Podcast appearances and mentions of kim shannon

Kim Shannon, Founder & Co-CIO, Sionna Investment Managers, joins us on Raise Your Average for a very enjoyable and insightful deep dive conversation about value investing, that value is an inflation/reflation trade, and has some advice for stock investors heading into 2022. The Canadian market is undervalued right now and there's a lot of opportunity for investors to take advantage of in the new year.Today is International Women's Day and in honour of that, we are excited to serendipitously feature our conversation of February 14, 2022 with Kim Shannon, one of Canada's brilliant value investors.Our conversation begins with Kim Shannon sharing some of her early experiences as a value investor, and notably as one of the very few 'first' women in Canadian capital markets to have the courage and the conviction to follow her dream as a value equity portfolio manager. She so humbly describes the journey, and the hard work that led to her meteoric rise into the pantheon of Canadian equity fund managers.She points out that the last twelve years have been the longest period in market history of high quality fundamental value-investing underperformance relative to growth investing, also noting that 80% of the time, value has outshone growth investing. Shannon believes that we've possibly passed the inflection point, the change to a reflationary regime, that favours value investing. And, as investors turn their sights back to quality, growth, competitiveness, and risk, she points out that Canada is not only undervalued, read 'cheap', but that today's inflationary/reflationary triggers are a great setup for Canadian Equities.=================================================================================Where to find Kim Shannon, Founder & Co-CIO, Sionna Investment Managers:Sionna Investment ManagersKim Shannon on Linkedin=================================================================================Where to find the Raise Your Average crew:ReSolve Asset ManagementReSolve Asset Management BlogMike Philbrick on LinkedinRodrigo Gordillo on LinkedinAdam Butler on LinkedinPierre Daillie on LinkedinJoseph Lamanna on LinkedinAdvisorAnalyst.com================================================================================"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie MungerWelcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars. We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

Kim Shannon, CFA, Founder & Co-CIO, Sionna Investment Managers joined us for deep dive of a fireside chat on her career and perspective as a value manager, investing, inflation, the reflation trade, and why the current leg in the economic cycle is a favourable backdrop for Canadian equities.Kim reflects on her career history – her beginnings as a value manager under the wing of her early mentor at Royal and Sun Alliance, investing legend, John Di Tomasso, in the early 80s. She describes her investing journey, the application of her knowledge and her own proprietary take on value investing, and how she and her associates subsequently turned an old then $40-million AUM fund into Canada's largest equity mutual fund, which earned her the reputation as one of Canada's pre-eminent market wizards.The last ten years however have seen the hollowing out of value fund AUMs against growth and momentum, and Kim Shannon, no stranger to the challenges of competing against the market, candidly admits that it's been a tough go, maintaining her integrity and conviction through the period. Until last year, that is, when value stocks, in the context of a comeback in inflation, began to show the meaningful glimmer of reverting back to historical trend. That glimmer of a reversion to mean in investing styles emerged during last year's re-opening in the context of reflation following the COVID-19 growth shock of 2020.She points out that, "The last 12 years have been the longest period of underperformance of Value, and when Value failed to outperform following the March 2020 bear market, that really affected the psyche of investors about Value." Kim Shannon goes on to add that, "So that really affected client psyche about value because a lot of clients had held in with value because it always defended at a down market."We then discuss valuations on several the last decade's market leaders, and even with a reversion in P/E multiples, Shannon points out that even if P/Es come down to 150 times earnings, their valuations imply that it will take 150 years for those stocks to pay investors back. Most of the darlings of the 1990s run up no longer exist, such as Sun Microsystems, and companies like Cisco and Intel have failed to inspire investors."The average tenure of stocks today is 20 years," explains Shannon. That means that investors are paying up for valuations that will take, in some cases many generations to collect on for companies, that, in most cases, won't be around in 20 years. Our conversation winds through the topics of inflation, value as a reflation trade, value investing, and culminates with her bull case for Canadian stocks. There is also strong likelihood that if if there is a sustained inflation, it will be supportive of Canadian equity valuations.We discuss some of her favoured areas of opportunity and get into some of the names she likes. Her over-arching thesis is that she believes and expects that Canadian stocks are set to outperform U.S. stocks in the period ahead, and we discuss her pro-Canada investment case. Notes: Kim Shannon's reference to George Athanassakos' (Professor at Ivey School of Business - Benjamin Graham School of Value Investing) research findings from last year:What if inflation is here to stay? Think value stocks"We also examined the annual inflation rate above which the value premium became decidedly positive. This inflation rate was approximately 2.5 per cent. Once inflation started to exceed 2.5 per cent, value stocks started to outperform, while growth stocks, in general, did better when inflation was below 2.5 per cent. Between 1930 and 2020, there were 50 years when annual inflation was at or above 2.5 per cent and 40 years when it was below 2.5 per cent. The median value premium in the first period was 11.04 per cent and in the second 2.34 per cent. It's worth noting that it is primarily small-cap value stocks that drive these relationships."*****Where to find Kim Shannon, Founder & Co-CIO, Sionna Investments:Kim Shannon on LinkedinSionna Investments*****Thank you for watching – If you're enjoying Insight is Capital, please subscribe to the podcast at Apple or Google Podcasts, and please do share your thoughts and comments, and ratings.

From being in opposite corners to joining forces these two professional female boxers are household names in the sport. With different journeys they have come together to help each other flourish in the sport. We talk about the mental game, the lack of opportunity in sports for women and what's coming up for them very soon! Listen to #Pulse95Radio in the UAE by tuning in on your radio (95.00 FM) or online on our website: www.pulse95radio.com ************************ Follow us on Social. www.facebook.com/pulse95radio www.twitter.com/pulse95radio www.instagram.com/pulse95radio www.soundcloud.com/pulse95radio

General Information:Episode #: 8Episode Title: Gam & God's FaithfulnessPublish Date: 9/21/2021Clean/Explicit: CleanSocial Hashtags: #beautyfromashesartisry #theseedsowingstylist #womeninbusiness #hairstylist #womenwhopodcast #hairandmakeupartist #hmua #womensupportingwomen #strongwomen #beautyindustry #womanoffaith   Episode Summary:This week we are joined by Kim Shannon, AKA Gam as Gracie, Seed Sowing Stylist Host calls her. These two are joined together by Jesus and share their stories of his faithfulness over their life. They also talk about the goodness of his word and truly relate biblical stories to each and everyone of their own stories. Kim has had a huge part in what Gracie is today, as the two joke about stories from the past you can truly depict their relationship with each other and the Lord. Guest Bio: Kim Shannon was born in Jonesboro, Louisiana in 1960. She is one of 3 sisters and has 2 sons and a daughter ( Gracie's Mom). She married her High School sweetheart at the age of 17 and they have been married 44 years. They have been blessed with 11 grandkids. Kim has been a follower of Jesus her whole life and has kept him center.Guest Links:https://www.facebook.com/kshannon1960https://www.instagram.com/kshannon1960/Important Links: https://www.instagram.com/theseedsowing.stylist/https://www.instagram.com/beautyfromashes.artistry/https://www.facebook.com/beautyfromashes.artistryhttps://www.facebook.com/groups/224125229609264  Thanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think others would love to hear it, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode or want to be a guest on the show? Leave a comment in the section below or visit the website to contact me!Subscribing to The Podcast:If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts, Stitcher, Spotify, Amazon, or whatever your favorite podcast app is!Leave Us an Apple Podcasts Review:Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. So if you have a minute, please leave a review on Apple Podcasts.

General Information:Episode # : 5.1 ( Bonus)Episode Title: Waiting on God and Trusting His Timing over my lifePublish Date: 9/27/2021clean/explicit: CleanSocial Hashtags: #beautyfromashesartistry #theseedsowingstyist #womeninbusiness #hairstylist #womenwhopodcast #hairandmakeupartist #christianbusiness #faithbasedpodcast #womenoffaith #womensupportingwomenEpisode Summary:This Bonus Episode is something that was laid over host, Gracie McRight's heart. The Seed Sowing Stylist Podcast has been a place for her and fellow business owners to give their testimony and truly reflect on blessings from above. She explains in this episode some current struggles she's faced while juggling multiple entities. Gracie goes deep into her faith and calling to share with other like minded christians that it isn't always in the victories that we find grace, but oftentimes in the hallways while waiting to receive our victory. She talks about her Grandmother,  Kim Shannon , Also known as Gam to all of her grandchildren and their friends. Gam has been a huge testimony to Gracie's strong faith and she knows that she can always count on her to say a prayer, give advice, or just simply be there.Important Links:https://www.instagram.com/theseedsowing.stylist/https://www.instagram.com/beautyfromashes.artistry/https://www.facebook.com/beautyfromashes.artistryThanks for Listening:Thanks so much for listening to our podcast! If you enjoyed this episode and think others would love to hear it, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode or want to be a guest on the show? Leave a comment in the section below or visit the website to contact me!Subscribing to The Podcast:If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts, Stitcher, Spotify, Amazon, or whatever your favorite podcast app is!Leave Us an Apple Podcasts Review:Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. So if you have a minute, please leave a review on Apple Podcasts.

Part 2 of our credit series. When it comes to credit, there's a lot to know. Joining me today is one of my business partners Kim Shannon to help us understand the credit repair process and the impact not repairing your credit has on our finances. Topics include: * Why are credit scores so important * Credit Repair companies and what to expect * What are Scores Are Based on * What do the scores mean * Do different agencies have different scores?How do we check them and correct them Special Guest: Kim Shannon: Regional Sales Director, Good Credit RX. IG : @IAmKimShannon For more information on how to fix your credit, Contact us:  Credit Cents - Financial Counseling and Credit Repair Schedule a Consultation: https://linktr.ee/CreditCents Fix My Credit: https://www.ucesprotectionplan.com/default.aspx?rid=LCohen1 IG: https://www.instagram.com/creditcents/ FB: https://www.facebook.com/CreditCents  Podcast: https://anchor.fm/credit-cent --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/kaali-cohen/message Support this podcast: https://anchor.fm/kaali-cohen/support

Today’s conversation is with Kim Shannon President and Co-Chief Investment Officer at Sionna Investment Managers. Kim founded Sionna Investment Managers in 2002 and has more than 35 years of industry experience, and previously served as the Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. Kim is also a board member with the Canadian Coalition for Good Governance, the author of The Value Proposition: Sionna's Common Sense Path to Investment Success, and the recipient of numerous awards, including Morningstar Fund Manager of the Year (2005). I've been looking forward to meeting Kim for quite a while and I finally had the opportunity to do so recently at a panel that we did during the last Berkshire shareholder meeting. Kim has had a fascinating career so far, with a unique perspective as a rare woman in the asset management industry. Near the end of her undergrad degree in science, Kim had an opportunity that showed her a new side to a career in business. That realization set her on an entirely new path toward the investment industry, where she worked her way from the very bottom to top positions at Merrill Lynch Investment Managers, eventually opening her own firm. On this episode, Kim and I discuss why she became a believer in value investing, the importance of mentorship for building your reputation and career, her approach to portfolio construction and investment philosophy, and so much more!   Key Topics: Kim’s journey from a degree in science to a corporate career in the investment world (2:50) Why Kim became a believer in value investing (4:23) The value of viewing business as more than the profit motive (5:42) How worked her way up from the bottom at Royal and Sun Alliance to being pursued by Merrill (7:02) The state of the asset management industry for women in the early 1980s (11:02) How mentorship helped Kim build her reputation and career (11:36) Why the meritocracy of the asset management industry is beneficial for women (13:00) The deteriorating situation for women in the asset management industry (14:49) Shocking statistics for women in leadership positions in the industry (16:04) The mission of Variant Perspectives (16:41) The principles Kim has built into Sionna’s investment approach (19:11) Kim’s approach to search, using a quant model as the first step (23:28) How Kim’s team performs fundamental analyses on potential investments (27:57) How knowledge analysis is structured at Sionna (30:20) Why being a specialist can increase your biases (31:32) Sionna’s perspective on assessing relative value (32:37) The importance of the financial services sector (34:04) The unique aspects of value investing in the Canadian market (35:08) How Kim thinks about sizing positions and risk management (39:17) The three main reasons to exit (41:13) Why this down market is unique (45:03) The Canadian market opportunity which has opened up (47:30) Analyzing the current crisis from the perspectives of big tech and energy (49:04) The problem with over-anticipating the next move in the market (50:09) Why you need to understand financial history (51:18) Getting curious about what happens when value underperforms growth (52:56) Why Kim thinks this is one of the best times to buy value (56:47) The tricky balance between the success of passive investing and the need for active managers (58:54) And much more!   Mentioned in this Episode: Kim Shannon’s Book | The Value Proposition: Sionna's Common Sense Path to Investment Success Sionna Investment Managers Variant Perspectives Sionna Article | Waiting For   Thanks for Listening! Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at valueinvesting@gsb.columbia.edu. Follow the Heilbrunn Center on social media on Instagram, LinkedIn, and more!

In episode 153 we welcome Kim Shannon. Kim begins with a discussion of human nature and her value investing framework. She covers the importance of using discipline, the characteristics she and her team look for, the question of value’s efficacy, and the opportunity going forward for value to show its might. Meb then asks where she’s seeing value right now. Kim talks about Canada and it’s valuation relative to other markets, and that a number of investors are interested in the concept of concentrated investment portfolios. She then gets into potential overvaluation in pockets of the Canadian housing market. The conversation then shifts with Meb asking about Kim’s event in Omaha this year around the 2019 Berkshire Hathaway meeting, the Variant Perspectives Value Investing Conference, to raise awareness about the gender bias gap in the investment sector. All this and more in episode 153.

New Predictions for a Financial World in Flux

New Predictions for a Financial World in Flux

Ah, Leah! Mike Leah in controversy after he wins WPT Fallsview through heads up chip-dumping agreement. Anna Khait victim of scary extortion scam call, told her father was kidnapped. Stations Casino ordered to pay bad beat jackpot after attempting to screw players out of it. Louisiana bad beat jackpot nullified after it was found to be rigged by dealer & player. Doug Polk/Daniel Negreanu feud heats up. Serial killer on the loose in Las Vegas. Doyle Brunson claims Black Friday killed $230 million deal for his poker site. Update from 2014: Kim Shannon in nasty child custody battle. Harrah's New Orleans poker room screwing players who also play in casino out of future comps. MGM to open another resort in Macau. Sportsbetting legality situation will delay online poker in California at least until 2019. Fontainebleu Las Vegas now has an opening date, with new name. Co-hosted by khalwat and tradershky.

Ah, Leah! Mike Leah in controversy after he wins WPT Fallsview through heads up chip-dumping agreement. Anna Khait victim of scary extortion scam call, told her father was kidnapped. Stations Casino ordered to pay bad beat jackpot after attempting to screw players out of it. Louisiana bad beat jackpot nullified after it was found to be rigged by dealer & player. Doug Polk/Daniel Negreanu feud heats up. Serial killer on the loose in Las Vegas. Doyle Brunson claims Black Friday killed $230 million deal for his poker site. Update from 2014: Kim Shannon in nasty child custody battle. Harrah's New Orleans poker room screwing players who also play in casino out of future comps. MGM to open another resort in Macau. Sportsbetting legality situation will delay online poker in California at least until 2019. Fontainebleu Las Vegas now has an opening date, with new name. Co-hosted by khalwat and tradershky.

My guest today is well-known Canadian portfolio manager, Kim Shannon. Kim is President and Co-Chief Investment Officer at Sionna Investment Managers, a Toronto based firm that she founded 2002. Prior to founding Sionna, she was Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. She is on the board of the Canadian Coalition for Good Governance, the Accounting Standards Oversight Committee and the CFA Institute's Financial Analysts Seminar. She is also a past President of the Toronto CFA Society. She has previously been awarded the Morningstar Fund Manager of the Year award, the RBC Canadian Woman Entrepreneur Award, and the Women’s Executive Network’s, Canada’s Most Powerful Women Top 100 Award. Today we’ll talk to Kim about the catalyst for creating Sionna, her investment philosophy, and the value of ongoing financial advice. We’ll also talk about Toronto as Canada’s Financial Capital and we’ll get her thoughts on women within the financial services sector past/present/and future. Please remember to take 5 seconds to leave a rating on iTunes. Comments are welcome also. Previous episodes can be found on iTunes, Stitcher, Google Play Music, or else at our website, http://thisismytoronto.com. Thanks for listening!!

In episode #254, Kim Shannon, CFA, president and chief investment officer at Sionna Investment Managers and an experienced value investor, discusses the lessons she learned in starting her own asset management firm, as well as the need for greater gender diversity in corporate governance. Shannon also shares insights on the discipline of value investing and the principal challenges facing investors today.  

Druff gives his opinion on the controversy regarding Daniel Colman and Oliver Busquet wearing anti-Israel/pro-Palestine shirts at the EPT Final Table. Kim Shannon comes on the show to give her side of the story with the Amanda Musumeci accuastions against her. Why is Jennicide hospitalized for 8-10 weeks? State legislatures get together to oppose possible national ban on online poker. California online poker legalization effort to return in early 2015. 888.com to come to Nevada in 4-6 months, will share player pool with WSOP.com, and their CEO thinks Pokerstars needs to wait 2 years before entering legalized US market. Druff talks a bit about earthquakes in California. MGM slot machine hits jackpot for the first time since 1994. Man accused of being part of Caesar's Palace sportsbetting ring released to custody of... Tom Dwan?! Editorial: Avoid blaming scam victims for their predicament.

Druff gives his opinion on the controversy regarding Daniel Colman and Oliver Busquet wearing anti-Israel/pro-Palestine shirts at the EPT Final Table. Kim Shannon comes on the show to give her side of the story with the Amanda Musumeci accuastions against her. Why is Jennicide hospitalized for 8-10 weeks? State legislatures get together to oppose possible national ban on online poker. California online poker legalization effort to return in early 2015. 888.com to come to Nevada in 4-6 months, will share player pool with WSOP.com, and their CEO thinks Pokerstars needs to wait 2 years before entering legalized US market. Druff talks a bit about earthquakes in California. MGM slot machine hits jackpot for the first time since 1994. Man accused of being part of Caesar's Palace sportsbetting ring released to custody of... Tom Dwan?! Editorial: Avoid blaming scam victims for their predicament.

Pokerstars to offer sportsbetting and casino games within the coming year, but is that a good thing for poker players? Druff discusses his recent communications with Kim Shannon. Coinbase is cracking down on bitcoin gambling. Noah Boeken accuses Daniel "Jungleman" Cates of hiring a hitman to collect debts from an unknown player. Brandon "Drexel" Gerson affected by weird Giants/Cubs protest makeup game. Armored truck drops bag of $20,000 cash belonging to Revel onto street. Allen Kessler is unhappy about the new "Quantum Rebuy" format at WPT Legends of Poker. onestep announces he will be headed west for two weeks, and hits up Druff for food. Rawwolf calls in to tell a strange story about a Birmingham poker game where someone got shot. Brian from Chicago asks Druff's opinion about adding to a stack in a capped NL game. Druff insists that writing letters to companies for customer service issues is the wrong way to go.

Pokerstars to offer sportsbetting and casino games within the coming year, but is that a good thing for poker players? Druff discusses his recent communications with Kim Shannon. Coinbase is cracking down on bitcoin gambling. Noah Boeken accuses Daniel "Jungleman" Cates of hiring a hitman to collect debts from an unknown player. Brandon "Drexel" Gerson affected by weird Giants/Cubs protest makeup game. Armored truck drops bag of $20,000 cash belonging to Revel onto street. Allen Kessler is unhappy about the new "Quantum Rebuy" format at WPT Legends of Poker. onestep announces he will be headed west for two weeks, and hits up Druff for food. Rawwolf calls in to tell a strange story about a Birmingham poker game where someone got shot. Brian from Chicago asks Druff's opinion about adding to a stack in a capped NL game. Druff insists that writing letters to companies for customer service issues is the wrong way to go.

Druff discusses the terrible fearmongering article about online poker in Newsweek. California will not have legalized online poker until at least 2016. Amanda Musumeci and Kim Shannon are in a poker catfight, but who is right? Shady California tribe claims its "PrivateTable" poker site will accept real money in late August. Phil Ivey's Asian female baccarat accomplice sues Foxwoods. One Drop winner Daniel Colman gets self-righteous and hypocriticagain, in response to commentary about him on ESPN broadcast. Did 888.com really steal from Kevin MacPhee? Odds released on WSOP Main Event final table. Gear Poker drops off of Equity Poker Network. Bet365 runs shady promotion, taken to court by Aussie authorities. Eight arrested in Caesar's Atlantic City robbery investigation. Editorial: Poker isn't an evil game.

Druff discusses the terrible fearmongering article about online poker in Newsweek. California will not have legalized online poker until at least 2016. Amanda Musumeci and Kim Shannon are in a poker catfight, but who is right? Shady California tribe claims its "PrivateTable" poker site will accept real money in late August. Phil Ivey's Asian female baccarat accomplice sues Foxwoods. One Drop winner Daniel Colman gets self-righteous and hypocriticagain, in response to commentary about him on ESPN broadcast. Did 888.com really steal from Kevin MacPhee? Odds released on WSOP Main Event final table. Gear Poker drops off of Equity Poker Network. Bet365 runs shady promotion, taken to court by Aussie authorities. Eight arrested in Caesar's Atlantic City robbery investigation. Editorial: Poker isn't an evil game.

My guest today is Kim Shannon of “Good Girl’s Anonymous”. Kim’s mother raised her to be good in every way…well mannered, moral, pleasant and right in every circumstance. Sound a little tough to live up to?Absolutely it is. That’s why Kim created GoodGirlsAnonymous.com where she helps women to leave their internal programming for perfection which creates “the Inner Critic” that … Read more about this episode...

Are you a good girl? Always trying to please? Putting others first in front of your happiness? Ever wonder how that might be affecting your dating life? Welcome to the show Kim Shannon, a speaker, author and founder of Good Girls Anonymous – a complementary coaching program helping women achieve freedom, power, and fulfillment. Tune […] The post The Naked Truth About Dating – The Good Girl appeared first on WebTalkRadio.net.