Podcasts about Investment management

This conversation was too good to leave in the archives.In this encore of our Ask an Allocator series, Stacy sits down with Bill Harding, CIO of Jackson National, who oversees $200B in assets and $29.8B in directly managed fund-of-fund assets.Bill gives us a look inside the mind of an allocator and shares what he's actually paying attention to when evaluating fund managers, because past performance is only part of the story.In this episode, Bill and Stacy discuss:Bill's backstory, from financial analyst at a cheese manufacturer to CIO at Jackson NationalWhat fund managers need to get right when pitching a potential partnershipWhy past performance alone isn't enough to earn an allocator's attentionWhy Bill sees culture as a real source of alphaThe questions fund buyers are asking behind the scenes (and why the most important ones aren't always quantitative)If you've ever wondered what really matters on the allocator side of the table, this conversation gives you a pretty good look behind the curtain. About Bill Harding:Bill Harding, CFA, is Senior Vice President and Chief Investment Officer at Jackson National Asset Management (JNAM), where he leads asset allocation, portfolio construction, sub-adviser monitoring, and manager research. He joined JNAM in 2012 after serving as Head of Manager Research for Morningstar's Investment Management division, and has more than 30 years of experience across JNAM, Morningstar, and Leprino Foods. He holds a B.S. from the University of Colorado, Boulder and an MBA from Loyola University Chicago.Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA charterholder. ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Europe is entering a pivotal era of strategic autonomy, seeking to build resilience across critical sectors such as defence, energy, communications, and technology in response to a more fragmented geopolitical landscape. Chris Iggo, CIO of AXA IM Core, part of BNPP AM, and Fadi Berbari, Senior Portfolio Manager in the fixed income team at BNP Paribas Asset Management, discuss how this shift toward strategic autonomy is reshaping Europe's fixed income credit. Fadi explains why a selective, bottom-up approach is essential to capitalise on the stability and visibility offered by strategic European investments.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 of The Learning & Development Podcast, David James is joined by Danny Barrow, Lead Learning Program Manager at Ridgeline - an innovative Investment Management company - to explore how AI has reshaped what Danny believes his function is capable of delivering, and the practical, sometimes messy, process of turning that belief into something tangible. From solving live business needs to a project built for interns. Danny shares how he's laying the groundwork for taking AI to the next level, including the knowledge repository he's building and where his early experiments with AI agents are taking him. Along the way, David and Danny get into what this shift is doing to Danny's own sense of his role, and what it might mean for where the L&D profession is headed next. For anyone wanting to experiment more with AI in their own L&D practice but unsure where to begin, this episode offers a grounded, honest look at what it actually takes. Take your L&D to the next level Take advantage of thousands of hours of analysis. Hundreds of conversations with industry innovators and 25+ years of hands-on global L&D leadership. It's all distilled into one framework to help you level up L&D. Access the L&D Maturity Model here - https://360learning.com/maturity-model KEY TAKEAWAYS You need a human in the loop. When you chain multiple AI steps together without human review, small inaccuracies compound and your final output can be seriously off. At step 1 it will be about 90% correct, take that content unchecked through 5 AI driven steps and you end up with something that is only 59% right. Grounding AI in SME interviews, recordings, and a curated knowledge repository and a fact-checking process or tool is critical to avoid hallucinations and keep content fresh.   You don't need to be a coder to build useful AI workflows: start with small “unit tests,” then turn repeatable wins into reusable skills your whole team can leverage.  AI creates space for L&D to stop being order takers and instead act as strategic consultants, orchestrating ecosystems, agents, and knowledge flows that solve real business problems.   BEST MOMENTS “I'm passionate about using AI to add business value and boost efficiency in learning and development without sacrificing the quality.”   “Where AI has come into the picture is it is making us move faster, not differently.”   “We shouldn't be order-takers. We should be consultants to guide the business and coach them towards best practices.”   "Start small....  it doesn't even have to be learning and development related.” Danny Barrow Bio Danny Barrow is Lead Learning Program Manager at Ridgeline, an investment management technology company, where he designs and implements learning and enablement solutions to help the business scale. His recent work has included re-imagining the onboarding curriculum for Ridgeline's Customer Experience department and leading the implementation of 360Learning's LMS, transitioning the company's training operations from manual processes onto the platform. Before Ridgeline, he worked at InvestCloud as a technical trainer. He is based in Los Angeles and studied at Pitzer College.https://www.linkedin.com/in/daniel-barrow-4b199163/ VALUABLE RESOURCES The Learning And Development Podcast - https://podcasts.apple.com/gb/podcast/the-learning-development-podcast/id1466927523 L&D Master Class Series: https://360learning.com/blog/l-and-d-masterclass-home ABOUT THE HOST David James  David has been a People Development professional for more than 20 years, most notably as Director of Talent, Learning & OD for The Walt Disney Company across Europe, the Middle East & Africa.  As well as being the Chief Learning Officer at 360Learning, David is a prominent writer and speaker on topics around modern and digital L&D.  CONTACT METHOD  Twitter:  https://twitter.com/davidinlearning LinkedIn: https://www.linkedin.com/in/davidjameslinkedin L&D Collective: https://360learning.com/the-l-and-d-collective Blog: https://360learning.com/blog This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

In this episode, Katherine Forrest and Scott Caravello sit down with Brian Daly, Director of the SEC's Division of Investment Management, to discuss how the Commission is integrating AI into its operations and encouraging innovation across the securities industry. They explore topics ranging from modernizing the rulemaking process in the AI era to the opportunities AI presents for retail investors. ## Learn More About Paul, Weiss's Artificial Intelligence practice: https://www.paulweiss.com/industries/artificial-intelligence

AI can hand you a confident, polished answer in seconds. So can a stock screener. But a number without context can lead you exactly where you don't want to go. In Episode 63, Greg walks through what happened when we ran our McDonald's ($MCD) report through an AI model. It flagged a drop in return on invested capital as a sign of trouble. We saw a 12% return during a year the economy shut down and called it a win. Same number, opposite conclusions. The difference was knowing what drove it.  The same trap shows up in dividend screens. General Mills ($GIS), Campbell's ($CPB), Kraft Heinz ($KHC), Smucker's ($SJM), and Conagra ($CAG) all offer attractive yields, yet most of them lost money over a decade when the S&P 500 gained more than 300%. Look underneath and the story is clear: weak returns on capital and a habit of overpaying for growth. Verizon ($VZ) and AT&T ($T) tell a similar story, while Xcel Energy ($XEL) flips it, with low returns today but a real catalyst ahead. We close with David Booth's book Stay Calm and its first rule: follow the science. Whether it comes from AI, a screener, or a headline, don't trust a number you can't explain. TOPICS COVERED[00:41] Introduction[03:11] AI critiques our McDonald's ($MCD) report.[07:59] Trust but verify: the limits of AI in investing[11:34] Listener question: Are dividend opportunities fading?[15:12] Food stocks: big yields, poor returns ($GIS, $CPB, $KHC, $SJM, $CAG)[18:54] Verizon ($VZ), AT&T ($T), and Xcel Energy ($XEL)[22:40] Turnarounds, value traps, and Nvidia ($NVDA)[26:38] Book review: Stay Calm by David Booth [30:32] How we're staying invested without overpaying [31:38] Final takeaway: don't let AI drive you off a cliff  ________  

While Chinese equities have lagged other emerging markets recently, a powerful innovation ecosystem is accelerating beneath the surface. In this episode of Talking Heads, Daniel Morris, Chief Market Strategist, and David Choa, Head of Greater Chinese Equities, discuss why domestic substitution and technological disruption make China a potentially compelling source of diversification for global asset allocators.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.

Get new episodes in your inbox - https://vc10x.beehiiv.comTom Duffy is a Director on the private markets team at TIFF Investment Management, an institutional investment firm founded over 35 years ago to serve nonprofit endowments and foundations. TIFF runs outsourced CIO and individual asset class strategies, with a 13-person private markets team and over three billion dollars in private market commitments across lower middle market private equity, micro-cap direct investments, small-cap secondaries, and an early-stage venture fund of funds program running since 1997.Tom breaks down how TIFF selects venture managers, how it underwrites a first fund with no track record, how it gets exposure to AI without chasing the theme, and what it's actually doing about the DPI drought.⭐ This episode is brought to you by Podcast10x - https://podcast10x.comKey topics we cover:- What TIFF looks for in an early-stage venture manager, and why focus beats coverage- How to underwrite an emerging manager raising Fund I with no attributable track record- Why judgment and partnership are the traits AI can't commoditize- Investing in AI and crypto through specialists rather than chasing the narrative- Why forcing exits to manufacture DPI is a worse outcome for LPsChapters:(00:00) - Preview(02:11) - The Origin Story and Mission of TIF(04:26) - Differentiating on Fees in Investment Management(05:29) - TIF's Private Market Strategies and Key Differentiators(08:06) - The Profile of a VC Manager That TIF Backs(10:40) - How TIF Evaluates and Underwrites Emerging Managers(13:21) - The Single Most Important Trait of the Best Managers: Focus(15:54) - Investing in AI and Crypto Without Chasing Themes(19:15) - Portfolio Diversification and Exposure to the AI Theme(21:07) - Managing the "DPI Crisis" and Liquidity in Private Markets(25:37) - Exploring Opportunities Beyond Popular Sectors and Geographies(27:00) - Rapid-Fire Round on TIF's Investment Thesis(27:20) - Sectors and Regions of Investment(27:38) - Allocation Between Emerging and Established Managers(28:13) - Preferred Fund Stage (Early vs. Late)(28:50) - Typical First-Time Check Size(29:17) - How Listeners Can Get in Touch(29:34) - Conclusion and Final WordsConnect with Tom Duffy:LinkedIn - https://www.linkedin.com/in/tom-duffy-cfa-cfp/TIFF - https://www.tiff.orgConnect with Prashant Choubey:LinkedIn - https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10XSubscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comDisclaimer: Tom Duffy, CFA, CFP, is a Director, Private Markets at TIFF Investment Management. All views expressed by him on this podcast are solely his opinions and do not reflect the opinions of TIFF. You should not treat any opinions expressed by Tom as a specific endorsement to make a particular investment. References to any securities are for informational purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any past performance discussed is not indicative of future results. Please keep in mind that investment in a fund entails a high degree of risk, including the risk of loss. Please note that TIFF does not endorse the ads featured in this podcast, and TIFF is not a sponsor of these ads.#VentureCapital #LimitedPartners #EmergingManagers #PrivateMarkets #FundOfFunds #Endowments #DPI #VentureLiquidity #AIInvesting #VC10X

Send us Fan MailWith the 10 Year Treasury hitting 5%, the bond market has taken center stage for many investors. On this episode, my Bernstein partner Rafa Bru and I discuss all the big issues in the bond market. Some of the topics include:The purpose of bonds in an investment portfolioHow bond prices work and their relationship to interest ratesOur outlook for bond returns going forwardForecast for the fed and interest rates changesThe factors driving interest rates higherHow best to structure a bond portfolio for today's environmentWe start with the basic but also get into more advanced strategies for those interested in a more technical discussion. Any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation.

9/18/26, Co-Host Josh Silver Are public employees' pensions at risk? Max Page speaks with teacher Matthew Scheffler, a member of the PRIM, the Pension Reserve Investment Management Board. Is there a substantial risk that Republicans can steal the Midterm elections by refusing to seat duly-elected Democrats? We interview Amherst College Political Science Prof Austin Sarat. Can you attend an amazing concert that is a benefit for the Amherst Survival Center? We speak with violinist and organizer Amanda Stenroos and Nate Kerbin, from the Survival Center. Short answer: see above. Longer answer: Brahms Requiem, Saturday, Sept 19, 4:00, Buckley Recital Hall, Amherst College. 120 musicians and choir members on stage. Bring a non-perishable food item to donate or another contribution if you can. Political Gold with Josh Silver: Can the Democrats take back the Senate? Can the Republicans maintain their majority? ArtBeat with Donnabelle Casis: Can you go on a treasure hunt for tiny art? Donnabelle takes us on a tour of the "Fun Sized Art Festival" in Northampton with Kim Carlino and Michael Crigler.

Wealth management firms are being asked to support more assets, deliver greater personalization and provide clients with increasingly real-time experiences. But behind the scenes, many investment teams are still operating across disconnected portfolio management, trading, CRM, accounting, compliance and reporting systems. As artificial intelligence moves from copilots and chatbots toward agents that can actually perform work, that fragmented infrastructure may become an even bigger constraint. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Sterling Perkins, director of solutions consulting at Ridgeline, to explore what happens when the investment management tech stack is rebuilt around a single system of record. Key takeaways: Why embedded AI with access to client, portfolio and transaction context could have an advantage over bolted-on tools Why AI could allow firms to grow AUM without increasing headcount How Ridgeline moves portfolio workflows from modeling through compliance, trading, accounting and billing How firms should think about governance, permissions and human oversight as AI agents take on more responsibility  Why the capacity created by AI can be reinvested in client relationships  Resources: Listen to WealthStack on Wealth Management Subscribe and listen to WealthStack on Apple Podcasts Subscribe and listen to WealthStack on Spotify Connect with Shannon Rosic: Shannon Rosic WealthStack website Wealth Management Connect with Sterling Perkins: LinkedIn: Sterling Perkins LinkedIn: Ridgeline Website: Ridgeline About Our Guest: Sterling Perkins is the Director of Solutions Consulting at Ridgeline, where he works at the intersection of wealth management and financial technology. He began his career as a financial advisor at Baird, helping grow a book of approximately $100 million across roughly 100 client relationships before transitioning into wealth technology. Sterling later spent six and a half years at InvestCloud, where he served as Global Head of Product and Global Head of Sales Engineering, before joining Ridgeline. His experience as both an advisor and technology leader gives him a practical perspective on investment management operations, AI, portfolio technology, and how firms can use connected systems to support growth and client service.

The global transition toward sustainability is facing a complex landscape. Geopolitical tensions and the AI revolution are redefining investment priorities. Ed Lees, Co-CIO of the Environmental Strategies Group at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, explore the durable long-term trends shaping the 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.

What is the market missing and where are the opportunities emerging on the ASX?In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas sit down with Julia Weng, Lead Portfolio Manager at Paradice Investment Management, to unpack what the latest reporting season revealed about corporate Australia and the outlook for Australian equities.Julia takes us inside the thinking of a fundamental fund manager looking beyond headline earnings to understand cash flows, balance-sheet strength, management quality and, importantly, what the market may be getting wrong.We explore Australia's emerging two-speed economy, where household conditions remain relatively subdued while corporate capital expenditure continues to accelerate, and discuss what employment, household savings, housing activity and business investment are telling us about the health of the economy.We also dig into some of the biggest investment themes facing ASX investors right now, including:Australian banks — have valuations moved too far ahead of the fundamentals, and what has really been driving the sector higher?AI and Australian equities — are companies actually seeing productivity and earnings benefits from artificial intelligence, or is the investment case still largely based on promise?REA Group, CAR Group and SEEK — could AI disrupt these businesses, or does their proprietary data actually become more valuable in an AI-driven world?Healthcare and former market darlings — how do you distinguish between a genuine buying opportunity and a company that deserves to trade at a lower valuation?WiseTech Global — what would Julia need to see before becoming more constructive on the stock?AG — why Julia sees the insurer as a particularly interesting exposure within the Australian market.Xero — and why Paradice remains constructive on the company's competitive position.Julia also walks us through the Paradice investment process, including how the team decides when to buy and sell, the few things that really matter when analysing a company, and the question at the heart of their stock selection process: what could the market be missing?The Paradice Australian Equities Fund typically holds 30–50 companies from the S&P/ASX 300, with its investment process focused on management, current and future cash flows and balance-sheet quality. As at 31 August 2026, the Fund had returned 10.34% p.a. net of fees since inception versus 9.20% p.a. for the S&P/ASX 200 Total Return Index, an outperformance of 1.14% p.a.If you invest in Australian shares, ASX companies or managed funds, or simply want to understand what professional investors are seeing beneath the surface of the market, this is an episode you won't want to miss.DISCLAIMERThe information discussed in this podcast is general in nature and does not constitute personal financial advice or a financial product. Although Candice Bourke and Felicity Thomas are registered Financial Advisers at Shaw and Partners, the content discussed does not take into account your personal objectives, financial situation or needs. You should seek appropriate professional advice before making any financial decisions.Any views or opinions expressed by our guest are their own and should not be taken as personal financial advice or a recommendation to buy or sell any particular investment. Past performance is not a reliable indicator of future performance. Facts and information discussed in this episode are based on information available at the time of recording, 14 September 2026.Talk Money To Me is hosted by Candice Bourke and Felicity Thomas of Shaw and Partners.To learn more about our investment and financial solutions, or to discuss the Paradice Australian Equities Fund, contact us at cftgroup@shawandpartners.com.au.#TalkMoneyToMe #AustralianEquities #ASX #AustralianShares #Investing #ReportingSeason #AI #ArtificialIntelligence #Paradice #FundManager #PortfolioManagement #AustralianEconomy #WiseTech #IAG #Xero #ASX200 Hosted on Acast. See acast.com/privacy for more information.

Emerging market equities have increasingly evolved into a technology and manufacturing-led asset class in the wake of a surge in AI‑related capital expenditure by the hyperscalers. Zhikai Chen, Global Head of Emerging Market Equities at BNP Paribas Asset Management, and Daniel Morris, Chief Market Strategist, discuss how emerging market equities are benefitting from both structural economic growth and the competitiveness of manufacturing and knowledge‑based sectors.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 of C-Suite Unplugged, Craig Senyk, Board Chair of Mawer Investment Management joins Adam Legge for a conversation on leadership, investing and the value of thinking long term. Reflecting on nearly three decades at Mawer, Craig and Adam unpack the leadership lessons that have shaped his career, the firm's disciplined approach to investing, and why strong culture matters in business, markets and community. Tune in for a conversation on staying grounded through uncertainty, building for the long term and finding meaningful ways to contribute beyond the boardroom. --------------------- About the Business Council of Alberta The Business Council of Alberta was founded on a simple idea: to make life better for all Albertans. We believe that business has an important role in improving society, and that when business does well, we all do well. We work with the chief executives and leading entrepreneurs of Alberta's largest enterprises to understand the big, long-term challenges that Albertans are facing and work with industry, government, and civil society to solve these problems and build shared prosperity for every person who calls Alberta home. Check out more of our recent work: https://bit.ly/3JG9ifS Listen to BCA Podcasts: https://bit.ly/3bHlfFB Subscribe to our monthly newsletter: https://bit.ly/3BPxDhv Follow us on socials: LinkedIn: https://bit.ly/3QaetHE YouTube: https://bit.ly/3QswqAV X: https://bit.ly/3P7pgB0  

Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. Boutaina Deixonne, Head of Euro Investment Grade and High-Yield Credit, in the Fixed Income team at BNP Paribas Asset Management tells Chris Iggo, CIO of AXA IM Core, part of BNPP AM, that her team seeks performance from Euro short-duration bonds via broad diversification and rigorous security selection.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.

Hotel sales in the US are up 28% in the first half of 2026 — and a meaningful chunk of that activity is chasing bad Yelp reviews, not trophy assets. JMI Realty founder Drew Bridges joins the show to break down how his firm is using AI to source acquisition targets off terrible guest feedback. The specific deal: a Hilton Garden Inn in Austin bought for $100K per key that reviewers called "janky" and "a complete nightmare." Drew walks through the renovation math, why he's keeping the brand, and why only 184 of 789 US submarkets have outpaced CPI since 2019 — a stat that underpins his thesis that a massive basis reset is underway across the industry. Then the crew digs into Rafat Ali's latest column arguing that independent boutique brands have effectively become the outsourced R&D labs of the global flags. Graduate, Nomad, Standard International, Ace, CitizenM — all absorbed in the last two years. Edwin pushes back: maybe the right size for a great independent brand is just smaller than anyone wants to admit. Scott says 95% of what the public hotel companies do is shareholder theater. Ben says the Edition model — bring in a founder, protect the brand — is the playbook nobody's replicated. Spice of the week: Scott on Google's move toward agentic hotel booking and what it means for distribution. Zach on United's cinematic route reveal and the coming shift from performance marketing to storytelling. Ben on why the real risk isn't a failed bet — it's doing nothing in an industry full of dinosaurs.   About the Guest: Drew Bridges Drew Bridges joined JMI Realty in 2011 as a Financial Analyst, where he underwrote new development, acquisition, and financing opportunities. Today he leads Investment Management for JMI's developed assets, overseeing property management, implementing capital expenditure and value enhancement strategies, and managing investor relations. A graduate of Cornell University, Mr. Bridges began his career at Archon Group in Dallas, where he worked on initiatives ranging from the acquisition of non-performing loan portfolios to the spin-off of what became Pillar Hotels and Resorts. Drew on LinkedIn: https://www.linkedin.com/in/drewbridges/   Your Hosts: Zach Busekrus — Journey LinkedIn: https://www.linkedin.com/in/zachbusekrus/ Instagram: https://www.instagram.com/behindthestays/   Scott Eddy — Global Travel & Hospitality Expert @MrScottEddy LinkedIn: https://www.linkedin.com/in/mrscotteddy/ Instagram: https://www.instagram.com/mrscotteddy/   Ben Wolff — Founder of Onera & Oasi LinkedIn: https://www.linkedin.com/in/ben-wolff/ Instagram: https://www.instagram.com/iambenwolff/   Edwin Kramer — Luxury Hotelier Consultant & Former GM LinkedIn: https://www.linkedin.com/in/edwinckramer/ Instagram: https://www.instagram.com/edwinkramer/  

The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset Management, that the Nordic region is politically, socially and economically stable – a big positive for industries and companies. 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 of Well-Caffeinated, host Tim Clark is joined by David Nicolardi, a Private Funds and Secondaries partner in Freshfields' Washington, DC office, to examine one of the first principles of fund management: identifying and managing conflicts of interest. The conversation explores how regulators think about conflicts and investment adviser fiduciary duties, drawing on David's experience in the SEC's Division of Investment Management. Tim and David unpack why treating conflicts as mere “speed bumps” to rush past is a dangerous mindset, and why thoughtful identification and management are fundamental to an adviser's fiduciary duty. Tim and David also cover the two pillars of managing conflicts – disclosure and mitigation – and the standard of “full and fair” disclosure, informed consent and when formal approval from investors or an LP advisory committee is required.

A tongue twister of a move – Bessent's Big Bond Blunder (say that a few times). Bitcoin moving higher – not for the reasons you think. The shine is off the penny – Investors rethinking their tech bets. This week’s guest – all over SpaceX, Tesla and the latest tech is  – 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 (https://thedisciplinedinvestor.com/blog/tdi-strategy/) Stocks mentioned in this episode: (NVDA), (MSFT), (AMD), (TSLA), (SPCX)

This morning, a small kitchen-and-bath supplier nobody's ever heard of went up 200% before lunch. By the afternoon, it was already sliding back down. Meanwhile, one of the most boring yet beloved businesses in America just got cheaper than it's been in five years. In today's market, it's easy to miss which one is the actual opportunity. This month, Greg starts with FGI Industries ($FGI), a $9 million company that briefly saw a day's worth of trading change hands worth $1.5 billion. He walks through how a thin float and a wave of momentum trading turned an unremarkable quarter into a day trader's dream. He also gets into why chasing the inevitable crash back down, especially by shorting it, can be far riskier than it looks. It's a story with zero connection to cash flow. From there, he makes the case that all assets and investments are built on cash flow, which sets the stage for a deep dive on the McDonald's ($MCD) story. It's not a hamburger story. It's a royalty and rent story, with 95% of restaurants franchised, over 60% of revenue recurring, and returns on invested capital that have sat in the high teens since 2009. Greg breaks down the 10-year dividend model, why the stock is about as cheap as it's been in half a decade, and what would actually have to go wrong for the thesis to break. Two companies, two completely different definitions of opportunity. One's a lottery ticket. The other's a cash flow machine that's been quietly compounding for decades.  TOPICS COVERED[00:41] Introduction: flash money vs. slow and steady[03:31] FGI Industries ($FGI): how a small-cap stock spiked 200% in a morning[09:36] The hidden danger of shorting a low-float speculative stock[13:03] Dividend yields are falling — is the strategy still viable?[17:16] Why every asset ultimately depends on cash flow[20:32] Introducing McDonald's ($MCD): not the story you think it is[21:53] Franchise economics: royalties, rent, and McDonald's scale advantage[30:39] Return on invested capital and 20 years of consistent dividend growth[32:21] The 10-year dividend model: mapping out a potential double[34:45] What could go wrong: GLP-1 drugs, shifting habits, rising input costs[41:04] Valuation today and where we would start buying[43:20] Final takeaway: discipline beats the illusion of easy money ________  

The need to invest in sustainable farming is becoming increasingly urgent. Maxence Foucault, Environmental, Social & Governance Specialist, tells Daniel Morris, Chief Market Strategist, that farmland investing can offer strong diversification benefits with its low correlation to more traditional assets.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.

Alex Gentilli is the Director of Investment Operations at the Colby College Office of Investment Management. He came to Colby after spending time in trading and investment operations at places like Arrowstreet Capital and The Baupost Group before moving to the allocator seat.We get into building an operating model from a blank slate — digitizing the investment book of record, selecting a portfolio management system, standing up a research management system, and putting cash controls and capital call discipline that had been part of the college treasurer's office for years.Alex describes the common tech stack build as a New England farmhouse — rooms added one at a time as the need came up — stepping back and decided it was time to redesign the house than do another addition.We also dig into how he actually runs vendor selection: a weighted rubric, scoring each product immediately after the debrief to beat common organizational challenges and best ways to run a process.Learn MoreFollow Capital Allocators at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tseides⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠mailing list ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Access transcript with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Membership ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠)

This week, Jack Sharry talks with Indivisible Partners' Founder and Chief Technology Officer, Alok Kapoor, and Founder and Chief Operating Officer, John Hoharty. Alok oversees and guides the firm's technology direction and brings leadership experience from Fidelity Investments and Merrill Lynch. John leads the company's growth by optimizing operations and technology, with a track record of managing large-scale initiatives and building platforms at Merrill Lynch's Global Wealth and Investment Management for Bank of America. Alok and John discuss how technology and operations serve as competitive differentiators for wealth firms. They share how they built a fully integrated platform, powered by technology and human expertise, to align clients', advisors', and firms' objectives. Alok and John also discuss what it means to deliver total wealth advice and how the future of wealth management will be shaped by those with the capabilities to serve clients best and build processes and efficiency into their businesses. In this episode: (00:00) - Intro (01:51) - The 'why' behind Indivisible Partners  (03:55) - How innovation in fintech has transformed wealth management   (06:01) - Technology and operations as competitive differentiators (09:46) - What Indivisible Partners is building and who it's for  (13:28) - Why platform architecture and integration matter  (18:38) - Scaling organic growth without losing the client experience  (20:23) - What the best firms will look like in the future (21:50) - John and Alok's key takeaways (24:41) - John and Alok's interests outside of work Quotes "When you're dealing with people's wealth, you can't make mistakes in the back office. The soundness and safety, the consistency, and the quality of the reporting and interaction in this day and age, the movement of money, and the protection of those assets are so important." ~ John Hogarty "We needed a capability where every advisor could lay out their desktop exactly the way they want to see information, in the order they want to see it." ~ John Hogarty "Everybody out there will talk about the capabilities they're building into their products. It's really easy to move quickly on a rocky foundation. We work really well in making sure we're moving very quickly on an extremely solid foundation." ~ Alok Kapoor "Most firms treat technology and operations as back-office cost centers. They're measured on risk. They're measured on budget. We think of them as the product. Because to the advisor and client, this stuff working is the product. It has to work." ~ Alok Kapoor Links  Alok Kapoor on LinkedIn John Hoharty on LinkedIn Indivisible Partners John Thiel Advyzon Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

What happens to your retirement portfolio when the next major market downturn arrives? Markets can spend years moving higher, making it easy to forget how quickly conditions can change. Preparing for uncertainty often starts long before volatility returns. In this episode, Robert Curtiss speaks with James St. Aubin, CFA®, CAIA®, Chief Investment Officer and Portfolio Manager at Ocean Park Asset Management, about protecting portfolios during market declines without relying solely on traditional diversification.  They explore trend following strategies, downside risk management, investor psychology, portfolio construction, changing stock and bond correlations, the strengths and limitations of AI investment tools, and why maintaining a disciplined investment process becomes increasingly important as retirement approaches. Key points: How trend following strategies seek to reduce large portfolio drawdowns through disciplined investment rules Why diversification alone may not provide enough protection during certain market environments How retirement timing changes an investor’s ability to recover from significant portfolio losses What recent bond market performance reveals about changing stock and bond correlations Why AI investing tools should support, rather than replace, thoughtful financial decision making And more! Resources: Educational videos (bottom of the page) Connect with James St. Aubin: LinkedIn: James St. Aubin Website: Ocean Park Asset Management Connect with Robert Curtiss: rcurtiss@seia.com (626) 795-2944 About Robert Curtiss  LinkedIn: Robert Curtiss Facebook: Robert Curtiss SEIA LinkedIn: SEIA About Our Guest: James St. Aubin, CFA®, CAIA®, is Chief Investment Officer and Portfolio Manager for Ocean Park Asset Management. He has oversight of all Investment Management department activities, in collaboration with Co-founders David Wright and Kenneth Sleeper. An experienced investment management executive, his career of more than 20 years includes leadership roles in asset allocation, manager research, and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder.

Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™.Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals.Call today, 404-250-9798, for your Wealth Alignment™ Analysis.To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPA

Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™.Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals.Call today, 404-250-9798, for your Wealth Alignment™ Analysis.To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPA

How long could your retirement last, and is your plan built for that possibility? On this episode, Frank Guida and Frankie Guida discuss the growing importance of planning for longevity and turning retirement savings into sustainable income. They explore how Social Security decisions, tax planning, investment management, and spending strategies can influence retirement lifestyles. The conversation also highlights the value of having a defined income plan rather than relying solely on account balances. Learn how retirees can evaluate their resources, spending needs, and long-term goals to better understand the road ahead . Schedule a complimentary appointment: A Better Way Financial Learn more about Frank and Frankie's book here! Buy Frank's book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Buy Frankie's book! Amazon Best Seller, ""A Better Way to Retire: How a Fiduciary Retirement Planner Can Be the Key to Financial Success" CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™.Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals.Call today, 404-250-9798, for your Wealth Alignment™ Analysis.To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPA

Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™.Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals.Call today, 404-250-9798, for your Wealth Alignment™ Analysis.To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPA

The shift toward independence in wealth management is accelerating. More financial advisors recognize that owning and scaling a practice on their own terms offers something a traditional employee model cannot: genuine enterprise value. Yet many advisors still measure success by annual income alone, leaving millions of dollars on the table when the time comes to transition, sell, or pass on their business. The question is no longer whether to think like a business owner. It is how to start. In this episode of the InvestmentNews podcast, host Bruce Kelly sits down with Jeff Brown, Independent Solutions Platform Growth Director at Wells Fargo Wealth and Investment Management, to unpack what enterprise value actually means for financial advisors and how to build it intentionally. Brown brings a rare perspective: he returned to Wells Fargo Advisors in 2025 after having grown a firm to $400 million in advisory assets, and now helps advisors achieve the same trajectory from within. The conversation covers Wells Fargo Advisors' multichannel model including not only traditional wirehouse options but also the independent options available with Wells Fargo Advisors Financial Network (FiNet), and why the ability to move between channels without changing client account numbers is a game changer for advisors weighing their next move. Tune it to learn that: • Enterprise value is measured as a multiple of top-line revenue or EBITDA and can reach 4 to 5 times revenue or 12 to 15 times bottom line when advisors check the right boxes. • Some of the highest-impact moves a founder can make in transitioning into being a true business owner or CEO • Wells Fargo's supported independence model with FiNet could effectively double the enterprise value multiple compared to a traditional employee arrangement. • Building next-gen leadership, systematizing processes, centralizing investment management, and creating consistent lead flow & marketing practices are the structural moves that drive long-term firm value. • Wells Fargo's forthcoming RIA Solutions platform will allow advisors to go fully independent with multiple custodians while keeping existing client account numbers intact. Every advisor will have an exit, planned or otherwise. Tune in now and start building a practice worth more than the income it generates.

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback via Rapidus, European defense investment, and the case for global diversification when US market concentration hits a 93-year high. Topics covered: (00:00) Host intro and Hervé's international investing background (05:05) US tech concentration and the case for diversification (10:00) Europe's shift toward bureaucracy and regulation (15:10) Sweden's capitalism pivot and European contrasts (20:21) Japan's lost decades and the macro turnaround (25:20) Japan's semiconductor strategy and the Rapidus initiative (30:18) Global rotation beyond the US and investor caution (35:05) Emerging markets pain, BRICS, and Latin America opportunity (40:04) Currency risk, hedging, and export-focused plays About Mercator Investment Management: Mercator is an international asset manager focused on non-US equity opportunities across developed and emerging markets. Hervé Van Caloen brings decades of experience investing across Latin America, Asia, and Europe, with particular expertise in identifying structural reforms and macro pivots that create multi-year equity re-ratings. Where to find Hervé and Mercator: Website: mercatorinvestments.com Contact: Hervé Van Caloen — herve.vancaloen@mercatorinvestments.com The Lead-Lag Report: leadlagreport.com Sponsored by Mercator Investment Management — this episode is presented as part of Mercator's Lead-Lag Live sponsored webinar series covering international investment opportunities. This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Views expressed by Hervé Van Caloen are his own and do not necessarily reflect the views of Lead-Lag Publishing, LLC. Investors should conduct their own due diligence before making any investment decision. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Welcome back to the Alt Goes Mainstream podcast.We sat down with Kyle Kniffen, Managing Director, Global Head of Alternatives, Third Party Wealth at Goldman Sachs. We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.A little over two years ago, I wrote on AGM about how, at $456B in AUM in alternatives, Goldman Sachs was a “sleeping giant” in private markets. In reality, Goldman is anything but a sleeping giant in private markets, having started its private equity business in 1984 and earning the distinction of being a top-5 alternatives manager by AUM across both traditional and alternative asset managers.Today, Goldman has grown its alternatives business to over $625B in AUM.The firm has expanded its platform with the acquisition of Industry Ventures and a partnership with T. Rowe Price to deliver public and private markets solutions to the wealth channel, and, most recently, the creation of its Alternative Investment Platform to provide HNW clients with direct access to private companies.The evolution of Goldman's Alternatives business reflects a thoughtful, measured approach to understanding the needs of wealth channel investors and finding the utility and purpose of strategy, product, and product structure.That was much of the focus of the conversation Kyle and I had in Berlin. We discussed the objective and utility of private markets in a portfolio. We covered:The growth of evergreen funds.Why evergreens are the product structure of choice.Why are evergreens also appealing to institutional allocators, insurance companies, and UHNW investors?How GPs and LPs are approaching LP composition to evergreen vehicles.The next wave of product innovation.The build, buy, partner framework Why Goldman is so excited about the GeoWealth partnership and what the future of model portfolios look like.What is not known but should be known about the Goldman Alternatives franchise.BioKyle Kniffen is a managing director in the Client Solutions Group within Goldman Sachs Asset Management. He serves as global head of Alternatives for Third Party Wealth (TPW), overseeing client strategy for the firm's TPW clients globally, delivering the power of the Alternatives investing platform to a broad set of individual investors through our partnerships with financial intermediary clients and their advisors, including Private Banks, Broker-Dealers, RIAs and other distribution platforms. Kyle partners closely with leadership across our Alternatives franchise to develop products that meet our clients' evolving needs. He is also co-chair of the AWM Global Distribution Working Group.Prior to this role, Kyle was in Alternative Capital Markets (ACM), serving as head of ACM for Goldman Sachs Ayco and leading coverage for One Goldman Sachs financial sponsors globally. He joined Goldman Sachs in 2018 as a vice president in ACM and was named managing director in 2021.Prior to joining Goldman Sachs, Kyle led a variety of distribution and product management teams for Bank of America's Alternative Investment Group within their Global Wealth and Investment Management division.Kyle is a board member for the Institute of Portfolio Alternatives (IPA), and a member of The Economic Club of New York. Kyle earned a BA from Gettysburg College.Thanks, Kyle, for sharing your wisdom, expertise, and passion about private markets and serving the wealth channel.Show Notes00:00 AGM Live from SuperReturn Berlin00:22 Meet Kyle Kniffin01:10 Wealth Meets Private Markets01:37 Big Pools Little Allocation02:24 Alt Strategies Explosion03:04 Lessons from Hedge Funds03:34 Start with Client Goals03:53 Risk Liquidity Tradeoffs04:10 Portfolio Utility First04:25 Holistic Private Markets04:44 Fit and Terms Matter05:07 Setting Expectations05:32 Product Innovation Shift05:52 Evergreens and Flexibility06:10 Monthly Access and Tactics06:39 Evergreen Growth Rates06:45 Education and Dispersion07:15 Why Evergreens Exist07:41 Diversification Lower Minimums08:04 Operational Simplicity08:21 Evergreen Nuance Phase One08:47 Goldman in Third Party Wealth09:26 Institutions Buying Evergreens10:31 LP Mix and Liquidity Caps11:36 Institutionalizing Wealth Platforms13:29 Goldman Platform Advantage14:46 Feeding the Evergreen Engine15:13 GeoWealth and Model Portfolios15:45 T Rowe Price Collaboration16:12 Build vs Buy Partner Balance16:42 Industry Ventures Acquisition17:33 Goldman Alts Heritage18:35 Pioneering GP Stakes19:45 Secondaries Since 199820:12 Apex of Private Markets21:08 Will Secondaries Be Core21:48 Max Flexibility for Wealth22:42 Customization vs Scale23:16 Flagships Then Bespoke23:49 Lessons from Private Wealth25:10 Broader Menu of Privates25:34 Closing Thoughts 

Artificial Intelligence (AI) is impacting the media and advertising industries, triggering a pivot away from simply generating billable hours towards the production of higher value-added content. Matthijs Leendertse, Senior Lecturer for Media Economics at Erasmus University, Rotterdam, talks with Daniel Morris, Chief Market Strategist, about the development of AI and its potential future impact on our societies.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.

As the PRI marks its 20th anniversary, responsible investment stands at a turning point. In an investment landscape that has grown more complex, what will it take to shape the next chapter of responsible investment?  Cambria Allen-Ratzlaff, Interim CEO of the PRI, is joined by Josselin Kalifa, CIO of Caisse des Dépôts Asset Management and Co-Chair of the Net Zero Asset Owner Alliance, and Anne-Marie Chidzero, CIO at FSD Africa Investments.Together, they explore why responsible investment is increasingly recognised as simply good investment, how emerging markets are shaping the future of sustainable finance, and how investors navigate a more complex and fragmented global landscape. From capital mobilisation and blended finance to technology, resilience and the next generation of investment leaders, the conversation looks ahead to what will make responsible investment more credible, more relevant and more effective over the next 20 years.Detailed coverage:Responsible investment is good investmentThe guests discuss how ESG considerations have become embedded within investment processes, with responsible investment increasingly viewed as applying sound judgement, managing long-term risks and identifying material drivers of value.Emerging markets are shaping the futureAnne-Marie explains how African financial markets are developing their own responsible investment approaches, with growing pools of domestic capital helping finance solutions tailored to local economic, social and environmental priorities.Maintaining credibility through financial materialityThe conversation explores why responsible investment must remain grounded in evidence, financial relevance and measurable outcomes rather than ideology, particularly in an increasingly fragmented political environment.Mobilising capital for sustainable growthExamples from African capital markets demonstrate how collaboration between development finance institutions, private investors and local markets can unlock innovative financing solutions for water, energy and natural capital.The role of stewardship and asset ownersJosselin reflects on how asset owners can influence long-term outcomes through investment decisions, manager selection, voting and ongoing engagement with portfolio companies.Technology, resilience and the future of financeThe guests discuss the growing importance of digital resilience, AI, data quality and stronger financial infrastructure in supporting sustainable economic development.A multidisciplinary futureThe episode concludes by encouraging the next generation of investment professionals to combine financial expertise with disciplines such as climate science, technology, geopolitics and demography to navigate an increasingly complex investment landscape.Chapters:00:00 – Introduction: 20 years of the PRI and responsible investment04:12 – Why responsible investment is now simply good investment06:43 – Emerging markets and Africa's growing influence10:27 – Remaining credible in a changing global landscape16:16 – Financing inclusive growth and resilient economies19:43 – The role of asset owners and stewardship24:21 – Technology, innovation and deepening capital markets27:38 – Partnerships to mobilise sustainable finance30:27 – Advice for the next generation of investors33:10 – Final reflections on the next 20 years of responsible investmentDisclaimer: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.

A century-old tech company just took a gut punch from Wall Street. A century-old oil giant hasn't had an exciting headline in years. Ten years from now, which one do you actually want to own?In this episode, Greg takes the long view on two very different dividend payers. The first is IBM ($IBM), a stock that ran from the low $200s to a high near $325 over the past year as its quantum computing story caught fire. It then dropped back to around $205 after disappointing contract delays spooked the market. Greg walks through why the selloff isn't the end of the story: IBM's debt has improved, revenue is growing again after years of stagnation, and at roughly 17 times earnings, he argues investors are no longer paying for the quantum computing option.The second is Chevron ($CVX), a stock with none of IBM's drama and, in Greg's view, almost all of the certainty. Diversified across exploration, refining, and chemicals, with a dividend track record that held even when oil prices went negative in 2020, Chevron represents a different kind of long-term bet. It's not a call option on a breakthrough, but a compounding cash flow machine that is also a quiet beneficiary of AI.Two very different companies, one shared idea: real wealth is built by holding through the boring years, not by chasing the exciting ones.TOPICS COVERED[00:41] Introduction: Two Long-Term Stories, Two Different Bets [03:04] IBM ($IBM): From Story Stock to Speed Bump [04:47] Inside IBM's Business: Software, Consulting, and Red Hat [08:41] The Quantum Computing Bet Behind the Stock [13:44] IBM's 10-Year Dividend Growth Math [16:24] Chevron ($CVX): The Cash Flow Machine [18:17] Chevron's Dividend Track Record and Financial Strength [20:40] Diversification: Upstream, Downstream, and Chemicals [21:15] Chevron as a Natural Gas and AI Play [23:49] Why Chevron Over Exxon ($XOM)? [25:45] Two Long Views, One Lesson in Patience [28:02] Final Takeaway: It's All About the Waiting ________ 

Equities in the US, Europe, Japan and emerging markets should see strong second quarter earnings growth. As Nadia Grant, Head of Global Equities, tells Chief Market Strategist, Daniel Morris, year-to-date equity returns have been highly concentrated, notably AI-linked hardware stocks ‘at the expense of everything else, particularly software'.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.

June saw particularly strong inflows into exchange-traded funds (ETFs), taking total assets under management in UCITS ETF beyond €3 trillion for the first time. As Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist, Daniel Morris, inflows were strongest in the US and Japan; European and emerging market figures were less impressive.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 take to leave a secure career, become self-employed and build a financial planning business managing close to £40 million in just three years?In this episode of the Financial Planner Life podcast, Sam Oakes speaks with Samantha Wood, founder of Wood Mitchell Financial Planning and a Partner at St. James's Place.Samantha's career began in the British Army, where she progressed from soldier to officer and developed the discipline, leadership and adaptability that would later shape her career in financial services.After leaving the military, Samantha moved into investment management, completed her Chartered Wealth Manager qualifications and spent almost a decade working with high-net-worth private clients. She later made the decision to leave employment, become a self-employed financial planner and build her own business from the ground up.Samantha shares how she started with zero clients, built trusted relationships with accountants and professional introducers, developed a niche working with business owners and grew her practice to nearly £40 million in assets under management.The conversation also explores why financial planning is about more than investment performance. Samantha explains how strong financial planning can reduce anxiety, improve financial well-being and give clients greater confidence about their future.This episode is essential listening for aspiring financial planners, investment managers considering a career change, military professionals exploring financial services and advisers who want to build a sustainable financial planning business.Subscribe to Financial Planner Life for more honest conversations about careers, leadership, business growth and opportunities within financial planning and financial services.In this episode, you will learn:00:00 From Zero to Nearly £40m Under Management00:40 Samantha Wood's Financial Planning Career Story01:40 Joining the British Army at 1603:29 Transferable Military Skills for Financial Services04:26 Leadership, Communication and Leading from the Front05:33 Discipline, Well-Being and High Performance06:34 Leaving the Military and Exploring New Careers10:50 Breaking into Investment Management13:11 Working with High-Net-Worth Private Clients15:40 Why Client Relationships Matter More Than Technical Knowledge17:27 Becoming a Chartered Wealth Manager19:44 Investment Management vs Financial Planning22:11 How Investment Experience Adds Value for Clients23:54 Financial Planning, Anxiety and Financial Well-Being27:47 Communicating with Clients During Market Volatility32:14 Why Samantha Chose a Career in Financial Planning34:00 Leaving Employment to Build a Financial Advice Business35:10 Why She Chose St. James's Place36:44 Making the Leap into Self-Employment39:31 Planning Your First Year as a Self-Employed Adviser41:02 How Long Does It Take to Earn Consistent Income?44:22 Building a Financial Planning Practice to Nearly £40m45:43 Finding a Financial Planning Niche47:09 Helping Business Owners Plan Beyond Their Business48:28 Building a Referral Network with Accountants50:13 Systems, Technology and Your First 12 Months52:12 Taking Smart Risks and Aiming Higher54:37 Autonomy, Family Life and Running Your Own Practice57:50 The Reality of Being a Financial Planner and Business OwnerTo find out more about Samantha's work at St. James's Place, visit www.sjp.co.ukFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Generation Investment Management seeks to stamp AI with a mandate for sustainability; how closing the gender gap could ease skill shortages in Latin America's mobile workforce; and the California pension fund behind Inox Clean Energy's ambitious rollup of solar manufacturing and generating assets.To try ImpactAlpha Edge, ⁠⁠⁠⁠click here⁠⁠⁠⁠. RSVP for next week's Call.This week's stories: “Generation Investment Management seeks to stamp AI with a mandate for sustainability,” by Amy Cortese“Amid trillion-dollar IPOs, impact investors seek pathways to steer technology towards shared prosperity,” by Antony Bugg-Levine“Human agency is the next frontier for impact investing,” by Florian Kemmerich and Randall Zindler“Closing the gender gap to ease skill shortages in Latin America's mobile workforce,” by Erik Stein"CalPERS-backed Inox Clean Energy gets funding from Indian family office to ramp up renewables development," by Jessica Pothering

Host Brian Walsh takes up ImpactAlpha's top stories with editor David Bank. Up this week: Generation Investment Management seeks to stamp AI with a mandate for sustainability; how closing the gender gap could ease skill shortages in Latin America's mobile workforce; and the California pension fund behind Inox Clean Energy's ambitious rollup of solar manufacturing and generating assets.To try ImpactAlpha Edge, ⁠⁠⁠⁠⁠click here⁠⁠⁠⁠⁠. ⁠RSVP for next week's Call⁠.This week's stories: “⁠Generation Investment Management seeks to stamp AI with a mandate for sustainability⁠,” by Amy Cortese“⁠Amid trillion-dollar IPOs, impact investors seek pathways to steer technology towards shared prosperity⁠,” by Antony Bugg-Levine“⁠Human agency is the next frontier for impact investing⁠,” by Florian Kemmerich and Randall Zindler“⁠Closing the gender gap to ease skill shortages in Latin America's mobile workforce⁠,” by Erik Stein"⁠CalPERS-backed Inox Clean Energy gets funding from Indian family office to ramp up renewables development⁠," by Jessica Pothering

Despite trebling in size since 2020, fixed income ETF (exchange-traded fund) assets remain under-bought in Europe. Luca Pagni, Head of Fixed Income ETFs, tells Daniel Morris, Chief Market Strategist, that there is still great growth potential for bond ETFs – for a variety of reasons.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.

The recent heat wave in Europe provided a unique environment for the 75,000 attendees of the London Climate Action Week. Climate Lead Thibaud Clisson tells Chief Market Strategist, Daniel Morris, that this major climate finance gathering focused on seeking concrete solutions to accelerate and finance the energy transition and climate adaptations, and on how to best channel private funding towards practical solutions.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.

The news says the market is down, up, sideways... but which market? The Dow, the S&P 500, SCHD, gold, real estate—on any given day, they're all doing something different. If you don't know which market is actually yours, sooner or later, one of the others will seduce you into a move you'll regret.In Episode 60, Greg takes on a question that sounds almost too simple: What is the market? Using six real-world examples—from dividend ETFs to Denver office towers to SpaceX ($SPCX)—he shows how dramatically different markets can move in completely opposite directions at the same time and why investors who haven't clearly defined their market tend to react to the wrong signals at the worst possible moments.The clearest example is SCHD, Schwab's dividend ETF. From 2022 through 2025, it lagged the S&P 500 by a wide margin in three of four years—enough to break most investors. Then 2026 hits: SCHD is up nearly 20%, and the S&P is under 9%. The investors who stayed were right all along. They just had to get comfortable with 3 years of underperformance to realize the benefit. Greg explains why that gap—between being right and feeling right—is where a lot of investors lose focus.The same pattern runs through two 29-story office towers in downtown Denver that sold for $5 million total, while the equivalent square footage five miles away in Cherry Creek would fetch over $63 million. Or Microsoft ($MSFT), which swung from $550 to $355 to $460 to $390 in a single year while its dividend grew at 10% annually without interruption. Price and value are not the same thing—and once you know which market you're actually in, the noise from every other market gets a lot easier to ignore. All kinds of “markets” can work. The investors who build wealth aren't necessarily picking the best one; they're staying committed to the one that works for them. Topics Covered: [00:11] Introduction & 5th Year Anniversary [03:06] What Is "The Market"? Defining the Question [06:04] SCHD vs. S&P 500: Four Years, Two Very Different Outcomes [10:00] The Three Tiers of Dividend Investing [12:53] Denver Real Estate: Same City, Two Different Markets [19:28] Gold: A Market With Its Own Rules [21:35] SpaceX: When Valuation Defies Convention [24:19] Microsoft ($MSFT): Price vs. Value in Real Time [27:30] Takeaway: Pick Your Battles, Win the War [31:34] Close: Get on the Line and Stay on the Line (GDP Eventually Goes Up)________ 

Laila Kollmorgen, Global Head of CLO Tranche Investing at MetLife Investment Management, joins The CLO Investor podcast to discuss her investment approach across the CLO capital structure and the products her team manages. Laila shares why she currently sees compelling opportunities in CLO equity, junior BBBs, and AAAs, while offering insights on software credit risk, AI disruption, private credit, and the evolving outlook for leveraged loans and CLOs.

What if you could get back 100 to 200+ hours a year without sacrificing the quality of your investment management?In this episode, Libby sits down with Darol Ryan, Managing Partner of Main Management, to discuss one of the biggest hidden time drains in many advisory firms: portfolio management. From researching investments and preparing for review meetings to managing custom portfolios and rebalancing accounts, advisors often spend countless hours on work that may no longer be the highest and best use of their time. Together, they explore how custom model portfolios can help advisors create scale, increase consistency, and free up valuable time to focus on clients, planning, growth, and life outside the office.In this episode, you'll learn:How advisors are saving 100–200+ hours per year by moving from individually managed portfolios to scalable model-based investment managementWhy custom portfolio management often becomes the bottleneck that prevents firms from growing beyond certain asset and client thresholdsHow custom advisor models are built and tailored to fit your investment philosophy, client base, and unique planning needsWhy the future value of financial advisors lies in relationships, behavioral coaching, tax planning, and financial advice—not spending weekends researching investmentsIf you've ever found yourself spending nights, weekends, or entire weeks preparing portfolio reviews, researching investments, or managing dozens of portfolio variations, this conversation will challenge you to rethink where your time is best spent. As technology and AI continue to reshape the industry, the advisors who thrive will be the ones who create efficient systems behind the scenes so they can spend more time doing what clients truly value most.Book a call to have custom portfolios build for your business HERE! Email Darol Ryan directly here: Ryan@mainmgt.comCheck out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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 0:33 - Jerome Powell, Kevin Warsh, & CPI Review 3:43 - Employment Numbers & Data Centers 5:28 - What Does Your Advisor Do? 9:34 - What Should You Expect? 13:07 - What Are You Getting vs Giving Up? 16:56 - Looking at Taxes on a Continuum 19:26 -Investment Management is Important 24:37 - Financial Advisors with Open Minds 27:41 - Fixed-cost vs Fee-based Financial Planning 26:15 - How to Deal with Emotional & Cognitive Biases 27:11 - Fiduciaries Focus on Things You Miss 28:30 - Proper Asset Location 30:03 - Fee Transparency - How advisors get paid 31:35 - Red Flag Warnings When Choosing an Advisor 33:11 - What Annuities Do (and Don't Do) 34:44 - Big Firms vs Small Firms - KYC 35:38 - Fee-only vs Fee-based Advisors 36:49 - What Comprehensive Wealth Management Should Look Like 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

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 ⁠⁠⁠⁠⁠⁠

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

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.‍

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)