Podcasts about northern trust asset management

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 5th June 2025.

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 6th May 2025.

What's holding back black wealth—and how can we change it? In this episode of Spiritual Fitness, Eric Bigger and Cliff Goins IV break down the “Five Ds” blocking wealth from the black community and share simple, powerful steps to overcome them. Learn how mindset, community, and smart investing can help close the wealth gap for good.In this episode: Learn the "Five Ds" that block Black wealth Start small with investing—consistency matters more than amount Community support and group economics help build collective wealth Shift your mindset from scarcity to abundance and take control of your money Use long-term strategies like dollar-cost averaging to grow wealth over timeAbout The Guest:Author Cliff Goins IV is an investor in private companies. He also co-founded Scaleup, a startup that began in Amazon, which helps diverse-owned and other small and medium-size businesses grow into large enterprises. Goins has held roles at Northern Trust Asset Management, including COO of an early-stage fintech acquisition and head of strategy for the $1 billion business unit. He holds an MBA in finance and strategy from the Kellogg School of Management at Northwestern University and a BS in accounting from HBCU Florida A&M University. He is obsessed with tennis and lives near Chicago with his wife and two smart, beautiful, and sporty daughters.Find him online at cliffgoinsiv.comConnect with Cliff:Instagram: https://www.instagram.com/imcliffgoinsiv/LinkedIn : https://www.linkedin.com/in/cliffgoinsiv/Shop IYLA: https://iylia.com/Use promo code EB20 for IYLIA champagne, offering 20% off on orders up to $200Check out Miracle Season's collection: https://itsmiracleseason.co/collections/frontpageWork with me: https://www.ericbigger.com/workwithme?utm_source=podcast&utm_medium=podcast&utm_campaign=work_with_m...Connect with Simplified Impact: https://hubs.ly/Q02vvMJ90

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 4th April 2025.

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Michael Hunstad, Deputy CIO and CIO of Global Equities, and Jeff Sampson, Senior Portfolio Manager for Global Equities at Northern Trust Asset Management. They discuss the evolving landscape of dividend strategies, equity allocations, and risk-aware portfolio construction for insurers navigating today's market complexity.   From balancing income and capital appreciation to mitigating concentration risk and factoring in tax efficiency, Hunstad and Sampson share actionable insights tailored to insurance investors. With dividend-paying equities becoming more diversified and relevant in a normalized rate environment, this episode offers practical guidance for aligning public equity strategies with enterprise risk and return goals.

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.

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 5th March 2025.

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 6th February 2025.

FAB 500 Series Black Enterprise Magazine identified Shundrawn Thomas as one of the 75 most powerful Blacks on Wall St. and one of the most powerful executives in corporate America. Most recently President and Chief Executive of Northern Trust Asset Management and Management Group member, he also held key roles at Goldman Sachs and Morgan … The post Shundrawn Thomas: Top Executive, Wall Street Insider, and Man of Faith (Episode # 363F) first appeared on TRANSLEADERSHIP, INC®.

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 January 2025.

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 5th November 2024.

Join Daniel Farrell (Northern Trust Asset Management), Karl Adams (ICD), and Jean-Philippe Bernard (John Deere Cash Management S.A.) as they explore how treasurers navigate risk and return in today's market. Discover insights on diversifying portfolios, the appeal of MMFs, debunking liquidity myths, and planning for efficiency—all tailored to the challenges of the current interest rate environment.

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss recent job changes, including AIMCo appointing Ray Gilmour as interim CEO, Bhumika Gashti joining PPM America Capital Partners as Senior Managing Director for Investor Relations, and Jan Rohof becoming Director of Quantitative Solutions at Northern Trust Asset Management. In RIA/FA M&A news, LPL Financial acquires Southern California-based Nexus Wealth Partners from Osaic, Kingsview Partners opens a new Michigan office, and Wedbush expands its Philadelphia presence with a former B. Riley team. Institutional coverage highlights include Marin County Employees Retirement Association's fixed income manager search and San Diego County Employees Retirement Association's RFP for a general investment consultant. Recent commitments feature Massachusetts PRIM's allocation to Forerunner Partners VII and San Francisco Employees Retirement System's investment in LAV Fund VII and Voleon Institutional Strategies Fund. Fundraising updates include Transom Capital exceeding its $675M target for Fund IV and Beechbrook Capital's £151M first close on its fourth UK private credit fund. Join us for the latest updates in institutional and wealth management news!

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 November 2024.

Many in the investment community believe that implementing net zero policies comes with high risk and is incompatible with active investing, but is this really true?To discuss this, Guido Baltussen joins us on the podcast today.Guido is Northern Trust Asset Management's International Head of Quantitative Strategies.He recently put out a paper on ‘carbon misconceptions' and the impact of net zero commitments on equity portfolios.This episode covers how investors can apply conventional portfolio construction techniques to achieve net zero targets, and how to achieve alignment with multiple sustainability objectives without taking significant active risk.Guido joins host Rose Mary Petrass, senior journalist at FS Sustainability. This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Anwiti Bahuguna serves as Chief Investment Officer of global asset allocation, and portfolio manager for Northern Trust Asset Management. Anwiti shares her views on the US economy, real estate, along with outcome implications of the US election to markets. Plus, we spend time highlighting where opportunities can be located. Host: Daniel Cassidy

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 October 2024.

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 5th September 2024.

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.

Shundrawn Thomas, Founder and Managing Partner of The Copia Group, built Copia to provide bespoke capital solutions to privately held, U.S.-based companies that are committed to economic Inclusion. Copia is one of the only impact-driven private debt funds.Shundrawn shifted his focus to private investing after serving as President of Northern Trust Asset Management -- where he was responsible for an over $1 Trillion business. A unique combination of career experiences shaped his entrepreneurial path and inspired him to start The Copia Group.This episode is a treasure trove of insights for anyone interested in the intersection of social impact and finance. Whether you're an investor, entrepreneur, or just curious about making a difference, this episode is one you can't miss. Tune in now to gather inspiration and actionable strategies for inclusive investing!

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 4th July 2024.

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 6th June 2024.

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 3rd May 2024.

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 5th April 2024.

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 6th March 2024.

What are the skills and strengths needed to create a customer base for ETFs? What does it take to know when to pivot and how to do it well? We have Michelle DeWitt and Michael Natale with us for this episode to share their insight into the world of ETF Marketing. Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management's presence in the intermediary market and driving the adoption of investment expertise and strategies across North America. Michael earned his BBA and MBA from Stetson University (Deland, FL). He holds the FINRA series 7, 24, and 63 securities licenses. He is a former professional golfer and a six-time Chicago City Amateur Champion. He lives with his wife and 2 children in Chicago.  Michelle DeWitt serves as the Head of ETF Marketing at Invesco where she's responsible for the development and oversight of the ETF marketing strategy in the US and EMEA. Michelle earned her Bachelors' degree in Business Administration from  Baruch College. Her commitment to professional development is evident through her possession of a CIMA® certification as well as FINRA Series 3, 7, 24, and 63 licenses. Michelle resides with her husband and 2 wonderful daughters in New York. She enjoys socializing with friends and family, going out to dinner, walking and soaking up the sun! Kristine Delano guides the conversation about the importance of knowing which way the decision bus is going and how to know if you're on it. 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. In partnership with https://www.etfcentral.com/ Book recommendations:  Start With Why by Simon Sinek Atomic Habits by James Clear

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 February 2024.

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 9th January 2024.

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 6th December 2023.

Today's topic is tax-advantaged equity and we're joined by Mary Lukic, Head of Tax-Advantaged Equity at Northern Trust Asset Management.

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 6th November 2023.

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 5th October 2023.

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 September 2023.

Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, joins Jeff to chat about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them. Nadia shares her perspective and advice on the matter.

R.J. Moore, newly minted CEO of Private Advisor Group, discusses with Jeff and Bruce the recent explosion of M&A activity and specifically, RIA valuations. Peter Yi of Northern Trust Asset Management joins as well to talk about Jeff's favorite topic of the day, inflation. Is it transitory, is it going to get worse, what to do about it, and just what exactly is ‘stuck-flation'?

Episode Notes Shundrawn Thomas joins Bruce and Jeff to discuss his departure from Northern Trust Asset Management to launch The Copia Group. They talk about his reasons for leaving Northern Trust and The Copia Group's plans. They also go in-depth about Shundrawn's letters to corporate America reflecting on the racial unrest in this country and how that was reflected throughout the industry. Shundrawn gives his take on how, when it comes to recruiting, we have to rewrite the rules. It's not working hard, but working differently. Guest Bio: Shundrawn A. Thomas is a professional investor and corporate executive with over 25 years of impactful leadership in financial services. He is the founder and managing partner of The Copia Group (TCG), a private investment firm which provides capital solutions for lower middle market companies and drives social impact through the power of scalable businesses. Prior to founding TCG, Shundrawn served as president of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets, and served as a member of the executive management group of Northern Trust Corporation. His executive roles included head of FlexShares ETFs, president of Northern Trust Securities, and head of corporate strategy. Prior to joining Northern Trust, Shundrawn worked at Goldman Sachs and Morgan Stanley in sales, trading, and research divisions.

Episode Notes Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of. Guest Bio: Michael Hunstad is Executive Vice President and Chief Investment Officer, Global Equities at Northern Trust Asset Management. Michael serves on the asset management executive group and has oversight of all equity portfolio management, research and trading activities, including quantitative, index and tax-advantaged strategies. Previously, Michael was director of quantitative research, where he was responsible for leading Northern Trust Asset Management's factor based research and product development programs. Prior to joining Northern Trust, he was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was head of quantitative asset allocation at Allstate Investments and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology. He holds a Ph.D. in mathematics, an MBA in finance, an M.A. in econometrics and a bachelor's degree in economics. As a wealth management partner, LPL Financial helps advisors, enterprises, and institutions serve their clients. Explore More: https://www.lpl.com/newsroom/the-big-picture/plan-with-purpose.html

Episode Notes Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one's comfort zone and what it is about our current economy that makes alternative investments unique. Additional Resources: The name of the model portfolio discussed by Nadia is Diversified Strategist Growth with Income, and the FlexShares ETFs that provide its alts exposure are: iBox 3-Year Target Duration TIPS Index (TDTT); High Yield Value-Scored Bond Index (HYGV); Morningstar Global Upstream Natural Resources Index (GUNR); STOXX Global Infrastructure Index (NFRA); and Global Quality Real Estate Index (GQRE). Guest Bio: Nadia Papagiannis, CFA, is Head of Model Portfolio Products, Northern Trust Asset Management (NTAM), which has $1T in AUM. She's responsible for developing and managing discretionary, multi-asset class products. Nadia joined NTAM in 2018, having spent more than four years at Goldman Sachs Asset Management as Director of Alternative Investment Strategy and eight years at Morningstar, where she was the Director of Alternative Fund Research. She holds a bachelor's degree in finance and French from the University of Wisconsin and an MBA from the University of Chicago Booth School of Business. In 2011, Institutional Investor magazine selected her as one of the publication's Rising Stars of Mutual Funds. In 2017, The Hedge Fund Journal selected her as one of the 50 Leading Women in Hedge Funds. As one of the industry's largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients' eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

Join host Abby as she delves into the dynamic world of digital marketing for financial investments in this insightful episode of Digital Marketing Master. Her guest, David Partain, an expert in the field, shares his journey and experiences in marketing for Northern Trust Asset Management. Discover how David and his team engage with external advisors, build trust with potential investors, and educate their target audience about complex financial concepts. From creating compelling content to mastering data-driven strategies, this episode offers valuable insights into marketing investments and making an impact on people's financial lives.

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 4th August 2023.

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 6th July 2023.

Show Resources Here were the resources we covered in the episode: Campaign Setup Bidding/Budgeting Audience Segmentation Offers that Drive Conversion LinkedIn Insight Tag Conversion Tracking Retargeting LinkedIn Ads Performance Benchmarks Excel Reporting Playlist AB Testing B2Linked's Blog Follow AJ on LinkedIn B2Linked's Youtube Channel Join the LinkedIn Ads Fanatics Community and Get Access to Our Beginner-Expert Courses LinkedIn Learning Course Contact us at Podcast@B2Linked.com with ideas for what you'd like AJ to cover. A great no-cost way to support us: Rate/Review!   Show Transcript Are you a LinkedIn Ads 1%er? I'm going to show you exactly what it takes to close the gap and become a LinkedIn Ads expert on this week's episode, the 100th episode of the LinkedIn Ads Show. Welcome to the LinkedIn Ads Show. Here's your host, AJ Wilcox. Hey there LinkedIn Ads fanatics! I'm so excited to tell you that this is the 100th episode of the LinkedIn Ads Show. You longtime listeners, thank you for sticking around and spending so much time with me. It's absolutely an honor to know that I get to join you when you're commuting, exercising, walking your dog, washing your dog, exercising your dog, anything you choose to do while listening to podcasts. If you're new to the show, thank you forgiving me your ear as well. My mission with everything B2Linked does is to empower 20,000 companies advertising on LinkedIn to give them the best tips, tricks, strategies to get lower costs, better scale, and higher performance. And you are all part of this mission. Now I know many of you are already advanced advertisers. Some of you are primed and ready to go from zero to LinkedIn Ads hero. No matter where your starting point, this episode is what you'll need to get you into the top 1%. In researching for this episode, we went back over the last three years, and we hand picked the topics that we're going to be the most valuable to you. Of course, we would invite you to go back and listen to each of these episodes individually if you want to deep dive. But I'm going to touch on the top principles and topics that will really help you get the most traction. In the news, I have an announcement that I'm absolutely bursting at the seams to tell you. Because you are loyal listeners of the LinkedIn Ads Show, I wanted to give you an exclusive benefit here. For years I've been asked to put out courses. I've even partnered with LinkedIn Learning, and a couple others to create training content, but we never had our own. Candidly, this was 100% my fault that we didn't put these courses out. It felt to me like an absolutely insurmountable task to build courses that I was proud of. And then to keep them updated over time, and to promote them along the way. I've talked to many course creators in my close network just to get their ideas and experiences and advice. When I do courses, I don't want them to be like many of the useless courses I've taken over the years, I want them to be something special. Special to me doesn't say paying a high price for one course or a package of courses that you never actually get around to taking. And real success comes from not only watching course content, but implementing it and taking part in the community. So for me courses from B2Linked would have to be so much more than this. Well, I'm actually shaking right now, as I'm telling you this, I am so excited to announce that this dream is finally a reality. Because as of today, the courses are live. We created a community for you LinkedIn Ads fanatics, where for not a huge one time fee, but for a low monthly fee, you get access to all four courses that range from beginner to expert presented specifically and designed by me. But that's not all, you'll get access to the whole community. My highly specialized and highly trained to be to link staff are in this community answering questions and sharing valuable platform updates. I'm in there answering questions as well. You'll then have access to the combined knowledge and experience from all the other LinkedIn Ads fanatics in the community to bounce ideas off of and learn what's been successful for them. We are calling this community the LinkedIn Ads Fanatics. I feel so strongly that the value has to be there for you learners, especially here at launch for you founding members who will be some of the first in the community. So we priced it specifically low. $79/month gets you access to all the courses, as well as the future courses and additional content, all updates, plus unlimited access to the community. Then we have a higher tier for you A plus students out there, we're calling you super fanatics, you get access to everything that I've already talked about. Plus you get access to a weekly group workshop with me. And that's for a total of $279/month. These are all month to month no contract cancel whenever you need or if you stop getting value out of it. But as a bonus for our founding members, the first ones in those of you who subscribe before July 16 of 2023, you'll be grandfathered forever into the discounted rate of $59/month for the community and course access and $259/month for the higher tier super fanatics groups. So don't delay get in now as one of the founding members so that when prices rise in the future, you'll be cemented in at the lowest price that it will ever be. To go claim your spot as an official LinkedIn Ads fanatic and founding member go to fanatics.b2inked.com. And of course, you can always use the link in the show notes. if you can't figure out how to spell fanatics. Don't worry, I got you. But I can't wait to see you in the fanatics community Highlighting an awesome review of the podcast, Anna Rice, who's a digital growth marketing associate at Northern Trust Asset Management here in the US. She said, "Amazing insights. This show has become one of my go tos as a beginner turned expert in LinkedIn Ads. I discovered it at a B2B marketing conference when AJ held an expert session and I haven't missed an episode since. This is such an amazing tool and resource to learn about and optimized LinkedIn ads 100% recommend." Well, Anna, thank you so much. It's wonderful to hear that our content has helped you on your way to becoming a LinkedIn ads expert. It's so apropo considering that this episode is all about becoming an expert so you've really just lent a lot of credibility to the topic of the episode. Way to go. For all of you other listeners, please do go and leave us a review on Apple podcasts for the show. It's by far the best way you can say thank you for all the content that we keep putting out. And I'm always excited to shout you out on the episodes as well. All right. With that being said, we've got to get to the topic at hand,. Let's hit it! I'm going to go over some of the topics that I feel are most important to master. Specifically, if you want to be a LinkedIn Ads expert. The first really is campaign setup and structure, you can go back to episode seven to get the full basis there. But it's incredibly important to get a few things right here. First off, your campaigns need to be set up in an evergreen way. What I mean by that is your campaigns are here to stay. They're named in a way that your account stays organized for a long period of time. And you're not constantly creating a new campaign here, a new campaign there, and letting others fall to the wayside. The way that you do this is you name campaigns after the description of the audience, not the date you created it, or the content that you put in the ads, or anything like that. My theory here is that campaign names should describe the details about the campaign that won't change, and then you just don't go and change the things that can that means your campaign names should reflect the things that don't change, like your targeting, like your ad format, like your objective. Now, don't misunderstand me here, there are certain things about campaigns that you can and should adjust and change along the way. Most importantly, you should be adjusting your bids and budgets along the way. Which brings us to our next point here that you need to master. This is one that the vast majority of LinkedIn advertisers that I talked to just don't get. And that is your bidding and your budgeting, Episode 89, so a recent one, we went back and did a super deep dive into this with all the new objectives and everything. And there are a few things that you need to understand here at a basic level. The first is that LinkedIn's default bidding method for traffic is called maximum delivery and this is by far the most expensive way to pay for your traffic 90% of the time. This type of bidding is literally handing your wallet to LinkedIn and saying take whatever out of it you want. And if I could be so bold to say, this type of bidding being the default is the reason that costs are rising so rapidly on LinkedIn. Too many advertisers are just taking the default and running their campaigns and then LinkedIn just gets to increase your bids as high as it needs to outbid someone else. And they just are throwing more and more money into their pocket. So don't fall into this trap. Instead, start your campaigns by manual cost per click bidding, and bids significantly lower than what LinkedIn recommends. You can always increase those bids if you're not getting enough traffic. Now, I did mention that maximum delivery is the most expensive way to pay 90% of the time. Well, what is that 10% of the time where it's actually the best method? Well, that comes when your click through rates on your campaign are two and a half to three times the average click through rate for that ad format. So for instance, sponsored content has an average of .44% click through rates, and we find that we can switch to maximum delivery bidding when sponsored content is up over about a 1% click through rate. So when your click through rates are insanely high, that's when you want to use maximum delivery, otherwise avoided like the plague. The next topic to master is campaign segmentation. We covered this really well in Episode 65 of the podcast. So make sure you go back and listen to that. But I highly recommend that you break up your audiences into campaigns that have an audience size between about 20,000 to 80,000. We find that audiences that are less than 20,000 You may have to run them for potentially months before you get enough data back To tell whether or not they're working, and for your tests to become statistically significant. Now, if your audience sizes are much larger than 80,000, and in fact, LinkedIn themselves recommend over 300,000 in a lot of cases, we find that there's usually some way that you can then break up that audience into two smaller pieces to learn more about it. I just find that when my audiences are over about 80,000, there's usually something about that targeting that I can split into. Maybe I can break it up by company size, or seniority or something. And now these two smaller campaigns, they're serving the same purpose, but they both act like little mini focus groups that you can then learn from them. Now, there are plenty of those out there who suggest Nope, just keep one large campaign, and then look at your ad demographics later and decide which segments are performing and which aren't. But I will tell you, that is extremely limiting, you can't see how each micro segment actually engages with specific ad creative unless you break them out into separate audiences. Plus, if you're tracking parameters in your URLs, you need to actually be able to put those tracking URLs in ads that signal to you which ad and which campaign and audience they represent. The flip side of this is don't break them out so small that each segment doesn't get enough data. For budgeting purposes, we usually plan about one campaign per $750 to $1,000 per month in budget. That doesn't mean that you shouldn't have smaller retargeting audiences, or ABM targeting, those are all fine, just don't expect them to be pushing a whole lot of volume for you. The next topic that you'll need to master is offers. For us this is episode 10 goes into the kinds of offers that people are willing to engage in and convert on. But as a friendly reminder, cold traffic, yes, you can get them to fill out forms in order to access some of your content. But your conversion rate from MQL to SQL, like getting them on a meeting with your sales team is going to be near zero. Before you do this, you will have to do more nurture. But that episode is going to set you up really well for the kinds of content that work deeper down in the funnel. For any platform, you need to get comfortable actually in the platform, navigating around the user interface. Campaign manager is no different here, you have to have that experience, I recommend no matter what just getting in and messing around. Even if you don't actually launch an ad, get practice by just navigating and setting things up. The courses that we just launched in the fanatics community. Course Number one is actually holding your hand and walking you through LinkedIn's campaign manager. So I would highly suggest watching that course when you make it into the community. There are a whole bunch of technical aspects to LinkedIn Ads as well, that might not come naturally to you if you come into the world of digital marketing through more of the creative side. Those three areas here are understanding the insight tag, setting up conversion tracking, and setting up retargeting. All three of these revolve around the Insight tag so check out the blog post that we published just a couple of weeks ago here on what is LinkedIn's insight tag and how do you install it. Then episode 38 goes all into how to set up conversion tracking how to use it. And then those special cool what I would call ninja hacks and uses for it. Of course, it's super important to set up retargeting. You almost can't nurture traffic, and then expect meetings and demos without a retargeting setup. That's episode 58 so go back and listen to that in more depth. Alright, so you're advertising. Things are up and running. How do you know if what you're doing is working or not? I mean, for all, you know, if you haven't compared yourself to anyone or anything, you could be doing a crappy job. Or maybe you're doing amazing and you deserve a raise, but there's no one to know. That's why it's so important to understand the benchmarks of what to expect on the LinkedIn Ads platform. Go back and listen to episode 15 all about the benchmarks. So you can compare and see if what you're doing is working and if you're doing a good job. And of course, if you're not outperforming benchmark, don't beat yourself up, just take that as a clue that there's an area of the account that you need to now go and spend more time in. Now if your job is to manage everything around LinkedIn Ads, there are several skills that you need, or will at least need to be able to dabble in. There's creative creation. We really like to get comfortable with Canva to create imagery. But I also recommend getting comfortable with video creation and editing. Even if you're not going to do it professionally, just get enough experience that you know what goes into it. Spend time writing ad copy and other content even long form content. I know when I was in high school in college, I kept thinking, man, I can't wait to be done with journalism and writing. Those are skills I'm never going to have to use again. And now I use them every day. Same with math If by the way, so get really comfortable creating. And of course, you can always use something like chatGPT to help you out. But don't ever rely on and hand your job over to AI tool. Another skill that oftentimes gets overlooked is your general marketing strategy. This means actually understanding your positioning and your value in the marketplace. How do you then communicate that value? And how do you picture and help your customers through their journey? What's that holistic strategy? If you just go and become a LinkedIn Ads expert, you're going to miss out on all the other platforms and channels, how they all fit into your holistic strategy, you're gonna miss out on so much there. And yes, you can spend all day within campaign manager, but we've covered several things inside of campaign manager. But we've covered several things that you can't do in campaign manager that you have to do by exporting your data out of campaign manager and getting it into Excel. In the shownotes, you'll see a playlist that we put together on our YouTube channel, walking you through the creation of a whole bunch of Excel reports. Don't sleep on Excel, guys, it's not that hard, but can give you such a powerful lead over other marketers who are not willing to dive into the data. The two most powerful formulas that you should know in Excel are vlookup. And this isn't really a formula, this is pivot tables. I use pivot tables every single day, don't sleep on pivot tables, go learn them. And that YouTube playlist is going to help a lot because you'll see all of those things in action. Okay, here's a quick sponsor break, and then we'll dive back into what you need in order to become a LinkedIn one percenter, 16:39 The LinkedIn Ads Show is proudly brought to you by B2Linked.com, the LinkedIn Ads experts. Managing LinkedIn Ads is a massive time and money investment. Do you want to return on that? Consider booking a discovery call with B2Linked, the original LinkedIn Ads performance agency. We've worked with some of the largest accounts over the past 12 years and our unique scientific approach to ads management, combined with our proprietary tools, allow us to confidently optimize and scale your LinkedIn Ads faster and more efficiently than any other agency and the in house team or any digital ads hire. Plus, it helps that we're official LinkedIn partners. Just go to B2Linked.com/apply. We'd absolutely love the chance to get to discuss with you. Alright, let's jump back in here. We'll go through the experience that you'll actually need to navigate LinkedIn and to become an expert. I'm sure this isn't news to you, but book learning will only get you so far. You actually need practical experience. It's totally possible to take courses and learn as much as you possibly can, but still be absolutely clueless when it comes to jumping in the platform and doing something simple. From my experience, most of you listeners fit into one of two camps. You're either a freelancer looking to learn, or an in house or agency marketer who's actually doing this for clients or yourself. If you're a freelancer looking to learn, I would highly recommend pick up a client that wants to advertise and is willing to give you a shot at actually running the thing for them. Your first one you could offer to do for free or cheap, it doesn't matter, just something so you're actually getting real world experience because the things that even you'll learn in our courses, they won't mean anything to you unless you have a real business purpose to actually apply them. So pick up that account and those accounts. And as you gain experience, you'll get to charge more to future clients as you get that experience, and especially confidence that comes from knowing that you actually know what you're talking about. If you're in house or agency, you are actually getting the experience hands on, which is fantastic, but every single episode from this podcast, everything you read, it has to be applied so you can learn it. So try to take every episode, every blog post away, and apply it to what it is that you're actually doing with your LinkedIn Ads account. That's about the best advice I can think of for those two camps. The next thing I think you need experience to understand is scaling and account. You don't understand the scale on any platform. Unless you've actually worked with it. It becomes really simple to scale. We've worked with some very large spending accounts. And after a little while, it feels like just the same old numbers you're used to dealing with just with a couple or a few zeros at the end, you get really comfortable with large accounts. And I hope all of you get the chance to scale a normal size account up to one that's very large, just so you get the experience. You do have to be very careful as you do this, but I'm excited for you to get to try. Then there's a skill that you have to get comfortable with because you're gonna use this forever, and that is optimization skills. You just have to watch the account and make adjustments and then look at what the effects are. I like to keep what I call a testing journal. Every time I make an adjustment or run a test, I'm making a note of what date I ran, what my hypothesis was. And then I always have to go back a week or two or three a month, whatever and actually compare, okay, what was the result of that test? This gets into continued education that I would highly recommend. And that is, you have to always be running AB tests. Episode 36 was all about the AB testing procedure that we recommend. But you've got to learn which ads resonate with your audience. Which ad types produce what kinds of predictable results? What results do I get if I bid differently if I bid higher or lower, or on a different bidding model? What about if I tried different objectives? We do this a lot with video,. There's three different ways that you can bid on video, you can bid by the impression, you can bid by the click or the view. And depending on your objective, depending on what it is you're trying to do, any one of those could be much more effective than others. And you could save a lot of money. But you have to actually run these tests. You've got to test different audience features different targeting different members of the audience. And you've got to learn how your audiences respond to changes in your bids, seasonality, creatives. One test I really like to do with this is do a 20% bid increase. If I bid up by 20%, do I get 20% more impressions? If so that was a perfect linear scale. But what if I bid 20%? Higher, and I get 25% more impressions? Wow. Now I actually just got access to more scale, and what have I been up 20%, but I only get 15% more impressions? Well, now I know I've hit the edge of diminishing returns. And I know that if I try to bid up on this audience, I'm just going to get less and less efficient. These are tests you have to run, and every audience is going to act a little bit differently. So make sure you've built a culture internally of AB testing, it will save your bacon. Throughout my career, it's been so sad to me to see marketers who had a lot of promise, and I see them kind of peter out, they lose the fire, and they stop doing things that actually advance their learning. One of the best recommendations I can give you is to keep that hunger and keep following up to date resources. I'm gonna keep doing everything within my power to keep coming out with episodes of this podcast. So certainly keep listening to this show. But there are also especially just in the last year, there are some great LinkedIn Ads pros on LinkedIn sharing what they know. If you follow the LinkedIn Ads hashtag, you should see all of that. We've got a YouTube channel where we're continuing to invest into more and better video. There are several other YouTube channels out there that cover LinkedIn Ads. So I highly recommend subscribing to them and watching them. Follow the B2Linked blog and our newsletter. Every week, we try to put something really good together that's going to be helpful to your career. And of course, we just announced the LinkedIn Ads fanatics community that is launching the day this podcast goes live. So if you're hearing this, it's active, I can't think of a better way for you to learn and grow and get experience and collaborate with others than joining the fanatics community. Again, that's fanatics.B2Linked.com, go check that out. I also recommend finding a mentor someone who drives you and holds you accountable, someone that you like to explore with and share results with. To me it's one of my good friends Mark Gustafson. I've mentioned him many times on the podcast. But I think everyone who's striving to be better need someone like that. I will mention if you sign up on the upper tier of the LinkedIn Ads fanatics community, I'll be personally mentoring you and meeting with you weekly, so I can help be a mentor to you as well. But if you don't have some sort of a mentor that you can look to keep your eyes open and try to find that person. Alrght, I've got the episode resources for you coming right up, so stick around. 24:11 Thank you for listening to the LinkedIn Ads Show. Hungry for more? AJ Wilcox, take it away. Like we mentioned in the episode, there are so many different episodes and resources for you to check out. They are right here in the show notes. But you'll see the episode on campaign setup, bidding and budgeting, audience segmentation, offers that drive conversion. You'll see the blog post all about how to install LinkedIn's insight tag and what to do with it. The episodes on conversion tracking and retargeting and performance benchmarks to compare yourself against. There's the playlist on YouTube for how to do complex Excel reporting made very simple. There's the episode all about AB testing that I can't recommend enough. You'll see a link to B2Linked's YouTube channel that you can keep getting free value from, as well as a link to our blog. I've shared before, but if you want to check out the community, go to fanatics.B2Linked.com. I still have the LinkedIn Learning course. So although it doesn't cover nearly as much as the community, it's still a great course. If this is your first time listening, I would highly recommend hitting that subscribe button so you hear more of our content when you're mowing your lawn or commuting. But if you've been listening for a while, please do go and rate and review the podcast on Apple podcasts. It really is the best way that you can say thank you for all the research and work and cost that we put into this show. With any questions, suggestions, or corrections, reach out to us at Podcast@B2Linked.com. And with that being said, we'll see you back here next week for episode 101. We're cheering you on in your LinkedIn Ads initiatives.

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 6th June 2023.

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 5th May 2023.

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 6th April 2023.

In this episode, we're joined by Northern Trust Asset Management's global head of sustainability and stewardship Julie Moret. Julie will explain how managing investors' capital is like good practice in camping (it involves returning it in a more sustainable condition than you received it) and why the EMUs (energy, materials and utilities companies) are a focus area for decarbonisation.Link to vote in the ESG Power50 final voting round://www.fssustainability.com.au/esgpower50

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 6th March 2023.

Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one's comfort zone and what it is about our current economy that makes alternative investments unique.Additional Resources:The name of the model portfolio discussed by Nadia is Diversified Strategist Growth with Income, and the FlexShares ETFs that provide its alts exposure are: iBox 3-Year Target Duration TIPS Index (TDTT); High Yield Value-Scored Bond Index (HYGV); Morningstar Global Upstream Natural Resources Index (GUNR); STOXX Global Infrastructure Index (NFRA); and Global Quality Real Estate Index (GQRE). Guest Bio: Nadia Papagiannis, CFA, is Head of Model Portfolio Products, Northern Trust Asset Management (NTAM), which has $1T in AUM. She's responsible for developing and managing discretionary, multi-asset class products. Nadia joined NTAM in 2018, having spent more than four years at Goldman Sachs Asset Management as Director of Alternative Investment Strategy and eight years at Morningstar, where she was the Director of Alternative Fund Research. She holds a bachelor's degree in finance and French from the University of Wisconsin and an MBA from the University of Chicago Booth School of Business. In 2011, Institutional Investor magazine selected her as one of the publication's Rising Stars of Mutual Funds. In 2017, The Hedge Fund Journal selected her as one of the 50 Leading Women in Hedge Funds.

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 3rd February 2023.

Shundrawn Thomas, President of Northern Trust Asset Management, where he oversees the $900 billion organization. Shundrawn joined Northern Trust Corporation in 2004 and rose to the leadership team in 2008. Over the last 8 years, he has hired and promoted much of Northern Trust Asset Management's executive team, whose fifteen members include nine women and minorities. Shundrawn is deeply involved in diversity efforts across the industry and was named one of this year's Most Influential Black Executives in Corporate America and previously one of the Most Powerful Blacks on Wall Street. Our conversation covers Shundrawn's early career and issues of race, the culture that drew him into to Northern Trust, and examples of unconscious bias. We turns to his values-based methodology to foster change across recruiting, mentorship, promotion, leadership and performance at Northern Trust, and we close with his perception of how the renewed interest in diversity provides an opportunity for businesses to take action. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

Shundrawn Thomas is the Founder and Managing Partner of Copia Group, a new private investment firm that provides capital solutions to lower middle market companies and drives social impact. Shundrawn was a past guest on the show while in his prior seat as President of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets. That conversation is replayed in the feed. This time around we pick up with Shundrawn's decision to leave Northern Trust, his mission at Copia, and transition from public company executive to budding entrepreneur. We discuss his plans for Copia across investment strategy, team building, capital raising, investment process, and social impact. We close with Shundrawn's vision for the next five years in his new venture.   Access Stream by AlphaSense Free Trial Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

What's up with intellectual curiosity? Is it the special sauce you've been missing in your career? Emily Meyer discusses how it is driven success in her career and how it can change yours. Emily Meyer a Vice President and Senior Relationship Manager on the Strategic Partnerships team at Northern Trust Asset Management. She is responsible for the firms' relationships with bank trust institutions across the US. Prior to her current role, Emily was a Relationship Manager on the National Accounts team at a tactical exchange-traded fund strategist firm. She is the current US co-President of Women in ETFs. Kristine Delano and Emily not only discuss how intellectual curiosity can drive your career but why you should look for it on the teams you join and the teams you build. Listen on your favorite podcast platform. We Talk Careers Podcast. 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.

Jeff and Bruce are joined by Michael Hunstad, executive vice president and chief investment officer for global equities at Northern Trust Asset Management. Michael talks us through his detailed research on risk, including six key findings every portfolio manager should be aware of. Related Articles:  Report upends traditional way of looking at risks versus returnsThe Risk ReportGuest Bio:Michael Hunstad is Executive Vice President and Chief Investment Officer, Global Equities at Northern Trust Asset Management. Michael serves on the asset management executive group and has oversight of all equity portfolio management, research and trading activities, including quantitative, index and tax-advantaged strategies.Previously, Michael was director of quantitative research, where he was responsible for leading Northern Trust Asset Management's factor based research and product development programs.  Prior to joining Northern Trust, he was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was head of quantitative asset allocation at Allstate Investments and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology.  He holds a Ph.D. in mathematics, an MBA in finance, an M.A. in econometrics and a bachelor's degree in economics.

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 6th January 2023.

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 5th December 2022.

The treasury community has risen to the ongoing challenge of rising interest rates and inflation, with corporate cash serving as the sought-after safety net. Here, Daniel Farrell (Northern Trust Asset Management) and Karl Adams (ICD) consider how the latest MMF reform proposals affect short-term investments, and what the shift away from negative rates means for corporate investors.

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 November 2022.

Shundrawn Thomas joins Bruce and Jeff to discuss his departure from Northern Trust Asset Management to launch The Copia Group. They talk about his reasons for leaving Northern Trust and The Copia Group's plans. They also go in-depth about Shundrawn's letters to corporate America reflecting on the racial unrest in this country and how that was reflected throughout the industry. Shundrawn gives his take on how, when it comes to recruiting, we have to rewrite the rules. It's not working hard, but working differently. Guest Bio:Shundrawn A. Thomas is a professional investor and corporate executive with over 25 years of impactful leadership in financial services. He is the founder and managing partner of The Copia Group (TCG), a private investment firm which provides capital solutions for lower middle market companies and drives social impact through the power of scalable businesses.Prior to founding TCG, Shundrawn served as president of Northern Trust Asset Management, a leading global investment manager with over $1.3 trillion in assets, and served as a member of the executive management group of Northern Trust Corporation. His executive roles included head of FlexShares ETFs, president of Northern Trust Securities, and head of corporate strategy. Prior to joining Northern Trust, Shundrawn worked at Goldman Sachs and Morgan Stanley in sales, trading, and research divisions.

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 October 2022.

Every year, Northern Trust Asset Management issues a multi-asset class, five-year investment outlook known as its Capital Market Assumptions Report. Per the recently released 2023 edition, Northern Trust is expecting market returns to be slightly below long-term historical averages. While they believe lower stock valuations may provide some support, upside will be limited by higher interest rates. They see a somewhat similar dynamic playing out with bonds, where returns will be supported by higher yields that will be capped by flatter global yield curves. Among the Every year, Northern Trust Asset Management issues a multi-asset class, five-year investment outlook known as its Capital Market Assumptions Report. Per the recently released 2023 edition, Northern Trust is expecting market returns to be slightly below long-term historical averages. While they believe lower stock valuations may provide some support, upside will be limited by higher interest rates. They see a somewhat similar dynamic playing out with bonds, where returns will be supported by higher yields that will be capped by flatter global yield curves. Among the six investment themes they've identified as driving markets over the next five years are Slow Growth Transitions, which looks at such slow transitions across the globe as pandemic to endemic; globalization to regionalization; and fossil fuels to renewables. Here today to discuss CMA's themes and forecasts is Chris Shipley. - Here is a link to Northern Trust's Capital Market Assumptions Report. Introducing AP Premium! Download and brand thousands of articles, summaries & commentaries in minutes. Unlock Premium today and receive $10 off your first monthly or annual payment with promo code PODCAST2022.

Founded in Chicago in 1889, Northern Trust has expanded from providing wealth solutions to include asset servicing, asset management and banking to investors worldwide.   It now has assets under management of USD $1.3 trillion and assets under custody of USD $13.7 trillion (as of 30/06/22)   In this episode, we welcome Marie Dzanis, born and brought up in the US, now in the UK, who explains Northern Trust's evolution from fiduciary and custodian to a significant global investment manager.   She explains their move into specialized ETFs under their ‘FlexShares' brand, and their specific approach to ESG and sustainable investing (they have the largest ESG mutual fund in Europe). She also discusses their private equity ETF as well as their quant-active approach.   Marie continues by discussing the challenge of increasing the female representation in the investment world, her rules for hiring, the changing shape of investment management and finally why Sir Ernest Shackleton is her hero.   Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn   The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and Mintus.      

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 September 2022.

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 3rd August 2022.

Black Enterprise Magazine identified Shundrawn Thomas as one of the 75 most powerful Blacks on Wall St. and one of the most powerful executives in corporate America. Most recently President and Chief Executive of Northern Trust Asset Management and Management Group member, he also held key roles at Goldman Sachs and Morgan Stanley. Known industry … The post Shundrawn Thomas: Top Executive, Wall Street Insider, and Man of Faith first appeared on TRANSLEADERSHIP, INC®.

Welcome to the latest edition of Liquidity Link Live, your exclusive monthly market analysis provided by Northern Trust Asset Management, one of the world's largest cash managers. This material is directed to professional and eligible counterparties only and should not be relied upon by retail investors, read full disclaimer here: treasury-management.com/ntam

Victoria Greene, chief investment officer at G Squared Private Wealth, says that investors should look at where they can be best off given current global economic conditions, and says that will bring investors to large-cap domestic value stocks, and she notes that investors may not want to pursue broad diversification because the strategy tends to struggle during times of stress. "It only works when the market is working," she says, "and right now the market isn't working." She expects a recession in short order, though she believes most investors should stick with their plans rather than making moves in response to market conditions and headlines driven by volatility. Also on the show, Ed Carson, news editor at Investor's Business Daily, discusses the latest IBD/TIPP Economic Optimism Index, which showed that economic optimism is at its lowest point in over a decade, and the personal financial outlook has never been lower since the index was created in 2001. Mike Hunstad, global head of equity and quantitative strategies for Northern Trust Asset Management, discusses how proposed regulatory changes to ESG investing will help consumers know what they are buying, and why environmental, social and governance oversight -- particularly combined with factors like investing in "quality" -- should lead to superior returns over time, and author Hal Weitzman discusses his book, "What's the Matter with Delaware: How the First State Has Favored the Rich, Powerful and Criminal – and How it Costs Us All."

Welcome to the latest edition of Liquidity Link Live, your exclusive monthly market analysis provided by Northern Trust Asset Management, one of the world's largest cash managers. This material is directed to professional and eligible counterparties only and should not be relied upon by retail investors, read full disclaimer here: treasury-management.com/ntam

Welcome to the third edition of Liquidity Link Live, your exclusive monthly market analysis provided by Northern Trust Asset Management, one of the world's largest cash managers. This material is directed to professional and eligible counterparties only and should not be relied upon by retail investors, read full disclaimer here: treasury-management.com/ntam

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 5th of April 2022.

Welcome to the second edition of Liquidity Link Live, your exclusive monthly market analysis provided by Northern Trust Asset Management, one of the world's largest cash managers. This material is directed to professional and eligible counterparties only and should not be relied upon by retail investors, read full disclaimer here: treasury-management.com/ntam

Manny Bernabe is the founder and CEO of bigplasma.ai, a company helping industrial companies and manufacturers build new data products and automate work with analytics and machine learning. Before launching bigplasma.ai, Manny was the Head of AI Product and Lead Data Scientist at Uptake, an AI industrial IoT startup which was listed as #3 on Forbes Most Promising AI Companies in America in 2019. Prior to joining Uptake, Manny held the role of Investment Strategist for FlexShares, a product line of Northern Trust Asset Management. At FlexShares, Manny designed and launched quantitative financial products totaling +$13 billion in assets under management. Manny earned his B.S. in Finance (Honors) from DePaul University, a Data Science Specialization from Johns Hopkins University, and has passed all three levels of the Chartered Financial Analyst (CFA) exam series.

Jeff Shafer, CEO of CommonGood Capital, is joined by Shundrawn Thomas, President and CEO of Northern Trust Asset Management and author of “Discover Joy in Work: Transforming Your Occupation Into Your Vocation”, to talk about being fascinated by grown-ups in business suits while growing up mowing lawns and shoveling snow on the south side of Chicago, […]

Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, joins Jeff to chat about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them. Nadia shares her perspective and advice on the matter.   Related Article:  Americans want new ways to generate retirement incomeRelated Article: Gold emerges once again as rock of stability amid market unrestGuest Bio:  Nadia Papagiannis, CFA, is responsible for developing and managing discretionary, multi-asset class products, including model portfolios and custom strategies for NTAM. She joined Northern Trust in 2018, having spent more than 4 years at GSAM as director of alternative investment strategy and 8 years at Morningstar, where she was the director of alternative fund research. Prior to joining Morningstar in 2005, she was a senior compliance examiner at NASD (now Finra), auditing broker-dealers. She also worked at the National Futures Association, auditing firms trading futures and options, including hedge funds.

Welcome to the first edition of Liquidity Link Live, your exclusive monthly market analysis provided by Northern Trust Asset Management, one of the world's largest cash managers. This material is directed to professional and eligible counterparties only and should not be relied upon by retail investors, read full disclaimer here: treasury-management.com/ntam

68. Sabrina Bailey - How Can I Help? “Instead of a handout, a hand up. And what I mean by that is truly allowing we've got one employee in country (where we have a non-profit), truly allowing her vision to be cast. Our only role as the not-for-profit is to come alongside and to mentor, to coach, to guide and leadership philosophy.” Guest Info: Sabrina Bailey is the Global Head of Wealth Solutions at Refinitiv, an LSEG (London Stock Exchange Group) company, joining the company in May 2021. In this role Sabrina is responsible for developing and delivering upon the strategic vision and direction for Refinitiv's global Wealth Solutions business. This includes embracing and leveraging technological advances to deliver innovative, customer-centric offerings. Sabrina is a proven senior level executive with over 20 years of financial services experience.  Prior to joining Refinitiv Sabrina held several senior executive positions, most recently as CEO of Emotomy, Northern Trust Asset Management's digital investment advice offering. In her prior role at Northern Trust Sabrina was the Global Head of Retirement Solutions with responsibility for the development and deployment of Northern Trust's retirement strategy globally. Prior to joining Northern Trust Sabrina held a variety of positions in executive leadership, management, investment consulting, and manager research at Mercer, Towers Watson, RogersCasey, and Arnerich Massena and Associates.  Sabrina has received several industry accolades. In 2020, Sabrina was named Top Women in Asset Management by Money Management Executive. In 2017, Sabrina was named Distinguished Woman Investment Professional of the year by Women Investment Professionals. In 2016, Sabrina was named a "40 under 40" by Crain's Chicago Business, being selected for the business leadership honor from more than 1,000 nominees.  Outside of work Sabrina enjoys spending time with her husband of over 20 years and her 2 daughters. She is passionate about giving back to others through service, including serving on the Chicago Advisory Board of The Salvation Army, actively volunteering in the Roseland neighborhood of Chicago, and as the co-founder of Grow for Hope, a not-for-profit focused on empowering women in Sierra Leone Africa through education and employment. She is also an outdoor enthusiast always looking to go on the next adventure with her family and friends including running, hiking, cliff jumping, rock climbing, hang gliding and other athletic feats.  Sabrina holds a Bachelor of Science in Business Administration and Management and an MBA in Organizational Leadership from George Fox University. Favorite Quote: “The only legacy we leave behind is the impact we have on others.”  — Unknown R.O.G. Takeaway Tips: Your legacy is an accumulation of the micro moments of generosity throughout your life. Ask others, “How can I help?”  Share your time, talent and treasure. Resources: Sabrina Bailey on LinkedIn (in/Sabrina-Bailey-Change-Agent) Sabrina Bailey Appointed to Run Wealth Solutions Business Fintech Luminaries – Meet Sabrina Bailey of Refinitiv, an LSEG business Wealth Tech Today Ep 109: Building A Globalized Data Strategy Delivered Locally with Sabrina Bailey, LSEG Coming Next: Episode 69: We will be joined by Jeff Christian. Credits: Sabrina Bailey, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc.

In this episode, we learn valuable life lessons from UConn alumni, Sara Atehortua. Working as an investment analyst at Northern Trust Asset Management, Sara has had plenty of professional and networking experience in the field, much of which she gladly shared with us. We were very fortunate to be able to talk to Sara about her personal experiences and gain knowledge about how she overcame the struggles that life gave her. Host: Dominic Zaleski Music by David Hilowitz and Rony Friedman

Interview with R.J. Moore — 0:30 - 41:00Background on Private Advisor Group.The increased understanding (and valuations) of RIA firms among investors.How multiples and valuation approaches have shifted.How advisers should think about their own firm's valuation.Fee compression or lack thereof.The role of private equity and where the endpoint might be in consolidation.Interview with Peter Yi — 41:15-1:07:45The case for transitory inflation and a one-time step-up.The trend in wage growth and its role in inflation.The real trends in inflation and when the economy may get there.Fed targets and what it means for Fed policy.What does the risk scenario for inflation look like?When will the real trend resume?Relevant Article:  As inflation gets real, advisers ponder strategiesRelevant Article:  How high can RIA valuations go?Guest Bios:  R.J. Moore brings over three decades of financial services industry experience and executive leadership to his role as CEO. A passionate advocate for advisers and the end client experience, R.J. has been at the forefront of innovation and transformation across the profession.Peter Yi is director of short-duration fixed income and head of taxable credit research for Northern Trust Asset Management. In this capacity, Peter manages the team responsible for registered money market mutual funds, offshore global cash funds, short-term investment funds, separately managed institutional client mandates and securities lending cash reinvestment. His daily responsibilities are to develop and oversee strategies for the cash management business. Peter also manages the taxable credit research teams within fixed income. 

Liz Ann Sonders — Midyear outlook — 0:30 - 38:25 Equities outlook for the rest of the year.Inflation — weighing transitory vs. longer lasting, the right historical comparison, and the Fed's response.Effects of fiscal plans — stimulus vs. taxes — and of the current monetary climate.Portfolio adjustments to deal with inflation.Fixed-income outlook.Crypto outlook.Thoughts on the advent of new traders in the market.The financial services sector's progress on diversity.Shundrawn Thomas — Midyear outlook — 38:30 - 1:02:50 Equities outlook.Where does fixed income fit in?Inflation — transitory inflation vs. longer lasting vs. "stuckflation."Effects of fiscal plans — how taxes may affect the markets.Sustainable investing at Northern Trust.Balancing a focus on diversity with leading the firm, the industry's progress, and what the outlook is.Guest Bios: Liz Ann Sonders:  As senior vice president and chief investment strategist at Charles Schwab, Liz Ann has a range of investment strategy responsibilities, from market and economic analysis to investor education, all focused on the individual investor.A keynote speaker at numerous industry conferences, Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron's, and the Financial Times, and she appears as a regular guest on CNBC, Bloomberg, CNN, Yahoo! Finance and Fox Business News programs. Liz Ann has been named Best Market Strategist by Kiplinger's Personal Finance and one of SmartMoney magazine's Power 30. Barron's has named her to its 100 Most Influential Women in Finance list and Investment Advisor has included her on the IA 25, its list of the 25 most important people in and around the financial advisory profession. Shundrawn Thomas  serves as president of Northern Trust Asset Management where his responsibilities include developing long-term strategy, executing operating plans, cultivating client relationships, managing vendor relationships and developing talented professionals. He also serves as a member of the management group for Northern Trust Corp.Previously, Shundrawn served as executive vice president, head of funds and managed accounts. In this capacity he oversaw the development, management and distribution of Northern Funds, Northern Institutional Funds and FlexShares Exchange Traded Funds, as well as the managed accounts practice, which provides investment advisory solutions to clients. Shundrawn also served as president and chief executive of Northern Trust Securities Inc., a wholly owned subsidiary of Northern Trust Corp. Prior to joining the asset management executive team, Shundrawn served as head of corporate strategy for Northern Trust Corp. As a direct report to the chief executive officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

IREM CEO Denise Froemming discusses the value of trust in leadership with Sidney Ingelson, CPM® of Northern Trust Asset Management. 

In this episode of the Entrepreneurial Ministry Leader, we sit down and talk with Shundrawn Thomas, President of Northern Trust Asset Management as he reflects on Dr. King's I Have A Dream Speech.

Michael Hunstad presents his group's seminal work that turns the age-old paradigm for risk measurement on its head.

How do we transform this moment of conversation about racial prejudice into a movement to reinvent the workplace? This week on the CEO Series, Karl Moore of McGill University's Desautels Faculty of Management speaks with Shundrawn Thomas, President and CEO of Northern Trust Asset Management based in Chicago about racial injustice in corporate America and around the world. Drawing on his personal experiences of racial discrimination and a widely-shared open letter on the subject, Thomas urges us to consider how embracing positive values can make a significant change in today's state of affairs.

Join David Iglesias as he interviews Shundrawn Thomas, President of Northern Trust Asset Management, where they explore a wide range of topics including: Shundrawn's personal path to business success, the importance of family, lessons on leadership, insights on racism, his new book Discover Joy in Work, and potential opportunities stemming from our current COVID–19 crisis.

In this episode, it was my pleasure to record Sabrina Bailey - SVP and Head of Digital Investment Advice for Northern Trust Asset Management, a firm with more than $1.0Tn is Assets Under Management that has been around for over 120 years.As I've gotten to know Sabrina, I'm blown away by her authentic and genuine leadership style that has already had her recognized as a Distinguished Woman Investment Professional of the year by Women Investment Professionals in 2017 and a "40 under 40" by Crain's Chicago Business in 2016.We discuss everything from building a successful career, leadership styles, time outside of work, being involved in non-profits and much more.Hope you enjoy :)

There are specific actions that leaders must take if they're serious about driving diversity, equity, and inclusion in their organization. Shundrawn Thomas, former President of Northern Trust Asset Management recently spoke with Laura Gregg and David Partain about the role of leaders in DE&I. He also talked about his recent open letter – Breaking the … Continue reading Ep 24: Leadership and Diversity – With Shundrawn Thomas →

Jordan Raynor sits down with Shundrawn Thomas, President of Northern Trust Asset Management, to talk about how to gracefully renegotiate commitments when you're overwhelmed, why commitment is what makes a calling, and how to find joy in the job you already have.Links Mentioned:Shundrawn ThomasShundrawn Thomas on TwitterNorthern TrustDiscover Joy in WorkMorgan StanleyMaster of OneGallupThe 4 Hour WorkweekTim FerrissMalcolm GladwellTrillion Dollar CoachBill Campbell9 Lies About WorkThe Infinite GameSimon SinekDave RamseyWhat Does Your Soul Love?Bet on TalentDee Ann Turner