Podcasts about Legg Mason

Story of the Week (DR):UnitedHealth Group CEO Andrew Witty steps down for 'personal reasons' MM DRUnitedHealth Under Investigation: UnitedHealth Group is facing a criminal probe by the U.S. Department of Justice for potential Medicare fraud related to its Medicare Advantage program. The company is also dealing with a civil fraud investigation and has suspended its 2025 financial forecast amid rising medical costs. CEO Andrew Witty resigned unexpectedly this week.Steve will receive a golden hello again consisting of a one-time $60M option award. While the company claims there will be no additional annual equity awards during the first three years of Steve's employment, there are no performance hurdles tied to this award meaning Steve could make a boatload of cash even if the stock market goes up independent of his work as CEO.A Kohl's board member resigned because she was 'continually disappointed' by governance and a lack of transparency MM DRKohl's Director and Compensation Committee Chair Christine Day resigned from the board on May 5, 2025.Kohl's initially claimed: “Ms. Day's decision [to resign] was not due to any disagreements with the Company on any matter relating to the Company's operations, policies or practices.”Day later sent an email (included in SEC filing) saying:I want to stress my concern that this is an inappropriate way to handle this. All shareholders deserve the same access to the same information. [ . . .] and for us to not respond to ISS is not good governance. In the 8K filing, for my departure, it would not be accurate to say I have no disagreements with the board. Unfortunately I have been continually disappointed with the level of governance process. The 8k needs to reflect this.”In another email she called out Board Chair Michael Bender: “There is no delegation to committees or chairs, Michael “handles” everything, maybe speaks to one person or 2, then “tells” everyone what the decision is. Some people know more than others leading to board members feeling alienated, out of the loop, and worse—developing a culture where real discussions rarely occur.”In a meeting held yesterday (may 14), only 5% of Kohls shareholders said NO to Board Chair Michael Bender while 45% said NO on Pay while average director support was 92% YESJohn Tyson joins Tyson Foods Inc. board, 9 months after criminal charges led him to step down as CFO MM DRDespite being part of the controlling family, The Tyson children will be paid $315,000 annually like all other non-employee directors.FedEx board member David Steiner to lead US Postal ServiceLD since 2009; CEO Waste Management; $15M in sharesGoodliest of the Week (MM/DR):DR: Boulder's landmark lawsuit against Suncor, Exxon can proceed, Colorado Supreme Court rulesMM: NLPC Urges Exxon Mobil Shareholders To Vote Against Election Of CEO Darren Woods For Board On Exxon Mobil's 2025 Proxy Ballot DR MMThey are running a vote no campaign on Darren Woods… for being too woke! After suing his own shareholder who wanted him to be woke!Assholiest of the Week (MM):NasdaqNasdaq Supports Texas Senate Bill 29, Strengthening Corporate Governance and Business Growth in the State DREd Knight of Nasdaq says: “Senate Bill 29 is a milestone for corporate governance in Texas. By embracing smart, innovation-focused regulation like SB 29, Texas is showing the world what it means to lead on economic growth and modern, clear governance principles,” said Ed Knight, Executive Vice Chairman of Nasdaq. “We commend Senator Bryan Hughes, Representative Morgan Meyer, and Governor Greg Abbott for advancing legislation that strengthens Texas' position as a global center for capital formation.”The major features include a Musk “board independence” rule that allows an evidentiary hearing by a court to say a committee overseeing a transaction is “independent”, then they can exclude any lawsuits or challenges to the committee findings/approval - say, on something like a massive pay package - without the ability of a shareholder to get recourseThey also can refuse books and records if they THINK you might sue them, and they only allow derivative lawsuits for groups with 3% or more of the sharesEd Knight biography: A Texas native, Knight received his Bachelor of Arts, with honors, in Latin American Studies from the University of Texas at Austin and his Juris Doctorate from the University of Texas School of Law.Stewardship teamsHarley-Davidson Leaders Survive Proxy FightThe company didn't reveal the preliminary vote total during its shareholder meeting. About 48% of shares voted withheld support from Zeitz, while about 40% withheld support from directors Thomas Linebarger and Sara Levinson, two people familiar with the tally said.Harley's bylaws require directors to resign if more than 50% of shares voted withhold support.Seriously investors? Seriously? Levinson has been a director since Clinton's FIRST TERM - AND SHE HAS A CHECKMARK FOR INDEPENDENT. 30 years isn't too much for you investors? 30? For an ex NFL and MTV executive at a company that makes motorcycles? If you're anti-woke, isn't this an easy vote out?? Not even for her woman-ness, but for the fact that she has literally nothing to do with making motorcycles? She started a women-focused dot com media company called “Club Mom”!If Blackrock and Vanguard voted to support Harley directors, they truly do not care - and ISS's fuckwit half-assed non-assessment is what's driving investors to do-nothingness. And I know ISS is listening, we've been told they don't like our criticism - tough shit, your assessments are feckless bullshit nothingburger with no real backing, and pension funds are starting to notice you give them a whole lot of puffery for 200k a yearIn other news… BlackRock wins 67% support for pay as CEO Fink assures on global economyEach of its 18 director nominees were easily elected with average support over 98%.Press ReleasesLumen Technologies Appoints Michelle J. Goldberg and Steve McMillan to Board, Strengthening Company's AI and Digital StrategyBecause no one cares, no one reads the bios to determine if, at least on paper, the headline matches the humans - “strengthening company's AI and digital strategy”Michelle J. Goldberg brings over 20 years of experience in early-stage technology, finance, and board governance. She served as a Partner at venture capital firm Ignition Partners and currently sits on the boards of both Bakkt Holdings and Ally Financial, previously having held board roles at Legg Mason, Taubman Centers, and Plum Creek Timber. Her expertise and guidance in early-stage technology startups has helped scale businesses through critical phases of innovation and expansion. Michelle holds a BA from Columbia University and an MA from Harvard University.Steve McMillan is a seasoned executive in global enterprise technology strategy, data analytics and big data. Since 2020, he has served as President and CEO of Teradata Corporation. His previous leadership roles at F5, Oracle, and IBM specialized in security, cloud management, and managed services—making him a key voice in modernizing technology platforms for customer success. Steve earned a First-Class Honours degree in Management and Computer Science from Aston University in Birmingham, England.So… not AI or digital strategy experts?Headliniest of the WeekDR: Elon Musk says everyone will want their 'personal robot' — but warns of 'Terminator'-style risksDR: Elon Musk's AI says it was ‘instructed by my creators at xAI' to accept the narrative of ‘white genocide' in South AfricaMM: Women contribute less to climate-heating emissions than men, study finds - this explains the anti woke movement, the atmosphere is super woke MM: Elon Musk's pro-Trump PAC failed to pay swing state petition signers, new suit allegesWho Won the Week?DR: Olivia Tyson, for being the nepobaby nobody notices (when standing next to John R. Tyson)MM: The A in AI, since Elon has proven that you really don't need the “intelligence” part.PredictionsDR: After Disney CEO Bob Iger hears me on The Responsible Investor Podcast with Gina Gambetta he sends a cease and desist letter forcing me off all podcasts until 1001 years of the next popeMM: Exxon sues the NLPC for its exempt solicitation, and no one knows who to root for.

Channing Hamlet, Managing Director and Co-Founder of Objective, Investment Banking & Valuation, joins Amanda Ma, CEO & Founder of Innovate Marketing Group, to discuss the rising "flight to quality" in the event industry. Learn how consolidation is transforming the landscape — and how event businesses can adapt, scale, and thrive in a shifting market.About the guest:Channing Hamlet is the Managing Director and Co-Founder of Objective, Investment Banking & Valuation. He leads the firm's Business Services & Life Sciences Practice. With over 25 years of experience in investment banking and business valuation, Channing brings deep expertise and strategic insight to Objective's clients. His recent notable transactions include the sale of 360 Destination Management to H.I.G. Capital and Supreme to Trinity Hunt Partners. An active member of the Los Angeles advisor community, Channing has served on the boards of the Exit Planning Institute, ACG LA, and EO LA. He is also passionate about philanthropy, particularly through his involvement with Reality Changers.  Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Director at Vistage; Principal at LLR Partners, a $260 million private-equity firm; and member of Legg Mason's Investment Banking group. He has a Master's Degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Connect with Channing Hamlet on LinkedIn hereRead about the sale of 360 Destination Management Group hereDownload the The Introspective CEO's Guide to Selling a Business, a high-level workbook covering key considerations for those contemplating a sale here.Objective, Investment Banking & Valuation is a leading firm serving middle market companies across key industries including Business Services, Consumer, Healthcare Tech, Life Sciences, Manufacturing, and Technology. We offer M&A advisory through our investment banking group and a full suite of valuation services for tax, financial reporting, and strategic planning. Since 2006, our team has completed over 500 M&A deals and thousands of valuations. Learn more at objectiveibv.comThis podcast episode is for informational purposes only and does not constitute investment, legal, or tax advice. Securities offered through BA Securities, LLC, Member FINRA, SIPC. Objective and BA Securities, LLC are separate, unaffiliated entities.EventUp is brought to you by Innovate Marketing Group. An award-winning Corporate Event and Experiential Marketing Agency based in Los Angeles, California. Creating Nationwide Immersive Event Experiences to help brands connect with people. To learn more, click here⁠⁠.Follow us!Find us on ⁠⁠LinkedIn, ⁠⁠⁠⁠EventUp Podcast LinkedIn⁠⁠ , and ⁠⁠Instagram

Since founding ICR in 1998, Tom and his senior team have grown the firm into one of the largest, most respected and most impactful agencies in the world. He has studied public companies, their value creation initiatives and communications strategies for over 30 years and has used his experience as a former sell-side analyst/investment banker to advise hundreds of high-profile companies spanning numerous industries. This includes Abbott, Keurig Green Mountain, Chipotle, Wendy's, Texas Roadhouse, and Legg Mason to name a few.   As a true partner to corporate clients, Tom's advice is solely geared toward building and preserving C-Suite credibility and reputation, which is a key driver of valuation and capital costs. This, in turn, leads to his clients becoming the employer of choice, the logical exit for companies looking to sell, and other untold opportunities for reinvestment and capital deployment.   Interviewed by Kate Doerge.

Episode 076: This week, Kyle Van Pelt talks with Jeremy Nelson, President at Element Wealth. Jeremy shares his journey from discovering investing as a 10-year-old in Canada to building Mississippi's fastest-growing RIA. Jeremy discusses merging with Ross and Yerger, prioritizing culture and client relationships, and leveraging technology for growth. He explores AI's potential to enhance advisory efficiency while maintaining human-centered service. From integrating new team members to fostering client trust, Jeremy highlights the importance of leadership, transparency, and personal connections in driving success.  In this episode: (00:00) - Intro (00:57) - Jeremy's Money Moment (02:38) - Early career and internship experience (04:27) - Client retention and referrals (06:27) - Merging with Ross and Yerger (10:09) - Maintaining company culture (16:25) - The role of technology in business growth (21:38) - Future trends: AI in the RIA industry (28:37) - Milemarker Minute Key Takeaways Prioritize Culture and Client Relationships: Building a strong organizational culture and fostering deep client relationships are fundamental to sustainable growth in financial advising. Embrace Technology and AI: Leveraging technology, including AI, can enhance efficiency and client service, but it's crucial to maintain a human-first approach to preserve personal connections. Navigate Mergers with Transparency: When merging firms, clear communication and transparency are vital to integrate teams effectively and maintain trust with clients. Invest in Leadership Development: Developing leadership skills within the team ensures adaptability and resilience, enabling the firm to navigate industry changes successfully. Balance Innovation with Personalization: While adopting new technologies is important, ensuring that client interactions remain personalized and human-centric is key to differentiating your advisory services. Quotes “I think AI is going to become a massive productivity tool that we're going to be able to leverage and we're just scratching the surface.” ~ Jeremy Nelson “ The only way to be efficient is technology, right? And by putting that at the center of our business, operationally, it enables us to handle more and more clients.” ~ Jeremy Nelson “When you do a good job with your clients—when you connect with them on a personal basis, when you understand where they are in life, what they're trying to achieve— you're working together in a partnership. They're going to be really willing to refer you because they like you.” ~ Jeremy Nelson Links  Jeremy on LinkedIn: https://www.linkedin.com/in/jeremy-my-element-wealth/  Element Wealth: https://myelementwealth.com/ Legg Mason: https://en.wikipedia.org/wiki/Legg_Mason Nintendo: https://www.nintendo.com/  Ross and Yerger: https://www.rossandyerger.com/  Juli-Ann Marquette: https://www.linkedin.com/in/juli-ann-my-element-wealth/ Principles for Dealing with the Changing World Order by Ray Dalio: https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276 The Psychology of Money by Morgan Housel: https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681  Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

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  

In this insightful episode of the Rainmaker Podcast, host Dan DiDomenico sits down with Shane Clifford, the Managing Director and Head of Global Wealth at Carlyle, to explore the intricacies of leading a global wealth business in the evolving financial landscape. The episode begins with an introduction to the podcast's mission—providing listeners with invaluable sales strategies from top industry executives—and a brief introduction to Dakota Marketplace, a comprehensive institutional and intermediary database designed for fundraisers.Shane Clifford, who brings over two decades of experience in the industry, shares his journey from his beginnings in Limerick, Ireland, to his current role at Carlyle. He details his career path, which includes significant stints at Merrill Lynch, BlackRock, Legg Mason, and Franklin Templeton, highlighting how each experience shaped his approach to business development and strategy, particularly in the alternative assets and financial services sectors.The conversation delves into Carlyle's current strategic focus under CEO Harvey Schwartz, emphasizing three primary areas: insurance, credit, and wealth. Clifford elaborates on Carlyle's transition from episodic fundraising to a more perpetual, evergreen vehicle approach, discussing the complexities and opportunities this shift presents. He also reflects on his leadership style, emphasizing the importance of personal connections and in-person interactions in building a cohesive and motivated team.Clifford provides practical advice on managing a global team, noting the challenges of differing market structures and the necessity of a robust CRM system. He stresses the importance of understanding team members' personal and professional motivations to foster a supportive and effective work environment. His leadership philosophy centers on empowering his team and ensuring authenticity in all interactions, particularly with clients.The episode also addresses the broader industry challenges, such as the low allocation to alternative investments in the U.S. compared to international markets, and the need for continuous education and adaptation in an ever-changing financial landscape. Clifford advocates for a hands-on approach, spending significant time on the road to connect with team members and clients, and highlights the value of hard work and dedication in distinguishing oneself in the industry.For aspiring professionals, Clifford advises focusing on work ethic and being present in the office to build relationships and gain mentorship. He underscores the importance of activity and engagement in sales roles, encouraging listeners to go the extra mile in their efforts.The episode concludes with Clifford's reflections on the future of Carlyle and the importance of surrounding oneself with a knowledgeable and diverse team. He shares his enthusiasm for his role and the firm, emphasizing the alignment between personal passion and professional success.

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason. Michael has been an Adjust Professor at Columbia Business School for 24 years. Our conversation covers Michael's early career, the paradox of skill, academic research more favorable to active management, decision-making, optimal size and composition of teams, unsettling features in the market, data analysis in sports, career risk, the Santa Fe Institute, and Michael's new research on the horizon. Every time I speak to Michael I come away thinking better and feeling smarter, and this time was no exception.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

We recently hosted a group of global institutional clients from 23 different countries for an educational event in our San Mateo headquarters. This feature episode is a panel discussion that Tony moderated with Brooks Ritchey, chairman of K2 Advisors, and Peter Blue, head of Alternative Solutions at Franklin Templeton Investment Solutions. We hope you enjoy this special edition of our podcast series. *********       Brooks Ritchey joined K2 Advisors (a hedged strategies division of Franklin Templeton) in 2005 and is currently a Portfolio Manager and Chairman. He is also a voting member of the K2 Investment Committee. Prior responsibilities at K2 include Co-Chief Investment Officer, Co-Head of Investment Research & Management, and Head of Portfolio Construction. Mr. Ritchey works with clients and investment management teams to analyze market and macroeconomic conditions, help determine asset allocation tilts, and manage absolute return and multi-asset hedged portfolios. Mr. Ritchey began his investment career in 1982 as a proprietary trader for the NYSE Specialist Firm of Conklin, Cahill & Co. Since 1987, Mr. Ritchey has successfully managed multi-asset mutual fund and hedge fund portfolios for institutional and registered portfolios while located in New York and Paris. Prior employers include Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING/Barings. Mr. Ritchey graduated from Franklin & Marshall College in 1982 with a B.A. in Business Administration and is Series 3 NFA registered. Peter Blue is the Head of Alternatives Solutions for Franklin Templeton Investment Solutions. He is responsible for the development and implementation of multi-asset alternatives capabilities for the Solutions team.  Most recently, he was a client portfolio manager, also for Franklin Templeton Investment Solutions. Mr. Blue focuses on designing, managing, and maintaining multi-asset investment solutions for institutional clients in the Americas. Prior to joining Franklin Templeton, Mr. Blue was an investment analyst at QS Investors, a quantitative multi-asset and equity manager, where he was responsible for leveraging the breadth of QS' capabilities in the creation of new and custom investment solutions. QS Investors combined with Franklin Templeton Multi-Asset Solutions in October 2020 to create Franklin Templeton Investment Solutions. Before QS Investors in 2019, Mr. Blue was an alternatives product specialist at Legg Mason. Previously, he held product development, business development, and investment analyst roles with Guggenheim Partners, AlphaMetrix and Cambridge Associates, respectively. Mr. Blue holds a Bachelor of Science degree in business administration from Washington & Lee University, where he graduated magna cum laude. He also holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM) designations. Mr. Blue is a member of the CFA Society New York and the Global Association of Risk Professionals (GARP).

On a special 500th-episode edition of Masters in Business, Bloomberg Radio host Barry Ritholtz speaks with Jenny Johnson, the president and chief executive officer of Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions, including investment management, distribution, technology, operations and high-net-worth, before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, with the combined organization managing more than $1.5 trillion globally. Among many other accolades, she has been named to Barron's list of the 100 most influential women in US finance for three consecutive years, most recently in 2022. See omnystudio.com/listener for privacy information.

John Larkin and Joe Lynch discuss the FreightTech investment environment. John is Strategic Advisor of Transportation & Logistics at Clarendon Capital, a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. About John Larkin, CFA John Larkin, CFA is a Strategic Advisor to Clarendon Capital. John Larkin was named an Operating Partner at Clarendon Capital in May of 2019. In April of 2021, Mr. Larkin became Strategic Advisor at Clarendon, and was named Chair of the firm's Advisory Board. His mission is to help craft the firm's growth strategy while assisting with deal sourcing, capital raising, and the creation of value within portfolio companies. Clarendon remains 100% focused on the transportation & logistics industry, broadly defined. Previously, Mr. Larkin joined Legg Mason (later sold to Stifel, Nicolaus & Company, Inc.) in October 2001 to form and to lead the firm's entry into the transportation markets. For 17 years, Mr. Larkin headed up Stifel's transportation and logistics research effort. In January of 2018, Mr. Larkin transitioned from Stifel's Research Department to Stifel's Investment Banking team. While in Investment Banking, Mr. Larkin advised numerous publicly traded and privately held transportation and logistics companies as well as many financial sponsors with investments in the transportation and logistics space. Over the years, Mr. Larkin has been recognized as an all-star analyst by Institutional Investor magazine numerous times, a Wall Street Journal All-Star analyst on several occasions, and has been awarded multiple Starmine stock picking and earnings estimate accuracy awards. Previously, Mr. Larkin has served as: Chairman and CEO of RailWorks Corporation, Managing Director with Alex. Brown and Sons' transportation team, AVP - Planning and Analysis at CSX Transportation, Inc., Systems Engineering Consultant with Day & Zimmermann, Inc., and a Research Associate at the Center for Transportation Research (at the University of Texas at Austin). Mr. Larkin earned his MBA from Harvard University in 1984, a Master of Science degree in Civil Engineering from the University of Texas at Austin in 1978, and a Bachelor of Science degree in Civil Engineering from the University of Vermont in 1977. Mr. Larkin is a CFA charter holder. In addition, he is Vice Chairman of Crown Diesel, and a member of The Board of Directors for CRST International, eNow Energy, Cub Ventures (CDLife), Novapath Supply Chain Systems & Rygen Technologies, and Phoenix Intermodal. He also serves on the Boards of Advisors for Freightwaves, Haul, LoadSmart, DFMData, Baton, On-ramp Payments, Leaf Logistics, Truckl.io, and LineHaul Station. Additionally, Mr. Larkin is an Advisor to Bakken Energy and Hoptek and is a member of Aurora's Industry Advisory Council. Mr. Larkin is married and is the proud father of four adult children (Conor, Clifford, Casey, and Sarah Alexandra). He resides, with his wife of 38 years, Nancy, in Dallas, TX, Baltimore, MD, and Saranac Lake, NY, and on Water Island, USVI. About Clarendon Capital Clarendon Group is private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. Their principals possess unique resources, expertise, and partnership networks to add value to companies and execute transactions. The team collectively has over 75 years of industry experience as principal investors, board members, senior operators, management consultants and investment bankers. The principals have engaged on over 60 investments and assignments in the sector, working with their partners and clients to achieve agreed upon objectives. Key Takeaways: FreightTech Investment Environment John Larkin, CFA is a Strategic Advisor at Clarendon Capital and to a number of transportation and logistics companies. John shares his insights on a variety of topics including: The venture capital market that was red hot, but has cooled off How long the freight downturn will last What investors are looking for in FreightTech space Clarendon Capital is focused on partnering with investors, owners and management teams to build quantifiable value in their business over a mutually agreed timeframe. Clarendon's engagements and investments have spanned from several months to over a decade. Their  capabilities in the transportation and logistics industry give them a perspective necessary to substantially add value to the organization. Clarendon invests in opportunities connected to the transportation, logistics, and distribution market space. The firm invests in companies with enterprise values up to $500 million and revenues up to $1.0 billion. Clarendon invests across the capital structure, including majority and minority investments. The firm is flexible on its hold periods, tailoring its approach to the specific circumstances of each investment. Clarendon invests in a variety of transactions, including growth capital investments, recapitalizations, management buyouts, corporate carve-outs, and shareholder buyouts. The firm seeks to make investments where its capital, expertise, and network can create real value-add and improve investment returns. Clarendon has a track record of successful investments in companies with industry-leading positions and solid potential for considerable value creation. Learn More About FreightTech Investment Environment John's LinkedIn Clarendon Capital LinkedIn Clarendon Capital Logistics Industry Outlook with John Larkin Episode Sponsor: Wreaths Across America Wreaths Across America Radio - Wreaths Across America Episode Sponsor: Lean Solutions Group Outsourced Sales and Marketing with Ryan Mann The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

On a special 500th-episode edition of Masters in Business, Bloomberg Radio host Barry Ritholtz speaks with Jenny Johnson, the president and chief executive officer of Franklin Templeton. Johnson joined the firm in 1988 and held leadership roles in all its major divisions, including investment management, distribution, technology, operations and high-net-worth, before becoming CEO in February 2020. She also led the historic acquisition of Legg Mason in 2020, with the combined organization managing more than $1.5 trillion globally. Among many other accolades, she has been named to Barron's list of the 100 most influential women in US finance for three consecutive years, most recently in 2022.See omnystudio.com/listener for privacy information.

Benji Baer is the Chief Marketing Officer at CBRE, a global leader in commercial real estate services. She is a senior executive with extensive experience in brand strategy, strategic marketing, and business planning. Benji's previous positions have spanned  J.P. Morgan, Legg Mason, and AllianceBernstein. Over her long career, she has become a globally-recognized marketing innovator focused on driving transformation in complex business environments. In this episode… Some people appear to be natural-born leaders, and others struggle in leadership positions. What characteristics, values, and attitudes make for an influential leader? Benji Baer's upbringing and the core values she was taught led her to where she is today. With over three decades of experience in senior-level and executive positions, she's established herself as a transformative, innovative leader in the business world. Her focus as the Chief Marketing Officer has allowed Benji to use her unique leadership abilities to stimulate a growth strategy for CBRE in three central areas: company profile, profit, and pride. Using her experiences in large, complex business environments, she brings teams together and breaks down traditional silos to cultivate new business growth opportunities. As a marketing pioneer, there are many takeaways and lessons we can learn through Benji's career trajectory. In this episode of Next Wave Leadership, Dov Pollack talks with Benji Baer, the Chief Marketing Officer at CBRE, to discuss leadership and how she views life. They break down her upbringing and some of the essential lessons she learned. They also talk about empathy, building the right team, how to foster a culture of trust, and what the future holds for Benji's career.

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts. What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success. With that in mind, welcome to episode thirty-three, which is with the hugely talent Fatima Iu a fund manager on the Polar Capital Technology Fund, Polar Capital Technology Trust and Polar Capital Automation and Artificial Intelligence Fund Fatima, read Chemistry at Imperial College London, with particular interest/focus on medical applications such as diagnostics. Where she attained a Masters in medicinal chemistry. After which went into Accountancy, as a good way to learn some basics on business and finance, whilst also gaining the opportunity to work with an interesting mix of clients – from metals and futures trading to investment banking. This is also where she first learned about investing – through clients such as LCF Rothschild, EBRD and Soros Quantum Fund. From there Fatima move on with a job as a junior associate at Citigroup Asset Management. Looking at mostly European consumer staples and discretionary, learned about modelling, working out what questions to ask companies and leaders. Fatima started doing my Chartered Financial Analyst (CFA) certification at the same time to support her transition into fund management. Unfortunately, during her tenure at Citigroup, the division she worked in was sold to Legg Mason in the US. As fate would have it Polar Capital' Lead Manager, Ben Rogoff who heads up the Technology franchise at Polar together with Nick Evans, was looking for a junior to join the team, “someone who knows a bit of the basics, who was interested and willing to learn”, and Fatima fitted the bill. Fatima Iu joined Polar Capital in April 2006 and now has 17 years' industry experience. Fatima is a fund manager within the Polar Capital Global Technology Team she is responsible for the coverage of European Technology, Global Security, Networking, Clean Energy and Medical Technology. She is also a CFA Charterholder. In this Investing Matters interview, Fatima a brief overview of Polar Capital, its sheer scale, some of its functions and services, her various specialist roles a Fund Manager with the Polar Capital Global Technology team and its 3 products. Fatima imparts aspects of Polar' analytical methodology and process undertaken when selecting investments, including tech behemoths Apple, Microsoft, Alphabet, clean technology, the power of Artificial Intelligence, ESG and much more. We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

Today on the Alt Goes Mainstream podcast, we have the third podcast in a special three part series with some of the titans in the alts world.We are partnering with CAIA, the leading global professional body in alternative investment credentialing programs, for a very special episode that dovetails with the release of their latest report on Renewed Professionalism and creating client centered outcomes for the Portfolio of the Future.We are lucky enough to have Jenny Johnson, the CEO of Franklin Templeton, one of the world's largest asset managers with over $1.5T AUM spread across a number of specialist managers.Jenny and I had a fascinating conversation:  About the evolution of the asset management industry. How companies can be considered nation-states. How to distribute alternatives to all investors in a responsible way, which is a particularly interesting perspective given that Franklin Templeton has over 25% of its $1.5T AUM in alternative assets. Why net of fees is the most important question in the fee question debate. Why now is a great time to be building in the crypto space (note: this episode was recorded prior to the recent crypto news). Jenny is the President and CEO of Franklin Templeton. She joined the firm in 1988 and held leadership roles in all major divisions of the business before becoming CEO in February 2020. She led the historic $6.5 billion acquisition of Legg Mason in 2020 and has been named to Barron's list of the 100 Most Influential Women in US Finance.Jenny has been instrumental in building Franklin Templeton into a firm that serves clients across asset classes and has over 25% of its $1.5T AUM in alternative assets. Jenny spearheaded Franklin Templeton's acquisitions in the alts space, including the $1.75B acquisition of secondaries PE firm Lexington Partners and private credit firm Alcentra.Jenny has managed to bring the past, present, and future together at Franklin Templeton, balancing being the third generation in the family to lead the business, helping the firm to maintain its culture through numerous acquisitions, while also looking to highly innovative corners of the investment world, like crypto and blockchain to keep Franklin Templeton ahead of the pack.Thanks Jenny for coming on the Alt Goes Mainstream Podcast to share your wisdom. It was a pleasure to have you on the show.

About Ledger Enterprise:Ledger Enterprise is the leading provider of technology solutions that empower organizations to participate in the digital value ecosystem securely and at scale. While creating massive opportunities, Web3 at scale presents compounded security, regulatory and operational challenges. Ledger Enterprise provides end-to-end hardware, firmware and software solutions together with industry expertise and support, to empower our clients to unlock these distributed networks opportunities. We are the B2B division of Ledger, a global leader in digital assets security, protecting 15% of global crypto value. The Ledger Enterprise Platform provides secure access to top distributed networks, offering secure governance to help scale treasury, DeFi, NFT and Token management capabilities for more than 70 innovative customers around the world.Learn more on https://enterprise.ledger.com/BIO:Joel Edgerton is Head of Americas - Enterprise at Ledger where he is responsible for overseeing clients' strategic growth in the United States, Canada, and Latin America.He is also a member of the Board of Directors of bitFlyer, the largest Japanese crypto exchange, where he was head of the US. He has over 20 years of experience in traditional finance and insurance through IBM, State Street, Citigroup, Legg Mason, and BNP Paribas.Powered by @dGenNetworkSponsored by @DraftKingsWebsite: https://dgen.network/Follow us on Twitter:dGEN Network: https://twitter.com/dGenNetworkTMC Twitter: https://twitter.com/TheMintCond​​​​Follow dGEN on all of our Social Media:Discord: https://discord.gg/8vbVZ8vDhrTikTok: https://tiktok.com/@dgennetwork?_t=8V...FB: https://www.facebook.com/DecentralizedGenerationNetwork/Support the show

Nu inför Bildts boksläpp så påminner vi oss om följande... Bildt är en kontroversiell figur som har suttit i styrelsen för Lundin Oil - en organisation som undersökts för påstådda brott mot de mänskliga rättigheterna i Sudan i slutet av 90-talet och början av 2000-talet. Två svenska undersökande journalister fängslades för terroristrelaterade brott medan de tittar på Lundins affärer i Etiopien i december 2011. Han var också en stor supporter av Maidan rörelsen som till slut störtade den demokratiskt valda regeringen av presidenten Viktor Janukovitj i Ukraina vilket orsakade rådande inbördeskrig i östra delen av landet. Efter att ha arbetat som EU: s högste representant i Bosnien på 90-talet, var Bildt en av tre personer som utsågs av den kontroversiella misantropen George Soros, i ett e-postmeddelande till Clinton, att vara en ledande EU medlare i Albanien under en period av oroligheter under 2011. För att till sist ej glömma bort hur han blev mångmiljonär på Irakkriget, då han satt i styrelsen för kapitalförvaltaren Legg Mason med stora ekonomiska intressen i den amerikanska krigsindustrin, samtidigt som han var lobbyist för amerikanska krigsintressen med kopplingar till vapentillverkaren Lockheed Martin. Varför ryssarna gett honom smeknamnet "den blodige svensken"? #CarlNorberg #DeFria De Fria är en folkrörelse som jobbar för demokrati genom en upplyst och medveten befolkning! Stöd oss: SWISH: 070 - 621 19 92 (mottagare Sofia S) PATREON: https://patreon.com/defria_se HEMSIDA: https://defria.se FACEBOOK: https://facebook.com/defria.se

Channing Hamlet is a Managing Director at Objective, Investment Banking & Valuation focused on leading the firm's business valuation practice and transaction execution for its investment banking business services practice.  Mr. Hamlet is a results-driven executive that has 25+ years of experience advising business owners on management issues, transaction execution and business valuation. He is able to draw on a diverse background that includes direct management experience as well as strategy consulting, private equity investing, investment banking and business appraisal experience to advise his clients.Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in growing its valuation practice from its inception to a national practice serving more than 700 clients in five years.  During this period, he was responsible for managing a team of approximately 25 professionals that conducted a variety of business valuation assignments including tax compliance (409a, estate and gift), fair value (ASC 820, ASC 350, ASC 805) as well as strategic advisory assignments.  His experience ranges from working with early stage companies on relatively simple stock option valuation assignments up to IPO stage companies with complex capitalization tables and significant scrutiny from Big 4 accounting firms and the SEC.Previously, he served as a Director at Vistage where he focused on business development, acquisitions and new business initiatives.  Prior to joining Vistage, Mr. Hamlet served on the investment team at LLR Partners, a $260 million private-equity firm which invested in and acquired 25 companies during his tenure.  Prior to LLR Partners he was a member of Legg Mason's Investment Banking group, where he focused on middle market M&A and corporate advisory assignments.Channing is very involved in the Los Angeles and San Diego business communities, and regularly appears as a panelist or speaker for multiple organizations including ACG, EPI, EO, CFO Leadership Council, Southern California Institute, and more. He has also been recognized many times for his excellence in investment banking. Most recently he was chosen as an Investment Banking Visionary for 2022 and for 2021 in the Banking and Finance Magazine created and published by the Los Angeles Times. He was also recognized this year by the Los Angeles Business Journal as a Leader of Influence: Investment Bankers 2020 and 2021.Mr. Hamlet has a master's degree in operations research and a bachelor of science in mechanical engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.finra.org) SIPC (www.sipc.org). Objective Capital Partners, LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.Connect with Channing https://objectivecp.com/https://www.linkedin.com/in/channinghamlet/

Why do some teams get results and others struggle? Often it's focus! Just consider if it's easy to get 10 things done or just one, yet so many leaders split their team's attention across too many projects. I host David Ross, Chief Strategy Officer at Ascent Global Logistics, who shares a powerful strategy to focus your team and entire business to generate big results. David also serves as Executive Vice President at Roadrunner, serves on the Board of Directors of Global Crossing Airlines, and serves as an Advisor to project44.   Prior to his current roles, Mr. Ross was Managing Director and Group Head of Stifel's Global Transportation & Logistics. During his 20-year sell-side analyst career, his awards included ranking #1 in stock picking multiple times in the Wall Street Journal's Best on the Street Analysts Survey and in Financial Times/StarMine America's Top Analysts report.  Before joining Stifel in 2005, he worked at Legg Mason, RailWorks, and Deutsche Banc Alex Brown. Mr. Ross received his undergraduate degree from Georgetown University.  In addition, he serves on the Ubuntu Council for the Charlize Theron Africa Outreach Project (CTAOP) and on the Board of Directors for The Fountainhead Residency and the Humane Society of Greater Miami.  ---- This episode is brought to you by Ascent Logistics Ascent Global Logistics enhances your business by keeping your global supply chain moving. They do it by moving with precision around the globe. Powered by its proprietary PEAK Technology marketplace and backed its own airline and dedicated truck fleet, Ascent expedites your shipments. Whether you are a Fortune 500 company or a small business, Ascent's logistics experts simplify your most complicated freight challenges. Ascent is your premier logistics partner. Learn how Ascent can solve your supply chain challenges by visiting https://ascentlogistics.com/ (ascentlogistics.com ) ----- LinkedIn Profile https://www.linkedin.com/in/david-ross-2709b3136/ (https://www.linkedin.com/in/david-ross-2709b3136/) Company Link: https://ascentlogistics.com/ (https://ascentlogistics.com/) What You'll Discover in this Episode: How passion for art informs his leadership approach. What he learned about leadership as a #1 stock picker on Wall Street. What really makes a company successful. The one thing that tells you if a company will underperform. His secret to identifying companies that are on the rise… that has nothing to do with a spreadsheet. Why you can benefit from disorder. How volatility can become your “friend”. Two questions to help your team become Anti-Fragile. ----- Connect with the Host, #1 bestselling author Ben Fanning https://www.benfanning.com/speaker/ (Speaking and Training inquires) https://followbenonyoutube.com (Subscribe to my Youtube channel) https://www.linkedin.com/in/benfanning/ (LinkedIn) https://www.instagram.com/benfanning1/ (Instagram) https://twitter.com/BenFanning1 (Twitter)

Today we are joined by M&A investment banker Channing Hamlet with Objective Capital Partners. He serves as an execution leader for the firm's M&A and Valuation Practice and leads the firm's Business Services Practice. He brings more than 25 years experiences with investment banking and business valuation. Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Principal at LLR Partners, a $260 million private equity firm; and member of Legg Mason's Investment Banking group. He has a master's degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. 

Logistics Industry Outlook with John Larkin John Larkin and Joe Lynch discuss the logistics industry outlook. John is Strategic Advisor of Transportation & Logistics at Clarendon Capital, a private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. About John Larkin, CFA John G. Larkin, CFA is a Strategic Advisor to Clarendon Capital. John Larkin was named an Operating Partner at Clarendon Capital in May of 2019. In April of 2021, Mr. Larkin became Strategic Advisor at Clarendon, and was named Chair of the firm's Advisory Board. His mission is to help craft the firm's growth strategy while assisting with deal sourcing, capital raising, and the creation of value within portfolio companies. Clarendon remains 100% focused on the transportation & logistics industry, broadly defined. Previously, Mr. Larkin joined Legg Mason (later sold to Stifel, Nicolaus & Company, Inc.) in October 2001 to form and to lead the firm's entry into the transportation markets. For 17 years, Mr. Larkin headed up Stifel's transportation and logistics research effort. In January of 2018, Mr. Larkin transitioned from Stifel's Research Department to Stifel's Investment Banking team. While in Investment Banking, Mr. Larkin advised numerous publicly traded and privately held transportation and logistics companies as well as many financial sponsors with investments in the transportation and logistics space. Over the years, Mr. Larkin has been recognized as an all-star analyst by Institutional Investor magazine numerous times, a Wall Street Journal All-Star analyst on several occasions, and has been awarded multiple Starmine stock picking and earnings estimate accuracy awards. Previously, Mr. Larkin has served as: Chairman and CEO of RailWorks Corporation, Managing Director with Alex. Brown and Sons' transportation team, AVP - Planning and Analysis at CSX Transportation, Inc., Systems Engineering Consultant with Day & Zimmermann, Inc., and a Research Associate at the Center for Transportation Research (at the University of Texas at Austin). Mr. Larkin earned his MBA from Harvard University in 1984, a Master of Science degree in Civil Engineering from the University of Texas at Austin in 1978, and a Bachelor of Science degree in Civil Engineering from the University of Vermont in 1977. Mr. Larkin is a CFA charter holder. In addition, he is Vice Chairman of Crown Diesel, and a member of The Board of Directors for CRST International, eNow Energy, Cub Ventures (CDLife), Novapath Supply Chain Systems & Rygen Technologies, and Phoenix Intermodal. He also serves on the Boards of Advisors for Freightwaves, Haul, LoadSmart, DFMData, Baton, On-ramp Payments, Leaf Logistics, Truckl.io, and LineHaul Station. Additionally, Mr. Larkin is an Advisor to Bakken Energy and Hoptek and is a member of Aurora's Industry Advisory Council. Mr. Larkin is married and is the proud father of four adult children (Conor, Clifford, Casey, and Sarah Alexandra). He resides, with his wife of 38 years, Nancy, in Dallas, TX, Baltimore, MD, and Saranac Lake, NY, and on Water Island, USVI. About Clarendon Capital Clarendon Group is private equity sponsor focused on developing investment opportunities and providing strategic advisory services to the transportation, logistics and distribution sectors. Their principals possess unique resources, expertise, and partnership networks to add value to companies and execute transactions. The team collectively has over 75 years of industry experience as principal investors, board members, senior operators, management consultants and investment bankers. The principals have engaged on over 60 investments and assignments in the sector, working with their partners and clients to achieve agreed upon objectives. Key Takeaways: Logistics Industry Outlook John Larkin, CFA is a Strategic Advisor at Clarendon Capital and to a number of transportation and logistics companies. In the podcast interview, John shared highlights of his long, successful career in the transportation and logistics industry. During his career, John has worked closely with many of the leading companies in the transportation and logistics space. John also shared his logistics industry outlook which includes insights on the truckload, LTL, and freight brokerage markets. In the truckload market, John believes that the industry consolidation will continue. He believes that some of the larger carriers who currently have 1.0 to 1.5% market share could grow to have 3.0% or 4.0% market share in the next decade. The larger carriers often have an cost advantage over smaller carriers because their size enable them to get volume discounts. In the freight brokerage space, larger established players are buying up smaller companies and also investing heavily in technology. John also believes that larger carriers will be more likely to benefit from autonomous trucking technologies. The freight brokerages who have made big technology investments often have a lower cost per load, which means they are going to be more competitive or more profitable. Many freight brokerages are also partnering with staffing and technology firms like Lean Solutions Group to reduce their costs, while gaining access to talented people based in lower cost countries. A large number of logistics technology companies have emerged to help small and mid-size brokers keep pace with the larger brokerages who develop their technology in-house. In the LTL market, John discussed some of his favorite carriers like Old Dominion and talked about the difficulty potential carriers have when attempting to enter the LTL space. Overall, John believes that the transportation and logistics industry performed very well during the pandemic. The industry faces many challenges including inflation, war in Ukraine, re-emergence of COVID in China, potentially softening market, etc., so the stability and predictability we all hoped for probably isn't coming any time soon. Clarendon Capital is focused on partnering with investors, owners and management teams to build quantifiable value in their business over a mutually agreed timeframe. Clarendon's engagements and investments have spanned from several months to over a decade. Their  capabilities in the transportation and logistics industry give them a perspective necessary to substantially add value to the organization. Learn More About Logistics Industry Outlook John's LinkedIn Clarendon Capital LinkedIn Clarendon Capital LTL: Then and Now with David Ross The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Blair Levin is the Policy Advisor to New Street Research and a Senior Non-Resident Fellow at the Metropolitan Policy Project at the Brookings Institution. He also served as Chief of Staff to FCC Chairman Reed Hundt, directed the writing of the United States National Broadband Plan, where I worked for him, and was a Policy Analyst for the Equity Research Teams at Legg Mason and Stifel Nicolaus, in addition to many other activities. Gregory Rosston is the Gordon Cain Senior Fellow at the Stanford Institute for Economic Policy Research and Director of the Stanford Public Policy Program. He served as Deputy Chief Economist at the Federal Communications Commission, working on the implementation of the Telecommunications Act in 1996, and he helped design and implement the first-ever spectrum auction in the United States.

Bildt är en kontroversiell figur som har suttit i styrelsen för Lundin Oil - en organisation som undersökts för påstådda brott mot de mänskliga rättigheterna i Sudan i slutet av 90-talet och början av 2000-talet. Två svenska undersökande journalister fängslades för terroristrelaterade brott medan de tittar på Lundins affärer i Etiopien i december 2011. Han var också en stor supporter av Maidan rörelsen som till slut störtade den demokratiskt valda regeringen av presidenten Viktor Janukovitj i Ukraina vilket orsakade rådande inbördeskrig i östra delen av landet. Efter att ha arbetat som EU: s högste representant i Bosnien på 90-talet, var Bildt en av tre personer som utsågs av den kontroversiella misantropen George Soros, i ett e-postmeddelande till Clinton, att vara en ledande EU medlare i Albanien under en period av oroligheter under 2011. För att till sist ej glömma bort hur han blev mångmiljonär på Irakkriget, då han satt i styrelsen för kapitalförvaltaren Legg Mason med stora ekonomiska intressen i den amerikanska krigsindustrin, samtidigt som han var lobbyist för amerikanska krigsintressen med kopplingar till vapentillverkaren Lockheed Martin. Verkligheten är ej vacker, men måste adresseras om vi skall undvika att upprepa forntida misstag! #CarlNorberg #DeFria #RealNews De Fria är en folkrörelse som jobbar för demokrati genom en upplyst och medveten befolkning! Stöd oss: SWISH: 070 - 621 19 92 (mottagare Sofia S) PATREON: https://patreon.com/defria_se HEMSIDA: https://defria.se FACEBOOK: https://facebook.com/defria.se

Jeff Link is an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING process. With almost 25 years of experience, Jeff has been a proponent of risk-managed investing with firms like Smith Barney, Legg Mason, and Stifel Nicolaus. Today, Jeff helps investors who are within 20 years of retirement grow AND protect their wealth in a risk-managed and tax-efficient way. In 2020 during the middle of the pandemic Jeff published his first book - Protecting The Pig: How Stock Market Trends Reveal the Way to Grow and Preserve Your Wealth.   Website: www.bluelineinvesting.com www.ProtectingThePig.com LinkedIn:  bluelineinvestingjefflink

If I had to list all of the items our guest tonight has accomplished in the tennis and sports industry, it would take up the entire episode. But to just name a few, this guest was the first sports agent in professional tennis representing players such as Arthur Ashe, Stan Smith, Jimmy Connors and Ivan Lendl; he was the founder of ProServ, one of the first sports marketing firms established in 1970; he co-founded the ATP in 1972 with Jack Kramer and Cliff Drysdale; he's an author, a former Davis Cup player and Davis Cup captain, and was the co-founder of the Legg-Mason tournament held in Washington DC; and like my co-host, this guest was elected to the Tennis Hall of Fame in 2009, please welcome to the pod, Donald Dell.   Find "Court-Side with Beilinson Tennis": Tennis Channel Podcast Network: https://www.tennis.com/pro-game/podcasts/10/ Facebook: https://www.facebook.com/courtsidewithbeilinsontennis Instagram: https://instagram.com/court_side_with_beilinson Twitter: https://twitter.com/Court_Side_w_BT Website: https://www.beilinsontennis.com/ 

Wealth Creation doesn't happen by chance, planning is the key. In a 2018 Survey by the asset management firm Legg Mason, 77% of investors said they save and invest with specific goals in mind. If you're not the type of person who religiously writes to-do lists, you need to become like that. -------- If you're thinking about creating a Laptop Business and Generating Residual Income, we encourage you to REGISTER NOW for our new Webinar: The Entrepreneur's Journey.

Jon and Jim talk with Jim Carpenter, a charitable planning consultant at Fidelity Charitable®, an independent public charity and the nation's top grantmaker, distributing $7.3 billion to charities in 2019. They discuss charitable planning, educating donors on current charitable planning strategies and current giving trends. Jim Carpenter is a charitable planning consultant at Fidelity Charitable®, an independent public charity and the nation's top grantmaker, distributing $7.3 billion to charities in 2019. Jim serves as a premier resource on charitable planning, educating donors on current charitable planning strategies and trends. Full Bio: James Carpenter is a vice president and charitable planning consultant at Fidelity Charitable®, an independent public charity that has helped donors support more than 300,000 nonprofit organizations with nearly $42 billion in grants. The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mr. Carpenter assumed his current role in 2017. In his position, Mr. Carpenter serves as a premier resource on charitable planning for advisors and their clients in the Great Lakes region. He educates advisors on current charitable planning trends and strategies, along with the benefits of leveraging Fidelity Charitable's donor-advised fund program to help philanthropic clients give more to the charities they support. Prior to joining Fidelity Charitable, Mr. Carpenter had distribution roles and territory assignments for several global asset management firms, including Schroders Investments, Goldman Sachs, and Legg Mason. In that role, he was responsible for helping financial advisors construct portfolios to manage risk and improve the odds of financial planning success. Prior to the asset management distribution, Mr. Carpenter spent 12 years as a financial advisor focused on retirement planning and insurance. Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Jim Niedzinski: Website: www.motivewa.com LinkedIn: linkedin.com/in/jimniedzinski Email: jim@motivewa.com   Connect with Jim Carpenter: Website: www.fmr.com

Common Future is a mission-driven non-profit organization that has diverted nearly $300 million into marginalized communities through grants and low-barrier loans since 2001. And they just received a game-changing gift from philanthropist Mackenzie Scott. It was a pleasure to chat with CEO Rodney Foxworth on the precipice of this new chapter for Common Future. We spoke about his plans for building up this BIPOC-led organization to close the racial wealth gap in America, how his own experiences with racism inform this work, and how he and his team are building a powerful network of “wealth-holders” and “wealth-builders” to create lasting change. Rodney Foxworth Rodney is CEO of Common Future. Before joining the organization in 2018, he founded Invested Impact, a consulting firm that directed investment capital to underrepresented social entrepreneurs through foundations, financial institutions, and policy organizations, including Annie E. Casey Foundation, Aspen Institute, Calvert Impact Capital, Greater Washington Community Foundation, Legg Mason, and T. Rowe Price Foundation. Rodney has also held leadership positions at the Warnock Foundation, a venture philanthropy affiliated with the private equity firm Camden Partners, BMe, a national social entrepreneur network for African American men, and Job Opportunities Task Force, a policy advocacy and workforce development organization. An inaugural Ford Foundation Global Fellow, Rodney serves on the board of directors of Nonprofit Finance Fund and Race Forward, and the steering committee of Justice Funders. He has spoken atSocial Finance Forum, Council on Foundations, Global Philanthropy Forum, SOCAP, Open Markets Institute, Skoll World Forum, Brookings Institution, and other stages. His writing has appeared in publications such as Boston Review, Chronicle of Philanthropy, and Nonprofit Quarterly, and he has been featured in Conscious Company, Devex, Forbes, ImpactAlpha,Inside Philanthropy, and The New York Times. Resources Learn more about Common Future Connect with Rodney on LinkedIn For case studies and other free resources about purposeful business, go to WeFirstBranding.com Simon's new book, Lead With We, is now available for pre-order on Amazon, Google Books and Barnes & Noble. Check it out!  

Sometimes you hear someone speak and instantly get the feeling you must know that human! And, they must be a guest on this podcast -- this guest is that person. We rounded out season four with a deep and truly enlightening conversation about inclusivity in leadership with Melissa Majors! This discussion shed light on the ties between emotion and actual physical pain, what it means to truly lead with a mind for inclusivity, and the idea that inclusion really does fire up our spirits.  Melissa has published a book that should be required reading for every human. If you haven't heard her speak, you are in for a treat with this final episode of season four! Quote from Melissa: “Inclusion is more than a moral obligation - it's a competitive advantage.” Her book: The 7 Simple Habits of Inclusive Leaders A guilt-free guide on how to boost innovation and performance by involving others equally Our guest... Melissa Majors, “The Inclusive Leadership Expert”  CEO of Melissa Majors Consulting, she is an innovator and optimizer of education, inclusion, & leadership strategies. She has dedicated her career to maximizing the business impact associated with these areas of focus. The team at Melissa Majors Consulting has extensive experience and a proven reputation for driving better business outcomes through innovative and inclusive strategic planning. They bring deep expertise in improving profitability and innovation, boosting organizational performance, and optimizing inclusion strategies. Melissa formally studied strategy and innovation at Harvard University. Melissa is a crowd-pleasing speaker who masters brain-friendly talks that engage her audiences and spark not just inspiration, but action as well. She is featured in publications such as Forbes Magazine, Smart Meetings, The Meeting Professional, NorthStar Meetings Group's Eventful Podcast, The Event DR, and on the keynote stage at events such as Meeting Professional International's WEC, The Northwest Event Show, Catalyst Events, Legg Mason's DEI Conference, and many more.   Her book recos: Chris Voss: Never Split the Difference: Negotiating As If Your Life Depended On It  Brene Brown: Braving the Wilderness Check out the LIVE Video if you'd like to watch us chat. A couple of great blog posts by Melissa: Exclusion Literally Hurts Inclusion Confusion   We are "Making a Marketer"... in all ways. Check out episode 84 (last ep of season 4!) -- and please take a minute to follow, rate, & review us on iTunes & get each ep. when it drops! https://bit.ly/mamITuneNEW ::: This episode is sponsored by Powers of Marketing - emPOWERing strategic communication ::: ** Our NEW show music is provided by our GIFTED editor, MUSICIAN, Avri. Check out his song, "Too Close"! **

Blair Levin serves as a Senior Non-Resident Fellow at the Metropolitan Policy Project at the Brookings Institution. He also is the Policy Advisor to New Street Research, an international equity research firm. Blair began his career practicing law in North Carolina. He then served as Chief of Staff to FCC Chairman Reed Hundt (1993-1997), was a policy analyst for the equity research teams at Legg Mason and Stifel Nicolaus, co-lead the Obama technology and government innovation transition team, and returned to government to direct the writing of the United States National Broadband Plan (2009-2010). Since then, he has split his time advising institutional investors and private companies, serving with various non-profits, and has been involved with a number of pro bono projects including working with three dozen university communities seeking to obtain next generation broadband networks, and working with the World Bank and UNHCR to create a Global Broadband Plan for Refugees. Barron's Magazine noted that his work, "has always been on top of developing trends and policy shifts in media and telecommunications … and has proved visionary in getting out in front of many of today's headline making events." Former FCC Chairman Tom Wheeler also praised his work, noting “no one's done more to advance broadband expansion and competition through the vision of the National Broadband Plan.” Levin is a graduate of Yale College and Yale Law School. https://www.newstreetresearch.com/ https://nexuspmg.com/

Mentored at Legg Mason under the tutelage of legendary investor Bill Miller, Samantha McLemore is a student of finding value in corporate equities.  Now the founder and managing member of Patient Capital Management, Samantha shares her perspectives developed over two decades and through several cycles of the value factor.  Our conversation is an exploration of Samantha’s framework, keenly focused on finding opportunity based on valuation and with a long horizon in mind.  In Samantha’s world, embracing out of favor securities allows capital to be put work when and where others are reluctant to and sets the stage for achieving long term excess returns.  In this context, she recounts her purchase of UBER during the early days of the 2020 lockdown, seeing potentially strong upside relative to what she deemed as manageable downside risk.  We talk more broadly about the underperformance of the value factor in recent years as Samantha notes that the high growth segments of the market are in demand in an environment where investors have become less sensitive to valuation.  For her, some of these high flying stock prices warrant caution, especially as a vaccine provides the potential that business as we once knew it becomes more the norm rather than the exception.  And in this context, Samantha and her team are looking closely at the cruise line sector, again embracing disruption and volatility in pursuit of long term alpha.  I hope you enjoy this episode of the Alpha Exchange, my discussion with Samantha McLemore.

Investing isn’t one size fits all. There are many factors that play into an investment strategy. Your age is one of them. Jeff Link is an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING® process. He is also the author of Protecting the Pig. Jeff has over 20 years of market experience, with firms like Smith Barney and Legg Mason. Jeff and I talk about investment strategy and your age. He shares his advice on why your age should be considered, mistakes to avoid when it comes to investing for your age, and resources to help.

In a world of perpetual uncertainty and accelerating change, holistic advice and guidance become even more valuable. In this episode, Tony Sirianni, Publisher & Owner of AdvisorHub, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new approaches to delivering value for an industry in transition. In this episode, you'll hear: Macro trends driving the business of advice How changing client demand is shaping advisor behavior Industry predictions for 2021 and beyond Tony Sirianni is the publisher and owner of AdvisorHub, a leading financial services news website. A 29-year veteran of the industry, he is the former managing partner of Sirianni Strategy Group, was president of Steward Partners Consulting Solutions, and was a founding partner of two RIA firms—Steward Partners Holdings and Washington Wealth Management, where he was also CEO. Previous to these roles, Tony held leadership positions at Morgan Stanley, Smith Barney, Legg Mason, Crestar Bank, Mass Mutual Insurance, and Oppenheimer Funds, and was a broker at Merrill Lynch. His podcast, The Tony Sirianni Podcast: An Industry in Transition, attracts leaders of the nation's largest advisor firms as guests.  Ways to Connect LinkedIn: https://www.linkedin.com/in/tsirianni/ Podcast: The Tony Sirianni Podcast: An Industry in Transition Website: AdvisorHub: https://advisorhub.com/

Welcome to today's episode of Conscious Capital, with Logos Impact Capital, an impact investment finance firm that searches the world for impactful entrepreneurs and investors making the world a better place. We will discuss how the finance sector can be a powerful force for good; distributing opportunities more equally and bringing solutions to the world's greatest social and environmental challenges. Our guest is BENJAMIN BINGHAM. About G. Benjamin Bingham CFP™️ is the author of Making Money Matter…Impact Investing to Change the World. He is also the CEO/Founder of 3Sisters Sustainable Management (www.3sistersinvest.com ), a Registered Investment Advisor (RIA) with its own family of proprietary impact investment strategies under a family of impact funds titled "Scarab Funds". Ben's writing and his work with Impact Investing draws on broad experience as an artist, bio-dynamic farmer, Waldorf teacher, and co-founder of three social enterprises. He became an investment advisor to his network of socially-minded investors at Legg Mason in 2001 and an independent money manager since 2007. His model for impact investment strategies designed for 100% impact investors is called Scarab Funds. He is on the Board of CSR Hub, the largest aggregator of ESG data. His intent is to help advisors, consultants and self-directed investors understand the consequences of traditional investing and inspire a transition to meaningful impact investments.

Today Joel Edgerton joins us to discuss how bitflyer is the largest bitcoin exchange in the world by volume that is licensed in the US, EU, and Japan. Joel is currently the COO at bitFlyer USA, a global cryptocurrency exchange with offices in Tokyo, San Francisco, and Luxembourg. Joel leads the company’s expansion in the USA, developing a strong team with institutional and retail customer experience. He has advocated for cryptocurrency exchanges to go beyond simply offering products, to better protect customer interests and solve customer problems. Prior to joining bitFlyer USA, Joel held senior positions in Tokyo and London with Citibank, State Street, Legg Mason and BNP Paribas. He also founded his own fintech company offering personalized financial advice via algorithms based on behavioral economic theories. Joel is bilingual (Japanese and English) and holds an MBA in International Finance. View this episode on our website here. *Disclaimer. None of this information is financial advice. ~ Follow us on Instagram, Twitter, Facebook, LinkedIn, Pinterest, Discord and Uptrennd today! ~ Want to learn more about cryptocurrency? Check out our educational videos today! ~ Looking to attend a cryptocurrency or blockchain event? Check out our events page! ~ Tune in on Crypto Current TV throughout the week for a 24/7 crypto stream on the latest action on crypto markets, news, and interviews with the industry’s top experts! ~ Enjoying our podcast? Please leave us a 5 star review here! ~ Stay up to date with the latest news in cryptocurrency by opting-in to our newsletter! You will receive daily emails (M-S) that are personalized and curated content specific to you and your interests, powered by artificial intelligence.  ~ We were featured as one of the Top 25 Cryptocurrency Podcasts and one of the 16 Best Cryptocurrency Podcasts in 2020. ~ Are you an accredited investor looking to invest in cryptocurrency? Check out Crescent City Capital. ~ Want to take educational courses on cryptocurrency & blockchain? Sign up for Blockchain Training Academy today! ~ Earn Interest. Receive Loans. Trade Crypto. Start Today! Learn more about how you can sign up for Blockfi  ~ Want to be on our show or know someone who should? Contact us today! ~ We hope you are enjoying our cryptocurrency and blockchain educational content! We greatly appreciate donations, which all go directly towards creating even better educational content. Thank you for your generosity! Buy us a coffee here :) BTC: 3BpSmgS8h1sNtbk6VMiVWxoftcwBxAfGxR  ETH: 0x743c0426CE838A659F56aFC4d3c10872d758EC79  LTC: MKCpf3qEVfT6yprhDhkJJcdNpqh5PZXSbx

Support the Breakfast Leadership Network! Burnout Proof Your Life Online Course. Enter the code NINETY at checkout, to save 90% off the course:https://breakfastleadership.teachable.com/p/burnout-proof-your-lifeHire Michael to speak at your event: https://BreakfastLeadership.com/speakingBuy Michael's life altering book: 369 Days: How To Survive A Year of Worst-Case Scenario: https://www.amazon.com/369-Days-Survive-Worst-Case-Scenarios-ebook/dp/B074CCLKZP/ref=sr_1_1?ie=UTF8&qid=1502047423&sr=8-1&keywords=369+daysContribute on Patreon: https://www.patreon.com/bfastleadershipOr PayPal: https://www.paypal.me/bfastleadershipBreakfast Leadership Network Merchandise: https://teespring.com/stores/breakfast-leadership-networkLike, Rate and Review the Breakfast Leadership Show on Apple Podcasts: https://podcasts.apple.com/ca/podcast/breakfast-leadership/id1207338410------I am an Investment Advisor Representative at Guardian Wealth Advisors, LLC and the founder of the BLUE LINE INVESTING process. I have 24 years of market experience and am passionate about risk-managed investing. During my investment career I have been affiliated with firms including Smith Barney, Legg Mason and Stifel Nicolaus. My process is designed to help my clients grow and preserve their wealth in a risk-managed and tax-efficient way.www.BlueLineInvesting.com www.ProtectingThePig.com https://www.youtube.com/watch?v=w9PY2VKnURs&feature=youtu.be https://www.youtube.com/watch? v=LMrW9gWS_pA&feature=youtu.be https://www.youtube.com/watch?v=m8x374EF3_I&feature=youtu.be www.linkedin.com/in/bluelineinvestingjefflink/ www.facebook.com/jeff.link.35513

Active management. Commissions. High fees. With so many inexpensive 529 education plans is there any need for Scholar's Choice from Legg Mason? 

Are you wondering if environment, social and governance (ESG) investing is just a tree hugger fad? Perhaps you feel called to invest with your conscience and want to know more. With the help of a top expert in the field, we examine ESG investing and discuss whether it can be a worthwhile venture. In this episode of

Please note, this podcast was recorded in early March. Much has changed, however the investment thesis and ideas contained in this podcast are long term trends that remain relevant for investors. Prior to the COVID-19 crisis, the rise of China was one of the driving growth opportunities behind many Australian companies and global mega-caps (think Tencent and Alibaba). Yet many other emerging markets offer similar trends – technological prowess, an educated and increasingly wealthy middle class, and rapid urbanisation. ----more---- The long term numbers are staggering. Eu-Jene Teng of Martin Currie, a Legg Mason business, discusses emerging market investment opportunities arising from: the rise of mega-cities (125 million people or more) increasing urbanisation and education technological sophistication outside the US, and niche trends such as Korean beauty, and more. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager. He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason. Michael has been an Adjust Professor at Columbia Business School for 24 years. Our conversation covers Michael’s early career, the paradox of skill, academic research more favorable to active management, decision-making, optimal size and composition of teams, unsettling features in the market, data analysis in sports, career risk, the Santa Fe Institute, and Michael’s new research on the horizon. Every time I speak to Michael I come away thinking better and feeling smarter, and this time was no exception. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast

In dieser Woche beschäftigen wir uns mit dem Thema Inflation und der Kritik an der aktuellen Berechnung. Ist die Kritik berechtigt und was soll geändert werden? Und wie hängt dieses Thema mit der Zinsentwicklung zusammen? Die aktuelle Zinssituation ist auch ein Grund für die aktuell schwierige Lage am Corporate Bond Markt. Hier hat die OECD kürzlich Alarm geschlagen und auf die kritische Höhe der Schuldenberge der Unternehmen hingewiesen. Außerdem sprechen wir über ein Thema, das in der aktuellen Nachhaltigkeitsdebatte ein sehr wichtiges ist: Divestment vs. Investment. Wie sollte mit klimaschädlichen Unternehmen umgegangen werden? Zuletzt geht es noch um die Übernahme von Lego Mason durch Franklin Templeton. Mehr auf www.heuser-heuser.de

The EU’s richest states have dug in their heels over the region’s budget as European Council president Charles Michel seeks to ease the blow of spending cuts on poorer countries, Donald Trump extended clemency to several high-profile white-collar criminals on Tuesday, including former Illinois governor Rod Blagojevich and financier Michael Milken, and US asset manager Franklin Templeton has agreed to buy rival Legg Mason for $6.5bn including debt. Plus, the FT’s David Crow reports on HSBC’s radical plan to downsize. See acast.com/privacy for privacy and opt-out information.

Phil Orlando, Chief Equity Market Strategist and Head of Client Portfolio Management at Federated Investors, on why markets seem so complacent about the coronavirus. Burt Flickinger, Managing Director at Strategic Resource Group, discusses Walmart stumbling on softer than expected holiday sales and lowered forecast. Annie Massa, Bloomberg investing reporter, on Franklin Templeton buying Legg Mason to create a $1.5 trillion active-management investing giant. Seventh Generation CEO Joey Bergstein discusses why corporate American needs to take charge in the climate crisis. Hosted by Lisa Abramowicz and Paul Sweeney.

Assessing data literacy skills easily, accurately and inexpensively is tough enough, but 'making people believers' is the biggest challenge. Chanel Mason of Legg Mason shares her insights into starting and sustaining a data-driven culture and mindset.

Laura Blanco y Marta Vilar repasan en diez minutos la actualidad económica del día. Tenemos el fondo de la semana con Javier Mallo, responsable de Legg Mason para España y Portugal. Entrevistamos a Álex Barredo,analista de BDE empresas de tecnología y la tertulia en la compañía de Juan Abellán, profesor de EAE Bussiness School, Emilio González, profesor de Economía Comillas/ICADE y Ángel Niño, concejal delegado de Empleo, Innovación y Emprendimiento del Ayuntamiento de Madrid.

Podcast de Mercado Abierto

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds. What You Will Learn: How Lisa Rapuano got her start in the investment management field What Facet Wealth does How Facet partners with other RIAs to improve client experiences The two major types of deals that Facet Wealth facilitates The benefits of avoiding traditional structures of deals Different ways that Facet Wealth works with advisors considering M&A activity on their own The evolution of wealth and investment management industries How to connect with Lisa Rapuano: Website: www.facetwealth.com Twitter: @lisarapuano LinkedIn: https://www.linkedin.com/in/lisa-rapuano

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds.What You Will Learn:How Lisa Rapuano got her start in the investment management fieldWhat Facet Wealth doesHow Facet partners with other RIAs to improve client experiencesThe two major types of deals that Facet Wealth facilitatesThe benefits of avoiding traditional structures of dealsDifferent ways that Facet Wealth works with advisors considering M&A activity on their ownThe evolution of wealth and investment management industriesHow to connect with Lisa Rapuano:Website: www.facetwealth.comTwitter: @lisarapuanoLinkedIn: https://www.linkedin.com/in/lisa-rapuano See acast.com/privacy for privacy and opt-out information.

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager.  He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason.  Michael has been an Adjust Professor at Columbia Business School for 24 years. Our conversation covers Michael’s early career, the paradox of skill, academic research more favorable to active management, decision-making, optimal size and composition of teams, unsettling features in the market, data analysis in sports, career risk, the Santa Fe Institute, and Michael’s new research on the horizon. Every time I speak to Michael I come away thinking better and feeling smarter, and this time was no exception. Learn More Discuss show and Read the Transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Join the Capital Allocators Forum Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast

Today’s guest is Scott Clendaniel. Scott is the Lead Data Scientist of the Strategic Artificial Intelligence Lab at Legg Mason based in Baltimore, Maryland. Scott is aiming to create cutting-edge Artificial Intelligence accessible by all. He specializes in designing and developing new Machine Learning departments for mid-large size organizations. In this episode, Scott will discuss (all opinions are his own): Is AI living up the hype? Examples of AI being used in industry, such as fraud detection Challenges of applying AI within your organisation The role of Deep Learning and XAI His thoughts on what AI will bring in the near future

Rick Darvis is recognized as one of the leading experts in the financial planning field. He has written several books, developed financial software, and trained financial professionals across the United States. His knowledge has enabled him to be invited to speak on the financial and business development topics to his contemporaries at state CPA and FPA conferences in over 40 states. He has been a featured speaker at the Financial Planner Association's Success Forum, the Northeast /Mid-Atlantic National Association of Personal Financial Advisors (NAPFA) regional conference, the National Employee Benefit Forum, the New York Society of CPAs Personal Financial Planning Conference, and the AICPA's Tax Strategies for the High Income Individual Conference. Rick has also given seminars for the University of Arizona and the New York Student Financial Aid Administrators. Rick's accomplishments in the financial-planning field are:  Co-author of Paying for College: Tax Strategies and Financial Aid, a guide published by the American Institute of CPAs on college planning for accountants and financial advisors.  Contributing author of Personal Financial Planning, a Practitioners Publishing Company (PPC) guidebook.  Co-author of Planning for College Costs, a Practitioners Publishing Company (PPC) guidebook on college financial planning for accountants and financial advisors.  Author of A Roadmap to College & Retirement – Without Going Broke, a book designed to link college planning to retirement planning.  Provider of education programs and business development services for organizations, such as Microsoft, American Institute of CPAs, Oppenheimer, Western CPE, OneAmerica Insurance, State Farm Insurance, National Association of Personal Financial Advisors, Northwestern Mutual Insurance, Manulife, MFS, American Skandia, Franklin Templeton, Eastern Bank, US Bank, Wells Fargo Financial Advisors, Linsco Private Ledger, Securities America, Genworth, Lincoln Financial, UBS, Thrivent, Wachovia, Smith Barney, John Hancock Financial Network, Legg Mason, Edward Jones, Chase Bank, and Raymond James.  Quoted in: Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger's Personal Finance, NY Times, Smart Money, Wall Street Journal, Bloomberg's Personal Finance, Money, Bankrate, Nation's Business, Financial Advisor, Dow Jones Newswire, On Investing, Knight Ridder News, Mutual Fund Market News, Research Magazine, Practical Accountant, Offspring, LIMRA's Market Facts, NAPFA Advisor, and AICPA's Planner.  Owned and operated businesses, such as, 6 CPA accounting firms, a national financial planning network with over 2,000 members, 3 restaurants, 3 insurance agencies, a business development contract with Microsoft, commercial rental properties, a farm/ranch operation, a recreation and fitness center, and retail sporting goods stores.

Empresas como Biva, Nexoos, Kavod e Tutu Digital, que atuam fazendo uma ponte entre investidores e tomadores de crédito, sem a intermediação de um grande banco, têm ganhado cada vez mais espaço no mercado. Esse modelo é conhecido como peer-to-peer (P2P).    O crescimento dessas empresas está ligado à uma lacuna deixada pelos grandes bancos. Eles têm concedido cada vez menos empréstimos para pequenas empresas e empreendedores. Assim, fintechs como a Biva e a Nexoos têm ajudado esses microempresários a conseguirem crédito com mais facilidade, para alavancarem seus negócios. E isso, nós do Educando Seu Bolso aprovamos, mais oferta de crédito, mais barato, mais fácil e rápido. Você ou sua empresa estão precisando de crédito? Então saiba se Biva, Nexoos ou outras P2P são para o seu caso. Do outro lado da moeda temos o investidor brasileiro, que segundo uma pesquisa realizada pela gestora Legg Mason, em 17 países, é o que espera maior rendimento de suas aplicações. Porém, segundo a mesma pesquisa, ele obtém rendimentos em média 2% abaixo da rentabilidade almejada. Ou seja, estamos em 2º lugar no mundo no quesito investidores frustrados. A rentabilidade das aplicações fica longe da expectativa que o cidadão comum tem dos seus investimentos. Nesse contexto... Surgem, então, aplicações financeiras alternativas e o modelo peer-to-peer aparece como uma opção. Os riscos são bem maiores, assim como a rentabilidade, pois, essa aplicação pode chegar a render o triplo de algumas aplicações tradicionais. Mas como conciliar a tese das peer-to-peer, ou empresas como Biva e Nexoos, com o conservadorismo do investidor Brasileiro?! Nesse post (podcast) respondemos algumas questões que vão te ajudar a saber se o peer-to-peer é ou não uma boa opção tanto para quem quer investir, quanto para quem quer um empréstimo. O que é peer-to-peer? Como funciona? Quais as vantagens? Quais os riscos? Você está preparado? Incoerências no comportamento do investidor brasileiro Segundo uma pesquisa realizada pela Legg Mason, o brasileiro é o que espera maior retorno de suas aplicações. Dados que foram obtidos dentre 17 países pesquisados. A expectativa dos brasileiros é de receber em média 9,2% ao ano. O que representa uma diferença de 2 pontos percentuais do real retorno obtido (de 7,2%). Essa ambição muitas vezes não corresponde ao tipo de investimento feito pelos brasileiros, que prezam muito pela segurança. Normalmente o investidor brasileiro está muito preocupado em proteger o seu patrimônio e tem até um certo medo do risco. Ou seja, tem receio de investir em aplicações com variações muito bruscas no preço. Portanto, há uma certa contradição entre o comportamento do investidor e suas expectativas. Isso porque, existe uma memória dos tempos em que a taxa Selic era muito alta. Essa taxa, que é o que governa os rendimentos das aplicações financeiras da maioria dos cidadãos e naquela época girava em torno de 14% ao ano. Assim, sem fazer muito esforço, era possível obter bons retornos. Os investimentos em renda fixa rendiam por volta de 1% ao mês. O Brasileiro, muitas vezes, acha que é propenso a riscos, quando na verdade o comodismo acaba superando esse espírito aventureiro. Por isso, muitas pessoas ficam a vida inteira no mesmo banco, com o dinheiro aplicado na poupança. Elas entenderam que esta era a melhor opção naquela época e nunca mais saíram de lá. Mas já faz tempo que Selic, CDI e consequentemente a remuneração média das aplicações são de 6,5% ao ano. Portanto, o que parece é que o brasileiro ainda não está preparado para fazer seu dever de casa, dedicar tempo para entender novas opções, antes de ir buscar esse retorno que ele tem na memória, que é o que ele de fato deseja. Os perigos de não conhecer bem os investimentos O grande perigo é que essa situação faz com que as pessoas fiquem impacientes. Se na época que a Selic estava a 14%, mil reais aplicados no banco rendiam R$100,00 por mês. Agora, com essa taxa a 6,5%, esse rendimento passa a ser de apenas R$50,00. Então, muitas pessoas acabam buscando alternativas como Fundos Multimercados (que tenta balancear aplicações com riscos maiores e menores para compor a carteira de investimento), aplicações prefixadas ou em bolsa de valores, ou mesmo alguma nova modalidade de investimento, como o peer-to-peer, por exemplo. O problema de buscar essas novas alternativas é fazê-lo sem entender bem como elas funcionam. Assim, muitas pessoas começam a apostar em aplicações mais complexas, sem antes mensurar os riscos e fazer um planejamento orçamentário. Esse desconhecimento pode levar os investidores a tomar prejuízo. Ou, pelo menos, não ganhar o quanto poderia, se investisse em outras aplicações. Existem opções relativamente seguras. Uma delas é o Tesouro Direto. Nós já comentamos aqui que todos os grandes bancos, inclusive a Caixa Econômica Federal, zeraram as taxas para esse tipo de aplicação. Então é possível investir em títulos do no Tesouro Nacional sem nem precisar sair do banco com o qual você já está acostumado. Mas ainda assim é possível perder dinheiro nessa aplicação. Daí a importância de dedicar algumas horas para conhecer bem o funcionamento do investimento que se pretende fazer e de planejar os horizontes temporais (curto, médio e longo prazo). O exemplo do Tesouro Direto IPCA+ Você pode, por exemplo, ter uma operação do Tesouro IPCA+ com juros semestrais vencendo 2035. Esse papel oferecia na data deste post um rendimento de 5% ao ano mais o índice de inflação. Mesmo que não renda os 1%, da época em que a Selic estava extremamente alta, é uma aplicação segura e mais rentável que a Poupança. Mas até mesmo nesses investimentos em renda fixa de baixíssimo risco é possível perder dinheiro. Ao fazer esse tipo de operação é preciso ter um planejamento de longo prazo. O vencimento do título é em 2035 e você precisa saber se realmente vai ter condições de deixar o dinheiro aplicado por tantos anos. No entanto, isso não quer dizer que você não possa sacá-lo antes. Você pode retirar o dinheiro a qualquer momento. Mas, é aí que entra a importância de conhecer bem a aplicação. Isso porque, ao sacar antecipadamente, pode haver penalidades, já que as taxas mudaram ao longo do caminho. Em toda aplicação financeira que oferece juros fixos (em economês: renda fixa prefixada) o valor do investimento oscila todo dia. Então, se quando a aplicação foi feita os juros oferecidos eram de 5% ao ano e no momento do resgate do título subiram para 5,5%, por exemplo, o investidor pode receber menos do que o valor inicial investido. Assim, mesmo falando apenas das aplicações mais tradicionais, é preciso considerar os riscos de cada uma. Em fundos multimercado, de ações ou até no Tesouro Direto há riscos. Além disso, é necessário ter uma previsão temporal e planejar com cuidado o objetivo de cada investimento. Para isso, é preciso conhecer as características de cada uma das modalidades e compará-las. Biva, Nexoos e Kavod: novas formas de investir Essa busca por novas formas de investimento fez com que o mercado brasileiro se abrisse à diversas outras maneiras de investir, uma delas é o peer-to-peer lending, ou P2P. Traduzindo para o português, peer-to-peer significa transações entre pares. Nesse modelo as empresas recebem investimentos de pessoas físicas de um lado, e financiam micro e pequenas empresas de outro. Elas funcionam como um banco ou uma financeira tradicional, fazendo a ponte entre quem quer investir e quem precisa de crédito para alavancar o negócio. Empresas como Nexoos, Biva, Kavod e Tutu Digital ainda são relativamente novas no mercado de crédito brasileiro, mas vêm ganhando força, principalmente depois que o Banco Central permitiu que essas fintechs, conhecidas como Sociedade de Crédito Direto ou Sociedade de Crédito entre Pessoas, intermediassem operações financeiras sem terem que passar pelos grandes bancos tradicionais. Essas empresas atuam conectando investidores e tomadores de crédito. Dessa maneira, é possível que o investidor ajude a financiar um pequeno empreendedor e ao mesmo tempo conseguir um retorno que corresponde ao dobro ou o triplo do que se conseguiria em uma aplicação no CDB do seu do seu próprio banco. No entanto, é importante frisar que esse é um modelo de investimento que apresenta riscos maiores que a Poupança, ou o Tesouro Direto, por exemplo. Portanto, antes de investir nessa modalidade conheça seu perfil de investidor. O peer-to-peer é mais indicado para quem é arrojado do que pra quem é conservador. Por fim, estabeleça qual destino você quer dar para esse dinheiro e quanto tempo você pretende deixá-lo aplicado. A dificuldade de conseguir crédito em grandes bancos Uma das razões para a crescente dessas empresas está ligada ao fato de os grandes bancos estarem negando muitos empréstimos. Especialmente para micro e pequenas empresas. Esse mercado tem crescido tanto que recentemente a Biva foi adquirida pela PagSeguro, uma empresa grande e de referência. Segundo o Sebrae apenas 8% dessas pequenas e micro empresas têm acesso à crédito no Brasil hoje. Logo, essas fintechs que trabalham com o peer-to-peer estão tentando preencher essa lacuna. Muitos empreendedores querem empréstimos para capital de giro, ou para alavancar seus negócios e não encontram essas ofertas nos bancos tradicionais. Restam aos empresários então tomar o empréstimo como pessoa física para colocar o dinheiro na empresa ou  procurar empresas como a Biva, Nexoos ou Kavod, por exemplo. Assim, qualquer empreendedor que fatura R$100.000,00 ou R$150.000,00 por ano, pode procurar a Biva, por exemplo, e pedir um empréstimo, com maiores chances de conseguir obtê-lo a taxas possivelmente mais baratas. Isso comparado à dificuldade apresentada pelos grandes bancos. Ficou curioso quanto aos valores? Acesse nosso Simulador de Empréstimo Pessoal e confira! Como funciona o peer-to-peer? Biva, Nexoos ou qualquer outra destas empresas de P2P de alguma forma lembram uma versão digital do Factoring, também conhecido como fomento mercantil ou fomento comercial. Para quem não conhece, as factorings vem há décadas oferecendo empréstimos para micro e pequenas empresas rejeitadas pelos bancos e financeiras. Nesse tipo de fomento o pequeno empresário consegue dinheiro emprestado vendendo seus direitos a receber. Como duplicatas, recebíveis e cheques pré-datados, por exemplo.  Segundo estimativas da ANFAC, no Brasil há aproximadamente 7000 factorings que oferecerem o fomento mercantil, ou o famoso desconto de cheques e duplicatas. Atualmente, há inclusive factorings com processos bastante automatizados e também algumas fintechs, como a Rapidoo Factoring Online, por exemplo. Essa lógica é parecida com a das empresas P2P, que estão fazendo um serviço antes exclusivo apenas dos grandes bancos. Esses bancos pegam o dinheiro que você investiu e fazem uma operação de crédito. Ou seja, emprestam. Mas como comentado anteriormente, os micro e pequenos empreendedores tem tido cada vez mais dificuldade de acessar esse crédito. Fintechs como a Biva e a Nexoos, tentam suprir essa demanda. Elas recrutam, contratam, avaliam e recebem o dinheiro dos investidores e fazem a ponte para quem vai tomar um empréstimo. Por exemplo, se você investir quer R$2.000,00, basta abrir um cadastro online rapidamente numa empresa e elas se encarregam de distribuir esse dinheiro entre meia dúzia de microempresas, que estão buscando crédito. Algumas dessas empresas usam recursos próprios, ou seja, dinheiro deles mesmos ou de grandes investidores que eles têm. Outras, se financiam junto a terceiros, pessoas como você e eu. O investidor pode ainda analisar as opções de investimento, registrar seu interesse e propostas de valores para o financiamento dos pequenos empreendimentos. Vale a pena investir ou tomar empréstimo neles? Em média o peer-to-peer pode ser vantajoso tanto para quem investe quanto para quem pega um empréstimo. Empresas como a Biva, Nexoos e Tutu Digital oferecem uma rentabilidade em média acima desse 6,5% que a Selic oferece. Os retornos para os investidores giram em torno de 15% ao ano, podendo chegar até a 40% (promessas). Por outro lado, para as empresas que tomam o empréstimo, os juros podem sair mais baratos que nos grandes bancos. Esses valores variam em média entre 40% e 80% ao ano. Por mais que ainda seja caro, acaba sendo mais barato do que tomar um crédito pessoal não consignado na pessoa física para colocar dinheiro na empresa. Por exemplo, se você investir R$2.000,00 na Biva, na Nexoos ou em qualquer outra empresa que trabalhe com peer-to-peer o que elas prometem, e vale ressaltar: é uma promessa, não uma garantia, é um rendimento maior do que o tesouro direto por exemplo. Se, no exemplo dado anteriormente, investir no Tesouro Direto rende o equivalente a 10% ao ano, no final do ano esses R$2.000,00 seriam R$2.200,00. Investindo em um modelo de peer-to-peer lending, se o rendimento for de 20% ao ano, ao final de um ano esse mesmo valor inicial se tornaria R$2.400,00. Assim, o que Biva, Nexoos, Kavod, Tutu Digital e outras P2P fazem é rachar a conta. Elas cobram um pouco a menos de quem está tomando o empréstimo e pagam mais para quem está investindo. Peer-to-Peer é confiável? Apesar dos rendimentos superarem o Tesouro Direto, por exemplo, os riscos de investir nas P2P também são maiores. Esse tipo de aplicação não tem garantia, como a do FGC por exemplo. Se quem tomou o empréstimo não pagar, ou der o calote, o prejuízo é compartilhado entre a empresa e a pessoa que investiu, emprestando o dinheiro. Portanto há um risco relativamente alto para quem investe. Quanto melhor for a análise de crédito do tomador do empréstimo efetuada pela empresa, menor o risco para o investidor. Por isso, se você optar por investir em P2P, pesquise bastante e conheça as empresas antes de escolher em qual vai investir. Uma dica é buscar por elas no Reclame Aqui, para avaliar se elas têm zelado pelo investidor com seriedade. Normalmente o montante investido pelo usuário é distribuído entre vários tomadores de empréstimo, justamente para amenizar os efeitos da inadimplência. E aí? Posso tomar meu empréstimo ou investir em P2P? Apesar de o peer-to-peer lending apresentar vantagens, em termos de retorno, tanto para quem investe quanto para quem pega o empréstimo, em se tratando de riscos, o custo para o investidor é muito mais alto. Fazendo uma análise geral, essa é uma modalidade que pode valer mais a pena para quem quer crédito do que para quem quer investir. Essa não é uma aplicação indicada para quem está começando a investir agora. Logo, essa pode ser uma opção rentável de investimento para quem tem um dinheirinho sobrando para aplicar no longo prazo. Mas, algumas ressalvas devem ser feitas. A primeira delas é: coloque o “pé na água”. Vá devagar. Se você nunca fez esse tipo de aplicação pesquise bem as empresas antes. E a segunda é, uma vez colocado o pé na água, faça no máximo uma pequena diversificação do seu portfólio. Não coloque todas as suas reservas para o futuro em uma aplicação com riscos relativamente altos. Já para os empresários, aí sim, recomendamos cotar e, sendo mesmo mais barato, contratar o crédito com eles. Outra recomendação que sempre vale a pena repetir é que só contratem o crédito se for realmente indispensável, pois os custos são altos, mesmo nas P2P. Neste sentido, o planejamento do fluxo de caixa e do capital de giro são essenciais para não ficar refém de bancos, financeiras, factorings ou das Bivas e Nexoos da vida.

Joining us today is Derrick Pendleton. He's a senior digital forensic incident response analyst at Legg Mason in Baltimore. He shares his experience cutting his teeth on security within the federal government, the specific benefits he believes that environment provided, and how he's brought those skills to his work protecting the employees, partners, and customers of Legg Mason, one of the largest asset management firms in the world. We'll get his take on threat intelligence and incident response, as well as his words of wisdom for folks looking to get a start in the security business.

Joining us today is Derrick Pendleton. He’s a senior digital forensic incident response analyst at Legg Mason in Baltimore. He shares his experience cutting his teeth on security within the federal government, the specific benefits he believes that environment provided, and how he’s brought those skills to his work protecting the employees, partners, and customers of Legg Mason, one of the largest asset management firms in the world. We’ll get his take on threat intelligence and incident response, as well as his words of wisdom for folks looking to get a start in the security business.

This episode we discuss emerging markets and why they should be on the radar of investors from Kim Catechis of Legg Mason. We also probe Kim on some of the markets that excite him and why he is so interested in Peruvian banking.

Hi and welcome back to TPI’s podcast, Two Think Minimum. It's Thursday, June 7th, 2018, and I'm TPI Research Fellow, Sarah Oh. Today we're excited to talk with two of the most knowledgeable journalists covering telecom policy, Jonathan Make and David Kaut, from Communications Daily. Jonathan is the editor of Communications Daily and in his spare time is president of the Society of Professional Journalists DC Pro Chapter. He has covered media, business and policy for most of his journalism career. He blogs at medium.com/@makeJDM and tweets @makejdm. David Kaut has been senior editor/reporter at Communications Daily since May of 2015. Before that he was a communications policy analyst at Legg Mason and Stifel Nicolaus from 2001 to 2014 and the telecom media beat reporter at BNA Daily Report for Executives from 1996 to 2001. I am joined today by Scott Wallsten, TPI Senior Fellow and President who will start off our conversation on the never ending story, net neutrality, and the related continuing resolution in Congress and whether Congress will ever get to bipartisan legislation.

Each year investors lose billions to fraudulent activity. Today on the podcast we talk about why and how people fall prey and what steps you can take to stay safe. My guest today is  William M. Francavilla. Bill is a Certified Financial Planner with more than 30 years of experience in the financial services profession. He has worked as an investment advisor and professional trainer for several Fortune 500 companies, and retired from Legg Mason as senior vice president and director of corporate wealth management.  Bill's new book is The Madoffs Among Us: Combat the Scammers, Con Artists, and Thieves Who Are Plotting to Steal Your Money. Within our conversation today we talk about how to easily identify the people who perpetrate these crimes and avoid their deceitful practices. We also cover why it is that smart people fall for these cons.  Bill and I chat about some of the most common scams today and how you can avoid becoming a victim. Here's my conversation with Bill Francavilla, author of The Madoffs Among Us, in episode 319 of Informed Choice Radio.

Michael Mauboussin currently is the Director of Research at BlueMountain Capital, a multi-billion dollar hedge fund and asset manager.  He spent the majority of his professional career thinking and writing about decision making, behavior and complex systems, with long stints at Credit Suisse and nearly a decade alongside Bill Miller at Legg Mason.  Michael has been an Adjust Professor at Columbia Business School for 24 years. Our conversation covers Michael’s early career, the paradox of skill, academic research more favorable to active management, decision-making, optimal size and composition of teams, unsettling features in the market, data analysis in sports, career risk, the Santa Fe Institute, and Michael’s new research on the horizon. Every time I speak to Michael I come away thinking better and feeling smarter, and this time was no exception. For more episodes go to CapitalAllocatorsPodcast.com/Podcast Write a review on iTunes Follow Ted on twitter at @tseides Join Ted’s mailing list at CapitalAllocatorsPodcast.com   Show Notes 1:48 - What was Michael like as a kid 2:26 – How Michael found his way to Wall Street 6:18 – His start as an analyst in consumer and packaged goods 7:52 – Why there are no .400 hitters in active management and the paradox of skill             8:15 – Full House: The Spread of Excellence from Plato to Darwin 14:26 – Why have there been massive flows into index funds over the last 3-4 years 15:44 – Academic research supporting active management             16:09 – Mutual Fund Flows and Performance in Rational Markets             16:25 - On the Impossibility of Informationally Efficient Markets             22:52 - Indexing and Active Fund Management: International Evidence 23:12 – Do these trends also apply in global markets             24:01 - The Mutual Fund Industry Worldwide: Explicit and Closet Indexing, Fees, and Performance 25:22 – What has Michael discovered in his new role at Blue Mountain through his new credit lens             27:49 – Amazon, the world’s most remarkable firm, is just getting started 30:02 – What are some of the lenses that Michael uses when dealing with allocators 35:02 – How does Michael go about interviewing for a team while taking into account their biases             36:19 – The Rationality Quotient: Toward a Test of Rational Thinking 36:37 – Biggest risks in the markets today             37:31 – Banks to Funds: Have Some Leverage With That Deal 39:45 – Liquidity in the markets 41:26 – What’s most interesting to Michael about the merging of data and sports             41:34 – The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing             43:42 – Big Data Baseball: Math, Miracles, and the End of a 20-Year Losing Streak             44:32 – Scorecasting: The Hidden Influences Behind How Sports Are Played and Games Are Won 45:57 – Psychological bias in sports  46:16 - Malcom Gladwell Podcast: The Big Man Can't Shoot 47:23 – Psychological bias in investment management             47:40 – Scott Malpass on Capital Allocators 48:44 – Michael’s work with the Santa Fe institute             53:08 – Scale: The Universal Laws of Growth, Innovation, Sustainability, and the Pace of Life in Organisms, Cities, Economies, and Companies 54:40 – Next big piece of research Michael is working on             57:53 – The End of Theory: Financial Crises, the Failure of Economics, and the Sweep of Human Interaction 57:59 – Should Michael be using his skills elsewhere in the context of a world where so many advocate for just indexing             1:01:36 – Charley Ellis on Capital Allocators 1:02:31 – CLOSING QUESTIONS

Today we stroll down the path that has positioned Gary Stringer as the President, Chief Investment Officer, and co-founder of Stringer Asset Management. His story is rooted deep in the financial industry, having served in roles at Franklin Templeton, Legg Mason, and Morgan Keegan prior to his bold venture into entrepreneurship.  We begin this episode by uncovering early career lessons that have not only provided Mr. Stringer insight about himself, but have also shaped the way he serves his current clients. These initial lessons follow him through his professional journey, and are echoed in the leadership traits he upholds. His “ice on the wing captain” leadership approach, strategic decision-making techniques, and thoughtful team-dynamic considerations have all contributed to the continued success he has earned. Whether you are a seasoned leader or a budding entrepreneur, Stringer's insights and perspectives will add value to your leadership pursuits as well as your business endeavors. Resources:  Gary Stringer Bio: http://stringeram.com/our-team.aspx?type=investments Contact Gary Stringer:  Email: gary.stringer@stringeram.com or info@stringeram.com Phone: (901) 800 – 2956

The "Money Talks" experts answer listeners’ questions on drug maker Teva Pharmaceuticals; banking and investment stocks Voya Financial, Legg Mason, and OneMain Holdings; technology giant IBM, and tax deductions for spousal support.

This week on "Money Talks," Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Tax Manager Dan DiLuzio, C.P.A. They discuss the Consumer Price Index and Consumer Sentiment Survey from last week, Industrial Production, the Fed’s Beige Book, and Atlanta’s possibility of being chosen for Amazon’s second headquarters. Dan shares with the group how victims of disasters can claim a casualty loss on their tax returns. The experts also answer listeners’ questions on drug maker Teva Pharmaceuticals; banking and investment stocks Voya Financial, Legg Mason, and OneMain Holdings; technology giant IBM, and tax deductions for spousal support.

Dale Wettlaufer began his career as a fool, a Motley Fool that is, where he first learned to ply his trade as an analyst. A few years later, he found himself working in the same capacity for a legitimate mutual fund rock star. Today he runs a long/short strategy under his own shingle. In this conversation, Dale discusses what he learned during his time with Bill Miller at Legg Mason and how his value investing discipline has evolved into that which he employs at his new firm, Charlotte Lane Capital. For notes and links related to this episode visit TheFelderReport.com/podcast.

Mary Chris Gay is one of those rare women who made it to the top in the world of finance – rising to become an SVP at Legg Mason where she managed a portfolio of more than $20 billion in assets.  Listen in to hear how she not only survived but thrived in this male dominated industry. If you liked what you heard, please subscribe, rate, and review us on iTunes or Stitcher.   And, share your suggestions with us on Twitter @yrcareeryrterms, Facebook @yourcareeryourterms, or by emailing perry@yourcareeryourterms.com.   For more information, visit yourcareeryourterms.com.

Alan Baum, principal at Baum and Associates, and Bloomberg Intelligence's Anand Srinivasan discuss how the Avis-Waymo and Hertz-Apple partnerships are gathering critical data for a driverless future. Tom Hoops, executive vice president and head of business development at Legg Mason, talks about how active managers have to step it up to remain relevant and how new active ETFs are key to the future. Bloomberg Intelligence's Josh Yatskowitz and Matthew Kanterman discuss Sprint's reported talks with Charter and Comcast on a wireless deal. Finally, Simon Ballard, a global credit strategist at Bloomberg in London, talks about Mario Draghi signaling that the ECB will be paring down its bond buying program.

Professor Ellen Ensher shares her expertise in instigating and developing mentor and protégé relationships.You'll Learn:How Ellen applied mentorship wisdom to double her income in one dayThe real meaning of mentorshipThe two valuable things every protege can provide even the most senior mentorAbout EllenEllen A. Ensher, Ph.D is a Professor of Management at Loyola Marymount University (LMU) in Los Angeles, California and in 2017 received the LMU award for Distinguished Teaching. Ellen is the co-author of Power Mentoring: How Mentors and Protégés Get the Most out of Their Relationships. Dr. Ensher has published over 50 articles/book chapters and consulted to a number of of organizations both domestically and abroad such as Kraft Foods, Legg Mason, Notre Dame University, the Sisters of the Holy Cross, and United States Navy. Recently awarded the Fulbright Specialist award, Ellen will be conducting research in Finland in 2017. Ellen is a LinkedIn Learning Author of two courses on mentoring. Please visitwww.ellenensher.com for mentoring resources and to subscribe to her blog: Discussions on Media, Management, and Mentoring at www.ellenensher.com/blog. You can also follow her on Twitter @ProfEllen. Items Mentioned in this Show:Sponsor: TextExpanderEllen's website: EllenEnsher.comBook: Pre-suasion by Robert CialdiniBook: The Circle by Dave EggersCompany: Center for Creative LeadershipWebsite: Lynda.comView transcript, show notes, and links at https://awesomeatyourjob.com/ep163See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Professor Ellen Ensher shares her expertise in instigating and developing mentor and protégé relationships.   You'll Learn: How Ellen applied mentorship wisdom to double her income in one day The real meaning of mentorship The two valuable things every protege can provide even the most senior mentor   About Eve: Ellen A. Ensher, Ph.D is a Professor of Management at Loyola Marymount University (LMU)  in Los Angeles, California and in 2017 received the LMU award for Distinguished Teaching.  Ellen is the co-author of Power Mentoring: How Mentors and Protégés Get the Most out of Their Relationships. Dr. Ensher has published over 50 articles/book chapters and consulted to a number of of organizations both domestically and abroad such as Kraft Foods, Legg Mason, Notre Dame University, the Sisters of the Holy Cross, and United States Navy. Recently awarded the Fulbright Specialist award, Ellen will be conducting research in Finland in 2017. Ellen is a LinkedIn Learning Author of two courses on mentoring. Please visit www.ellenensher.com for mentoring resources and to subscribe to her blog: Discussions on Media, Management, and Mentoring at www.ellenensher.com/blog.   View transcript, show notes, and links at http://AwesomeAtYourJob.com/ep163

Ben Harrington, former M&A and Markets Editor at The Daily Telegraph, joins Zak Mir to discuss some of the big deals. Today, Ben is talking about the LSE / Deutsche Borse transaction, a potential break up of Unilever and suitors for American fund manager Legg Mason.

In conduzione Luigi Massi. L'analista Massimo Intropido risponde alle domande degli ascoltatori su: Enel, Eni, Credito Valtellinese, Fiera Milano, Maire Tecnimont. Sara Silano, Caporedattore di Morningstar Italy parla dei fondi: Legg Mason, Amundi.

Johns Hopkins University's Center for Innovative Care and Legg Mason recently issued a study titled "Aging and It's Financial Implications: Planning for Housing. Kathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement There are three typical phases during retirement. The: Go Go Years--when you are healthy and active (60s & 70s) Slow Go Years--when you slow down due to health issues (70s & 80s) No Go Years--the late retirement years (80s & beyond) By planning ahead for each of these phases, you can make smarter financial decisons and maintain control over your lifestyle choices. There are five basic housing options for retirees: Aging in place 55+ independent living communities Continued care retirement communities (CCRCs) Assisted living facilities Skilled nursing facilities You can find due diligence worksheets to help you find the option that is right for you at rogerwhitney.com/worksheets  

Moe Abdou, Founder of 33voices, interviews Michael Mauboussin,Chief Investment Strategist of Legg Mason Capital Management.

McDonald's serves up August sales numbers. Legg Mason and Zynga announce big departures.

James Howard Kunstler continues his virtual "walking" tour/commentary of Baltimore, Maryland. In this tour, he inspects the light rail system, the water taxi and market place in historic Fell's Point neighborhood, and a new urbanist-influenced condo-harbor district. He concludes the tour at the Legg Mason building, a particularly bad skyscraper where JHK delivered a breakfast talk recently to a group of community stakeholders. Kunstler considers buildings like this to be a future liability as energy supplies grow scarce. Sponsor: www.cnu18.org

In this episode, I speak with T. Scott from Legg Mason about the development and changes in technology.-Guest: T. Scott, Chief Data Scientist at Legg Mason. -Erick King, is a data mining and predictive analytics expert, who founded The Modeling Agency LLC. -Rosie the robot, does household chores and was introduced as part of the automation race. -AFLAC, is an insurance provider supporting patients to get back on their feet by focusing on recovery and not how to pay bills. -Blade Runner, film explains poor interpretation of AI and a negative mindset in the public domain.