Podcasts about investment policy committee

Welcome back to the Alt Goes Mainstream podcast.On today's episode, we are joined by Mercer Investments' US Financial Intermediaries Leader Gregg Sommer and CAIS' MD and Head of Investments Neil Blundell.Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel.Gregg is Mercer's US Financial Intermediaries Leader, serving US wealth management and family office clients. He is a member of Mercer's Wealth Leadership Team, Wealth Management Strategic Research and Investment Committees, and the Investment Policy Committee. He joined Mercer's Investments business in 2009 and is based in Denver. Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.Neil brings over 20 years of experience in private markets to CAIS. He recently worked at Invesco as the Global Head of Client Solutions and Alternatives for the Investment Solutions team. He was responsible for developing and managing over $90B in customized multi-asset investment strategies spanning both traditional and alternative solutions and was a member of the team's executive committee, investment committee, and chair of the alternative investment committee. Prior to Invesco, Neil was at BlackRock for 10+ years, where he was most recently Managing Director and Alternatives Platform Head within the Institutional Client Business.Gregg, Neil, and I had a fascinating discussion about how the wealth channel can approach alternatives and how they can think about both diligence and customization. We covered:The case for alternatives.How advisors currently approach alternatives and how they can think about it differently going forward.How to think about portfolio construction that includes alternatives.How alts can help advisors differentiate their practice and attract clients.Following the fast river in a career and why alternatives are “the fast river.”The meaning of “structure over strategy.”The rise in popularity of evergreen funds.Thanks Gregg and Neil for coming on the show to share your views and experience in private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Sponsor, Ultimus Fund Solutions01:17 Podcast Opening and Guest Introduction01:58 Guest Backgrounds and Career Highlights03:43 Discussion on Wealth Channel and Alternatives03:51 The Case for Alternatives07:47 The Evolution of Private Debt08:23 The Moment It Clicked for Alts12:08 Institutional vs. Wealth Channel Approaches13:54 Educating the Wealth Channel15:47 Evergreen Funds and Wealth Channel19:29 Generational Wealth Transfer20:04 Current Market Trends and Private Markets25:29 Importance of Due Diligence in Alternatives26:33 Advisor Allocation Trends26:53 Expected Allocations in the Next Year27:07 Private Equity and Credit Insights27:17 Real Estate and Hedge Funds Outlook27:27 Emerging Infrastructure Strategies27:47 CAIS Platform Overview28:17 Transactional Volume Trends28:36 Registered Funds Growth29:30 Institutional vs. Wealth Channel Behavior30:25 Customization in Private Markets31:22 Technology's Role in Wealth Management35:52 The Importance of Brand in Investments39:26 Strategic Partnerships in Wealth Management39:56 Concerns About Private Markets Growth43:36 Evaluating Manager's Edge45:54 Future of Alternative InvestmentsDisclosureThis content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.

Interview Recorded - 20th of June, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming on Liz Ann Sonders. Liz Ann is Managing Director, Chief Investment StrategistCharles Schwab & Co., Inc.During our conversation we spoke about her outlook for markets, the bifurcation of the economy, why the FED were hawkish, immigration, what does this mean for markets and more. I hope you enjoy! 0:00 - Introduction1:55 - Outlook on economy and markets?5:26 - Why is economy bifurcated?8:03 - The K economy10:53 - Services inflation always high?3:53 - Why have FED been hawkish?17:45 - What will FED need to see to cut?18:53 - Don't trust payroll data21:55 - Challenge of measuring immigration impact23:15 - GDP per capital24:50 - What does this mean for markets?28:15 - Outcome of low interest rates and zombie companies?31:00 - What will happen in markets?33:10 - QT to continue?34:00 - One message to takeaway from our conversation?Liz Ann Sonders has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.Liz Ann is the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, Yahoo! Finance, Fox Business News, and the Schwab Network. Barron's has named her to its "100 Most Influential Women in Finance" every year since the list's inception, and Investment Advisor has included her on the "IA 25," its list of the 25 most important people in and around the financial advisory profession. Liz Ann has been named "Best Market Strategist" by Kiplinger's Personal Finance and one of SmartMoney magazine's "Power 30." Liz Ann has also been named to Forbes' 50 Over 50.In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a managing director and member of its Investment Policy Committee. Previously, Liz Ann was a managing director and senior portfolio manager at Avatar Associates, an original division of the Zweig/Avatar Group. She holds an MBA in Finance from the Gabelli School of Business at Fordham University and a B.A. in Economics and Political Science from the University of Delaware.Liz Ann Sonders Website - https://www.schwab.com/learn/author/liz-ann-sondersTwitter - https://x.com/lizannsonders?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgLinkedIn - https://www.linkedin.com/in/lizannsonders?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

This episode features excerpts from the recent Fisher Investments' client-exclusive Capital Markets Update session which includes insights from Fisher Investments' Investment Policy Committee. Learn more about why short-term volatility is inherent to stocks and Ken Fisher thoughts on the state of investor sentiment. We also share our thoughts on inflation and interest rate outlook. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/mar-2024-capital-markets-update-excerpts , where you'll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

Our guest this week is Katie Nixon. Katie is an executive vice president and chief investment officer for the wealth management business at Northern Trust. Katie's responsibilities include investment policy development, and she directs the investment management activities of Northern Trust portfolio managers across the firm's wealth management offices. She also sits on the firm's Investment Policy Committee and Tactical Asset Allocation Committee and chairs the Wealth Management Investment Advisory Committee. Prior to joining Northern Trust, Katie worked at U.S. Trust Company as a senior leader in the firm's wealth management division. Katie received her bachelor's from Wellesley College and her MBA from New York University, Stern School of Business. Among other designations she's been awarded, Katie is a CFA charter holder.BackgroundBioInflation and Interest Rates“Katie Nixon: Exploring the ‘What Ifs,'” by Katie Nixon, Morningstar.com, July 1, 2022.“Markets Brief: There's Good News for Investors in Rates Staying Higher for Longer,” by Tom Lauricella and Caryl Anne Francia, Morningstar.com, July 7, 2023.“Stock Market Correction? It's a Buying Opportunity,” by Anne Kates Smith, Kiplinger.com, Feb. 24, 2022.“Triumph of the Optimists?” by Katie Nixon, Northerntrust.com, Aug. 18, 2023.Yield Curve“The Yield Curve and What It Tells Us,” by Katie Nixon, Northerntrust.com, March 30, 2022.

On this episode of the CFA Society San Francisco Podcast, we had the pleasure of speaking with Lily Taft, CFA, Portfolio Manager for Main Street Research.Lily serves on the Investment Policy Committee for Main Street Research where she analyzes client-specific asset allocations, sector exposures, and security selections. She is also actively involved in decision-making related to managing, executing, and implementing trading strategies.Listen to the full interview, where Lily discusses RIA trends in wealth management and client relationships. CFA Society San Francisco is a not-for-profit professional association, supporting members of the Northern California investment community and beyond. Learn more by visiting our website or connecting on LinkedIn.This podcast is provided for general interest only. Content is not intended to be, nor should be interpreted as recommendations or fiduciary advice.

This week on The Lebenthal Report we welcome Steven Friedman from MacKay Shields.  Steve is a Managing Director and Co-Head of Macro and Quantitative Solutions. He also serves as Senior Macroeconomist for the Global Credit and Global Fixed Income teams and Chair of their Investment Policy Committee.  Michael and Dominick talk about the Federal Reserve with Steve and touch upon many of our clients' burning questions about the current state of the economy.  Steve helps break down where we are in the economic cycle currently and what we may expect to be by the end of the year. Steve joined MacKay Shields from BNP Paribas Asset Management, where he served as a Senior Economist providing macroeconomic forecasts and scenario analysis for internal investment teams as an input into strategic and tactical asset allocation. Prior to that, Steve spent fifteen years at the Federal Reserve Bank of New York, where he held a variety of senior roles including Director of Market Analysis and Director of Foreign Exchange and Investments.  Steve received his BA from Wesleyan University and holds master's degrees from Johns Hopkins – School of Advanced International Studies and Columbia Business School. He has been in the investment industry since 1998. (newyorklifeinvestments.com).  This must listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!  This material contains the opinions that are incorporated into portfolios managed by MacKay Shields Global Fixed Income and Global Credit teams. The opinions expressed herein are subject to change without notice. This material is distributed for informational purposes only. Forecasts, estimates, and opinions contained herein should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Any forward-looking statements speak only as of the date they are made and MacKay Shields assumes no duty and does not undertake to update forward-looking statements. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of MacKay Shields LLC. ©2023, MacKay Shields LLC. All Rights Reserved.

On this episode, we'll look at three big investment themes you may want to watch in 2023: inflation, rising interest rates and the potential for a recession. You'll hear from some Fisher Investments' main portfolio decision makers — members of the Investment Policy Committee. On our episode page (https://www.fisherinvestments.com/en-us/insights/podcasts/march-2023-three-investing-trends-to-watch-in-2023), you'll find links to more information and resources on some of the topics covered in this episode. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

Sara Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital's Gala in the Garden, a fundraising event for pediatric rehabilitation care. She is the Co-owner of Full Circle Training Family Fitness, LLC (FCTfit), providing a positive environment for people of all physical and athletic abilities. Sara resides in Allentown, PA, where she taught for nearly a decade. She graduated from West Chester University and earned her master's in education from Wilkes University.  Chris Lakatosh is a committee chair member of Good Shepherd Rehabilitation Hospital's Gala in the Garden. Chris has over 15 years of industry experience delivering high-quality consulting capabilities in private wealth, institutional assets, retirement plans, and insurance portfolios. He is a Principal and Senior Consultant at Cornerstone Advisors Asset Management. Chris is a member of Cornerstone's executive commitee, a voting member of the Investment Policy Committee, and assists the marketing team in business development.  In this episode… How can you support children and families during difficult times due to medical complexities? What can you do as a business owner to contribute to your community? Babies, children, and families have turned to Good Shepherd Rehabilitation for their complex medical needs. Sara and Chris Lakatosh have deep roots in Good Shepherd and are dedicated to bringing the powerful message of how Good Shepherd helps people recover through pediatric research. Through the community-driven fundraiser event, Gala in the Garden, families and incredible stories highlight how rehabilitation can improve lives. In this episode of Cornerstone Unplugged, JP Cavaliere sits down with Sara and Chris Lakatosh, committee chair members of Good Shepherd Rehabilitation Hospital's Gala in the Garden, to discuss the unique details of the event. Sara and Chris talk about the positive work at Good Shepherd, providing family support, and supporting through fundraising.

Malcolm "Skip" L. Cowen II is the President and Co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc. He has over 35 years of industry experience designing, implementing, and monitoring portfolios. He is the Chair of Cornerstone's Investment Policy Committee, holds a position on Gettysburg College's Board of Trustees, is an active member of several advisory groups, is nationally ranked by Barron's, and is on the Board of Directors of M Financial Investment Advisers. Skip received a bachelor's in business administration from Gettysburg College and his MBA from Lehigh University. He also holds a master's in taxation from Villanova Law School. When out of the office, Skip enjoys fishing, golfing, and visiting the Bahamas. In this episode… How should investors process the current standing of capital markets and the prospects for 2023? What about the dynamics in stock market growth?  Creating a friendly environment for investors means paying attention to the equity market and familiarizing yourself with current trends. Skip Cowen has a wealth of experience in fluctuating marketplaces. He anticipates value and yield-oriented equities will continue to improve, while growth stocks will still experience challenges. Financially planning for the future can keep you up at night with a market that can have long-term positive, but short-term negative, outcomes. Patience brings a greater reward.  Listen to this episode of Cornerstone Unplugged as JP Cavaliere sits down with Skip Cowen, President and Co-founder at Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc., as they discuss the trending economy. Skip discusses the federal changes in the fiscal environment, trends and thoughts on a recession, and achieving client goals.

This week we have the Principal and Director of Research at Buckingham Family of Financial Services - Larry Swedroe. Know how he has spent his time, talent, and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.  Larry was among the first authors to publish a book that explained the science of investing in layman's terms, "The Only Guide to a Winning Investment Strategy You'll Ever Need." He has since authored seven more books. In his role as a chief research officer and as a member of the firm's Investment Policy Committee, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes, and uses the result to inform the firm's formal investment strategy recommendations. Please Enjoy!          Would you please consider being 1% and leaving a short review on Apple Podcasts/ iTunes if you enjoy the podcast? It takes less than 30 seconds, making a world of difference in reaching new exciting guests! To sign up for Kevin's Podcast email Newsletter and to view the show notes & past guests please visit-https://officialkevindavid.com/podcast  Follow Kevin: https://mmini.me/@FollowKD

Malcolm "Skip" L. Cowen II is the President and Co-founder of Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc. He has over 35 years of industry experience designing, implementing, and monitoring portfolios. He is the Chair of Cornerstone's Investment Policy Committee, holds a position on Gettysburg College's Board of Trustees, is an active member on several advisory groups, nationally ranked by Barron's, and is on the Board of Directors of M Financial Investment Advisers. Skip received a bachelor's in business administration from Gettysburg College, an MBA in business administration from Lehigh University, and a master's in taxation from Villanova Law School. He enjoys fishing, golfing, and visiting the Bahamas.  In this episode… Are you wondering what drives the capital market to flounder or succeed? Where can you turn for guidance in navigating the fluid marketplace during the uncertainty of the COVID-19 pandemic? Skip Cowen has over 35 years of experience developing and monitoring financial portfolios. He knows that to make financially sound and helpful decisions, you must examine the structure, behavior, and economic system as a whole — including exploring federal governmental decisions. Skip is here to share his thoughts to help you build a better financial future.  In this episode of Cornerstone Unplugged, Jeremy Weisz of Rise25 talks with Skip Cowen, President and Co-founder at Cornerstone Advisors Asset Management, LLC and Cornerstone Institutional Investors, Inc., about his thoughts on effectively managing capital markets in 2022. Skip discusses delivering quality decisions to customers during volatile times, how knowledge and research can open more opportunities, and why studying macroeconomic changes can lead to better financial decisions. 

Our guest for today's podcast is Roger Sit, CEO, Sit Investment Associates, Inc which manages $16.6 billion in assets for institutional and individual clients with investments in both domestic and international markets.  As the global chief investment officer, Roger leads the firm's Investment Policy Committee and directs investments in custom separately-managed accounts, private investment funds, and mutual funds portfolios. Prior to joining Sit Investment Associates, Roger was vice president and senior equity research analyst at Goldman Sachs & Co. in New York for seven years.  He joined Goldman Sachs & Co. after receiving an M.B.A. degree from Harvard Business School. Following graduation from the U.S. Air Force Academy with military distinction in 1984, Roger was an officer in the U.S. Air Force.  He served six years of active duty with financial management responsibilities at Headquarters Space Division and rose to the rank of captain.  While serving in the military, he earned an M.S. degree in Systems Management from the University of Southern California. Roger currently serves on the boards of Convergent Capital, Huntington Bank, The Minneapolis Institute of Arts, and The McKnight Foundation.  Roger chairs the board of the Minnesotans' Military Appreciation Fund, a nonprofit and nonpartisan organization co-founded in 2005 by Gene Sit, Roger's father. As the leader of one of the oldest Asian American money management businesses in the US, Roger is a role model for all of us at AAAIM.  What a pleasure it was for me and AAAIM Co-Chair, Brenda Chia, to interview Roger for this podcast.   Without further ado, here is our conversation with Roger Sit.

This episode features timely insights from members of Fisher Investments' Investment Policy Committee. Learn why the COVID-19 Delta variant and slower economic growth aren't necessarily headwinds for stocks. Also, find out more about the current inflation situation and what market risks may sit on the horizon. And Ken Fisher shares his thoughts on the state of the current bull market. The episode features excerpts from one of Fisher Investments' recent client-exclusive Capital Markets Update sessions. Visit our web page (https://www.fisherinvestments.com/en-us/podcasts/market-insights), where you'll find links to more information about these topics. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.

One of the biggest challenges for investors since the global financial crisis has been finding income. Despite more than ten years of continuous predictions that yields on U.S. Treasuries and other developed country bonds couldn't possibly go any lower, they have. This week's guest can help us. She is Kristin Ceva, Senior Portfolio Manager, directing Payden & Rygel's nearly $14bn emerging debt strategies. She is also a member of the firm's Investment Policy Committee. The independent global investment advisor oversees $145.5bn in assets, largely in fixed income for institutional clients but has a broad lineup of mutual funds as well. It is also an active participant in ESG (Environmental, Social, and Governance) investing which we will discuss. Ceva has managed its Payden Emerging Markets Bond Fund since 1998. Emerging market (EM) debt is a large, diverse, and evolving investing universe which is sorely underrepresented in most individual portfolios. I'll begin the interview by asking Ceva to bring us up to speed on the state of the EM fixed-income markets and what investors need to know about the opportunities it presents. WEALTHTRACK #1810 broadcast on September 03, 2021 More Info: https://wealthtrack.com/emerging-markets-bonds-offer-improving-credits-higher-yields-and-diverse-esg-opportunities/ A History of Interest Rates: https://amzn.to/3kPTj2V --- Support this podcast: https://anchor.fm/wealthtrack/support

We have a real treat today—someone perfect for this program. Our guest is Aaron Anderson. He's the author of two investment books, but much more importantly to me he is a fellow member of the Investment Policy Committee here at Fisher Investments, a longtime colleague of mine, and one of the sharpest investment minds I've known. We talk about his outlook for markets, books, and the importance of communication in investing. Aaron doesn't just write well, he's an accomplished speaker, and great at creating compelling and easy to understand visual presentations. He fits the right information and message to his audience, and can explain the abstract and complex concepts as effectively to novices as to experts. You can't just be a good investor to be very successful in this industry—you have to articulate and constantly tell your clients what you're up to and why. Communication is the secret sauce that creates lasting client relationships—which is essential for great investing strategies to reach their long-term goals.

Our guest this week is noted author and researcher Larry Swedroe. Larry is chief research officer at financial advisory firm Buckingham Wealth Partners, which he joined in 1996. In his role, Larry is responsible for reviewing academic research on financial and investing matters and determining how that research should inform Buckingham's investment strategy. Larry is also a member of the firm's Investment Policy Committee. Larry has written numerous books on investing and finance, the most recent being the second edition of The Incredible Shrinking Alpha, which he coauthored with Andrew Berkin. His work has also been published in various academic journals, including the Journal of Investing. Larry began his career as a risk manager at Citicorp and later at Prudential Home Mortgage. He received his bachelor's in finance from Baruch College in New York and his MBA in finance and investment from New York University.BackgroundBioLarry Swedroe’s booksInvestment Strategies/Factor Investing“Swedroe: A Five-Factor Evaluation,” by Larry Swedroe, Yahoo.com, Sept. 25, 2017. “Swedroe: Factor Persistence & Diversification,” by Larry Swedroe, ETF.com, May 8, 2017.“Swedroe: Simple Factor Investing,” by Larry Swedroe, ETF.com, Sept. 10, 2018.“Swedroe: 3 Factor Investing Myths,” by Larry Swedroe, ETF.com, Feb. 13, 2019.“Swedroe: Virtues of a Long/Short Strategy,” by Larry Swedroe, ETF.com, Aug. 14, 2015“Factors in Commodity Returns,” by Larry Swedroe, seekingalpha.com, Sept. 9, 2020.“Swedroe: Understanding Risk & Return,” by Larry Swedroe, ETF.com, Nov. 7, 2018.“Larry Swedroe: Risk Warrior in Action,” by Janet Levaux, thinkadvisor.com, March 26, 2019.“An Investment Strategy That Reduces the Risk of Black Swans,” by Robert Powell, thestreet.com, March 27, 2019.“Value and Momentum Everywhere,” by Clifford S. Asness, Tobias J. Moskowitz, and Lasse Heje Pedersen, The Journal of Finance, Vol. LXVIII, No. 3, June 2013.“Profitability, Investment and Average Return,” by Eugene F. Fama and Kenneth R. French, Journal of Financial Economics, July 28, 2006.“The Other Side of Value: The Gross Profitability Premium,” by Robert Novy-Marx, National Bureau of Economic Research, April 2010.“The Simple Explanation for Value’s Underperformance,” by Larry Swedroe, evidenceinvestor.com, Jan. 3, 2020.“Even Great Investments Experience Massive Drawdowns,” by Larry Swedroe, alphaarchitect.com, Aug. 20, 2020.“Swedroe: Small Value Lags for 15 Years,” by Larry Swedroe, ETF.com, Feb. 20, 2019.“Passive Investing Without Indexes,” by Larry Swedroe, ETF.com, April 13, 2016.“A Comparison of Passively Managed, Small-Value Funds,” by Larry Swedroe, advisorperspective.com, March 10, 2020.Fixed Income“Swedroe: Factors in Fixed Income,” by Larry Swedroe, ETF.com, May 4, 2018.“Swedroe: Consider Factors in Fixed Income,” by Larry Swedroe, ETF.com, June 27, 2016.“Swedroe: Why Chasing Yield Fails,” by Larry Swedroe, ETF.com, Dec. 26, 2018.“Swedroe: High-Yield Rewards Underwhelming,” by Larry Swedroe, ETF.com, Dec. 30, 2015.Retirement Planning“Sequence Risk Is a Big Threat to Retirees,” by Larry Swedroe, evidenceinvestor.com, Oct. 18, 2019.“8 Retirement Planning Mistakes to Avoid,” by Larry Swedroe and Kevin Grogan, nextavenue.org, Jan. 8, 2019.“Safe Withdrawal Rate: Is 3 Percent the new 4 Percent?” by Larry Swedroe, cbsnews.com, Oct. 4, 2013.“Do you Choose a Declining or Rising Equity Strategy in Retirement?” by Larry Swedroe, buckinghamadvisor.com, July 22, 2016.ESG Investing “Swedroe: ESG Strategy Performance,” by Larry Swedroe, ETF.com, April 10, 2019.“The Risk and Return Implications of ESG,” by Larry Swedroe, buckinghamadvisor.com, May 29, 2018.“How ESG Makes Companies Better,” by Larry Swedroe, advisorperspectives.com, June 16, 2020.“Determining the Nature of ESG Returns,” by Larry Swedroe, thebamalliance.com, Sept. 6, 2018.

Central banks and governments around the world are pulling out all the stops to replace income lost from COVID-19 shutdowns, including as we have seen in the United States direct payments to individuals. We are devoting a WEALTHTRACK podcast this week to “Helicopter Money”, a concept coined by Nobel Prize-winning economist Milton Friedman who theorized that as a last resort in a deflationary depression the government could drop dollar bills from a helicopter for people to pick up and spend to “shock it out of a deep slump” with the “aim of boosting demand and inflation.” That theory has now become reality and our financial thought leader guest, Paul McCulley believes it signals a new era whose time has finally come. McCulley will discuss the far-reaching policy changes now occurring and why he believes many will become permanent. McCulley has been a WEALTHTRACK regular since the beginning, starting when he was Senior Partner at PIMCO where he was Founding Member of its Investment Policy Committee, author of the influential monthly “Global Central Bank Focus” and manager of its huge short-term trading desk overseeing an estimated $400 billion. Since retiring from PIMCO in 2010 he has been busy writing, speaking, and teaching. He is currently adjunct professor at Georgetown University’s McDonough School of Business and Senior Fellow at Cornell Law School. Influential economist and Fed analyst Paul McCulley says the concept of “Helicopter Money” from the government is here to stay and we are in a new era where monetary policy will play a subordinate role to fiscal actions. More Info: https://wealthtrack.com/influential-economist-paul-mcculley-on-the-lasting-necessity-of-record-monetary-fiscal-stimulus/ McCulley from the WEALTHTRACK Archives: https://www.youtube.com/playlist?list=PLznI5J0QOR3PaQKEuSxDzoLjKWOBfvu7K --- Support this podcast: https://anchor.fm/wealthtrack/support

This episode features Liz Ann Sonders, Chief Investment Strategist at Charles Schwab.  In 1999, Liz Ann joined U.S. Trust—which was acquired by Schwab in 2000—as a Managing Director and member of its Investment Policy Committee. Before U.S. Trust, Liz Ann was a Managing Director and Senior Portfolio Manager at Avatar Associates (1986-1999), an original division of the Zweig/Avatar Group. She was recently named to the inaugural Barron's “100 Most Influential Women in U.S. Finance.” In this episode, Liz Ann discusses her career path from Zweig/Avatar Group to Charles Schwab, gender diversity within the industry, how she decides what content to read, how she utilizes Twitter day-to-day, why she thinks the recovery will take the shape of a “Y,” and why she thinks diversification is as important as ever right now.  Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL (0:38) -  Colby Donovan and Steve Curley introduce the podcast (1:26) – Introduce Liz Ann Sonders (1:52) – Her career path (3:16) – Thoughts on gender diversity within finance (7:45) – How she scales herself around the Charles Schwab platform   (13:45) – How she utilizes Twitter  (16:13) – Her typical week and how that may change after social distancing measures are reduced (18:45) – Her thoughts on a possible “Y” shaped recovery (21:02) – Mistakes she could see investors making as the market rebounds (25:00) – What parts of the market she likes long-term (28:35) – Diversification benefits (30:34) – Why she thinks healthcare will drive the U.S.  (31:40) – Follow her on Twitter @LizAnnSonders and read her research here (33:10) – End of episode questions

Chuck Bentley interviews Vident Financial CEO Vince Birley on the economic impacts of Covid-19. With over 30 years' experience in the personal and institutional financial services industry, Vince Birley co-founded Vident Financial. Previously, he was the Chief Strategy Officer and Chairman of the Investment Policy Committee for Ron Blue and Company and led the effort to develop a Principled Reasoning investment philosophy. We hope you enjoy this podcast episode with Vince.

Christian Economic Forum Founder Chuck Bentley interviews Vident Financial CEO Vince Birley on the economic impacts of Covid-19. With over 30 years’ experience in the personal and institutional financial services industry, CEF member Vince Birley co-founded Vident Financial. Previously, he was the Chief Strategy Officer and Chairman of the Investment Policy Committee for Ron Blue and Company and led the effort to develop a Principled Reasoning investment philosophy. We hope you enjoy this podcast episode with Vince.

On Dec. 4, 2019, the U.S. Supreme Court heard argument in Intel Corp. Investment Policy Committee v. Sulyma, a case asking what degree of knowledge of a possible violation is necessary to trigger the three-year statute of limitations provided in the Employee Retirement Income Security Act (ERISA).Respondent Christopher Sulyma worked for Intel Corporation from 2010-12, and during that time participated in retirement plans governed by ERISA. In 2015, Sulyma brought suit against Intel’s investment policy committee under various provisions of ERISA, alleging that the committee had invested imprudently and failed to make certain disclosures. Intel moved to dismiss the complaint based on ERISA’s statute of limitations, which provides that actions like Sulyma’s may not be commenced more than “three years after the earliest date on which the plaintiff had actual knowledge of the breach or violation.” The district court found that Sulyma had actual knowledge of the alleged violations more than three years before bringing suit, and dismissed the case. On appeal, the U.S. Court of Appeals for the Ninth Circuit reversed, concluding that Sulyma’s constructive knowledge of the alleged violations did not rise to the level of “actual knowledge” necessary to trigger the statute of limitations. It was not sufficient, the Court determined, that the relevant facts were available to the Sulyma; he had actually to be aware of those facts.The Ninth Circuit’s reasoning on the meaning of “actual knowledge” conflicted with that of the U.S. Court of Appeals for the Sixth Circuit, however, and the Supreme Court subsequently granted certiorari to consider whether the ERISA limitations provision bars suit when all the relevant information was disclosed to the plaintiff by the defendants more than three years before the plaintiff filed the complaint, but the plaintiff chose not to read or could not recall having read the information.To discuss the cases, we have Matthew S. Rozen, Associate Attorney at Gibson DunnAs always, the Federalist Society takes no particular legal or public policy positions. All opinions expressed are those of the speakers.

On Dec. 4, 2019, the U.S. Supreme Court heard argument in Intel Corp. Investment Policy Committee v. Sulyma, a case asking what degree of knowledge of a possible violation is necessary to trigger the three-year statute of limitations provided in the Employee Retirement Income Security Act (ERISA).Respondent Christopher Sulyma worked for Intel Corporation from 2010-12, and during that time participated in retirement plans governed by ERISA. In 2015, Sulyma brought suit against Intel’s investment policy committee under various provisions of ERISA, alleging that the committee had invested imprudently and failed to make certain disclosures. Intel moved to dismiss the complaint based on ERISA’s statute of limitations, which provides that actions like Sulyma’s may not be commenced more than “three years after the earliest date on which the plaintiff had actual knowledge of the breach or violation.” The district court found that Sulyma had actual knowledge of the alleged violations more than three years before bringing suit, and dismissed the case. On appeal, the U.S. Court of Appeals for the Ninth Circuit reversed, concluding that Sulyma’s constructive knowledge of the alleged violations did not rise to the level of “actual knowledge” necessary to trigger the statute of limitations. It was not sufficient, the Court determined, that the relevant facts were available to the Sulyma; he had actually to be aware of those facts.The Ninth Circuit’s reasoning on the meaning of “actual knowledge” conflicted with that of the U.S. Court of Appeals for the Sixth Circuit, however, and the Supreme Court subsequently granted certiorari to consider whether the ERISA limitations provision bars suit when all the relevant information was disclosed to the plaintiff by the defendants more than three years before the plaintiff filed the complaint, but the plaintiff chose not to read or could not recall having read the information.To discuss the cases, we have Matthew S. Rozen, Associate Attorney at Gibson DunnAs always, the Federalist Society takes no particular legal or public policy positions. All opinions expressed are those of the speakers.

A case in which the Court held that under the Employee Retirement Income Security Act of 1974 requirement that plaintiffs with “actual knowledge” of an alleged fiduciary breach must file suit within three years of gaining that knowledge, a plaintiff does not necessarily have “actual knowledge” of the information contained in disclosures that he receives but does not read or cannot recall reading.

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 13 minutes. Featuring: Ken Fisher, Executive Chairman &​ Co-Chief Investment Officer; Jeff Silk, Vice Chairman &​ Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Vice President.

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Investment Policy Committee member Michael Hanson about what’s driving recent market volatility and the firm’s outlook looking forward. Recorded December 19, 2018.

Interview discusses: Why he believes the current bull market still has room to run. Some of the factors Omega considers in determining position sizing. How Omega blends macroeconomics with fundamental investing. Which sectors of the equity market Omega currently finds to be attractive. Some of the factors Omega considers in determining when to exit a position. How Omega invests in this current unpredictable political environment. What geopolitical risks concern them. What is on Omega's “bear market” checklist.Biography: Steve is Vice Chairman of Omega Advisors, Inc., a New York based long/short equity hedge fund.  He joined Omega in 1999. Steve became a limited partner of Goldman, Sachs & Co. at the end of 1998.  Before that, he was Goldman Sachs' partner-in-charge of the Global Investment Research Department and Co-Chairman of the Investment Policy Committee. 

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 22 minutes. Featuring: Ken Fisher, Executive Chairman &​ Co-Chief Investment Officer; Jeff Silk, Vice Chairman &​ Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Erik Renaud, Group Vice President.

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 16 minutes. Featuring: Ken Fisher, Executive Chairman &​ Co-Chief Investment Officer; Jeff Silk, Vice Chairman &​ Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Manager. Time stamps: 00:45 – Introductions 01:05 – Healthcare and Tax Reforms’ Effect on Stocks 02:50 – Political Gridlock 04:45 – Not a Trump Rally 08:30 – The Media’s Impact on Investor Sentiment 11:05 – The President’s War with the Media 12:10 – Ken Fisher’s USA Today column 12:50 – Stocks at All-Time Highs

July 31, 2017David L Wilson, Clu, Chfc; President, Equifinancial, LLC“ talks Digital Lending for Small Business".PLUS 5 Minutes of Personal Finance: "What is Concierge Care?"Spreaker: https://www.spreaker.com/user/sackheadsradio/dan-johnson-author-at-tax-revolution-ins_1SHR Media TV: https://youtu.be/NPNdO1W8bGsMR. DAVID L. WILSON BIO MR. DAVID L. WILSON is the President of DLW Enterprise and Equifinancial LLC headquartered in Miami, Florida. His integrated group of companies provides investment strategies, insurance, pension, estate and tax planning, and real estate sales and construction development services to clients throughout the United States, including several prominent sports and entertainment figures and professionals. For more than 25 years, Mr. Wilson has built a distinguished record of community leadership. He formally served as a board member of the Adrienne Arsht Performing Arts Center for 19 years and was the Treasurer for 15 year of those years. Mr. Wilson is a past board member of the Florida Grand Opera's Investment Policy Committee, the Carrie P. Meek Foundation, and currently has serves as the private sector representative on the Miami-Dade County Mayor's Finance Committee for the past 20 years, which reviews bond issuance and makes recommendation on bond underwriters for Miami-Dade County.Mr. Wilson is also a frequent lecturer for national and regional groups on investments, financial planning, wealth accumulation and transfer, strategies for buying businesses, strategic financing, current economic issues, and other financial topics. Additionally, he has been a speaker for the Black MBA Association, the Black Lawyers Association, and the National Association of Black Accountants. Among the lengthy list of activities and accomplishments, Mr. Wilson finds the time to co-host WMBM 1490 AM‘s Radio show entitled “Business in the Black”. At the 16th Annual "Things are Cooking in Overtown " DAVID L. WILSON will be recognized for his Leadership and continuous work in the Miami-Dade community.

July 31, 2017David L Wilson, Clu, Chfc; President, Equifinancial, LLC“ talks Digital Lending for Small Business".PLUS 5 Minutes of Personal Finance: "What is Concierge Care?"Spreaker: https://www.spreaker.com/user/sackheadsradio/dan-johnson-author-at-tax-revolution-ins_1SHR Media TV: https://youtu.be/NPNdO1W8bGsMR. DAVID L. WILSON BIO MR. DAVID L. WILSON is the President of DLW Enterprise and Equifinancial LLC headquartered in Miami, Florida. His integrated group of companies provides investment strategies, insurance, pension, estate and tax planning, and real estate sales and construction development services to clients throughout the United States, including several prominent sports and entertainment figures and professionals. For more than 25 years, Mr. Wilson has built a distinguished record of community leadership. He formally served as a board member of the Adrienne Arsht Performing Arts Center for 19 years and was the Treasurer for 15 year of those years. Mr. Wilson is a past board member of the Florida Grand Opera’s Investment Policy Committee, the Carrie P. Meek Foundation, and currently has serves as the private sector representative on the Miami-Dade County Mayor's Finance Committee for the past 20 years, which reviews bond issuance and makes recommendation on bond underwriters for Miami-Dade County.Mr. Wilson is also a frequent lecturer for national and regional groups on investments, financial planning, wealth accumulation and transfer, strategies for buying businesses, strategic financing, current economic issues, and other financial topics. Additionally, he has been a speaker for the Black MBA Association, the Black Lawyers Association, and the National Association of Black Accountants. Among the lengthy list of activities and accomplishments, Mr. Wilson finds the time to co-host WMBM 1490 AM‘s Radio show entitled “Business in the Black”. At the 16th Annual "Things are Cooking in Overtown " DAVID L. WILSON will be recognized for his Leadership and continuous work in the Miami-Dade community.

July 31, 2017David L Wilson, Clu, Chfc; President, Equifinancial, LLC“ talks Digital Lending for Small Business".PLUS 5 Minutes of Personal Finance: "What is Concierge Care?"Spreaker: https://www.spreaker.com/user/sackheadsradio/dan-johnson-author-at-tax-revolution-ins_1SHR Media TV: https://youtu.be/NPNdO1W8bGsMR. DAVID L. WILSON BIO MR. DAVID L. WILSON is the President of DLW Enterprise and Equifinancial LLC headquartered in Miami, Florida. His integrated group of companies provides investment strategies, insurance, pension, estate and tax planning, and real estate sales and construction development services to clients throughout the United States, including several prominent sports and entertainment figures and professionals. For more than 25 years, Mr. Wilson has built a distinguished record of community leadership. He formally served as a board member of the Adrienne Arsht Performing Arts Center for 19 years and was the Treasurer for 15 year of those years. Mr. Wilson is a past board member of the Florida Grand Opera’s Investment Policy Committee, the Carrie P. Meek Foundation, and currently has serves as the private sector representative on the Miami-Dade County Mayor's Finance Committee for the past 20 years, which reviews bond issuance and makes recommendation on bond underwriters for Miami-Dade County.Mr. Wilson is also a frequent lecturer for national and regional groups on investments, financial planning, wealth accumulation and transfer, strategies for buying businesses, strategic financing, current economic issues, and other financial topics. Additionally, he has been a speaker for the Black MBA Association, the Black Lawyers Association, and the National Association of Black Accountants. Among the lengthy list of activities and accomplishments, Mr. Wilson finds the time to co-host WMBM 1490 AM‘s Radio show entitled “Business in the Black”. At the 16th Annual "Things are Cooking in Overtown " DAVID L. WILSON will be recognized for his Leadership and continuous work in the Miami-Dade community.

Guest, Kenneth D. Campbell is the founding partner, managing director and former chairman of Investment Policy Committee and ING Clarion Real Estate Securities, Founder of Realty Stock Review which was the first investment newsletter on real estate investment trusts (REITs), co-author of the best selling and first full length book on REITs, The Real Estate Investment Trust: America's Newest Billionaires and author of the new book, Watch that Rat Hole and Witness the REIT Revolution. Kenneth has a history of dealing with the financial elite and is considered an expert in this type of investment vehicle. . Key Takeaways: [1:49] Depositions and the US Legal System are the closest thing to Hell in the civilized world. Kenneth D. Campbell Guest Interview: [5:43] Eisenhower brought Real Estate Trusts to life in 1960 with the intention of receiving pass-through tax treatment on real estate.   [7:50] Wall Street became infatuated with the Mortgage REITs group. [11:58] Currently, the stock market is exuberant on the future of the real estate market. [12:54] Millennials want to live in cities with a broad range of services available to them and they prefer to rent and this is what is driving the apartment market. [18:23] In the 1980's, Kenneth D. Campbell hob nobbed with the financial elite including Carl Icahn, Michael Milken, Warren Buffet, etc. [26:59] The IRS has just tightened the strings of spinning off real estate into REITs. [29:20] Brexit will slow new construction in London for the next few years and NYC may get a lift in becoming the financial capital of the world. [32:42] Kenneth believes real estate holds great value for people. [35:08] How to find out more about Kenneth D. Campbell or sign up for his newsletter. Mentioned in This Episode: Jason Hartman Watch That Rat Hole

In Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner.  The first part of this interview aired previously and can be found here. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here: Twitter: @larryswedroe LinkedIn You can find Larry's previous interviews with Financial Poise here & here.   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin).  Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date.   You can find out more about Larry Swedroe and Buckingham here.   Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59   You can find Larry's previous interviews with Financial Poise here & here.   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

This week Accredited Investor Markets Radio would like to share our most popular episode from 2015, Episode 25 with Larry Swedroe. If you haven't had a chance to check it out, this episode is guaranteed to be worth a listen! Be sure to listen to our second session with Larry Swedroe in Episode 33. You can find that at www.aimkts.com   Episode 25: What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing. You can find out more about Larry Swedroe and Buckingham here. Or you can find him here:Twitter: @larryswedroeLinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59   About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

What are the odds? This week in Episode 33 of Accredited Investor Markets Radio host Chris Cahill continues his conversation with Larry Swedroe about whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.   You can find out more about Larry Swedroe and Buckingham here.   Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59     About Larry Swedroe   Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.   Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).   He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015.   In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.   Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com.   Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.     Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

What are the odds? This week in Episode 25 of Accredited Investor Markets Radio host Chris Cahill speaks to Larry Swedroe to find out whether it's best to adapt an active or passive investment strategy. They discuss the performance evidence for different investment types as well as the hurdles to achieving alpha and the odds of doing so in active investing.   You can find out more about Larry Swedroe and Buckingham here.   Or you can find him here: Twitter: @larryswedroe LinkedIn: https://www.linkedin.com/pub/larry-swedroe/8/791/59     About Larry Swedroe   Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.   Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012).   He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015.   In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations.   Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com.   Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.     Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.

Coach Carlos Aria  is a Strength Coach & Nutrition Expert based out of Miami Lakes, Florida. He is a former member of U.S. Marine Corps special forces and an Operation Iraqi Freedom Veteran. Coach Carlos is currently a Senior completing his Bachelor's in Exercise Physiology at the University of Miami.  Jared Polak is the owner of The Growth Coach in Houston, Texas. He is a dedicated sales coach that is passionate about helping business owners find a balance between their personal and professional lives. Polak graduated Magna Cum Laude with a B.S. and a B.A. in International Business from the University of Missouri and is an active international philanthropist. He has worked with the Dalit Freedom Network in India, a remote fisherman's village in Brazil, and the Homeless in Houston, Texas.  Bryan Sullivan is the Founder and Managing Partner of Vellum Financial. Bryan is also a member of the Investment Policy Committee. He has worked as a wealth advisor his entire career since graduating from Oregon State University in 1991. He spent most of his career working for major Wall Street firms including UBS, Merrill Lynch and Edward Jones before founding Vellum Financial.      

Maria Fiorini Ramirez is president and chief executive officer of Maria Fiorini Ramirez, Inc. (MFR), the global economic consulting firm formed by Mrs. Ramirez in 1992 as the successor firm to Maria Ramirez Capital Consultants, Inc. (MRCC). The firm offers global economic consulting and investment advisory services to domestic and international clients, and through its securities subsidiary, manages three global open-end mutual funds in addition to investment portfolios for corporate clients. MFR's views and commentary on the world's financial markets, based on a unique blend of economic expertise and market intelligence, are closely followed in the U.S. and abroad. Mrs. Ramirez's assessment of the interaction between economic policy and political trends, and their effect on investments has led to worldwide recognition of the firm in financial, banking and economic circles. She is a sought after speaker at U.S. and international forums, a frequent guest on business-related television and radio programs, and a regular contributor to U.S. and foreign business publications. Mrs. Ramirez began her career in 1968 with American Express International Banking Corporation. She subsequently served as vice president and senior money market economist for Merrill Lynch, senior vice president and money market economist at Becker Paribas, and managing director and money market economist for Drexel Burnham Lambert before founding her own consulting firm in 1990. A member of many professional organizations including the Economic Club of New York, Mrs. Ramirez is a past president of the Money Marketers Club of New York. She is and has been on the Board of Directors of various institutions including Arlington Capital, London since 1991 and Statewide Financial Corporation in New Jersey since 1989. She serves on the Board of Regents at Saint Peter's College and is a member of the New York Futures Exchange and the Investment Policy Committee of Edward Jones in St. Louis. Mrs. Ramirez holds a BA in Business Administration and Economics from Pace University, where she also pursued post-graduate studies.