Podcasts about Northern Trust

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduce fees, and enhance efficiency without overhauling existing systems. Learn about the core infrastructure of Finbourne, the role of AI and data virtualization, and the significant social impact Finbourne's solutions can bring to both investors and financial services.LINKSFinbourne: https://www.finbourne.com/

This episode is the 3rd in our careers focused series, recorded on-site at Shared Services & Outsourcing Week America, SSON's largest event. The event bought together over 1100 participants, 100 exhibitors and 200 thought leaders. I took the opportunity to interview some of the shared services leaders onsite about their career-paths. In this episode, we are featuring Lorena Espinosa, O2C Value Creation Consultant, Mars, and CK Taneja, SVP Transformation, Innovation and Resiliency, Northern Trust. During the episode Lorena speaks about her experience with SSON's GBS Certification, if you're interested in learning more about this or registering for the next cohort, the information can be found here. As a sidenote, both these interviews were recorded onsite at our flagship summit Shared Services & Outsourcing Week North America, so there may be some slight background noise! If you have any feedback, someone you want to nominate to be profiled or a topic you would love me to cover then please add me on LinkedIn or email me at sally.fletcher@ssonetwork.com  And of course if you like what you hear then please check out the agenda for our next Shared Services & Outsourcing Week North America in September and our Finance Transformation Virtual Summit, 10-11 June.      

John Onderdonk is a fourth-generation cattle rancher and the head of Northern Trust's Agricultural Properties Group which manages farm, ranch and timber assets as trustee and executor for Northern Trust clients. In our episode, John will discuss the growing popularity of ranches among wealthy families and the challenges and opportunities of owing (or inheriting) these assets.(1:03) – How did John's family get into cattle ranching?(3:46) – What role did the ranch play in John's early years?(5:02) – How does John help ranch owners in his role at Northern Trust?(8:29) – What's driving the growth in ranch ownership?(11:43) – What challenges should people look out for when they're either inheriting or looking to buy a ranch?(14:30) – What are some of the opportunities or innovations that could help ranch owners stay profitable?(17:13) – How does John build credibility for himself among other ranch owners?(19:21) – How similar is Yellowstone to the realities of running a ranch?(21:01) – What does John love—and not love—about running his own ranch?(23:07) – What is the ‘why' that motivates John?© 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice. The information contained herein, including any information regarding specific investment products or strategies, is provided for informational and/or illustrative purposes only, and is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any investment transaction, product or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness and interpretation cannot be guaranteed. Farmland investment return data was sourced from Nuveen, “Investing in farmland.”

The Estate Planning Short Course is May 5th and 6th in Champaign and via live webcast and May 19th and 20th in Chicago. The course includes two full days of practice guidance and networking opportunities for estate planning attorneys. With so many new developments in estate planning to be covered during this program, we're fortunate to hear from Lorraine Cavataio of Sandberg Phoenix & von Gontard P.C. and Stacy Singer of The Northern Trust who are co-chairs of the planning committee for this year's program to learn more about what attendees can expect.IICLE® is a 501(c)(3) not-for-profit based in Springfield, Illinois. We produce a wide range of practice guidance for Illinois attorneys and other legal professionals in all areas of law with the generous contributions of time and expertise from volunteer attorneys, judges, and other legal professionals.

President Donald Trump signed a proclamation to implement a 25% tariff on auto imports, which will come into effect on April 3, initially targeting fully assembled vehicles. Trump also suggested further tariffs would be imposed on the European Union and Canada if they worked together “to do economic harm” to the US, and threatened levies on lumber, semiconductors, and pharmaceutical drugs. The tariffs are expected to raise prices of foreign-made cars, and even US-made vehicles may see price increases if supplies and parts are hit by levies or if supply chains are cut off from manufacturing in lower-cost countries. In this bonus episode of the Bloomberg Daybreak Europe Podcast Caroline Hepker and Stephen Carroll get the thoughts of our EMEA News Director Ros Mathieson and our Markets Live Executive Editor Mark Cudmore as well as hearing from Carl Tannenbaum, Chief Economist at Northern Trust.See omnystudio.com/listener for privacy information.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Anwiti Bahuguna, PhD, Chief Investment Officer of Global Asset Allocation at Northern Trust Asset Management. The conversation explores Northern Trust's latest long-term capital market assumptions and the macroeconomic forces likely to shape insurer portfolios over the next decade—from AI-enabled productivity and energy transition to evolving patterns of globalization.   Anwiti shares how her team blends quantitative modeling with insights from asset class specialists to create actionable 10-year outlooks for insurance investors. The discussion spans implications for fixed income and equity allocations, real assets as inflation hedges, and the growing relevance of private markets—particularly private credit. With practical insights on capital formation, macro themes, and manager selection, this episode offers a roadmap for insurance CIOs and investment teams navigating the complexities of a shifting global landscape.

Our host Marc Mallett, Chief Strategy Officer, Asset Servicing at Northern Trust, sits down with Tom South, Chief Information Officer at Northern Trust, to chat about the evolving cybersecurity landscape. They speak about the growing role of AI – both as a potential weapon to commit cybercrime as well as a powerful tool for defense … Read More Read More

Newest Virtual Chapter Lead, Erika Fleming, Senior Manager, Business Architect at Charles Schwab, joins her Co-Lead, Lori Paris, Senior Vice President and Head of Client Management at Northern Trust, to share the unique origin story of how she found her way into securities finance and offers advice for other women developing their careers. Continuation of "Our Stories" mini podcast series.

Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin cover the industry leading headlines and market movements, including tokenized private credit, data reporting, and institutional DeFi access. This week Jason Barraza had the opportunity to host Edwin Mata from Brickken on their recent $2.5M raise and expansion of services for SME and institutional tokenization. They also dive into AI agents in tokenization and Edwin's prediction on where the RWA market cap will be by the end of 2025.   Join the RWA Foundation and Read the Whitepaper: RWAF.xyz Read STM's Global Tokenized Real Estate Market Guide 2024: https://docsend.com/view/rrfjz7zxzqb9na2q  Read the December 2024 RWA Securities Market Update: https://docsend.com/view/6vf42wm8quhnttuv    Company of the Week - Herwig: Tradable Company of the Week - Kyle: Sygnum    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Nico: https://www.linkedin.com/in/nicopantelis/  Jason: https://www.linkedin.com/in/jasonbarraza/  Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/@stmtvofficial    The Market Movements   Hamilton Lane to Offer Retail Access via Republic: https://www.hamiltonlane.com/en-us/news/hamilton-lane-expands-access-to-retail-investors   New Unicorn: Sygnum Bank via $58M Raise: https://www.ledgerinsights.com/digital-asset-bank-sygnum-raises-58m-at-valuation-of-1bn/   Tradable Tokenizes $1.7B in Private Credit: https://cointelegraph.com/news/tradable-1-7-billion-private-credit-onchain   Liquidise Launches Private Company Tokenization on Redbelly Network: https://liquidise.com/news-post/liquidise-launches-asset-tokenisation-solution-on-the-redbelly-network/   IX Swap Taps Into Almost 200M Users Via Line: https://www.ixswap.io/news/ix-swap-unlocks-rwa-tokens-for-196m-line-app-users   IX Swap Waves Goodbye to the Astronaut and Introduces New Logo   Brickken Completes $2.5M Raise: https://cointelegraph.com/news/brickken-rwa-platform-2-5-m-22-5-m-valuation   The Token Debrief   NUS Tokenizes Green Bond Reporting on Northern Trust's Matrix Zenith: https://www.northerntrust.com/united-states/pr/2025/nus-pilots-first-in-market-green-bond-reporting-tokenisation-initiative-with-northern-trust-and-uob   Tykhe Capital's Pioneer Platform Tokenizes USD Money Market Fund: https://www.media-outreach.com/news/hong-kong/2025/01/15/355931/pioneer-under-tykhe-capital-launches-hong-kongs-first-tokenized-usd-money-market-fund/   Scintilla and Verseprop Partner for Real Estate Tokenization: https://www.zawya.com/en/press-release/companies-news/scintilla-and-verseprop-announce-strategic-collaboration-to-revolutionize-real-estate-tokenization-qpf34b6a BTguru and Chainlink to Tokenize Turkey-Regulated Institutional Assets: https://crypto.news/btguru-and-chainlink-team-up-to-advance-tokenization-in-turkey/   Plume and Elixir Partner to Provide DeFi Access to Institutions: https://www.prnewswire.com/news-releases/plume-and-elixir-launch-first-institutional-rails-into-rwafi-using-tokenized-real-world-assets-from-blackrock-and-hamilton-lane-302353379.html     = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 2:22 Market Movements 13:37 STS Interviews: Brickken 25:54 Token Debrief 36:34 RWA Foundation Weekly Update 38:02 Companies of The Week: Tradable and Sygnum

Host Marc Mallett, speaks with Carl Tannenbaum, Chief Economist at Northern Trust, about what 2025 holds for the global economy. Carl unpacks the major trends that defined 2024 and shares key themes that he expects to take shape in 2025. Key Highlights: The influence and ramifications of 2024 global elections on economies  How immigration policies around the … Read More Read More

In the world of finance, numbers tell stories, but who are the women behind those numbers? The leaders who turn spreadsheets into strategy, setbacks into stepping stones, and challenges into lasting change. Welcome to this episode of Woman in the Mirror: BFSI Edition where our host, Nitika Goel, CMO, Zinnov, is in conversation with three trailblazers — Veda Persad, Country Executive, Northern Trust India, Mamatha Madireddy, Managing Director & Head of HSBC Global Service Centres (GSCs), India, and Sirisha Voruganti, CEO & Managing Director, Lloyds Technology Centre. This isn't a collection of success stories. It's an honest exploration of grit, resilience, and sisterhood in one of the most demanding industries. It's about finding comfort in shared experiences, learning from failures, and understanding that struggle is part of the journey—because it's through those struggles that we grow and rise. For every leader or aspiring leader who has ever doubted themselves, and for everyone who believes leadership isn't about fitting in but standing out—this is your moment. Dive into the stories that matter. Because leadership isn't a destination—it's the moments you rise above. Welcome to Woman in the Mirror. Tune in now!

In today's episode, we unpack how rigorous research translates into actionable strategies for wealth management. Ben and Mark are joined by Peter Mladina, Executive Director of Portfolio Research at Northern Trust Wealth Management and professor at UCLA. With an impressive body of published work and practical innovations like his goals-based asset allocation software, Peter offers a unique perspective on bridging the gap between theory and practice. The conversation delves into foundational topics like asset allocation and factor models, with a special focus on practical applications of research in wealth management. Peter shares insights from his research, including intriguing findings on factor investing and joint tests of market efficiency. From real estate investment trusts to the nuances of the Intertemporal Capital Asset Pricing Model (ICAPM), the discussion covers how these concepts can directly inform financial planning and portfolio construction. Tune in to explore the intersection of academic insight and everyday financial decision-making! Key Points From This Episode:   (0:00:17) Introducing Peter Mladina and his wealth management research. (0:04:00) Theoretical and practical shortcomings of Markowitz's Modern Portfolio Theory (MPT). (0:05:24) How the Capital Asset Pricing Model (CAPM) resolves MPT's shortcomings, and how the Intertemporal CAPM (ICAPM) resolves the CAPM and MPT's shortcomings. (0:10:16) Key distinctions between an optimal ICAPM portfolio and an optimal CAPM portfolio. (0:15:33) Allocating between liability hedge assets and risky assets, and when it's sensible for individual investors to try to fully hedge consumption liabilities. (0:20:14) The role of Monte Carlo simulation and human capital in building ICAPM portfolios. (0:24:15) Steps for practitioners starting with ICAPM and how to advise their clients. (0:37:18) Insights from Peter's papers on factor models: why common risk factors should explain returns across most asset classes. (0:40:11) The value of looking at asset classes through a factor lens. (0:41:54) Main factors Peter uses in his research and observations on the zoo of factors. (0:46:23) Takeaways from Peter's paper on real estate (and why he doesn't like it that much). (0:56:45) Unpacking hedge fund returns and factor models and Yale's endowment performance. (01:02:44) Peter's research on traded portfolios and jointly testing factor models and manager performance. (01:07:14) How Peter defines success, both professionally and personally.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Peter Mladina on LinkedIn — https://www.linkedin.com/in/peter-mladina-177194125/ Peter Mladina on SSRN — https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=890472 Northern Trust — https://www.northerntrust.com/ Episode 169: John Cochrane — https://rationalreminder.ca/podcast/169   Papers From Today's Episode:  ‘Real Estate Betas and the Implications for Asset Allocation' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3134732 ‘An ICAPM Framework for Asset Allocation' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4319731 ‘An ICAPM for Goals-Based Investing' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4943241 'Portfolios for Long-Term Investors' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3790823 ‘Yale's Endowment Returns: Manager Skill or Risk Exposure?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2959074

Kim Evans, Head of Corporate Sustainability, Inclusion & Social Impact at Northern Trust, joins Faster Forward for a deep dive into the importance of sustainability, and its connection to diversity, equity, and inclusion and social impact in any corporation. In this episode, Kim touches on the risks and opportunities that have emerged within the financial … Read More Read More

Join us for an engaging discussion on the evolution of digital journeys, the transformative role of AI, and the strategic importance of holistic approaches to create value in the financial services sector with Keri Smith, Global Banking Data and AI Lead at Accenture, and Purva Sule, banking platforms leader, ex-Northern Trust, ex-BMO, and independent startup advisor. Learn how AI technologies are being used to personalize customer interactions, improve service delivery, and drive growth. 

As a space that is expected to take off in coming years, the road to utilizing decentralized finance (DeFi) for regulated financial activities is under construction. Dan Sleep of Northern Trust and Boon-Hiong Chan of Deutsche Bank examine key driving forces in the DeFi domain and assess what lies ahead for the institutional investment industry … Read More Read More

Gary Casagrande traces his path through the industry, highlighting the value of continued learning throughout your career, as well as the work you'd need to put into networking in order to get the best returns. Hear about all that and much more in this episode of NicsaTalk.For more, visit http://nicsa.org/podcasts

From streamlining customer service to redefining how data drives decisions, generative AI is pushing boundaries and unlocking new levels of innovation in the banking industry.  But with these breakthroughs come complex challenges. In this episode, Alvin Chia, Head of Digital Assets Innovation, APAC at Northern Trust, and Manish Kogundi, Head of Digital Assets Technology, APAC … Read More Read More

Have you ever felt the pressure to fit into a certain mold, only to realize that true success comes from embracing your authentic self?  In this episode, we're talking with Ramiro Higuera about how embracing openness and curiosity fuels authenticity in professional and personal environments.  Ramiro Higuera is a Vice President and Regional Consultant for State Street Global Advisors SPDR, overseeing sales and relationships in the Western US for the Registered Investment Advisor (RIA) Channel. A 17-year industry veteran, he started at Vanguard, focusing on Ultra High Net Worth sales and helping launch the Robo-Advisor "Personal Advisor Services." He began his career in 2014 as an internal sales rep at Cole Capital and later became an external wholesaler at Northern Trust. Since moving to Bellevue, WA, Ramiro is active in community service, launching the Pacific chapter of Women in ETFs and serving on the board of CFA Society Seattle as Director of Educational Programming. He is also a board member for the Community Foundation of Snohomish County. An outdoor enthusiast, Ramiro enjoys running, hiking, kayaking, cycling, and golfing. He lives in Bellevue, WA with his wife and three children. Kristine Delano guides the conversation on how authenticity can drive confidence and build genuine connections.  Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Join Stephanie Farrell, Head of Integrated Trading Solutions, Americas, Northern Trust, and Ryan Forberg, Senior Fixed Income Trader, Integrated Trading Solutions, as they explore the rise of outsourced trading in the fixed income sector. Stephanie and Ryan will discuss the growth of outsourced trading, the misconceptions, and specifically why outsourced fixed income trading is gaining … Read More Read More

Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture Kamala Harris destroyed the entire economic narrative with the interview. Nobody is believing what she is stating, its actually the opposite. The feel the economy, she cannot gas light the people. Musk lets everyone know that the debt cannot be sustained, we must go to the source of the problem. The [DS] is now panicking, the interview with [KH] bombed, people know it was edited and when the leaked raw version comes out the people will see the truth. [KH] sounds like a frightened little girl and she needed her daddy next to her. The queen is blocking the King, Trump wants the queen out of the way. CISA is now preparing for cyber attacks. The [DS] is ready to move forward with their plan, the patriots are ready for it all.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy    https://twitter.com/ClayTravis/status/1829339800849052138 https://twitter.com/KobeissiLetter/status/1829236185517945019   average of homes purchasing plans index declined to a new 12-year low. This comes as mortgage demand has hit its lowest levels since 1995 and prices extend their move into record territory. Buying a home is now a luxury. https://twitter.com/drgurner/status/1829143834942415076   https://twitter.com/KobeissiLetter/status/1829497247563751482 https://twitter.com/WallStreetSilv/status/1829459055322288164 https://twitter.com/seanmdav/status/1829549575180529847    https://twitter.com/WallStreetSilv/status/1829481693972979891 94 US Banks Burdened by Uninsured Deposits – Risk of Bank Runs A new study by Florida Atlantic University believes that 94 separate US banks are facing a significant risk of bank runs. The at risk banks have all reported a 50% or higher ratio of uninsured deposits to total deposits. Basically, they simply do have the hard currency to shell out in the event of a panic. Banks currently limit cash withdrawals under the pretense of money laundering and security. They will ask all sorts of questions if you even TRY to withdraw your money. They realize we are on the verge of a crisis in banking on a global scale. The University's Liquidity Risk from Exposures to Uninsured Deposits index found that BNY Mellon and John Deere Financial have a 100% ratio of uninsured deposits, followed by State Street Bank (92.6%), Northern Trust (73.9%), Citibank (72.5%), HSBC Bank (69.8%), JP Morgan Chase (51.7%), and U.S. Bank (50.4%). Source: armstrongeconomics.com https://twitter.com/elonmusk/status/1829485522873623014   Political/Rights Texas State Rep. Shawn Thierry Breaks Free from Democrat Party, Joins GOP in Bold Move Against Radical Left   This pivotal decision comes as more and more Americans awaken to the extreme ideologies being pushed by the radical left. “I am leaving the left and joining the party of family, faith, and freedom,” Thierry said in a statement Friday. Her statement resonates with countless citizens who are fed up with the Democrats' relentless push for policies that undermine traditional values and threaten the well-being of families. Thierry took to X to share her heartfelt decision: Source: thegatewaypundit.com https://twitter.com/StephenM/status/1829214159311122885 Colorado Mayor Admits Police Have Lost Control of Part of Community to Venezuelan Illegal Migrant Gang “Tren de Aragua”  In California roaming groups of military-aged illegal migrants have been caught trying to take control of school busses full of children [STORY HERE].  Parents of the children formed defensive perimeters to block t...

Amid rising costs and a shifting priorities, how are asset managers rethinking their strategies to enhance the investor experience?    Caroline Higgins, Head of Global Fund Services for Asia Pacific at Northern Trust, unpacks the key trends and challenges reshaping the asset management landscape in APAC and beyond. She explains the strategies that asset managers are … Read More Read More

Get ready for an exciting chat with Giovanna Gonzalez, aka Gigi or the First Gen Mentor! Learn about Gigi's big switch from a corporate gig in financial services to becoming a financial educator and advocate for Latinas. She opens up about leaving her steady job at Northern Trust to chase her passion for financial literacy, sparked by her viral TikTok success. They dive into the emotional rollercoaster Gigi went through, including how it affected her family and the tough times she faced while writing her best-selling book, "Cultura and Cash." The episode is all about quitting with confidence and embracing change to follow your dreams. In this episode, you will learn the following : Pursuing passion for financial literacy and career advocacy for Latinas Impact of quitting on Gigi's family dynamics Going viral on TikTok and gaining a big following Denial of outside compensation by her employer and the emotional response to it Intersection of personal brand identity and corporate restrictions Episode Timeline: [00:02:08] - Quitting a corporate career  [00:04:00] - TikTok and career pivot  [00:11:38] - Family dynamics and quitting  [00:14:20] - Writing "Cultura and Cash" [00:19:57] - Emotional challenges of presenting  [00:23:23] - Serving a Specific Audience. [00:27:27] - Embracing Latina Identity  [00:30:17] - Family Dynamics and Career Success  [00:36:08] - Supportive Influences  Learn more about Giovana Gonzales: Website: https://www.thefirstgenmentor.com/ LinkedIn: https://www.linkedin.com/in/giovannagonzalez/ Instagram: https://www.instagram.com/gigithefirstgenmentor/ Learn more about Stefanie Gonzales and the Women's Wealth Effect: LinkedIn: linkedin.com/in/stefanie-gonzales-83a87aa Instagram: https://www.instagram.com/womenswealtheffect/?hl=en Facebook: https://www.facebook.com/Womenswealtheffect Early Retirement Planner: https://www.womenswealtheffect.com/planner Book Your Free 1:1 with Stefanie: https://www.womenswealtheffect.com/free Learn more about Bernadette Joy and the Crush Your Money Goals: Pre-order her book: https://www.simonandschuster.com/books/Crush-Your-Money-Goals/Bernadette-Joy/9781507222638 Website: https://www.crushyourmoneygoals.com/ 10 Money Tools: https://www.crushyourmoneygoals.com/freeguide

Welcome to the latest edition of Liquidity Link Live, your exclusive market analysis provided by Northern Trust Asset Management, one of the world's largest cash managers. Tune in each month to discover the very latest insights on the UK, Eurozone and US markets. This edition was recorded on the 7th August 2024.

Join Mike Srdanovic, Chief AI Architect at Northern Trust, and Charles Morris, Chief Data Scientist for Financial Services at Microsoft as they explore the rapid advancements in AI technology and its impact on the financial services industry. Mike and Charles share a comprehensive overview of AI co-pilots and agents, regulatory challenges, and the evolving landscape … Read More Read More

Data isn't just the new oil; it's the engine driving transformation. Listen as Northern Trust's Adrienne Kiessel, Head of Enterprise Data Governance and Subbaiah Maneyapanda, Senior VP of Enterprise Data Management & Analysis break down how their organization's data strategy is revolutionizing its approach to data governance and management.Of course, achieving such significant strides in data governance isn't easy. But by treating data as a valuable asset and continuously fostering a proactive, collaborative culture, Northern Trust has shifted away from siloed operations to embrace a truly cohesive strategy; one that includes the use of data management tools, like Collibra. Recorded live at DC 24 in Orlando, this session is a rare glimpse at how to empower practitioners within your organization to begin leveraging data for innovation and informed decision-making.Three reasons you should listen to this episode:1. Proactive Data Culture. Learn how Northern Trust is moving from reactive to proactive data management, breaking down silos and fostering a culture where data is treated as a core asset across the organization.2. Strategic Integration. Discover the strategic integration of data governance tools like Collibra, which enhances data quality and consistency, supporting regulatory compliance and business innovation.3. Empowering Practitioners. Understand the comprehensive approach to empowering thousands of data practitioners through education, support, and a centralized governance model, driving meaningful and actionable insights.ResourcesConnect with ThomasConnect with AdrienneConnect with SubbaiahEnjoyed this Episode?Be sure to follow us so you never miss an update. You can leave us a review on Apple or Spotify, and share it with your friends and colleagues to help others learn more about the importance of a data-first digital transformation approach.Have questions? You can connect with us on LinkedIn. For more updates, please visit our website.

Today we'll chat with Carl Tannenbaum, chief economist for Northern Trust. In his role, Carl prepares the bank's official economic outlook and participates in forecast surveys. He is a member of Northern Trust's investment policy committee, its capital committee, and its asset/liability management committee. Prior to joining Northern Trust, Carl spent four years leading the Federal Reserve's risk section. He was deeply involved in the central bank's response to the 2008 financial crisis. Carl began his career in banking at LaSalle Bank/ABN AMRO, serving for more than 20 years as the organization's chief economist and head of balance sheet management. Carl holds an MBA and a BA in finance and economics from the University of Chicago.BackgroundBioEconomic Outlook, Inflation, and Tariffs“The Final Descent,” by Carl Tannenbaum, Ryan James Boyle, and Vaibhav Tandon, Northerntrust.com, July 16, 2024.“Trust the Process,” by Carl Tannenbaum, Ryan James Boyle, and Vaibhav Tandon, Northerntrust.com, June 13, 2024.“The Value of Economic Data,” by Carl Tannenbaum, Northerntrust.com, July 19, 2024.“The Truth About Tariffs,” by Carl Tannenbaum, Northerntrust.com, July 3, 2024.“A New Round of Tariffs,” by Carl Tannenbaum, Northerntrust.com, May 24, 2024.“Inflation Has a Perception Problem,” by Carl Tannenbaum, Northerntrust.com, June 21, 2024.“Aftershocks,” The View From Here With Carl Tannenbaum, Northerntrust.com, March 11, 2024.The Fed and National DebtThe Fed's FunctionsFederal Reserve Bank of Chicago's Spotlight on Childcare and the Labor Market“Debt Matters,” The View From Here With Carl Tannenbaum, Northerntrust.com, Jan. 9, 2024.Real Estate, Banking, and AI“Out of Office,” The View From Here With Carl Tannenbaum, Northerntrust.com, April 1, 2024.“Banking: Back in the News,” by Carl Tannenbaum, Northerntrust.com, Feb. 16, 2024.“Shedding Light on Private Credit,” by Carl Tannenbaum, Northerntrust.com, May 17, 2024.“Empowering AI,” The View From Here With Carl Tannenbaum, Northerntrust.com, July 24, 2024.“Automation and Anxiety,” by Carl Tannenbaum, Northerntrust.com, July 12, 2024.“Augmented Intelligence,” The View From Here With Carl Tannenbaum, Northerntrust.com, June 27, 2023.Other“Last Mile: What It Means in Reaching Customers,” by Adam Hayes, Investopedia.com, Sept. 11, 2023.Committee for a Responsible Federal Budget

Ghiané Jones, is Deputy CIO at the Teachers' Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managing Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sachs.   We start our discussion with Ghiané, describing her path into finance and her determination and drive that led her to early internships and a career path with blue chip firms. We move then to what is on her mind as Deputy CIO at a large public pension fund and describe some of the key attributes of that fund and its asset allocation. We discuss the challenges of underfunding and what that means in terms of cash flow focus and asset allocation, and also examine the interplay between the officer and consultant relationships and how they are evolving.We conclude with a discussion of diversity within the profession and the challenges that diverse and emerging managers face and examine the role that public pensions can have in amplifying and assisting these managers grow to their full potential. This episode is supported by PIMCO, a global leader in active fixed income with deep expertise across public and private markets. PIMCO invests their clients' capital in income and credit opportunities that span the liquidity spectrum, leveraging their decades of experience navigating complex debt markets. Their flexible capital base and deep relationships with issuers have helped them become one of the world's largest providers of traditional and alternative investment solutions and a valued financing partner. Visit pimco.com to learn more. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. PIMCO is a trademark of Allianz Asset Management of America LLC in the United States and throughout the world.

How do two leaders of a global banking institution work together to navigate the challenges of today's financial landscape while providing the best possible client experience? Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their … Read More Read More

How do two leaders of a global banking institution work together to navigate the challenges of today's financial landscape while providing the best possible client experience? Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their … Read More Read More

As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path. We start with asking about the arc of the investment world, then look to the evolution of private wealth and what matters, we talk about the development of institutional portfolios and how our work is changing, even though certain areas remain overlooked. Guest descriptions: Keri Findley, who is Chief Executive Officer of Tacora Capital, which focuses on Asset-Based Private Credit Opportunities in Specialty Finance and Insurance.  She was previously a partner at Third Point. Tony Dote, who just recently retired from a role of Managing Director at Lazard Asset Management, where he spent over 40 years. He started his career in insurance and then investment consulting. Jai Jacob, who recently ended a 25+ year career at Lazard Asset Management where he headed up the Quantitative, Alternatives and Multi-Asset Investment Group which oversaw c. $35 bn in AUM.  Penny Green who is finally retiring from the investment industry at the end of the month following an over 30-year career.   Jennifer Devine, who is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. Kristina Blaschek, who is Director of Business and Technology within the Investment Management division of William Blair, based in Chicago. She started her career in investment banking, and is a member of the Board of Directors of the Auditorium Theatre. Jessica Karr, who is the founder and managing director of Coyote Ventures, an investment firm that focuses on backing founders who are solving problems that disproportionately affect overlooked populations with a foundation in women's health.  Ghiané Jones, who is Deputy CIO at the Teachers' Retirement System of the State of Illinois, where she is based in their Chicago office. She previously was Managping Principal at Meketa Investment Group, a role she held for over 6 years, and prior to that worked in a range of financial services roles including in institutional ETF Sales at Invesco and Northern Trust, and as a Regional Consultant at Goldman Sachs. Marguerita Cheng, is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian. A keen runner, she was co-founder of 261 Fearless Incl, a global non-profit organization that uses running as a vehicle to empower and unit women, as well as Girls on the Run, where she is a Soulmate. She is a podcast host – of Margaritas with Rita, where she shares financial literacy and financial planning advice. Cary Carbonaro, who is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia. 

Summer is a great time to rest, enjoy the nice weather, and listen to your favorite podcasts. Tune into the Faith & Work Podcast as we kick off a four-part summer series. In these episodes we will be featuring some of our best content filled with practical takeaways and great insights. To kickoff this series we will hear from Shundrawn Thomas, founder and managing partner of The Copia Group, a bespoke investing firm based in Chicago, IL. At the time of the interview, he served as the president and CEO of Northern Trust, a trillion-dollar global investment management business. He is also the author of the book Discovering Joy in Work: Transforming Your Occupation into your Vocation.  

Join Gary Paulin, Head of Enterprise Client Solutions at Northern Trust, in conversation with David Tait, CEO of the World Gold Council. They discuss David's vision for gold's digital future, his work to develop a database of responsibly-sourced gold and ambition to create positive impact across the ecosystem, including a digital token, backed by gold. … Read More Read More

Northern Trust's President of Asset Servicing joins us to talk about engaging new technologies and leading by example to push your tech stack forward.

Featuring:Linda Lew, Bloomberg's China Autos Reporter, discusses a potential Chinese plan to raise tariffs on imported American and European vehicles.Peter Elstrom, Bloomberg Executive Editor for Asia Technology, on ASML and TSMC's ability to disable chipmaking machines in Taiwan.Carl Tannenbaum, Chief Economist at Northern Trust, joins the program from our Hong Kong studio for a look at the global economy. See omnystudio.com/listener for privacy information.

Join Mike Srdanovic, Director of Enterprise Architecture at Northern Trust, and Phillip Mortimer, Chief Scientist at Accelex for an overview of large language models, generative AI and its potential applications in the financial services industry. The two delve into how generative AI has the potential to disrupt and shape the alternative asset space, and Phillip … Read More Read More

This week, our guest is Malcom, Former Senior Vice President and Managing Director for Internal Audit Digital Transformation and Data Analytics at Northern Trust. Dave recounts his mid-40s retirement journey and his subsequent decision to return with the desire to help internal auditors in his organization.   In this episode, he reveals his approach to establishing an internal audit department, discusses the expected duties of the audit committee, and underscores the credibility boost through the strategic use of data analytics to identify outliers.   Be sure to connect with Dave on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 5:28 - Coming Out of Retirement 9:10 - The Impact of Generative AI 10:28 - The Importance of Investing in Data Analytics 13:58 - Data Literacy 16:21 - How to Make your Audit Department Better 19:23 - What to Expect from the Audit Committee 27:27 - How to Achieve Quantitative Risk Assessments 31:00 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Carl Tannenbaum, Northern Trust's Chief Economist joins Faster Forward for an engaging discussion on the current economic landscape. Carl offers expert insights on the factors that are driving recent trends, potential headwinds to be aware of, and expectations for the remainder of 2024. Key Highlights: The U.S. economy's robust performance against the backdrop of higher … Read More Read More

In this episode of Growth Marketers, I had the pleasure of meeting with David Partain, Head of Brand Activation and Administration at Northern Trust, a professional with extensive marketing and leadership experience. With a career full of remarkable accomplishments, David sheds light on the complexities of the sales process and the critical role of excellent communication between sales and marketing teams. David acknowledged the value of mentors, quality relationship-building, and continuous learning as key elements in leadership and career growth in the marketing field, highlighting the significance of establishing excellent vendor connections in the fast-paced market environment of today. 00:00 Intro 00:15 David Partain & his professional background 02:55 Challenges of promoting financial products 05:50 Changes in marketing financial products 08:20 The constant principles of effective marketing 11:25 How to justify marketing investments 17:30 How to build great team and positive company culture 23:20 David's go-to leadership principles & learning strategies 32:05 How to hire the right marketing agency 37:20 Productivity hacks 42:35 Advice for business leaders on delegating 46:10 Advice for young professionals growing into leadership roles Connect with David Partain LinkedIn : https://www.linkedin.com/in/davidpartain/ Website: https://www.northerntrust.com/asia-pac/home If you love marketing tips and strategies, join me over at @SmarketerSam for more great content! : https://www.youtube.com/@SmarketerSam ◣━━━━━━━━━━━-------------------------------------------------◢ Watch Our FREE Masterclass ▶️10x Your Sales Pipeline in 90 Days: https://ww2.oneims.com/growth-acceler... ▶️Eliminate Dry Pipeline in 90 Days: https://ww2.oneims.com/dry-pipeline ▶️From Production Line to Profitable Exit: https://ww2.oneims.com/production2profit ►Visit our website here: https://www.oneims.com/ ►Follow OneIMS online: Facebook:https://www.facebook.com/OneIMS/ LinkedIn: https://www.linkedin.com/company/oneims/ Instagram: https://www.instagram.com/oneims/ Twitter: https://twitter.com/oneims?lang=en

This episode features an interview with Shaelyn Otikor, Senior Vice President and Head of Global Digital Workplace Strategy at Northern Trust in the Asset Servicing business unit. Shaelyn has been with Northern Trust for over 28 years. And in her current role, she's heading 15,000 of Northern Trust's over 25,000 employees across 20 countries. And today, our host Nicole Alvino is talking with Shaelyn about re-engineering digital employee processes for greater efficiency, empowering employees to drive their own career at Northern Trust. and not being afraid to get in the weeds.Quotes*”As we think about digital employee experience, we have to build out various personas based on the regions, the roles, and the groups, and then try to address digital employee experience based on those personas and what the group of individual employees are working on.”*”As a financial services firm, we're not exactly sexy out there. It's not something everyone's really trying to get into in this day and era. So, we definitely want to show employees that we are on the cusp of FinTech - we are both financial and technology - and that there are places at our company, capabilities and tools where they can hone that skill set, and they don't need to leave to go to a technology company. So when we onboard new employees, we want to introduce them to the freshest, the coolest, the savviest tools we have out there.”*”My goal is always to match the internal employee experience to their external experience. They have all the cool apps, social media, they know how to fly. But then they come into the office and we're still kind of highly regulated. We're on old archaic systems, legacy and infrastructure, and it can be a bit frustrating to new employees. So it's nice to have this space that we can expand it to anyone interested, anyone who wants to learn the skill or develop it and give them these opportunities to grow their career at Northern Trust.”Time Stamps[1:02] Meet Shaelyn Otikor, Senior Vice President and Head of Global Digital Workplace Strategy at Northern Trust in the Asset Servicing business unit[2:59] The Power of Personalized Digital Employee Experiences[9:18] Leveraging Data for Enhanced Client and Employee Interactions[13:53] The Impact of Digital Transformation on Employee Onboarding and Engagement[18:33] Shaelyn's Personal Journey and Leadership Philosophy[27:37] Finding Clarity and Inspiration: Shaelyn's Personal Space[29:36] Shaelyn's Life MantrasLinksConnect with Shaelyn on LinkedInLearn more about Northern TrustThanks to our friendsThis episode is brought to you by Firstup, the world's first intelligent communication platform. More than 40 percent of Fortune 100 companies use our platform to connect with their people, design and deliver personalized communications, and gain engagement insights throughout the employee journey. That's how they give their employees better experiences from hire to retire. Learn more at firstup.io

So many of our clients ask us the age-old question, “How much is enough?”How much of my wealth should I give to my children?At what age should I share my estate plan with my family?How do I prepare my children for the responsibility of the wealth they will inherit? Our guests on today's podcast have spent the better part of their careers answering these questions.  Steve Fradkin is President of Wealth Management at Northern Trust.Pam Lucina lead's Northern Trust's Trust & Advisory Practice and is President of The Northern Trust Institute. Steve and Pam discuss a new book that the Northern Trust Institute recently published titled “Secrets of Enterprising Families” which answers these questions of intergenerational wealth transfer along with many others which we will cover during our discussion. In this episode you will learn:(2:48) - What makes Northern Trust qualified to write the book on wealth?(5:30) – How can the secrets in this book impact how families approach their wealth planning(7:20) – How can the book help to answer some of the tough questions that families have concerning wealth and legacy?(9:01) – What does Pam's money story look like?(11:22) – What do we mean by the term ‘enterprising'? And why is it something that a family might aspire to be?(14:25) - What are some of the questions that this book helps to answer?(17:46) - Why is it important for families to define what wealth means to them?(21:17) – Have there ever been any objections from families that have tried to implement some of the secrets in the book?(24:47) – Why is the book structured the way it is?(26:45) - Are the insights in the book mainly for the older generation who created the wealth? Or are they also relevant for younger generations?(28:47) – Has Pam implemented any of the secrets from the book with her own family?(31:45) – What is Pam's ‘why'?

Explore the intersection of finance, data, and artificial intelligence in this episode of Faster Forward, featuring Carl Boneri, Head of Engineering and Data Science, Front Office Analytics at Northern Trust. Listen as Carl discusses his career path, the increasingly critical role that data, AI, and Machine Learning play in today's world, the value derived from … Read More Read More

Carla Willis joined Washburn & McGoldrick in 2019, following a 25-year campus-based fundraising and consulting in higher education advancement and thought leadership. Carla has worked in just about every area of frontline advancement, including major and principal gifts, planned gifts, corporate and foundations, campaign planning and execution, and began her career in annual giving at the University of Missouri-Columbia. She has worked at two Big Ten institutions, other large public universities, both public and private liberal arts colleges, law schools, an HBCU and an academic medical center.Prior to joining the firm, she served in chief advancement roles at UNC Asheville, Kean University and Florida A&M University (FAMU) (she also served in a long term interim CAO role at Saint Leo University). In each of these leadership roles Carla also led each university's foundation operations. Carla was instrumental in setting a new pace for major gift fundraising and led a fundraising feasibility study, which launched the planning and silent phase of UNC Asheville's first sizable comprehensive campaign of $100M. Additionally, it was her innovative approach to fundraising and resource investment that enabled many new platforms and social media fundraising optimization tools for the advancement offices in each of her chief advancement posts. While serving FAMU, Carla honed her corporate engagement skillsets, securing gifts from the likes of Disney, Eli Lilly, Medtronic, Northern Trust, 3M, Walmart, the Orlando Magic and Tyson Foods, to name a few. Additionally, she created and executed a CEO to CEO Forum, engaging several Fortune 500 CEOs and other executives, along with their corporations in philanthropy at FAMU. Carla is also credited with launching one of the very first higher education text to give campaigns while serving at FAMU.Carla has been part of comprehensive and capital campaigns ranging in size from $40 million to two campaigns exceeding $2.5 billion. Carla served as a major gift officer for the University of Toledo during its UT40 Campaign and as a regional director of development in the east coast for the University of Michigan Law School during its Michigan Difference Campaign, securing many principal and major gifts for these universities. She also served as an Assistant Vice President for Development for The Ohio State University Wexner Medical Center during its But for Ohio State Campaign and worked to close many major and principal gifts including a cross disciplinary $13.5 million dollar gift which benefited several units of the university.Carla has served a diverse range of clients including DePauw University, Duke University, Guilford College, Haverford College, Lincoln University (PA), the UNC System, the University of Pittsburgh, the University of Toledo and Virginia State University. Her projects have included pre-campaign readiness assessments, feasibility studies, executive and staff coaching, staff and volunteer training. Additionally, in the late 90s Carla served as founder and principal of her own small, boutique development consulting firm, Willis Development and Communications Associates and also as a senior consultant for John Brown Limited, a boutique development consulting firm specializing in comprehensive campaigns and planned giving. Carla had a successful career at the IBM Corporation prior to beginning her career in advancement.Carla is active in the Council for Advancement and Support of Education (CASE), currently serves on the CASE Industry Advisory Council and has served on the CASE Commission on Philanthropy, the District V Board of Directors and chaired the District V Committee on Equity (COE.) She is a frequent presenter at conferences on advancement related topics, leadership and more recently on Diversity, Equity and Inclusion (DEI) as related to the advancement profession. In the fall of 2020 Carla earned a certification in DEI from Cornell University. Carla is a member of Alpha Kappa Alpha Sorority, Incorporated, the Links, Incorporated and serves on the board of the Kendal Charitable Funds, a Quaker non-profit organization headquartered in Newark, Delaware supporting communities, programs and services for older adults.

Faster Forward welcomes Gary Paulin, Head of Global Strategic Solutions at Northern Trust. Gary's journey has taken him from his family's fruit farm in New Zealand to his current role in which he works to ensure Northern Trust's solutions remain closely aligned with the fast-evolving requirements of clients around the world. He recounts his early … Read More Read More

Clients have grown to be more charitably inclined and want to incorporate charitable giving as part of their estate plan. In this episode, we discuss the basics of charitable planning, as we review the ABCs of those great acronyms: the CRUTs, CRATs, and CLATs.About Our Guest:Amy Takeuchi Wanlass is a Senior Wealth Advisor for Northern Trust based in their Pasadena office. Amy has over a decade of experience in delivering estate planning and tax advice, as well as financial planning services. Amy works with individuals and their families on complex wealth transfer strategies, estate and income tax planning, and charitable planning goals.Prior to joining Northern Trust, Amy was with Wells Fargo Bank, N.A., as a Senior Wealth Planner. Amy was also previously a practicing trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg and Knupp LLP.Amy can be reached at: akt3@ntrs.comAbout Our Host: Host Anna Soliman is Trust Counsel and Managing Director for Fiduciary Trust International of California out of the Los Angeles Office. Prior to joining Fiduciary Trust International, Anna was an estate tax attorney for the Internal Revenue Service and also worked in private practice, specializing in estate planning and trust administration for ultrahigh net worth individuals. She is also a member of the Trust and Estates Section of the California Lawyers Association and is a Vice-Chair of the Fiduciary Income Tax Section of the American Bar Association.Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

In the Legacy Leaders Show episode, we feature Scott Dille, the Founder and Executive Director of Braver Collective, former digital leader at Northern Trust, and Senior Vice President at JPMorgan.Scott shares his transformative journey from a high-profile corporate career to establishing a healing community for survivors of sexual abuse and trauma. Braver Collective, built by and for survivors, offers a digital sanctuary where individuals of all ages and experiences can share stories and resources and find support for their healing journeys.Drawing on his extensive digital expertise, Scott has created an accessible, nurturing online space, marking a significant shift from his corporate trajectory to leading a mission-driven initiative focused on empowerment and resilience. This episode delves into the challenges, inspirations, and future aspirations of Braver Collective under Scott's visionary leadership.

In the last podcast before the holidays, Inside Economics chats with Carl Tannenbaum, Chief Economist of Northern Trust about the economy, financial system, Fed and forecasting. The group took as a good omen that they had a Tannenbaum and a DiNatale on the podcast just before Christmas (you may need to Google the names). Not that they attribute their forecasting process to the use of such signs. For more on Carl Tannenbaum click hereFollow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.

What must be, and what should be included, by the trustee of a trust in an accounting? And, who is entitled to receive what kind of information? In this episode, our guest Denise Riley discusses the details of what is required in an accounting.  About Our Guest: Denise Riley is the Senior Fiduciary Officer of the West Region in the San Francisco office of Northern Trust.  In addition to being the fiduciary practice leader, she is responsible for the development and implementation of fiduciary strategies to serve the needs of Northern' s private clients. Denise has broad estate planning and fiduciary experience. Prior to her career at Northern Trust, she practiced law, specializing in tax, estate and charitable planning, estate and trust administration, and tax controversy, most recently at Orrick, Herrington and Sutcliffe. She also headed the Northern California fiduciary practice at U.S. Trust and served as the Chief Fiduciary Officer at Morgan Stanley Trust Company. She is a member of the State Bar of California and American Bar Association, where she has been active in several estate planning and taxation committees. She is past president of the San Francisco Area Women Tax Lawyers, and has written and spoken on a variety of tax and estate planning topics About Our Host:   Erika Gasaway is a shareholder at Hopkins & Carley, a premier trust and estate planning, administration, and litigation firm in downtown San Jose and Redwood Shores, California.  Erika represents clients in trust and estate disputes such as trust contests, will disputes, and enforcing trusts at all stages from pre-litigation counseling and negotiations all the way through trial or settlement. She is a member of the Trust and Estates Section of the California Lawyers Association and several other associations for estate panning and professional fiduciaries.  She can be reached at egasaway@hopkinscarley.com  or via Linked In. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Todd Gajdusek

Today's Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete front, middle, and back office services for investment managers. Dan joined STP in August 2022 after spending 11 years at Northern Trust as the EVP and Head of Asset Servicing. Prior to Northern Trust he was President of Citisoft, a management consulting group to the investment industry. If you are currently outsourcing operations or exploring the subject, this is a master class. Dan shares some key insights on the trends and considerations of operational outsourcing, the common triggers to begin the conversation, what to look for in an outsourcer and how outsourcing can potentially launch products faster and enter new markets. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

Nikè Anani is the Director of Next Gen Advisory at Northern Trust. She grew up in an enterprising family in Nigeria, where her father, a self-made entrepreneur, founded and ran their family business.   At the age of nine, Nikè relocated to the United Kingdom with her mother and two siblings in search of a better life as her father remained in Nigeria to run the family business.  Sixteen years later, Nikè returned to Nigeria where she learned that her father's “family business” had grown significantly over the years into a large-scale business enterprise.  In this episode, Nikè shares how her experience shadowing her father, and ultimately running his family office, shaped her decision to devote her career to helping the next generation of wealth inheritors realize their potential. What we discuss:(2:00) – What was Nikè's upbringing like?(4:09) – What was it like moving from Nigeria to the UK?(5:31) – How was life for Nikè in the UK until she moved back to Nigeria?(8:18) – How did Nikè transition to working in her father's business?(10:34) – How did Nikè's involvement in the family business affect her relationship with her siblings?(13:07) – What are some of the challenges of being part of a family-owned business?(15:11) – If Nikè could go back in time, what would she like to have done differently during her on-boarding to the family business?(17:19) – What are some effective strategies for transitioning wealth or business ownership from one generation to the next?(20:17) – Why can there sometimes be hesitancy towards having conversations about wealth and legacy between generations?(22:10) – What is the difference between the next-gen and the rising-gen?(24:27) – Why is it important for the next-gen to form peer groups and communities?(26:47) – What is the ‘why' that drives Nikè?(27:23) – What does Nikè's father think of her new role?(28:43) – How have Nikè's life experiences and her role with Northern Trust influenced the way she teaches her own children about wealth?

Our guest this week is Katie Nixon. Katie is an executive vice president and chief investment officer for the wealth management business at Northern Trust. Katie's responsibilities include investment policy development, and she directs the investment management activities of Northern Trust portfolio managers across the firm's wealth management offices. She also sits on the firm's Investment Policy Committee and Tactical Asset Allocation Committee and chairs the Wealth Management Investment Advisory Committee. Prior to joining Northern Trust, Katie worked at U.S. Trust Company as a senior leader in the firm's wealth management division. Katie received her bachelor's from Wellesley College and her MBA from New York University, Stern School of Business. Among other designations she's been awarded, Katie is a CFA charter holder.BackgroundBioInflation and Interest Rates“Katie Nixon: Exploring the ‘What Ifs,'” by Katie Nixon, Morningstar.com, July 1, 2022.“Markets Brief: There's Good News for Investors in Rates Staying Higher for Longer,” by Tom Lauricella and Caryl Anne Francia, Morningstar.com, July 7, 2023.“Stock Market Correction? It's a Buying Opportunity,” by Anne Kates Smith, Kiplinger.com, Feb. 24, 2022.“Triumph of the Optimists?” by Katie Nixon, Northerntrust.com, Aug. 18, 2023.Yield Curve“The Yield Curve and What It Tells Us,” by Katie Nixon, Northerntrust.com, March 30, 2022.