Podcasts about manager research

Cash is no longer king — but where can discerning investors redeploy with confidence? Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches. We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts. If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen. Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.See omnystudio.com/listener for privacy information.

Bonds: They're often known as the “boring” part of a portfolio, but they serve a critical purpose in helping investors manage risk and generate steady returns. And we have questions: With interest rates rising and the economy in flux, is now a good time to invest in bonds? How do inflation and the Federal Reserve's decisions impact bond yields? And should you buy individual bonds or stick to bond funds? In this episode, we're joined by Eric Jacobson, Director of Manager Research at Morningstar, to break down everything you need to know about bonds in 2025. We're going back to basics — and by the end of this episode, you'll know exactly how bonds should fit into your financial plan. Looking for more financial confidence?

In this episode of Fund Selectors, host Lucy Walker speaks with Shakhista Mukhamedova, Head of Global Manager Research Europe at RBC Brewin Dolphin. Shakhista shares insights from her unique career path, starting in structured products before moving into fixed income and alternatives. The discussion explores the evolution of fund research, the challenges of professionalising manager selection, and the importance of investment philosophy and behavioural analysis in fund research. Shakhista also reveals how her team distils complex information to identify high-conviction fund managers and why gut instinct can sometimes be as crucial as data. Plus, she shares her favourite book recommendations and discusses the behavioural biases fund selectors need to overcome.10:15Lucy[0:03] – Introduction by Lucy Walker[0:22] – Guest introduction: Shakhista Mukhamedova's career path into fund research[1:40] – How Shakhista became interested in markets and investing[5:09] – Career journey at RBC Brewin Dolphin: from structured products to fund selection[9:54] – Expanding into infrastructure, property, and alternatives[13:02] – Leading a global manager research team: defining the team's purpose[17:02] – Evolution of manager research: from informal selection to professionalisation[22:31] – The four pillars of fund research: people, philosophy, process, and performance[23:45] – Why investment philosophy is often overlooked but crucial[26:08] – The importance of understanding behavioural finance in fund research[31:38] – When a fund “feels” wrong: the role of gut instinct in research[37:01] – How Shakhista's team collaborates across asset classes and investment solutions[40:23] – Refining the due diligence questionnaire: from 50 pages to a distilled focus[47:00] – Why Brewin Dolphin reduced its recommended fund list to high-conviction picks[51:35] – Book recommendation[57:22] – A past fund research mistake and lessons learned[1:04:26] – Shakhista's question for the next guest

#285 IWC Schaffhausen | Zeit für Innovation | Dr. Lorenz Brunner | Department Manager Research & InnovationWie ein Materialwissenschaftler die Zukunft der Luxusuhren schmiedetIn dieser faszinierenden Episode des Startcast Podcasts taucht Host Max Ostermeier in die Welt von Dr. Lorenz Brunner ein, dem Department Manager Research & Innovation bei IWC Schaffhausen. Von seinen Anfängen als Werkstoffingenieur an der ETH Zürich bis hin zur Revolutionierung der Luxusuhrenwelt - Lorenz teilt seine außergewöhnliche Reise mit einer Begeisterung, die ansteckend ist.Höre, wie Lorenz den Spagat zwischen Wissenschaft und Handwerkskunst meistert. Als ehemaliger Gastforscher am National Institute of Standards and Technology (NIST) und jetziger Innovationstreiber bei IWC bringt er frischen Wind in die oft als traditionell geltende Uhrenindustrie. Erfahre, wie seine Leidenschaft für Materialforschung zur Entwicklung bahnbrechender Technologien wie Ceratanium® führte - ein Material, das die Vorteile von Titan und Keramik vereint.Tauche ein in Lorenz' Gedankenwelt, wenn er über die Herausforderungen bei der Entwicklung leuchtender Keramikuhren oder der Schaffung des präzisesten Mondphasenmoduls der Welt spricht. Wie schafft er es, die Grenzen des technisch Machbaren immer weiter zu verschieben und dabei die DNA von IWC zu bewahren?Diese Episode ist ein Muss für jeden Uhrenliebhaber und Technik-Enthusiasten. Lorenz teilt exklusive Einblicke in die Zusammenarbeit mit dem Deutschen Zentrum für Luft- und Raumfahrt (DLR) und erklärt, wie die Entwicklung von Uhrengehäusen aus keramischem Faserverbundwerkstoff (CMC) sogar zur Verbesserung von Satellitenantriebssystemen beiträgt.Lass dich inspirieren von Lorenz' unermüdlichem Forscherdrang und seiner Vision, die Uhrmacherkunst ins 21. Jahrhundert zu katapultieren. Erfahre, wie er und sein Team 22 Billionen Kombinationen von Zahnrädern durchrechneten, um den ersten säkularen ewigen Kalender zu erschaffen - eine Uhr, die theoretisch für die nächsten 11.700 Jahre genau geht.Von der Entwicklung farbiger Keramiken für die "Top Gun"-Kollektion bis hin zur Schaffung eines revolutionären Stoßabsorptionssystems - diese Episode bietet dir einen ungeschminkten Blick hinter die Kulissen der Uhreninnovation.Schnall dich an für eine Achterbahnfahrt durch die Höhen und Tiefen einer der faszinierendsten Karrieren der Schweizer Uhrenindustrie. Lorenz nimmt kein Blatt vor den Mund, wenn er über seine Visionen, Herausforderungen und die Zukunft der Zeitmessung spricht.Diese Episode ist deine Chance, einen der innovativsten Köpfe der Branche hautnah zu erleben. Tauche ein in Dr. Lorenz Brunners Welt, wo Wissenschaft auf Handwerkskunst trifft und jede Uhr eine technologische Meisterleistung ist. Lass dich von seiner Energie und seinem Innovationsgeist mitreißen und entdecke, was es wirklich bedeutet, die Zeit neu zu definieren.Citations:[1] https://ch.linkedin.com/in/lorenz-brunner-2419a7193[2] https://chapter.digital/aus-gemeinsamem-antrieb/[3] https://press.iwc.com/de/iwc-and-dlr-fibre-reinforced-ceramics-watch-cases-and-new-applications-in-space-de/[4] https://www.xing.com/profile/Lorenz_Brunner[5] https://www.google.de/policies/faq[6] https://www.watchtime.net/brands/iwc/iwc-ceralume-lewis-hamilton[7] https://www.leaders-network.de/veranstaltungen/details/online-rundgang-spektakulaerer-blick-hinter-die-kulissen-des-iwc-schaffhausen-manufakturzentrums-design-zum-greifen-nah[8] https://www.watchonista.com/articles/interviews/behind-scenes-iwcs-lorenz-brunner-birth-portugieser-eternal-calendar[9] https://open.spotify.com/episode/2bm0D4Qi1Qcks7H1IzteDl[10] https://www.iwc.com/en/journal/continued-innovation.html Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

Our guest this week is Charlie Dreifus. Charlie is portfolio manager of the Royce Special Equity Funds, highly regarded by Morningstar's Manager Research team. Charlie was named Fund Manager of the Year by Morningstar in 2008 for his work on the Small-Cap Value US Equity Strategy, which he began running in 1998 after portfolio management stints at Lazard and Oppenheimer. Charlie's investment career began in 1968. He holds degrees from City College of New York and Baruch College.BackgroundBioRoyce Small-Cap Special Equity InvestmentSteven McBoyle, co-portfolio managerSmall-Cap Value“Small-Cap Funds Are More Promising Than They Have Been in Years. Here Are the Ones to Buy,” by Lewis Braham, Barrons.com, Oct. 11, 2023.“Why Value Veteran Charlie Dreifus Balks at Banks and Favors the Rust Belt,” by John Coumarianos, citywire.com, April 21, 2022.OtherChuck RoyceAbraham Briloff“A Conversation With Investing Legend Charlie Dreifus,” Interview with Russ Kinnel, Morningstar.com, Aug. 14, 2020.Public Company Accounting Oversight BoardTim Hipskind“Irving Kahn, Oldest Active Wall Street Investor, Dies at 109,” by Sam Roberts, nytimes.com, Feb. 26, 2015.

#256 IWC Schaffhausen x DLR | Von Uhren zum Weltraum | Dr. Lorenz Brunner | Department Manager Research & InnovationWie IWC und DLR die Grenzen zwischen Luxusuhren und Raumfahrttechnologie verwischenTauche ein in die faszinierende Welt der Hochleistungskeramik mit Dr. Lorenz Brunner, dem brillanten Kopf hinter IWCs Innovationsabteilung, in dieser bahnbrechenden Spezialfolge des Startcast Podcasts. Host Max von Rocka Studio entlockt dem leidenschaftlichen Department Manager für Research and Innovation bei IWC Schaffhausen exklusive Einblicke in eine der spannendsten Kooperationen zwischen Luxusuhrenindustrie und Raumfahrttechnologie.In diesem fesselnden Gespräch enthüllt Dr. Brunner:- Wie aus einer kühnen Vision die ersten Uhrengehäuse aus keramischem Faserverbundwerkstoff (CMC) entstanden- Warum die Zukunft der Raumfahrt in Materialien liegt, die ursprünglich für Luxusuhren entwickelt wurden- Wie IWC und das Deutsche Zentrum für Luft- und Raumfahrt (DLR) gemeinsam die Grenzen des technisch Machbaren verschieben- Weshalb ein Uhrengehäuse der perfekte Testkandidat für Weltraummaterialien istErfahre aus erster Hand, wie Dr. Brunner und sein Team bei IWC:- Die komplexe Herstellung von CMC-Gehäusen meistern, von der Kohlenstofffaser bis zur Siliziumkarbid-Keramik- Den Spagat zwischen Luxus und Hochleistungstechnologie schaffen- Eine Vision von interdisziplinärer Forschung in die Realität umsetzen- Die Uhrenindustrie als Innovationstreiber für die Raumfahrt etablierenHighlights der Episode:- Einblicke in den hochkomplexen Herstellungsprozess von CMC-Gehäusen, von der Kurzfaser-Presstechnologie bis zur Diamantbearbeitung- Die Magie der Interdisziplinarität: Wie Uhrmacher und Raumfahrtingenieure voneinander lernen- Exklusive Details zur Big Pilot's Watch AMG G 63 - der ersten IWC-Uhr mit CMC-Gehäuse- Die Zukunft der Materialforschung: Was uns in den nächsten Jahren an Innovationen im All und am Handgelenk erwartetOb du Uhren-Enthusiast, Technik-Nerd oder einfach nur neugierig auf die Schnittstelle zwischen Luxus und Wissenschaft bist – diese Episode bietet dir einen exklusiven Blick hinter die Kulissen einer der faszinierendsten Forschungskooperationen unserer Zeit. Erlebe, wie Dr. Lorenz Brunner komplexe materialwissenschaftliche Konzepte in greifbare Innovationen übersetzt und dabei die Grenzen zwischen Erde und Weltraum verschwimmen lässt.Schalte ein und lass dich von Dr. Brunners ansteckender Begeisterung für Hochleistungskeramik mitreißen. Seine Erkenntnisse könnten die Art und Weise, wie wir über Luxusuhren und Raumfahrttechnologie denken, für immer verändern – vielleicht bist du der Nächste, der die Revolution am Handgelenk trägt!Bonus: Erfahre, warum Dr. Brunner glaubt, dass die Zukunft der Innovation in der Verschmelzung scheinbar unvereinbarer Disziplinen liegt und wie IWC dazu beiträgt, diese Vision Wirklichkeit werden zu lassen. Von der ersten Skizze bis zum Einsatz im All – Dr. Brunner teilt offen seine Learnings und zeigt, dass erfolgreiche Forschung vor allem eines bedeutet: den Mut zu haben, über den Tellerrand zu blicken und Grenzen zu überwinden.Diese Episode ist dein Schlüssel zur Welt der Hochleistungsmaterialien, präsentiert von einem der innovativsten Köpfe der Schweizer Uhrenindustrie. Verpasse nicht die Chance, von Dr. Lorenz Brunner zu lernen und vielleicht deine eigene interdisziplinäre Revolution zu starten. Denn wie die Zusammenarbeit zwischen IWC und DLR beweist: Mit der richtigen Vision kann eine Luxusuhr nicht nur die Zeit anzeigen, sondern auch die Zukunft gestalten! Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

#256 IWC Schaffhausen x DLR | Von Uhren zum Weltraum | Dr. Lorenz Brunner | Department Manager Research & InnovationWie IWC und DLR die Grenzen zwischen Luxusuhren und Raumfahrttechnologie verwischenTauche ein in die faszinierende Welt der Hochleistungskeramik mit Dr. Lorenz Brunner, dem brillanten Kopf hinter IWCs Innovationsabteilung, in dieser bahnbrechenden Spezialfolge des Startcast Podcasts. Host Max von Rocka Studio entlockt dem leidenschaftlichen Department Manager für Research and Innovation bei IWC Schaffhausen exklusive Einblicke in eine der spannendsten Kooperationen zwischen Luxusuhrenindustrie und Raumfahrttechnologie.In diesem fesselnden Gespräch enthüllt Dr. Brunner:- Wie aus einer kühnen Vision die ersten Uhrengehäuse aus keramischem Faserverbundwerkstoff (CMC) entstanden- Warum die Zukunft der Raumfahrt in Materialien liegt, die ursprünglich für Luxusuhren entwickelt wurden- Wie IWC und das Deutsche Zentrum für Luft- und Raumfahrt (DLR) gemeinsam die Grenzen des technisch Machbaren verschieben- Weshalb ein Uhrengehäuse der perfekte Testkandidat für Weltraummaterialien istErfahre aus erster Hand, wie Dr. Brunner und sein Team bei IWC:- Die komplexe Herstellung von CMC-Gehäusen meistern, von der Kohlenstofffaser bis zur Siliziumkarbid-Keramik- Den Spagat zwischen Luxus und Hochleistungstechnologie schaffen- Eine Vision von interdisziplinärer Forschung in die Realität umsetzen- Die Uhrenindustrie als Innovationstreiber für die Raumfahrt etablierenHighlights der Episode:- Einblicke in den hochkomplexen Herstellungsprozess von CMC-Gehäusen, von der Kurzfaser-Presstechnologie bis zur Diamantbearbeitung- Die Magie der Interdisziplinarität: Wie Uhrmacher und Raumfahrtingenieure voneinander lernen- Exklusive Details zur Big Pilot's Watch AMG G 63 - der ersten IWC-Uhr mit CMC-Gehäuse- Die Zukunft der Materialforschung: Was uns in den nächsten Jahren an Innovationen im All und am Handgelenk erwartetOb du Uhren-Enthusiast, Technik-Nerd oder einfach nur neugierig auf die Schnittstelle zwischen Luxus und Wissenschaft bist – diese Episode bietet dir einen exklusiven Blick hinter die Kulissen einer der faszinierendsten Forschungskooperationen unserer Zeit. Erlebe, wie Dr. Lorenz Brunner komplexe materialwissenschaftliche Konzepte in greifbare Innovationen übersetzt und dabei die Grenzen zwischen Erde und Weltraum verschwimmen lässt.Schalte ein und lass dich von Dr. Brunners ansteckender Begeisterung für Hochleistungskeramik mitreißen. Seine Erkenntnisse könnten die Art und Weise, wie wir über Luxusuhren und Raumfahrttechnologie denken, für immer verändern – vielleicht bist du der Nächste, der die Revolution am Handgelenk trägt!Bonus: Erfahre, warum Dr. Brunner glaubt, dass die Zukunft der Innovation in der Verschmelzung scheinbar unvereinbarer Disziplinen liegt und wie IWC dazu beiträgt, diese Vision Wirklichkeit werden zu lassen. Von der ersten Skizze bis zum Einsatz im All – Dr. Brunner teilt offen seine Learnings und zeigt, dass erfolgreiche Forschung vor allem eines bedeutet: den Mut zu haben, über den Tellerrand zu blicken und Grenzen zu überwinden.Diese Episode ist dein Schlüssel zur Welt der Hochleistungsmaterialien, präsentiert von einem der innovativsten Köpfe der Schweizer Uhrenindustrie. Verpasse nicht die Chance, von Dr. Lorenz Brunner zu lernen und vielleicht deine eigene interdisziplinäre Revolution zu starten. Denn wie die Zusammenarbeit zwischen IWC und DLR beweist: Mit der richtigen Vision kann eine Luxusuhr nicht nur die Zeit anzeigen, sondern auch die Zukunft gestalten! Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Fund Selectors Podcast, host Lucy Walker interviews Hannah Evans, Head of Manager Research at Omnis Investments. The conversation centres around fund idea generation, manager selection, and the processes Hannah's team undertakes when overseeing £11 billion of assets across various mandates. Key themes include the meticulous approach to filtering managers, adapting processes to each search, and the importance of transparency from asset managers. The episode highlights the challenges of balancing fund and manager oversight, navigating manager transitions, and Hannah's focus on building long-term, sustainable relationships with managers. Timestamps: 0:04 - Introduction by Lucy Walker 0:23 - Guest introduction: Hannah Evans 3:04 - Hannah's journey into fund research 5:00 - Meeting with fund managers 7:00 - Managing Omnis' funds 10:07 - The unpredictability of manager changes 12:24 - Conducting a recent manager search at Omnis 16:30 - Filtering down over 300 fund candidates 19:00 - The “RFP light” process for narrowing down managers 23:39 - Importance of consistent process and long-term conviction 30:06 - Identifying key person risk in fund managers 37:00 - Feedback to asset managers: honesty is key 49:05 - Closing remarks on fund selection

Fiduciary's Head of Manager Research and Due Diligence, Harison Sidhu, CFA. discusses how Fiduciary identifies quality managers, our views on active vs. passive management, and how we monitor managers and what factors cause us to change a manager.    Watch the video with closed captions here. 

And we are thrilled to have with us today two fabulous investors in global equities. David Herro is here from Harris Associates. He is a longtime portfolio manager at Oakmark International and Oakmark International Small Cap. Rajiv Jain, to David's left, is here from GQG Partners, which he founded in 2016. Both of these gentlemen have strategies that are rated Gold by Morningstar's Manager Research team. So, we're really excited to have them here and to dig into international investing and the case for international investing.BackgroundDavid Herro BioOakmark International InvestorOakmark International Small Cap InvestorRajiv Jain BioGQG Partners Global Quality EquityGQG Partners Emerging Markets EquityInternational Funds, Interest Rates, and More“Going Where the Value Is Greater: International Equities,” by David Herro, oakmark.com, Jan. 4, 2024.“Bloomberg Interview: Rajiv Jain Spotlights Nvidia, Discusses Elections, India's Potential, and China,” GQG.com, June 11, 2024.“Fund Manager Rajiv Jain Takes $2.8bn Bet on Middle Eastern Stocks,” by Jennifer Hughs and Brooke Masters, ft.com, Jan. 14, 2024.“The Harrowing Story of a Top Manager's Biggest Investing Mistake,” by Gregg Wolper, Morningstar.com, Aug. 30, 2023.“David Herro's 1st-Quarter International Equity Market Commentary: Granolas, Japan, and Crypto—Why We Don't Chase Momentum,” by Sydnee Gatewood, gurufocus.com, April 9, 2024.“Billionaire Fund Manager Griffin Predicts Fed Rate Cuts in 2024,” by Dan Weil, thestreet.com, May 7, 2024.“Jamie Dimon—Head of US' Largest Bank—Warns of 8% Interest Rates Along With Recession,” by Derek Saul, forbes.com, April 8, 2024.

Fund buyers know investing is more of an art than a math equation.  Not convinced? After listening to this interview with Doug Huber, VP of Investment Strategy at Wealth Enhancement Group, you will be.  Get a glimpse inside the mind of an allocator in part 3 of our Ask an Allocator series, where Stacy and Doug discuss:  His Backstory – from car fanatic and aspiring engineer to earning a dual degree in finance and economics and becoming an $83B Investment StrategistRed flags that drive allocators away (even if you have an impressive track) Why he analyzes boutiques very differently than he does big firms – and the importance of conveying your value as a partner, NOT the perfect investor  About Doug Huber:  Doug leads the firm's Investment Strategy Group, which consists of three teams focused on external manager research (across both traditional and alternative investment strategies), fundamental equity research, and fixed-income research. He joined Wealth Enhancement Group in 2021 through the North American Management merger, where he was the Director of Manager Research. Before joining North American Management, he was a Senior Research Analyst at Federal Street Advisors, where he led the alternative investment program. Doug is an avid golfer and lives in Lincoln, MA with his wife and two children.Resources Mentioned in This Episode: Songs: AC/DC - Thunderstruck, Billy Squier - Lonely Is The Night Book: I Love Capitalism! by Ken Langone  - - -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

Today on the show, we are joined by special guest Danielle LeClair. Danielle is the Director of Manager Research at Morningstar Canada. Morningstar has been providing ratings to help investors find top-performing ETFs and Mutual Funds since 1985. Danielle deep dives into Morningstar's methods and processes when it comes to determining star and medalist ratings. She also explains the importance of having a Canadian research team on the ground. Danielle explains how Canada is a different market with different nuances. She says the team can adapt global methodologies to suit Canadian market's nuances, such as regulatory differences and currency considerations. Danielle also explains how Morningstar determines qualitative ratings. She says it's based on three pillars – people, process and parent.  Price is also factored into the rating and is evaluated relative to similar funds, as well as passive index funds because they are a competitor to active management. With medalist ratings, Danielle says the team analyze both quantitative and qualitative aspects of a fund and compares relative to peers. Recorded on May 7, 2024. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the third year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2023 Environics' Advisor Digital Experience Study.

Get a glimpse inside the mind of an allocator in part 1 of our Ask an Allocator series. Today, you'll hear from Bill Harding, CIO of Jackson National, with $29.8B directly managed fund-of-fund assets.  Listen in as Bill and Stacy discuss:Bill's Backstory - from a financial analyst at a cheese manufacturer to CIO at Jackson NationalWhat it takes for a fund manager to win his nod of approval when pitching a partnershipWhy past performance isn't the whole story when allocators are on the huntThe hard-hitting questions you can expect fund buyers to ask (spoiler alert: it's not quantitative!). About Bill Harding: Bill joined JNAM as Head of Investment Management in October 2012, andoversees the asset allocation and portfolio construction process, sub-adviser monitoring, and manager research. He was previously Head of Manager Research for Morningstar Inc.'s Investment Management division and has more than 20 years of experience in portfolio management, asset allocation, and manager research while working at JNAM, Morningstar and Leprino Foods Company. Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA charterholder.Resources Mentioned in This Episode: Songs: Enter Sandman - MetallicaBooks: On Fire by John O'Leary

In episode 9 of the Alternative Allocations podcast series, Tony sat down with Patrick McGowan of Sanctuary Wealth, to discuss the importance of educating advisors on alternative asset classes. Patrick shared his thoughts on structure versus strategy as well as the importance of conducting due diligence. Patrick McGowan is a Managing Director, Head of Manager Research and Alternative Investments at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Mr. McGowan joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco's CalSTRS SMA and a fund-of-funds. Prior to Invesco, Mr. McGowan was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Mr. McGowan was a Senior Director at AI Insight, supporting RIAs and wealth management firms' alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Mr. McGowan started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President. Mr. McGowan earned a bachelor's degree from Vanderbilt University in Nashville, TN. He holds FINRA Series 7 and 63 registrations.     Home | Sanctuary Wealth Patrick McGowan | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Join us for an insightful exploration into sustainable investing with our special guest, Danielle LeClair from Morningstar Canada. As the Director of Manager Research, Danielle brings invaluable expertise to our discussion, delving into the latest trends and challenges in the sustainable funds market. Together, we'll tackle burning questions about selecting the right sustainable fund and assessing its potential returns, offering essential guidance for aligning values with investment choices.Don't forget to hit that SUBSCRIBE button! ----------------------------------------------GUEST LINKS & RESOURCES: https://www.morningstar.com/en-ca/lp/sustainable-investing-landscapeLEARN MORE ABOUT BMO ETFS (SPONSOR): https://www.bmo.com/main/personal/investments/etf/------------------------------------------------Saijal Patel, CFA, is a former CNBC and BNN journalist and passionate financial wellness advoacate. She's bringing Strictly Money directly to you via YouTube, Apple Podcasts, Spotify and whereever you get your podcasts. Connect on LinkedIn: https://www.linkedin.com/company/saij-elle/Follow on X: https://twitter.com/strictlymoneytvGet in touch: https://saijelle.com/contact-us/Join Saij Elle's FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/Join Saij Elle's FREE Money Masterclass for Women: https://courses.saijelle.com/master-class/

Our guest this week is Sonali Pier. Sonali is a managing director and portfolio manager at Pimco, a global leader in fixed-income investing based in Newport Beach, California. Sonali is lead manager for the Pimco Diversified Income Fund, which carries a Gold rating from Morningstar, and she comanages a number of other strategies, including Pimco High Yield and two ETFs. She serves on various committees at Pimco, and she was honored early in her career as a Rising Talent by Morningstar's Manager Research team. Prior to joining Pimco, Sonali was a senior credit trader at J.P. Morgan. She has a bachelor's in economics from Princeton.BackgroundBio“The Top Female Portfolio Managers to Invest With Now,” by Megan Pacholok and Amrutha Alladi, Morningstar.com, March 6, 2023.Pimco Access Income FundPimco Dynamic Income Opportunities FundPimco Enhanced Low Duration Active ETFPimco Multisector Bond Active ETFPimco Credit Opportunities Bond FundPimco Diversified Income FundPimco High Yield FundPimco High Yield Spectrum FundPimco Low Duration Credit FundMacro Views and Asset-Class Reflections“Prime Time for Bonds,” by Erin Browne, Geraldine Sundstrom, and Emmanuel E. Sharef, pimco.com, Nov. 14, 2023.“Why Fixed Income Is Looking ‘Rather Attractive' Given Potential Recession Risks,” Video interview, finance.yahoo.com, July 20, 2023.“The Power of Flexibility in Multi-Sector Credit,” Video, pimco.com, July 2023.“Inflation: ‘There's Certainly a Pathway Towards a Soft Landing,' Portfolio Manager Says,” Video interview, finance.yahoo.com, June 7, 2022.“Bond Market: Strategist Details Where to Find the ‘Sweet Spot' in Fixed Income,” Video interview, finance.yahoo.com, Jan. 4, 2023.“Fed ‘Likely to Pause' Following 25 Basis Point Rate Hike, Portfolio Manager Says,” Video interview, finance.yahoo.com, May 4, 2023.“Spotting Opportunities in the High Yield Ratings Migration,” by Sonali Pier and Sabeen Firozali, pimco.com, Jan. 24, 2022.

Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Research for Morningstar, has dedicated nearly three decades to this endeavor. He oversees Morningstar's North American Morningstar analyst ratings committees, responsible for vetting the prestigious Morningstar medalist ratings frequently cited in the financial world. Kinnel's extensive experience analyzing various fund types and prominent fund families has led him to publish two highly impactful articles. One is the annual "The Thrilling" fund list, which carefully selects 25 to 50 funds from a vast universe of 15,000 fund share classes based on strict criteria. Additionally, Kinnel shares his review of the top ten holdings in his personal portfolio, some of which may not be members of this year's "Thrilling 33" fund list.  Join us to understand the rigorous selection process for "The Thrilling 33" and gain valuable insights into Kinnel's top personal holdings. WEALTHTRACK episode 2006 broadcast on August 04, 2023 More info: https://wealthtrack.com/best-mutual-fund-choices-from-morningstars-fund-maven-russel-kinnel/ More on “The Thrilling 33”: Reading the complete current report does require a Morningstar subscription, but you can view last year's report for free Current report (Morningstar subscription required): https://mfi.morningstar.com/LoginDual.aspx?ReturnUrl=%2fBlogArticle.aspx%3fpostid%3d4009120&postid=4009120 Last year's report (free): https://www.morningstar.com/funds/thrilling-31-list-great-funds --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Today's guest is John Burke, Manager - Research and Development Tax Consultant (CTA) at Mazars Ireland. Sponsoring the AI Awards for the fifth consecutive year, Mazars is a leading international audit, tax, advisory and consulting firm. Operating as a united partnership, Mazars works as one integrated team, leveraging expertise, scale and cultural understanding to deliver exceptional and tailored services in audit, assurance, tax, consulting, financial advisory, corporate finance and financial outsourcing. Topics include: His background and current work with Mazars An insight into the world of R&D Tax Credits Five conditions for qualifying for R&D Tax credits Recent trends he is seeing in the market How companies are leaving money on the table by not claiming R&D tax credits The importance of organizations documenting their activities How to take action on claiming R&D tax credits

I denne #pengepodden-episoden har Bjørn Erik besøk av Matias Möttola, Director of Manager Research i Morningstar. Tema er rangering av fond, indeksfondenes dominans og mer. Morningstar er en av verdens største leverandør av finansielle data og uavhengige analyser innenfor fond, aksjer, kreditt og indekser.Agenda:07:56 - Rangering av fond26:46 - Om syntetiske fond34:47 - Indeksfondenes dominans50:13 - Det fremtidige fondsmarkedetDenne podcasten skal anses som markedsføringsmateriell, og innholdet må ikke oppfattes som en investeringsanbefaling. Podcasten er kun ment til informasjonsformål og generell spareveiledning. Nordnet tar ikke ansvar for eventuelle tap som måtte oppstå ved bruk av informasjonen i denne podcasten. Les mer på Nordnet.no Hosted on Acast. See acast.com/privacy for more information.

It is well known that public perception of post-secondary education is at an all-time low, as politics, rising tuition, and higher student debt is saddling students and graduates with more stress. And, despite reports showing that people with student debt can negatively affect society, the Supreme Court recently ruled that the $1.7 trillion in student debt cannot be forgiven despite what the HEA clearly states in the statutes.   Research shows that students who must incur debt to attend college have lower GPAs, more health issues both before and after graduation, are less likely to buy a house, will get married and have children later in life, are less likely to start a business, and are less entrepreneurial. The problems are real and are affecting society as we know it.   In his latest podcast episode, Dr. Drumm McNaughton speaks with economist and investment manager David Linton about his findings from his upcoming book, Crushed: How Student Debt Has Impaired a Generation and What to Do About It. David shares how much the cost of education has risen from 1969 to 2020, why most college and university managers plan to budget, why this doesn't help address the problem, and what higher ed can do to improve this.   Podcast Highlights   §  The cost of higher ed in terms of percentage of household income has risen dramatically in the past 50 years. In 1969, the cost of public college education was $1,545 per year, 19% of the median household income. In 2020, it was just under $29,000, or 42% of the median household income. That's about two and a half times more expensive as a function of household income. On an inflation-adjusted metric from 1969 to 2020, it's between 3 ½ - 4 times as expensive. In other words, the cost of four years in 1969 was the same as that of one year in 2020.   §  A driving force behind this rise in tuition is that some administrators and presidents prioritize rankings and performing well vis-à a-vie their competitors. They know what colleges the other students are applying to and want to ensure their students have a similar or better college experience, including more physical and mental health services, nicer campus facilities, larger research departments, more public services for the community, and other ancillary services. There are also more administrators per student than before.   §  Another theory as to why tuition is so high is because state support has dropped from 50-70% of the tuition a student pays to around 12%. However, in 2017, Professor Douglas Webber of Temple University roughly found that for every $1,000 in state budget cuts, students pay an extra $300 – $315 more per year in tuition and fees. This addresses only 30% of the problem.   §  Adding to the rising tuition costs, most administrators discuss expanding departments or hiring new faculty versus cost-cutting and reducing tuition—many plan to construct a new building once a year or every other year. Very few or no administrators say that one of their top five priorities is to adopt the Six Sigma approach, which involves constantly getting incrementally better over a very long period. This can include delivering the same quality education or same quality experience but with 2% fewer resources every single year. Higher ed leaders respond, “No, we have a budgeting process, and each department has to fit within their budget.” John Katzman, who founded Princeton Review, says up to a third of overall university expenses could eventually be cut without damaging the education experience.   §  One solution to rising tuition costs would be that a large consortium of schools, e.g., PAC-12 schools or all Midwest liberal arts schools that happen to compete with one another, should announce they are not going to raise tuition by more than inflation each year for the next ten years. These savings could go back to the school departments to figure out how to do more with less every year.   §  Higher ed presidents need to know the average debt per student upon graduation and the degree to which they've been able to pay it off in five or ten years. If they don't, the first step is to figure out what that is. Boards need to establish the objective. If boards discover that 30%, 40%, or 50% of students ten years out cannot repay their debt, one objective can be for the president to improve that somehow.   §  Campuses must identify if certain types of students cannot pay, specific academic thresholds that make it unlikely for students to graduate, or more likely to take on more debt if they don't cross them. Also, if there are certain areas of study where students are more or less successful when repaying their debts or not having debt. Then, institutions must establish a clear objective. For example, possible goals could include that within five years, graduates' student debt delinquency rate will drop from 20% to 10%, the graduation rate will increase from 70% to 80%, or the debt upon graduation will decrease from $30k to $20k.   §  Cust-cutting must be included in prioritization. Most schools have an annual or semi-annual process whereby they look at objectives, whether it's new facilities for staff or a department, and then rank them in order. But cost-cutting is rarely ranked in the top five. Reducing tuition and cost-cutting doesn't have to be dramatic. It can be to freeze, maintain, or have budgets increase at inflation, minus 1%, every year and then force the department heads to figure out a way to work within that framework.   §  Bring in a consultant or have faculty figure out ways to increase revenue without raising tuition. Identify where the campus is getting other resources if they are selling their services to other areas, utilizing their facilities and research more efficiently, or partnering with other businesses.     Read the transcript →   About Our Podcast Guest   David E. Linton is an author and economist.  A former adjunct professor at the University of Southern California's Marshall School of Business, he taught Investment Analysis and Portfolio Management.  His first book, Foundations of Investment Management, has become a mainstay among aspiring professionals who want to bridge the gap between an academic understanding and the practical application of investment management strategies.    Mr. Linton's second book, Crushed, was researched and written after his tenure as a professor at USC.  While wondering about the beautiful campuses of USC, University of Chicago, UT Austin, and several others, Mr. Linton couldn't help but wonder: why are college campuses so nice?  Why is college so expensive?  How can I possibly afford to send my three kids to college?  Is a college degree even worth it?  And how can I balance what's in the best interest of my kids without mortgaging their (and my) future?   If you want to know the answers to these questions – don't do what Mr. Linton did, which is spend the next two years and ~2,000 hours researching the topic.  Just read the book.  It's a better return on time.   Mr. Linton works at a multinational technology firm managing corporate and customer cash when he's not teaching or researching.  He is a seasoned economist and asset manager, previously working as the Director of Portfolio Construction and Manager Research at Pacific Life and a Vice President and Portfolio Manager at PIMCO.  Mr. Linton is a CFA® charter holder, has a BS in Business Administration from the University of Southern California, graduating magna cum laude, and an MBA from the University of Chicago Booth School of Business, graduating with honors.  He enjoys reading with his oldest child, playing chess with his middle child, and wrestling with his youngest child.  He thinks they enjoy those activities, too.   About the Host   Dr. Drumm McNaughton, the host of Changing Higher Ed®, is a consultant to higher ed institutions in governance, accreditation, strategy and change, and mergers. To learn more about his services and other thought leadership pieces, visit his firm's website, https://changinghighered.com/.   The Change Leader's Social Media Links   LinkedIn: https://www.linkedin.com/in/drdrumm/ Twitter: @thechangeldr Email: podcast@changinghighered.com   #studentdebt #crushed #HEA

There are a lot of reasons why alternatives have a place in investment portfolios. How are current market conditions influencing private equity, private real estate, private credit, and other alternative assets? In this episode, David Bodamer speaks with Patrick McGowan, Head of Alternative Investments and Manager Research at Sanctuary Wealth, on assessing private equity and … Continue reading WMRE Common Area: Where Alternative Investments Fit Within an Evolving Market With Patrick McGowan →

The final episode of our series on market integrity in sustainable finance, focuses on the asset management and the fund industry. Nicholas Pfaff, Deputy CEO and Head of Sustainable Finance at ICMA sat down with Hortense Bioy, Global Director of Sustainability Research, Manager Research, Morningstar, Mark Manning, Strategic Policy Advisor Sustainable Finance, FCA, Patrik Karlsson, Senior Policy Offices, ESMA and Stéphane Janin, Head of Global Regulatory Developments and Public Affairs, AXA Investment Managers, to talk about greenwashing in the industry, the impact of regulation such as SFDR and what's next on the regulators' agenda.

Opinions expressed are those of the speakers based on market conditions as of the date of recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.Now, more than ever, investors are seeking to address systemic imbalances by increasing diversity within their organisations and boosting DEI with their investment portfolios.  To explore how both investors and managers are approaching this, Alexa Shanks, Head of Intermediary Relationships, Mercer UK is joined by Stephen Deane, Portfolio Manager and Partner at Skerryvore Asset Management and Terrance Jones, Manager Research, Mercer US to discuss.Read the paper: https://insightcommunity.mercer.com/public/research/63ffece10580e800202ee5ea/Mercer_Diversity_Dressing_Progress_evaluationThis content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser. This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract.Read our full important notices - click here © 2023 Mercer (US) LLC. All rights reserved.

#32 - Market Research featuring Eugene Jung, Cofounder & Manager, Research Guru LLC by Health Voyagers Podcast Series

What's at stake for hedge funds in the path to net zero? Jason Mitchell talks to Keith Guthrie, Deputy Chief Investment Officer at Cardano, about the role of short selling in sustainable investing, how to incorporate hedge funds and derivatives into net zero strategies, and why it's vital we distinguish economic risk materiality from real world impact. Keith Guthrie is the Deputy Chief Investment Officer at Cardano and a member of its Sustainability Steering Committee and Investment Committee. Keith is also co-lead of the IIGCC Derivatives and Hedge Fund Working Group where he oversaw the Derivatives and Hedge Funds Discussion Paper. Keith's primary focus at Cardano is on Investment Philosophy and Frameworks, and Sustainable Investing, with oversight of the Manager Research and LDI teams. Prior to joining Cardano, Keith worked at GAM managing a variety of multi-asset and hedge fund portfolios.  Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we speak to Matt Gibson, head of Manager Research at LCP. Matt's been asking some interesting questions about passive investing of late, which we debate, including: does the success of passive (ironically) rest on a belief in active management? And, should the onus be on passive managers as opposed to active managers to justify their approach?

With climate change a top priority for organisations and governments around the world, LIBF is bringing together key players in the finance sector to highlight organisations and activities that are making a real difference as part of our Sustainable Finance in Action project. In this episode, John Somerville, LIBF, talks to Anastasia Guha, Head of Global Sustainable Investment, and Nick Samuels, Head of Manager Research from Redington. They discuss why climate change is such a high priority for Redington, and the strategies they have put in place, how they have implemented their 7-point climate action plan, and the finance sectors role in tackling climate change. As part of this project, many of these key players have produced films to show how they're playing their part. Watch Redington's film here https://bit.ly/3Im2Glq and all of the films on our YouTube channel. For more information on our Sustainable Finance in Action project go to our website and follow us on our social channels on Twitter and Linkedin.

Our next guest is Rujuta Jamgaonkar, Org builder at Forage AI. Forage AI is a data automation and data science company with a core focus on the financial, healthcare, and energy domains.Prior to working at Forage AI, Rujuta held various positions like Process Executive, Project Assistant, Senior Associate of Date Operations, Manager- Research ops, Quality & Metrics, and more. She also founded - We Can Do Anything Good. The vision was to build a strong community that enables gender equality and empowers men, women, and children to reinvent their lives beyond existing cultural and social dogma.Rujuta is an experienced and strategic professional with out-of-the-box ideas. She has a total of 8 years of experience in operations including 5 years of building teams. She also loves learning new languages. Knowing German helped her as a Project Assistant at Goethe-Institut.In this fun, laughter and full of insights filled conversation with Rujuta, we discuss:Tips to improve your company's organizational cultureHow to develop & sustain employee engagementStrategies to improve your employees' health and well-beingHow to build high-performing diverse teams at workHow can leaders influence the work cultureFollow Rujuta on LinkedIn. Produced by: Priya BhattPodcast host: Ishika Jani Springworks is a fully-distributed HR technology organization that is building tools and products to simplify recruitment, on-boarding, employee engagement, and retention. The product stack from Springworks includes:SpringVerify — B2B verification platformEngageWith — employee recognition and rewards platform that enriches company cultureTrivia — a suite of real-time, fun, and interactive games platforms for remote/hybrid team-buildingSpringRole — verified professional-profile platform backed by blockchain, andSpringRecruit — a forever-free applicant tracking systemSpringworks prides itself on being an organization focused on employee well-being and workplace culture leading to a 4.8 rating on Glassdoor for the 200+ employee strength company.

On today's Manager Meeting, Ben Cooper interviews Will Cook. Ben is the Head of Manager Research at Cardano Group, a market leading investment adviser for pension schemes in the UK and Netherlands that oversees GBP 15 billion of discretionary assets and advises on GBP 50 billion of assets. Will is the portfolio manager at Sunriver Management, a fundamental long-short equity investment firm he founded in 2014 after a long tenure at Ziff Brothers Investments. Sunriver focuses on underfollowed mid and small cap stocks. Before they get going, Ben and I discuss long-short equity investing, selecting Sunriver, Cardano's exhaustive research process, and the fit of Sunriver in their client portfolios. Learn More Subscribe: Apple | Spotify | Google  Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts

In this month's Meet a Member podcast, we had the pleasure of speaking with Lauren Mathias, Senior Vice President and Non-U.S. Equity Investment Consultant in Callan's Global Manager Research group.  Lauren also oversees the Callan Connects program, which enhances Callan's coverage of emerging managers and diverse-, women-, and disabled-owned firms. She is co-chair of Callan's Inclusion Committee and is a shareholder of the firm.Join us for this compelling discussion, where they discuss Lauren shares what she's learned from overseeing the Callan Connects program and co-chairing of Callan's Inclusion Committee as well as her experience balancing life while working from home during the pandemic.

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

Jennifer Cox, Manager, Research Contracts at Ottawa Hospital Research Institute (OHRI), dives into the legal challenges associated with virtual trials, remote monitoring, digitalized patient info, and cross-border collaborations in the time of COVID-19.Schedule a meeting with Natalie Yeadon: https://www.meetwithnatalie.comNatalie Yeadon LinkedIn: https://www.linkedin.com/in/natalieyeadon/Impetus Digital Website: https://www.impetusdigital.com/Impetus Digital LinkedIn: https://www.linkedin.com/company/impetus-digital/Impetus Digital Twitter: https://twitter.com/ImpetusadboardsImpetus YouTube: https://www.youtube.com/ImpetushealthcareJennifer Cox: https://www.linkedin.com/in/jen-cox-008a62bb/Ottawa Hospital Research Institute (OHRI): http://www.ohri.ca/home.asp

My guests for today's podcast are Troy Dixon, Founder and CIO of Hollis Park Partners, a $750mn+ independent alternative asset manager that specializes in structured products and Greg Maddox, Head of Global Manager Research at Wells Fargo Investment Institute. I took a different approach for this podcast by asking my two guests to follow along with role playing the following scenario:  Let's pretend that the three of us have recently started the “Emerging Manager Impact Fund” (EMIF), a new $1 billion fund focused on investing in top emerging and diverse managers.  We are being seeded by Priscilla Chan Zuckerberg and Oprah Winfrey with the dual purpose of delivering best in class risk adjusted returns while making an impact by investing in emerging and diverse managers.  (Note to audience, repeat - this is a role play so please don't call us to ask for money!) Given Troy's and Greg's wealth of experience and juxtaposition of perspective: retail vs. institutional, sell side vs. buy side, investment bank vs. independent emerging manager, portfolio manager vs. allocator, having designed an emerging and diverse program vs having won mandates from emerging and diverse programs – I found this conversation especially insightful for all players in the investment game. Without further ado, please enjoy my conversation with Troy and Greg.

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. Most investors have 30 - 50% or more allocated to bonds. With U.S. equities at nosebleed valuations, investors need to wring the most efficient returns out of every sleeve of their portfolio. Brian is the Associate Director, Fixed-Income Strategies, Manager Research at Morningstar so we focused on the fixed income sleeve of portfolios. Specifically, we wanted to know how investors can generate the returns they need in a near-zirp world. Brian offered great color on the flawed construction of credit indices, and why this opens the door for outperformance by active credit managers. We discussed the most durable credit strategies and what looks especially attractive now. Brian also filled us in on the differences between different types of structured credit, such as CLOs, CDOs and CMOs, and how to approach the sectors at the moment. Run don't walk to learn what to do with all those bond funds in your portfolios!  

An exclusive one-on-one discussion with Portfolio Manager at Lucerne Investment Partners, Dr Jerome Lander. In the session, Jerome shares his insights on the emerging markets trends, why he thinks investors may need to invest very differently to generate a return, and the important lessons he can share. Dr. Jerome Lander is a highly experienced, proven Portfolio Manager and Asset Consultant with specialist expertise in outcome-based and absolute return investing. He has held numerous senior investment management positions, including Chief Investment Officer of the $12 billion Workcover Fund, Portfolio Manager at Credit Suisse, and Head of Manager Research for Van Eyk. Over the 13 months since Jerome joined Lucerne Alternative Investments Fund as Portfolio Manager, the fund has generated +13.51%, which puts it 23.95% ahead of the ASX200 over that time. This session was recorded on 18th September 2020 at 12pm AEST. The market may have changed if you're listening to this at a later date. Any advice contained within this presentation is general advice and does not consider your objectives, financial situation or needs, and you should consider whether it's appropriate for you. The information we are giving you is for educational purposes only. **Past returns do not reflect future returns.

In this episode, I had the pleasure of chatting with Kathryn Young, the Head of Investments for Cambooya Pty Ltd, the Fairfax Family Office. Kathryn’s had an interesting investment career having previously worked for Mutual Trust and the Myer Family office as Director of Investment research and for Morningstar as Director of Manager Research. This... The post Beyond the Obvious – Episode with Kathryn Young appeared first on DavidHobart.com.

David O’Leary and Face2Face host David Peck talk about opportunity and impact investing, burn rates, cultural taboos, entrepreneurship, and why you need to hope for the best and plan for the worst.More info here about Kind Wealth here. About David:David O’Leary is Founder & Principal at Kind Wealth, a social enterprise dedicated to democratizing access to high-quality and unbiased financial advice for underserved Canadians.Previously David was Managing Director of Origin Capital; the impact investing division of World Vision Canada. His team’s mission was to raise and deploy capital in ways that measurably improve the lives of the world’s most vulnerable people in the hardest to reach places. Prior to that, David was co-Founder of a financial advisory practice called Eden Valley Partners managing discretionary portfolios for High Net Worth Canadians. David spent the first 13 years of his career as Director of Manager Research with Morningstar; a global investment data & research provider.David has a variety of experiences working with vulnerable groups. He has lived, worked, and volunteered in various countries and contexts throughout Africa. One of his proudest accomplishments is founding and running Grassroots Youth Development (providing education, nutrition, and physical exercise to vulnerable youth in Khayelitsha) while living in South Africa. David also took part in the Vision 2020 program run by Toronto Foundation; an effort to teach the next generation of philanthropists about the most pressing needs facing vulnerable communities in Toronto and how to do philanthropy well.David is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc). He holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business and the Chartered Financial Analyst and Qualified Associate Financial Planner® designations. David is currently working toward Certified Professional Impact Analyst designation and has completed the first two of three levels required.Image Copyright and Credit: David O’Leary and Kind Wealth.F2F Music and Image Copyright: David Peck and Face2Face. Used with permission.For more information about David Peck’s podcasting, writing and public speaking please visit his site here.With thanks to Josh Snethlage and Mixed Media Sound. See acast.com/privacy for privacy and opt-out information.

In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

Morningstar is one of the best-known research organizations in the financial services industry. They're a company you probably interact with every week in some shape or fashion, whether you're checking out ratings of a fund or digging deeper into analysis using one of their platforms.  We’re joined by Jeff Ptak, Global Director of Manager Research at Morningstar, to discuss insights around manager research that may help you improve your research and portfolio construction process. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/inside-the-research-of-morningstar/.

We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.

We’re airing a special edition of the podcast this week. Morningstar Director of Personal Finance Christine Benz talks with Russ Kinnel, Director of Manager Research and editor of Morningstar Fund Investor, about some of his favorite funds across a variety of different investment categories.

In Ep. 68, Tim talks with Jeff Ptak - Global Director of Manager Research for Morningstar.  They discuss some of Morningstar's research and which piece Jeff personally finds the most interesting.  They also talk about some of Jeff's blog posts covering topics like asset location, reasons to move on from a mutual fund, the effect fees are having on the industry and more!

Robin Powell talks to Morningstar's Global Director of Manager Research, Jeff Ptak. Jeff explains Morningstar's “investors first” philosophy, and how the company has adhered to it through its 35-year history. It's an important principle, he says, that the “business” side of the operation is kept very separate from the research side. Jeff then goes on to discuss the various factors that do — and don't — help investors to predict future fund performance. He also discusses Morningstar's latest research on the effect of lower charges on fund returns, and encouraging signs, after decades of steady growth, that the fund industry is finally starting to contract.

In cliché fashion, David’s life was transformed after a trip to Africa. His ensuing soul searching led him to quit his Bay Street career on a quest to effect positive change. Currently there are two levers David is pulling to effect change. As Director of Impact Investing at World Vision Canada he is mobilizing investment capital to help the world’s most vulnerable people. He also founded Kind Wealth, a not-just-for-profit business helping generations X, Y, and Z manage their finances in alignment with their values. David has lived, worked, and volunteered at various times throughout Africa. One of his proudest accomplishments is founding and running Grassroots Youth Development while living in South Africa. David is a frequent speaker at conferences and in the media. David spent 13 years as Director of Manager Research with Morningstar; a global investment data & research provider. David holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School

Today's guest is David O'Leary of Kind Wealth. His story shows that it’s possible to make a difference in the world through financial planning. In cliché fashion, David’s life was transformed after a trip to Africa. His ensuing soul-searching led him to quit his Bay Street career on a quest to effect positive change. Currently, there are three levers David is pulling to make a dent. As Director of Impact Investing at World Vision Canada, he is mobilizing capital to help the world’s most vulnerable people. He also founded Kind Wealth, a not-just-for-profit business helping millennials manage their finances in alignment with their values. David also sits on the board of Parker P. Consulting, a social enterprise helping organizations of all shapes and sizes achieve gender equity. David has lived, worked, and volunteered at various times throughout Africa. One of his proudest accomplishments is founding and running Grassroots Youth Development while living in South Africa. David is a frequent speaker at conferences and in the media. He spent 13 years as Director of Manager Research with Morningstar, a global investment data and research provider. David holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business, and a CFA designation. Topics Discussed in This Episode: How David’s experiences in Africa and with volunteering helped shape Kind Wealth What Kind Wealth is and what it does Why David started Kind Wealth and what the core values are What prompted David to focus his business on an X, Y, Z demographic How Kind Wealth’s business model can be applied to older demographics The fees and plans offered by Kind Wealth How flat fee pricing removes the conflict of interest between the advisor and the client David’s long-term asset management goals and building portfolios consisting primarily of SRI/purpose/impact investments Compliance issues that Kind Wealth had to consider What type of financial planners would be good fits for Kind Wealth Some of the biggest challenges David faced when starting Kind Wealth Advice for financial planners who are looking for ways to grow their fee-for-service practice Links: Kind Wealth

We talk to Gearóid Mooney Divisional Manager for Research and Innovation for Enterprise Ireland. We talk about his career, his experiences and advice for startups.

This week we’re focusing on Millennials, Fund Fees and Building Investor Trust. What do the Millennials expect from their financial future? When do they see themselves retiring, if ever - and would they ever pay for advice to help them achieve their money goals? Senior editor Emma Wall took the streets to find out first hand.   It may be decades away, but smart Millennials should start planning for their retirement early - harness the power of compound interest to avoid pension poverty explains Emma Wall up next.   Millennials are adopting lifetstyles mindful of their impact on society and the environment - and they want their investment portfolios to reflect this commitment too. San Lie, Director of Manager Research for Morningstar Benelux explains why Millennials are Leading the Way with Sustainable Investing.   Can ESG Investing Mitigate Risk in Emerging Markets? James Donald, emerging markets fund manager at Lazard, explains why he only invests in companies which treat all shareholders in a fair and equal way and also some of the pitfalls investing in emerging markets.   Don't Pay High Fees for a Low Active Share Fund. Most of the portfolio of a low Active Share fund, you can get at really low cost in an ETF, says Martijn Cremers, Professor of Finance for Notre Dame University up next. Has the city been behaving badly? Hermes chief executive Saker Nusseibeh believes Fund managers need to earn the trust of investors starting by caring about their clients and being honest about outcomes.

Chris, Mark & Alex are back for a jam packed episode of MOTP ET and they are joined by the new host Ryan, They round up the weeks action, talk deadline day deals and Alex's exciting deadline day before picking the Arsenal all time 5 a side team See acast.com/privacy for privacy and opt-out information.

- Jon Hale, Director of Manager Research at Morningstar - Please call 1-800-388-9700 for a free review of your financial portfolio

What Trend in Investing and Saving Could Benefit You... and Maybe Your Career, Too? Hi everyone! Find out here as I speak with my guest expert from Charles Schwab, Michael Iachini. Michael is V.P. and Head of Manager Research for Charles Schwab Investment Advisory. Listen as Michael clearly and simply discusses Exchange-Traded Funds (ETFs), a booming investment product that will only continue to grow in popularity. Hear Michael explain such things as why ETFs have become so popular, the difference between ETFs and mutual funds, which countries are leading the ETF stampede (and you'll be a bit surprised by who's Number 2!), what career opportunities this may generate, and how to find the best ETFs for your savings or retirement portfolio. If saving or investing more wisely for your future is of interest to you or someone you care about, then you'll definitely want to listen to what Michael has to say on this Looking Forward episode!Looking Forward: THE podcast that focuses on major TRENDS, how they may affect YOU, and what OPPORTUNITIES they might offer YOU.As always, please provide YOUR feedback and suggestions for topics, guests, and show sponsors at www.jeff-ostroff.com Thanks!