying stock investment opportunities and managing portfolio risk, particularly when it comes to quantitative equity strategies that use mathematical models, algorithms and vast datasets to identify and capture the best ideas. Ram Rasaratnam, CIO for Quant Equity Strategies at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer, AXA IM Core, that AI and machine learning are revolutionising how researchers improve the models that support the firm's analysis of a potential investee stock's valuation, quality and future earnings trajectory.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Not sure if your investments are set up for long-term success? Let's review your strategy and make sure you're on the right track. Book a call with Peter now. -----  Most investors have been taught that investing is basically solved: own a few low-cost funds, keep fees down, and move on. In this episode, I explain why that idea is only partly true — and why real investment management can become far more important as wealth, tax complexity, and life complexity grow. Listen now and learn: ► Why so many smart investors came to believe investment management is a commodity ► When a simple, low-cost investing approach may be enough — and when it may not be ► The hidden questions wealthy DIY investors often are not asking ► What separates a basic portfolio from a real investment process   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Investment Management due diligence is evolving but many firms are still held back by slow, fragmented processes and outdated workflows.In this episode of The Legal Zeidgeist, Kate Horgan is joined by Mathilde Stich, Head of Due Diligence at Zeidler Group, to explore how due diligence is changing in 2026 and where it still falls short.They unpack where processes most commonly break down, the inefficiencies that continue to slow firms down, and how technology, particularly AI, has started to make a real impact, from intelligent autofill to smarter data reuse.But it's not all about automation. Mathilde and Kate also discuss why human judgment remains critical, especially when it comes to risk assessment and decision-making.Looking ahead, Mathilde explains how firms can move from bottlenecks to breakthroughs, building due diligence processes that are not only faster, but more flexible, more consistent, and ultimately more effective at managing risk.

The Middle East conflict has triggered a surge in energy and other prices, creating a second inflation shock in four years. Elida Rhenals, a Senior Portfolio Manager in the rates and inflation team at AXA IM Core, part of BNP Paribas Asset Management, tells Chris Iggo, Chief Investment Officer for AXA IM Core, how the short duration inflation-linked bond strategy run by her team can be effective in offering protection and a real return – not just a nominal one – in a slowing growth, rising inflation environment.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

What does it actually take to go from friends-and-family syndications to managing capital for public pensions? In this episode, we pull back the curtain on our 17+ year journey to becoming an institutional investment manager — the mindset shifts, the organizational overhauls, the patience required, and the champions along the way who made it possible.If you're an emerging manager trying to level up your capital stack, this one's for you.In this episode:Why the Inland West secondary & tertiary markets represent $1.8 trillion in largely untapped opportunityWhat it really means to go from syndications to funds — and why most operators stop thereThe cultural and organizational transformation required to attract institutional capitalHow to find your champions inside large pensions and family officesWhy sticking to your core focus is the single most important thing a manager can doTimestamps:0:49 — From real estate brokers to institutional managers: how it started2:18 — Syndications vs. funds: the leap most operators don't make3:24 — Working with Alliance Global Advisors to build institutional infrastructure7:46 — People, not organizations, make decisions: the role of champions10:36 — The mindset shift from deal-by-deal urgency to institutional long-game

Latin America Equities Outlook Why Latin American stocks are outperforming global markets Structural vs. cyclical drivers of emerging markets performance Is a long-term rerating underway? Macro Trends Driving Latin America Markets Interest rate cycles across emerging markets vs. the U.S. Impact of U.S. dollar trends on Latin American currencies and equities Commodities super-cycle: energy, copper, lithium, and agriculture Nearshoring and global supply chain shifts benefiting Mexico Fundamental Drivers: Valuation & Earnings Growth Why Latin America trades at a discount to developed markets Earnings growth across financials, commodities, and domestic sectors Country-level opportunities: Brazil, Mexico, Chile, Argentina Domestic demand, credit expansion, and underpenetrated markets Quantitative Signals & Market Positioning Factor rotation: shift away from U.S. mega-cap dominance Investor flows and under-ownership of Latin America Market breadth, momentum, and earnings revisions Role of FX stability in supporting equity multiples Key Risks to Watch Political and fiscal risks in major economies like Brazil Commodity price volatility and dependence on global growth Geopolitical risks and external shocks Investment Strategy & Portfolio Positioning How to gain exposure to Latin America equities Country vs. sector vs factor-based allocation Why active management matters in emerging markets Identifying alpha opportunities in a high-dispersion region The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Clearwater Analytics has gone from concept to over 800 AI agents in production, and Darrel Cherry, VP and Distinguished Engineer, shares the story behind that journey. In conversation with Arvind Mathur, Executive in Residence at AWS, Cherry traces how Clearwater built its own AI studio, multi-agent orchestration system, and no-code agent development environment before most of today's tools and frameworks even existed.Cherry also details how Clearwater ensures accuracy in a zero-error-tolerance industry, from building a custom LLM evaluation framework to maintaining full audit trails across every agent action. This episode offers leaders a practical blueprint for scaling AI from internal experimentation to enterprise-wide adoption, while maintaining the accuracy and trust that high-stakes industries demand.

Real estate investors don't think of themselves as dividend investors. Neither do venture capitalists or business owners collecting profit distributions. But strip away the labels, and every one of them is doing the same thing: buying a stream of income and betting it grows. The wrapper is different. The logic is identical.To prove it, Greg walks through three real investments, all made in 2013, with the same $535 million starting point: Republic Plaza (one of Denver's premier office towers), Sysco ($SYY), and DCM's own Model Portfolio. In year one, the building won on income. Today, thirteen years later, it's generating the least of the three, and the building itself has lost nearly half its value. The model portfolio, which started with the lowest income, now generates the most. The difference wasn't asset class. It was whether the income grew.That compounding gap is what Greg calls the "second decade effect"—the point where a growing income stream laps a higher but stagnant one. It's also why income focus gives investors something price-chasing never can: control, predictability, and a reason to stay put when markets get uncomfortable. Topics Covered:[00:00] Introduction & the "income mailbox" reframe[01:34] Why the word "dividend" misleads investors[04:26] The foundation: every investment is a bet on cash flow[06:09] Three investments, same $535 million starting point, 2013[09:17] Thirteen years later: how each one performed[13:59] The "second decade effect" — why growing income wins over time[17:48] Two mindsets: growing income vs. speculating on price[20:11] What the NYSE closing bell taught Greg about how investors think[24:38] Dividends vs. buybacks: why income creates capital discipline[28:42] Three takeaways and final thoughts________ Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. ________ Send us Fan Mail________ Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.________ RESOURCES:Schedule a meeting with us: Financial Planning & Portfolio Management Getting into the weeds: DCM Investment Reports & ModelsIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewFollow us on:Instagram | Facebook | LinkedIn | X

With a ‘licence to roam' fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it. James McAlevey, Head of Global Aggregate and Absolute Return, tells Andrew Craig, Co-Head of the Investment Insights Centre, emerging market bonds have emerged as ‘one of the single best opportunities' from the current energy shock.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Brandon Sedloff sits down with Todd Briddell to explore the evolution of CenterSquare and the principles that have shaped its investment philosophy across public and private real estate markets. Todd reflects on his early career moments that defined his approach to decision-making, leadership, and fiduciary responsibility, while walking through the firm's journey from a small startup to a global platform. The conversation dives into how CenterSquare integrates data, technology, and thematic investing across asset classes, and why combining public and private market insights creates a differentiated edge. Todd also shares his perspective on market structure, volatility, and the growing role of individual investors in private markets. They discuss: How early career experiences shaped Todd's approach to risk, leadership, and acting as a fiduciary Why empowering teams to make decisions without constant oversight builds stronger organizations How CenterSquare uses data and repeatable frameworks to identify and scale investment strategies The advantages of integrating public and private real estate insights to generate alpha Why volatility in public markets can be a powerful opportunity rather than a risk Links: Todd on LinkedIn - https://www.linkedin.com/in/todd-briddell/ CenterSquare Investment Management - https://www.centersquare.com/ Brandon on LinkedIn - ⁠⁠https://www.linkedin.com/in/bsedloff/⁠⁠ Juniper Square - ⁠⁠https://www.junipersquare.com/⁠⁠ Topics: (00:00:00) - Intro (00:01:45) - Todd's career and background (00:09:52) - Making decisions absent information (00:14:48) - The early days of CenterSquare and becoming CEO (00:22:46) - What CenterSquare looks like today (00:29:27) - CenterSquare's global footprint (00:31:32) - Having a data-driven approach (00:37:35) - The intersection of public and private markets (00:43:19) - How institutions should think about working with individual investors (00:50:42) - Where Todd is focusing over the next 18 months

Sloane Payne and Dave Joerger are the COO and CCO respectively at WCM Investment Management, an independent investment firm managing $120 billion in assets.    WCM has built something unique – a firm culture that actually gets stronger as it grows.    Sloane and Dave share the team's simple, trust-first approach to building organizations. They've stripped away unnecessary layers to create a repeatable process for scaling culture.    In our conversation, we unpack the lessons from the founder's past that shaped WCM's philosophy of hiring for character over credentials. They share what it really takes to lead through growth without losing the essence of what made the firm special.    We then turn to the mechanics – how modeling behavior, candid feedback, “honoring the absent in a meeting” and accountability have made WCM what it is today and how that mindset influences the leadership's approach to compensation, ownership, and succession.    Finally, Sloane and Dave explain how WCM's anti-corporate ethos guides everything from product design to talent decisions – and what that means in an industry drifting toward more systematized management cultures.    Learn More Follow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

In this episode, host Shawn Terrell explores the concept of thinking fourth dimensionally in tax planning, using the analogy from Back to the Future to highlight the interconnectedness of financial decisions. He discusses how to avoid unintended consequences in tax harvesting and emphasizes the importance of comprehensive, forward-thinking strategies. -------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Overall inflows into exchange-traded funds slowed towards the end of the first quarter as market volatility and uncertainty spiked amid the outbreak of war in the Middle East. Daniel Dornel, Head of ETF Research, tells Chief Market Strategist Daniel Morris that inflation-linked products saw inflows late in the quarter as rising oil prices in particular fanned inflation concerns.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

This episode is sponsored by Davis Polk and DC Advisory Senior dealmakers at established firms increasingly seem to be choosing to strike out on their own, much like those firms' original founders once did during the surge in mid-market firms during the late 1990s and early 2000s. But in those years, institutional capital was flooding into a PE market that had proven its model repeatable, whereas the landscape for new firms today is markedly different. Not only do LPs want to see differentiated strategies with a compelling story and outsized returns, they want the young managers with whom they invest to have institutional-level operations and infrastructure. In this episode, Buyouts senior editor Graham Bippart sits down with Michael Hong, a partner in the Investment Management practice at Davis Polk, and Donato de Donato, co-lead of DC Advisory's GP Strategic Advisory practice, to discuss the state of the emerging manager market. They point out that there is no shortage of challenges and complications lying in wait for would-be new managers, who often may be more restricted by their previous employers than they thought, make all-too-common mistakes in their pitch decks, and may even have notions about the most important first hires they should make. But in an ever-more-crowded market, those who can carve out a unique and compelling strategy are best poised to lure LP interest away from long-established managers. This episode was produced alongside Buyouts' annual Emerging Managers Report, done in association with Gen II.

Healthcare equities – especially in the US, by far the largest market – look set for a strong recovery in 2026. US Equities team Senior Portfolio Manager Jon Stephenson tells Investment Insights Centre Co-head Andy Craig that numerous factors should create a much more investable environment.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

While their sustainability-related credentials have sustained the appeal of green bonds over the years, recent events in energy markets have reminded investors of the need for continued progress on the energy transition and hence the need for financing for green energy projects. Johann Plé, Senior Portfolio Manager in the Euro Fixed Income team, discusses the role green bonds should play in global asset allocations.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Welcome to the Skeptic's Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView.We discuss a 2025 Mercer report claiming that adding a 20% allocation to private investments (venture capital, private equity, real estate, etc.) could boost target-date fund expected returns by 1% (7.1% vs. 6.1%). The catch: Mercer assumes public markets earn plain market returns, while private assets magically get “above-average manager” performance forever—because everyone's an above-average driver. Tim also highlights Mercer's conflict of interest as a consultant that sponsors private equity funds, plus ERISA's heavy fiduciary burden on employers, making glossy sales pitches even more problematic.Key takeaway: we're not all above average drivers or fund pickers.Link to Tim's original article:TheAltViewSGIM is an Investology podcast series, produced by Orama: https://orama.tv/More content like this on Substack and YouTube:YouTube: https://www.youtube.com/@investology_podcastInvestorama on SubstackTheAltView on SubstackFind us on LinkedInGeorge: https://www.linkedin.com/in/george-aliferis/Tim: https://www.linkedin.com/in/tim-mcglinnSGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

In this episode, host Shawn Terrell explains the mechanics of tax loss and tax gain harvesting, including when and how to implement it, with practical examples and considerations for maximizing tax efficiency.Whether you're investing in non-qualified accounts or planning for future dental practice transitions, understanding these concepts can significantly impact your financial efficiency.-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs paying 1% for investment management a waste of money—or the exact support that could protect your wealth?If you've ever wondered whether you should keep investing on your own or hand the reins to an advisor, this episode gets right to the heart of that tension. It speaks to the very real struggle between wanting to minimize fees and wanting more confidence, better decision-making, and less stress when markets get shaky. Whether you're early in your investing journey or getting closer to financial freedom, this conversation helps you think beyond simple math and make a choice that actually fits how you operate.You'll walk away with:A clearer way to decide whether DIY investing or professional management fits your personality, habits, and goalsA better understanding of what you're really paying for with a 1% fee, including coaching, accountability, peace of mind, and complexity managementA practical lens for comparing options using time, behavior, and risk-adjusted returns—not just headline performance numbersPress play now to figure out whether paying for investment management is costing you too much—or saving you from bigger mistakes.

Many investors believe they have a financial plan. When in reality, they simply have an investment account... Nic Daniels and Alex Lundgren break down the critical difference between investment management and true financial planning. While investment management focuses on selecting funds and tracking performance, real planning goes much deeper—covering tax strategy, retirement income, risk management, estate coordination, and life transitions. They discuss common scenarios where portfolios have grown successfully over time, but clients lack a clear plan for how to turn those assets into sustainable income. From tax-efficient withdrawal strategies and Roth conversions to planning for market volatility and major life events, this episode highlights what should actually be part of the conversation. They also outline key red flags that may indicate you're not receiving real financial planning—and what proactive, comprehensive planning should feel like. Because growing your money is only part of the equation!   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Nic Daniels & Alex Lundgren ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Sysco ($SYY) just announced the acquisition of Restaurant Depot in a $29 billion deal — and the market didn't like it. The stock fell more than $10 in a single day, briefly dipping below $70. Did this deal break the dividend growth story… or create a rare opportunity for long-term investors? Most acquisitions destroy shareholder value, but this one is more complicated. The deal expands Sysco's revenue base by roughly 20%, targets a complementary customer segment, and appears reasonably priced on a free cash flow basis. But it also introduces meaningful risks—rising debt, pressure on credit quality, and a near-term dividend growth story that looks very different from what it did a week ago. Greg walks through the numbers, the strategic rationale, and the trade-offs investors need to consider. More importantly, he tackles the core dilemma: how do you balance dividend growth discipline with total return potential when a high-quality business enters a gray area? Topics Covered:[00:00:41] Overview of Sysco's $29B acquisition[00:02:13] Restaurant Depot's niche and why the deal could work[00:05:24] Valuation breakdown: Did Sysco overpay or get a fair deal?[00:07:45] Debt impact, interest costs, and credit rating risks[00:11:11] Deleveraging plan and what it means for financial flexibility[00:12:18] Dividend outlook: Why growth may stall in the near term[00:14:24] Valuation opportunity, execution track record, and upside potential[00:15:26] The core dilemma: balancing dividend growth vs total return________ Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. Send us Fan Mail________ Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.________ RESOURCES:Schedule a meeting with us: Financial Planning & Portfolio Management Getting into the weeds: DCM Investment Reports & ModelsIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewFollow us on:Instagram | Facebook | LinkedIn | X

“The crisis that we're experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients' and our top priority,” Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre. Jane foresees a new impetus for renewable energy amid accelerated efforts to reduce countries' dependency on fossil fuels further.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

Send us Fan MailAdrienne Grace spent 16 years as a wholesaler, earning her CFA and reaching financial success along the way. She joins the show to detail her own personal journey of self-discovery and the ways she is working with advisors and wholesalers as a mindset and performance coach. Learn more about her programs by visiting the links below:www.Adrienne-Grace.com/5DUwww.FreeGiftFromGrace.comSupport the show

Brandon Sedloff sits down with Jon Martin to explore how real estate investing has evolved from a zero interest rate environment to one defined by disciplined capital allocation and operational execution. Jon reflects on his unconventional path into the industry, the transformation of real estate into a core institutional asset class, and how decades of market cycles have shaped his perspective as a leader. The conversation also dives into how firms are adapting to structural shifts in capital flows, the growing importance of specialization, and why data, technology, and AI are becoming central to investment performance. They discuss: The return of cost of capital and why it creates a healthier investing environment How institutional capital is shifting toward mega managers and specialized operators The evolution of real estate as an asset class across multiple market cycles Why today's opportunities are driven by asset selection and execution rather than sector bets How data infrastructure and AI are reshaping investment management workflows Links: Jon on LinkedIn - https://www.linkedin.com/in/jonathan-martin-7847834/ AEW - https://www.aew.com/ Brandon on LinkedIn - ⁠https://www.linkedin.com/in/bsedloff/⁠ Juniper Square - ⁠https://www.junipersquare.com/⁠ Topics: (00:00:00) - Intro (00:01:44) - Jon's career and background (00:07:52) - The AEW history (00:15:34) - Becoming CEO of AEW (00:24:24) - AEW's approach to investing (00:27:43) - What do you see happening in the market? (00:31:19) - Leveraging specialists as partners (00:36:03) - What's the theme behind the latest vintage for AEW? (00:41:55) - How are you thinking about technology and AI? (00:47:09) - Tips and best practices for embracing change (00:49:54) - How are you working with AI?

In this episode, ⁠Adam Torres⁠ interviews ⁠Tomas Schlesinger⁠ and ⁠Matt Linton⁠, Co-Founders and Managing Partners at Arpeggio Investment Management. The conversation explores how the firm combines a concentrated long-only core portfolio, special situations, and dynamic hedging to pursue differentiated alpha. Tomas and Matt also discuss their experience at I Connections Miami, their capital raising momentum, and the mission behind building a disciplined, multi-strategy investment platform. Big thank you to ⁠⁠⁠⁠iConnections⁠⁠⁠⁠⁠! Follow Adam on Instagram at ⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠ More FREE content from Mission Matters here: ⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres interviews Tomas Schlesinger and Matt Linton, Co-Founders and Managing Partners at Arpeggio Investment Management. The conversation explores how the firm combines a concentrated long-only core portfolio, special situations, and dynamic hedging to pursue differentiated alpha. Tomas and Matt also discuss their experience at I Connections Miami, their capital raising momentum, and the mission behind building a disciplined, multi-strategy investment platform. Big thank you to ⁠⁠⁠iConnections⁠⁠⁠⁠! Follow Adam on Instagram at ⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠ Visit our website: ⁠⁠⁠https://missionmatters.com/⁠⁠⁠ More FREE content from Mission Matters here: ⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome to the Skeptic's Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView .We discuss Georgetown University's Center for Retirement Initiatives reports (with Willis Towers Watson) suggesting adding private equity and hedge funds to 401(k)s could leave retirees with 17% more money—thanks to 40 years of compounding and, conveniently, assuming investors pick managers that are well above average. The reports bake in big after-fee excess returns, raising the awkward question of whether everyone can be “above average” at the same time. The takeaway: stay skeptical, and don't mistake university-branded publications for peer-reviewed research.You can find the original report here:https://cri.georgetown.edu/research/Link to Tim's original article:Georgetown & Willis Towers WatsonMore content like this on Substack and YouTube:YouTube: https://www.youtube.com/@investology_podcastInvestorama on SubstackTheAltView on SubstackFind us on LinkedInGeorge: https://www.linkedin.com/in/george-aliferis/Tim: https://www.linkedin.com/in/tim-mcglinnSGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

In a rapidly shifting global landscape marked by geopolitical tension and increasing fragmentation, wealth management is no longer just about markets. It's about optionality. In this episode, Damanick Dantes, CMT, founder and portfolio manager at Dantes Outlook, sits down with Dalton Skach of Henley & Partners to explore how ultra-high-net-worth individuals and families are thinking beyond traditional portfolios by integrating global mobility, jurisdictional diversification, and long-term planning into their wealth strategy. The conversation covers recent market and geopolitical developments, insights from global mobility trends, and how aligning where you invest with where you live can enhance resilience across economic cycles. For global entrepreneurs, family offices, and investors navigating liquidity events, this episode offers a timely perspective on building a truly global wealth framework. Visit www.dantesoutlook.com for more information on our total portfolio solutions. And our friends at www.henleyglobal.com for information about global citizenship and residency. Our team can connect you. The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com

In this episode, host Shawn Terrell breaks down the complex but powerful strategy of tax harvesting—both loss and gain—to help dentists optimize their long-term tax outcomes. Whether you're investing in non-qualified accounts or planning for future transitions, understanding these concepts can significantly impact your financial efficiency.-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Markets feel uncertain. Headlines are driving sentiment. Oil prices are volatile, and cracks are forming in private credit, making high yield look more attractive than ever. But is that yield actually protecting you, or pulling you into risk?In this episode, Greg looks at three real-world examples to examine how income behaves under pressure and what that reveals about portfolio stability. We break down private credit and the hidden risks behind high yields and limited liquidity, evaluate Campbell's ($CPB) and whether its elevated dividend is sustainable amid weakening fundamentals, and revisit Chevron ($CVX) as a case study in durable, growing income during oil market volatility.Along the way, we explore why rising yield can be a warning sign, how cash flow drives long-term returns, and what separates sustainable dividend growth from income traps.Because when volatility rises, the goal isn't to predict the next move. It's to stay anchored.Topics Covered[00:11] Introduction[03:31] Market Volatility & Investor Sentiment [04:47] Private Credit Risks & High Yield Illusion [11:04] Campbell's ($CPB): High-Yield Warning Signs [17:17] Chevron ($CVX): Dividend Stability in Oil Volatility [26:38] Berkshire Hathaway: Reminder on the Importance of Cash Flow [29:11] The Dividend Anchor & Final Takeaways________ Dividend Growth: The Quiet Engine of Wealth Dividend growth investing sounds simple, but doing it well for decades is not. That's why we wrote Dividend Growth: The Quiet Engine of Wealth—a practical guide to building a framework you can stick with when things get uncomfortable. You can get a free copy here. Plus, join our market newsletter for more on dividend growth investing. Send us Fan MailDisclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewRESOURCES:Schedule a meeting with us ->  Financial Planning & Portfolio Management Getting into the weeds -> DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram | Facebook | LinkedIn | X

Welcome to the Skeptic's Guide to Investment Management. In each episode, we examine one industry publication through a skeptical, logical, evidence-based lens, with the help of Tim McGlinn, ex-investment consultant, portfolio manager and professor of finance, and founder of the TheAltView.The episode examines a report by the Georgetown University Center for Retirement Initiatives, produced with Willis Towers Watson, that you can find here:https://cri.georgetown.edu/research/Tim found a headline claim that investors could retire with 17% more, driven by 40 years of compounding, based on the assumption of access to above-average managers for all retirees.Link to Tim's original articleGeorgetown & Willis Towers WatsonMore content like this on Substack and YouTube:YouTube: https://www.youtube.com/@investology_podcastInvestorama on SubstackTheAltView on SubstackFind us on LinkedInGeorge: https://www.linkedin.com/in/george-aliferis/Tim: https://www.linkedin.com/in/tim-mcglinnSGIM is an Investology podcast series, produced by Orama: https://orama.tv/MUSIC CREDITSBrandenburg Concerto No4-1 BWV1049 - Classical Whimsical by Kevin MacLeod is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100303Artist: http://incompetech.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com

In this episode, host Shawn Terrell discusses the common confusions surrounding Roth IRAs, particularly the differences between contributions and conversions. He emphasizes the importance of understanding these differences, the irrevocable nature of conversions, and the tax implications involved. The episode also highlights the need for accurate reporting on tax returns and offers resources for listeners seeking further information on tax rules and financial planning for dentists.-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

War and Markets – Not a great mix South Korea tumbles the most in history Inflation risk is real again – the Fed's quandary is real Investors questioning AI trends and the impact of current policies with our Guest – Ross Gerber of Gerber Kawasaki. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment)   Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in traditional media. His investment ideas and advice have made him a regular in the business news and he is featured on CNN, CNBC, Fox Business News, Bloomberg and Reuters as well as a contributing writer for Forbes.com. He has been ranked as one of the most influential investment advisors and Fintech innovators in America. Ross and the Gerber Kawasaki team oversees well over a billion dollars of investments focused on technology, media and entertainment companies for clients and the firm. Gerber Kawasaki has grown to be a leader in Fintech by leveraging technology to work with a younger generation of clients. Ross is an expert in online marketing and social media as well as co-developed the company's app for IOS. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA)

Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and development of specific client solutions as well as the investment advisory mandates. He joined UBS in 2004 as Head of Active Advisory in Zurich where he was responsible for the investing of CHF15bn in assets and managed a team of 40 investment specialists providing investment advisory services for clients worldwide. Prior to joining UBS, Pascal worked for a hedge fund company in Switzerland where his focus was on the selection of investment opportunities worldwide as well as structuring of investment vehicles. An increasing number of UHNW individuals and successful families in the US are exploring global diversification strategies. Pascal explains why US wealth owners and their family offices are opting to custody and invest assets in other jurisdictions across the globe. Pascal's firm specializes in investing in Switzerland, but he talks about all the top jurisdictions UHNW families are choosing to invest in nowadays and describes their respective attractions. Pascal helps us explore the practical applications and use cases UHNW investors are pursuing with their global diversification strategies. He describes the key motivations and objectives for wealthy clients who are moving assets to other global jurisdictions. A key practical consideration for families and their family offices is the selection of a foreign broker. Pascal shares his views on what they need to look for in a foreign broker, including what certifications, designations, or other capabilities families need to be aware of and seek when they evaluate foreign brokers. Enjoy this informative conversation with a leading expert in multi-jurisdictional investment advisory services for global UHNW clients.

In this episode, host Shawn Terrell discusses how to think about timing Roth IRA conversions for a dentist who plans to exit from clinical dentistry. He uses the analogy of a long bike ride on RAGBRAI as a way to think about ideal timing.The objective for dentists like Dr. Bill is strategic timing of Roth IRA conversions to minimize tax burdens.-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com