Podcasts about lord abbett

AI Security in High-Risk Sectors In a recent conversation, Alec and I dove into the critical role of AI security, especially in high-risk sectors like healthcare and banking. Alec stressed that AI must be secure and aligned with business strategies while ensuring governance, risk management, regulatory compliance, and cybersecurity remain top priorities. I couldn't agree more—AI in the wrong hands or without proper safeguards is a ticking time bomb. Sensitive data needs protection, and businesses must stay ahead of evolving regulations. We also touched on the growing need for private AI solutions, given the rising threats of cyberattacks like prompt injections. Cybersecurity and AI in Organizations Our discussion expanded into cybersecurity and AI adoption within organizations. Unvetted AI solutions pose significant risks, making internal development and continuous monitoring essential. Alec's company, Artificial Intelligence Risk, Inc., deploys private AI within clients' firewalls, reinforcing security through governance and compliance measures. One key takeaway? Awareness is everything. Many organizations jump into AI without securing their systems first. I was particularly interested in the “aha moments” Alec's clients experience when they see AI-driven security solutions in action. AI Governance and Confidentiality Concerns Alec shared a governance issue where a company implemented Microsoft Copilot—only to discover it unintentionally exposed confidential employee data. This highlighted a major concern: AI needs strict guardrails. Alec advocated for a “belt and suspenders” approach—limiting system access, assigning AI agents to specific groups, and avoiding over-reliance on super users who could inadvertently misuse AI. The lesson? AI governance isn't optional; it's a necessity. AI Applications in Call Centers AI's potential spans across industries, and call centers are a prime example. Alec described a client who leveraged AI to analyze 150,000 call transcripts, leading to a 30% reduction in call length and an additional 30% drop in overall call volume—all thanks to AI-driven website improvements. Beyond customer service, AI is making waves in investment research, analyzing earnings calls and regulatory filings. I even shared a fun hypothetical—using AI to predict the Toronto Blue Jays' performance—proving that AI's applications go beyond business into fields like sports analytics. AI Adoption, Security, and Privacy Wrapping up, Alec and I discussed the double-edged sword of AI adoption. While AI presents massive opportunities, it also comes with security, ethical, and privacy risks. Alec emphasized the need for strong leadership in AI implementation, ensuring data quality remains a top priority. I pointed out that the fear of missing out (FOMO) on AI can lead companies to make reckless decisions—often at the cost of security. Alec's company specializes in AI security solutions that safeguard against data breaches and attacks on Large Language Models, reinforcing the importance of a strategic, security-first approach to AI adoption.   Alec Crawford is Founder & CEO of Artificial Intelligence Risk, Inc., a company that accelerates enterprise Gen AI adoption - safely. He has been working with AI since the 1980's when he built neutral networks from scratch for his Harvard senior thesis. He is a thought leader for Gen AI with a blog at aicrisk.com and podcast called AI Risk Reward. He has more than 30 years of experience on Wall Street with his last role being Partner and Chief Risk Officer for Investments at Lord Abbett. linkedin.com/in/aleccrawford Our Story Dedicated to shaping the future.   At AI Risk, Inc., we are dedicated to shaping the future of AI governance, risk management, and compliance. With AI poised to become a cornerstone of business operations, we recognize the need for software solutions that ensure its safety, reliability, and regulatory adherence. Learn more Our Journey ​ Founded in response to the burgeoning adoption of AI without proper safeguards, AI Risk, Inc. seeks to pioneer a new era of responsible AI usage. Our platform, AIR GRCC, empowers companies to manage AI effectively, mitigating risks and ensuring regulatory compliance across all AI models. ​ Why Choose AI Risk, Inc.? ​ Comprehensive Solutions: We offer an all-encompassing platform for AI governance, risk management, regulatory compliance, and cybersecurity. Expertise: With extensive experience across industries and global regulations, we provide tailored solutions to meet diverse business needs. Futureproofing: As AI regulations evolve, our platform remains updated and adaptable, ensuring businesses stay ahead of compliance requirements. Cybersecurity Focus: Recognizing the unique challenges of AI cybersecurity, we provide cutting-edge solutions to protect against threats and ensure data integrity. ​​ Get Started with AI Risk, Inc. ​ Whether you're a large corporation or a budding startup, AI Risk, Inc. is your partner in navigating the complexities of AI implementation securely and responsibly. Join us in shaping a future where AI drives innovation without compromising integrity or security.

EPISODE SUMMARY Join scientist and mindset & high-performance coach Claudia Garbutt and cybersecurity expert Alec Crawford as they discuss the potential & risks of AI.   In this episode, we talk about: - Cybersecurity & Generative AI - AGI & Quantum Computing - Future-proofing companies   EPISODE NOTES Alec Crawford is the Founder & CEO of Artificial Intelligence Risk, Inc., a company that accelerates enterprise Gen AI adoption - safely.   He is a thought leader for Gen AI with a blog at aicrisk.com and podcast called AI Risk Reward. He has more than 30 years of experience on Wall Street with his last role being Partner and Chief Risk Officer for Investments at Lord Abbett.   Links: www.aicrisk.com https://www.linkedin.com/in/aleccrawford/   ------- Special THANKS to the episode sponsor L-Nutra!   For nutrition technology that was designed for longevity, like the plant-based L-Protein I mentioned, head over to prolonlife.com/wired   ------------   Click this link to listen on your favorite podcast player and if you enjoy the show, please leave a rating & review: https://linktr.ee/wiredforsuccess ------------------   Music credit: Vittoro by Blue Dot Sessions (www.sessions.blue)   -----------------   Disclaimer: Podcast Episodes might contain sponsored content.    

Our conversation outlines the current landscape for fixed income investors as we approach 2025, and where to locate opportunity within the asset class. We also touch on monetary policy, rates and the macro environment. Featured are Kewjin “Kew” Yuoh, Partner, Portfolio Manager with Lord Abbett, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Christopher Gannatti serves as the Global Head of Research at WisdomTree, a leading global financial innovator offering a diverse suite of exchange-traded products. WisdomTree is committed to developing solutions that empower investors, with over 200 employees and $111 billion in assets under management.Christopher began his journey at WisdomTree in December 2010 as a Research Analyst. Demonstrating exceptional skill and leadership, he was promoted to Associate Director of Research in January 2014. In this role, Christopher led various groups of analysts and strategists within the broader Research team.In February 2018, Christopher transitioned to the role of Head of Research for Europe, based in WisdomTree's London office. He spearheaded the full research efforts within the European market and supported the UCITS platform globally. His exemplary performance and strategic vision led to his promotion to Global Head of Research in November 2021. In his current role, Christopher is responsible for global communications on investment strategy, with a particular focus on thematic equity.Before joining WisdomTree, Christopher worked as a Regional Consultant at Lord Abbett for four and a half years. He holds an MBA in Quantitative Finance, Accounting, and Economics from NYU's Stern School of Business (2010) and a bachelor's degree in Economics from Colgate University (2006). Additionally, he is a Chartered Financial Analyst (CFA) designation holder.Support the Show.Follow me on Facebook ⬇️https://www.facebook.com/manuj.aggarwal❤️ ID - Manuj Aggarwal■ LinkedIn: https://www.linkedin.com/in/manujaggarwal/ ■ Facebook: https://www.facebook.com/realmanuj■ Instagram: ...

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

Joseph Graham leads the efforts of Lord Abbett's nvestment Strategist team. This team serves as the client-facing extension of Lord Abbett's Investment team, communicating with institutional clients and prospects regarding asset allocation topics, market environment, current portfolio positioning, and the firm's market outlook. Mr. Graham currently has a focus on high grade and multi-sector fixed income, including convertibles, but also has an extensive background in quantitative tools and equity portfolio management. Mr. Graham joined Lord Abbett in 2015. Prior to joining the firm, he was a Founder and CIO of two quantitative hedge funds: HudsonView Capital Management and Route 3 Capital; an Analyst and Portfolio Manager at Millennium Partners and at LibertyView Capital Management; and an Investment Banking Associate at Morgan Keegan. He has been in the financial services industry since 1999. Mr. Graham earned a BS in finance and philosophy Summa Cum Laude from Washington University and an MBA with Honors from the Wharton School of Business at the University of Pennsylvania. He is also a holder of the CFA® (Chartered Financial Analyst) designation.

In this podcast, Lord Abbett's director of strategic asset allocation offers insights on recent developments in the economy and U.S. Federal Reserve policy—and their implications for investors.

In this podcast, Lord Abbett investment professionals discuss the current market environment, and the factors that inform security selection in opportunistic credit.

Lord Abbett investment leaders discuss the economic and market outlook and provide insight on investment opportunities and risks across key asset classes as 2024 begins.

In this podcast, Lord Abbett Investment Strategist Melanie Coffin discusses key trends in third-quarter earnings, and how the disruptive effects of new weight-loss drugs and artificial intelligence are creating investment opportunities in the innovation space.

Frank T. Timons is the Founder, CEO and CIO of Pier 88 Investment Partners wherein he pioneered the Lake Geneva Strategy which applied a venture capital approach to the small and mid cap public markets. His innovative investment process has identified 50 public portfolio companies which became the subject of a strategic take over by larger industry player or take out by private equity firm. He is regarded as a creative thought leader in the investment industry. Frank has been an investor in disruptive technologies for over two decades, and a mentor to entrepreneurs and executive management teams. Prior to building Pier 88 into a firm with over $500M in AUM, Frank had multiple investment roles at Lord Abbett managing multi-billion dollar portfolios across equities and convertible bonds. Frank was a Research Analyst at Robert W. Baird & Co where he focused on computer infrastructure and network storage. He began his investment career at Sun MicroSystems focusing on venture capital and M&A. Frank holds a B.A. and J.D. from the University of Notre Dame and an M.B.A. from the University of Chicago.

Will Hobbs (Chief Investment Officer) meets Frank Paone (Head of Global Investor Services – non-US at Lord Abbett) and Kewjin Yuoh (Partner at Lord Abbett) to discuss where the recent increase in the appetite for investing in bonds has come from and what investors should know about rising bond duration and yields. To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

This week, Phil and special guest Joseph M. Graham, CFA, Managing Director, Head of Investment Strategist Group at Lord Abbett, discuss trends in the economy with an emphasis on fixed income. 

Vernon Bice, CMT joins Fill the Gap this month!Vernon Bice, CMT is a Portfolio Manager at Lord Abbett, where he is responsible for contributing to the management for the firm's micro-cap growth, small cap growth, mid cap growth and large cap growth strategies. He plays a key role in technical analysis, drawing on his deep experience to provide insights to the portfolio management team. Mr. Bice joined Lord Abbett in 2011. His prior experience includes serving as Portfolio Analyst at Bank of America; Research Analyst at BNY Institutional Asset Management; and Investment Associate at UBS. He has worked in the financial services industry since 2001.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

In this podcast, Lord Abbett experts discuss recent trends in corporate earnings and how they may impact equity market performance

Hear about Lord Abbett's outlook from Mila Skulkina, CFA

In this podcast, Lord Abbett experts explore the different forms of momentum investing, and how they might be used in constructing equity portfolios

Tom O'Halloran, a partner and portfolio manager at Lord Abbett, rejoins the show to talk about why he thinks we might have already hit bottom in the market. The technical picture shows more stocks with characteristics of a bottom and the worst might be over from the Fed. He talks about his process of analysis and covers stocks on his radar including Argenx (ARGX), Insulet (PODD), Cheniere Energy (LNG), Chipotle Mexican Grill (CMG) and Tesla (TSLA). For the video version, visit investors.com/podcast.

In this podcast, Lord Abbett experts go under the hood of recent corporate earnings and their implications for key areas of the equity market

O Fed, Banco Central dos Estados Unidos, está aumentando a taxa de juros em um momento de inflação muito elevada, porém com a economia apresentando bom desempenho. Como, então, conter a inflação sem prejudicar o que vai bem? E como essa política norte-americana afeta os nossos investimentos por aqui? Que oportunidades nos traz? É por isso que convidamos para a conversa desta semana o Luis Filipe Marcelo, Regional Manager da gestora Lord Abbett. A conversa é com o Marcus Sena, Gestor de Funds of Funds da Bradesco Asset, e a apresentação é de Adilson Ferrarezi. Confira !#Rendafixainternacional #rendafixa #lordabbett #bradescoasset #bradesco #inflacao #juros #fed #eua #brasil #politicamonetaria #investimentos

Daria Foster is the retired Managing Partner of Lord, Abbett & Co. LLC. She has more than 40 years of financial services industry experience, more than half of which has been with Lord Abbett. She joined the firm in 1990 as Director of Fixed-Income Marketing and was responsible for establishing the firm's institutional investment business. In 2006, she was elected Director and President of Lord Abbett Mutual Funds, and she was named Managing Partner of Lord Abbett in 2007. Daria is the Chairman of the Board of Trustees of the Alvin Ailey Dance Foundation, serves as the Vice Chair of the New York Philharmonic, and is the Chairman of ReadWorks, a nonprofit organization committed to creating a culture of academic excellence in urban elementary schools.   Daria joins me on The Wow Factor to share her career trajectory from paralegal to CEO at Lord, Abbett & Co. She shares some of the early challenges her job as CEO entailed, how they were balanced by the valuable benefits of working with such a strong supportive team, and why she believes that humility and empathy are the foundation of successful leadership. Daria also shares why she firmly believes that liberal arts form the foundation of a satisfying and rewarding life and how she is fulfilling that aspect of her life now that she has retired from the world of finance.   “If you show your interest, people will be interested in you.” - Daria Foster   “The only reason we're here is for the clients. So everything needs to be done through the lens of the client.” - Daria Foster   “I was so grateful for the opportunities that were given to me and for the people that I worked with.” - Daria Foster   This Week on The Wow Factor: Daria's early involvement in student leadership roles Why Daria opted for a career in finance when she finished college When Daria made the move to work at Lord, Abbett & Co Her experience as the first female CEO of the company Whether Daria feels there was a glass ceiling in finance at that time Why it is essential to be honest when you don't understand something The value of making yourself available and trustworthy because you will ultimately learn more about what's going on Why gratitude is a gamechanger What Daria is doing in her retirement, including her involvement with the Alvin Ailey American Dance Foundation, the New York Philharmonic, ReadWorks, and select organizations in Naples, Florida focusing on education Why understanding how to connect genuinely with others is a key skill for any leader   Daria Foster's Word of Wisdom: Humility and empathy as critical skills for any leader. When you're in a position of leadership, having that sensitivity to others is so important.    Connect with Daria Foster: ReadWorks Website   Connect with The WOW Factor: The WOW Factor Website Connect with Brad Formsma via email Brad Formsma on LinkedIn Brad Formsma on Instagram Brad Formsma on Facebook Brad Formsma on Twitter    

Vernon Bice, a portfolio manager at Lord Abbett, rejoins the show to talk about what feels familiar about the current correction. With a mandate to remain invested, he discusses separating watch lists into hunting versus hiding lists. Bice also shares statistics of past corrections and why it makes him optimistic for the next round of innovation. Finally, a look at sectors like SPDR S&P Biotech ETF (XBI), SPDR Health Care (XLV) and Invesco Solar (TAN). For the video version, visit investors.com/podcast.

Today Phil is joined by Timothy Paulson, an investment strategist with Lord Abbett, to discuss the potential economic impact of the federal reserve interest rate hikes, inflation, the current macroeconomic environment, and potential market outlook.

The Sylvia Brafman Mental Health Center Jaime Blaustein Interview with Sylvia Brafman Mental Health Center CEO Jaime Blaustein #MentalHealth SylviaBrafman #JaimeBlaustein Hi, and welcome to the show! On today's show I have the pleasure of welcoming Co-Founder of The Sylvia Brafman Mental Health Center Mr Jaime Blaustein to talk about mental health, the challenges in overcoming addiction, careers after addiction, and how to understand and manage your emotions. Jaime Blaustein is Co-Founder and CEO of SBMHC. Prior to this role, he was an investment banker at Credit Suisse in its Global Industrials coverage group in New York City. Here he was responsible for advising clients in the basic materials sector on strategic matters, including mergers, acquisitions, divestitures, leveraged buyouts, restructurings and various debt and equity financings. Prior to this role, he worked in institutional sales at Lord Abbett, a mutual fund manager overseeing ~$150 billion in assets under management. Jaime previously worked in wealth management at Morgan Stanley and later Wells Fargo, advising a wide array of clients on investment strategies. Jaime received his undergraduate degree from the University of Michigan and his M.B.A. from Duke University. Jaime is an unapologetic NY Giants, Duke Blue Devils and Michigan Wolverine fan. His interests include fitness, steakhouses, international travel, meditation retreats, and quality time with friends. Jaime is a newly minted resident of Miami, and is actively involved in sponsoring dozens of men in recovery and is beyond excited to marry his business expertise with his passion for helping others make a comeback from the depths of mental illness and addiction. Jaime Blaustein and Ben Brafman are an unlikely duo that founded the Sylvia Brafman Mental Health Center. Brafman followed Blaustein's career success and contacted Blaustein to be the CEO of Sylvia Brafman. After much consideration, Blaustein realized that this was his dream career and a way to truly help others. Blaustein left his life in NYC, moved to Florida, and raised more than $1 million in funding from four outside investors on a $5 million valuation and assembled a team of about 15 professionals, including a medical director, counsellors and nurses. This duo shows that a rare combination of completely different skill sets and experiences can be combined successfully. It's also a great story of second careers and second chances. To learn more about the topics discussed, or to contact Jaime directly, click the link below. Disclosure of Material Connection: This is a “sponsored post.” My Future Business is disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”

This podcast explores how the US opioid crisis plays out at the local level, with repercussions not just on lives lost and healthcare costs, but also US municipal bonds and the cost of local authorities' funding. Leading the discussion are the PRI's Carmen Nuzzo, Head of Fixed Income, and Katherine Ng, Head of Research. They're joined by Eric Friedland, Director of Municipal Research, Lord Abbett, and John Hund, Assistant Professor of Finance, University of Georgia. Interested in the resources discussed in this episode? Opioid abuse affects municipal access to capital: https://www.unpri.org/pri-blog/opioid-abuse-affects-municipal-access-to-capital/8827.article Sub-sovereign debt resources: https://www.unpri.org/investment-tools/fixed-income/sub-sovereign-debt Fixed income resources: https://www.unpri.org/investment-tools/fixed-income PRI academic research: https://www.unpri.org/sustainability-issues/research Find the podcast transcript: https://bit.ly/3Iwl4s6 

In this podcast, a panel of Lord Abbett investment leaders discuss potential opportunities in their asset classes for the coming year

Darnell Azeez has some novel thoughts on inflation and other risks facing investors. Hear from a very insightful portfolio manager at Lord Abbett.

When it comes to retirement, the difficult part is figuring out what retirement plan will work best for you. Many people are afraid to invest their money because they don't know how or where to start. Fortunately, there are lots of options. In today's episode, Rusty and Robyn talk with Brian Dobbis, Director of Retirement Solutions at Lord Abbett.  Having spent 19 years of his professional career carrying out various roles under the retirement umbrella, Brian has lived and breathed retirement.  Being well versed in the industry, he provides clients with smart retirement savings plans tailored to their unique needs. Brian talks with Rusty and Robyn about the ins and outs of Roth IRAs, the best retirement vehicles, and how to save smart for your retirement. Key Takeaways [05:58] - Brian's role at Lord Abbett. [09:15] - How financial advisors help investors prepare for retirement. [11:42] - What you need to know about Roth IRAs. [14:16] - How backdoor Roth IRAs work. [15:28] - How minors can contribute to Roth IRAs. [17:10] - HSAs (Health Savings Accounts): What are they and how do they work. [19:49] - What makes a good financial advisor. Quotes [09:25] - "What I tell the advisors to continue to focus on is taxes. Not only federal and state taxes, but all that I call stealth taxes, all the other things that can impact a retirement account withdrawal." - Brian Dobbis [15:28] - "There is no minimum age to establish a Roth IRA. All that is needed to make a Roth IRA contribution is earned income. We're seeing a lot more teenagers that own businesses. They're entrepreneurial and they're self-employed. As long as they have the earned income, they are eligible to fund a Roth IRA up to the lesser of $6,000 or the amount that they earned for the year." - Brian Dobbis [18:01] - "If you make an HSA contribution, you have a triple tax advantage. You receive a federal and most likely a state tax deduction, your dollars grow tax-deferred, and all your earnings are distributed tax-free for qualified medical expenses." - Brian Dobbis Links  Brian Dobbis on LinkedIn New England Patriots Tampa Bay Buccaneers Dallas Cowboys New York Giants Alive by Pearl Jam American Retirement Association Medicare Reasons to Consider a Roth IRA for Kids Retirement Perspectives: More RMD Changes to Come for 2022 Retirement Perspectives: The Stretch IRA is Not Dead - Yet Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts 3128-OPS-12/16/2021

In this podcast, Lord Abbett experts examine the current inflationary environment, and look to history for potential portfolio responses

Steven Rocco, Co-Head of Taxable Fixed Income at Lord Abbett and Lead Portfolio Manager for the firm's High Yield and Multi Sector fixed income strategies, discusses his positioning for a base case: in the absence of another show-stopping COVID-19 variant ... Read More

Digital technology implementation continues to evolve and the way we interact with social media is transforming too. With all this evolution, it is clear firms not investing time and resources into their social media creation and distribution strategy risk being left behind. Best practices for creating content and social engagement is therefore the topic of today's episode where Twink is joined by Vince Gorgan, Director of Marketing at Lord Abbett and George Owen, Founder & Director of Itch Media. Themes covered in this episode: The starting principles and expectations we should have when planning social content How the industry is evolving and embracing social Best practice for creating and sharing on social What a good creative brief looks like Convincing stakeholders of the merits of social (budgeting & resourcing).  Key considerations when creating content for social channels Introducing the participants: Vince Grogan, Lord Abbett's Director of Marketing, is a 28 year veteran of the financial services industry, with a broad range of clients under his belt across the US and Europe at firms including Merrill Lynch, Goldman Sachs and Oppenheimer Funds. Vince has extensive experience developing and successfully executing integrated marketing strategies spanning digital, content, channel and core marketing. George Owen founded ITCH in 2013, leading a team of filmmakers, animators and editors in delivering content solutions to clients across multiple sectors. Significant growth in the last few years thanks to their results-focused creative executions has seen ITCH create global campaigns for the likes of Ernst & Young, Nestle and Canon. Prior to ITCH, George worked in the wonderful world of reality TV working for the likes of Endemol and the BBC. 

Lord Abbett's Annika Lombardi discusses sustainable finance with Lord Abbett's Co-Head of Taxable Fixed Income and Partner Rob Lee from an investment and personal perspective.

Lord Abbett's Annika Lombardi discusses sustainable finance with Lord Abbett's Co-Head of Taxable Fixed Income and Partner Rob Lee from an investment and personal perspective.

Lord Abbett experts tell why the concept of durable growth is relevant in today’s equity environment—and how it continues to present potential opportunities.

This is the definition of a unicorn presidential election. The policy goals of both candidates will have effects on the financial markets. I am joined by Giulio Martini, a Partner and Director od Strategic Asset Allocation at Lord Abbett to discuss these policies and their effects on the markets.

Lord Abbett investment experts assess key areas of technology in the post-COVID world.

Hello Podcast listeners, Today is a very special episode with Dr. Lewis Altfest, CFA, CFP, CPA, PFS, and CEO of Altfest Personal Wealth Management. Before founding his firm in 1983, Lew was a General Partner and Director of Research for Lord Abbett & Co. He began his career as a research analyst at Wertheim & Co.. He is also an Associate Professor of Finance at the Lubin School of Business at Pace University where he teaches financial planning and investments. He earned his Ph.D. from the Graduate Center of the City Univeristy of New York and his MBA from New York University. In today’s episode we discuss his approach to investing and financial planning and where he finds opportunities today. Enjoy and thanks for the listen!

In this podcast, Lord Abbett’s Dan Solender looks at some of the key trends that could influence the tax-free bond market in the coming year.

In this podcast, Lord Abbett’s Giulio Martini offers some surprising insights on how the U.S. economy might fare in the current period of global uncertainty.

In this podcast, portfolio manager Andrew O’Brien discusses the design of Lord Abbett’s Short Duration Credit strategy.

In this podcast, portfolio manager Matthew DeCicco discusses the principles behind Lord Abbett’s Innovation Growth strategy.

Portfolio manager Steve Rocco discusses Lord Abbett's high yield strategy.

In this podcast, Lord Abbett’s Giulio Martini looks at whether current economic conditions—including an inverted U.S. yield curve—fit the typical pattern that leads to downturns.

This week Vernon Bice of Lord Abbett joined the podcast to discuss the investing process, from balancing volatility to the importance of moving averages. Once you figure out your process, that will help you hold onto winning stocks for the long run. Plus, IBD's Justin Nielsen joins us for analysis of three watchlist stocks: Twitter, HubSpot and Carvana. For the video verison, show notes and charts, visit investors.com/podcast.

This week Tom O’Halloran of Lord Abbett joined us to talk about how we’re still in the early stages of the next technology revolution, meaning there are plenty of opportunities out there for investors. We discuss growth-oriented strategies for finding stocks primed to make big moves, and analyze MercadoLibre, Match Group and ServiceNow.  For the video version, show notes and charts, visit investors.com/podcast.

In this podcast, Lord Abbett municipal bond credit analysts examine the investment landscape for state and local government, airport, and non-profit hospital bonds.

In this podcast, investment strategist Brian Foerster discusses key considerations for growth equity investors—and Lord Abbett’s distinctive approach to the asset class.

Chris & Brian from AMR kick off the hour with some market talk including the China trade deal, tariffs, and more!  They welcome Brian Dobbis, Director-Retirement Solutions, Lord Abbett & Co. to discuss the tax cut & jobs act, the appeal of tax advantaged accounts, tax brackets, health savings accounts(HSA) & more! Listen in! www.LordAbbett.com #lordabbett #China #Roth401K #IRA #HSA #retirement

Investment strategist Brian Foerster discusses key considerations for growth equity investors—and Lord Abbett’s distinctive approach to the asset class.

Puerto Rico Governor Ricardo Rosello discusses the post-hurricane recovery funds being threatened by President Trump, the State of the Union, and the bond restructuring. Dan Solender, Partner and Head of Municipal Bonds at Lord Abbett, and Michelle Kaske, Puerto Rico reporter for Bloomberg, on Puerto Rico winning approval for its plan to restructure more than $17 billion of sales-tax bonds.  William Drewry, Founding Partner at Pursuit Advisory, on how new media companies can't compete with the behemoths like Google and Facebook. Tom Kennedy, Global Head of Fixed Income, J.P. Morgan Private Bank, on bond markets, the Fed and current investment outlook.

With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the U.S. Policy Alpha ETF (PLCY). Mr. Phillips previously worked for Goldman Sachs Asset Management, where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri. Mr. Phillips works in the firm's New York office. Background: How do you think about investing at Eventshares? (What is the effect of Policy on the markets) Government affects everything.  How do you break this down and organize your thinking? Once your themes are established how do you implement your findings into good investment ideas? Onto the 2018-2019 political environment: First, what do we make of the general political environment and the effect of Trump? Second, what is the current thinking on the midterms? Onto the specific policy themes that affect investments: Policy themes outlined by Ben: Trade: "Trade continues to be the biggest potential headwind to the market. We expect headline volatility to linger, as markets attempt to decipher if Trump is bluffing on tariffs. While negotiations play out, we prefer to hold U.S. focused companies with minimal foreign currency exposure." Immigration: "Border arrests trended down in 2017 after Trump assumed office pledging an immigration crackdown. However, 2018 border arrests are increasing as the administration doubles down on its agenda and strengthens border enforcement. We expect this to impact U.S.-Mexico relations and be a defining issue in the midterm elections." Trucking: "Electronic logging devices (ELDs) continue to be implemented, which we believe will slow trucker productivity. In our view, ELDs are compounding a driver shortage, which will force trucking companies to increase compensation and turn down freight. We prefer to own asset-light companies with exposure to the spot freight market, as well as companies involved in the intermodal and rail markets." Defense: "The FY 2019 appropriations process is underway in Washington D.C. We continue to expect companies involved in the defense industry to grow their revenues over the upcoming years due to the long lead time of defense contracts and the added tailwind from foreign demand. In our view, aircraft manufacturers and shipbuilders are best positioned to benefit from increased spending." Refining Spreads: "The U.S. energy boom continues to redefine the energy market. Drilling companies in the Permian Basin are extracting record amounts of oil, but pipeline capacity issues mean not all of it is moving out of the area. Trucking shortages (see above) are exacerbating the issue, causing some drillers to sell at the local Midland spot price to refining companies. The refining companies may then be able to capture the spread by selling the oil at WTI or Brent benchmark prices." Financial Deregulation: "The Trump administration continues to focus efforts on dismantling the Consumer Financial Protection Bureau (CFPB), which is responsible for consumer protection in the financial sector. In our view, this will continue to benefit specialty finance companies, non-traditional lenders, and select regional banks." Healthcare: "The Affordable Care Act (ACA) continues to be a long-tail policy. After years of fighting the ACA, Republicans appear slightly more willing to expand Medicaid and Medicare, but only under their terms. While risk reduction payments were recently in the headlines after a New Mexico court ruling, we don’t believe they will be stopped under the ACA. In our view, these two items will help stabilize the insurance exchanges and insur...

With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the U.S. Policy Alpha ETF (PLCY). Mr. Phillips previously worked for Goldman Sachs Asset Management, where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri. Mr. Phillips works in the firm's New York office. Background: How do you think about investing at Eventshares? (What is the effect of Policy on the markets) Government affects everything.  How do you break this down and organize your thinking? Once your themes are established how do you implement your findings into good investment ideas? Onto the 2018-2019 political environment: First, what do we make of the general political environment and the effect of Trump? Second, what is the current thinking on the midterms? Onto the specific policy themes that affect investments: Policy themes outlined by Ben: Trade: "Trade continues to be the biggest potential headwind to the market. We expect headline volatility to linger, as markets attempt to decipher if Trump is bluffing on tariffs. While negotiations play out, we prefer to hold U.S. focused companies with minimal foreign currency exposure." Immigration: "Border arrests trended down in 2017 after Trump assumed office pledging an immigration crackdown. However, 2018 border arrests are increasing as the administration doubles down on its agenda and strengthens border enforcement. We expect this to impact U.S.-Mexico relations and be a defining issue in the midterm elections." Trucking: "Electronic logging devices (ELDs) continue to be implemented, which we believe will slow trucker productivity. In our view, ELDs are compounding a driver shortage, which will force trucking companies to increase compensation and turn down freight. We prefer to own asset-light companies with exposure to the spot freight market, as well as companies involved in the intermodal and rail markets." Defense: "The FY 2019 appropriations process is underway in Washington D.C. We continue to expect companies involved in the defense industry to grow their revenues over the upcoming years due to the long lead time of defense contracts and the added tailwind from foreign demand. In our view, aircraft manufacturers and shipbuilders are best positioned to benefit from increased spending." Refining Spreads: "The U.S. energy boom continues to redefine the energy market. Drilling companies in the Permian Basin are extracting record amounts of oil, but pipeline capacity issues mean not all of it is moving out of the area. Trucking shortages (see above) are exacerbating the issue, causing some drillers to sell at the local Midland spot price to refining companies. The refining companies may then be able to capture the spread by selling the oil at WTI or Brent benchmark prices." Financial Deregulation: "The Trump administration continues to focus efforts on dismantling the Consumer Financial Protection Bureau (CFPB), which is responsible for consumer protection in the financial sector. In our view, this will continue to benefit specialty finance companies, non-traditional lenders, and select regional banks." Healthcare: "The Affordable Care Act (ACA) continues to be a long-tail policy. After years of fighting the ACA, Republicans appear slightly more willing to expand Medicaid and Medicare, but only under their terms. While risk reduction payments were recently in the headlines after a New Mexico court ruling, we don’t believe they will be stopped under the ACA. In our view, these two items will help stabilize the insurance exchanges and insur...

This week, Michael Radziemski joins Anthony and James on the podcast to discuss tech evolutions taking place in financial markets. Radziemski has 30 years of experience in the industry, with stints at Bankers Trust, Citigroup and Lord Abbett, where he was chief information officer from 2003 to 2016. 1:30 Radziemski looks at the problem of convenience overshadowing need in technology. 4:00 How has the industry evolved in his time as a technologist? 6:30 How do you take advantage of new tools such as machine learning without creating spaghetti infrastructures—and where do firms tend to fail when implementing new technologies? 10:30 The industry’s infrastructure isn’t up to snuff, according to Radziemski, but that’s also helping to drive public cloud infrastructure adoption. 13:00 How has the public cloud space evolved? 18:30 What skills do developers need to have in today’s environment? 22:45 Radziemski’s predictions for the top three trends in 2018: Robotic process automation; Machine learning; Public cloud adoption.

Suggested outside reading: The Index Card: https://news.uchicago.edu/article/2016/01/04/new-book-presents-personal-finance-advice-10-simple-rules Rise of the ETFs: https://www.bloomberg.com/features/2016-etf-files/ Follow me: PhDrinking@gmail.com, @PhDrinking, @SadieWit Follow Sam Hempel: @samhempel, https://www.johnson.cornell.edu/Programs/PHD-Program/Current-Students?id=sjh296 Thanks to www.bensound.com/ for the intro/outro Thanks to @TylerDamme for audio editing Disclosure: Sam Hempel wishes to disclose his holdings in Vanguard funds (VFTSX, VOO, VDC, VDE, BND, VNQ, VWO, VMBS) and a Lord Abbett fund (VFTSX). He also wishes to disclose a one-share holding of PepsiCo (PEP). The material discussed is provided for informational purposes only, and listeners are solely responsible for doing their own due diligence before engaging in any investing or trading activity.

Bob Eisenbeis, vice chairman and chief monetary economist at Cumberland Advisors and the former director of research at the Atlanta Fed, previews what to expect from the Fed and gives an outlook for rate hikes. Anna Edney, a Bloomberg health-care reporter, says the American Health Care Act is taking a hit with CBO's dire estimates. Dan Solender, the lead money manager of municipal bonds at Lord Abbett, discusses Puerto Rico's oversight board decision to approve the governor's debt plan. Finally, Rob Barnett, a senior energy policy analyst at Bloomberg Intelligence, discusses how a Trump tax cut could save oil drillers billions of dollars.