Podcasts about Portfolio management

AI is changing how investment teams research, build, and manage portfolios, but human expertise remains a critical part of the investment process. In this episode, we explore:· How advances in AI and machine learning are accelerating quantitative research· Why implementing investment models requires significant data, infrastructure, and oversight· How market concentration is changing traditional benchmarks and shaping investor portfolio decisionsAs AI becomes more widely available, what will continue to separate investment managers from one another?Hear from Julien Palardy, Managing Director, Head of Quantitative Investing, TD Asset Management Inc. (TDAM), Laurie-Anne Davison, Managing Director, Head of Passive Investing, TDAM and Samuel Carriere, Vice President, Client Portfolio Management, TDAM as they discuss the growing role of AI in investing, evolving approaches to portfolio construction, and why human oversight remains essential in portfolio management.Highlights include00:33 Why AI is not replacing investment teamsAI can automate parts of research and portfolio management workflows, but human expertise, accountability, and oversight remain essential.02:29 How AI is accelerating quantitative researchLarge language models are helping quantitative teams build tools, test ideas, process data, and develop models more efficiently than before.07:13 The rising concentration risk in benchmarksTechnology and semiconductor companies now represent a growing share of major indexes, increasing investors' exposure to a smaller group of stocks.15:20 Why investors are diversifying investment approachesMany investors are looking beyond a single investment style by combining fundamental, quantitative, and passive strategies within their portfolios.26:27 Why human oversight still matters in portfolio managementEven as investment processes become more automated, portfolio managers remain responsible for handling implementation challenges, managing operational complexity, and overseeing investment decisions. For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is “buying the dip” still a winning strategy when markets reach new highs? Matt Deaton and Damon Roberts discuss market corrections, election-year volatility, tactical investing approaches, and the importance of matching investment risk to your stage of life. They also explore how emotional decisions can impact retirement outcomes. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Could the investments you consider safest be creating risks you don’t see? In this episode, Abe Abich explores retirement risks that extend beyond market volatility, including inflation, longevity, cash holdings, and bond-related challenges. He explains why preserving purchasing power, maintaining growth potential, and balancing income needs are important considerations for retirees. Abe also discusses the difference between investment risk and retirement planning risk, along with practical steps investors can take to evaluate whether their current strategy aligns with their long-term retirement goals. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this podcast, Ricardo explores what makes people irreplaceable in an age of artificial intelligence. Rather than asking which tasks AI cannot perform, he suggests asking what AI does not have: desire, responsibility, and something at stake. AI can analyze risks, prepare schedules, summarize contracts, and recommend decisions, but it does not care whether a project succeeds or fails. People give projects purpose because they want outcomes and accept responsibility for the consequences. Drawing on his humanitarian work at the UN, Ricardo explains that legitimate decisions require someone willing to face the affected community afterward. He concludes that professionals become difficult to replace when they care, question incorrect recommendations, defend outcomes, and put their names and reputations behind those choices. Listen to the podcast to learn more!

Neste podcast, Ricardo explora o que torna as pessoas insubstituíveis na era da inteligência artificial. Em vez de perguntar quais tarefas a IA não consegue realizar, ele sugere questionar o que a IA não possui: desejo, responsabilidade e algo em jogo. A IA pode analisar riscos, elaborar cronogramas, resumir contratos e recomendar decisões, mas não se importa se um projeto terá sucesso ou fracassará. As pessoas conferem propósito aos projetos porque desejam resultados e assumem a responsabilidade pelas consequências. Com base em sua experiência humanitária na ONU, Ricardo explica que decisões legítimas exigem alguém disposto a enfrentar a comunidade afetada posteriormente. Ele conclui que os profissionais se tornam difíceis de substituir quando se importam, questionam recomendações incorretas, defendem resultados e assumem a responsabilidade por essas escolhas, colocando nelas seus nomes e reputações. Ouça o podcast para saber mais!

Sports and investing can both be shaped by small margins, repeated decisions and the balance between skill and chance. From tennis points to soccer matches and basketball shot selection, elite competition offers a useful lens for thinking about decision-making in capital markets.In this episode of The Bid, host Oscar Pulido speaks with Ronald Van Loon, Portfolio Manager in BlackRock's Global Fixed Income Group, about the connection between sports and investing. They examine hit rates, payoff ratios, teamwork, preparation and the role of process in fixed income portfolio management.The discussion explores why a modest edge can matter when applied consistently, how different sports change the influence of chance, and why sports and investing both reward attention to probability, payoff and repeated opportunities. They also consider market volatility, stock market trends and the importance of continuous learning.Check out the previous episode on tennis here: https://open.spotify.com/episode/061EZSj3afpDQd7lL1FJUF?si=diYmU2axTAS26i7IxccxhAKey moments in this episode:00:00 Introduction01:42 Tennis Margins Compound - How small statistical advantages can compound across repeated decisions05:17 Winning the Big Points - Why probability and payoff need to be considered together07:55 Soccer Skill vs Chance - Where skill and chance differ across tennis, soccer and basketball.09:49 Teamwork in Investing - How teamwork can support decision-making across complex fixed income markets12:58 Olympics and Process - Why preparation and continuous learning remain central to a repeatable investment process15:20 Basketball Expected Value - How basketball's changing shot selection illustrates the concept of expected value17:35 Three-Part Investor Framework18:57 Closing and Next Episodesports and investing, capital markets, fixed income, portfolio management, investment process, market volatility, stock market trendsSources: Van Loon, R.J.M. 2021. “Long-Term Investing and the Frequency of Investment Decisions”, The Journal of Portfolio Management 47 (8): 86-104; Van Loon, R.J.M. 2021. “Investment Skill and Consistent Long-Term Alpha”, The Journal of Portfolio Management This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What happens to your retirement plan when life refuses to follow the script? In this episode, Jim Fox explains why flexibility is an important part of retirement planning. Using his bucket strategy approach, Jim discusses how retirees can prepare for market volatility, income needs, unexpected expenses, and major life events without relying on a rigid financial roadmap. He also shares why planning for multiple scenarios, rather than a single outcome, can help create more options and reduce stress when retirement challenges arise. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

What feels safe with your money today could quietly cost you tomorrow. In this episode, Ethan explores the concept of “spaving” and how seemingly smart financial decisions can sometimes create unintended consequences. He discusses the hidden costs of holding too much cash, chasing the latest investment trends, and taking big risks in an effort to catch up before retirement. The conversation also highlights the importance of having a personalized plan, filtering out financial noise, and understanding the tradeoffs behind every money decision so you can stay focused on your long-term goals. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

In this episode, Ricardo warns that artificial intelligence is often approved as a project cost, but after implementation, it becomes an ongoing operational expense. Unlike traditional licenses, its cost varies according to consumption: the greater the adoption, the higher the bill. He also highlights frequently ignored expenses such as data preparation, systems integration, human review, price changes, model replacement, and new testing. Ricardo recommends presenting recurring costs per unit, projecting growth scenarios, identifying who will assume the expense after the project ends, and proactively assessing exit costs. For him, advancing with AI is essential, but it requires financial discipline. Without knowing the cost, the responsible party, and the value generated, there is no complete and sustainable business case. Listen to the podcast to learn more!

Neste episódio, Ricardo alerta que a inteligência artificial costuma ser aprovada como custo de projeto, mas, após a implantação, transforma-se em despesa operacional contínua. Diferentemente das licenças tradicionais, seu custo varia conforme o consumo: quanto maior a adoção, maior a fatura. Ele destaca também despesas frequentemente ignoradas, como preparação de dados, integração de sistemas, revisão humana, alterações de preços, substituição de modelos e novos testes. Ricardo recomenda apresentar custos recorrentes por unidade, projetar cenários de crescimento, identificar quem assumirá a despesa após o encerramento do projeto e avaliar antecipadamente os custos de saída. Para ele, avançar com IA é essencial, mas exige disciplina financeira. Sem conhecer custo, responsável e valor gerado, não existe caso de negócio completo e sustentável. Ouça o podcast para saber mais!

Eight years into financial independence, Fritz Gilbert discovered something surprising: learning to spend money is harder than learning to save it. After decades of optimizing every dollar toward early retirement, he found himself in a 90-minute internal debate over whether to spend an extra $3,500 on a better e-bike—despite being financially secure and ahead of his retirement projections. The Starting Line, Not the Finish 00:08:15 - Fritz introduces his core philosophy that FI isn't the finish line but the starting line. The accumulation phase requires one set of skills—discipline, frugality, optimization—but thriving in retirement demands completely different capabilities: curiosity, experimentation, and the ability to design an unscripted life. 00:12:45 - The two favorite words for post-FI life: curiosity and experimentation. Fritz explains how continuously trying new activities, volunteer opportunities, and ways of spending time creates a fulfilling retirement that evolves over time. 00:18:20 - Freedom for Fido charity work provides purpose and fulfillment. Fritz shares how his wife started a 501(c)(3) that builds free fences for low-income families with dogs on chains. They've completed 225 fences helping over 700 dogs with 200 volunteers, and Fritz offers mentorship to anyone wanting to start similar chapters. 00:32:10 - The natural shift from obsessing over numbers to focusing on non-financial aspects of life. Fritz describes how the financial planning that dominated pre-FI thinking fades into the background, replaced by questions about meaning, purpose, and how to spend time well. Fitness: The Other Side of the Freedom Equation 00:36:45 - A paradigm-shifting connection between saving and fitness. Fritz explains that while saving money buys years of freedom on the front end of life, physical fitness buys healthy years of freedom on the back end. Brad calls this "one of the most consequential ideas ever shared on ChooseFI." 00:45:30 - Learning the surprisingly difficult skill of spending money after decades of frugality. Both Brad and Fritz share personal struggles with spending decisions, from hotel room upgrades to gym memberships, illustrating the psychological challenge of the post-FI transition. 00:52:15 - The e-bike decision story: Fritz spent 90 minutes debating whether to buy a $5,000 e-bike versus a $1,500 traditional bike, despite being financially secure. He eventually realized he was ahead of his retirement projections and gave himself permission to spend. 00:58:40 - Reframing spending as "investments for non-financial returns." Fritz introduces the powerful mental shift of viewing retirement expenditures not as expenses but as investments that return health, memories, relationships, and experiences. Tax Planning and Portfolio Management 01:04:20 - Roth conversion strategy evolution. Fritz discusses his initial aggressive approach to Roth conversions and how his thinking changed after learning about risk-based guardrails from ChooseFI episode 566 with Aubrey Williams. 01:10:35 - How to achieve a zero percent effective tax rate in retirement. Brad explains the strategy combining standard deductions (about $32,000 for married filing jointly), Roth withdrawals, and long-term capital gains at 0% (up to about $96,000 of taxable income), allowing many FI retirees to cover expenses while paying zero federal income tax. 01:16:00 - Bond ladder strategy using Invesco BulletShares. Fritz details his shift from bond ETFs to specific bonds with staggered maturity dates, providing guaranteed income streams and tax planning flexibility while eliminating interest rate risk by holding to maturity. Notable Insights "FI isn't the finish line, it's really the starting line." — Fritz Gilbert "When you're pursuing FI, you're saving and investing to buy yourself more years of freedom on the front end. But once you get there, taking care of your health and fitness can add more healthy years of freedom on the back end. They're two si…

We'd love to hear from you. What are your thoughts and questions?Retirement planning is often viewed as a math-based finish line, but Patrick Negado argues it is truly an emotional journey requiring a shift from accumulation to intentional structure. This episode explores how to build a lasting retirement plan that prioritizes guaranteed income and personal vision, ensuring long-term financial peace and meaningful legacy.Main Points:Transition your financial mindset from aggressive accumulation to strategic distribution once you approach retirement.Implement the “Canoe in the Current” framework to cover monthly essentials with guaranteed income while letting investments handle discretionary spending.Create a “Retirement Vision Statement” to align your financial structure with your personal goals and family values.Mitigate market volatility risks by using time-segmented investment strategies rather than simply scaling back on equity exposure.Communicate your financial philosophy to family members early to prevent future mismanagement of inherited assets.Connect with Patrick Negado:pnegado@gmail.comcanoeandcurrentwealth.comwww.linkedin.com/in/patrick-j-negado-chfc®-ricp®-711701https://www.facebook.com/profile.php?id=61577955493266

In this episode, Ricardo warns about the risk of resuming January's projects at midyear. According to him, the context has changed: budgets, suppliers, technology, markets, regulations, and priorities may now be different. Before following the original plan, he recommends three actions: recalculate the project using current information, assess external changes, and reevaluate the portfolio, prioritizing what truly matters. Ricardo emphasizes that replanning does not represent failure; instead, it shows awareness of the transformations that have occurred. He suggests setting aside two hours, gathering people who understand the project's reality, and asking whether it would still be approved today with the same structure, scope, team, and cost. This reflection reveals whether the project will meet the organization's needs in December. Listen to the podcast to learn more!

Neste episódio, Ricardo alerta para o risco de retomar, no segundo semestre, os projetos planejados em janeiro. Segundo ele, o cenário mudou: orçamento, fornecedores, tecnologia, mercado, regulamentações e prioridades podem ser diferentes. Por isso, antes de seguir o plano original, recomenda três ações: recalcular o projeto com base nas informações atuais, analisar as mudanças externas e reavaliar o portfólio, priorizando o que importa. Ricardo destaca que replanejar não representa fracasso, mas demonstra atenção às transformações ocorridas. Ele sugere reservar duas horas, reunir pessoas que conheçam a realidade do projeto e questionar se ele seria aprovado hoje com o mesmo formato, escopo, equipe e custo. A reflexão permite verificar se o projeto ainda atenderá às necessidades da organização em dezembro. Ouça o podcast para saber mais

Are you coasting on a bull market without a true exit strategy? Many retirees are suffering from "financial amnesia"—forgetting how brutal a market crash can be once you stop making contributions and start withdrawing funds. In this episode of Retirement Coffee Talk, host Charisse Rivers of Zinnia Wealth unpacks the critical shift from accumulation to decumulation. Discover why staying in high-risk portfolios like a standard 60/40 can expose you to catastrophic sequence-of-returns risk, how hidden mutual fund fees silently erode your wealth, and why a written income plan is your best defense against market volatility. Like this episode? Hit that Follow button and never miss an episode!

If you're asking when to kill a feature, you already lost.Product Manager Brian Orlando and Enterprise Business Agility Leader Om Patel break down why the "should we kill this feature" is really a trap, why the data won't save you, and why the CEO's pet project survives on rank - not merit. Our promise to you is, by the end, you'll have four questions to ask instead, and a framework for sunsetting features without extra helping of the political seppuku.Listen or watch as we discuss:• Why metrics are no good to help decide if/when to kill a feature• The "pet project" problem: some features survive on executive rank alone• How portfolio-level is the ONLY level that exposes opportunity cost• Why "ship it and see" with AI is hope-driven development, but with PR• The three phases every feature should live in: exploring, exploiting, or sunsetting/expiringFor product managers, team members, and other leaders tired of maintaining features nobody uses but nobody is willing to stick their neck out to deal with...#ProductManagement #ProductStrategy #TechnicalDebtCampbell's Law, RICE scoring framework, Lean Startup methodology, AA193 Product Lifecycle Phases, AA141 Minimum Viable ProductLINKSYouTube: https://www.youtube.com/@arguingagileSpotify: https://open.spotify.com/show/362QvYORmtZRKAeTAE57v3Apple: https://podcasts.apple.com/us/podcast/agile-podcast/id1568557596INTRO MUSICToronto Is My BeatBy Whitewolf (Source: https://ccmixter.org/files/whitewolf225/60181)CC BY 4.0 DEED (https://creativecommons.org/licenses/by/4.0/deed.en)

What is your current retirement strategy really costing you? Jackie Campbell examines the price of emotional investing, idle cash, missed tax opportunities, and decisions made without a complete view of your financial life. A featured conversation with Brad Jenkins explores a mathematical, methodical approach to investment decisions. The episode also considers how a coordinated plan can help savers understand what they may comfortably spend in retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Are you so focused on what's happening today that you've lost sight of where you're headed tomorrow? In this episode, Jim Fox shares a simple but powerful idea: retirement planning is a lot like using a telescope and a microscope. You need to keep an eye on your long-term goals while paying attention to the decisions you're making right now. Jim explains how income, Social Security, taxes, risk, and spending all work together, and why a personalized plan matters far more than chasing the latest financial product. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

What if becoming a 401(k) millionaire is only half the retirement planning story? In this episode, Stuart Seegmiller explains why market volatility can be a valuable reminder to review your portfolio, especially as retirement approaches. He discusses the difference between growing wealth and protecting it, why investment strategies may need to change over time, and how taxes can impact what your retirement savings are really worth. The conversation also explores the importance of understanding your allocations, avoiding emotional decisions, and making sure your retirement plan reflects your current goals rather than relying on old assumptions. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

In this episode, Ricardo explains that modern projects depend heavily on external suppliers, contractors, partners, and AI vendors whose teams do not report directly to the project manager. He argues that leading these people has become a core project management skill. He emphasizes that contracts and service-level agreements define obligations and penalties but do not create trust, commitment, or guarantee success. Ricardo also warns that supplier risk should be treated as a major project risk. He recommends involving partners in planning, explaining the project's purpose, addressing problems early, and speaking directly with leaders who can reallocate resources. Finally, he encourages managers to identify their three most critical external organizations and build genuine relationships with their senior decision-makers. Listen to the podcast to learn more!

Neste episódio, Ricardo explica que os projetos modernos dependem fortemente de fornecedores externos, contratados, parceiros e provedores de IA, cujas equipes não se reportam diretamente ao gerente do projeto. Ele argumenta que liderar essas pessoas tornou-se uma competência essencial de gestão de projetos. Ele ressalta que contratos e acordos de nível de serviço definem obrigações e penalidades, mas não geram confiança ou comprometimento, nem garantem o sucesso. Ricardo também alerta que o risco relacionado a fornecedores deve ser tratado como um risco importante do projeto. Ele recomenda envolver os parceiros no planejamento, explicar o propósito do projeto, abordar problemas precocemente e dialogar diretamente com líderes capazes de realocar recursos. Por fim, ele incentiva os gerentes a identificar as três organizações externas mais críticas e a construir relacionamentos genuínos com seus principais tomadores de decisão. Escute o podcast para saber mais!

Welcome to Bond Investment Mentor! In this episode, Chris presents a simple, practical approach to municipal bond due diligence for community financial institutions.  In this episode: Returning to Pacific Coast Banking School (LEARN MORE) Market & Fed update (2:22) The return of the term premium (4:03) Municipal bond due diligence made simple (9:16) Two essential questions when evaluating muni bonds How am I getting paid? What's the likelihood I'll get paid? The pre-purchase due diligence approach The post-purchase due diligence approach Using EMMA for due diligence (CHECK OUT EMMA) Free Download:  Pre-purchase due diligence checklists  (30:10) (DOWNLOAD) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s newspaper. The idea dates back to a reference Trevor found from the London Evening Standard, a clock face marking out stages of the economic cycle: recession, recovery, late cycle, slowdown, each paired with the assets that historically perform well there. The problem, he explains, is that confirming exactly where you sit on that clock in real time is nearly impossible. Recessions are usually only confirmed months after they start, by which point markets have already moved on without you.Rather than guessing, Trevor's team at Royal London reads growth and inflation directly to estimate the current position. Falling inflation paired with strengthening growth points to recovery, favouring stocks. A slowdown paired with rising inflation points to stagflation, favouring commodities. This year, that reading has pointed to stagflation, with tensions in the Middle East cited as the driver, and it feeds directly into the team's daily tactical positioning.The conversation also brings in Robin Ellis, Director of Portfolio Management at St. James's Place, who talks through how Saint James's Place selects and vets the fund managers advisers ultimately rely on. He's candid about a trap he fell into earlier in his career, mistaking a confident conference speaker for a genuinely strong investment process, and why SJP now runs a weekly adviser podcast and curates its annual investment conference specifically to avoid that mistake. Trevor also explains why the phrase "passive multi-asset" doesn't really make sense to him, since clients rarely come to an adviser asking for a specific asset class, they come with a savings goal and a risk appetite that needs blending into a portfolio, not a label.Key takeaways from this episode:How the investment clock framework has been used to read markets since the 1930sWhy knowing exactly where you are in the economic cycle in real time is nearly impossibleHow Trevor's team uses growth and inflation indicators instead of guessworkWhy this year's read has pointed to stagflation, and what that means for portfolio positioningWhy Trevor believes "passive multi-asset" is a phrase that doesn't really hold upWhy a great conference speaker isn't always a sign of a great investment teamHow St. James's Place vets and curates the fund managers advisers ultimately rely onWhy SJP runs a weekly adviser podcast alongside its annual investment conferenceThis episode is for financial advisers who want a clearer framework for reading market cycles, and for anyone curious about how professional portfolio managers actually separate a good pitch from a genuinely good process.Learn more about Royal London Asset Management at royallondon.com , and about St. James's Place at sjp.co.uk. Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Key takeaways Saudi equities have drifted to roughly zero sensitivity to oil once global equity movement is accounted for. UAE equities now move against crude, driven by property rather than energy. Aramco and the petrochemical names are close to 19% of the Saudi index, yet Aramco rose about 15% as crude rose 31%. Under half the move reached shareholders. Real estate is about 18% of the UAE market and fell roughly 20%, with one developer causing most of the damage. Energy is only about 9%. Financials are roughly 40% of each market, which is why both now track global sentiment more closely than the oil price. Only about one in four Saudi equity funds beat TASI. Cash and sukuk funds returned a median of 3.8%, and nearly half of all fund assets in the Kingdom already sit there. The gap between the best and worst Saudi equity fund exceeded 24 points in a market that moved 3.2%. Selection mattered far more than allocation. Links CNBC International, Access Middle East segment: Gulf equities at a negative correlation with oil markets, 14 August 2026 — watch here: https://www.cnbc.com/video/2026/08/14/gulf-equities-at-a-negative-correlation-with-oil-markets.html CIO Memo, August 2026: charts and full analysis: https://acrobat.adobe.com/id/urn:aaid:sc:US:690f5a67-7f58-4e3d-b5f8-48c02b131733  Dantes Outlook website: www.dantesoutlook.com The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com

What if some of the best retirement lessons come from people who are still working? In this episode, Stuart Seegmiller discusses the habits retirees can carry forward from their working years, including budgeting, continuous learning, maintaining multiple income sources, and keeping an emergency fund. He also explores why staying engaged with your finances can help reduce stress and improve decision-making in retirement. Plus, the conversation takes a closer look at long-term care planning, the risks of waiting too long to prepare, and how a lack of planning can affect both retirees and their families. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

Could the biggest threats to your retirement be the risks you never see on a market statement? In this episode, Mike Douglas explores why retirement risk extends beyond stock market volatility. He discusses the hidden effects of inflation, the tradeoffs of holding too much cash, interest rate risks within bonds, longevity risk, and the opportunity cost of playing it too safe. The conversation focuses on balancing growth, income, and preservation while evaluating whether your portfolio aligns with your long-term retirement goals and lifestyle needs. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

In this episode, Ricardo discusses the common rush to start acting before fully understanding a project's problem. Action creates a sense of progress, while thinking may seem like wasted time. However, teams can work intensely and still move quickly in the wrong direction. Ricardo emphasizes that speed should not be confused with impulsiveness. Asking simple questions about the problem, missing information, potential consequences, urgency, and reversibility can prevent weeks of unnecessary rework. Even during crises or emergencies, acting quickly does not mean abandoning reflection. Planning often appears expensive because it happens before execution, while the cost of correcting poor decisions remains hidden. Before saying there is no time to think, teams should ask whether they have time to do the work twice. Want to know more? Tune in to the podcast!

Neste episódio, Ricardo reflete sobre a pressa de iniciar ações em projetos sem compreender o problema. Ele explica que agir transmite sensação de progresso, enquanto pensar pode parecer perda de tempo, embora decisões precipitadas gerem reuniões, retrabalho, atrasos e desperdício. Ricardo ressalta que velocidade não deve ser confundida com impulsividade: equipes podem trabalhar intensamente e, ainda assim, avançar na direção errada. Antes de agir, recomenda perguntas sobre o problema, as informações, os impactos, a urgência e a possibilidade de reverter decisões. Mesmo em crises, oportunidades ou emergências, instantes de reflexão continuam essenciais. Para ele, o planejamento parece caro porque ocorre antes, enquanto o retrabalho permanece escondido. Às vezes, parar por poucos minutos permite chegar mais rápido ao destino certo. Mergulhe no assunto e ouça o episódio completo!

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Tom Milewski, Managing Director and Head of Portfolio Management at Deerpath Capital, to discuss why active portfolio management can be just as important as underwriting in private credit. Tom explains how managers can use monthly financials, borrower-specific KPIs, dashboards, and early warning triggers to identify developing risks, learn from portfolio trends, and make more informed investment decisions.   They also explore where outcomes begin to diverge between private credit managers, the difference between covenant-light, covenant-loose, and meaningful covenant structures, and why reacting early to signs of stress can help preserve value. Tom also shares what insurance investors should consider when evaluating a private credit manager's approach to portfolio oversight, including how managers apply lessons learned and adjust their strategies over the life of an investment.

This week on Swimming with Allocators, Earnest and Alexa welcome Kelli Fontaine of Cendana Capital, as she traces her path from journalism to data-driven venture investing and explains how her obsession with finding the truth shapes her work as an LP. She breaks down how Cendana builds and uses its data systems, why early-stage power laws and portfolio construction matter more than headline TVPIs, and how she balances hard data with judgment about GPs. Kelli challenges the idea that pre-seed always outperforms seed, shares why fund I and II managers are uniquely compelling, and explores trends like concentrated portfolios, deep tech, defense tech, AI-native founders, and secondaries. Also, Sidley emerging companies lawyer Michael Podolny explains that rapid growth and complexity in AI-driven startups are driving demand for globally sophisticated legal advice from day one, with a particular focus on repeat founders, control, and tax optimization through QSBS planning. Highlights from this week's conversation include: Kelli's Journalism Roots and Early Fascination with Data (0:29) Moving from Finance to Tech and Startups at RPX (2:42) Building Data Infrastructure and Dashboards at Sandana (7:07) What People Mean by the “Sandana Model” and Relationship Focus (10:31) Why Funds Ones and Twos Are Special and How GPs Evolve Over Time (15:09) Why Late-Stage AI and Mega Rounds Don't Replace Early Stage Alpha (19:30) Sponsor Segment: Sidley's Work With AI and Sophisticated Startups (21:16) Tax Optimization and QSBS Considerations for Founders and Investors (24:49) KPIs That Matter: Revenue, Customer Quality, and Go-To-Market (28:40) How Changing Graduation Rates Affect Fund One and Fund Two Diligence (30:24) How to Think About Founder Secondaries vs GP Secondaries (34:54) Portfolio Management, Write-Offs, and the Real Role of Acqui-Hires (37:13) Treating Venture Like Public and Private Equity Segments (Small vs Mega) (40:05) Frustrations With AI Hype, FOMO, and Public Perception of Tech (43:50) Closing Remarks and Reflections on Macro Conversation (45:39) Cendana Capital is a venture fund-of-funds focused on investing in seed-stage venture capital firms and partnering with managers at the earliest stages of company formation. The firm is one of the most active LPs dedicated to the seed ecosystem, with a focus on identifying and supporting differentiated early-stage venture managers. Learn more at www.cendanacapital.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

Buying the dip can look smart until the market keeps falling. Matt Deaton discusses emotional investing, market trends, inflation, interest rates, and the uncertainty surrounding midterm election cycles. He explains why disciplined portfolio management involves more than chasing headlines or popular investments and examines how changing economic conditions may affect retirees. The conversation also highlights the value of a late-summer financial review as tax planning and year-end decisions begin moving into focus. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Today for "Agent Dispatch #2":-- Portfolio management has always been about making sense of complexity. You take a large universe of assets, filter for relevance, monitor risk, and try to stay aligned with a goal. That process has traditionally required a lot of manual judgment, a lot of research, and a lot of ongoing maintenance. Agentic indexes change that structure. At a basic level, an index is a way to group assets around a thesis, a strategy, or a rule set. But once you introduce agentic systems, the index stops being a static container and starts becoming something more dynamic. It can adapt, update, monitor, and even act on its own logic in response to new information. That is a significant shift. Instead of treating portfolio construction as a one-time allocation decision, agentic indexes make it possible to think of the portfolio as a living system. One that can ingest signals, adjust exposure, rebalance according to constraints, and reflect a more continuous view of the market. This matters because most investors do not have the time, bandwidth, or infrastructure to track every relevant variable manually. In practice, they rely on summaries, dashboards, and periodic reviews. Agentic indexes introduce a different model: one where intelligence is embedded directly into the structure of the portfolio itself. That can change several things at once. It can make thematic exposure more precise. It can reduce the lag between signal and action. It can help users express a thesis in a more automated and repeatable way. And it can make portfolio management feel less like a series of disconnected decisions and more like a governed process. There is also an important behavioral angle here. People often struggle not because they lack conviction, but because they lack a mechanism that turns conviction into action. Agentic indexes can help bridge that gap. -- [ More in the episode ]-- The podcasts are authored, edited and produced by Raph Grieco (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠raphael-grieco.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠olivecapital.vc⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠).

Andrea Hippeau is Head of Portfolio Management at Lerer Hippeau, an early stage venture firm based in New York. She has been at the firm for twelve years and recently moved into this role from Partner, shifting her focus from sourcing new deals to supporting the existing portfolio at scale. Lerer Hippeau invests at pre-seed and seed, leads rounds, and writes checks between one and four million dollars.This is Andrea's second appearance on VC10X, and a lot has changed since the last one.We get into what Series A investors are actually screening for now (hint: it isn't revenue), why AI efficiency is pushing some companies to raise more instead of less, the founder trait Andrea says has quietly overtaken sales, why Lerer Hippeau runs 70 to 75 percent enterprise despite its consumer reputation, and what twelve years of investing taught her about patience.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe talk about:- What Series A investors actually screen for now, and why an exceptional team can raise with no revenue- The efficiency paradox: AI lets you do more with less, so why are companies raising more?- Why Lerer Hippeau runs 70 to 75 percent enterprise despite its consumer reputation- Storytelling replacing sales as the founder trait that predicts everything else- Why a Partner deliberately stopped chasing deals after twelve yearsConnect with Andrea:LinkedIn: https://www.linkedin.com/in/andrea-hippeau-64658227/Lerer Hippeau: https://www.lererhippeau.com/Connect with Prashant Choubey:LinkedIn: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10XSubscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comTimestamps:(00:00) - Teaser: The Changing Landscape of Venture Capital(01:58) - The Evolving Bar for a Series A Investment(04:36) - How AI is Redefining Compounding Growth in Startups(06:02) - Lerer Hippeau's Investment Focus: From Consumer to Enterprise(08:05) - Why AI Makes Consumer Brands a More Exciting Investment(10:03) - The Double-Edged Sword of AI on Startup Funding Needs(12:29) - The Impact of AI on Paid Advertising and Customer Acquisition(15:51) - Balancing Portfolio Support and Sourcing New Deals in a New Role(18:05) - Using AI to Manage Portfolio Data at Scale(20:30) - The Shifting Profile of a Modern Founder(21:58) - Sourcing Growth Capital for Consumer Brands Today(25:06) - The Dangers of the Venture Capital Hype Cycle(27:07) - What Founders Need the Most Help With (But Don't Always Ask)(30:36) - Why Storytelling Has Replaced Sales as the Most Important Founder Trait(32:18) - What Makes a Compelling Founder Story?(34:30) - Startups vs. Incumbents: The Battle for the Workflow Layer(36:43) - Regulated Sectors Ripe for Disruption(39:21) - Evolving the Investment Decision Process in the Age of AI(43:13) - Are Big Tech's AI Investments Boosting Startup Productivity?(46:27) - How a Decade in VC Shapes Investment Instincts(49:45) - Strategies for Seed Investing: Go Early, Be Contrarian, or Be Flexible(52:12) - Rapid Fire Round

In this episode, Ricardo discusses rework, one of the most damaging yet invisible costs in projects. Rework occurs when presentations, software, proposals, plans, or decisions must be redone because expectations, requirements, or responsibilities were unclear. Although teams appear busy, they may simply be returning to a point they believed they had already reached—paying multiple times for a result. The later an error is discovered, the greater its impact, which shows that speed does not always mean efficiency. Ricardo highlights avoidable rework caused by haste, poor communication, ambiguous decisions, weak planning, and unvalidated requirements. He suggests measuring not only completed work, but also how much had to be repeated. True efficiency means transforming effort into results with minimal waste. Want to know more? Tune in to the podcast!

Neste episódio, Ricardo aborda o retrabalho, um dos custos mais prejudiciais e, ao mesmo tempo, invisíveis em projetos. O retrabalho ocorre quando apresentações, softwares, propostas, planos ou decisões precisam ser refeitos porque expectativas, requisitos ou responsabilidades não estavam claros. Embora as equipes pareçam ocupadas, elas podem estar simplesmente retornando a um ponto que acreditavam já ter alcançado — pagando várias vezes pelo mesmo resultado. Quanto mais tarde um erro é descoberto, maior é o seu impacto, o que demonstra que velocidade nem sempre significa eficiência. Ricardo destaca o retrabalho evitável causado por pressa, comunicação deficiente, decisões ambíguas, planejamento fraco e requisitos não validados. Ele sugere medir não apenas o trabalho concluído, mas também a quantidade de trabalho que precisou ser repetida. A verdadeira eficiência consiste em transformar esforço em resultados com o mínimo de desperdício. Mergulhe no assunto e ouça o episódio completo!

Welcome to Bond Investment Mentor! In this episode, Chris examines the difference between "portfolio managers" and "bond collectors." He also discusses how to tell the difference, and how it's the most important step you can take to effective investment management. In this episode: Market update (2:00) Portfolio managers vs. bond collectors (4:18) What makes your institution's investments a portfolio? How a portfolio works as a system How bond collections happen The accumulation process & the "drift" 3-question portfolio management gut check Creating a portfolio management framework with help from Nelson Capital Advisors (Learn More)  (24:24) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

Welcome back to the Alt Goes Mainstream podcast.We sat down with Mike Trihy, Head of Portfolio Management for the Venture Growth Evergreen strategy at Wellington Management.We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin.With Prosek Partners and former Bloomberg TV journalist Deirdre Bolton as my producer, along with her team, we took over a Tiny Space cabin to hold big conversations with some of the industry's leading alternative asset managers.Wellington Management has a rich heritage as an independently owned asset manager. The firm, which has taken a research-driven approach and long-term thinking to active management in public markets and, increasingly, in private markets, is nearing its 100-year anniversary. Wellington has grown to over $1.3T in AUM and is the largest sub-advisor in the world.Mike joined from Bow River Capital to run Wellington's Venture Growth Evergreen strategy, which will focus on direct growth and venture investments, secondaries, and select fund investments. Mike brings deep expertise in the evergreen fund management space, co-founding and scaling Bow River's evergreen private markets platform and working as a portfolio manager at evergreen pioneer Partners Group.Mike and I had a fascinating discussion about the current state of evergreen funds and the venture and growth investing market. We covered:The evolution of evergreen private markets funds.The convergence of public and private investing.Lessons learned from building and managing evergreen funds at Partners Group and Bow River.The importance of portfolio construction, liquidity planning, and evergreen fund operations.Which firms are well-positioned to run and manage evergreen funds?Partnerships in asset management.How the market may shake out and why structure must match the asset, the client, and the liquidity terms. LP composition, evergreens vs. drawdowns across wealth and institutions, and the role of partnerships. What the potential wave of mega IPOs could mean for DPI, exits, and private market fundraising.BioAs lead portfolio manager for the Venture Growth Evergreen (“VGE”) strategy, Mike is responsible for overall portfolio construction and allocation of capital across direct growth and venture investments, secondaries, and select fund investments. He also oversees risk management, liquidity management, and cash flow forecasting for the evergreen fund.Prior to joining Wellington Management in 2025 Mike was a portfolio manager at Bow River Capital, where he co-founded and scaled their evergreen private markets platform while overseeing the fund's investment activity across multiple private markets asset classes. Prior to Bow River, he was a portfolio manager at Partners Group where he was responsible for portfolio construction and asset allocation for evergreen products and custom separate account mandates. He started his investment career at wealth-focused listed private equity firm Red Rocks Capital.Mike graduated from the University of Colorado with a degree in finance, and he is a CFA and CAIA charterholder.Thanks, Mike, for sharing your wisdom, expertise, and perspectives on private markets and evergreen funds.Show Notes00:00 Live from SuperReturn Berlin00:12 Meet Mike Trihy02:06 Defining the Perfect Evergreen02:27 Evergreen vs Drawdown DNA02:42 Deal Flow Isn't Everything03:01 Portfolio Construction Focus03:20 Cashflow Planning Mindset03:33 Operations and Valuations03:47 Sales and Flow Forecasting04:03 Regulation and Complexity04:11 Fiduciary Growth Discipline04:46 Do Firms Have the Toolkit05:20 Scale vs Boutique Nuances05:42 When Bottom Up Fails06:18 The Deal Flow Constraint06:44 Should There Be More07:00 Shakeout and Quality Wins08:07 No One Best Wrapper08:28 Matching Assets and Clients09:43 LP Mix and Herding Risk11:34 Evergreens Future in Wealth13:21 Public Markets DNA Advantage14:56 Partnerships and Mega IPOs17:07 Private Markets Stay Private18:52 DPI and Exit Wave Impact20:17 Public vs Private Valuations22:21 What Happens Faster Slower24:08 Closing

The “Henssler Money Talks” hosts discuss one of the most common challenges investors face: balancing competing priorities like income, growth, downside protection, and liquidity. We look at the tradeoffs behind every investment decision, why you can't compare your portfolio to the benchmark, and your asset allocation really needs to start with your financial plan.Original Air Date: August 1, 2026Read the Article: https://www.henssler.com/portfolio-tradeoffs-there-is-no-unicorn-investment 

What if the most valuable part of your retirement plan isn’t your portfolio, but the person helping you navigate it? In this episode, Jim Fox explains why successful retirement planning is about more than picking investments. He discusses the importance of ongoing reviews, tax planning opportunities, managing risk as markets change, and having an advocate who can help keep emotions from driving major financial decisions. Jim also shares why retirement planning should be an evolving process, not a set-it-and-forget-it strategy, and how regular conversations can help uncover opportunities and address concerns before they become bigger issues. Ready to connect with Jim today? Get some Financial Straight Talk! Follow us on social media: YouTube | FacebookSee omnystudio.com/listener for privacy information.

HP has unveiled one of its most expansive collaboration announcements in years at InfoComm 2026 – spanning headsets, video conferencing hardware, intelligent cameras, and a platform play that reframes how IT teams think about meeting room management.At the heart of it all is a concept Greg Baribault, VP of Product and Portfolio Management, calls ambient technology. “We want the conference controller, the microphones, the displays and cameras to just disappear,” he explains.“The room makes smart decisions so people can focus on what they're there to do – have a meeting, have a discussion, have impact.”That vision is being driven by AI across the entire portfolio. On the software side, HP is integrating Poly Lens into its Workforce Experience Platform (WXP) – a move designed to shift the conversation for IT from device management to workforce productivity. Room Visualiser AI exemplifies the ambition: walk into a space, take a few photos, and the platform detects room dimensions, chair count, window placement and recommends the right camera and microphone setup automatically.On the hardware side, the new Studio Room Compute brings a Windows-based MTR and Zoom Rooms system built specifically for integrators, complete with magnetic backplane, colour-coded ports, and a 50 TOPS NPU for edge AI processing. Alongside it, VideoOS 5.1 introduces DirectorAI – multi-camera switching that tracks where participants are looking in real time, ensuring the right face is always in frame.But perhaps the announcement Baribault is most eager to talk about is the Poly Focus 6 headset series. Lightweight, foldable, with swappable ear cushions and a discreet boom mic, it's designed to look as good on camera as it sounds. “It's beautiful,” he says simply. Hard to argue.With WXP managing devices across multiple vendors and AI embedded at every layer, HP's message at InfoComm is clear: the era of fiddling with meeting room tech should be over.

In this episode, Ricardo explains that projects are promises about a future often experienced by people other than those who originally approved or delivered them. He argues that organizations tend to exaggerate benefits, minimize long-term costs, and focus on schedules, budgets, scope, and acceptance instead of verifying whether promised outcomes materialize. Ricardo highlights the imbalance between those who gain visibility by making promises, those pressured to execute them, and those left to operate solutions and face their consequences. He offers three recommendations: involve the people who will inherit the project from the beginning, document promised benefits as carefully as deliverables, and extend accountability beyond project closure. Ultimately, he says projects must create the future used to justify their existence. Listen to the podcast to learn more!

Neste episódio, Ricardo explica que projetos são promessas sobre um futuro frequentemente vivenciado por pessoas diferentes daquelas que os aprovaram ou entregaram originalmente. Ele argumenta que as organizações tendem a exagerar nos benefícios, minimizar os custos de longo prazo e concentrar-se em cronogramas, orçamentos, escopo e aceitação, em vez de verificar se os resultados prometidos realmente se concretizam. Ricardo destaca o desequilíbrio entre aqueles que ganham visibilidade ao fazer promessas, aqueles pressionados a executá-las e aqueles que ficam responsáveis ​​por operar as soluções e arcar com suas consequências. Ele apresenta três recomendações: envolver desde o início as pessoas que herdarão o projeto, documentar os benefícios prometidos com o mesmo cuidado dedicado às entregas e estender a responsabilidade para além do encerramento do projeto. Em suma, ele afirma que os projetos devem criar o futuro usado para justificar a sua própria existência. Escute o podcast para saber mais!

In this episode, Ricardo reflects on reactions to his newsletter about project management in the age of AI. He stresses that he is not predicting the future but encouraging professionals to question assumptions and prepare for rapid change. Although some readers considered his views alarmist, he argues that learning AI carries little downside: even if its impact is smaller than expected, new skills remain valuable. However, ignoring AI could be risky if organizations continue redesigning structures, PMOs, governance, roles, and teams. Ricardo believes project management will not disappear, but it will evolve significantly. His central concern is helping younger professionals remain relevant, adaptable, and responsible for their choices in a world changing faster than ever before through continuous learning and reflection. Listen to the podcast to learn more!

Neste episódio, Ricardo reflete sobre as reações à sua newsletter sobre o gerenciamento de projetos na era da inteligência artificial. Ele ressalta que não pretende prever o futuro, mas incentivar os profissionais a questionarem certezas e se prepararem para mudanças rápidas. Embora alguns leitores tenham considerado suas opiniões alarmistas, ele argumenta que aprender sobre IA apresenta poucas desvantagens: mesmo que seu impacto seja menor do que o esperado, as novas competências continuarão valiosas. Entretanto, ignorar a IA pode ser arriscado se as organizações continuarem reformulando estruturas, PMOs, governança, funções e equipes. Ricardo acredita que o gerenciamento de projetos não desaparecerá, mas evoluirá significativamente. Sua principal preocupação é ajudar profissionais mais jovens a permanecerem relevantes, adaptáveis e responsáveis por suas escolhas. Escute o podcast para saber mais!

Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage investment duration systematically. In this episode: Market & Fed update (2:15) Changing Fed communications (4:29) Managing portfolio duration (10:19) The two definitions of duration Why managing investment duration matters Setting duration targets & portfolio management techniques Helping institutions with investment strategy development (Learn More)  (32:54) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let's Connect via Social Media! LinkedIn: Christopher Nelson, CFA Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

In this episode, Ricardo reflects on how many project managers have shifted from managing projects to merely reacting to urgent matters. Their daily routines are consumed by meetings, messages, emails, and immediate issues, creating a sense of heavy workload but little actual progress. According to him, managing projects means reducing uncertainty, whereas managing anxiety amounts to nothing more than reacting to chaos. Artificial intelligence has accelerated operational tasks but also raised expectations for instant responses, thereby intensifying anxiety within organizations. In this context, the project manager's role becomes even more critical: establishing priorities, shielding the team from false urgencies, creating predictability, making decisions, and instilling confidence. Listen to the podcast to learn more about!

Neste episódio, Ricardo reflete sobre como muitos gerentes de projetos deixaram de gerenciar projetos para apenas reagir a urgências. A rotina é consumida por reuniões, mensagens, e-mails e problemas imediatos, gerando a sensação de muito trabalho, mas pouco progresso real. Segundo ele, gerenciar projetos significa reduzir incertezas, enquanto gerenciar ansiedade significa apenas reagir ao caos. A inteligência artificial acelerou tarefas operacionais, mas também aumentou a expectativa por respostas instantâneas, intensificando a ansiedade nas organizações. Nesse contexto, o papel do gerente de projetos torna-se ainda mais importante: estabelecer prioridades, proteger a equipe de falsas urgências, criar previsibilidade, tomar decisões e transmitir confiança. Escute o podcast para saber mais!

In this episode, we sit down with Noel Sobelman, innovation advisor, portfolio management expert, and author of Innovation Portfolio Management: Linking Strategy to Execution to explore why many innovation strategies never translate into meaningful business results and what leaders can do to improve investment decisions, resource allocation, and innovation governance.During our time together, we discuss:Why innovation should be viewed as a spectrum of uncertainty rather than a single activityThe difference between core, adjacent, and exploratory innovationWhy annual planning cycles are no longer sufficient in today's environmentThe critical role portfolio management plays in connecting strategy to executionThe challenge of balancing short-term performance pressures with long-term growth investmentsImproving innovation outcomes through better resource allocation and creating separate governance approaches for core and exploratory innovationWhat world-class innovation portfolio management looks like in practiceHow benchmarking and maturity models help organizations identify capability gapsPractical strategies for overcoming resistance to change and creating lasting adoptionTo learn more from Noel:Connect with Noel on LinkedInOrder a copy of Innovation Portfolio Management: Linking Strategy to Execution  (Pre-order the book to receive immediate access to the e-book version before the official release.)

In this episode, Ricardo discusses the new PMP certification exam. He explains that updating the exam is a natural progression, as project management has evolved with artificial intelligence, agile methods, distributed teams, and new challenges. He highlights that the PMP exam has always prioritized the ability to analyze situations, make decisions, lead teams, and deliver value, rather than simply memorizing concepts. Ricardo also emphasizes that previous versions of the PMBOK® remain relevant because project management fundamentals stay the same, while only the context and tools evolve. His recommendation is to stay up to date without believing that all prior knowledge has lost its value. Listen to the podcast to learn more about!

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Post on X from Ryan Detrick on 7.1.26 - https://x.com/RyanDetrick/status/2072147268589813875 Chart from JPMorgan Asset Management's “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/ Chart From JPMorgan Asset Management's “Guide to Retirement” 2026 slide deck - https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/Article written by Jim Dahle on The White Coat Investor on June 9th titled “Great Reasons to have a Tax-Deferred Account” - https://www.whitecoatinvestor.com/tax-deferred-accounts/ Market Performance & Economic Insights — July market trends, midterm-year patterns (01:00)New "530A" Child Retirement Accounts — $1,000 government seed money for kids' IRAs (03:30)Retirement Spending Variability & Portfolio Management — spending fluctuations, stock allocation strategy (09:30)Tax-Deferred Accounts & Strategic Tax Planning — pre-tax vs. Roth, QCDs, medical deductions (18:00)Hosts:Mark McEvily - Chief Investment Officer and Managing PartnerMatthew Jessup – Chief Executive Officer, Chief Compliance Officer, and Managing PartnerAddress: 35 Park Ave. Dayton, OH 45419Phone: 937-938-9105 https://www.jessupwealthmanagement.com/Social Media: Facebook: @JessupWealthManagement LinkedIn: @JessupWealthManagement Twitter: @jessupwealth Instagram: @jessupwealth