Podcasts about investment professionals

Nitin Bhasin, Head of Institutional Equities at Ambit, explores how institutional equities are emerging as a powerful driver of India's capital markets transformation. He highlights the shift from transaction-led broking to insight-driven partnerships and explains how technology and AI are revolutionizing research, deepening analysis, and sharpening institutional investment decisions. Nitin also shares his perspectives on shifting global investor sentiment towards India and why the real opportunities lie beyond the large caps in the rising momentum of ‘New India.' Key Takeaways:- The shift to AI-powered, insight-led investing- What's driving FII sentiment and flows into India- Where risks lie and where opportunities are emergingTune in for actionable insights and sharp perspectives on India's market outlook!_________________________________________________________________________________________DISCLAIMER:This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice.CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.____________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

Stephen Grootes discusses with Ndumiso Kubheka, Head of Economic Policy Desk at the Association of Black Securities and Investment Professionals, the outcomes of a meeting between the Association and Investment Professionals, the Minister of Trade, Industry and Competition, and Financial Services Sector CEOs, focusing on the Transformation Fund's implications for the industry. In other interviews, Neil Warren, CEO of Cape Town Helicopters chants about how helicopter tourism is revolutionizing the way visitors experience Africa's diverse landscapes and wildlife. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Stephen Grootes discusses with Ndumiso Kubheka, Head of Economic Policy Desk at the Association of Black Securities and Investment Professionals, the outcomes of a meeting between the Association and Investment Professionals, the Minister of Trade, Industry and Competition, and Financial Services Sector CEOs, focusing on the Transformation Fund's implications for the industry. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

In this conversation from the 13th #IndInvConf, moderated by Ajay Tyagi, CFA, Head of Equities at UTI Asset Management, Vitaliy Katsenelson, CFA, explores strategies for successfully navigating stagnant markets. He emphasizes the importance of active value investing and details methods to identify undervalued companies with robust fundamentals. Vitaliy discusses common investor pitfalls in sideways markets, shares practical tips for risk management, and highlights how active management can uncover profitable investment opportunities.Key Takeaways:• Dynamics of sideways markets and implications for investor strategies.• Importance of active management in leveraging undervalued opportunities.• Effective risk mitigation techniques to enhance returns in low-growth market conditions.• Real-world case studies showcasing successful active value investing practices.Tune in for strategic insights to thrive in challenging market conditions!DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use.CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.*CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals._____________________________________________________________The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals.As one of the over 160 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

We speak with Michael A Gayed, CFA about his journey in the business from watching his father trade, to his market research, to launching products of his own. We discuss the nature of risks, the market today, and the biggest mistakes professional investors make. Michael A. Gayed is publisher of the The Lead-Lag Report, He also runs the Lead Lag report podcast where he interviews the top names in investing and economics. Michael is a 5x winner of the Dow and NAAIM Founder's award for his research, including “Leverage for the Long Run: A Systematic Approach to Managing Risk and Magnifying Returns in Stocks” and “Lumber, Worth Its Weight in Gold: Offense and Defense in Active Portfolio Management”. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and he is a CFA Charterholder. What Michael is Reading Right Now: The Illustrated Man by Ray Bradbury Read More from Michael: Seeking Alpha, Lead-Lag Media, on X and LinkedIn   ___ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

The festive holiday season is upon us and what better time than now to reflect and prepare for the road ahead. Don't miss out on this unique opportunity to hear from Kevin and Macan as they look to 2025 and share their thoughts on equity and fixed income developments. Will equity fundamentals continue to be a defining theme in the new year? What role will security selection and duration management play in the fixed income space? Tune in to the year's last episode of Investments Unplugged, as our experts delve into their base case, bull case and bear case scenarios for 2025. This is one episode you just can't miss. Be sure to tune in! Intended for Investment Professionals, investors should connect with their financial advisor for more information.

We talk with Gautam Dhingra about his journey from a young boy in New Delhi, to managing over $1 billion as the founder of High Pointe Capital, to his diagnosis with terminal cancer. We discuss how he thinks about investment valuation, his decision to become an entrepreneur, and his thinking on life. Gautam is the founder of High Pointe Capital. He has served as the President of Chicago's CFA Society, and was honored by the CFA Society of Chicago with a Lifetime Achievement Award. Gautam holds a Ph.D. in Finance and Econometrics, has been a lecturer with Northwestern University's School of Management, and holds his CFA charter.   What Gautam is Reading Right Now: Becoming by Michelle Obama  Gautam's Music Recommendation: “Satnam Sri Wahe Guru” by Jagjit Singh Read More from Gautam: Gautam's Website, LinkedIn   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We talk with Rob Price about how he thinks about cryptocurrency investing. We cover what it is, how he thinks about valuation and investment in the space, crypto regulation, and the role it might play in the future. Rob is the founder and CIO at Sound Money Capital, an actively-managed cryptocurrency fund. Prior to Sound Money, Rob was head of asset allocation for South Africa's largest pension fund and Mercer's African partner, Alexander Forbes Investments. He holds a Master's of Finance in Economics from the University of Cape Town, and is a CFA charter-holder. What Rob is Reading Right Now: Atlas Shrugged by Ayn Rand Rob's Music Recommendation: “Water No Get Enemy” by Fela Kuti Connect with Rob: LinkedIn; Sound Money Capital Website; Twitter Read More from Rob: Enterprising Investor   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth

We talk with Wojtek Buczynski about whether AI will live up to its hype, AI regulation around the world, the use cases of AI in financial services, and whether general artificial intelligence is possible. Wojtek is a consultant, speaker, and AI researcher specializing in AI regulations and use cases. He was an early advocate of AI at Fidelity International, and ran a team at EY specializing in AI adoption in financial services. He is a Ph.D. candidate with Cambridge University, a CFA charter-holder, and the carries the FRM designation. What Wojtek is Reading Right Now: Scarcity: Why Having Too Little Means So Much by Eldar Shafir Wojtek's Music Recommendation: anything with rhythm, rhyme, female vocals, and profanity Connect with Wojtek: LinkedIn Read More from Wojtek: on Enterprising Investor and LinkedIn   ____ Get updated when new episodes release by joining our list: https://bit.ly/4dwwTgD Connect with CFA Society Dallas/Fort Worth: LinkedIn | Instagram| www.cfasociety.org/dallasfortworth  

Our guest on the podcast today is Matt Hougan, one of the world's leading experts on crypto, exchange-traded funds, and financial technology. He's the chief investment officer for Bitwise Asset Management, which offers several cryptocurrency-related funds and ETFs. He was previously chief executive officer of ETF.com and Inside ETFs. Hougan is co-author of A Comprehensive Guide to Exchange-Traded Funds and “Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals” for the CFA Institute's Research Foundation. He graduated from Bowdoin College with a BA in philosophy.BackgroundBioA Comprehensive Guide to Exchange-Traded Funds (ETFs), by Matt Hougan“Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals,” by Matt Hougan and David Lawant, CFA Research Foundation Briefs, January 2021.The Beginning of Cryptocurrency“The Bitcoin White Paper Is Now Officially 15 Years Old,” by Pete Rizzo, Forbes.com, Oct. 31, 2023.“Bitcoin: A Peer-to-Peer Electronic Cash System,” by Satoshi NakamotoCrypto Scandals“What Was the Silk Road Online? History and Closure by the FBI,” by the Investopedia Team, Investopedia.com, June 29, 2024.“What Was Mt. Gox? Definition, History, Collapse, and Future,” by the Investopedia Team, Investopedia.com, April 23, 2024.“FTX Crash Is Eerily Similar to the Bernie Madoff Scandal, ex-regulator Sheila Blair Says,” by Matt Egan, cnn.com, Nov. 15, 2022.Crypto Performance“Crypto Market Review (Q2 2024),” by Matt Hougan, Juan Leon, Ryan Rasmussen, Alyssa Choo, Gayatri Choudhury, and Mallika Kolar, bitwiseinvestments.com, July 9, 2024.“Ether ETF Is One Step Away From Approval as Price of Bitcoin, Ethereum, BNB, XRP, Solana, Cardano, Shiba Inu, and Dogecoin Turn Mixed,” by Dan Runkevicius, forbes.com, June 26, 2024.“What Financial Advisors Don't Know About Bitcoin ETFs,” Big Picture in Practice podcast, Morningstar.com, June 6, 2024.“BlackRock's $20 Billion ETF Is Now the World's Largest Bitcoin Fund,” by Katie Greifeld and Sidhartha Shukla, Bloomberg.com, May 29, 2024.“Bitcoin's Role in a Traditional Portfolio,” by Matt Hougan and Gayatri Choudhury, bitwiseinvestments.com, Aug. 28, 2023.“The 60/30/10 Portfolio: How to Build a Diversified Crypto Sleeve,” by Matt Hougan, bitwiseinvestments.com, July 22, 2024.“Five Things to Expect by the Next Halving in 2028,” by Matt Hougan, bitwiseinvestments.com, April 23, 2024.“The Crypto Market Sell-Off: What Happened and Where We Go From Here,” by Matt Hougan, bitwiseinvestments.com, Aug. 5, 2024.“Ethereum ETPs and the Path to a New All-Time High,” by Matt Hougan, bitwiseinvestments.com, July 15, 2024.Other“Bitcoin Price Surges Above $30,500; But Warren Buffett Still Thinks It's a Gamble,” by Harrison Miller, investors.com, April 13, 2023.“SEC Approves Spot Ether ETFs,” by Kyle Torpey, Investopedia.com, July 23, 2024.“What Is Tokenization?” by Matt Hougan, bitwiseinvestments.com, April 17, 2025.SolanaCoinMarketCap

From our Archives: In this conversation, Mr. Govind Parikh shared invaluable investment pieces of advice through his 4 decades of investment journey including how and when he started investing in Indian stock markets, who and what motivated or guided him in his early investment journey, what and how he learned about quality investing and important of conviction and patience in investment decisions through mistakes and opportunities he faced throughout his journey. DISCLAIMER : This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. _______________________________________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in Apr 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 158 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events and workshops led by leading finance professionals.

Our new podcast episode in the series ‘Green Energy Transition in India' is out. In conversation with Neha Mudaliar, Senior Vice President & Head, Climate Finance, Northern Arc Capital. She has more than two decades of experience in auditing, consulting, investing, and policy advisory roles. She has worked in institutions like PWC, EY, Ambit Corporate Finance, Unitus Capital, IFC and GGGI. She shares his thoughts with Labanya Prakash Jena, CFA, on investment opportunities in India in the era of climate change, innovative financial models in climate finance, policy and regulatory landscape in climate businesses, and the importance of the capital market in funding India's green goals. __________________________________________________ DISCLAIMER: This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. __________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in April 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 158 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

In this episode, Kislay Upadhyay, CFA is joined by Fidelity India's Director of Equity Research, Chetan Ganatra, CFA to discuss rule-based approaches for long-term investing and its mainstream adoption. They explore how fundamental data can be used to uncover economic & business insights, identify market trends, and develop robust investment strategies. They discuss: • Integrating data and narratives • Creating & testing hypothesis • Data appropriateness & caution • Security selection via rule-based approaches • Diversification for quant strategies • Position sizing & churn (portfolio turnover) • Importance of understanding economic & fundamental rationale • Proper backtesting techniques __________________________________________________ DISCLAIMER :This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. __________________________________________________ The Indian Association of Investment Professionals (IAIP), the India Society of CFA Institute, was established in April 2005 as an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors and other financial professionals. As one of the over 158 CFA Institute member societies, the IAIP connects local CFA Institute members to a global network of investment professionals. For the continuing up-gradation of knowledge and skills of members, IAIP conducts speaker events, workshops led by leading finance professionals.

Join Richard Wilson at the Family Office Club as he shares insights on the characteristics that investors love when allocating capital. Discover what it takes to be the highest quality individual in the room, drawing inspiration from Warren Buffett and other successful investors. Learn how being a class act, passionate, and joyful can attract investors, along with traits like long-term thinking, consistency, and emotional intelligence. Gain valuable tips on building trust, serving investors, and becoming a winner in the eyes of ultra-wealthy investors. Dive into the world of successful investing by visiting FamilyOffices.com and InvestorClub.com today!----Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  

Our new podcast episode in the series ‘Clean Energy Policy and Investment Landscape in India' is out! In conversation with Dr. Mukund Rajan, Chairperson, Ecube Investment Advisors and an industry veteran, who spent 23 years in Tata Group out of his 30 years corporate experience. He is a thought leader in sustainability and has spearheaded several initiatives to advance sustainability practices in India. He shares his thoughts with Labanya Prakash Jena, CFA, on India's green energy transition, covering the state of clean energy finance in India, policies and regulations, innovative financing models, and integration of ESG in business decisions and investment practices, etc. _________________________________________________ DISCLAIMER : This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

Crafting a compelling pitch deck is crucial for attracting potential investors, but what exactly are they looking for? In this panel discussion featuring ultra-wealthy investors, we delve into the essential elements that they do - and don't - want to see. If you want to raise capital for your business, then you need to understand the art of building a presentation that not only builds trust and credibility but also proves why you are the clear choice among everyone else in your competitive industry. Tune in to check out how you can start putting together a professional pitch deck that investors will love.  -----Welcome to the "Private Investor Club - 7,500 Investors. Subscribe now to hear what our 7,500+ investors are allocating to and stay on top of trends related to structuring and closing deals.Our 17-year-old investor club, the Family Office Club, has 25 team members, and 12 million social followers, has closed on over $500M of transactions, has over 7,500 active investors, and hosts 15 live events a year.  To join our investor club as a capital raiser or CEO of a company needing capital to access our live community events, please visit https://FamilyOffices.comTo register with us as an investor to access live community events please visit https://InvestorClub.comWe have free web classes and books for you to download at https://lp.FamilyOffices.com/book https://CapitalRaising.com To date, our podcast and YouTube content has been downloaded over 5 million times.  

Within and outside the investment management industry, there are many well-intentioned initiatives established to make a significant contribution and difference. Not as difficult to find people who have an opinion as it is to find true leaders willing to climb up and through walls. One such exceptional leader is our guest today. Sarah Maynard is Global Senior Head, Diversity, Equity, & Inclusion (DEI) at CFA Institute. Based in London, Sarah leads a global, industry-recognized portfolio of DEI programs for CFA Institute stakeholders who include CFA Program candidates, charterholders, Societies, and investment institutions, to champion the cause of greater diversity, equity, and inclusion in the investment management industry. Sarah is also responsible for internal DEI at CFA Institute, reporting to CEO & President, Marg Franklin.                   Previously, Sarah was Head of Stewardship and Client Communication at Majedie Asset Management, Director of Career Development at CFA Society of the UK, and a founder of the society's Women's Network, which she transformed into the Inclusion & Diversity Network, and which now has a membership of over 1,200 investment professionals. Sarah was also a fund manager and analyst at both an asset manager and an asset owner, for which she managed an equities portfolio of US $3.3bn. She has an MA in English Literature and Language from Trinity College, Oxford, holds the ASIP (the credential for Associates of the Society of Investment Professionals), and is an Associate member of the Chartered Institute of Personnel & Development. She currently serves on the Advisory Boards of Girls Who Invest, the National Association of Securities Professionals (NASP), Collaborative WIM, and on the CEO Advisory Council of Diversity Project North America. On today's episode, Sarah shares more about her journey, commitment to DE&I, her advice to young women entering our industry, and proudest moments.

The India Opportunity Our new podcast episode in the series 'Economy and asset classes' is out. In conversation with Mr. Sunil Singhania, CFA, Founder of Abakkus Asset Management and an Investment management industry veteran. He shares his thoughts with Jolly Balva, CFA on the next decade of India's growth story. They explore the nuances of the key fundamentals drivers of growth for India, with the 'Dragon to elephant' tilt in perspective. Please read the regulatory disclosure for Abakkus at https://abakkusinvest.com/regulatory-disclosure/ __________________________________________ DISCLAIMER : This podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. *CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

Artificial Intelligence has been on the minds of businesses globally, as it is set to bring about many changes. In this episode, Nithin Kamath, CEO & co-founder, Zerodha & Rainmatter, shares his thoughts with Anil Ghelani, CFA on the upcoming adoption of AI in businesses. He also talks about the integration of AI at Zerodha, career advice for the times to come and more. DISCLAIMER: This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

There is a growing recognition that the term “hedge funds”, rather than being an asset class, instead represents a range of approaches to access very different investment opportunities.  Here at the Money Maze Podcast, we think that a better way of viewing them is through the lens of how a proven manager or style can help deliver a different, and less correlated, set of returns. In this Money Maze Curated edition, we welcome Chris Dale, a seasoned investor in this space with an impressive long-term track record. He explains Kintbury's approach, which offers an exposure to a universe of listed UK and European companies without having the market risk or beta. Chris explains how they identify short and long opportunities, including why they shorted Wirecard, why they have been long Novo Nordisk for many years and the egregious price inflation in luxury goods. He then explains their warning flags on the short side, and how sustained cash generation sits high on their list of priorities for their long investments. MMP Newsletter | MMP LinkedIn | Contact Kintbury Capital --  DISCLAIMERS MONEY MAZE PODCAST All content on Money Maze Curated Podcasts is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. Guests, presenters and other individuals involved in the production of this podcast may have positions in any of the investments discussed. Please note, Money Maze Curated Podcasts are funded by the interviewee or their featured organization, unlike the Money Maze Podcast (which is funded by third party advertising). KINTBURY CAPITAL This podcast has been prepared by Kintbury Capital LLP (“Kintbury Capital") solely for the purpose of providing background information on the strategy which Kintbury Capital operates.  The distribution of this podcast may be restricted in certain jurisdictions.  The information herein is for general information only, and it is the responsibility of any person or persons in possession of this podcast to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. This podcast is not intended for distribution to, or use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. This podcast is not intended as an offer or solicitation with respect to the purchase or sale of any security. The summary description included herein, and any other materials provided to you are intended only for information purposes and convenient reference and are not intended to be complete.  This information is not intended to provide and should not be relied upon for accounting, legal or tax advice or investment recommendations.  The investment examples provided herein are for discussion purposes only and are no guarantee of future results or that such investment opportunities will be available in the future.  No reliance may be placed for any purpose on the information and opinions contained in this podcast or their accuracy or completeness.  No representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or opinions contained in this document by any of Kintbury Capital, its members, employees or affiliates and no liability is accepted by such persons for the accuracy or completeness of any such information or opinions, and nothing contained herein shall be relied upon as a promise or representation whether as to past or future performance of the strategy. Kintbury Capital is authorised and regulated by the UK Financial Conduct Authority.  This podcast is being communicated by Kintbury Capital and in the United Kingdom in accordance with Article 14 (Investment Professionals), Article 21 (Certified high net worth individuals) and Article 22 (High net worth companies) of the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001, or pursuant to the permitted exemptions made available by the FCA in section 4.12 of its Conduct of Business Sourcebook.  PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.  NO ASSURANCE CAN BE MADE THAT PROFITS WILL BE ACHIEVED OR THAT SUBSTANTIAL LOSSES WILL NOT BE INCURRED BY THE STRATEGY.

From Our Archives: In this conversation from 6th #VIPS, Mr. Rajashekhar Iyer shares his views with Saurabh Basrar on expected returns of the broader markets in the decade, the importance and usage of both fundamental and technical analysis in value investing as well as handling of the selling decision on portfolio stocks, based on his experience. Mr. Rajashekar is a voracious reader and he also recommended the top 5 books an investor must read in this conversation. __________________________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

What are the best ways younger professionals can push forward in finance, and how can senior professionals help that happen? In this episode, Maha Khan Phillips talks to Fleur Iannazzo, CFA, founder and executive coach at WTF Money. With almost two decades of industry experience in managing the dos and don'ts of professional development, Fleur and Maha explore common challenges for younger professionals. Their discussion includes negotiating pay rises and mapping out their next career steps, alongside advice for industry veterans in training and retaining young talent.

In this episode, Ryan talks to Rob Biddinger, managing director at First Trust Capital Solutions, about the growing popularity of alternative investments, how institutional investors have historically utilized these strategies, and why the democratization of alternatives is under way. Reach us at https://www.ftportfolios.com/Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/Follow us on 'X' @ftportfolios

Mittlerweile zum dritten Mal dürfen in diesem Podcast Peter Thilo Hasler als Gast begrüßen. Diesmal dreht sich dabei alles um das Thema Anleihen. Zu Peter Thilo Hasler: Mitte der 90er-Jahre war er als stellvertretender Leiter der Unternehmensanalyse der Bayerischen Vereinsbank in München und verantwortlich für alle Börsengänge des Finanzinstituts Ende der 1990er-Jahre wurde er Leiter des Neuer Markt-Research der HypoVereinsbank Später Leiter des Small Caps-Research der UniCredit 2006 wechselte er zur Viscardi AG, einer Münchener Investmentbank und 2010 zur Blättchen & Partner AG, einem führenden Unternehmensberater für M&A- und Kapitalmarkttransaktionen, wo er bis 2013 als Partner und Vorstand für Anleiheemissionen, Börsengänge und Unternehmensbewertung verantwortlich war. 2010 gründete Peter Thilo Hasler mit seiner Frau Susanne die Sphene Capital GmbH, wo er heute als Analyst tätig ist. Zudem ist er Vorstandsmitglied der Deutsche Vereinigung für Finanzanalyse und Asset Management (DVFA), dem Berufsverband der Investment Professionals in Deutschland, stellvertretender Vorsitzender der DVFA Kommission Unternehmensanalyse sowie Referent für verschiedene Ausbildungslehrgänge der DVFA. Seit 2013 ist Peter Thilo Hasler im Beirat des TU München Invest Club. Seit 2014 ist Hasler Dozent an diversen Münchener Hochschulen, wo er Vorlesungen zu den Themen Börse, Kapitalmarkt und Unternehmensbewertung hält. Außerdem ist er Autor zahlreicher Aufsätze und Bücher zur Unternehmensbewertung sowie über Unternehmensanleihen und verfasst regelmäßige Kolumnen in der Finanzpresse. Disclaimer: Keine Anlagebratung oder -empfehlung. Nur unsere persönliche Meinung. Website: ⁠⁠www.aktienkauf-blog.de Instagram: ⁠⁠www.instagram.com/aktien.kauf Impressum: ⁠⁠www.aktienkauf-blog.de/faq

In this episode Herald Van Der Linde, the author of ‘Asia's Stock Markets From Ground Up' shares his thoughts on China with Jolly Balva, CFA. They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy. The conversation then goes on to cover what these updates might mean for its markets. _________________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

In this episode Herald Van Der Linde, the author of ‘Asia's Stock Markets From Ground Up' shares his thoughts on China with Jolly Balva, CFA.  They talk about the economic landscape over the short term as well as the long term drivers of structural change. These include the sectoral aspects, the policy response as well as the geopolitical implications for its economy.  The conversation then goes on to cover what these updates might mean for its markets.  Watch out for the full episode which is releasing soon! ____________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

Maseabi Marageni – Head: Business Development, Futuregrowth Asset Management SAfm Market Update - Podcasts and live stream

In this episode, Mr. Utpal Sheth shared his views with Varun Goenka on the importance of overcoming natural instincts in investing, focusing on the long-term strategic picture, and sizing bets to match one's conviction. He emphasized on the significance of learning from mistakes and how they define a person over time, particularly in the context of investing where mistakes can compound significantly. He highlighted the need for deep introspection and multiple iterations to understand and learn from mistakes. Mr. Seth also mentions the value of learning, adapting, and embracing mistakes in investing, ultimately leading to investment and personal growth and success. ___________________________________________________________ DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast. Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals.

In this episode, Jolly Balva, CFA is joined by World Gold Council's John Reade and Sheela Kulkarni. They talk about gold's performance as an asset class from a long-term perspective, as well as the key fundamental drivers of gold and where they stand.    They discuss :  - Performance of gold in different economic cycles - Why are central banks ramping up their buying of gold  - Gold demand driven by jewelry and electronics - The other demand drivers of gold  - The ESG credentials of Gold and the considerations for ESG investors - Gold investing trends in India  DISCLAIMER : This Podcast represents the views and opinions of the originally featured speaker and is posted with their express consent. All statements and expressions in the Podcast are personal views of the speaker and are meant for educational purposes only and should not be construed as research, recommendation, solicitation, or investment advice. CFA Society India* is a non-profit for member benefit and does not endorse any person, content, product, organization or securities, opinions or recommendations and makes no representation or warranty, guarantee, or claim of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, appropriateness, suitability, or completeness of the information mentioned in the podcast.  Viewers/readers shouldn't copy, transcribe, adapt, publish, license, distribute, perform and display the content including speech and any/all accompanying materials (including handouts and slides) without prior permission of CFA Society India for any use. CFA SOCIETY INDIA EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. * CFA Society India is a registered trademark of CFA Institute licensed to be used by the Indian Association of Investment Professionals. 

Arun Kelshiker, CFA the vice-chair of the CFA UK DEI committee, spoke to Baroness Helena Morrissey, founder of The Diversity Project - Investment Industry. When Helena entered the world of fund management early on in her career she soon realised the industry lacked inclusivity and diversity which led her to set up The Diversity Project in 2016. The new Safe Space initiative was then formed this year for investment professionals to openly and anonymously share their negative experiences. This includes situations of poor behaviour, bullying, discrimination, and harassment. Helena discusses the crucial role of fostering transparency and addressing critical issues within the investment community.

Venkat Atluri and Miklós Dietz are the guests in the latest episode of the Dinis Guarda Podcast to discuss the different aspects of their extensive professional careers and the Ecosystem Economy concept. In fact, the podcast highlights their recent collaboration on ‘The Ecosystem Economy', a book that discusses the various aspects of the consumer-centric economy, the changing consumer trends, and the future of businesses and economies. The podcast is powered by openbusinesscouncil, citiesabc, fashionabc, and sportsabc.Venkat Atluri BiographyVenkat Atluri is a Senior Partner and global leader of tech/telecom practice at McKinsey. With 22 years of experience in the firm, he has also co-founded and led the firm's Internet of Things (IOT) practice. He is also an author and thought leader contributor at McKinsey, including  co-authoring ‘The Ecosystem Economy: How to Lead in the New Age of Sectors Without Borders' along with Miklos Dietz.Venkat's academic background includes an MBA in Strategy and Finance from the University of Chicago. He joined McKinsey in 2001 and has held many leadership positions throughout his tenure at McKinsey. Venkat co-founded and led McKinsey's IoT (Internet of Things) Practice. He also created a group that aims to incubate new analytic and digital assets, develop innovative client offerings, and build alliances and partnerships with innovators.He has also led McKinsey's efforts globally for the TMT Practice to help clients fast-track and sustain transformational impact.Read Venkat Atluri's full biography on https://www.openbusinesscouncil.org/wiki/venkat-atluriMiklós Dietz BiographyMiklós Dietz is a Senior Partner and also the Managing Partner of McKinsey & Company's Vancouver office, where he leads the Strategy & Corporate Finance group within the global Financial Services Practice. Miklós is a certified financial analyst, a member of the CFA Organisation, a founding member of the Hungarian Society of Investment Professionals and an author. He is the co-author of ‘The Ecosystem Economy: How to Lead in the New Age of Sectors Without Borders' along with Venkat Atluri. In 2008, Miklós was awarded the Knights Cross of Hungarian Republic, for the support to the Prime Minister in managing the global financial crisis.Miklós holds a MPhil, finance and econometrics from University of Cambridge, a JD law from Eotvos Lorand University, and a MSc, economics from Corvinus University of Budapest. In 2001, Miklós joined McKinsey's Budapest office, and since then he has led over 400 projects in more than 40 countries across the world, covering multiple sectors, with primary specialisation in the financial sector, and focusing on business building, strategy, innovation, digital, large scale transformation, and marketing and sales topics.Miklós is also the Chairman of McKinsey's Panorama, the flagship project that mines a blend of banking and financial data sources—including proprietary data—to provide wide-ranging insights.Read Miklós Dietzt's full biography on https://www.openbusinesscouncil.org/wiki/miklos-dietzAbout Dinis Guarda profile and Channelshttps://www.openbusinesscouncil.orghttps://www.intelligenthq.comhttps://www.hedgethink.com/https://www.citiesabc.com/https://openbusinesscouncil.org/wiki/dinis-guardaMore interviews and research videos on Dinis Guarda YouTube

Miklós Dietz is a senior partner at McKinsey & Company, where he leads McKinsey's banking strategy and innovation work globally and is the managing partner of the Vancouver office. Miklos's specialty is in helping financial services companies and other organizations harness digital technology and stay ahead of emerging trends. He is the author of The Ecosystem Economy: How to Lead in the New Age of Sectors Without Borders, a compelling and practical books I've read on this shift strategists have been tracking now for a decade of the erasing of barriers and growing cross-section competition .He is the founder and chair of the Panorama research group and the Ecosystem Hub, and has served over 450 clients in 40+ countries across multiple industries. Prior to joining McKinsey, he worked at Merrill Lynch and Reuters. Miklós is a certified financial analyst, a member of the CFA Institute, and a founding member of the Hungarian Society of Investment Professionals.In this podcast, he shares:Why now? We've been talking about the erosion of industries boundaries for years now, but Miklos offers the economic and technological reasons why we are about to step into a new era of ecosystem-based competition.A picture of what this future would be like when the 88 sectors of the global economy reconfigure into a smaller number of ecosystems.Some very specific strategic exercises and steps you can act on right now to move position your organization to thrive in emerging ecosystem economy._________________________________________________________________________________________Episode Timeline:00:00—Highlight from today's episode00:51—Introducing Miklos + The topic of today's episode2:51—If you really know me, you know that...4:15—What is your definition of strategy?5:15—What is the argument for 'why now'? Why is this the time from an economic perspective for a shift to ecosystems?9:55—What do you think is the future of data?11:27—How many sectors are there now, and if they reconfigure into ecosystems, can you give us an example of what that looks like?14:38—If a company wants to start building capabilities to work within an ecosystem rather than a sector—where do they start?18:23—Does migrating an ecosystem economy reduce startup costs and risk for experimentation?20:12—Do you have any last advice on how companies can start migrating into an ecosystem economy?__________________________________________________________________________________________Additional Resources: Personal Page: https://www.mckinsey.com/our-people/miklos-dietzLinkedin: https://ca.linkedin.com/in/miklosdietz

Miklós Dietz is a senior partner at McKinsey & Company, where he leads McKinsey's banking strategy and innovation work globally and is the managing partner of the Vancouver office. Miklos's specialty is in helping financial services companies and other organizations harness digital technology and stay ahead of emerging trends. He is the author of The Ecosystem Economy: How to Lead in the New Age of Sectors Without Borders, a compelling and practical books I've read on this shift strategists have been tracking now for a decade of the erasing of barriers and growing cross-section competition .He is the founder and chair of the Panorama research group and the Ecosystem Hub, and has served over 450 clients in 40+ countries across multiple industries. Prior to joining McKinsey, he worked at Merrill Lynch and Reuters. Miklós is a certified financial analyst, a member of the CFA Institute, and a founding member of the Hungarian Society of Investment Professionals.In this podcast, he shares:Why now? We've been talking about the erosion of industries boundaries for years now, but Miklos offers the economic and technological reasons why we are about to step into a new era of ecosystem-based competition.A picture of what this future would be like when the 88 sectors of the global economy reconfigure into a smaller number of ecosystems.Some very specific strategic exercises and steps you can act on right now to move position your organization to thrive in emerging ecosystem economy._________________________________________________________________________________________Episode Timeline:00:00—Highlight from today's episode00:51—Introducing Miklos + The topic of today's episode2:51—If you really know me, you know that...4:15—What is your definition of strategy?5:15—What is the argument for 'why now'? Why is this the time from an economic perspective for a shift to ecosystems?9:55—What do you think is the future of data?11:27—How many sectors are there now, and if they reconfigure into ecosystems, can you give us an example of what that looks like?14:38—If a company wants to start building capabilities to work within an ecosystem rather than a sector—where do they start?18:23—Does migrating an ecosystem economy reduce startup costs and risk for experimentation?20:12—Do you have any last advice on how companies can start migrating into an ecosystem economy?__________________________________________________________________________________________Additional Resources: Personal Page: https://www.mckinsey.com/our-people/miklos-dietzLinkedin: https://ca.linkedin.com/in/miklosdietz

US markets responded negatively, as hopes of a ‘Fed pivot' were dashed, while equity markets elsewhere remained firm. This week the focus will switch to the mid-term elections in the US. Niall McDonnell CFA, Senior Investment Manager and Alex Burn CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Morningstar's Investment Conference for Individual Investors was held on the 13th of October. Investment professionals and economists shared their insights and how to navigate the current environment. We discuss a few of the lessons we learned.Our friends at Sharesight wrote a great article about their favourite insights from the conference. You can find them here. To watch the episodes on demand, register here, or contact us via email.To submit any questions or feedback, please emailmark.lamonica1@morningstar.com or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Equity markets rebounded, despite falling prices for both the US and Chinese tech sectors, while US Treasury markets gained ground. This week could bring further rate hikes from the US Federal Reserve and the Bank of England, as well as disappointing PMI data from major economies. Alex Burn CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

US and European equity markets rallied, while government bond markets continued to wrestle with ever rising interest rate forecasts. This week brings Q3 earnings reports from the big US tech stocks, while the European Central Bank meeting could deliver another 75 basis points rate hike. Alex Burn CFA, Senior Investment Analyst and Bushra Ahmed, Responsible Investment Lead spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Financial markets were dragged down by data showing accelerating US core inflation, as well as by the US Federal Reserve's reported determination to prioritise inflation control. The coming week brings the Chinese Communist Party Congress, as well as GDP growth and industrial production data from China. Alex Burn CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Turmoil across financial markets was eased somewhat by Bank of England intervention in the bond and currency markets. This week oil prices continue to climb in anticipation of OPEC+ production cuts, while US unemployment and PMI data could show the restrictive effect of recent interest rate hikes. Alex Burn CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Welcome back to this week's episode of Rising Giants where we have the opportunity to speak with Ratana Phurik-Callebaut, private sector and investment specialist in Cambodia. With over 20 years of experience in international trade and investment she has held many director positions most recently joining ACLEDA Bank and for launching the Cambodia Community of Investment Professionals with the support of the CFA institute . She has incredible perspectives on her view of educating and retaining top talent within the finance industry in the country and a "glass half full" outlook on the Cambodia startup ecosystem and we really enjoyed this conversation from start to finish. We dive into: - Ratana's early life leaving Cambodia from France and returning back in the early 2000's - How she dove head first into Cambodia's finance sector and her experience launching the Cambodia Community of Investment Professionals in 2018 - Which investment sectors Ratana is most excited about and the future outlook of Cambodia's startup ecosystem Rising Giants Linktree - all our links in one place! Rising Giants Newsletter - monthly Mekong region deal roundup and startup news. Rising Giants Instagram - where we keep you engaged daily!

It was another tough week for financial markets, largely driven by rising bond yields and as so often in recent months the central banks held centre stage. The US Federal Reserve stole the show delivering largely what was expected with a 75-basis-points hike. Alex Burn CFA, Senior Investment Analyst spoke to Louise Somers, Head of Global Communications. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Equity markets rallied after three consecutive down weeks, as the oil price continued to slide. This week brings CPI inflation data from the major economies, including the US where inflation is forecast to have peaked over the summer. Pela Strataki CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. The funeral of HM Queen Elizabeth II will take place on Monday 19th of September. There will be no podcast on that day. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Financial markets continued their negative reaction to hawkish rhetoric from the Jackson Hole symposium of central bankers. This week's focus will be the European Central Bank meeting, with mounting expectations of a 75 basis points hike in interest rates. Niall McDonnell CFA, Senior Investment Manager spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

The minutes of the US Federal Reserve's July meeting demonstrated the committee's resolve to purge the system of inflation. This week the Jackson Hole Symposium of global central bankers could shed light on the near term path of interest rates. Niall McDonnell CFA, Senior Investment Manager and Pela Strataki CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Equity markets continued to rally on CPI inflation data, sensing a peak to interest rates. This week the July FOMC meeting minutes will shed light on the US Federal Reserve's thinking, while retail sales data should indicate the health of the US consumer. Seamus Lyons CFA, Senior Investment Manager and Alex Burn CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

US Treasury markets reversed recent gains, after unemployment data demonstrating the strength of the US labour market, while the Bank of England warned of stagflation. This week will bring inflation data from both the US and China. Niall McDonnell CFA, Senior Investment Manager spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Financial markets continued to rally, boosted by some strong earnings reports and expectations that future US interest rate hikes could prove less aggressive. This week will be dominated by final July PMI data and US unemployment reports. Alex Burn CFA, Senior Investment Analyst spoke to Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

In der Mittagsfolge begrüßen wir heute Dominic Wilhelm, Principal bei Headline, und sprechen mit ihm über die Aufnahme von 940 Millionen US-Dollar an Eigenkapital, um Frühphasen-Unternehmen mit drei neu aufgelegten Fonds zu unterstützen. Der Headline US VII soll sich auf Nordamerika fokussieren und hat ein Volumen von 408 Millionen US-Dollar. Headline EU VII wiederum hat eine Gesamthöhe von 320 Millionen Euro und legt einen Fokus auf europäische Unternehmen. Der Headline Brazil III soll genutzt werden, um lateinamerikanische Investments zu tätigen. Dafür hat dieser ein Gesamtvolumen von mehr als 54 Millionen Euro. Zum Auffinden von passenden Unternehmen verwendet der Risikokapitalgeber seine firmeneigene KI namens EVA. So soll ermöglicht werden, dass objektive Entscheidungen getroffen werden, die unabhängig von Geschlecht oder ethnischer Zugehörigkeit sind. Die jüngste Generation der Headline-Fonds wird zwischen 1,5 und 15 Millionen US-Dollar in Technologie-Startups im B2B- und B2C-Bereich investieren. Headline ist eine globale Risikokapitalfirma, um weltweit in Startups mit einem hohen Wachstumspotential zu investieren. Headline setzt sich aus Frühphasenfonds in Nordamerika und Europa zusammen und verfolgt darüber hinaus eine Global Venture Growth-Strategie. Um diese weltweit angelegte Strategie zu unterstützen, hat der Wagniskapitalgeber Partnerschaften mit lokalen Early-Stage-Teams in Brasilien und Asien. Headline wurde 1999 von Andreas Haug, Christian Leybold, Mathias Schilling und Thomas Gieselmann in San Francisco gegründet. Mittlerweile hat der VC weitere Standorte in Berlin, Paris, São Paulo, Peking, Tokyo und Taipeh, wo die US-amerikanische Firma mittlerweile über 50 Investment Professionals beschäftigt. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 15€ Amazon Gutschein.

Our guest today is Ric Edelman, the founder of the Digital Assets Council of Financial Professionals, or DACFP, an organization he formed in 2018. DACFP aims to advance financial professionals' knowledge of blockchain and digital assets. Prior to forming DACFP, Edelman and his wife Jean founded Edelman Financial Services, which grew to become one of the largest Registered Investment Advisors in the United States before it acquired Financial Engines to form Edelman Financial Engines in 2018. Edelman is a fixture in financial media where he is known for his radio show and frequent print and television appearances and has authored numerous books, including his latest, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets. Edelman began his career as a journalist after graduating from Rowan University with a degree in communications.BackgroundBioDigital Assets Council of Financial Professionals (DACFP)DACFP Course on Blockchain and Digital Assets℠Edelman Financial EnginesThe Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, by Ric EdelmanThe Truth About Your Future With Ric EdelmanOther books by Ric EdelmanCryptocurrency"Crypto Attitudes Around the World," by Ric Edelman, dacfp.com, April 25, 2022."Ric Edelman Expects the SEC Will Approve a Bitcoin ETF," by Bernice Napach, benefitspro.com, July 2, 2021."A Bitcoin ETF Could Be a Game-Changer for Advisors. Not Everyone's Buying It," by Avi Salzman, Barron's, Oct. 19, 2021."Ric Edelman's '22 Predictions for 2022," by Brian Anderson, 401kspecialistmag.com, Dec. 29, 2021. "Here's the Best Time to Buy Bitcoin, According to Yale Data,” by Ali Montag, cnbc.com, Aug. 8, 2018."Cryptoassets: The Guide to Bitcoin, Blockchain, and Cryptocurrency for Investment Professionals," by Matt Hougan and David Lawant, CFA Institute, 2021.The Future of Advice"What's Coming Next in This Technological and Investment Revolution," YouTube, April 13, 2022.Milken InstituteStanford Center on Longevity"Laura Carstensen: 'I'm Suggesting We Change the Way We Work,'" The Long View podcast, Morningstar.com, Sept. 14, 2021.Retirement"Ric Edelman on the Future of Retirement," YouTube, Nov. 1, 2021."U.S. Is Facing 'a Real Retirement Crisis,' Top Investor Says—His Plan for Doubling Savings and Reducing Income Inequality," by Lizzy Gurdus, cnbc.com, June 22, 2021."More Americans Could Outlive Their Savings. How Advisors Can Protect Them," by Amey Stone, Barron's, July 21, 2021.Other"This Chart Perfectly Sums Up Why It's Important to Have a Diverse Investment Portfolio," by Kathleen Elkins, cnbc.com, Jan. 12, 2021.Richard Thaler

Dr. Manoj Shahi is the first Chartered Financial Analyst (CFA) of Nepal and the Chairman of the Association of Investment Professionals in Nepal (APIN). He is a highly experienced person with a work experience of above 15 years in Japan. Dr. Manoj Shahi has also been the Chairman of Rastriya Banijya Bank and President of Deerwalk, Asia. In this Podcast, Sushant and Dr. Manoj Shahi focus on the liquidity/ lending crisis along with other financial aspects of Nepal Follow Dr. Manoj Shahi on Twitter: https://twitter.com/shahi_manoj