Podcasts about Manulife

Episode overviewIn this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored for Canadian investors.---Key topics & insights1. U.S. economic outlook: resilience amid uncertainty· No imminent recession expected—Nate explains that while recent U.S. labor market data has softened, it's not likely a signal for an imminent recession. The U.S. economy's balance between manufacturing and services helps offset sector-specific weaknesses.· Policy uncertainty—Earlier legislative and tariff changes have caused “paralysis” in company decision-making, but clarity is expected to improve economic data in coming months.· New paradigm—The severity of future U.S. recessions may be more muted due to the economy's diversification.2. Inflation & tariffs: what's really happening?· Tariff impact delayed—Studies show tariffs typically take up to a year to affect inflation. Many imports are exempt, and companies are absorbing costs, leading to lower-than-expected inflationary effects.· Substitution effect—Companies are shifting imports to countries with lower tariffs, further dampening inflation pressures.  3. Regional equity markets: Europe & Asia· Europe's outperformance—European equities have surprised with strong returns in 2025. Nate attributes this to a sentiment shift away from the U.S. amid geopolitical uncertainty, but sees it as opportunistic rather than a long-term trend.· Active vs. passive management—Active management is especially valuable in regions like Europe and Asia, where opportunities are less covered.· China's mixed signals—Despite strong equity performance and policy support, China's fundamentals (consumer spending, industrial production) remain weak. Nate is cautiously optimistic, citing potential in technology and AI, and improving sentiment.4. Asset allocation: equities vs. fixed income· Modest equity overweight—Manulife portfolios remain overweight equities, reflecting solid fundamentals despite stretched valuations.· Fixed income caution—Less conviction in long-duration fixed income due to changing yield curve dynamics and rising term premiums.· Diversification beyond 60/40—Nate advocates for broader diversification, including alternative assets, to manage risk.5. Private Assets & Alternatives· Democratization of privates—The trend toward making private assets (infrastructure, private credit, real estate) accessible to retail investors is accelerating, as seen in recent industry partnerships.· Role in portfolios—Private assets offer diversification and potential downside protection, especially when traditional fixed income may be less effective.6. Artificial Intelligence (AI) in asset management· Efficiency & speed—AI is transforming research, data analysis, and commentary writing, but won't replace portfolio managers who bring creativity and intellectual capital.· Research revolution—AI enables analysis of vast data sets, improving productivity and decision-making.  7. Cryptocurrency: a legitimate asset class?· Growing acceptance—Nate views crypto as a legitimate asset class, though volatility and regulatory uncertainty mean exposures should remain modest and client-specific.· Regulatory trends—As demand grows, policy is likely to become more accommodating.8. Career advice for aspiring portfolio managers· Decisiveness—Don't wait for perfect information—make decisions with 60–80% of the data to avoid missing opportunities.· Passion & objectivity—Be passionate about investing, but unemotional in decision-making. The ability to cut losses and remain objective is crucial for success.---Actionable takeaways for Canadian investors· Stay diversified—Consider global opportunities and alternatives beyond traditional stocks and bonds.· Monitor policy impacts—Watch for delayed effects from tariffs and monetary policy.· Embrace active management—Especially in regions with less coverage and more inefficiencies.· Explore private assets—As access expands, these can enhance portfolio resilience.· Leverage technology—AI will increasingly support research and efficiency, but human insight remains essential.---Links & Resources · Listen to the episode: Investments Unplugged Podcast · Learn more about Manulife Investments: Manulife IM Canada---Share & SubscribeIf you enjoyed this episode, please share it with your network and subscribe for future insights on markets, investing, and portfolio strategy.---For informational purposes only. This episode does not constitute investment advice. Please consult a qualified advisor before making investment decisions.---Show notes prepared by Investments Unplugged Podcast Team, September 2025.

Nate Thooft, chief investment officer and senior portfolio manager at Manulife Investment Management, says that he's still leaning into equities despite stock valuations being stretched, noting that the fundamentals support modest gains and aren't signalling a bubble or crisis. Thooft does worry that the market may run out of momentum and may lack a catalyst for further gains by the time 2026 rolls around, but for now he says there are plenty of reasons to keep investing and not to be scared off by high prices.  Mark Hamrick, senior economic analyst at Bankrate.com, discusses the site's latest retirement savings report, released Wednesday, which showed that nearly 60 percent of workers are behind on their retirement savings. Hamrick noted that the problem is partially about failing to make set-asides, but it is also caused by a lack of financial planning and common misperceptions about how money grows over time and how much it takes to afford a comfortable retirement.  Todd Rosenbluth, head of research at VettaFi, makes a Fidelity fund his pick as the ETF of the Week, but this selection is about the investment-grade assets the fund holds, and how they are an interesting actively managed change-up to more conventional fixed-income funds. Plus, Chuck answers a question from a listener whose wife wants to buy a new car and who wonders if it ever makes sense to buy new when he could save money on a quality used car.

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereWhat if your mortgage, checking account, and line of credit were all combined into one powerful tool—could it really speed up your debt freedom and build wealth faster, or just cost you more in the long run?Many Canadians are intrigued by the Manulife One account, a product that promises simplicity, flexibility, and cash flow efficiency. On the surface, it looks like a debt optimizer's dream—every dollar you earn instantly works to reduce interest. But behind the appeal lie real risks: higher rates, temptation to overspend, and the need for disciplined money management. If you've ever wondered whether this account is a smart wealth-building strategy or an expensive convenience, this episode breaks down the truth.In this conversation, you'll discover:Why the Manulife One account can accelerate mortgage payoff and unlock advanced wealth strategies like the Smith Maneuver.The hidden pitfalls that trip up borrowers—and how to know if this tool is a fit for your financial discipline.An alternative approach using a traditional mortgage with a re-advanceable HELOC that may give you lower rates while still opening doors to long-term wealth.Press play now to learn whether Manulife One is your secret weapon—or if there's a smarter path to financial freedom waiting for you.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than paying down a mortgage—it's about creating a holistic Canadian wealth plan that aligns with your goals. Tools like the Manulife One account can streamline cash flow, strengthen debt management, and even open doors to strategies like the Smith Maneuver, where home equity is re-leveraged for investment and wealth buildReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

EchoStor Technologies appointed Cale Anjoorian as Chief Information Officer to lead enterprise technology strategy and managed services. Anjoorian brings over 25 years of experience, including roles at Ironwood Pharmaceuticals, Elizabeth Arden, Avid Technology, and Manulife. EchoStor realigned its leadership, moving Daniel Clydesdale-Cotter to Chief Innovation Officer and Matt Hoeg continuing as Chief Technology Officer. The company is expanding its market presence in the Northeast and Tri-State areas and has recently received industry recognition, including placement on the 2025 Inc. 5000 List and several CRN awards.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Manulife is hoping to build a model for regenerative agriculture that can be applied across that vast amount of acreage.

The promise of regenerative agriculture to work with nature rather than against it is enticing. But is that how it plays out?

Farmers are stewards of the land. But can investing in soil health help to pay the bills?

Farmers are stewards of the land. But can investing in soil health help to pay the bills?

n this episode, Kathryn talks with Lindsay Hanson, Chief Marketing Officer at John Hancock and Global Head of Behavioral Insurance at Manulife. They discuss how data can dispel business-damaging myths about the customer and the ways that John Hancock is better able to understand their customers through their data. Lindsay also dives into their use of data and behavioral science to engage customers and impact their health for the better. Guest Quote:“ We went ahead on this myth busting, myth busting trail. One, was that this was really going to be, our program was gonna be impacted by age. Older people may not want to engage over certain age groups. They're not digital, they're not gonna go onto your mobile app. And we said, okay, let's actually test that. And so we put our customers into different cohorts and we said, okay, let's separate them by decades. Every 10 years, let's take a look at it. And one of our highest engaged populations is between 70 and 80 of actually getting into our app. Four times a day, they're in our mobile app. And if I think of, as a consumer, how many apps am I going to four times a day? You don't think of life insurance or insurance in general.”Episode Breakdown: [02:06] Alchemy UnveiledBusting myths with data: Stories that are told about groups of consumers or different demographics may be false. Look to the data to determine how to best serve your customers, you may be surprised by what you learn. [16:57] From Nuggets to Campaign GoldCustomer stories as a catalyst for change: Strong stories campaigns will have a balance between head and heart, and for John Hancock, they also empower the consumer to take control of their health. [29:54] Gold Rush!Data and marketing is limitless: The opportunity is limitless. There are so many ways to leverage data in marketing, and the challenge is pulling the data together in a way that reaches your goals. Links & Resources:Connect with KathrynConnect with LindsayLearn more about DeluxeLearn more about John HancockMarketer's Alchemy Website: https://www.deluxe.com/resources/marketers-alchemy/

Warmer days are on the horizon, and while many of us are planning our next vacation spots, others are looking back at the half year and recalibrating their portfolios for what lies ahead. What happened to markets in the first half of the year? What can we expect as we move into the year's final stretch? Tune in to our new podcast episode as our Co-Chief Investment Strategists Kevin Headland and Macan Nia discuss the opportunities and risks affecting the global economy, including U.S. tariff policy, decelerations in global manufacturing, and the role of corporate earnings as a potential driver of market performance. Will the chaos and unpredictability witnessed during the first six months of 2025 prevail in the months ahead? Listen in to our episode for all this and more. Intended for Investment Professionals, investors should connect with their financial advisor for more information

Is the greenback currently at an inflection point? Listen in as our Capital Markets Strategy Team weighs in on the U.S. administration's proposed economic and trade initiatives, including the Mar-a-Lago Accord—a modern echo of the 1985 Plaza Accord. Explore the implications of devaluing the U.S. dollar in today's global economy and learn more about trade deficits and some of the bold ideas from White House chief economist Stephen Miran. Can the U.S. dollar maintain its reserve currency status? Is multilateral cooperation even possible in today's geopolitical climate? Tune in to our podcast episode for all this and more

Todd and Clinton are joined by Sandi Burns, Chief Credit Officer at Manulife Bank, to discuss her role in setting mortgage guidelines and managing the lending portfolio. She highlights Manulife's unique mortgage product, the Manulife One, which combines a checking account and mortgage, allowing customers to pay down their mortgage faster. Burns also notes the impact of economic uncertainty on consumer confidence, particularly in the residential market, and the rise in non-mortgage debt. 

Roy Gori started his first job – a paper route – at age eight. At ten, he was delivering medications to seniors for a local pharmacy. He got a job with Citibank straight out of high school at 17 and has been working full time ever since. So it's perhaps not surprising that, at age 56, he's decided to try something new.In early May, he retired as President and CEO of Manulife after eight years leading the international financial services group. The Canadian company has a massive global footprint, employing 40 thousand people around the world. Before leaving his post, Gori sat down with Goldy Hyder to reflect on his career and talk about what comes next.“It has been the honour and privilege of my life to lead this great Canadian organization,” he says on the Speaking of Business podcast. “Never would I have imagined that the son of a coal miner could become the CEO … and I've never taken that responsibility lightly.”In the wide-ranging conversation, Gori discusses his work ethic, lessons he's learned through adversity, transformational changes at Manulife, and Canada's global reputation.Listen to the full interview, including how Gori ended up intercepting a pass from quarterback Tom Brady, on the Speaking of Business podcast.  Revealing conversations with influential innovators, entrepreneurs and leaders. Listen to more episodes here: thebusinesscouncil.ca/podcasts/

When Ontario's open, legal online gambling industry opened its doors in the spring of April 2022, folks around the business of sports wagering and igaming wondered how arrival of a highly competitive industry would impact the Ontario Lottery & Gaming Corporation. Well, as OLG leadership has acknowledged over the past three-plus years, the new kids on the block forced the corporation to get its act together when it came to digital gaming. That race to keep up with the Joneses resulted in a rising-tide-lifts-all-boats scenario. Some of the credit for the growth of OLG's gaming products can be attributed to the hiring in June 2022 of long-time Canadian and global branding/marketing executive Maxine Chapman as OLG's vice president, brand and marketing officer. Chapman, who was honoured in February by Strategy Magazine as one of its Marketers of the Year, has deftly juggled OLG's many brands and partnerships with advertising/marketing/PR agencies and organizations such as Maple Leaf Sports & Entertainment around its Bring Home The Win masterbrand. https://www.youtube.com/watch?v=pW7AWLDq57s The career of the brand/marketing maven, which began at OLG in the early 1990s has included tenures with Coca-Cola, the Vancouver and London Olympics, Cineplex and Manulife. We talked all about those stops – and her work across sports, entertainment and gaming - as Chapman made her maiden appearance on the Gaming News Canada Show. Hosted on Acast. See acast.com/privacy for more information.

The magnitude of the U.S. administration's “Liberation Day” tariffs surely caught investors off guard. How did markets react to the news? Will U.S. trade policy reshape global trade dynamics? Join our Co-Chief Investment Strategists Kevin Headland and Macan Nia as they discuss the market's strong reaction to President Trump's announcement on April 2. Is this a policy play or part of a deeper structural shift? How will upcoming congressional outreach factor into the evolving economic picture? Stay on top of this rapidly evolving situation—don't miss out on our new podcast episode.

Manulife's Jessica Harrison and CBRE's Kevin Aussef join us from the CBRE Investor Symposium, where they highlight investment opportunities, particularly in alternative asset classes.Share these insights: - Market Momentum: Real estate capital markets are gaining momentum, as the gap between buyer and seller expectations narrows.- Strategic Investment: Sectors like affordable housing, cold storage, and industrial outdoor storage present attractive opportunities.- Market Reset and Repricing: Investors are setting their sights on higher returns, even for lower-risk assets.- New Approach: Manulife has transformed into a private equity real estate investor and launched new investment strategies to capitalize on market opportunities.- Tech Advances: AI enhances operational efficiencies and predictive analytics, improving underwriting and investment decisions.

Rising tensions, evolving trade policies, and potential tariffs have sparked widespread discussions—even going as far as rallying hockey fans on both sides of the Canada-US border. Are these policies merely a negotiation tactic, or do they signal a shift in North American trade dynamics? Join our Co-Chief Investment Strategists, Kevin Headland and Macan Nia, as they explore the latest trade developments and their potential implications for Canadian investors. In an in-depth conversation with Dominique Lapointe, Global Macro Strategist, Multi-Asset Solutions Team, we zero in on tariffs and trade disputes and examine their potential impact on Canada's economy. Tune in to our latest episode for insight on this evolving landscape.

For many employees, work is more than a paycheck—it's an opportunity to contribute to something bigger. But for organisations, creating a culture where purpose is more than just a slogan requires bold action and thoughtful strategy. One organisation that has achieved this successfully is financial services company Manulife. In this episode of the Digital HR Leaders podcast, host David Green sits down with Katherine Macnaughton, Vice President of Global Talent Management and Development at Manulife, to discuss how Manulife is embedding purpose into every stage of the employee journey. Together they explore: The catalyst that sparked Manulife's cultural transformation How the Better Life Campaign is creating a more engaged workforce The business impact of aligning employees with a shared purpose Preparing for the future and Generative AI readiness with Manulife's Pursuit Program Addressing job security concerns in the age of AI Listen now to learn how Manulife is redefining what it means to work with purpose. This episode is sponsored by Amazing Workplace, an AI-powered platform designed to help companies grow and succeed by unlocking the full potential of their people. By providing the most accurate insights into how employees feel and why, Amazing Workplace equips leaders with powerful tools to drive meaningful improvements where they matter most. With Amazing Workplace, companies have reduced turnover by up to 90%, have increased revenue by over 400%, and solved recruitment. Find out more at www.amazingworkplace.com  Hosted on Acast. See acast.com/privacy for more information.

In this episode of FP&A Tomorrow, host Paul Barnhurst, aka The FP&A Guy, sits down with Hugh Cumming, the CTO of Vena Solutions. They explore how AI and technology are transforming financial planning and analysis (FP&A) by discussing real-world AI implementations. With over 20 years of experience in fintech and digital transformation, Hugh shares his perspectives on AI-driven efficiency, the evolving role of FP&A professionals, and the future of Excel in financial modeling.Hugh Cumming is the Chief Technology Officer (CTO) at Vena Solutions, a leading FP&A platform for Excel users. Hugh has led global teams in engineering, UX, cloud computing, and AI-driven innovation at companies like Finastra, SecureKey Technologies, ADP Canada, and Manulife. Hugh talks about his passion for using technology to drive efficiency and smarter decision-making, and helping to overcome change resistance in finance teamsExpect to Learn:How AI is reshaping FP&A workflows and automating financial reporting.The role of AI-powered copilots in driving business efficiencies.Why change resistance in FP&A is common and how to overcome it.The future of Excel, Python, and automation in financial modeling.Practical advice for FP&A professionals to prepare for AI-driven changes.Here are a few relevant quotes from the episode:“One of the biggest barriers to AI adoption in FP&A is simply finding the time to implement it.”“AI-driven tools should feel like an extension of your team, not an external system you have to fight against.”“When you start using AI for small tasks, you quickly realize how much time you've been wasting on manual work.”Hugh Cumming provided incredible knowledge about how AI-powered tools like Vena Copilot are helping finance teams become more efficient, strategic, and data-driven. Excel isn't going anywhere, but it's getting smarter. AI isn't replacing people, but it's making their work more valuable. As Hugh emphasized, those who adapt and leverage these innovations will thrive in the evolving financial landscape. The AFP FP&A Forum:The Association for Financial Professionals FP&A Forum, March 17–19 in Austin, is the must-attend event for finance professionals seeking sales-free, expert-led insights on AI, process efficiency and strategic planning. With 18+ actionable sessions and a community of peers, this forum is all about real learning, no fluff—join us and take your finance game to the next level.Explore the agenda: https://bit.ly/40W1eChUse the code FPAGuy2025 for $200 off: https://bit.ly/40Cts3BFollow FP&A Tomorrow:Newsletter - Subscribe on LinkedIn - https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6957679529595162624 Follow Hugh:LinkedIn - https://www.linkedin.com/in/hughwcumming/Company - https://www.venasolutions.com/Follow Paul: Website - https://www.thefpandaguy.com LinkedIn -

Health plan leaders from Cambia Health Solutions, Highmark Health and League share strategies for driving consumer engagement, improving health outcomes, and optimizing payer-provider relationships. Learn how health plans can shift from broad segmentation strategies to truly personalized, member-centric healthcare by harnessing data, AI, and digital transformation.     Learn how health plans are using AI-driven insights to deliver tailored interventions.

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, as both break down Asia-Pacific markets, which have been trading lower amid US tariff concerns. Dive into REIT Watch with a focus on Prime US REIT, Manulife US REIT, United Hampshire US REIT, and Sasseur REIT. Explore tech headlines from Microsoft’s quantum chip to Apple’s new ( and cheaper) iPhone 16e. Get updates on Tesla, Palantir, Nikola, SingTel, Grab, Yangzijiang Shipbuilding, DBS, OCBC, and Wilmar International. Plus, discover Singapore’s Straits Times Index performance and end with a taste of Bon Broth by Chef Andre Chiang.See omnystudio.com/listener for privacy information.

2025 is in full swing! What can we expect from equity and fixed income markets as the year gradually unfolds? Our first podcast episode of 2025 is an absolute must-listen. Hear from our Co-Chief Investment Strategists Kevin Headland and Macan Nia, as they delve into the opportunities and challenges shaping the market landscape this year. Can we expect some volatility up ahead? No matter what's in store for investors in the coming months, it's important not to get overly cautious or fearful. Stay the course, and as always, remember to stay invested—especially when there are bumps along the way. Tune in as our experts underscore some of the key developments in 2025. This is one episode of Investments Unplugged you won't want to miss!

The one where Ted chats with Karen from Manulife.Sign up for the Marketing News Canada e-newsletter at www.marketingnewscanada.com.–Special Offer for Marketing News Canada ListenersUnbounce can help you easily build landing pages, popups and sticky bars. Highly customizable and no coding required, anyone can get started on converting more traffic into leads, signups and sales. Try it yourself with a free 14-day trial and get 20% off your first three months now! https://unbounce.grsm.io/5cmrgz1mt3r6Thanks to our sponsor Jelly Academy. Jelly Academy has been helping professionals, students and teams across Canada acquire the skills, knowledge and micro certifications they need to jump into a new digital marketing role, get that promotion, and amplify their current marketing roles. Learn more about Jelly Academy's 6 Week online bootcamp here: https://jellyacademy.ca/digital-marketing-6-week-program–Follow Marketing News Canada:Twitter - twitter.com/MarketingNewsC2Facebook - facebook.com/MarketingNewsCanadaLinkedIn - linkedin.com/company/marketing-news-canadaYouTube - youtube.com/channel/UCM8sS33Jyj0xwbnBtRqJdNwWebsite - marketingnewscanada.com Follow Ted Lau: LinkedIn - https://www.linkedin.com/in/ballisticarts/Website - https://www.ballisticarts.com/ Follow Karen Leggett:LinkedIn - https://www.linkedin.com/in/leggettkaren/?originalSubdomain=caWebsite - https://www.manulife.ca/personal.htmlAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Michael Serbinis, CEO and Founder of League, sits down with Eric to for a compelling discussion on how digital innovation is reshaping healthcare. Discover how League's platform empowers health plans like Highmark to deliver personalized, data-driven experiences that simplify navigation, improve engagement, and enhance member satisfaction. Mike shares fascinating insights on: The power of a unified digital front door for healthcare consumers  Real-world examples of how League amplifies care access and reduces costs  The role of personalization in creating Amazon-like experiences for healthcare  Mike also reflects on lessons from his entrepreneurial journey, including his time working with Elon Musk and how it inspired his vision to transform healthcare. Listen in for actionable strategies on leveraging technology to meet evolving consumer expectations and drive better outcomes. About Mike Michael Serbinis founded League in 2014. League accelerates the digital transformation of the healthcare consumer experience (CX). Serbinis has led the company since its inception, raising over $235 million in funding and driving exponential growth as League powers healthcare's biggest brands.    Mike has had a long and distinguished career as a serial entrepreneur, rocket scientist, engineer and investor. Most recently, Serbinis was the founder and CEO of Kobo, a digital reading company that rivals Amazon's Kindle worldwide. Before that, he founded cloud storage pioneer DocSpace and then built Critical Path, a messaging service that handled one-third of the world's email. Serbinis is also Chair of the Board of Directors for the Perimeter Institute, the world's leading center for scientific research in theoretical physics.    Now, as the CEO of League, Serbinis is focused on healthcare transformation. Payers, providers and pharmacy retailers build on the League platform to accelerate digital transformation and deliver high-engagement, personalized digital experiences. Millions worldwide use and love solutions powered by League to access, navigate and pay for care.   About League  Founded in 2014, League is the leading healthcare consumer experience platform, reaching more than 20 million people around the world and delivering the highest level of personalization in the industry. Payers, providers, and consumer health partners build on League's platform to deliver high-engagement healthcare solutions that improve health outcomes. To date, League has raised $235 million in venture capital funding, powering the digital experiences for some of healthcare's most trusted brands, including Highmark Health, Manulife, Medibank, and Shoppers Drug Mart.   Bright Spots in Healthcare is produced by Bright Spots Ventures Bright Spots Ventures brings healthcare leaders together to share working solution or "bright spots" to common challenges. We build valuable and meaningful relationships through our Bright Spots in Healthcare podcast, webinar series, leadership councils, customized peer events, and sales and go-to-market consulting. We believe that finding a bright spot and cloning it is the most effective strategy to improve healthcare in our lifetime. Visit our website at www.brightspotsinhealthcare.com

In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Michael King, Senior Managing Director and Co-Head of Senior Credit at Manulife Investment Management, to take a deep dive into the world of direct lending and sponsored finance. Michael shares his journey from carpentry to credit, discusses the unique dynamics of middle market private equity firms, and unpacks Manulife's patient, deliberate approach to growing its private credit platform.   Discover how Manulife's focus on consistent underwriting, strong sponsor relationships, and market access has fueled success through various economic cycles, and hear Michael's thoughts on private credit's evolving landscape in 2025. From industry insights to advice for future professionals, this episode offers something for everyone in the insurance asset management space.

Dan Pontefract, author of Work-Life Bloom, joins Sales Talk for CEOs to share a groundbreaking approach to leadership. Key takeaways include redefining CEO responsibilities to include care, balancing humanity with execution, and fostering engagement through positive reinforcement. Dan also introduces a unique framework for navigating work-life cycles, offering practical advice for CEOs to inspire their teams and drive sustainable success. About GuestMy new book, WORK-LIFE BLOOM is a Thinkers50 Top New Management Book for 2024 and won the Gold Medal - Axiom Business Book Awards. Otherwise, I'm a leadership strategist, author, consultant, and keynote speaker. Other award-winning books include LEAD. CARE. WIN., OPEN TO THINK, THE PURPOSE EFFECT & FLAT ARMY. I help leaders realize that the future of work is now. Dan Pontefract is a renowned leadership strategist, author, and keynote speaker with over two decades of experience in senior executive roles at companies such as SAP, TELUS, and Business Objects. Since then, he has worked with organizations worldwide, including Salesforce, Amgen, the State of Tennessee, Nestlé, Canada Post, Autodesk, BMO, the Government of Canada, Manulife, Nutrien, and the City of Toronto, among others.As an award-winning and best-selling author, Dan has written five books: WORK-LIFE BLOOM, LEAD. CARE. WIN., OPEN TO THINK, THE PURPOSE EFFECT, and FLAT ARMY. Dan also writes for Forbes, Harvard Business Review, and other outlets.Dan is a renowned keynote speaker who has presented at four TED events and has delivered over 600 keynotes . He is an adjunct professor at the University of Victoria's Gustavson School of Business and has received over 25 industry, individual, and book awards.Dan's career is interwoven with corporate and academic experience, coupled with an MBA, B.Ed, and multiple industry certifications and awards. Notably, Dan is listed on the Thinkers50 Radar, HR Weekly's 100 Most Influential People in HR, PeopleHum's Top 200 Thought Leaders to Follow, and Inc. Magazine's Top 100 Leadership Speakers.About Guest CompanyDan offers a range of options to help you, your team, your entire organization, or your event with various leadership and corporate culture insights. Options include keynotes, workshops, strategic planning sessions, assessments, master classes, and various learning modules. Tailored or off-the-shelf, Dan's repertoire of knowledge and solutions is as wide as his musical tastes. (hint: very wide) Inquire: speak@danpontefract.comSocial Links https://www.danpontefract.com/content/https://www.linkedin.com/in/danpontefract/https://www.linkedin.com/company/the-pontefract-group/Books: https://www.danpontefract.com/content/booksbydan/Podcast: https://www.danpontefract.com/content/podcast/Blog: https://www.danpontefract.com/content/blog/Book recommended by Dan: https://www.danpink.com/books/drive/Podcast recommended by Dan: https://munkdebates.com/listen/Connect with Alice HeimanLinkedIn Profile: https://www.linkedin.com/in/aliceheiman/Alice's Website: https://aliceheiman.com/

The festive holiday season is upon us and what better time than now to reflect and prepare for the road ahead. Don't miss out on this unique opportunity to hear from Kevin and Macan as they look to 2025 and share their thoughts on equity and fixed income developments. Will equity fundamentals continue to be a defining theme in the new year? What role will security selection and duration management play in the fixed income space? Tune in to the year's last episode of Investments Unplugged, as our experts delve into their base case, bull case and bear case scenarios for 2025. This is one episode you just can't miss. Be sure to tune in! Intended for Investment Professionals, investors should connect with their financial advisor for more information.

Data surprises, recession concerns, shifting U.S. Federal Reserve policy? What if building a resilient portfolio mattered more than predicting future outcomes. This month, our Co-Chief Investment Strategist Kevin Headland had the pleasure of sitting down with Mawer Investment Management's President and Portfolio Manager Jim Hall to discuss how patience and discipline play a crucial role in navigating volatile markets. Listen in as Jim delves into some of our flagship funds and reminds us to approach investing with a steady hand. As markets fluctuate, a well thought-out, long-term strategy remains the cornerstone of success. Here's to embracing the journey and mastering The Art of Boring in investing! Be sure to tune in to our podcast episode.

Private markets are uniquely positioned to unlock the value of nature, which may be one of the world's most underappreciated assets. On this week's episode, BI's senior ESG associate Melanie Rua is joined by Anne Valentine Andrews, global head of private markets at Manulife IM, and Brian Kernohan, the firm's chief sustainability officer, to discuss how nature and climate can drive investment strategies. They explore frameworks such as TCFD and TNFD, the intricacies of carbon credits and biodiversity markets and the future of portfolio diversification. With over $16 billion in assets under management across agriculture and timberland, Manulife stands as the largest manager of natural capital assets. This episode was recorded on Oct. 18. For more insights, register for BI ESG's Dec. 11 conference here: https://bbgevent.app/esg-investment/See omnystudio.com/listener for privacy information.

In this episode of Life Accelerated, host Anthony O'Donnell sits down with Karen Leggett, Global Chief Marketing Officer at Manulife, for an insightful look into how AI and digital transformation are reshaping the insurance landscape. With a rich background spanning top leadership roles in banking and insurance, Karen shares how she's leading a customer-centric revolution, integrating AI, advanced analytics, and innovative technology to enhance customer experiences and streamline operations. Karen discusses Manulife's strategic approach to AI, sharing transformative projects like their internal AI tool, Chat MFC, which empowers employees across the organization to embrace AI for productivity and customer service. She also highlights pioneering initiatives like their behavioral insurance program and multi-cancer screening tool, showcasing how AI is not only improving operational efficiencies but also saving lives. Listeners will gain a firsthand look at how Karen's team has achieved significant milestones, from boosting customer satisfaction scores to transforming underwriting processes. This episode is a must for anyone interested in the future of insurance, AI integration, and leading a purpose-driven digital transformation. Key Takeaways: AI isn't just about creating efficiencies through automation but building more personal connections with customers. Establishing a value-driven, adaptable digital strategy enables companies to stay competitive and responsive in a rapidly evolving market. Technology should support human activities that improve customers' lives and companies' bottom lines. Jump Into the Conversation: (00:00) Introduction of Karen Leggett, Global Chief Marketing Officer at Manulife (02:15) Manulife's innovative behavioral insurance program and its impact on customer health (03:39) The power of AI to enhance customer experience and operational efficiency (08:50) Striving to be the most digital customer-centric leader in the industry (11:21) The strategic importance of AI and advanced analytics in Manulife's operations (18:56) Introduction of Chat MFC, Manulife's internal AI tool, and its role in empowering employees (25:43) Karen's approach to fostering an adaptable, AI-ready workforce Resources: Connect with Karen Leggett: https://www.linkedin.com/in/leggettkaren/ Check out Manulife: https://www.manulife.com/

Here we are—100 episodes and 7 years later! This truly is a remarkable milestone for our Investments Unplugged podcast, which has seen roughly 86,000 downloads since the pilot episode aired all those years ago. In this month's celebratory episode, we get up close and personal with our dynamic hosts and Co-Chief Investment Strategists: Kevin Headland and Macan Nia. Take a trip down memory lane as they reflect on their careers and offer valuable insight to aspiring young investment professionals. Considering a career in markets or investing? Think you could benefit from the lessons they've learned over the years? Tune in as Kevin and Macan look through the rearview mirror and commemorate their 100th episode. This is one episode you just can't miss. Be sure to tune in!

If you have been a long-time listener, you'll know that ever since I started my Canadian private practice, I have never offered direct billing to clients.  There were many reasons for this, such as when I started eight years ago, there weren't many insurance companies covering registered counselling therapists. Plus, each insurance plan seemed to have a different rule or agreement on whether a registered counselling therapist could be covered, and if so, by what percentage.  Until now! In 2024, there's been a big change where TELUS Health is now allowing registered counselling therapists and psychotherapists to be part of their platform, and the TELUS platform offers many different types of insurance companies. Listen in to find out more!  In this Episode: TELUS Health and Jane App  Discovering the offered insurance companies  How to integrate direct billing with your Jane App  TELUS Health and Jane App  ‘TELUS Health is now allowing registered counselling therapists and psychotherapists to be a part of their platform, and on their platform [are] many different types of insurance companies … Which makes it so much easier to direct bill.' - Julia Smith I really started to think about offering direct billing once I heard that TELUS Health integrates with Jane App.  I knew that if I could offer direct billing through my EMR, Jane App, and it would only take a couple of minutes that it would be worth looking into, and adding into my practice structure.  ‘The last thing I want to do is add another 15-30 minutes to each session having to deal with billing, but if it's only going to take five minutes to do direct billing, I know my clients would really appreciate that, and therapy would become more accessible for people that are looking for direct billing and therapy services!' - Julia Smith  Discovering the offered insurance companies  From talking with clients, I know that the three main insurance companies that people use are;  Sun Life  Manulife  Blue Cross  Unfortunately, TELUS Health only has Manulife, but then a tonne of other insurance companies. I started to talk with other therapists about Blue Cross to see if it's worth it to apply for direct billing with them, even though they're not part of the TELUS Health system.  Then, I started the process of adding direct billing to my private practice through TELUS Health and Blue Cross.  ‘Luckily in Canada as therapists we don't have to apply for an insurance panel, like therapists do in the states, as long as you have the degrees needed you can just apply to TELUS Health, to Blue Cross, and then any insurance program that offers therapy and accepts registered counselling therapists or psychotherapists, you'll be covered!' - Julia Smith How to integrate direct billing with your Jane App ‘Luckily, Jane App did not disappoint!' - Julia Smith  There were two videos that answered all of the pressing questions that you may have about linking insurance with your Jane App EMR - you can watch these videos here, and here, and learn how to integrate insurance with your Jane App as well! If you're ready to give Jane App a go, use my code FEARLESS to receive one month free!  ‘With your schedule, Jane App also shows a little insurance badge with the clients who are using insurance, so that can make it a lot easier to know which client's are going through insurance and which clients aren't.' - Julia Smith  With Jane App, you can reduce the amount of admin that you will have to do with each client!  Connect with me: Instagram Website  Resources Mentioned and Useful Links:  EP 140: Blackcy Placidass: Developing a Value-Based Practice | EP 140  Learn more about the tools and deals that I love and use for my Canadian private practice Article: How to Set Up a Canadian Private Practice Website   Sign up for my free e-course on How to Start an Online Canadian Private Practice Jane App (use code FEARLESS for one month free) Rate, review, and subscribe to this podcast on Apple Podcasts, Spotify, Amazon, and TuneIn

Julie Koeninger is Managing Director and Senior Portfolio Manager in Agriculture at Manulife Investment Management, where she serves as the senior agricultural portfolio manager for the Hancock Timberland and Farmland Fund and leads business development for Manulife Investment Management global agriculture strategy.  She has over 30 years of experience in agriculture investing, having worked in a series of roles at other institutions prior to joining Manulife and led the first ever securitization of US Agricultural mortgages.   Our conversation traces Julie's career at the intersection of infrastructure and finance and the evolution of those industries in terms of product creation and understanding of the asset class. We examine some of the lateral moves that Julie made throughout her career and how they contributed to her growth as a professional.  We spend some time on the innovations in products centered around agriculture and look at how investors are treating agriculture within the context of their overall portfolio.  This podcast is kindly supported by GCM Grosvenor. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments.  With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com.

Children are heading back to the classroom for yet another school year. What better time than now to reinforce our portfolios with lessons learned from our early childhood? This month, our Co-Chief Investment Strategists Kevin Headland and Macan Nia address economic concerns, equities and fixed income developments, and the art of managing volatility—all through the lens of some our favourite children's classics. Get ready to revisit some of your favourite childhood gems and gear up for the final stretch of 2024 with this truly unique perspective on markets. Don't miss out on this podcast episode.

In this episode of the InsuranceAUM.com podcast, Stewart Foley sits down with Jason Walker, Co-Chief Investment Officer at Manulife CQS, as part of the CIO Spotlight series. Jason shares his insights into current market conditions, focusing on the importance of downside protection and the opportunities created by market dislocations. He emphasizes how sentiment, liquidity, and new variables are reshaping markets, offering opportunities for savvy investors. Jason also discusses the impact of higher rates on credit markets, structured credit, and how his team at Manulife CQS navigates uncertainty with a disciplined, bottom-up approach.   The conversation dives into significant risk transfer (SRT) markets, U.S. commercial real estate, and the role of flexibility in portfolio construction. Jason explains how experience and strategic risk-taking are key to capturing returns in today's markets. With a thoughtful discussion on political risk and opportunities in structured credit, this episode is packed with insights from a seasoned CIO leading through complex market conditions.

Nate Thooft, chief investment officer and senior portfolio manager at Manulife Investment Management says he's not "banging the table to be significantly overweight" in the technology issues that have carried the stock market back to record high levels. He says investors should be looking at areas besides U.S. tech stocks — shifting into small-cap stocks, health-care companies, real estate investment trusts and more — to keep moving forward at a time when he sees real signs that the economy is slowing.  Alex Coffey, senior trading strategist at Charles Schwab, is less worried about the market's ability to keep pushing forward led by the big names, noting that "We're at all-time highs for a reason," and saying the Standard and Poor's 500 index could reach 6,000 before the year is done. Miguel Laranjeiro, investment director at abrdn, sees rate cuts making muncipal bonds more attractive, which he says will trigger "the beginning of a robust in-flow cycle into the muni space." In the Market Call, Scott Rosenthal, portfolio manager for Hotchkis & Wiley Capital Management, discusses worldwide value investing.

Kevin Wright is the COO of Farmland Services at Manulife. Manulife Investment Management manages a diversified global portfolio of timberland and agriculture with forests covering 5.5 million acres across the United States, Australia, Brazil, Canada, Chile, and New Zealand, and farms covering nearly 400,000 acres of prime farmland across the United States, Australia, Canada, and Chile Kevin leads the teams responsible for operations, management, and support of the North American row crop portfolio. In this capacity, Kevin oversees the teams that manage, operate and support clients' row crop properties in the United States and Canada.  In his expanded role as Interim North American Regional Operation Lead (“NARO”) and Chief Operation Officer (“COO”) of the Western U.S. Permanent Crops, Kevin will be responsible for leadership of the MAS leadership team and the commercial enterprise, as well as overseeing the manufacturing of the returns in our tree nut and tree fruit platforms. Prior to joining the firm in 2020, Kevin was president of E. Ritter Agribusiness, Inc., a fifth-generation family owned vertically integrated agricultural business, where he led the management of the family's agricultural land and business portfolio. — This episode is presented by American AgCredit. Learn more HERE. Check out Matt Woolf's episode on the California ag market HERE. — Links Manulife - https://www.manulifeim.com/timberland-agriculture/global/en Kevin on Linkedin - https://www.linkedin.com/in/kevin-wright-087b6b31/ Join the Co-op - https://themodernacre.supercast.com Modern Acre Newsletter - https://themodernacre.substack.com — Disclosures The views and opinions expressed in this podcast are those of the speakers, are subject to change as market and other conditions warrant, and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that the investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal. Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. The information provided does not take into account the suitability, investment objectives, financial situation, or particular needs of any specific person. All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients and prospects should seek professional advice for their particular situation. Neither Manulife Investment Management, nor any of its affiliates or representatives (collectively “Manulife Investment Management”) is providing tax, investment or legal advice.

The dog days of summer are over, and volatility is back with a vengeance. In just a short period of time, we've dealt with a messy unwinding of carry trades, shifts in Fed policy, and material developments on the U.S. presidential front. How has this clouded the bigger picture? Don't miss out on an opportunity to go behind-the-scenes with Sandy Sanders, our Senior Managing Director, and Portfolio Manager of the Manulife U.S. All Cap Equity Fund. In an interactive discussion moderated by our Co-Chief Investment Strategist Macan Nia, Sandy chimes in on everything from the U.S. economy to the ongoing A.I. frenzy, U.S. elections and rotations across market capitalizations. Tune in to our new episode to learn more.

Unruly markets, unpredictable interest rates and a possible resurgence in inflation—are all your income options on the table? In this podcast episode, we sit down with our newly appointed Head of Specialists and former Director of ETFs and Alternatives , Rob Wernic. In this interactive discussion, Rob underscores the need for alternative income investments, outlining the key differences between traditional income solutions and our new Manulife Smart Enhanced Yield ETFs. Tune in to our new episode to learn more.

Welcome back to the Alt Goes Mainstream podcast.Today's episode features a guest who has consistently and astutely figured out the growth areas in private markets.We are joined by Manulife's new Global Head of Private Markets Anne Valentine Andrews. She's responsible for the strategy, business development, and growth of Manulife Investment Management's private markets business. Manulife has a platform that spans real estate, infrastructure, timber, agriculture, private equity, and credit.Anne has a comprehensive and informed purview of both private markets trends and of the different asset classes. She brings together the CIOs from each asset class in the Manulife business and works with the global product group to drive private markets product innovation across the institutional, retail, and retirement channels.Anne has a wealth of experience in private markets and in infrastructure in particular. She joined Manulife from BlackRock, where she was most recently Global Head of Infrastructure and Real Estate. Previously, she was Co-Head and Chief Operating Officer for the Morgan Stanley infrastructure platform and was a Director at Macquarie Bank.Anne and I had a fascinating conversation about the evolution of private markets and how to build out a private markets investment platform and its brand. We discussed:How to approach building a private markets investment platform at an industry behemoth.Why culture matters at an investment firm.The continued consolidation of alternative asset managers.What it means to connect real assets with real money.How to build a brand and educate investors.How to bring private markets investment opportunities into retirement accounts.The opportunity in infrastructure investing.Thanks Anne for coming on the show to share your experience and wisdom on private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message from Ultimus Fund Solutions01:18 Podcast Opening and Guest Introduction03:39 Anne Valentine Andrews' Career Journey04:42 Evolution of the Infrastructure Investments05:41 Infrastructure's Resilience and Growth06:27 Building a Private Markets Platform14:28 Challenges and Strategies in Making Acquisitions17:12 Evaluating Culture and Integration in Asset Management18:47 Building a Comprehensive Platform20:20 Educating Investors and Expanding Access23:29 Future of Alternatives in Retirement Accounts26:43 Platformization of Alternatives28:01 Building and Marketing a Trustworthy Brand in Financial Services29:30 Learning from Other Industries: Amazon's Influence31:15 The Evolution of Asset Management31:57 Adapting to Market Changes and Mega Trends33:34 The Importance of Long-Term Investment Strategies34:33 Decarbonization and Natural Capital35:32 The Importance of Long-Term Thinking40:02 Connecting Real Assets to Real Money45:42 Risks and Opportunities in Infrastructure Investment48:03 The Role of Scale in Private Markets in Infrastructure49:21 Future of Alternative InvestmentsThe views and opinions expressed in this podcast are those of the speakers, are subject to change as market and other conditions warrant, and do not constitute investment advice or a recommendation regarding any specific product or security. There is no guarantee that the investment strategy discussed will be successful or achieve any particular level of results. Any economic or market performance information is historical and is not indicative of future results, and no forecasts are guaranteed. Investing involves risks, including the potential loss of principal.Financial markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. The information provided does not take into account the suitability, investment objectives, financial situation, or particular needs of any specific person.All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients and prospects should seek professional advice for their particular situation. Neither Manulife Investment Management, nor any of its affiliates or representatives (collectively “Manulife Investment Management”) is providing tax, investment or legal advice. Manulife Investment Management paper titled U.S. farmland investment returns: continued gains in 2022; 5/19/23. NCREIF collects U.S. farmland property-level performance realized by institutional investments and reports the aggregated results within its Farmland Property Index (FPI). Manulife Investment Management is a participating member in the FPI. The index requires participating managers to report all eligible properties. Usage of this data is not an offer to buy or sell properties.Manulife, Manulife Investment Management, Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.Man...

On this episode of the DealQuest Podcast, Grace Vandecruze joins me to share her remarkable journey from humble beginnings in Guyana, South America, to becoming a leading investment banker in the financial services industry. With over 20 years of experience, Grace brings a wealth of knowledge in mergers and acquisitions, financings, capital strategies, valuations, restructurings, and private placements. Throughout her career, Grace has been instrumental in numerous restructurings, debt and equity offerings, IPOs, M&A transactions, team mutualization, and regulatory projects within the global life and PNC reinsurance and insurance markets. Her personal story of resilience and professional insights offer invaluable lessons for listeners.THE INFLUENCE OF EARLY LIFE AND FINANCIAL SECURITYGrace recounts her early life in Guyana and the significant impact of her grandmother, who instilled in her the belief that she could achieve anything. Despite facing significant hardships, including a devastating house fire that left her family homeless, Grace's resilience and determination led her to a successful career in finance. Her personal experiences underscore the importance of insurance and financial security, fueling her passion for her work.FROM AUDITING TO INVESTMENT BANKINGGrace's career path started in high school, leading her to major in accounting at Pace University. After working as a financial auditor at EY for five years, she sought more dynamic challenges, leading her to the Wharton Business School and an internship at Merrill Lynch. Grace's transition from auditing to investment banking saw her playing pivotal roles in the demutualization of major insurance companies like MetLife, John Hancock, Prudential, Manulife, and Sunlife.INSURANCE INDUSTRY INSIGHTSGrace provides an overview of the U.S. insurance market, noting its developed yet fragmented nature. She discusses key drivers for mergers, such as capital needs, regulatory requirements, and succession planning. Despite a current slowdown in M&A activity due to high-interest rates, the industry remains ripe for consolidation. Grace also highlights the impact of climate change on the insurance sector, influencing company decisions and M&A activity.SIGNIFICANT DEALS AND STRATEGIC APPROACHESGrace recounts facilitating a notable deal between Commercial Travelers and Berkshire Hathaway, showcasing her negotiation skills and ability to build valuable connections. Her strategic approach and deep industry knowledge have been instrumental in numerous high-stakes transactions. She later became Managing Director at Swiss Re and founded her own firm, Grace Global Capital. Her career challenges parallel her passion for mountain climbing, emphasizing the importance of mental resilience.TECHNOLOGICAL ADVANCEMENTS AND INDIUSTRY TRENDSGrace highlights the potential for AI to solve specific pain points in the insurance industry and drive significant value. Technological capabilities are crucial in acquisition transactions, exemplified by Microsoft's investment in OpenAI. The integration of AI and the emphasis on developing human capital are key trends shaping the insurance industryPERSONAL FINANCIAL PHILOSOPHYGrace shares insights from her book, "Homeless to Millionaire: Six Keys to Uplift Your Financial Abundance," focusing on financial empowerment and shifting from a scarcity mindset to one of abundance. She underscores the importance of rewriting one's money story to overcome financial trauma.• • • For my full discussion with Grace Vandecruze, and more on this topic and topics not featured in this blog post:Listen to the Full DealQuest Podcast Episode Here• • • FOR MORE ON GRACE VANDECRUZE:LinkedInGrace Global Capital Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today!

Are you inundated with stories? One of the most important rules when making investment decisions is to avoid getting caught up in headlines. In this podcast episode, we chat with our very own Senior Portfolio Manager, Fundamental Equity Patrick Blais about the importance of blocking out the noise and making fact-based investment decisions. With an investment process that highlights cash flow as the real driver of economic value, Patrick and his team look to uncover the best ideas at attractive valuations. Tune into our new episode to learn more.

Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/572What if you could effortlessly manage your development infrastructure while ensuring robust security and compliance? Join us as we sit down with Raphael Pothin, a Lead Power Platform Reliability Engineer at Manulife, who is revolutionizing governance processes and streamlining administrative tasks with the Power Platform. Raphael shares his passion for DevOps and dives into the game-changing potential of the Terraform provider for Power Platform, bringing infrastructure as code to new heights.Discover how Microsoft's Power Platform can transform your development workflow, freeing you from the complexities of maintaining infrastructure. Raphael walks us through the advantages of using Dataverse for data management and integrating backend solutions with Azure services. We discuss the often-debated topic of control versus efficiency, highlighting how Power Platform stands up to enterprise demands while allowing developers to maintain ALM rigor and source control.Finally, we explore the rich resources available for developers making the transition to Power Platform. Raphael emphasizes the value of Microsoft Learn and community engagement, and reveals how Microsoft Fabric integrates seamlessly with Dynamics 365 for advanced data processing. Hear firsthand how Manulife leverages the Power Platform on a global scale, navigating data sovereignty challenges in the financial sector. Plus, gain insights into boosting productivity through Power Automate and Power Apps, as Raphael shares personal strategies for overcoming performance challenges. Tune in for an episode packed with actionable insights and expert advice!90 Day Mentoring Challenge 10% off code use MBAP at checkout https://ako.nz365guy.comSupport the Show.If you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Roy Gori—the CEO of Canada's largest insurance company, Manulife—talks about how changes in life expectancy have altered the insurance landscape.

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar: Invest with conviction: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income

The clock is ticking for the changes to capital gains to take effect. The window is also closing to do anything proactively about it before the changes occur. I sat down with Hemal Balsara, Head of Tax, Retirement, and Estate Planning, Individual Insurance, Manulife for this episode to get to the bottom of the changes. Hemal was part of a group invited to a closed-door meeting for the first viewing of the proposed changes and (you'll hear in the episode) as the document was handed out, he heard a wave of people muttering “capital gains”… “capital gains” and, in his own words: “I can't believe they finally did it” Hemal and I dive into the changes to help you answer specific questions I've been getting from clients like: Should I sell anything before the deadline? How will the changes affect what's outside of my corporation? What about my investments inside? What can I do about these changes? What existing tax strategies will still work? What existing tax strategies might work better? Even if you're listening to this episode after the changes have taken effect, we talk about what long-term adjustments to your existing plan might make sense considering these changes. It's not all about what you can do before the 25th. As always, consult someone who knows your specific situation before making any changes to your finances. If you're wondering how these changes might affect your financial plan and ability to retire, a fee-based plan might make sense for you. If you like the idea of having a roadmap to your goals, knowing exactly what you're getting for what you're paying, and no hidden commissions, book a free discovery call to see if the time is right for you to get a financial plan: https://www.galenhelpsdocs.com/call To follow Hemal and read his up-to-date articles analyzing the changes, you can find him on LinkedIn here.

Strengthen your defence and sharpen your offence with Manulife liquid alternatives. Join us as we unveil our two new alternative fixed-income solutions. Hear from the lead portfolio managers of these strategies Chris Chapman and Roshan Thiru as they outline their investment approaches and delve into the key differentiators that set their teams apart. Tune into our new episode to learn more.

Manulife Financial Corp CEO Roy Gori speaks on a growing interest in long-term care deals and Manulife's growth in Asia with Bloomberg's Katie Greifeld.See omnystudio.com/listener for privacy information.

All links and images for this episode can be found on CISO Series. Check out this post for the discussion that is the basis of our conversation on this week's episode co-hosted by me, David Spark (@dspark), the producer of CISO Series, and Geoff Belknap (@geoffbelknap), CISO, LinkedIn. Joining me is our guest, Ben Sapiro, head of global cyber security services, Manulife. In this episode: Why do we see a dearth of CISOs listed in executive leadership? Is this just a factor of company reporting structure? Or do CISOs really not have a seat at the table with the business? How do we convince the C-suite? Thanks to our podcast sponsor, Query Query Federated Search gets to your security relevant data wherever it is - in data lakes, security tools, cloud services, SIEMs, or wherever. Query searches and normalizes data for use in security investigations, threat hunting, incident response, and everything you do. And we plug into Splunk. Visit query.ai.

Canadian journalist Nora Loreto reads the latest headlines for Wednesday, January 31, 2024.TRNN has partnered with Loreto to syndicate her daily news digest and share it with our audience—tune in every morning on the TRNN podcast feed to hear about the latest important news stories from Canada and around the world.Find more headlines from Nora at Sandy & Nora Talk Politics podcast feed.Help us continue producing radically independent news and in-depth analysis by following us and becoming a monthly sustainer:Donate: https://therealnews.com/donate-podSign up for our newsletter: https://therealnews.com/newsletter-podLike us on Facebook: https://facebook.com/therealnewsFollow us on Twitter: https://twitter.com/therealnews