Podcasts about pensions investments

In this episode, the discussion centered around the complexities and dynamics of family offices. Topics covered included the growing number of single-family offices, especially in North America, the typical asset size that justifies establishing a family office, and the transition to multifamily offices to manage costs and expand services. The conversation touched on investment management within family offices, the mystique and challenges of maintaining privacy, and the psychological factors, including family dynamics and governance. We also highlighted trends such as technological advancements, charitable involvement, and interest in unique investments like art and collectibles. Furthermore, the discussion emphasized the importance of journalism's role in bringing transparency and information to this evolving sector, with insights into Mike Thrasher's new company, Modus, which focuses on family office content. Mike Thrasher is Founder & Editor of Modus News, a newsletter for family-office professionals. His background includes two stints at Institutional Investor, time with Pensions & Investments as a Senior Reporter, as well as time at WealthManagmeent.com. Our host today are Steve Curley, CFA (Co-Managing Principal, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust). Please enjoy the episode. Follow us on Twitter & LinkedIn.

Join Chief Executive Daniel Harrison for a look back at an eventful month, including a review of investments, our view on the economy and an update on our charitable fundraising. The panel also cover our extended opening hours, our revolutionary Annual Suitability Review process and the factors contributing to positive Portfolio performance.

This week's Do More With Your Money show is a Q&A special as our panel address pressing questions from our clients, including discussing investments, pensions, inflation and more. 

In episode 3 of the Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton. Jenny and I chat about opportunities in the wealth management channel, the need for advisor education, and why she is committed to growing Franklin Templeton's alternatives business.  In a career spanning 35 years, Jenny has been a key driver of the company's transformation to what is now one of the largest global investment managers with over U.S. $1.4 trillion in assets under management. During the course of her career, Jenny has held leadership roles in all major divisions of the asset management business, including investment management, distribution, technology, operations and wealth management. She has led the evolution of Franklin Templeton since becoming CEO in February 2020, and has further diversified the company's investment capabilities and client solutions through key strategic acquisitions and investments. Jenny has received many recognitions, including being named to Forbes' "World's 100 Most Powerful Women" and "50 Over 50" lists in 2022. She has been named to the 2023 Barron's list of the "100 Most Influential Women in US Finance," marking the fourth consecutive year she has been honored. She was also named to Pensions & Investments' inaugural class of "Influential Women in Institutional Investing" in 2023. Jenny serves on a variety of boards, including the International Advisory Panel of the Monetary Authority of Singapore, the New York Stock Exchange (NYSE) Board Advisory Council and, in 2023, was appointed to the US-Brazil CEO Forum. Additionally, Jenny is a board member of the Memorial Sloan Kettering Cancer Foundation, Thermo Fisher Scientific and Catalyst. Previously, she has served on several other boards, including Stanford's Lucille Packard Children's Hospital and the San Francisco Giants. Jenny earned her B.A. in economics from the University of California at Davis. Jenny Johnson | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Our 'Ask The Expert' joining Pat this morning on the show was Bernard Walsh, Head of Pensions & Investments, Bank of Ireland Investment Markets. Bernard gave advice on investing and pensions.

As an entrepreneur and business owner, I am often asked to invest in a product or service for a stake in the company. It's hard to decipher what may be a good investment or a bad one. Everyone is always looking for the next best thing to be a part of so how do investors find opportunities that will suit them well? And in turn, how can private business owners increase their valuations and grow their businesses? What are the key investment strategies for business owners today? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Brett Hickey, Founder and CEO of Star Mountain Capital– a multi-billion dollar specialized private investment firm, making loans, private equity investments, and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Brett sheds light on what investment strategies business owners need to know and understand. He also tells listeners more about his unique background, his firm, and the services they provide. About Brett Hickey Brett has over 20 years of private investing and investment banking experience. He has completed over 125 private equity, private credit, and secondary fund investments. He is the Founder & CEO of Star Mountain Capital, LLC, a multi-billion dollar specialized private investment firm, making loans, private equity investments, and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market. Driven by culture and stakeholder alignment, Star Mountain has been recognized as one of the Best Places to Work by Crain's and Pensions & Investments in both 2020 and 2019. Previously worked as an Investment Banker at Citigroup Global Markets in New York City (formerly known as Salomon Smith Barney) where he completed over $24 billion in transactions for financial institutions. Graduated with Distinction from McGill University in Montreal, Canada with a Bachelor of Commerce degree in Finance and Accounting. An alumnus of Harvard Business School's Owner, President / Manager executive training and management program. Board positions include Harvard Alumni Entrepreneurs, Help for Children, YMCA of Greenwich, and Star Mountain Charitable Foundation, focused on job creation (including for veterans, women, and athletes), economic development, and health & wellness. Member of YPO and former Canadian national gold medalist in speed skating. Contact Star Mountain Capital Star Mountain Capital is a $2 billion AUM specialized private investment firm focused on investing exclusively within the U.S. lower middle-market through two complementary investment strategies: (i) direct debt and equity investing and (ii) secondaries (acquiring LP interests and direct assets). For more information about Star Mountain Capital visit www.starmountaincapital.com.

Andrien Meyers is a Councilman in the City of London Corporation as well as a Head of Pensions Investments at the London Borough of Sutton and Royal Borough of Kingston upon Thames.  He is a Non Executive Director of Resonance Limited as well as a strategic business advisor to bfinance. Our conversation starts with his upbringing in India, and moves through his move to the UK, his early career in accounting and how he was attracted in to the investment area.  We talk about what it means to be a steward of capital in the public fund area. We talk through his investment beliefs, such as what responsible investing means to him, his conviction in asset management and the importance of accurate measurement and reporting. Passionate about financial literacy, Andrien describes the after school program that he has helped create that focuses on "fusion skills" such as Resume Writing, Interview skills and Presentation Skils. We move then to speak about his work on the Anti-Racism Taskforce for the City of London, of which Andrien is a member and discuss how delicate and sometimes nuanced actions take have to be, especially in a place as laced with history and tradition as the City of London.  This podcast is brought to you with the kind support of Pluscios Capital, a women-owned, WBENC certified investment management firm based in Evanston, IL. With over 60+ years of combined investment management experience, co-founders Constance Teska and Kelly Chesney are committed to the development of bespoke investment solutions on behalf of institutions and intermediaries. In addition to broadly diversified core and catalyst solutions, Pluscios provides hands on product development support and custom solutions with a focus on diversity-led and emerging managers.

Our guest this week is Eduardo Repetto. Eduardo is chief investment officer of Avantis Investors, where he is responsible for overseeing the research, design, and implementation of the firm's investment strategies. Prior to forming of Avantis in 2019, Eduardo was co-CEO, co-CIO, and a director at Dimensional Fund Advisors. Eduardo earned a Ph.D. in aeronautics from the California Institute of Technology, and an MSc degree in engineering from Brown University.BackgroundBio“American Century Launches Systematic Active Manager Avantis Investors,” by Christine Williamson, Pensions & Investments, June 26, 2019. Hal HershfieldSuzanne ShuMeir StatmanMarkets and Factors "'Is a Hot Dog a Sandwich?' Ex-DFA Chief Weighs Factor Funds and Starting Anew,” by Alex Steger, citywireusa.com, July 30, 2019.“The Joint Distribution of Value and Profitability: International Evidence,” by Sunil Wahal and Eduardo Repetto, papers.ssrn.com, Nov. 30, 2020.“Could ‘Flying to Safety' Be Dangerous?” by Eduardo Repetto and Phil McInnis, avantisinvestors.com, April 2020. “Patrick O'Shaughnessy: ‘Custom Indexing Unlocks a Lot of Benefits,'” The Long View, Morningstar.com, May 12, 2021.“A Discussion About Value and Small-Cap Factors With Avantis Investors' CIO Dr. Eduardo Repetto,” Jonathan Chevreau, findependencehub.com, March 30, 2021.”“Two Active ETFs We Like,” by Ben Johnson and Susan Dziubinski, Morningstar.com, Feb. 21, 2021.

Could Retirement Income be the hot topic of 2021? It was supposed to be the hot topic of 2020, then we got a little derailed. To chat through this with be today, I am excited to have Doug McIntoch, Vice President of Investment with Prudential Retirement. We go through all the stuff you would expect us to. What is retirement income, what are the employer attitudes, what are employee attitudes, what are the lingering concerns despite the new protections provided in the SECURE Act. We also delve into public policy, the legislative environment and where we go from here. I hope you get as much out of this as I did!   Guest Bio Douglas S. McIntosh, Jr. is vice president of Investments for Prudential Retirement. In this role, Doug supports the investment product function, working across the enterprise to source best-in-class investment & guaranteed solutions for retirement investors on Prudential’s recordkeeping platform and beyond. His team also oversees third-party asset managers that deliver on the promise to help Americans retire with dignity.  Along with product development responsibilities, he works closely with the firm’s Regulatory and Legislative Affairs groups to promote understanding and use of investments and guaranteed outcome vehicles within DC plans. This work has taken him to the Department of Labor and both houses of Congress, and he is a frequent speaker at industry conferences (eg Institutional Investor, Pensions & Investments, SPARK). Prior to his current role, Doug held the position of vice president, Investments within Prudential Annuities, in which he led all aspects of sales support and strategic direction for that division’s investment platform. Doug previously held the position of vice president, Distribution for Prudential International Investments, creating custom principle-protected and lifelong income products for the world’s largest asset aggregators. Earlier in his career in the United States, Doug held the role of vice president, Distribution for Prudential IncomeFlex within Prudential Retirement.  Prior to working for Prudential Retirement, Doug was Director, International Sales for Mentor Ophthalmics, a specialty medical manufacturer, where he ran distribution in Europe, Asia and Latin America. This work was an outgrowth of his time working hands-on with patients in a large, international vitreoretinal medical and surgical practice (Retina Associates). As a result, he sat in on ophthalmic surgeries on six continents (if we include Australia). Direct interaction with patients and practitioners, in both the office and surgical suite, gave Doug a deep understanding of ocular anatomy, pathology and surgical technique, an interest which he maintains until the present.   Doug holds an MBA with Distinction in International Management & Finance from Cornell University, and received a B.A. in English & Communications from Fairfield University. Doug is currently a board member of both the Connecticut Secure Retirement Authority Board, and the Center for Latino Progress, and was formerly the chairman of the Pension Board for the Town of West Hartford CT. He speaks Spanish, French and Italian in addition to English, plus a little Portuguese.    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 200 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

This week, Chris is speaking with John Davies, Financial Planner for Clifton Nash who'll be chatting about where's best to place your Pension pot, planning and investing; and what's ahead in terms of long term investments.

Our guest on the podcast is investment consultant and author Charley Ellis. In 1972, Ellis founded Greenwich Associates, an investment consultant to institutional investors, government organizations, and wealthy families. His seminal book about the benefits of passive investing, Winning the Loser's Game, is in its seventh edition. Ellis has also authored or coauthored books about investment policy and strategy, the retirement system in the United States, and large investment firms, including Goldman Sachs and Capital Group. He has taught investment management courses at the Yale School of Management and Harvard Business School and was the successor trustee of Yale University, where he chaired the university's investment committee with David Swensen. He also served on the board of directors at The Vanguard Group. Ellis was awarded the Graham & Dodd Award of Excellence from the Financial Analysts Journal and is one of only 12 people recognized by the CFA Institute for lifetime contributions to the investment profession. He received his undergraduate degree from Yale College, his Master of Business Administration from Harvard Business School, and his doctorate in financial economics at New York University.BackgroundCharley Ellis bioCharley Ellis books "The Loser's Game," by Charles D. Ellis, Financial Analysts Journal, July/August 1975. "Words From the Wise: Charley Ellis on Challenges Facing Investors," by Antti Ilmanen and Rodney N. Sullivan, AQR Insights, June 5, 2015. Passive vs. Active Management"How to Decide Where to Hire Active Managers," by Alex Bryan, Morningstar.com, April 8, 2020.Regulation Fair Disclosure (Reg FD) Jim Simons bio "Index Funds Aren't Too Big, but Asset Managers Might Be," by John Rekenthaler, Morningstar.com, Jan. 17, 2020. "The Secret History of Index Mutual Funds," by Stephen Mihm, InvestmentNews, Sept. 6, 2016. ESG Investing"David Blood and Al Gore Want to Reach the Next Generation," by Imogen Rose-Smith, Institutional Investor, Sept. 8, 2015. "The ESG Fund Universe Is Rapidly Expanding," by Jon Hale, Morningstar.com, March 19, 2020. Private Equity"Vanguard Moves into Private Equity with HarbourVest Partnership," by Chris Flood, Robin Wigglesworth, and Richard Henderson, Financial Times, Feb. 5, 2020. "The Cons (and Pros) of Vanguard's Decision to Offer Private Equity," by John Rekenthaler, Morningstar.com, Feb. 25, 2020. "Fran Kinniry: Applying the Vanguard Approach to Private Equity," by Christine Benz and Jeffrey Ptak, Morningstar's The Long View podcast, April 1, 2020. "SEC Looking to Open Private Markets to a Wider Audience,” by Hazel Bradford, Pensions & Investments, Oct. 28, 2019. David Swensen/Yale EndowmentDavid Swensen bio David Swensen books Yale University Endowment Yale's Strategy 

What does it mean to retire in the 21st century? Pensions and a full-stop retirement are becoming things of the past, and global retirement systems are struggling to keep up with the changing trends.  We speak to Chris Battaglia (VP/Group Publisher, Pensions & Investments) and Jeremy Cooper (Chairman, Retirement Income, Challenger Limited) about what needs to be fixed and which countries are doing retirement right. Even as individuals are increasingly left to manage their own financial future, later in the show we explain why retirement, or what we call Life Two, is potentially the peak time of life: the most enjoyable and the most rewarding.

Trading Block: A review of the week from a trading perspective. APPL (earnings were on Tuesday) Apple makes history by becoming first U.S. company to reach $1 trillion market value Earnings: Thursday - Activision/Blizzard, Shake Shack, Blue Apron, Go Pro Friday - CBOE Odd Block: WMB Call-palooza and GRPN Pre-Earnings Call 1x2. Strategy Block: Uncle Mike Tosaw discusses the possible outcome of more rate hikes. Mail Block: Listener questions and comments Question of the week: EarningsSeason is still in full swing. Which names will dominate your #Options trading this week? Apple - $AAPL Tesla- $TSLA GoPro - $GPRO CBOE - $CBOE Listners weigh in: Question from Andrew Lane - I tried searching for options on the major advisor news sources including Pensions & Investments and Financial Advisors magazine and came up blank. Why do these mainstream outlets ignore this space? Where should I go to learn more about options for advisors? Around the Block: What's coming up of interest?

Trading Block: A review of the week from a trading perspective. APPL (earnings were on Tuesday) Apple makes history by becoming first U.S. company to reach $1 trillion market value Earnings: Thursday - Activision/Blizzard, Shake Shack, Blue Apron, Go Pro Friday - CBOE Odd Block: WMB Call-palooza and GRPN Pre-Earnings Call 1x2. Strategy Block: Uncle Mike Tosaw discusses the possible outcome of more rate hikes. Mail Block: Listener questions and comments Question of the week: EarningsSeason is still in full swing. Which names will dominate your #Options trading this week? Apple - $AAPL Tesla- $TSLA GoPro - $GPRO CBOE - $CBOE Listners weigh in: Question from Andrew Lane - I tried searching for options on the major advisor news sources including Pensions & Investments and Financial Advisors magazine and came up blank. Why do these mainstream outlets ignore this space? Where should I go to learn more about options for advisors? Around the Block: What's coming up of interest?

This episode is a recording of Pensions & Investments article "Cryptocurrency funds want to branch out but held back" By Rick Baert published July 9th 2018

Mark and Brian are back to answer listener questions. Question from Ejh4isu - Let's say you're short naked a bunch of puts and the trade goes against you, and you don't have the money to pony up? What can your broker do? Question from LCB - This is a challenging time to sell options due to low volatility. So does it stand that the opposite is true? Is it a good time to buy options? Particularly protective puts? Question from Andrew Lane - I tried searching for options on the major advisor news sources including Pensions & Investments and Financial Advisors magazine and came up blank. Why do these mainstream outlets ignore this space? Where should I go to learn more about options for advisors?

Mark and Brian are back to answer listener questions. Question from Ejh4isu - Let's say you're short naked a bunch of puts and the trade goes against you, and you don't have the money to pony up? What can your broker do? Question from LCB - This is a challenging time to sell options due to low volatility. So does it stand that the opposite is true? Is it a good time to buy options? Particularly protective puts? Question from Andrew Lane - I tried searching for options on the major advisor news sources including Pensions & Investments and Financial Advisors magazine and came up blank. Why do these mainstream outlets ignore this space? Where should I go to learn more about options for advisors?

In 1896 two New Jersey clam diggers made a bold bid for fame: They set out to cross the North Atlantic in a rowboat, a feat that had never been accomplished before. In this week's episode of the Futility Closet podcast we'll follow the adventure of George Harbo and Frank Samuelsen, which one newspaper called "the most remarkable event in the way of ocean navigation that ever transpired." We'll also meet some military mammals and puzzle over a thwarted burglar. Intro: The score for Telemann's Gulliver Suite includes "Lilliputian" and "Brobdingnagian" note values. In 1964 Zambia announced a rather low-tech space program. Sources for our feature on Harbo and Samuelsen: David W. Shaw, Daring the Sea, 1998. William Longyard, A Speck on the Sea, 2003. David W. Shaw, "A Fool's Errand, but a Nautical Landmark," Scandinavian Review 102:1 (Spring 2015), 46-60. "To Row Across the Atlantic," New York World, Feb. 13, 1896, 16. "To Cross Ocean in Rowboat," New York Herald, June 6, 1896, 7. The log of the Fox. "Over the Sea With Oars," New York World, Aug. 2, 1896, 10. "The Fox Arrives at Havre," Daily Telegraph, Aug 7, 1896. "They Rowed to Havre," National Police Gazette, Aug. 22, 1896. "The Following Is Worth Reading," National Police Gazette, Sept. 12, 1896. "Harbo and Samuelson and the Tiny Boat in Which They Rowed Across the Atlantic," New York Herald, March 21, 1897, 2. Andy Philpott and Geoff Leyland, "Rowing to Barbados," OR/MS Today, April 2006. Thao Hua, "Manager Backs Atlantic Crossing," Pensions & Investments 36:12 (June 9, 2008), 8. BBC News, "Artemis Rowing Crew Smashes Transatlantic Record," July 31, 2010. Listener mail: Yuko, Cher Ami, 2016. Leah Tams, "How Did Animals (Even Slugs) Serve in World War I?", National Museum of American History, Nov. 14, 2014. Jessica Talarico, "15 Animals That Went to War," Imperial War Museums (accessed Oct. 22, 2016). History.com, "War Animals From Horses to Glowworms: 7 Incredible Facts," Dec. 22, 2011. Nick Tarver, "World War One: The Circus Animals That Helped Britain," BBC News, Nov. 11, 2013. U.S. Navy Marine Mammal Program (accessed Oct. 22, 2016). Mark Strauss, "These Are the Brave and Fluffy Cats Who Served in World War I," io9, Aug. 22, 2014. This week's lateral thinking puzzle was contributed by listener Tommy Honton, who sent this corroborating link (warning -- this spoils the puzzle). You can listen using the player above, download this episode directly, or subscribe on iTunes or Google Play Music or via the RSS feed at http://feedpress.me/futilitycloset. Please consider becoming a patron of Futility Closet -- on our Patreon page you can pledge any amount per episode, and we've set up some rewards to help thank you for your support. You can also make a one-time donation on the Support Us page of the Futility Closet website. Many thanks to Doug Ross for the music in this episode. If you have any questions or comments you can reach us at podcast@futilitycloset.com. Thanks for listening!