Podcasts about oppenheimerfunds

This episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening.What happens when personal tragedy collides with professional life? Join us as we sit down with Scott Kelley, a leading figure in the retirement plan industry, who opens up about the heart-wrenching moment he learned of his brother's suicide during an intense work schedule. Scott's story is a powerful exploration of how unexpected loss can deeply impact both personal and professional spheres. He shares not only his immediate reaction and the crucial role his wife played in those first harrowing moments but also the enduring effects of this tragedy on his day-to-day life.In part two, Scott takes us through the emotional labyrinth of suppressing grief while striving to maintain a strong facade at work. The combination of job loss and the isolation of the COVID-19 pandemic forced him to confront long-ignored emotions. He offers a candid look at his journey through therapy, emphasizing its pivotal role in his ongoing healing process. By sharing his metaphorical unpacking of emotions likened to boxes in his office, Scott provides an honest and relatable reflection on the challenges of personal growth. This episode is a profound reminder of the necessity of empathy and support in the workplace, making it essential listening for anyone dealing with similar struggles.Guest Bio:Scott joined Federated Hermes in 2022 as a Vice President/Senior RetirementConsultant with 20 years experience working in the financial industry. Prior to hiscurrent role with Federated, he was at Bank of America Merrill Lynch as a VicePresident, Employee Benefits Specialist. He helped advisors in his assignedterritory drive retirement plan business and worked closely with their bankingpartners to integrate retirement plans into the business model. Prior to that hewas Vice President, Senior Retirement Consultant at OppenheimerFunds, Inc.where he managed the DCIO territory on the West Coast.Scott attended Oregon State University and has a Bachelor of Science in BusinessAdministration.Scott dedicates his time and energy to provide retirement plan advisors withstrategies that will help them save time, and grow their practice.Connect with Scott:https://www.linkedin.com/in/srkelley/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/

Crina Pupaza is an accomplished Human Capital leader with a wealth of experience in both large, established corporations and nimble startups, building and managing People and Culture teams and successfully scaling organizations from 50 to 500+ employees. With a Masters degree in Organizational Psychology from Columbia University and 15+ years as an HR leader, Crina brings deep behavioral insight, knowledge, and experience to help organizations source and leverage talent for growing businesses. Throughout her career, Crina has held leadership and advisory roles in various disciplines within HR and Internal Communications at established organizations and startups, including Nymbus (SaaS, Fintech, Series D), eMarketer/Insider Intelligence (subscription-based market research company), OppenheimerFunds (global asset management $220B+ in AUM), the Guggenheim Museum (non for profit), and SquarePeg (SaaS, HR Tech, Series A). In addition to her work as Chief People Officer at Nymbus, Crina is recognized as a thought leader and a Top Culture Change Voice on LinkedIn, where she shares insights on scaling organizations, founder enablement, productivity, and leveraging high performance. Crina is a trusted coach and advisor to business leaders and individual contributors alike, empowering them to navigate complex situations and make strategic decisions that shape the future of their companies and position them for professional success. She is especially passionate about enabling founders, CEOs and managers to be exceptional leaders, knowing that their effect on talent and power to inspire growth can be both exceptional and exponential. Born in Cluj, Romania, Crina has started her education in Psychology at Babeș-Bolyai University. She has completed her education and received advanced degrees and certifications in the United States where she built her career to enable companies to navigate mergers and acquisitions, as well as enhance culture and motivate and drive talent to succeed. After more than 20 years of living in the New York area, Crina and her family opted for a new life adventure in Cary, North Carolina where she is sharing her knowledge with the local business community.

Can your 9-to-5 job become a powerful platform for mission?   In this episode, we interview Bob Doll, the President, CEO, and CIO of Crossmark Global Investments, Inc. We delve into the concept of viewing the workplace as a mission field. Bob shares his personal journey, insights from influential books, and practical examples of living out faith in everyday work.   Discover how to: Integrate your Christian values with professional excellence. Navigate challenges at the workplace. Mentor others in the workplace. Make a significant impact in your church and non-profits.   Bob's experience and wisdom in the workplace provide a roadmap for making a meaningful impact through your career. After listening, subscribe to our podcast for more inspiring conversations, leave a review to share your thoughts, and visit our website for additional resources and updates.   Links & Resources: Bob Doll's recommended books:Your Work Matters to God by Doug Sherman and William Hendricks Every Good Endeavour by Tim Keller Don't Waste Your Life by John Piper God at Work by David Miller Half Time: Moving from Success to Significance by Bob Buford Lausanne Movement: www.lausanne.org Tim Keller's Sermons: Gospel in Life John Piper's Resources: Desiring God   Guest Bio: Bob Doll is the President, CEO, and CIO of Crossmark Global Investments, Inc.  He joined Crossmark in May 2021 as chief investment officer (CIO), bringing over 40 years of industry experience to guide the investment process and serve as portfolio manager for multiple Crossmark large-cap strategies. He also utilizes his investment expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of senior portfolio manager and chief equity strategist at Nuveen (2012–2021) and Blackrock (2006–2012), president and chief investment officer at Merrill Lynch Investment Managers (1999–2006), and chief investment officer at Oppenheimer Funds, Inc. (1987–1999). Bob graduated from Lehigh University with a BS in accounting and a BA in economics. He later went on to earn an MBA from the Wharton School of the University of Pennsylvania. He is a certified public accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses. Bob dedicates his time as choir director at his local church and also serves on a number of boards including the Alliance of Confessing Evangelicals, Cairn University, Christianity Today, Gordon Conwell Theological Seminary, Kingdom Advisors, the Lausanne Movement, Movement.org, New Canaan Society, and Word of Life Fellowship. Bob and his wife Leslie currently reside in Princeton, New Jersey, and have three children and one grandchild. We'd love your feedback to help us to improve this podcast. Thank you!

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

Welcome back to the Alt Goes Mainstream podcast.Today's episode dives deep into one of the fastest growing independent wealth platforms in the US — Sanctuary Wealth — and how alternatives is a major ingredient to the growth of their firm and the RIA space more broadly.We have Sanctuary's MD and Head of Alternative Investments, Patrick McGowan, and Director of Strategic Partnerships, Oksana Poznak, on the show to discuss why they believe alternative investments are a key driver of their growth and why they are so important to the development of advisor's practices.Patrick and Oksana both bring valuable perspectives on private markets to bear.Patrick was previously a SVP and Head of Product Management at Azimut Alternative Capital Partners, the NY based GP stakes arm of Azimut Group, one of the largest independent wealth management companies in the world. This background gives him a great understanding of the GP stakes world, where he's spent a bunch of time thinking about this in terms of how it relates to the wealth channel. Prior to Azimut, Patrick was part of the Invesco Private Capital team, the $1B PE and VC arm of Invesco, where he focused on their efforts for CalSTRS SMA and a fund of funds that invested in a number of high-performing, generally smaller and emerging managers. He also worked at OC Private Capital, a JV between Carlyle and OppenheimerFunds, the advisor to a $1B close-ended interval fund focused on private credit. Prior to this role, he was a Senior Director at AI Insight, which was acquired by iCapital. He started his career at OppenheimerFunds and then worked at Altegris Investments, which was a pioneer in bringing alts to the wealth channel.Oksana brings over 20 years of experience in business development, marketing, and relationship management to Sanctuary. She was most recently Segment Marketing Director at CAIS, where she promoted alternative investment fund managers. Prior to CAIS, she held senior positions at Atria Wealth Solutions, BNY Mellon Pershing, Ladenburg Thalman, and Advisor Group.We had a fascinating discussion about the intersection of wealth and alts. We discussed: What it will take to grow Sanctuary to a $100B Super RIA.Why the wealth channel is so interested in alternatives.Why alternative asset managers are interested in working with the wealth channel.How alternative asset managers can best approach working with and educating the wealth channel.The biggest mistake alternative asset managers make when trying to work with the wealth channel.How smaller funds can partner with wealth advisors.Thanks Patrick and Oksana for coming on the show to share your thoughts and wisdom about the intersection of wealth and alts. We hope you enjoy.

Our guest this week is Justin Leverenz, who is the team leader and senior portfolio manager for the emerging-markets equity team at Invesco. Leverenz joined Invesco when it combined with OppenheimerFunds in 2019. He started managing the strategy now known as Invesco Developing Markets in May 2007, having joined Oppenheimer as a research analyst in 2004. Before that, he was the director of Pan-Asian technology research for Goldman Sachs. Leverenz has worked in Taiwan and Scotland. He is a fluent Mandarin speaker, and he holds bachelor's and master's degrees from the University of California.BackgroundBioInvesco Developing MarketsMarket View“Mexico: A Few Reasons Why We're Bullish on This Neglected Developing Market,” by Justin Leverenz, Invesco, March 17, 2023.“The Case for Mexican Equities,” by Justin Leverenz, LinkedIn, April 6, 2023.Emerging Markets“FAQ: Our Active Approach to Emerging Markets,” by Justin Leverenz, Invesco, June 12, 2023.“The Case for Emerging Markets,” by Justin Leverenz, LinkedIn, May 2, 2023.“Why a Huge Emerging-Markets Fund Is Reopening to New Investors,” by Gregg Wolper, Morningstar, Feb. 16, 2023.“What Is Going on With Chinese Equities?” by Justin Leverenz, LinkedIn, July 28, 2023.“Why Hasn't Fed Tightening Led to an EM Crisis?” by Justin Leverenz, LinkedIn, June 23, 2023.“Invesco's Justin Leverenz—Putting Emerging Markets Challenges Into Perspective,” WealthDFM, May 26, 2022.Growth Themes“Electric Vehicles and Renewable Power Fuel Emerging Market Investment Opportunities,” by Justin Leverenz, LinkedIn, Nov. 15, 2023.“Western Spirits Companies Turning to China and India to Fuel Growth,” by Justin Leverenz, Invesco, May 22, 2023.“Chinese Health Care Companies: A Growing Force for Global Innovation,” by Justin Leverenz, LinkedIn, March 16, 2021.“Humans vs. Machines: Who Has the Edge in Emerging Markets?” by Justin Leverenz, Invesco, April 3, 2023.Funds/Companies MentionedYum ChinaH WorldZTOTencentNetEaseGrupo MexicoPinduoduo

One of the biggest complaints about human resources and employers is the cold and impersonal manner in which they lay off workers. How a company communicates and facilitates job cuts is essential for demonstrating empathy and providing immediate support to employees during a difficult and emotional time, as well as maintaining trust with its remaining staff and anyone looking to join the organization in the future. In this LinkedIn Live, Valerie Vadala, an experienced global talent acquisition leader who served in executive roles at Wells Fargo, Shutterstock, Invesco, OppenheimerFunds, Credit Suisse and Lehman Brothers, will be giving her take on this insensitive layoff trend. We'll be discussing the viral Cloudflare firing video and how companies could conduct themselves better during these layoffs!

Happy Friday our Woman Inc. listeners! Our guests this week are Jo Ann Corkran & Loretta McCarthy, Co-CEOs and Managing Partner of Golden Seeds. Golden Seeds, the leading US angel network backing women-led businesses, evaluates over 1000 entrepreneurs annually with a rigorous due diligence process. Their investments exceed $175 million across 240 companies like Little Passports and Brandwatch. As pioneers in the women funding women movement, they've transformed a landscape where just 5% of angel investors were women and 3% of funded startups were led by women in 2004, to today's 40% female angel investors and 31% women-led angel-funded firms. Accomplished finance executives like Loretta, former Chief Marketing Officer at OppenheimerFunds, and Jo Ann, former Managing Director at Credit Suisse, are actively seeking promising women-led companies and investors who want to join them in this work. Drawing on their experience, they empower women to realize their aspirations of becoming successful leaders. We hope you enjoy this episode, and as always, come go to Instagram to let us know your favorite part!

Finance leader Betsy Ward wants you to know that she doesn't have an itchy trigger finger—but she does have an inner trigger and knows when it's been set off. There's no doubt that few professional colleagues would ever think to associate the time-tested gunslinger trope with the exponentially mild-mannered Ward, who has led insurance giant MassMutual through a string of strategic transactions since her arrival in its CFO office in 2016. Still, as Ward seeks to help us to better understand the unique mix of skills that distinguishes her from her CFO peers, her words alert us to a confidence that comes from experience not found on a more traditional corporate finance resume.   “I have a trigger that lets me know when I need to look into something and ask myself ‘Do we keep that? Do I need to manage it? Do I need to sell?,'” explains Ward, who spent 10 years in asset management before joining MassMutual in 2007 as chief risk officer. “I've always looked at outcomes—baseline outcomes, which in finance we typically call ‘the plan'—but I've always considered scenarios, too,” comments Ward, whose list of recent transactions includes the acquisition of Great American Life Insurance Company (now MassMutual Ascend) and the combination of OppenheimerFunds with Invesco in 2019. Ward's team uses a variety of metrics to bring different scenarios into sharper focus.     “We asked ourselves what it would take to make our retirement business not only perform well but also be more scalable, and here's where our productivity metrics really came into play,” recalls Ward, highlighting MassMutual's headline-grabbing decision to sell its retirement business to Empower in 2020. According to MassMutual's CFO, finance provides her organization not so much with advice as with a “thesis” for guiding business decision-making.    Says Ward: “I think that what my background brings to the financial side is this scenario type of analysis, as well as the notion of having a thesis for businesses, for assets, and for products.” –Jack Sweeney

Episode 268: Investor Mike Taylor shares common characteristics of great hedge fund portfolio managers, how he invests, and current risks in the stock market. Guest Biography Mike Taylor is the Lead Portfolio Manager of the Simplify Health Care ETF (PINK), the first 100% pro bono ETF focused on the health care sector. Net profits are donated for the benefit of the Susan G. Komen foundation on an annual basis. He has over two decades of experience managing long/short health care equity portfolios at leading hedge funds, including PM and Managing Director of CriticalMass Partners LLC. Previously, Mike managed hedged and factor neutral-portfolios with a gross amount over $1 billion at funds including Millennium, Citadel and Diamondback Capital. He is regarded to have built and run one of the best-performing Healthcare funds on Wall Street. Mike began his investment career at OppenheimerFunds as the Head of Healthcare. He has overseen the day to day operations, portfolio trading, and research at multiple institutions, and prior to Portfolio Management, Michael worked as a Scientist during the 1990's developing viral-vector based gene therapeutic drugs for the Bio/Pharma industry. He holds advanced degrees in Science and Business from the Johns Hopkins University and the William E. Simon School of Business. This episode is brought to you by Runnymede Capital Management. For our market views, subscribe to our email at www.runnymede.com/newsletter. In this episode, you'll learn: Characteristics that make the best HF portfolio managers and why they have to reinvent themselves many times over What happened at Silicon Valley Bank Mike shares his 2023 financial outlook and what one of his biggest positions is right now Show notes: https://www.inspiredmoney.fm/268 Find more from our guest: www.simplify.us/pink Twitter LinkedIn Mentioned in the episode: www.hedgeye.com Michael Green Cathie Wood Thanks for Listening & Watching! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts, Podchaser.com, or wherever you listen. Your ratings and reviews really help, and I read each one. Subscribe on Apple Podcasts and YouTube.

Dipti Kachru is CMO at Broadridge. Dipti's marketing career has specialised in financial services, including wealth management, banking and asset management, having held senior positions at Chase Bank, JP Morgan and Oppenheimer Funds. Broadridge is a global fintech leader with $5 billion in revenues. They help clients capitalise on what's next with communications, technology, data and analytics to drive their business forward. We discuss:The value of purpose and diversity Principles that unite Marketing, Sales and Product teamsTaking a holistic approach to brand and demandThe advice Dipti always comes back toMentioned in this episode:Brought to you by CMO Crowd and The Marketing PracticeFind out more at cmocrowd.com

Dipti Kachru is CMO at Broadridge. Dipti's marketing career has specialised in financial services, including wealth management, banking and asset management, having held senior positions at Chase Bank, JP Morgan and Oppenheimer Funds. Broadridge is a global fintech leader with $5 billion in revenues. They help clients capitalise on what's next with communications, technology, data and analytics to drive their business forward. We discuss:The value of purpose and diversity Principles that unite Marketing, Sales and Product teamsTaking a holistic approach to brand and demandThe advice Dipti always comes back toMentioned in this episode:Brought to you by CMO Crowd and The Marketing PracticeFind out more at cmocrowd.comBrought to you by CMO Crowd and The Marketing PracticeFind out more at cmocrowd.com

Del Esparza is the CEO of Esparza Advertising. Founded in 2000, Esparza is a New Mexico based business that provides strategic marketing, advertising, and business solutions to a broad range of national public and private clients, including Blue Cross and Blue Shield, Oppenheimer Funds, PNM, BMW, Mini, and many other fine organizations. Author of “The Next Dinosaur,”a book published in 2021 as a guide for small to mid-sized businesses to transition from bricks and mortar models to e-commerce, Esparza has always been committed to giving back to small to midsize companies and supporting them in the ever-changing advertising industry. Brandale Mills Cox, Ph.D., principal and founder of Inclusive Market Research Group, has over 12 years of marketing and public relations experience, with nearly 7 years of research experience. Her research specialization include Black consumer insights, media audience insight and focus group facilitation. She is also a skilled branding and public relations consultant with evidence of multicultural marketing strategies. She has also been recognized as Albuquerque Business First's “40 under 40.” What you will learn in this episode: How social and political unrest during the 2020 pandemic led to a shift in buyer behavior Why values and how companies express them matter to today's consumers How companies can build successful DEI (diversity, equity, inclusion) initiatives that do not feel performative or patronizing Why a solid online presence is an absolute necessity for any company What “cancel culture” really means and how to recover from a misstep as a brand Why it is critical to connect with your consumers and ask them questions instead of assuming you know everything about them Resources: Website: https://esparza.com/ LinkedIn: https://www.linkedin.com/in/delesparza/ https://www.linkedin.com/company/esparza-advertising/ Twitter: https://twitter.com/delesparza Website: https://www.inclusivemarketresearchgroup.com/

Today on Bridging The Gap, Lindsey Larrabee, Consultant at Templar Advisors, a financial psychology and behavioral sciences lead, and a Certified Financial Behavior Specialist®, joins us to discuss behavioral psychology.  Lindsey and I dig into the definition of money scripts, four primary money scripts, and she even helps me discover my personal money script!  We address how advisors can work to understand client suspicions during trying times, as well as tools that can help our clients move forward. We also discuss our clients' psychology today and the impact of their financial decisions.  Guest Bio: Lindsey Larrabee joined Templar Advisors in 2019 as a consultant based in Denver. She brings a research-led, yet highly practical communications coaching angle based on her specialized expertise as a Certified Financial Behavior Specialist® (FBS), and direct experience of building and managing client relationships across all channels since 2007. Most recently, Lindsey spent four years in business development at BNY Mellon in their Wealth Solutions Group, working as an investment consultant across all UHNW client channels. Prior to this, she spent eight years at OppenheimerFunds in various roles, including investment sales, and assisting the build-out of the Private Bank, Bank Trust, & Family Office team, covering clients across the entire US region. She takes an innovative approach to both client development and the client experience in financial services. Lindsey completed her undergraduate education between Colorado State University and La Universidad Latinoamericana de Ciencia y Tecnología (ULACIT), in San José, Costa Rica. She has since graduated with both her MBA & MSc. in International Business (MSIB) with an emphasis in Negotiation at the University of Colorado, Denver. Most recently she has gone on to earn her Master's Certificate degree in Financial Psychology & Behavioral Finance at Creighton University. Lindsey also holds the Certified Private Wealth Advisor® (CPWA) designation, is a DiSC® Certified Human Workplace Behavior Consultant, and is an extensively trained Certified Consultant of Highlands Ability Battery assessment for career exploration and alignment. She is an Executive Circle member of the Financial Psychology Institute, a published, peer-reviewed research paper author in the Journal of Financial Planning and is a regular keynote speaker at accredited industry events, including Investment & Wealth Institute's Behavioral Advisor Forum. Her languages include both English & conversational Spanish. Follow Us And Find More Content For Financial Advisors and Wealth Management Firms At: https://my.captivate.fm/www.mattreiner.com (www.mattreiner.com) https://www.youtube.com/channel/UCrca3m7ryDjzNrGs0rDzZFQ (YouTube) https://twitter.com/mattreiner (Twitter) https://www.linkedin.com/company/bridging-the-gap-mattreiner/ (LinkedIn)

Invesco Global Market Strategist, Brian Levitt, joins Investment Advisor Representative Matthew A. Costanzo in the latest episode of the CFG Podcast Series Brian Levitt is responsible for the development and communication of the firm's investment outlooks and insights. He is also the co-host of Invesco's “Greater Possibilities” podcast. He joined Invesco when the firm combined with OppenheimerFunds in 2019. He started at OppenheimerFunds in fixed income product management in 2000 and then transitioned into the macro and investment strategy group in 2005. He has also been quoted in the press, including Barron's, Financial Times, and The Wall Street Journal. He has appeared on CNBC, Bloomberg, and Yahoo! Finance.

For the full show notes and transcription checkout: https://www.superpowers.school/ Watch episodes on YouTube: https://www.youtube.com/c/paddydhanda ★ BUY ME KO-FI ★ If you enjoy the podcast, then you can donate a small amount here as a token of your appreciation: https://ko-fi.com/paddydhanda Contact Paddy at: pardeep_dhanda (at) hotmail.com Maria Gamb is the Founder and CEO of the Coaching and Training company NMS Communications. As a former Fortune 500 executive in Corporate America, she directed successful businesses valued at more than $110 million. Her global experience led her to write the Amazon best-selling book “Healing the Corporate World”. Plus 3 more books; “Values-Based Leadership for Dummies™,” “Resiliency Journal,” and “Gratitude Journal.” She is dedicated to helping busy professionals align their life and leadership impact. Maria's unique perspective on the inner game of leadership coupled with Values-Based Leadership skills makes her unique. Maria has coached executives from Oppenheimer Funds, Capital One, Kronos Incorporated, JAG Australia, and the Jamaican Government Cabinet. She has been a Speaker at Astra Zeneca, Mid-Atlantic Permanente, MHA, Women in Leadership & Business and Women's MBA International. Her credits include Inc Magazine, Time Magazine, Wall Street Radio Network, the Women's Media outlet, and a column at ForbesWomen. Books written by Maria Gamb can be found here; https://amzn.to/3on2IS6 FREE Downloads: "Anatomy of the Great Reset": https://mariagamb.podia.com/anatomy-of-the-great-reset-free-special-report "The Daily Set Point": https://mariagamb.podia.com/learn-4-strategies-to-create-a-powerful-daily-practice --- Send in a voice message: https://anchor.fm/superpowers-school/message

For the full show notes and transcription checkout: https://www.superpowers.school/ Watch episodes on YouTube: https://www.youtube.com/c/paddydhanda ★ BUY ME KO-FI ★ If you enjoy the podcast, then you can donate a small amount here as a token of your appreciation: https://ko-fi.com/paddydhanda Contact Paddy at: pardeep_dhanda (at) hotmail.com Maria Gamb is the Founder and CEO of the Coaching and Training company NMS Communications. As a former Fortune 500 executive in Corporate America, she directed successful businesses valued at more than $110 million. Her global experience led her to write the Amazon best-selling book “Healing the Corporate World”. Plus 3 more books; “Values-Based Leadership for Dummies™,” “Resiliency Journal,” and “Gratitude Journal.” She is dedicated to helping busy professionals align their life and leadership impact. Maria's unique perspective on the inner game of leadership coupled with Values-Based Leadership skills makes her unique. Maria has coached executives from Oppenheimer Funds, Capital One, Kronos Incorporated, JAG Australia, and the Jamaican Government Cabinet. She has been a Speaker at Astra Zeneca, Mid-Atlantic Permanente, MHA, Women in Leadership & Business and Women's MBA International. Her credits include Inc Magazine, Time Magazine, Wall Street Radio Network, the Women's Media outlet, and a column at ForbesWomen. Books written by Maria Gamb can be found here; https://amzn.to/3on2IS6 FREE Downloads: "Anatomy of the Great Reset": https://mariagamb.podia.com/anatomy-of-the-great-reset-free-special-report "The Daily Set Point": https://mariagamb.podia.com/learn-4-strategies-to-create-a-powerful-daily-practice --- Send in a voice message: https://anchor.fm/superpowers-school/message

Zoom meetings have become the norm for hybrid, remote, and in-office environments, defining a monumental shift in how and where work gets done. Jodi Rabinowitz, Head of Talent and Organizational Development at Zoom Video Communications, talks about how the company maintained its cohesive work culture during the COVID-19 pandemic, and how Zoom has helped companies stay connected even as the very nature of work has shifted. Rabinowitz has worked in leadership development for more than a decade. She has held senior roles in corporate and nonprofit organizations, including OppenheimerFunds, BNP Paribas, and the Metropolitan Museum of Art. Some Questions Asked:What does Zoom do to keep its culture alive while its workers are fully remote? 11:36Why are authentic connections important, especially for distributed teams? 13:48What are the most important factors that make Zoom's onboarding program successful? 17:41 In This Episode, You Will Learn:How Zoom uses “culture dips” to bolster employee motivation and satisfaction.Why remote makes for a more effective work environment.Advice for companies leaning into a hybrid or fully remote model.Links:Jodi Rabinowitz - LinkedInZoom - LinkedinMichelle Labbe - LinkedInToptal - LinkedInThe Talent Economy podcast See acast.com/privacy for privacy and opt-out information.

When the lockdowns started, Susan realized they had to act fast to support the company, employees and real estate agents in over 120 countries while creating an innovative mental health program on the fly.    A highly respected HR leader in Denver, Susan has worked at OppenheimerFunds, American Residential Communities, Fiserv, Comcast and more.   In her interview, Susan shares the personal side of leading by example and how they are adapting to the permanent WFM culture.

Seth Wunder, CFA, is the Chief Investment Officer of Acorns. Previously, Seth founded Los Angeles based black-and-white Capital LP as it's sole Portfolio Manager in May 2016, with assets at peak greater than one billion dollars. black-and-white Capital's investment mandate centered on innovation, including a concentration in software, internet, fintech, e-commerce and other disruptive trends. Before black-and-white Capital, Seth was a founding partner and portfolio manager at Contour Asset Management LLC, in New York. During the almost seven years of operating Contour, he led growth in assets from approximately $500mn to over $1.5bn. Seth started his career over two decades ago as an equity analyst at two mutual fund complexes: OppenheimerFunds and Morgan Stanley Investment Management. He holds a B.S. in Applied Economics and Business Management from Cornell University. Acorns is how everyday consumers save & invest for the long term. By putting tools of wealth-making in everyone's hands, Acorns has become the largest subscription service in U.S. consumer finance, serving 4.6 million everyday Americans. Customers get automated investing in diversified portfolios built with help from experts. In this episode we cover Acorn's new Bitcoin-linked ETF experience as well as investing for the long term. As we look to the future of finance and investing, the role Blockchain will play is evident. With Seth's experience in analysis, he shares some factors influencing the emerging markets.  Read Acorn's Bitcoin Manifesto here Use This Link to Try Acorns and get a $5 bonus investment Use this LINK to get $10 of free bitcoin on Coinbase and also support the show.

SMC Adam Sarhan Interviews Dave Mazza Head Of Product At Direxion 25B AUM. David leads product R&D, strategy and management for the firm. Prior to joining Direxion, he was the Head of ETF Investment Strategy at OppenheimerFunds and led the firm's ETF Investment Marketing and ETF Specialist Teams. Prior to joining OppenheimerFunds, David led product strategy, positioning, and analysis as a Managing Director and Head of ETF and Mutual Fund Research at State Street Global Advisors (SSGA). Dave is a wealth of knowledge and shares timeless lessons, mistakes, how he handles risk, and designs new products with the audience. --- Support this podcast: https://anchor.fm/smartmoneycircle/support

From his decade at Merrill Lynch, followed by a decade at OppenheimerFunds, to his current position as Chief Human Resources Officer over at Vitech Systems, Andy Doyle knows what questions he needs to be prepared to field and how best to represent his talent in the boardroom. In this episode, he fills us in on how he strikes the balance between profitability and compensation and how bonuses and salary increases are typically calculated. He shares what he learned from his move from large organizations to an ‘adolescent' company, what he found needed the most attention upon commencement, and we discuss the immense power of company culture and what needs to be put in place in order to nurture it, as well as what it means to cultivate culture in a remote world. Andy also explains what Vitech has done to actively engage with employees and shares some tips on how to propagate culture from afar. Key Points From This Episode: Introducing Andy Boyle, Chief Human Resources Officer at Vitech Systems. Who Vitech's board is comprised of. Find out how Andy prepares for board meetings with investors. How Andy strikes the balance between profitability and compensation. Insight into how bonuses and salary increases are calculated. The vital partnership between the CHRO and CFO of a company. Andy's experience of moving from large companies like OppenheimerFunds and Merrill Lynch to a smaller company like Vitech. In what area Andy felt he could be most impactful when he started working at Vitech. The factors that go into making a company a great place to work. Why it's important to build a social contract between employees and the organization. The power of a great company culture! How Andy's approach to engaging with employees has had to change due to the pandemic. The adverse effects of remote work, and how to propagate culture in a remote world. The benefits of a change of scenery amidst the remote work lifestyle.   Tweetables:   “If you don't have a great CFO, your job as CHRO is very, very difficult.” — Andy Doyle [0:07:00]   “I think that [the] social contract becomes the foundation of a strong company culture.” — Andy Doyle [0:15:19]   “I've seen the power of what great company culture can do in my career and, when you don't have that, it doesn't matter what your strategy is.” — Andy Doyle [0:15:33]   “People will care about their company when they feel their company cares about them. The leaders of the organization have to do that, not just with what they say, but with their actions.” — Andy Doyle [0:16:23]   Links Mentioned in Today's Episode:   Andy Doyle on LinkedIn Vitech Systems Talk Talent to Me Hired

Welcome to Reimagining Company Culture, a series discussing emerging trends and priorities shaping the future of workplace culture and employee wellbeing. We highlight thought leaders who are constantly evolving their strategy and can provide insight to folks about how to address new business challenges.  AllVoices is on a mission to create safe, happy, and healthy workplaces for all, and we're excited to learn from experts who share our mission.In this episode of Reimagining Company Culture, we're chatting with Crina Pupaza, Chief People Officer at Nymbus. Prior to Nymbus, Crina held leadership roles in various disciplines within HR and Internal Communications at both established organizations and start-ups, including Insider Intelligence, OppenheimerFunds, the Guggenheim Museum and SoftNgin. About AllVoicesIn today's workforce, people often don't feel empowered to speak up and voice their opinions about workplace issues, including harassment, bias, and other culture issues. This prevents company leadership from making necessary changes, and prevents people from feeling fulfilled, recognized, and included at work. At AllVoices, we want to change that by providing a completely safe, anonymous way for people to report issues directly to company leaders. This allows company leadership real transparency into what's happening in their companies—and the motivation to address issues quickly. Our goal is to help create safer, more inclusive companies.To learn more about AllVoices visit us at www.allvoices.co!

In our premier episode, Sibil Patri, CFA, shares how her strict upbringing and determination helped give her the confidence she needed to tackle the Level I CFA® exam. Learn how her journey took her from working behind the cash register at her father's convenience store to being one of the youngest VPs at American Century Investments and a leader in championing diversity, equity, and inclusion.   Sibil Sebastian Patri, CFA, is vice president, strategy and corporate development for American Century Investments. In this role, she partners with senior leaders across the organization to identify and assess strategic growth opportunities for the firm. In addition, Sibil oversees UCITS and international strategy and chairs the firm's ESG strategy committee. She is a member of American Century's Diversity, Equity, and Inclusion Committee, and is the global co-lead of Accelerate, American Century's business resource group focused on advancing women. Prior to this role, Sibil led product strategy for American Century's global and non-US equity offerings. Previously, Sibil held product management and marketing roles at Jennison Associates, OppenheimerFunds, and BlackRock. Sibil holds a bachelor's degree in finance from Pace University's Lubin School of Business and master of science in finance from Baruch College's Zicklin School of Business. Click here to see pictures of Sibil's journey to becoming a CFA charterholder. Follow Sibil on LinkedIn Have a compelling story about your journey to earning the charter? We want to hear from you! Contact us at podcast@cfainstitute.org so we can explore telling your story on a future podcast episode.  

Aniket Shah is Managing Director and Global Head of Environmental, Social and Governance (ESG) and Sustainability Research at Jefferies Group LLC. In this role, Aniket leads the integration of ESG and sustainability analysis within the global investment research department and engages with clients on this dynamic area of corporate and financial services. Prior to joining Jefferies, Aniket held senior roles in emerging market investing and financing sustainable development in both the public and private sectors, including at the UN Sustainable Development Solutions Network, OppenheimerFunds, and UBS Group AG. Aniket serves on the Board of Directors of Amnesty International and the UN SDSN. He is an Assistant Adjunct Professor at Columbia University's School of International and Public Affairs. Aniket is a member of the Economic Club of New York and the Bretton Woods Committee and is a graduate of Yale College and the University of Oxford, where he completed his Ph.D. on the financing of sustainable development. The Caring Economy made it onto FeedSpots Top 30 CSR Podcasts Don't forget to check out my book that inspired this podcast series, The Caring Economy: How to Win With Corporate Social Responsibility (CSR). --- Support this podcast: https://anchor.fm/toby-usnik/support

Digital technology implementation continues to evolve and the way we interact with social media is transforming too. With all this evolution, it is clear firms not investing time and resources into their social media creation and distribution strategy risk being left behind. Best practices for creating content and social engagement is therefore the topic of today's episode where Twink is joined by Vince Gorgan, Director of Marketing at Lord Abbett and George Owen, Founder & Director of Itch Media. Themes covered in this episode: The starting principles and expectations we should have when planning social content How the industry is evolving and embracing social Best practice for creating and sharing on social What a good creative brief looks like Convincing stakeholders of the merits of social (budgeting & resourcing).  Key considerations when creating content for social channels Introducing the participants: Vince Grogan, Lord Abbett's Director of Marketing, is a 28 year veteran of the financial services industry, with a broad range of clients under his belt across the US and Europe at firms including Merrill Lynch, Goldman Sachs and Oppenheimer Funds. Vince has extensive experience developing and successfully executing integrated marketing strategies spanning digital, content, channel and core marketing. George Owen founded ITCH in 2013, leading a team of filmmakers, animators and editors in delivering content solutions to clients across multiple sectors. Significant growth in the last few years thanks to their results-focused creative executions has seen ITCH create global campaigns for the likes of Ernst & Young, Nestle and Canon. Prior to ITCH, George worked in the wonderful world of reality TV working for the likes of Endemol and the BBC. 

Dipti Kachru is the Chief Marketing Officer of U.S. Wealth Management at JPMorgan Chase & Co. Dipti was born in India and later moved to the United States. She has been working in financial services since 2008, when she joined Oppenheimer Funds, before moving to JPMorgan Chase & Co. in 2011. In this conversation, Dipti talks about what it is like to have a great marketer for a boss. She also reflects on the challenges that come with being a marketer for financial services and wealth management. Although it is challenging, Dipti is finding success when it comes to attracting millennial investors by redefining what "wealth" means. Support our sponsor Deloitte and experience their guidance on resilience for brands in navigating the COVID-19 pandemic. Learn more at Deloitte.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ari Gabinet is a lecturer in international and public affairs at Brown University. He has spent more than 30 years in the securities law field as a trial lawyer as well as most recently general counsel of Oppenheimer Funds a $250 billion mutual fund- his expertise in the field of securities litigation is unparalleled.  Ari also plays the guitar and surfs- he is interesting and fun and a wealth of information!

In Episode 10, I talk with a serial entrepreneur, Gabriel Hammond of Emles Advisors. We talk about Gabriel's start in the business with the Energy & Power Group at Goldman Sachs and the need to create SteelPath, an investment firm that focused exclusively on energy infrastructure as well as his creation of Alerian, a leading energy infrastructure data and analytics company. Alerian created and launched the first real-time index of master limited partnerships (“MLPs”) in 2005. In 2010, SteelPath launched the first MLP mutual fund and Alerian launched the first MLP exchange traded fund. Mr. Hammond sold SteelPath and its mutual funds family to OppenheimerFunds, Inc. in 2012, but remained a portfolio manager until 2014, and he sold Alerian in 2018. In 2019, Mr. Hammond founded Emles Advisors LLC where he serves as the Chief Executive Officer. Gabriel highlights the virtues of identifying an early new asset class that has enormous return potential and placing a flag early to become the leading brand in the category. We talked about our similar paths in that regard with my creation of the Brands strategy which focuses on an important emerging asset class called "Intangible Assets" via the most relevant brands. We spend some time dissecting the global luxury goods business and the investment opportunity it offers investors through their Luxury Goods ETF, "LUXE". The Emles Luxury Goods ETF (LUXE) invests in a portfolio of global companies that offer luxury goods across accessories, alcohol, apparel, athleisure, beauty, home and vehicles. We also talk about another one of Emles's unique and incredibly timely ETF's, "AMER" the Made in America ETF. The Emles Made in America ETF (AMER) provides investors exposure to companies that potentially stand to benefit from deglobalization and increased manufacturing domestically. An allocation in AMER seeks to provide enhanced return potential through exposure to businesses with headquarters and manufacturing footprints based in the U.S. There's some clear innovation and important uniqueness in the current roster of ETF's at Emles. Lastly, we talked about an Active ETF they will be launching in a month or two and focused on a very underserved, deep value and opportunistic management style. Keep checking back for that new active ETF, I know I will. For more information on all of Emles's investment strategies: https://www.emles.com/

Hello Podcast listeners, Today is a very special episode with David Mazza, Managing Director, Head of Product at Direxion. Before this, David was Senior Vice President, Head of ETF Investment Strategy at Oppenheimer Funds. David also worked as Managing Director, Head of ETF and Mutual Fund Research at State Street. He earned his MBA from Suffolk University and his BA in Political Science and Philosophy from Boston College. In today’s episode we discuss thematic ETFs in general and specially Fallen Knives and Moonshot. Enjoy and thanks for the listen!

Ever since Devinne Bravoco was born, she has planned events with her first event at age five and then continuing on into her professional life.  Devinne started her career planning notable weeklong charity events.  She started a charity, Pray for Paris, and planned events and fundraisers to raise money for a child battling cancer.  Devinne joins Mitch to talk about real estate investing and how her and her partner Justin are building their own company, Just Divine Properties.  You can also watch their discussion on video by visiting our YouTube Channel. Devinne began her professional career at OppenheimerFunds, Inc. as an intern in corporate events.  There she worked her way up to Assistant Vice President with one direct report in a team of six and focused on conferences ranging from one day to one week long throughout the US.  She was nominated for BAM (Building Active Managers) program which acknowledged top performing individuals in the company.  Devinne was the lead manager for corporate events planned by our CEO, CIO and top Portfolio Managers. In 2018, Devinne and her fiance started a local residential redevelopment company, Just Divine Properties LLC, located in Central NJ that purchases, renovates and sells beautifully designed homes.  They work with sellers who need to get out of their current situation, buy their house in cash, close quickly and renovate the home to help improve the community.  In May 2019, Devinne left her corporate job and pursued Just Divine Properties LLC full time. Some of the most distinguished companies Devinne has worked with are: Barron's Magazine, Tribeca Film Festival, PGA, Mass Mutual, Bloomberg, Forbes, NYSE, JP Morgan, American Heart Association, PNC, United Nations, Boys and Girls Club and celebrities such as Daniel Boulud, Morimoto and Cal Ripken Jr.  Previous roles consisted of working at Walt Disney World, AT&T and The Madison Square Garden Company.  In February 2020, Devinne started her position at On Air Brands as Director of Marketing and Events.  Devinne received her BA in Communication with a minor in Human Resources from Rutgers University, in New Brunswick, NJ.  For general more information about the podcast, send an email to info@beinhakerlaw.com To follow Mitch and the podcast, go to linktr.ee/beinhakerlaw. You can subscribe and listen to episodes on Apple Podcasts, Google Podcasts, Amazon Music and most other directories. Please review us whenever possible and thanks for your continued support! Sponsorships and paid guest appearances are available. Connect with us by email or on social media. The Accidental Entrepreneur is brought to you by Beinhaker Law, a boutique business & estates legal practice in Clark, NJ. To learn about shared outside general counsel services and how to better protect your business, visit https://beinhakerlaw.com/fractional-gen-counsel/ Please support our affiliate sponsors (https://beinhakerlaw.com/podcast-affiliates/). Also be sure to visit our new podcast store (https://beinhakerlaw.com/podcast-store/) to purchase affiliate services, guest merchandise and even podcast merchandise.  Yes, we have merch! Digital Accelerant - the digital business card that generates leads. Get a custom branded digital card with information and links to all your social media, email and other information. Text LAW to 21000 to connect with us and request more details. Fetch Internet. Fetch Pro is an app that creates a secure and high-speed mobile internet connection for laptops and desktop computers. Printify - the on-demand print shop to create your own merchandise without cost or the need to house inventory. The Accidental Entrepreneur is a trademark of Mitchell C. Beinhaker. Copyright 2018-2020. All rights reserved.

In a world of perpetual uncertainty and accelerating change, holistic advice and guidance become even more valuable. In this episode, Tony Sirianni, Publisher & Owner of AdvisorHub, joins host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore new approaches to delivering value for an industry in transition. In this episode, you'll hear: Macro trends driving the business of advice How changing client demand is shaping advisor behavior Industry predictions for 2021 and beyond Tony Sirianni is the publisher and owner of AdvisorHub, a leading financial services news website. A 29-year veteran of the industry, he is the former managing partner of Sirianni Strategy Group, was president of Steward Partners Consulting Solutions, and was a founding partner of two RIA firms—Steward Partners Holdings and Washington Wealth Management, where he was also CEO. Previous to these roles, Tony held leadership positions at Morgan Stanley, Smith Barney, Legg Mason, Crestar Bank, Mass Mutual Insurance, and Oppenheimer Funds, and was a broker at Merrill Lynch. His podcast, The Tony Sirianni Podcast: An Industry in Transition, attracts leaders of the nation's largest advisor firms as guests.  Ways to Connect LinkedIn: https://www.linkedin.com/in/tsirianni/ Podcast: The Tony Sirianni Podcast: An Industry in Transition Website: AdvisorHub: https://advisorhub.com/

Jessica honed her communications skills during her tenure at Point72, where she led communications for the firm’s venture capital arm — Point72 Ventures — in addition to serving as Vice President of corporate communications of the family office. She then went on to found Bevel ( https://www.bevelpr.com/ ), a leading public relations consultancy that works with venture capital funds, tech and fintech brands. Prior to Point72, Jessica had multiple sales and marketing roles at Moody’s, which included Head of Marketing Communications and Director of Global Sales, managing a book of $12.5M. She started her career at a mid-sized PR agency in NYC at the beginning of the financial crisis in 08’. Her clients included Oppenheimer Funds, RBC, RBS, and Jefferies. Jessica has received multiple awards for her work including PR News “Rising Stars 30 under 30” and Moody’s “Rising Star Award.” She holds her MBA of Finance from Zicklin School of Business at Baruch College and is a graduate of Quinnipiac University where she studied Public Relations. She currently serves on the Board for Children’s Cancer Recovery Foundation and volunteers a significant amount of her time doing public relations for non-profits focused on pediatric cancer. Some of the Topics Covered by Jessica Schaefer in this Episode What Bevel does and the types of companies they work with Jessica's experience working with Steve Cohen at Point 72 How Jessica decided to start Bevel PR Why Jessica ended up in communications How Bevel PR became the go-to fintech communication firm Some of the things Bevel PR does to help companies like Acorns and their strategy working with other companies When a startup should consider taking on a PR firm and what Bevel PR looks for in the companies they work with How Jessica has approached growing the team at Bevel PR and why she brings on people outside of the world of PR The unique pay structure Jessica uses for her own team at Bevel PR Building an internal communications team vs. hiring a firm like Bevel PR Proactive vs. reactive communications The expectations of the clients Bevel PR works with Working on a project with Dwayne "The Rock" Johnson and Acorns How Jessica looks at PR for Bevel PR, why she created a team internally, and what this team consists of COVID-19 and how Jessica has navigated the situation for Bevel PR The most challenging part of being in the public relations industry working with intense founders How Jessica recharges outside of work Jessica's advice for other founders Sign up for The Weekly Grind, for actionable insights and stories from successful entrepreneurs delivered to your inbox once per week: https://www.justgogrind.com/newsletter/ Listen to all episodes of the Just Go Grind Podcast: https://www.justgogrind.com/podcast/ Follow Justin Gordon on Twitter: https://twitter.com/justingordon212 Follow Justin Gordon on Instagram: https://www.instagram.com/justingordon8/

The US asset management industry is the largest in the world with assets under management totalling over $50 trillion, double the size of Europe’s assets of between $26 - $30 trillion. With products so similar but audiences so different, each market requires a different approach and strategy.In this week’s episode Twink is joined by Cynthia Holahan, Marketing Director of North America at Ninety One, and Gabriel Altbach, Head of North America at White Marble Marketing, to discuss the essentials of the US asset management industry and managing the need for localised campaigns for successful cross Atlantic marketing. Themes covered in this podcast: - The major differences between the European and US markets - Industry localisation beyond semantics- The prominence of digital marketing as a visible strategic function for US asset managers- Trends and challenges for US asset managers - The slow progression of ESG in the US asset management industry Cynthia Holahan is a financial services marketing and communications professional with more than 17 years’ industry experience. Prior to joining Ninety One, Cynthia held roles as Vice President, of OppenheimerFunds and Goldman Sachs where she was responsible for brand, digital and content strategy, innovative cross-channel marketing techniques and corporate strategy.Gabriel Altbach is a well-recognised expert with over 21 years’ experience in the global asset management industry working predominantly in the US, with additional stints based in Italy and the UK. His experience spans a wide range of roles, from his start as a Financial Advisor at UBS (then PaineWebber), to serving as Global Head of Strategy and Marketing for Pioneer Global Asset Management and Amundi Asset Management.

Deanna spent 25 years climbing and achieving many successes as she thoughtfully navigated the ever changing landscape of Wall Street. In her previous roles as Vice President of Sales, Territory and Relationship Management, she has raised over 5 billion dollars collectively for top Asset Management Firms such as Fidelity and Oppenheimer Funds solidifying skills she confidently carries and is paying forward today. Deanna has mastered what matters most for the right strengthening experience. She strengthens countless individuals, teams and cultures with her needs based customized solutions such as, but not limited to, Onboarding for better employee engagement, Team and Culture Strengthening, Emerging Executive Training, Communication and Public Speaking Workshops, etc.  As the founder of Perspicacity, Deanna’s professional purpose is to elevate successes. At Perspicacity, the people always come first! She has taken classes from the most complex mathematics at Wharton Business School to the most effective executive communication and public speaking courses since the late 90's. Deanna is an Author, Certified Investment Management Analyst, Gallup Certified Strengths Coach, Certified DISC & Motivators Coach, a Certified Public Speaker, a Culture Strengthening Specialist paying it all forward to those who desire to be better. The Life Strengthening Book... one lesson at a time is an actively engaging book helping others grow and be inspired to live a life of positive intention with action. Most books just want to tell you how to live your life, whereas this book guides you with purpose. There are 47 lessons the reader digests and then strengthens themselves with well thought out adventures to strengthen the reader one lesson at a time. The reader is building, creating, crafting their own life portfolio and becomes their own necessary change agent. The vulnerability this book allows the reader to experience is life changing. .fusion-fullwidth.fusion-builder-row-1 a:not(.fusion-button):not(.fusion-builder-module-control):not(.fusion-social-network-icon):not(.fb-icon-element):not(.fusion-countdown-link):not(.fusion-rollover-link):not(.fusion-rollover-gallery):not(.fusion-button-bar):not(.add_to_cart_button):not(.show_details_button):not(.product_type_external):not(.fusion-quick-view):not(.fusion-rollover-title-link):not(.fusion-breadcrumb-link) , .fusion-fullwidth.fusion-builder-row-1 a:not(.fusion-button):not(.fusion-builder-module-control):not(.fusion-social-network-icon):not(.fb-icon-element):not(.fusion-countdown-link):not(.fusion-rollover-link):not(.fusion-rollover-gallery):not(.fusion-button-bar):not(.add_to_cart_button):not(.show_details_button):not(.product_type_external):not(.fusion-quick-view):not(.fusion-rollover-title-link):not(.fusion-breadcrumb-link):before, .fusion-fullwidth.fusion-builder-row-1 a:not(.fusion-button):not(.fusion-builder-module-control):not(.fusion-social-network-icon):not(.fb-icon-element):not(.fusion-countdown-link):not(.fusion-rollover-link):not(.fusion-rollover-gallery):not(.fusion-button-bar):not(.add_to_cart_button):not(.show_details_button):not(.product_type_external):not(.fusion-quick-view):not(.fusion-rollover-title-link):not(.fusion-breadcrumb-link):after {color: #0b5a9b;}.fusion-fullwidth.fusion-builder-row-1 a:not(.fusion-button):not(.fusion-builder-module-control):not(.fusion-social-network-icon):not(.fb-icon-element):not(.fusion-countdown-link):not(.fusion-rollover-link):not(.fusion-rollover-gallery):not(.fusion-button-bar):not(.add_to_cart_button):not(.show_details_button):not(.product_type_external):not(.fusion-quick-view):not(.fusion-rollover-title-link):not(.fusion-breadcrumb-link):hover, .fusion-fullwidth.fusion-builder-row-1 a:not(.fusion-button):not(.fusion-builder-module-control):not(.fusion-social-network-icon):not(.fb-icon-element):not(.fusion-countdown-link):not(.fusion-rollover-link):not(.fusion-rollover-gallery):not(.fusion-button-bar):not(.add_to_cart_button):not(.

Our guest today is Marty Flanagan, the CEO of Invesco, a $1.1T asset manager.  He joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of increasing responsibility at Franklin — co-president, chief operating officer, chief financial officer and senior vice president from 1993 - 2003. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. He is a CFA charterholder and a certified public accountant. Mr. Flanagan earned a B.A. and B.B.A. from Southern Methodist University (SMU).   In this episode, Marty discusses the importance of continuing education and why he pursued the CFA designation, the future of the asset management industry, Invesco's recent acquisition of OppenheimerFunds, and lessons he learned from his mentor John Templeton. Follow the CFA Society of Orlando on Twitter at @CFAOrlandoFL

The ongoing global health crisis means that many of us are working from home. Our personal and professional roles (that used to be so separate and clearly defined) have begun to blend in this time of what Kareen Walsh calls work-life integration. What practical things can we do set up processes for working remotely? How can we stay connected and keep our vibe high during this period of isolation? And what can we do to find a little certainty, even in such an uncertain time? Kareen is the Growth Strategist and Business Coach behind Revampologist, a consulting firm that works with executives and entrepreneurs on how to define a clear vision and achieve their goals with ease. She has worked in a range of industries, and her client roster includes BlackRock, Illuminent and Oppenheimer Funds. Kareen is also the host of Your Badass Journey, a podcast focused on helping you integrate what you love with what you do—daily! On this episode of Destined to Be, Kareen joins us to share her expertise in working in remote environments, offering advice on setting up a designated space and time for work in your home. She explains why it’s crucial to give yourself 30 minutes to recharge every day during this period of isolation, challenging us to use this time to cultivate an appreciation for the life we have. Listen in for Kareen’s NOT TODAY practice for flipping fear on its head and learn how to leverage your resourcefulness in this uncertain time. Key Takeaways Kareen’s background + experience working in remote environments Why it’s crucial to designate separate space and time for work and learning at home Kareen’s insight on creating a screen-free recharging station to clear your mind How to lean into certainty in uncertain times to become resourceful + strategic Why Kareen is choosing to lean into resourcefulness and generosity in her business How we can use this time to cultivate an appreciation for the life we have Kareen’s NOT TODAY practice of flipping fear on its head Kareen’s advice on taking a deep breath to pause before we react to triggers Connect with Kareen Kareen’s Website Kareen on Instagram Kareen on LinkedIn Your Badass Journey Connect with Jeremiah & Mallory Destined to Be Jeremiah on LinkedIn Jeremiah on Facebook Jeremiah on Instagram Mallory on Instagram REVOLUTION WELLNESS Facebook Group Resources Kareen’s 30-Minute Acute Care Call Kareen’s Work from Home Framework Kareen’s High-Vibe Tribe Challenge Being Peace by Thich Nhat Hanh Side Hustle: From Idea to Income in 27 Days by Chris Guillebeau

Today’s guest is one we’ve been excited about for a long time. Bob Doll is a leader in the faith-driven investing movement from his work at Oppenheimer Funds, Merrill Lynch, BlackRock, and now, Nuveen. You may have seen him on one of his frequent appearances on CNBC, and we were honored to have Bob join us last summer for the Faith Driven Investing gathering in Utah. The work he’s been doing for the best few decades has been instrumental in shaping the conversation this website is stewarding.We owe a lot to Bob Doll and we’re excited to share the hard-earned wisdom his experience has yielded. As always, thanks for listening.Useful Links:Bob Doll’s 10 Predictions for 2020Bob Doll on Faith and FinancesMaintaining a Christ-Like Attitude with Bob Doll

Loretta McCarthy is a managing partner at Golden Seeds LLC, an investment consortium that invests in early-stage women-led businesses. Currently, Golden Seeds is one of the biggest and most active angel investment networks in the US. Loretta Managed the National Golden Seeds Network. She has also previously worked with companies on Wall Street such as American Express and OppenheimerFunds, and has served as a board member of many nonprofit and for-profit organizations. In this episode… Are you thinking of reaching out to an angel investor? Do you know what you need to present and how you’re supposed to present it in a pitch? Are you even asking the right things to get the right results for your business? Loretta McCarthy is a managing partner at Golden Seeds LLC, an investment consortium that invests in early-stage women-led businesses. She matches founders with potential angel investors and helps them navigate through the tedious process of presenting their work to the right people under the right category. On this episode where Stephanie Sims is joined by Loretta McCarthy in discussing the importance of asking compelling questions that can lead to positive results for your business and, right ways to present your pitch and making follow-ups. It’s an incredibly informative discussion on making your asks and getting results so tune in.

Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in technology has enormous benefits. Michael Corbat, Citigroup CEO, says the consumer remains the backbone of the U.S. Economy. Martin Flanagan, Invesco CEO, expects clients to return once the firm has fully absorbed OppenheimerFunds. Roberto Azevedo, World Trade Organization Director General says it is good to see U.S.-China tensions contained by the Phase-One trade deal. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in technology has enormous benefits. Michael Corbat, Citigroup CEO, says the consumer remains the backbone of the U.S. Economy. Martin Flanagan, Invesco CEO, expects clients to return once the firm has fully absorbed OppenheimerFunds. Roberto Azevedo, World Trade Organization Director General says it is good to see U.S.-China tensions contained by the Phase-One trade deal.

In May of this year, Invesco completed its acquisition of OppenheimerFunds, bringing its AUM to $1.2 trillion and making it the sixth largest U.S. retail asset manager. In April of 2018, Invesco completed its ETF business Guggenheim partners. Those deals come at a time when many investors were deserting actively managed funds, in favor of passive, index-tracking strategies.

Bob Doll is a senior portfolio manager and chief equity strategist at Nuveen Asset Management. Bob manages seven portfolios, including large caps and alternatives. He is a highly-respected authority on the equities markets among investors, advisors and the media. As the author of widely-followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.Bob began working in the financial industry in 1980. Prior to joining Nuveen Asset Management, he held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers and chief investment officer of Oppenheimer Funds, Inc.Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets. He has also been quoted in major business publications such as The Wall Street Journal, Barron’s and Financial Times.Bob earned a B.S. in accounting and a B.A. in economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation from the CFA Institute.

Diane Johnston is a Vice President and Financial Advisor at Bernstein Private Wealth Management in the New York office. Diane’s focus is offering institutional-quality wealth management to entrepreneurs, families, and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Before joining the firm in 2018, she was a director and senior investment leader at Willis Towers Watson, a global consulting firm. Prior to consulting, Diane was a director at WHV Investments, a VP at OppenheimerFunds, and a director at Fidelity Management & Research. Her 20-plus year career in capital markets also included roles in investment banking, trading and private offerings. Diane holds a BA in economics from Sewanee: The University of the South, and an Executive Certificate in business administration from the Mendoza College of Business at the University of Notre Dame. Diane is also a board member of UNITAS, an international humanitarian organization united to fight against human trafficking, and a member of The Knickerbocker Chapter of the National Society of the Daughters of the American Revolution. She is an active member of Save the Sound to support healthier and cleaner water in the Long Island Sound and metro New York Region. Diane and her family live in Port Washington, NY, and she enjoys her dogs, the water, running and her rose garden. Patreon: https://www.patreon.com/brutallyhonestpodcast Website: https://www.brutallyhonestpodcast.com/ Instagram & Facebook @brutallyhonestpodcast Produced by: https://www.baronmediagroup.com/

On the first day of interviews from the Morningstar Investment Conference, Chuck covered a wide range of subjects with five different experts, highlighted by Brian Levitt of OppenheimerFunds, who was bullish on the domestic and emerging markets, but realistic about the upcoming election year posing potential problems. Still, he noted that investors should not be swayed by election-related news, as 'Hating the government is not an investment strategy.' Also on the show, Tom Lydon of ETFTrends doing a live variation on his ETF of the Week, Mary Ellen Stanek of Baird Funds, Rich Woodworth of PGIM Investments, and Kristen Mierzwa of FTSERussell.

Chuck celebrates the 7th anniversary of Money Life by talking with a new guest, Leigh Goehring of Goehring and Rozencwajg Associates, who says the commodities market is at the very bottom of the cycle, talking markets with return guest Talley Leger of OppenheimerFunds, who makes a case for investing in emerging markets, and for believing that the Federal Reserve is done raising rates for this year, and with Maura Cassidy of Fidelity Investments discussing the disconnect between how many Americans are confident about their current financial health compared to the number of people who are confident about their retirement future.

Krishna Memani, chief investment officer at OppenheimerFunds, said that the global economy and global growth are softening, but the policy framework is holding strong, allowing the markets to move forward and stay positive for the long-term. Memani said he believes the Fed is done with rate hikes for the year, and noted that the recent rally may have been overdone, meaning that stocks could tread water for awhile before continuing to climb. Also on the show, Michael Sheldon and Peter Lang of HighTower Advisors discuss their concerns for the rest of the year, Terry Jones of Investors' Business Daily discusses the bounce-back in optimism among investors, and value manager Jeff Auxier of the Auxier Focus Fund has the Market Call.

Listen to discussions about the overview of the 2018 Canadian and US ETF market, the importance of active management for fixed income, the role of ETFs in the current market environment, key differences in the way advisors use ETFs in Canada and the US, the effects of regulations in the US regarding launching active ETFs, pros and cons of the race to zero fees, competition in the ETF space, and thematic ETFs. • Tom Psarofagis & Cam Gill • Tom Psarofagis is an ETF analyst for Bloomberg Intelligence. Prior to joining Bloomberg, he held roles in ETF groups at both Oppenheimer Funds and IndexIQ. Previously, Tom was in Product Development at Nasdaq where he worked on creating innovative indexes for ETF sponsors. Tom attended the University of Connecticut where he earned his Bachelor’s degree in Finance. Tom is a Chartered Market Technician and a member of the Market Technicians Association. Cam Gill currently leads CIBC’s ETF Execution and Retail Block trading businesses and is responsible for institutional sales, market-making and risk management across all ETF asset classes. Cam and his team actively advise ETF manufacturers and play an integral role in the launch of new ETF products. Learn about Evolve ETFs: https://evolveetfs.com/

Investing in debt is possibly the most challenging it's been in almost ten years. Krishna Memani, CIO and Head of Fixed Income at Oppenheimer Funds, and Oliver Smith, Portfolio Manager at IG, investigate the opportunities available in an environment where the general direction of rates is upward as central banks tighten their fiscal policies. See acast.com/privacy for privacy and opt-out information.

Charlie Stein, Bloomberg News U.S. Investing Reporter, discusses Invesco betting $5.7 billion that active management has a bright future after agreeing to pay that amount in a deal with Massachusetts Mutual Life Insurance Co. to acquire its OppenheimerFunds. Peter Coy, Bloomberg Businessweek Economics Editor, talks about his story in Businessweek Magazine on investors starting to take notice of rising interest rates. Sal Khan, Founder of Khan Academy, explains how mastery learning can bridge the opportunity gap. Vladimir Kara-Murza, Vice Chair at Open Russia, discusses life in Russia under the Putin regime and the disappearance of dissident journalist Jamal Khashoggi. And we Drive to the Close of the market with Doug Ciocca, CEO at Kavar Capital.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan 

Danielle DiMartino Booth, CEO and Director of Intelligence at Quill Intelligence, and a Bloomberg Opinion columnist, discusses red flags in the economy. Dr. Ellen Wald, President of Transversal Consulting and author of "Saudi, Inc.," discusses US-Saudi relations, and impact to oil markets and MBS’ tech investments. Peggy Collins, U.S. Investing team leader, on Invesco buying Oppenheimer Funds. Steve Englander, Global Head of G10 FX Research and North America Strategy for Standard Chartered Bank, and a Bloomberg Opinion columnist, on the U.S. Treasury’s foreign-exchange policy report to Congress.

Charlie Stein, Bloomberg News U.S. Investing Reporter, discusses Invesco betting $5.7 billion that active management has a bright future after agreeing to pay that amount in a deal with Massachusetts Mutual Life Insurance Co. to acquire its OppenheimerFunds. Peter Coy, Bloomberg Businessweek Economics Editor, talks about his story in Businessweek Magazine on investors starting to take notice of rising interest rates. Sal Khan, Founder of Khan Academy, explains how mastery learning can bridge the opportunity gap. Vladimir Kara-Murza, Vice Chair at Open Russia, discusses life in Russia under the Putin regime and the disappearance of dissident journalist Jamal Khashoggi. And we Drive to the Close of the market with Doug Ciocca, CEO at Kavar Capital.  Hosts: Carol Massar and Jason Kelly. Producer: Paul Brennan  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Given the changing market conditions, investors should consider alternative ways to get the most out of their equity exposures. In this webcast podcast edition, OppenheimerFunds and ETF Trends delve into the equity market and look to value plays through revenue weighted indexing as a way to help advisors enhance a portfolio and capture U.S. market opportunities.

Mike Hess is the Founder and Executive Director of the Blind Institute of Technology. The Blind Institute of Technology is a team of staff, volunteers and board members passionate about addressing an attitude shift for blind professionals and educating companies on how to hire and cultivate success for the visually impaired. As the token blind guy in private Fortune 500 companies, Mike experienced just what it takes to build organizations through people, processes, and tools. Mike managed multimillion dollar projects throughout his career, and states it is because of his blindness, not despite his blindness, that he became a 6-figure engineer. Even though Mike had great success in his corporate career, he always had the notion of serving the greater good and following his calling. In 2013 Mike left Level3 Communications (Now CentryLink) to launch the Blind Institute of Technology. After 4 years of challenges and successes, he has created partnerships with Davita, Uber, OppenheimerFunds and many other organizations to meet the goals of BIT. Along the way, because of key partnerships and wins, the Denver Post, Denver Business Journal, and CBS News 4, have all done significant stories on Blind Institute of Technology. Links to things we talk about: Mike Hess on LinkedIn Blind Institute of Technology 2018 Accessible Technology Symposium IF YOU LIKE WHAT YOU HEAR, PLEASE: Subscribe to our list Connect with us on twitter Email us and tell us what you think!

Bob Doll is a senior portfolio manager and chief equity strategist at Nuveen Asset Management. Bob manages seven portfolios, including large caps and alternatives. He is a highly-respected authority on the equities markets among investors, advisors and the media. As the author of widely-followed weekly commentaries and annual market predictions, Bob provides ongoing, timely market perspectives.Bob began working in the financial industry in 1980. Prior to joining Nuveen Asset Management, he held similar roles at other large asset management firms, including serving as chief equity strategist at Blackrock, president and chief investment officer of Merrill Lynch Investment Managers and chief investment officer of Oppenheimer Funds, Inc.Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets. He has also been quoted in major business publications such as The Wall Street Journal, Barron’s and Financial Times.Bob earned a B.S. in accounting and a B.A. in economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation from the CFA Institute.

Nobel Laureate Edmund Phelps says it would be good to try out higher interest rates and that reopening coal mines in the U.S. wouldn't send a good signal to the rest of the world. Prior to that, Jens Nordvig, CEO of Exante Data, says if U.S. tax reform doesn't happen in the coming months, the dollar may drift weaker. Finally, Krishna Memani, Oppenheimerfunds' chief investment officer, says the core of the Fed under Jay Powell won't be dramatically different than under Janet Yellen.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

In our fast-paced world and ever evolving global financial markets, keeping your 401(k) investment menu consistent with the times can be challenging.  As the conversation swings to investments with a focus outside the US, the conversation can get complex and downright confusing!  With that in mind, Mike Quinn, Senior Client Portfolio Manager at OppenheimerFunds joins me this week to discuss the current state of the global markets, some pros and cons of international investing and his thoughts on whether workplace retirement plans here in the US have developed a home country bias over the years.  Additionally, we tackle what a global vs. international fund is, some basics on on currency hedging and its potential impact on mutual fund returns and whether the reputation international investing has been tagged with as “high risk” is deserved!   Guest Bio Mike Quinn serves as Senior Client Portfolio Manager for the Global Equity Team for OppenheimerFunds. In this capacity, Mike is responsible for articulating the investment philosophy, process, strategy and performance of the team. Mike has worked with the Global Equity team since 2004 in a variety of public facing roles, including as investment strategist and product director. He began his career at Van Kampen Investments in Chicago (now Invesco) in 1992. There, he worked in a variety of roles in investment-focused marketing and sales. Mike earned his B.S. from the University of Dayton.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over seventy prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

A few months ago I was thrilled when the lovely woman I was chatting with at an industry event introduced herself as Loretta McCarthy managing partner, Golden Seeds. I knew about Golden Seeds, which was the first angel-seed network that exclusively supports women-lead companies, founded 12 years ago in 2005.  McCarthy, former executive VP and CMO at Oppenheimer Funds, and VP of Marketing at American Express, knew first-hand how sexist the corporate world was, and saw this play out in startup world.  While half of businesses in the United States were started by women, just 17 percent of startups that get funding are led by a woman, and Bloomberg found that just 7 percent of companies that received $20 million or more in funding between 2009 and 2015 were owned by women. Companies founded by women also get an average of $77 million compared with $100 million for male-led startups. The startup paygap is real.  Golden Seeds is changing that. In its 12 years, the organization has grown to 300 investors who have invested $96 million in 90 female-led companies.  In this interview, Loretta McCarthy explains why this investment gender gap exists, why men are as big of champions as women when it comes to sinking their own investment dollars in female-led organizations, and what you can do to close this investment gap! 

Live from Pershing's INSITE 2017 conference at the Manchester Grand Hyatt in San Diego. Doug Parker, American Airlines chairman and CEO, talks about the outlook for the airline industry, privatizing air traffic control and the impact of the travel ban. David Mazza, the head of beta solutions investment marketing and ETF specialists at Oppenheimer Funds, discusses smart beta and multi-factor strategies and how they will affect the industry in the future. Finally, Marvin Loh, a senior global market strategist at BNY Melon, talks about the debate over whether interest rates are heading up or down.

Former EPA administrator Christine Todd Whitman says dropping out of the accord could undercut America's position in the world. Prior to that, Brian Levitt, OppenheimerFunds' senior investment strategist, says stocks are still cheap. Andrew Balls, PIMCO's CIO of global fixed income, says higher rates will come in the U.K. Finally, Steven Cohen, executive director of Columbia University's Earth Institute, says greenhouse gasses will decline no matter what Trump decides on the Paris Agreement. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, a senior strategist at OppenheimerFunds, says there's going to be a pause in markets as we deal with the reality of politics. Peter Tague, Citigroup's co-head of global M&A, says it's tougher for private equity to make money now. Finally, UBS Securities' Julian Emanuel says a lot of pockets in the market are at historically high valuations. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Brian Levitt, a senior strategist at OppenheimerFunds, says there's going to be a pause in markets as we deal with the reality of politics. Peter Tague, Citigroup's co-head of global M&A, says it's tougher for private equity to make money now. Finally, UBS Securities' Julian Emanuel says a lot of pockets in the market are at historically high valuations.

Chris welcomes Ryan Hill, Financial Investment Advisor from Asset Management Resources, LLC on to the show! They discuss a variety of topics, including The Oscars!  Other topics include, tax issues, IRA reminders, and market issues.  They also take a dip into the mailbag! They discuss the question, "Should I pay off my mortgage?" one of the most commonly asked questions. Should you take money for your investments to pay it off. Ryan talks about asset allocation and Chris discusses the Oppenheimer Funds 2017 Outlook"Guide to Asset Allocation."

Liam Denning, a Bloomberg Gadfly energy columnist, says most of Tesla's value lies in what people expect the company to be doing five or 10 years from now. Krishna Memani, chief investment officer at Oppenheimer Funds, discusses long bonds, growth, reflation and leveraged loans. Craig Johnson, president of Customer Growth Partners, says department stores make up 1.6 percent of the retail market, down from 10 percent a generation ago. Finally, Bloomberg's Saleha Mohsin discusses U.S. Treasury Secretary Steve Mnuchin's comments on the yuan, NAFTA and the long bond.

Former Richmond Fed President Al Broaddus says there are several pieces of legislation in Congress that would impinge on the Fed's independence. Prior to that, Brian Levitt, Oppenheimer Funds' senior investment strategist, says investors have fought kicking and screaming for the entire bull market. Craig Moffett, MoffettNathanson's senior research analyst, says the big three mobile carriers aren't a "triopoly." Finally, Jordan Rochester, a strategist at Nomura Forex, says he's short USD-JPY and sees a weaker dollar compared to the yen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to that, Carl Weinberg, High Frequency Economics' chief economist, says Italian banks are in trouble, no matter the outcome of the Italian referendum. Finally, Ira Jersey, a fixed-income strategist at OppenheimerFunds, says we'll see an uptick in yields for a few years and his colleague, Brian Levitt, says markets are starting to price in optimism.

Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein Global Wealth Management, says bond investors should shorten duration as long-duration debt faces price risk with rising interest rates. Ira Jersey, senior portfolio manager at OppenheimerFunds, says he is overweight on emerging markets and bullish on Brazil. Ken Sena, managing director at Evercore ISI, comments on Twitter's earnings and the AT&T and Time Warner merger. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein Global Wealth Management, says bond investors should shorten duration as long-duration debt faces price risk with rising interest rates. Ira Jersey, senior portfolio manager at OppenheimerFunds, says he is overweight on emerging markets and bullish on Brazil. Ken Sena, managing director at Evercore ISI, comments on Twitter's earnings and the AT&T and Time Warner merger.

Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are producing is less valuable and that's why wages are falling. Alessio de Longis, portfolio manager at OppenheimerFunds, says he expects a modest bounce in emerging market growth. Stan Collender, executive vice president of Qorvis MSLGROUP, says the uncertainty coming out of Washington means there will be more talk of a government shutdown. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are producing is less valuable and that's why wages are falling. Alessio de Longis, portfolio manager at OppenheimerFunds, says he expects a modest bounce in emerging market growth. Stan Collender, executive vice president of Qorvis MSLGROUP, says the uncertainty coming out of Washington means there will be more talk of a government shutdown.

Did the Fed blow it? Stanford University economist John Taylor says Federal Reserve policymakers erred by failing raise interest rates so far this year and the policy is “confusing people.” Also, Peter Hooper, chief economist at Deutsche Bank, says a stronger dollar will slow the pace of Fed hikes. And finally, Ira Jersey, a senior client portfolio manager at OppenheimerFunds, says a flatter yield curve this time around isn't a recession indicator. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Did the Fed blow it? Stanford University economist John Taylor says Federal Reserve policymakers erred by failing raise interest rates so far this year and the policy is “confusing people.” Also, Peter Hooper, chief economist at Deutsche Bank, says a stronger dollar will slow the pace of Fed hikes. And finally, Ira Jersey, a senior client portfolio manager at OppenheimerFunds, says a flatter yield curve this time around isn't a recession indicator.

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss profit margins with OppenheimerFunds' Brian Levitt; the Fed with Bank of America Merrill Lynch's Michelle Meyer; election polls with Gallup's Frank Newport; and fed rates with MKM Holding's Michael Darda. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss oil with Wood Mackenzie's Skip York; the Fed with OppenheimerFunds' Ira Jersey; and the military and politics with Fletcher School's James Stavridis. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox. GUEST: Ira Jersey, Fixed Income Strategist & Client Portfolio Manager at OppenheimerFunds, on post-Brexit opportunities in fixed income.

OppenheimerFunds' Ira Jersey sits down to discuss Brexit, the pound and dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Jason Parker interviews Dr. Jerry A. Webman regarding his new book Money Shift - how to prosper from what you can't control.Dr. Jerry A. Webman is OppenheimerFunds' Chief Economist.  In this capacity, Dr. Webman provides strategic viewpoints on the financial and economic markets to investment management, financial advisors, and investors.  Previously, he served as director of fixed income, overseeing portfolio managers, analysts, and traders.Dr. Webman has been involved an investment in economic markets for almost 30 years. Prior to joining Oppenheimerfunds in 1996, he was managing director and chief investment strategist at Prudential Mutual Funds. Dr. Webman began his finance career at Merrill Lynch Capital Markets. Previously, he was an assistant professor of politics and public affairs at the Woodrow Wilson School of Public and International Affairs at Princeton University.Dr. Webman is a frequent guest on Bloomberg, Fox Business, and CNBC. He holds a BA in political science, with honors, from the University of Chicago, where he graduated Phi Beta Kappa, and a PhD in political science from Yale University. He is also a CFA charter holder.

Past president and CEO of OFI Investments, Inc., a subsidiary of Oppenheimer Funds, Donna Winn '76 talks about perseverance in the face of adversity. She was a member of the first co-ed class to graduate Holy Cross, she became a pioneer in the male-dominated finance industry, she survived the 9-11 attacks on the World Trade Center, and she is battling ovarian cancer. Winn is a member of the Holy Cross Board of Trustees.