Podcasts about pioneer investments

This Episode is Sponsored By: City National Bank What drives consumers in the frozen food sector? According to Red's All Natural founder Mike Adair, they want both convenience and better-for-you attributes. City National Bank managing director Jennifer Braasch also shares how the frozen food sector has grown despite the pandemic and inflationary pressures. About Michael Adair: Mike Adair is the Founder / CEO of Red's All Natural, a clean label frozen food brand. Mike started Red's fourteen years ago based on his wife's famous Taco Tuesday dinners and named the company after their beloved dog, Red. Today, Red's is one of the largest natural / organic frozen-food brands in the country. They make delicious, clean-label, and convenient burritos / breakfast sandwiches and other fun items. Mike started the company while earning his MBA from the Tuck School of Business at Dartmouth. Prior to Red's, Mike had a six-year career in finance at Pioneer Investments in Boston after attending Boston College and moving to New York City and finally Seattle. Outside of work, Mike spends his time hiking, fishing, playing cornhole, and obsessing over his lawn. This is all in between racing kids to sports activities all over Tennessee. Mike lives in Nashville, Tennessee, with his wife, Paige, and three kids, Finley (14), Samantha (13), and Hunter (10). About Jennifer Braasch: Jennifer Pricco Braasch is a Managing Director with City National Bank's Food & Beverage Group. Based in Milwaukee, Wisconsin, she supports food and beverage industry executives with creative financing solutions and industry intelligence. Working with City National's team of experts, she provides the bank's full range of financial solutions to food and beverage businesses nationwide. Ms. Braasch has over 20 years of financial services experience. Prior to joining City National, she served four years as a senior relationship manager for Wells Fargo's Food & Agribusiness group, and spent 15 years with GE Capital's Corporate Finance and Antares Capital groups in Chicago, including four years as part of the Food & Beverage team. Ms. Braasch earned her bachelor's degree from the University of Wisconsin and her master's in business administration from the Kellogg School of Management at Northwestern University. In addition to her company responsibilities, Ms. Braasch has been an active volunteer for several community organizations, including the Hunger Task Force, where she serves as a member of the Executive Council; the Tosa Community Food Pantry, where she serves as Vice President of the Board; and the Lakeview Food Pantry, where she volunteered weekly for seven years. She resides in the city of Wauwatosa with her husband and their two children. About City National Bank: With $95.4 billion in assets, City National Bank provides banking, investment, and trust services through 69 branches, including 21 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Washington, D.C., and Miami*. In addition, the company and its investment affiliates manage or administer $94.5 billion in client investment assets.  City National is a subsidiary of Royal Bank of Canada (RBC), one of the world's leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector, and institutional clients through offices in Canada, the United States, and 27 other countries.  For more information about City National, visit the company's website at http://www.cnb.com/foodandbev. *City National Bank does business in Miami and the state of Florida as CN Bank. City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada. ©2023 City National Bank. All Rights Reserved. cnb.com

Yishai Klein is the Managing Partner and Co-Founder of BlueRed Partners. Yishai was born and educated in Melbourne, Australia. He is based in Singapore where he has resided for the past 18 years. Prior to forming the Fund, Yishai was an Advisor at OUE Ltd., and the Head of Innovation and Strategic Investments at the group, reporting directly to the Chairman. He focused on identifying investments in innovative technologies addressing “Smart Building & Retail Technology” solutions with the primary objectives of reducing OPEX, generating new revenue streams, and creating market differentiation within the OUE group: commercial property, hospitality, retail and residential. Formerly Yishai was the Managing Partner of Tamarix Fund Company, and Regional Director, and Head of Asia at Giza Venture Capital, a venture capital fund, managing US$600M. Yishai joined Giza Venture Capital in Israel in 1997 and was active in four funds: Giza II, Giza III, Giza IV, Giza V (Taiwan), specifically in the sectors of Communications, IoT, Software, and Cleantech investments. In 2001 Yishai relocated to Singapore to open Giza's office as Director of the Fund's Asia Pacific Operations and was responsible for establishing Giza's operations in the Asia region. He led the Fund's investment strategy and activities in the Asia Pacific, overseeing portfolio business development, and raising additional financing from co-investors and strategic investors in the region. He has led or co-led investments in Storwize (Acquired by IBM), Danen (IPO; TWSE), AOI (IPO; NASDAQ), Aleees (IPO; TWSE). Previously Mr. Klein worked in Investment Banking at Giza Capital (affiliate of Alex. Brown & Sons) and focused on research, analysis, company valuations, and private placement activities. Prior to joining GC, Mr. Klein worked in a subsidiary of Pioneer Investments, an asset management firm. Mr. Klein holds a BA in Economics and International Relations from the Hebrew University, Jerusalem. Read more about BlueRed Partners here https://www.blueredpartners.com/ If you enjoyed this podcast, would you consider leaving a short review on Apple Podcasts here? It takes less than 30 seconds, and it really makes a difference in helping to convince new amazing guests to come on the show, and on top of that, I love reading the reviews! Connect with Andrew: Email: hello@andrewsenduk.com Website: https://andrewsenduk.com/ Instagram: https://www.instagram.com/andrew.senduk/ Linkedin: https://www.linkedin.com/in/andrew-senduk-1980/

We discuss:  How Lisa builds trusting and loyal relationships, a business imperative.Risks she took throughout her career that led to her CEO role.Advice Lisa gives women struggling to become self-advocates.Ways Amundi improved its recruiting efforts to include people from all diverse backgrounds.Tune in to learn how Lisa's key pillars of success have led to her role as CEO of Amundi U.S.!Resources: InvestmentNews | Christine Shaw | Amundi U.S. | Lisa Jones |Guest bio:Lisa has been working in the investments industry since 1988. She has over 25 years of experience in global financial services developing and building asset management businesses. She was global head of distribution at Morgan Stanley Investment Management and she has had similar positions at MFS and Eaton Vance. She then joined Amundi (ex-Pioneer Investments) as head of the U.S., president and chief executive officer of the USA entity. She was appointed head of the Americas (Canada, USA, LatAm) in 2017. In this role, Lisa is head of group operations in Americas. Lisa has a B.A. in economics from Trinity College.

We discuss:  How Lisa builds trusting and loyal relationships, a business imperative.Risks she took throughout her career that led to her CEO role.Advice Lisa gives women struggling to become self-advocates.Ways Amundi improved its recruiting efforts to include people from all diverse backgrounds.Tune in to learn how Lisa's key pillars of success have led to her role as CEO of Amundi U.S.!Resources: InvestmentNews | Christine Shaw | Amundi U.S. | Lisa Jones |Guest bio:Lisa has been working in the investments industry since 1988. She has over 25 years of experience in global financial services developing and building asset management businesses. She was global head of distribution at Morgan Stanley Investment Management and she has had similar positions at MFS and Eaton Vance. She then joined Amundi (ex-Pioneer Investments) as head of the U.S., president and chief executive officer of the USA entity. She was appointed head of the Americas (Canada, USA, LatAm) in 2017. In this role, Lisa is head of group operations in Americas. Lisa has a B.A. in economics from Trinity College.

Matteo Dante Peruccio, President International, Wave Financial GroupMatteo Peruccio of Wave Financial Group has previously been CEO of Pioneer Investments and also a board member of Jupiter Asset Management, but his journey has now taken him to the digital asset space. He discussed how traditional asset management and custodian firms are coming to grips with digital assets on the new frontier of investment and asset management with Robin Amlot of IBS Intelligence.

Welcome to Episode 325 of the No Quit Living Podcast. NQL is a personal development podcast designed to help you achieve your goals and desires. Whether you found us from Forbes, Inc Magazine, CEO Magazine, CIO, New Theory, or elsewhere, we're thrilled you are listening. Through hearing the inspiring stories and tips from the greats, we will all find it easier to stay motivated. Dr. Elko received his Bachelors in Biology Education and Coaching from California University of Pennsylvania. He then went on to West Virginia University where he received two Masters and a Doctorate and was later inducted into West Virginia University Hall of Fame. He went on to intern at the United States Olympic Committee in Colorado Springs. In Sports, he has consulted with various successful NFL teams including The Pittsburgh Steelers, The Dallas Cowboys, The Philadelphia Eagles, The Miami Dolphins and The New Orleans Saints.  In college sports, Dr. Elko has worked with seven BCS National Championship Football Teams including The University of Miami, L.S.U., The University of Alabama and Florida State University. In the business world, Dr. Elko focuses on helping organizations in the areas of Leadership, Goal Setting, and various other motivational topics. His corporate clients have included ING, Tyson Foods, Abbott Labs, LPL Financial, The Hartford, Genworth, Jackson National Life, Pioneer Investments, Morgan Stanley, Bank of America, Merrill Lynch, and Sun Life just to mention a few. Dr. Elko is the author of seven books, Nerves of Steel, The Pep Talk, True Greatness: Mastering the Inner game of Business Success, Touchdown: Achieving Your Greatness on the Playing Field of Business and Life, The Sender, Sender Companion Journal and Believing is Seeing.   Website: https://www.drelko.com/  

What impact do you think COVID-19 has on a person? Emotionally, mentally, physically? How do we cope as first responders? Here is what I took away from my conversation with a Navy Seal, Coach, Instructor, and all-around great human being.EPISODE PAGE: https://www.thebreakdown.ca/post/stress-life-and-covid-19-our-new-reality-with-david-rutherfordSponsored by the INTERNATIONAL LAW ENFORCEMENT TRAINING SUMMIT (https://www.iletsummit.com) 27-31 JULY, 2020*This information should not be taken as medical advice. All opinions are anecdotal and should not take precedent over that of qualified medical professionals.David served 8 years in the Naval Special Warfare Community as a SEAL student, Combat Paramedic, Operator, and Instructor. Since his honorable discharge from the Navy in 2003, he has continued traveling as an international training specialist for Blackwater. Eventually, David was recruited by the CIA as a training and curriculum specialist, as well as deploying into high threat areas as a close protection and security specialist. David’s long term service to the country at the highest levels, and in many areas, enabled him to develop a masterful ability to motivate and train people from all walks of life to achieve success in any environment imaginable. Since 2006 David has been motivating audiences and individuals across America and around the world with his highly unique style of speaking, writing, and coaching. His Froglogic Concepts are derived from the 70 + years of operational successes within the UDT/SEAL community as well as 25 years of personal experience and research. He has combined his incredible personal story with the proven track record of the SEAL Teams and the CIA to create a simple, elite performance program.David is living his dream as an internationally known motivational speaker, best selling author for kids and adults, world champion performance coach, and as an award-wining Podcast host. His passion for motiving people is affording him the opportunity to work with the top companies in the world, averaging over 50 events a year. His specialty is helping individuals, teams, and organizations to develop a specific and focused approach to managing people and the mission. David is committed to helping people embrace their fears, forge their Self-Confidence, how to live the Team Life, and to live with purpose. David’s high energy, entertaining style, and endless motivation inspire all of those who come in contact with him to dig deep, persevere, and commit to the development of winning cultures. Notable Clients: 2018 World Series Champion Boston Red Sox, 2018 Collegiate World Series Champion Oregon State Beavers,2019 Green Bay Packers Packers, Penn State Men’s Lacrosse Team, 2015 and 16 UPenn Football Champions, iCapital, Bank of America, Risk Assessments, Novo Nordisk, BNY Mellon, Comcast, Johnson Controls, Covidien, Pioneer Investments, Merrill Lynch, Morgan Stanley, UBS, Brenneman Pork, Cust-O-Fab, University of Nebraska, Jackson Memorial Hospital, 12,000 + children across America and Canada, and over 25 million people reached around the world. CONTACT David Rutherford: Social Media: @teamfroglogicLinkedIn: https://www.linkedin.com/in/david-rutherford-84256811/Website: https://teamfroglogic.com/

Vladimír Fichtner je investiční guru a majitel finančně poradenské společnosti Fichtner s.r.o., která pomáhá lidem stát se rentiéry a rentiéry zůstat. Na finančním trhu se vyskytuje již od roku 1991, kdy jako student Vysoké školy ekonomické začal pracovat jako 5. zaměstnanec Petra Kellnera. V roce 1995 začala rozvíjet své aktivity v České republice americká společnost Pioneer Investments a tak přijal další životní výzvu, stal se portfolio manažerem a následně generálním ředitelem české dceřiné společnosti. Po akvizici ze strany bankovní skupiny UniCredit Group a stáži v Americe se rozhodl vzít nasbírané zkušenosti a začal budovat společnost Fichtner s.r.o., tehdy ještě pod názvem Fichtner & Hofrichter. První pokus o úspěšnou investičně poradenskou společnost nevyšel, v roce 2005 se s Radimem Hofrichterem rozešli a společně s Petrem Pavláskem a Karlem Kořeným založili dnes již významnou firmu v oblasti vzdělávání finančních poradců a bankéřů, která nese název KFP. Zatímco ostatní v roce 2008 hledali jak zvládnout finanční krizi, pro společnost Fichtner s.r.o. se otevřela nová příležitost, kdy investoři hledali možnosti jak investovat a Vladimír se rozhodl, že se bude naplno věnovat investičnímu poradenství. Vladimír je vizionář a lídr, který dnes společně se svým týmem má v poradenském mandátu přes 3 mld. Kč. Mimo jiné stojí za online projektem InvestGuru, kde ukazuje základní principy investování a projektem digitálního poradce Franka. V rozhovoru se dozvíte jak by měla vypadat skvělá poradenská služba a nechat se inspirovat úžasným životním příběhem.

Petr Šimčák patří k předním odborníkům v oblasti investování a financí v České republice a aktuálně zastává pozici zástupce šéfa obchodu pro společnost Amundi Asset Management. Start jeho kariéry se datuje již v roce 1996, kdy po absolvování ekonomické vysoké školy začal pracovat ve společnosti MONECO, kde působil jako konzultant a také se podílel na tvorbě odborného časopisu FOND SHOP. V roce 2004 přijal pozici ve vedení společnosti Pioneer Asset Management (dříve ŽB – Asset Management), v níž odpovídal za prodej a vývoj nových produktů pro Pioneer Investments v České republice. Po více jak 10 letech koupila společnost Pioneer jiný správce aktiv, a to již zmiňovaná společnost Amundi, která patří mezi největší správce aktiv na světě. Petr má za sebou dvě vysoké školy, již v roce 2003 složil první zkoušky titulu CFA, pravidelně publikuje, přednáší na odborných konferencích a vysokých školách, vzdělává finanční poradce a jednoduše učí všechny kolem sebe jak investovat své peníze. Díky jeho bohatým zkušenostem můžete nahlédnout pod pokličku jak fungují největší správci aktiv a nechat se inspirovat jeho životním příběhem.

„Namen, Marken, Brands“ mit Gottfried Hörich, Vertriebsleiter und Deputy CEO, Amundi Deutschland GmbH Nach der Fusion mit Amundi verschwand mit „Pioneer Investments“ binnen weniger Wochen der Name einer der ältesten und bekanntesten Investmentgesellschaften aus der europäischen Fonds- und Medienlandschaft. Wir diskutieren den Aufbau, Umgang und die Pflege immaterieller Namens-Werte.

Top Podcast host, David Rutherford and SVP and Head of RIA and Bank Trust sales at Pioneer Investments, Paul Marino discuss the power of fear in the investment world. Join these two experts as they go through David's Froglogic motivational training program on Embracing Fear and how it can be applied to financial investing. 

David Rutherford, Navy SEAL, Motivational Speaker, Author & Coach, Paul Marino, Head of Sales RIAT & Bank Trust for Pioneer Investments & Joe Morgart, Client Portfolio Manager at Pioneer Investments  Topics: Joe and Paul will discuss what Insurance-Linked Securities are and how Pioneer incorporates them into their portfolios.

The Bells of Retirement toll for thee, heh, heh. So plan. With whose help? The Department of Labor weighed in on that question with its "fiduciary rule," which has sent brokers and advisors scurrying to comply -- and which has consequences for investors. In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives. You can learn more about Equity Institutional and Alpha Segment here and here. Or you can find them here: LinkedIn- Jeff Kelley & John Drachman Twitter: @AlphaSegment   About Jeff Kelley Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Advisor, where he served as the Manager of the Operations and Trading Departments since 1991. He is an Accredited Retirement Plan Consultant (ARPC) through the Society of Professional Administrators and Recordkeepers. Jeff earned a BBA in Finance/Management from Baylor University.   About John Drachman John C. Drachman serves as team leader, senior writer, and principal of AlphaSegment, a creative group of marketing communications freelancers dedicated to meeting the marketing needs of RIAs, asset managers and financial services providers. An IABC Gold Quill-winner for writing and publications, John has developed marketing communications initiatives for dozens of clients over three decades. He has also served in executive positions at Putnam and Pioneer Investments.  John applies his editorial skill and marketing knowledge toward crafting marketing strategies designed to help clients attract, grow and retain assets under management.  Applying sound journalistic principles to the story telling process, John has the ability to turn complex themes into compelling and actionable messages. John is a frequent contributor to industry publications on topics related to financial technology trends, crowdfunding and alternative investments.  Most recently, he drafted articles for RIABiz and PrivateWealth. A Series 7 General Securities Agent, he is affiliated with Innovations Partners, LLC, headquartered in Charlotte, N.C.

Welcome to the Schwab IMPACT Conference series hosted by Navy SEAL Motivational Speaker, Author, Radio Host and Coach David Rutherford. This live Podcast series is brought to you by Pioneer Investments. In the second LIVE show David invites SVP Paul Marino to join him so they can have discussion around heritage, product innovation, a changing and challenging regulatory environment and Pioneer’s commitment to clients and advisors. Paul is head of sales RIA & Bank Trust for Pioneer Investments. David and Paul also welcome SVP Henry Orvin head of business development at Pioneer and James Vigue Portfolio Consultant to the show as well. Date: Tuesday, October 25, 2016 Booth #: 1527

Welcome to the Schwab IMPACT Conference series hosted by Navy SEAL Motivational Speaker, Author, Radio Host and Coach David Rutherford. This live Podcast series is brought to you by Pioneer Investments. In his first show David will discuss the first concept in his motivational training program titled Froglogic Concepts. David Has been exploring and researching the human condition for the past 25 years as a Navy SEAL Medic/Instructor, International Security Consultant for Blackwater, a Security Protection Specialist in high threat environments for the US Government, as well as a top motivational speaker, author and coach for the past 10 years. David will discuss his powerful training platform that teaches people to Embrace Fear in the most extreme situations imaginable. David introduces five concepts called “missions” to help you and your team embrace fear and use it to enhance your ability to succeed in any environment. Date: Tuesday, October 25, 2016 Booth #: 1527

Welcome to the Schwab IMPACT Conference series hosted by Navy SEAL Motivational Speaker, Author, Radio Host and Coach David Rutherford. This live Podcast series is brought to you by Pioneer Investments. The 3rd episode of the series David and Paul Marino, SVP Head of Sales RIA and Bank Trust with Pioneer welcome Senior Asscoate Dean of the Harvard Business School, Luis M. Viceira to the show. Pioneer Investments partnered with WealthManagement.com to conduct a survey of financial professionals to find out how they evaluate and use alternative investments. The 1,100 survey respondents, combined with other research conducted by WealthManagement.com, offers insight into advisors’ views on alternative strategies, and which types of clients they think could benefit from them. Date: Tuesday, October 25, 2016 Booth #: 1527 Luis M. Viceira Senior Associate Dean, HBS   Paul Marino, SVP Head of Sales RIA &  Bank Trust Pioneer Investments

In Episode 50, Accredited Investor Markets Radio speaks with Jeff Kelley of Equity Institutional and John Drachman of Alpha Segment, about alternative investment custodial services, i.e., how interests in alternative assets are held and transferred. This is where the rubber (if that's your commodity) meets the road, the gold bars meet the vault, and where documentation of securities is meticulously completed and monitored. From that perspective, the growth of alternative investing, now and in the future, is very evident.    You can learn more about Equity Institutional and Alpha Segment here and here.     About Jeff Kelley   Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Advisor, where he served as the Manager of the Operations and Trading Departments since 1991. He is an Accredited Retirement Plan Consultant (ARPC) through the Society of Professional Administrators and Recordkeepers. Jeff earned a BBA in Finance/Management from Baylor University.     About John Drachman   John C. Drachman serves as team leader, senior writer, and principal of AlphaSegment, a creative group of marketing communications freelancers dedicated to meeting the marketing needs of RIAs, asset managers and financial services providers.   An IABC Gold Quill-winner for writing and publications, John has developed marketing communications initiatives for dozens of clients over three decades. He has also served in executive positions at Putnam and Pioneer Investments.  John applies his editorial skill and marketing knowledge toward crafting marketing strategies designed to help clients attract, grow and retain assets under management.  Applying sound journalistic principles to the story telling process, John has the ability to turn complex themes into compelling and actionable messages.   John is a frequent contributor to industry publications on topics related to financial technology trends, crowdfunding and alternative investments.  Most recently, he drafted articles for RIABiz and PrivateWealth. A Series 7 General Securities Agent, he is affiliated with Innovations Partners, LLC, headquartered in Charlotte, N.C.

As Russian banks and corporations begin to make alternative plans in anticipation of asset freezes in the US and Europe, Patrick Jenkins is joined by Martin Arnold, Daniel Schäfer, Sharlene Goff and Neil Buckley, east europe editor, to discuss the ripples being caused in the banking world by events in Ukraine. The team also look at the banks suspending bonuses for those under investigation in the forex scandal and at Barclays where senior exec bonuses are set to drop. Finally, they discuss UniCredit’s aim to sell or float its Pioneer Investments arm as conditions in the Italian economy make a sale more likely See acast.com/privacy for privacy and opt-out information.