Podcasts about municipal strategist

Recorded on 10/20/2023  Municipal bonds play a key role in advancing public infrastructure projects.  In this episode, we focus on the Indiana Convention Center, its role in the local economy, its bonds and the relative attractiveness of municipal debt issued in the Hoosier State.  If you've always wondered about the plumbing of how financing gets raised for public projects like the expansion of the convention center and what opportunities that creates for investors, this episode is for you! Relevant Links: Indianapolis Convention Center: https://www.icclos.com/ 6th expansion in its history (since 1972) recently broke ground - https://www.icclos.com/about-us/indiana-convention-center-expansion-project/ Indiana Finance Authority - https://www.in.gov/ifa/ ISBA - https://www.in.gov/iscba/ Book Recommendations The Power Broker: Robert Moses and the Fall of New York by Robert Caro Neuromancer by William Gibson Guest Bios Jack Muller, CFA Jack joined MacKay Shields in 2023 as a Research Analyst. Before joining to MacKay Shields, he was a Municipal Strategist at Citigroup, where he spent ten years in various capital markets roles. Jack graduated from the University of Pennsylvania with a B.A. in International Relations and Economics, and he is a CFA Charterholder. He has been in the financial services industry since 2013. Background on MacKay Shields MacKay Shields is a global boutique investment firm with $129 billion in assets under management (as of 9/30/2023).   We provide investors with specialty fixed income expertise across global fixed income markets including municipal bonds, structured credit, corporate credit and emerging markets debt.  For decades, our dedicated teams of specialists have delivered customized solutions backed by disciplined research and a commitment to delivering long-term value for its clients. The MacKay Shields client experience provides investors direct access to senior investment professionals.  MacKay Shields is a wholly owned subsidiary of New York Life Investment Management Holdings LLC, which is wholly owned by New York Life Insurance Company.  We have been managing assets for New York Life Insurance Company since 1985. Visit our website: www.mackayshields.com   Who are the hosts? Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.    

Patrick Luby is the Municipal Strategist at CreditSights. With over 30 years in the industry, Pat has extensive experience in the trading, research, sales, distribution and management of municipal bonds and municipal bond products, including separately managed accounts (SMAs), mutual funds and ETFs. He is a member of the National Federation of Municipal Analysts, the Municipal Analysts Group of New York, the Fixed Income Analysts Society. Pat received his BA from the University of Florida.   Listen to this insightful RIA episode with Patrick Luby about the authority on credit markets, CreditSights. Here is what to expect on this week's show: - How the market can change without from an investor's perspective without being aware of it. - Why it's more difficult for investors or advisors to change positions in the Municipal Market. - How CreditSights is a subscriber paid business that gives opinions about the market. - Why you shouldn't automatically turn down a bond with a smaller safety margin. - How ultra-safe but expensive investments might not belong in your portfolio.   Connect with Patrick: Links Mentioned: creditsights.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Walter, CEO of National Land Realty, gives his take on why land sales are skyrocketing this year. Bryan Whalen, TCW's Fixed Income Group Managing Director & Portfolio Manager, talks markets. Michael Zezas, Chief US Public Policy Strategist and Municipal Strategist for Morgan Stanley, discusses markets and fiscal policy. Bill Studebaker, CIO of ROBO Global, talks about the adoption of robotics amid labor shortages, and how to invest. Hosted by Paul Sweeney and Kailey Leinz. See omnystudio.com/listener for privacy information.

Barbara Corcoran, Founder of the Corcoran Group, Shark and Executive Producer of ABC's “Shark Tank,” discusses how she is helping small businesses recover from the pandemic. Michael Zezas, Chief US Public Policy & Municipal Strategist, discusses U.S. infrastructure, and the bond market, Stephen Kane, Group Managing Director and Portfolio Manager at TCW Fixed Income, discusses what to expect from Jackson Hole, and where to find yield. Steve Quick, Global CEO of Unispace, discusses return to work, and the future of the office space. David Harden, Chief Investment Officer of Summit Global Investments, discusses opportunities in the markets, and the outlook for monetary policy. Hosted by Paul Sweeney and Matt Miller. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the state and local aid to goverments. Chris Lu, Former Deputy Secretary of Labor under Obama and Senior Fellow at the University of Virginia Miller Center, discusses the passage of the Biden relief bill and what comes next. Gabrielle Coppola, Bloomberg auto reporter, on Apple’s foray into the auto market. John Authers, Senior Editor for Bloomberg Markets and Opinion columnist, on his column: “The Inflation Scare Is Missing Some Inflation.” Hosted by Paul Sweeney and Matt Miller.  

Max Nisen, Bloomberg Opinion biotech and health care columnist, on Pfizer's vaccine data showing it prevents 90% of covid infections. Mike Mayo, Senior Banking Analyst at Wells Fargo Securities, on the big day for the banks. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the importance of the Georgia runoff and his current strategy post-election. Thomas McLoughlin, Head of Americas Fixed Income at UBS Global Wealth Management, on bond markets after positive vaccine and election news. Hosted by Paul Sweeney and Vonnie Quinn. 

Marty Walsh, Mayor of Boston, says there has been very little assistance from Washington through the pandemic in regards to PPE and preparing residents for the future. Stephanie Kelly, Aberdeen Standard Investments Senior Political Economist, says populism in Italy will be a key political risk to watch next year. Michael Zezas, Morgan Stanley Head of U.S. Policy Research & Municipal Strategist, discusses possible outcomes of the U.S. election. James Sweeney, Credit Suisse Chief Economist, says household cash flows and incomes will be restricted without new help from the government.

Marty Walsh, Mayor of Boston, says there has been very little assistance from Washington through the pandemic in regards to PPE and preparing residents for the future. Stephanie Kelly, Aberdeen Standard Investments Senior Political Economist, says populism in Italy will be a key political risk to watch next year. Michael Zezas, Morgan Stanley Head of U.S. Policy Research & Municipal Strategist, discusses possible outcomes of the U.S. election. James Sweeney, Credit Suisse Chief Economist, says household cash flows and incomes will be restricted without new help from the government. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ben Laidler, Tower Hudson Research CEO, expects a melt-up in the fourth quarter. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, discusses where vulnerabilities are in the markets ahead of the U.S. election. Michael Zezas, Morgan Stanley Head of U.S. Policy Research and Municipal Strategist, examines how the election could impact infrastructure policy. Stephen Stanley, Amherst Pierpont Chief Economist, says the economy can continue to recover without more stimulus in the near-term.

Ben Laidler, Tower Hudson Research CEO, expects a melt-up in the fourth quarter. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, discusses where vulnerabilities are in the markets ahead of the U.S. election. Michael Zezas, Morgan Stanley Head of U.S. Policy Research and Municipal Strategist, examines how the election could impact infrastructure policy. Stephen Stanley, Amherst Pierpont Chief Economist, says the economy can continue to recover without more stimulus in the near-term. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

James Fallon, Editorial Director of Women's Wear Daily, discusses how the pandemic will forever shape the retail landscape as we know it. Marko Papic, Chief Strategist for Clocktower Group, discusses how markets are embracing hysteria and being too pessimistic. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the muni market risks from strapped states. Kevin Thorpe, Chief Economist and Head of Global Research at Cushman & Wakefield, discusses the projected recovery to commercial real estate from the Covid-19 pandemic.

Shira Ovide, Bloomberg Opinion technology columnist, on the existential problem of Apple's declining iPhone sales. Harley Finkelstein, COO of Shopify, discusses earnings and why the direct to consumer movement is the future of retail. Michael Zezas, Chief US Public Policy & Municipal Strategist for Morgan Stanley, on the $2 trillion proposed infrastructure plan. Ken Monaghan, Amundi Pioneer Co-Director of High Yield, discusses the high yield landscape. Bloomberg Markets AM with Lisa Abramowicz and Paul Sweeney.

You many have imagined a future of transit where we all blast off to work strapped into personal jetpacks or shuttle our kids to and from school in flying cars. But the future is now, and the innovative transportation systems of today are surprising in their own right. The best among them are reimagining infrastructure design and project funding to get people moving across town and around the globe. In this second episode of the new season of the Ideas podcast, we head to a place where the future of transportation is already in motion: Dar es Salaam, Tanzania. There, we ride a DART bus, one of the most advanced bus rapid transit systems in the world. Steven Higashide, Director of Research for TransitCenter, helps us understand the road blocks between U.S. cities and better public transit, and we learn from Sarah Kaufman, of the Rudin Center Transportation at NYU, about ways to move beyond ride sharing and fill the gaps that existing transportation can’t cover. Finally, Michael Zezas, Managing Director and Chief US Public Policy & Municipal Strategist at Morgan Stanley, helps us imagine a future of interconnected services—autonomous vehicles linking riders to mass transit on rails and roads—that respond creatively to the city’s existing infrastructure challenges.The host Ashley Milne-Tyte is a contractor of Pineapple Street Media. The guest speakers are neither employees nor affiliated with Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.Morgan Stanley and its affiliates do not currently offer the services provided by Umbrella or Score, which are not affiliates of the Firm. Morgan Stanley has not conducted a review or diligence of these companies. This should not be considered to be a solicitation or endorsement by the Firm of Umbrella or Score or their services.© 2019 Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. Members SIPC.

BlackRock is the world's largest asset management firm guiding individuals, financial professionals and institutions in building better financial futures. The firm has over 130 Billion in assets under management. Sean Carney, Head of Municipal Strategy for the BlackRock Investment Strategy Team joined Bart on air to discuss Municipal Bonds, the Salt State intricacies and his ultimate lesson learned thoughout his career. He is also a member of the firm's Investment Strategy Team, a Seven-member committee led by Peter Hayes and tasked with setting the strategic direction of BlackRock's tax-exempt product suite.Mr. Carney has 16 years' experience in the industry, having joined BlackRock in 2007 as a municipal bond trader on the Private Investor platform and previously working as a municipal bond broker at Chapdelaine & Co. in New York City. In his current role as Head Municipal Strategist, Mr. Carney monitors market developments on a daily basis and offers analysis and interpretation of technical and fundamental developments for BlackRock's broader municipal bond organization. He is a frequent commentator on the market and is a lead author of the firm's monthly municipal market review and outlook. In 2017 Mr. Carney received recognition as the industries top Municipal Strategist by Smith's Research and Grading covering over 80 buy-side and sell-side firms. Mr. Carney holds a bachelor's degree from Moravian College and served six years as an infantryman in the U.S. Army National Guard. To learn more: www.blackrock.com   The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher. Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com. Learn more about Bart by visiting www.BartZandbergen.com