Podcasts about jennison associates

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Best podcasts about jennison associates

Latest podcast episodes about jennison associates

WITneSSes
What students can do to beat the job search odds | Curtis Butler

WITneSSes

Play Episode Listen Later Oct 24, 2024 22:08


Introducing Curtis Butler, a seasoned finance professional with 30 years of experience as an investor and client-facing executive at top firms including J.P. Morgan, Jennison Associates, and an affiliate of Legg Mason.   With extensive expertise in building and leading teams, Curtis has conducted and experienced hundreds of interviews, giving him unique insights into what makes a resume stand out and the soft skills needed to succeed in an interview.   In addition to his career accomplishments, Curtis has dedicated time to mentoring, offering personalized coaching to numerous college and graduate students from his alma maters, Union College and Johns Hopkins University.   He has also helped many young professionals, including children of friends and colleagues, overcome the challenges of job searching and embark on successful career paths.   Tune in for valuable advice on navigating the job market and thriving in your career.   Learn More Here: http://www.guidedascentcoaching.com/   Want to be a guest on WITneSSes? Send Elisha Arowojobe a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/elishaarowojobe  

Billion Dollar Backstory
$500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How People Helping People Can Change the Face of the Fund Busi

Billion Dollar Backstory

Play Episode Listen Later Jul 10, 2024 65:13


There's nothing a woman in a power suit can't do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging collaboration and keeping core values at the heart of Polen's operation • How collaboration can be a boutique's secret sauce for standing out amongst the bigs…and so much more. About Rayna Lesser Hannaway:Rayna heads the Small Company Growth Team, is the lead Portfolio Manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies, and is co-portfolio Manager of Polen Capital's Global SMID Company Growth strategy. Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a Research Analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in Economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing. In 2021, Rayna launched Polen's WISE employee resource group to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is currently a member of the Board of Directors at Big Brothers Big Sisters of Massachusetts Bay and the Board Chair at RAW Artworks.Rayna holds a bachelor's degree in economics (summa cum laude) from Barnard College, Columbia University. In her free time, Rayna enjoys skiing, hiking, yoga, volunteering in her community, traveling, and spending time with her family. Resources Mentioned in This Episode: Song: U2 - Beautiful Day Books: Start with Why by Simon Sinek, How to Know a Person by David Brooks, Living with a SEAL by Jesse Itzler - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Exchanges at Goldman Sachs
Large-cap investing with Jennison Associates' Kathleen McCarragher

Exchanges at Goldman Sachs

Play Episode Listen Later Jun 28, 2024 25:41


Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs' Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams. To hear from more Great Investors, check out: Capital Group's Rob Lovelace on long-term investing, succession planning, and leadership lessons; Dimensional's Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty; KKR's Henry Kravis on private equity, culture, and global markets. And for more on large-cap stocks, listen to: Goldman Sachs Exchanges: Are the largest US stocks too dominant? 

Animal Spirits Podcast
Talk Your Book: Growth Stock Concentration

Animal Spirits Podcast

Play Episode Listen Later Jun 24, 2024 38:33


On today's show, Ben Carlson and Michael Batnick are live from Charleston, joined by Kathleen McCarragher, a Portfolio Manager for Jennison Associates and Harbor Capital to discuss market concentration within the S&P 500, how growth managers combat high-flying stocks within the index, how interest rates affect valuation, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Insurance AUM Journal
Episode 208: Current Interest Rate Environment and Potential Investment Opportunities

Insurance AUM Journal

Play Episode Listen Later Apr 22, 2024 34:08


Today's topic is straight-up fixed income and yield curve and Fed policy and implications. I couldn't be happier to be joined by Sam Kaplan, CFA, managing director and portfolio manager at Jennison Associates.

The Fiftyfaces Podcast
REPLAY Cathie Wood of ARK: Going Back to the Future with AI

The Fiftyfaces Podcast

Play Episode Listen Later Nov 9, 2023 42:11


Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. This was our second podcast recording together but the first for the Fiftyfaces Podcast. We started by tracing Cathie's upbringing and the fusion of innovation, entrepreneurship and travel that led to a peripatetic youth, including a spell in Ireland. We hear what drove her interest in finance and investing, and how she started her career. Our conversation moves then to the founding of ARK, and the almost spiritual reckoning that led to Cathie's decision to strike out on her own. We hear about her commitment to transparency and openness when it comes to research, and to the overarching importance of making their research open source. The team at ARK believes that this makes their process more robust, more resilient and adaptive, and they give the example of the evolution of their "autonomous cars" segment to embrace all of AI and how they have cross-checked some of their assumptions around growth in other sectors. Given how topical the subject is, we dive into a discussion about AI and its likely impact on the investment management industry. Cathie's thesis is an optimistic one, that should get the industry back to its original, forward-looking focus on themes and creativity. Finally we speak about pushback, criticism and debate that ARK and its theses have occasionally attracted. Series 5 of 2023 is kindly sponsored by With Intelligence, which has the mission of connecting investors and managers to the right people and data to raise and allocate assets effectively The music in this podcast series - provided by Julia Kwamya - is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1

The Fiftyfaces Podcast
REPLAY: Episode 213 Cathie Wood of ARK: Going Back to the Future with AI

The Fiftyfaces Podcast

Play Episode Listen Later Nov 8, 2023 42:10


Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. This was our second podcast recording together but the first for the Fiftyfaces Podcast. We started by tracing Cathie's upbringing and the fusion of innovation, entrepreneurship and travel that led to a peripatetic youth, including a spell in Ireland. We hear what drove her interest in finance and investing, and how she started her career. Our conversation moves then to the founding of ARK, and the almost spiritual reckoning that led to Cathie's decision to strike out on her own. We hear about her commitment to transparency and openness when it comes to research, and to the overarching importance of making their research open source. The team at ARK believes that this makes their process more robust, more resilient and adaptive, and they give the example of the evolution of their "autonomous cars" segment to embrace all of AI and how they have cross-checked some of their assumptions around growth in other sectors. Given how topical the subject is, we dive into a discussion about AI and its likely impact on the investment management industry. Cathie's thesis is an optimistic one, that should get the industry back to its original, forward-looking focus on themes and creativity. Finally we speak about pushback, criticism and debate that ARK and its theses have occasionally attracted. Series 5 of 2023 is kindly sponsored by With Intelligence, which has the mission of connecting investors and managers to the right people and data to raise and allocate assets effectively The music in this podcast series - provided by Julia Kwamya - is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1 Learn more about your ad choices. Visit megaphone.fm/adchoices

Fondsnieuws
PGIM: decarbonisatie verdient een breder perspectief

Fondsnieuws

Play Episode Listen Later Oct 20, 2023 25:45


Beleggen in de transitie naar een koolstofarme economie kan in vele vormen. De variatie wordt veelal gegeven door de verschillende combinaties die mogelijk zijn van doelmatigheid enerzijds en financiële haalbaarheid anderzijds. In deze podcast stelt Raj Shant, managing director van Jennison Associates, dat te vaak de nadruk ligt op vergroening van de energieproductie, terwijl de mogelijkheden van emissiebeperking in andere grote economische sectoren veelal worden onderschat.Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. The Netherlands: http://www.investmentofficer.nlBelgium: http://www.investmentofficer.beLuxembourg: http://www.investmentofficer.lu

Insurance AUM Journal
Opportunities in Securitized

Insurance AUM Journal

Play Episode Listen Later Oct 16, 2023 31:20


Today's topic is securitized markets. And I'm thrilled about this because I've got a background here, and halfway, I think I might be able to hold my own for a minute. So we're joined today by Dmitri Rabin, who is the Head of Securitized at Jennison Associates.

head opportunities jennison associates
The OUTThinking Investor
The AI Boom: Investing in a New Age of Tech

The OUTThinking Investor

Play Episode Listen Later Aug 8, 2023 26:50


Fans of the long-running game show Jeopardy will remember that one famous contestant stood out from the rest. IBM's supercomputer, named Watson, beat two human opponents in a 2011 competition that brought artificial intelligence into the spotlight. More than a decade later, AI has taken a giant leap forward. Generative AI, made popular by the launch of ChatGPT, has already made its impact felt on the investment world, and it appears poised to shake up the modern economy as businesses find new ways of utilizing the technology. The next generation of AI presents new possibilities for the way people live, work and invest. This episode of PGIM's The OUTThinking Investor explores a future reimagined by generative AI, from its business applications and social impact to the investment opportunities and risks across sectors. Guests David Ferrucci, the former project lead for Watson; Gillian Tett, US editor-at-large for the Financial Times; and Erika Klauer, portfolio manager of the technology fund at Jennison Associates, bring their unique perspectives to the topic of AI and how investors can prepare for what is to come.

The Fiftyfaces Podcast
Episode 213: Cathie Wood of ARK: Going to Back to the Future with AI

The Fiftyfaces Podcast

Play Episode Listen Later Aug 3, 2023 42:11


Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. This was our second podcast recording together but the first for the Fiftyfaces Podcast. We started by tracing Cathie's upbringing and the fusion of innovation, entrepreneurship and travel that led to a peripatetic youth, including a spell in Ireland. We hear what drove her interest in finance and investing, and how she started her career. Our conversation moves then to the founding of ARK, and the almost spiritual reckoning that led to Cathie's decision to strike out on her own. We hear about her commitment to transparency and openness when it comes to research, and to the overarching importance of making their research open source. The team at ARK believes that this makes their process more robust, more resilient and adaptive, and they give the example of the evolution of their "autonomous cars" segment to embrace all of AI and how they have cross-checked some of their assumptions around growth in other sectors. Given how topical the subject is, we dive into a discussion about AI and its likely impact on the investment management industry. Cathie's thesis is an optimistic one, that should get the industry back to its original, forward-looking focus on themes and creativity. Finally we speak about pushback, criticism and debate that ARK and its theses have occasionally attracted. This podcast will be part of Series 5 of the 2023 Fiftyfaces Podcast which is kindly sponsored by With Intelligence, which has the mission of connecting investors and managers to the right people and data to raise and allocate assets effectively The music in this podcast series - provided by Julia Kwamya - is available on her album on Spotify: Feel Good about Feeling Bad https://open.spotify.com/album/7lTQWSHeaVo3xHuF9q8ilv?si=uvGJZX7FQ9-2wX-0e951ZA&nd=1

The Fiftyfaces Podcast
Episode 213: Cathie Wood of ARK: Going to Back to the Future with AI

The Fiftyfaces Podcast

Play Episode Listen Later Aug 3, 2023 42:10


Cathie Wood is CEO of ARK Investment Management LLC (“ARK”). Prior to ARK, Cathie spent twelve years at AllianceBernstein as Chief Investment Officer of Global Thematic Strategies where she managed $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded which, in 2000, where she managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. This was our second podcast recording together but the first for the Fiftyfaces Podcast. We started by tracing Cathie's upbringing and the fusion of innovation, entrepreneurship and travel that led to a peripatetic youth, including a spell in Ireland. We hear what drove her interest in finance and investing, and how she started her career. Our conversation moves then to the founding of ARK, and the almost spiritual reckoning that led to Cathie's decision to strike out on her own. We hear about her commitment to transparency and openness when it comes to research, and to the overarching importance of making their research open source. The team at ARK believes that this makes their process more robust, more resilient and adaptive, and they give the example of the evolution of their "autonomous cars" segment to embrace all of AI and how they have cross-checked some of their assumptions around growth in other sectors. Given how topical the subject is, we dive into a discussion about AI and its likely impact on the investment management industry. Cathie's thesis is an optimistic one, that should get the industry back to its original, forward-looking focus on themes and creativity. Finally we speak about pushback, criticism and debate that ARK and its theses have occasionally attracted. This podcast will be part of Series 5 of the 2023 Fiftyfaces Podcast which is kindly sponsored by With Intelligence, which has the mission of connecting investors and managers to the right people and data to raise and allocate assets effectively Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Businessweek
Powell Set to Lay Groundwork for Higher Rates

Bloomberg Businessweek

Play Episode Listen Later Mar 6, 2023 37:22


Bloomberg News Economics Reporter Jonnelle Marte discusses that Federal Reserve Chair Jerome Powell is expected to echo fellow central bankers in suggesting interest rates will go higher than policymakers anticipated just weeks ago if economic data continue to come in hot. Andy Browne, Partner at Brunswick Group, talks about the news out of China's National People's Congress. Elizabeth Werner, QVC Guest Host and toy industry expert, shares her thoughts on the Toy Fest West trade show. And we Drive to the Close with Mark Baribeau, Head of Global Equity at Jennison Associates. Hosts: Carol Massar and Katie Greifeld. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Bloomberg Businessweek
Powell Set to Lay Groundwork for Higher Rates

Bloomberg Businessweek

Play Episode Listen Later Mar 6, 2023 37:22 Transcription Available


Bloomberg News Economics Reporter Jonnelle Marte discusses that Federal Reserve Chair Jerome Powell is expected to echo fellow central bankers in suggesting interest rates will go higher than policymakers anticipated just weeks ago if economic data continue to come in hot. Andy Browne, Partner at Brunswick Group, talks about the news out of China's National People's Congress. Elizabeth Werner, QVC Guest Host and toy industry expert, shares her thoughts on the Toy Fest West trade show. And we Drive to the Close with Mark Baribeau, Head of Global Equity at Jennison Associates. Hosts: Carol Massar and Katie Greifeld. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Market Narratives
Growth equities to shine in 2023, if interest rates stabilise

Market Narratives

Play Episode Listen Later Feb 13, 2023 26:37


Last year was a terrible year for growth equity investing but 2023 will be a year they can shine, as long as interest rates stabilise, according to Raj Shant, London-based managing director and equity portfolio specialist at Jennison Associates, which is a fundamental equities manager owned by PGIM.

Bloomberg Businessweek
Biotech Sector Under the Microscope

Bloomberg Businessweek

Play Episode Listen Later Jan 6, 2023 9:01


Debra Netschert, Health Sciences Portfolio Manager at Jennison Associates, discusses her 2023 outlook for the biotech industry. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

sector biotech microscopes jennison associates tim stenovec
Bloomberg Businessweek
Biotech Sector Under the Microscope

Bloomberg Businessweek

Play Episode Listen Later Jan 6, 2023 9:01


Debra Netschert, Health Sciences Portfolio Manager at Jennison Associates, discusses her 2023 outlook for the biotech industry. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

sector biotech microscopes jennison associates tim stenovec
Geldmeisterin
Superzyklus an Innovationen – Wachstums-Aktien nicht abschreiben

Geldmeisterin

Play Episode Listen Later May 29, 2022 39:58


Raj Shant, Managing Director bei Jennison Associates, ein Unternehmen des US-amerikanischen Vermögensverwaltungsgiganten PGIM, findet trotz der steigenden Zinsem innovative Wachstumsaktien bei den Bewertungen spannend. Denn sie würden weiterhin durch den Superzyklus bei Innovationen beflügelt, meint er im Gespräch mit der GELDMEISTERIN. Diese Superzyklus sieht Raj Shant etwa in den Bereichen digitaler Zahlungsverkehr, Direktvermarktung mit eigenen Shops und Online-Shopping oder auch bei Cloud-Lösungen. Wir erleben keine zweite Tech-Bubble, das sei absurd, meint Raj Shant. Im Gegensatz zur Dot.com-Zeit wachsen viele innovative Tech-Unternehmen weiter und schreiben Gewinne. Mehr möchte ich nicht verraten, reinhören und staunen! Shalom, servus, mas salamah sagt Julia Kistner, Podcasthost der GELDMEISTERIN Timestamps für´s Abkürzen: (1:45) Long Term innovations (7:30) Don´t believe in Metaverse (12:55) Direct to consumer is a big theme (17:40) Shopify – direct to consumer (26:20) Next generation of giants (33:00) Only a small number of companies all over the world have the potential (35:30) Good chances after rotation out of tech stocks Rechtlicher Hinweis: Das sind keinesfalls Empfehlungen, sondern nur meine persönlichen Gedanken. Die Autorin übernimmt keinerlei Haftung die daraus erwächst, dass man entsprechend Ihrer Medienbeiträge Investments tätigt. Musik- & Soundrechte: https://www.geldmeisterin.com/index.php/musik-und-soundrechte/ #Aktien #Wachstumsaktien #Zinsen #Inflation #RayShant #PGIM #Innovationen #Superzyklus #JennisonAssociates #Microsoft #Amazon #Apple #Cloud #DirectMarketing #OnlineShopping #Hermes #LouisVuitton #Tech #investment #valuation #podcast #Geldmeisterin #JuliaKisnter #USA #Metavers #directtoconsumer #growth --- Send in a voice message: https://anchor.fm/geldmeisterin/message

My Charter Story
Ep 1 - Sibil Sebastian Patri, CFA

My Charter Story

Play Episode Listen Later Jan 19, 2022 18:03


In our premier episode, Sibil Patri, CFA, shares how her strict upbringing and determination helped give her the confidence she needed to tackle the Level I CFA® exam. Learn how her journey took her from working behind the cash register at her father's convenience store to being one of the youngest VPs at American Century Investments and a leader in championing diversity, equity, and inclusion.   Sibil Sebastian Patri, CFA, is vice president, strategy and corporate development for American Century Investments. In this role, she partners with senior leaders across the organization to identify and assess strategic growth opportunities for the firm. In addition, Sibil oversees UCITS and international strategy and chairs the firm's ESG strategy committee. She is a member of American Century's Diversity, Equity, and Inclusion Committee, and is the global co-lead of Accelerate, American Century's business resource group focused on advancing women. Prior to this role, Sibil led product strategy for American Century's global and non-US equity offerings. Previously, Sibil held product management and marketing roles at Jennison Associates, OppenheimerFunds, and BlackRock. Sibil holds a bachelor's degree in finance from Pace University's Lubin School of Business and master of science in finance from Baruch College's Zicklin School of Business. Click here to see pictures of Sibil's journey to becoming a CFA charterholder. Follow Sibil on LinkedIn Have a compelling story about your journey to earning the charter? We want to hear from you! Contact us at podcast@cfainstitute.org so we can explore telling your story on a future podcast episode.  

P&L With Paul Sweeney and Lisa Abramowicz
Infrastructure And The Markets

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Oct 1, 2021 24:26


Sheetal Prasad, Small & Midcap Growth Portfolio Manager & Equity Research Analyst at Jennison Associates, discusses markets and the infrastructure bill. Tim Fiore, Chairman of the Manufacturing Business Survey from the Institute for Supply Management, discusses the monthly manufacturing ISM. Abhay Deshpande, Chief Investment Officer for Centerstone Investors, talks markets. Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Hermes, discusses markets and his investment outlook. Hosted by Paul Sweeney and Kailey Leinz. See omnystudio.com/listener for privacy information.

P&L With Paul Sweeney and Lisa Abramowicz
A Look At China's Tech Crackdown, Consumer Sentiment (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Aug 13, 2021 32:03


Dan Ives, Managing Director, Equity Research at Wedbush Securities, discusses China's tech crackdown and consumer sentiment. Sheetal Prasad, Small & Midcap Growth Portfolio Manager, and Equity Research Analyst at Jennison Associates, talks about the infrastructure bill and its market impact. James Rasteh, CIO and Founding Partner of Coast Capital, talks commodities. Poonam Goyal, Senior U.S. Retail Analyst for Bloomberg Intelligence, previews retail earnings. Hosted by Paul Sweeney and Matt Miller. (Taylor Riggs fills in for Paul Sweeney) Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

P&L With Paul Sweeney and Lisa Abramowicz
LGBTQ Authentic Inclusion In Advertising (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jun 24, 2021 28:14


Rich Ferraro, Chief Communications Officer for GLAAD, talks about Pride Month brand backlash, and working toward authentic inclusion of the LGBTQ+ community in advertising. Ben Steverman, Personal Finance Editor for Bloomberg News, discusses Peter Thiel's Roth IRA. Erika Klauer, Technology Equity Portfolio Manager at Jennison Associates, discusses the threat of inflation on the tech sector. Alison Williams, Senior Banks Analyst for Bloomberg Intelligence, talks about the Federal Reserve stress test. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Investment Officer BE
PGIM: How secular trends redefine emerging markets

Investment Officer BE

Play Episode Listen Later Jun 9, 2021 28:03


Emerging markets used to be the production house of the world, but that's an old story. Today they rank among the most innovative countries. According to Raj Shant, managing director and portfolio specialist at Jennison Associates, a fully owned subsidiary of PGIM Investments, the fastest growing 40% of emerging market companies generate all the profit and all the stock market returns. In this podcast we'll discuss how innovations in healthcare, e-commerce and other industries are redefining emerging markets and how investors can use them in their portfolio.

P&L With Paul Sweeney and Lisa Abramowicz
Mother's Day Has Become More Than Just Flowers (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later May 6, 2021 29:01


1-800-FLOWERS.COM Inc. CEO, Chris McCann, discusses how the company has fared during the pandemic. Senior Portfolio Manager from Mellon, Manuel Hayes, discusses the evolving dynamic between high yield, fallen angels and rising stars. Henry Schein CEO, Stanley Bergman, discusses earnings, pandemic outlook, and medical equipment demand during the pandemic. Mark Baribeau, Head of Global Equity at Jennison Associates, explains why investors should resist making changes to portfolios during rotational periods. Hosted by Paul Sweeney and Matt Miller.

Fear and Greed
Surging property drives debt, IR battleground, the stock up 800% in a year

Fear and Greed

Play Episode Listen Later Mar 16, 2021 18:11


Wednesday 17 March 2021 The federal government goes into battle over industrial relations, as the number of disputes hits decade lows. Also today: British Prime Minister Boris Johnson looks to Asia for the future of the UK. Debt levels for home-owners surge as property prices jump. And the story of the top 200 stock that’s up 800 per cent over the past year. And it’s not Afterpay. Plus an interview with Albert Kwok, Emerging Markets portfolio manager at Jennison Associates about emerging markets.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Fear and Greed
Interview: Investing in emerging markets with Albert Kwok

Fear and Greed

Play Episode Listen Later Mar 16, 2021 12:09


Sean Aylmer speaks to Albert Kwok, Emerging Markets Portfolio Manager at Jennison Associates, about investing in emerging economies. They look at where the opportunities lie, potential investment strategies, and examine China and India as leading examples of emerging markets.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Bloomberg Businessweek
Republican Efforts to Overturn Biden's Victory

Bloomberg Businessweek

Play Episode Listen Later Nov 11, 2020 39:12


Dr. Anthony Harris, Chief Innovation Officer at WorkCare, provides a coronavirus and vaccine update. Bloomberg Businessweek Technology Writer Joshua Brustein talks about the story “Joe Biden Gives Big Tech a Different Kind of Washington Problem.” Bloomberg News National Political Reporter Tyler Pager shares his insight on republicans escalating efforts to overturn Biden's election victory. Bloomberg News Editor Dimitra Kessenides and Kennedy Smith, Senior Researcher at the Institute for Local Self-Reliance, discuss state relief funds that have provided $8.5 billion for small businesses. And we Drive to the Close with Sara Moreno, Emerging Markets Equity Portfolio Manager at Jennison Associates. Host: Carol Massar. Producer: Doni Holloway. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Outsmart: Mastering in the new normal
The early innings of the tech revolution

Outsmart: Mastering in the new normal

Play Episode Listen Later Nov 3, 2020 17:51


In this podcast, Thomas Davis, Global Portfolio Manager at Jennison Associates, a PGIM Business, describes the magnitude of technology-driven investment opportunities. “We are in the midst of one of the biggest periods of technological innovation and disruption, probably in a generation…the scale of the opportunity has probably even today been underestimated”.

Bloomberg Businessweek
COVID-19 Numbers Have Come Down, Paz Says

Bloomberg Businessweek

Play Episode Listen Later Aug 21, 2020 39:15


Dr. Harold Paz, CEO of Wexner Medical Center at The Ohio State University, provides a coronavirus and vaccine update. Bloomberg Businessweek Editor Joel Weber and Businessweek Politics Editor Amanda Hurley discuss the story “The End of Steve Bannon—And Maybe Trump, Too.” We get Businessweek Economics with Danny Blanchflower, Professor of Economics at Dartmouth. And we Drive to the Close with Erika Klauer, Portfolio Manager at Jennison Associates. Hosts: Carol Massar and Jason Kelly. Producer: Doni Holloway.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Fondsnieuws
PGIM Investments: Winnaars & verliezers na Corona

Fondsnieuws

Play Episode Listen Later Jun 15, 2020 23:49


De structurele veranderingen die de lockdown heeft ontketend, creëren nieuwe winnaars en verliezers onder bedrijven. In deze podcast praat Tom Jessen met Raj Shant, portfoliospecialist bij Jennison Associates, een boutique van PGIM Investments, over welke seculiere trends een supercharged boost zullen krijgen in het post-corona virustijdperk en hoe beleggers zich moeten positioneren om te profiteren van de sterke groei van deze seculiere thema's. 

corona investments winnaars jennison associates tom jessen