Podcasts about Private bank

Developments in U.S. tariff policy suggest that, when markets have a strong reaction, the White House is prepared to change course, says the Private Bank's Global Chief Investment Officer, Christian Nolting. “Of course, this was denied by Washington, but I would be surprised if they really don't look at it,” he says, noting that this applies more to bonds than it does to stocks.In the week ahead, “the number I'm really watching out for on the macro side in the U.S. is, believe it or not, the nonfarm payrolls,” Christian says, adding that this is in part because the April jobs report will be the first data to hint at how the economy adjusted after tariffs entered the picture on April 2.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm's overall growth and management, with a focus on optimizing the client experience and delivering exceptional client service. He takes a leading role in fostering strategic relationships, business development, and team building. At Callan Family Office, Jack builds on his three-decade career of creating and building complex businesses.Prior to Callan Family Office, Jack served as president at Abbot Downing, Wells Fargo's ultra-high-net-worth business, where he oversaw the merger of legacy family office businesses, which ultimately accounted for more than $50 billion in assets under management. He also served as interim head of The Private Bank at Wells Fargo in 2021.In 2008, Jack joined Calibre, Wachovia's ultra-high-net-worth management business and a predecessor bank of Wells Fargo, where he served as the regional managing director in Philadelphia. Earlier in his career, he worked as the city executive for U.S. Trust in Philadelphia.Jack graduated from Saint Joseph's University in Philadelphia with a bachelor's degree in finance. He serves as vice chair of the board of directors for the Zoological Society of Philadelphia and was previously an executive advisor to the Wells Fargo Women's Team Member Network.

Tariff moves from the U.S. administration have continued to hold centre stage, and "it has been a very volatile period,” notes Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. "The baseline of what that means for the macro environment is still to be determined”, Deepak says. “The market is still in a wait-and-watch mode."Earnings season has gotten started in the U.S., and a policy decision is expected from the European Central Bank in the week ahead. But tariff concerns are likely to hold the limelight for the time being. "I expect the tariff situation to be an overhang on markets for some time.”

The Trump administration has rolled out its global tariffs and markets have slumped in response, but "it's our job to keep calm and invest in a very disciplined way", says Dr. Dirk Steffen, the Private Bank's EMEA CIO. "It's really important to focus on risk management these days", Dirk says, adding that diversification and potential hedges are hot topics.Earnings season is coming up, and minutes from the Federal Reserve's recent meeting are due in the week ahead, but corporate reports economic data could be drowned out by tariff headlines for now. "The next few weeks at least will be very volatile", Dirk says.

In this episode of The Power of the Ask, Jacqueline (JaQ) Campbell reveals her incredible story from a 16-year-old intern to a powerhouse wealth advisor. As founder and CEO of Alexander Legacy Private Wealth Management, she emphasizes the critical role of mentorship and is dedicated to empowering the next generation of financial leaders. Learn how her experiences have shaped her mission to create opportunities for women and people of color in the financial industry. Join us as we discuss:  Intern to Icon: Hear about JaQ's remarkable journey from a high school internship to leading a multi-billion-dollar investment team. The Power of Mentorship: Learn how mentors shaped her career and why she's passionate about mentoring the next generation of advisors. Advancing Future Leaders: Explore her mission to create opportunities for women and people of color in the financial industry. Building Generational Wealth: Gain insights into strategies for sustaining and growing wealth for future generations. Navigating the Future of Finance: Understand the importance of human connection and personalized advice in an increasingly AI-driven world. The Importance of the Ask: Learn why JaQ, like all our guests, believes asking for what you want and deserve is crucial for financial success. More About Jacqueline “JaQ” Campbell: Her professional background began in 1993 as a high school intern for Comerica's Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management, and now leads Alexander Legacy Private Wealth Management, as Founder, CEO and Senior Wealth Advisor, where her mission is to advance the next generation of advisors and investors in wealth management. JaQ holds her bachelor's degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 63 & 65 securities registrations. Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInJacqueline “JaQ” Campbell's LinkedIn

Como é liderar o segmento Private do Itaú? Quais são as oportunidades à frente?Neste episódio, convidamos Fernando Beyruti, head global do Itaú Private Bank, para conversar sobre sua carreira, os aprendizados e desafios que enfrentou em mais de 20 anos no Itaú, além de, claro, compartilhar mais sobre o seu dia a dia à frente do maior Private Bank do Brasil.Spoiler: a importância das pessoas, a evolução da tecnologia e o foco em desenvolver suas habilidades intelectuais foram pauta por aqui.

The private bank is standing by its positive market outlook for the next 12 months, and "it will be an earnings-driven market", says Dr Dirk Steffen, the Private Bank's EMEA CIO. Double-digit earnings growth remains a possibility and, while major U.S. stock indices have recently entered correction territory, Dirk says the U.S. economy ought to "regain some footing" after its recent soft patch.Meanwhile, a Federal Reserve policy decision is due this week and, even after a recent softening of U.S. inflation figures, Dirk does not expect the central bank will move quickly to bring down interest rates. "We remain in the camp of higher for longer.”For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Much of the recent market volatility can be attributed to the wave of on-again-off-again tariff threats from the U.S., which "always result in a big risk-off knee jerk", says Stefanie Holtze-Jen, the Private Bank's APAC CIO. But she notes that while we see China retaliating with tariffs of its own, "it looks very much like they want to negotiate, rather than escalate."The week ahead “will not be boring”, Stefanie says, as we will receive a wealth of data, including Chinese producer and consumer prices. On the tariff front, she notes that Chinese retaliatory tariffs on U.S. agricultural goods are due to take effect, and a deadline is approaching for the U.S. to apply tariffs on some European Union metals.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

The Federal Reserve's preferred inflation gauge inched down at the end of last week, but "the main topic remains, for me, inflation", says the Private Bank's global Chief Investment Officer, Christian Nolting. Prices are still rising more quickly than the central bank would like. Still, "the good news is this came in line with expectations of the market", Christian says.Meanwhile, Christian considers the reasons that European stock indexes have outperformed their U.S. counterparts this year. And in the week ahead he says he'll be watching U.S. nonfarm payrolls, the European Central Bank's policy decision, and China's National People's Congress.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

What innovation is being seen in Islamic investment and wealth management to develop new products, grow customer bases and build brands, and how is technology being deployed? What is the potential for Waqf investment funds and what has already been achieved in the region? How are Waqf investment funds structured and how will these funds contribute to sustainable development?Moderator:Vineeta Tan, Director, REDmoney and Managing Editor of IFN InvestorPanelists:Ebrahim Moolla, Head of Islamic Private Capital, NumeralDr Imran Lum, Head of Islamic Finance, Business & Private Bank, National Australia BankMax Garvey, Founder and CEO, Epicenter LabsThamer Al Shahry, Partner, SASLO

The stock market's ongoing strength in the face of geopolitical instability "is really driven by the fact that the economy is still quite resilient", says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas, pointing to solid labour markets and strong economic growth. "It seems we're in a good spot.”Earnings reports from the fourth quarter have also provided plenty of reasons for optimism. "Banks are doing well, which is important to providing liquidity to markets”, Deepak says, adding that technology megacaps showed impressive earnings growth. Still, Deepak notes that the 2025 outlook for earnings and revenue growth are somewhat subdued. And U.S. interest rates may not come down much this year, if at all: “Almost every Fed speaker has said that the bar is too high for them to cut rates, primarily driven by inflation concerns.”For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

A recent uptick in U.S. inflation has lowered expectations for softer Federal Reserve policy ahead – a situation that could continue to support the US dollar, but for other countries could “bring the local currency under pressure”, says Stefanie Holtze-Jen, the Private Bank's APAC CIO. There are “challenges that come from this type of backdrop.”Stefanie notes that China recorded "robust consumption trends" during the Chinese New Year holiday period, including higher retail sales, services consumption, and travel. She also says that consumer sentiment there is stabilising as international investors have been re-evaluating the country's tech sector following successes in artificial intelligence.For more investing insights, please visit deutschewealth.comIn Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

A strong fourth-quarter earnings season so far "comes just as the right time, because we have so many things to deal with on the political side and a lot of uncertainty about future economic developments,” says Dr. Dirk Steffen, the Private Bank's EMEA CIO. “It's more than welcome that we are presented with company results that I would say are quite encouraging.”A big source of uncertainty however is the new U.S. tariff agenda, Dirk says, because of its halting start and the difficulty of calculating how it may affect company supply chains.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Markets had a bumpy week amid competitive shifts in the artificial intelligence sector. But that is not necessarily a bad thing, says the Private Bank's Global Chief Investment Officer, Christian Nolting. "If we find more efficient solutions, that's better from a productivity growth perspective," Christian says, "but of course, when it starts, it causes volatility in some sectors."The Bank of England could deliver a rate cut in the week ahead. U.S. non-farm payrolls and eurozone inflation figures are also among the critical reports to watch.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

In this week's PERSPECTIVES Weekly podcast, the Private Bank's Chief Investment Officer for the Americas, Deepak Puri, reflects on what has been an historic and eventful past week with the new U.S. president taking office. He also outlines what investors should keep on their radar in the context of U.S. politics over the coming months.Looking into this week, Deepak provides key insights on the upcoming central bank meetings with the Federal Open Market Committee (FOMC) and European Central Bank (ECB) set to meet, and elaborates on what to look out for with the earnings season in full swing. For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

In this week's Perspectives Weekly Investment Outlook podcast, the Private Bank's Chief Investment Officer in APAC, Stefanie Holtze-Jen, discusses two elephants in current investment markets: China's growth and how U.S. tariffs are expected to play out in the Asia region.Stefanie says Asia's economies are growing more quickly than developed economies and helping to drive global growth. She provides her analysis of China's three-pillar approach to economic management, what it means for Chinese equities, and how China is preparing for U.S. tariffs.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Bond markets have kicked off 2025 with “a significant spike in yields, and this is now firmly on investors' minds,” says Dr Dirk Steffen, the Private Bank's EMEA CIO. “Bonds have to be managed very actively.” The bond volatility has been particularly pronounced in the U.K., but Dirk says that the situation there is probably not as severe as the crisis in 2022.Meanwhile, earnings season kicks off in earnest this week, with a group of results from major U.S. banks. "Elevated yields could be a nice tail-wind” for the banks, Dirk says, and “let's not forget about buybacks,” which could also be supportive. Communications services, financials, IT, and consumer discretionary are all sectors that are likely to show strong earnings growth.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

The Federal Reserve is expected to deliver an interest-rate cut this week, but markets may not get as many U.S. rate cuts in 2025 as they anticipate, says the Private Bank's Global Chief Investment Officer, Christian Nolting. "We do not expect the Fed to cut massively in 2025,” Christian says.U.S. retail sales figures will be important to watch in the week ahead, because “It's a very consumer-oriented economy,” Christian says. Markets will also be on alert for a read on U.S. GDP.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2024 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

A somewhat mixed U.S. jobs report has boosted expectations for an interest-rate cut at the Federal Reserve's last policy meeting of the year, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. “Given the fact that the unemployment rate went up, the Fed can easily rationalise another rate cut,” Deepak says. Historically, December has tended to be a good month for the S&P 500, and Deepak says there's no reason that this year should be any different. “I would not be surprised if we added on a bit more from now until the year-end.”For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2024 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Lauren Sanfilippo, senior investment strategist for Bank of America Merrill and Private Bank, says that the market has reached highs on the backs of a few stocks, but that it is now rotating away from those popular trades. That will reward investors who stay balanced and diversified as the market broadens out next year, moving away from the Magnificent Seven stocks and a few names driving results to rewarding more companies with solid balance sheets in sectors from defense to technology, industrials and more. Todd Rosenbluth, head of research at VettaFi, makes a short-duration, actively managed fixed-income fund his ETF of the Week. WalletHub analyst Chip Lupo, discusses the site's research into how average rates on department-store credit cards have popped to roughly 33 percent, but also how consumers looking to deferred interest deals wind up paying more because they don't understand how the programs work. Plus, Chuck answers a listener's question about paper stock certificates.

December 3, 2024 ~ Jason Tinsley, Vice Chair at JP Morgan's Private Bank in Detroit-Birmingham joins Paul live from the Masonic Temple for the Detroit Economic Club meeting.

COP29, this year's iteration of the UN's annual climate-action conference, took place in Baku, Azerbaijan, and much of the conversation was about the cost of addressing the crisis. “Let's be blunt. The simple answer is: A lot,” says the Private Bank's ESG CIO, Markus Müller, noting that some estimates suggest the world needs to spend $200 trillion between now and 2050.But there were also points of optimism. "Climate finance has been very resilient in recent years," Markus says, "and in some areas we are making real progress." He also explained why it has been so important to bring developing and emerging economies into the conversation. "They are at the front line of climate change, and they are suffering the effects."For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2024 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Markets have been on the rise since the U.S. election, a mood that the Private Bank's Chief Global Investment Officer, Christian Nolting, described as “euphoria” – though he said it may start to temper. “The discussion about austerity is probably gone for the time being,” and that could be inflationary and send longer-term yields higher, Christian says. “We do not expect yields to go massively lower from here.”Meanwhile, third-quarter earnings season is mostly complete, though there are still some major names left to report. “If companies continue to deliver on the earnings, that could justify higher index levels,” Christian says. In the week ahead, he says he'll be keeping an eye on whether U.S. services PMIs remain in growth mode.For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2024 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Donald Trump secured his victory in the U.S. presidential race, and stocks subsequently jumped. That is in part because of the speed at which the result became clear, says Deepak Puri, the Private Bank's Chief Investment Officer for the Americas. “The elections were a risk event. Elections bring uncertainty, but the memory of 2020 was quite vivid in the investor's psyche,” Deepak says. “The fact that we have a result very quickly has created this relief rally.”The Federal Reserve also delivered an interest-rate cut, and noted that inflation is now closer to its target level. “The Fed will go where the data leads us” at its next meetings, Deepak says. But markets are likely to remain attuned to the political landscape, as the Biden administration manages its last months and the new Trump administration comes into sharper focus. “The repercussions of the elections are going to be with us for some time to come.”For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2024 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

The U.S. election this week sits on a knife's edge, and it “might have significant importance for sector allocations going forward for the next few years”, says Dr. Dirk Steffen, the Private Bank's EMEA CIO. “The market will price in quite a few things once we get the results.” But politics aren't the only matter on the agenda. The Federal Reserve will also make another decision on interest rates, and third-quarter earnings season remains in full gear. We are “coming out on the busiest week for earnings in the U.S., and the results have been quite convincing”, Dirk says. “I think the soft landing is clearly the base case.”For more investing insights, please visit deutschewealth.com In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk. The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2024 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.In this episode, Sam Heshmati and Vince Timoney from Citizens Private Bank stop by to talk about all things venture banking and how the industry is recovering from the 2023 regional banking crisis.Sam and Vince, both of whom have extensive experience in the banking sector, share their insights on the challenges faced during this period, including the impact on startups and venture funds. They also discuss the significant changes in the banking industry since the crisis, such as the increased cost of capital, the fragmentation of fund banking services, and the shift in how banks serve emerging managers and venture capital firms.The conversation provides a detailed look at the current landscape of banking for the venture ecosystem and how Citizens Private Bank is positioning itself to help clients navigate these challenges.About Sam Heshmati:Sam Heshmati is an Executive Managing Director at Citizens Private Bank, heading the emerging VC and innovation practice. Previously, he co-founded and led programs serving the VC and tech community, cultivating and managing relationships with some of the nation's top emerging managers, accelerators and entrepreneurs at the former First Republic Bank. He has over 21 years of experience in the technology ecosystem, serving clients not only as a banker, but as trusted partner with the expertise needed to help navigate important decisions within this space. Over his career, he has worked with more than 1000 early-stage VC firms and several thousand venture-backed startups. Prior to joining First Republic Bank in 2012, he spent 10 years as a tech banker at Silicon Valley Bank and Square 1 Bank. He earned a bachelor's degree from San Jose State University.About Vincent Timoney:Vincent Timoney is a Senior Managing Director at Citizens Private Bank, serving the fund finance and innovation economy nationwide. He has more than 12 years of experience working with VCs in business development, sales, lending and relationship management roles within the venture capital and technology ecosystem.In this episode, we discuss:(01:34) The evolving importance of banking, especially after the events of 2023.(02:16) Banking Crisis of 2023 triggered by the collapse of Silicon Valley Bank and First Republic Bank.(04:00) The impact of Silicon Valley Bank on the venture ecosystem and the rapid sequence of events leading to its downfall.(07:00) How the banking industry has changed post-crisis, focusing on client expectations and digital banking.(08:30) The increase in players in fund banking and the rise in cost of capital.(12:00) Sam and Vince explain their journey of joining Citizens Private Bank, focusing on safety, stability, and continuing their work in the sector.(18:00) Challenges faced by emerging managers, including capital call lines and banking needs.(22:12) The importance of a seamless digital experience.(28:16) Explanation of management company lines and their use by emerging managers.(31:00) Advice for emerging managers on managing financial challenges and understanding the economics of running a fund.(34:00) How technology and APIs are used to enhance banking services and integrate with third-party providers.(38:00) Importance of offering personalized banking experiences tailored to individual client needs.(40:00) Value-added services and why banks offer advisory support and strategic guidance.(45:10) The long-term commitment required to build a successful banking franchise in the venture ecosystem.I'd love to know what you took away from this conversation with Sam and Vince. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Dave Specht is the Director of the Drucker School Global Family Business Institute. His professional mission is to, Preserve Families and Perpetuate Businesses. He is the author of, “The Family Business Whisperer” and thought leader on topics surrounding generational continuity of businesses and family wealth. Prior to his current role, he trained 2,500 top advisors/bankers at a Private Bank on family dynamics and generational wealth issues. Dave is the creator of the Certificate in Advising Family Enterprises and the co-creator of The Generational Wealth Masterclass with Jay Hughes. Prior to his work at the bank, he founded Advising Generations, a consulting firm and established the Family Business Management program at the University of Nebraska. Dave lives in Washington state with his wife and 6 children. Takeaways The upbringing of individuals significantly shapes their relationship with money and business ownership. Ownership mentality can be cultivated and is essential for future generations. Family businesses often have a longer-term view compared to publicly traded companies. Transparency and communication are crucial for the success of family businesses. Spouses play a vital role in the dynamics of family businesses and should be included in decision-making. Wealth should be redefined to encompass well-being and qualitative capitals, not just financial capital. Gratitude, goals, and grit are essential values to instill in children raised in wealthy families. Successful family businesses often have a clear purpose beyond just making money. The transition of family businesses can be emotional and requires careful planning. Empathy is crucial for advisors working with families in transition. Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

In deze aflevering: Uit de Knack-enquête blijkt dat steeds meer jongeren gaan lezen. Standaard Boekhandel speelt daarop in. Edmond De Rothschild opent nu ook een kantoor in Gent. De Zwitserse vermogens-beheerder heeft al twee kantoren in ons land, maar wil zich nu specifiek richten op rijke ondernemers en particulieren uit West- en Oost-Vlaanderen. In het beursgesprek is er aandacht voor de spannendste rentevergadering van de Federal reserve in zeer lange tijd. Over de eerste marktreactie brengt Tom Simonts beursexpert van KBC verslag uit. En Karel Volckaert van denktank Itinera heeft het over de totale-factorproductiviteit in België. 

Joe Quinlan, head of market strategy for Merrill and Private Bank, Bank of America, says that he expects the stock market to show better breadth in 2025, with other stocks picking up slack for the Magnificent Seven stocks, which he thinks will keep growing but at much slower rates. He notes that "the U.S. economy continues to defy expectations," and as long as that continues — and he is optimistic that it will, unabated by whatever happens in the presidential election — he will keep advising investors to buy the dips, favoring high-quality dividend payers. David Trainer, president of New Constructs, puts Sunrun back in the Danger Zone, noting that the stock has outperformed as a short since it was first singled out in 2022, but that a recent bounce-back has simply set it up for the next fall as the company runs out of money. Jerry Parker of Chesapeake Capital Corp. — one of the original Turtle Traders, a ground-breaking group of commodity traders from the 1980s — talks trend-focused investing in the Market Call, and Chuck answers a listener's question about why shares in Trump Media and Communication stock were halted on Friday, and whether the move might have had political motivations.

This year marks Investec's 50th anniversary. What began as a small leasing and finance business at 55 Fox Street in Johannesburg has grown into a leading international bank and wealth .  Cumesh Moodliar,  CEO of Investec Bank explains to Mothe Khoaripe how the business remained strong through turbulent times.   See omnystudio.com/listener for privacy information.

Sam Heshmati of Citizens Private Bank (https://www.citizensbank.com/homepage.aspx) discusses their tailored banking solutions and high-touch service. Find out why Kruze Consulting is one of the leading accounting firms in San Francisco and the US, serving funded, early-stage companies. Kruze clients have raised over $15 billion in venture capital and seed financing, and our research and development tax credit (https://kruzeconsulting.com/research-and-development-tax-credit-us) work has saved clients millions of dollars in burn rate and payroll taxes. Contact Kruze to learn more.

On this week's episode of Merryn Talks Money, Peter Kinsella, global head of FX strategy at Union Bancaire Privee Ubp SA, joins host Merryn Somerset Webb to explain the bullish case he and his team are making for the UK. Earlier this year, UBP opened an initial allocation towards Britain, a first for the Swiss private bank. See omnystudio.com/listener for privacy information.

Listen to learn how Cristiane is working at a systems level to strengthen the philanthropic sector in Brazil as she builds strong partnerships with grantees based on trust and deep listening. Cristiane has a Law Degree from Mackenzie University, a Masters in Banking Law from IBMEC-SP, with specializations in Private Bank from IBMEC-SP and Corporate Law from Getúlio Vargas Foundation, she also completed the Impact Investing Program at the CSP - University of Zurich. She has practiced Law for the São Paulo Stock Exchange, at BBA Creditanstalt Bank and at the Consenso Family Office, and has worked as Wealth Planning and Legal Superintendent at the Private Bank, Capital Markets and Corporate departments of Itaú Unibanco Bank. Furthermore, she was a partner at the banking department of Law Firm Veirano Advogados, has been the COO of Pedro Alberto Fischer Single Family Office, and founded BEJA Institute in 2021.See omnystudio.com/listener for privacy information.

In this episode we spoke with Paul Richardson. Paul has spent over 20 years working at HSBC, and is now the Client Experience Director for Private Bank.  Paul explained why customer advocacy is such an important growth driver for HSBC and how they're using customer insights to inform product and service developments.During our chat, Paul also discussed how they've added a more human element to customer feedback surveys, and more broadly, how businesses can strike the balance between a human led vs digital experience.  Hosted by Ausha. See ausha.co/privacy-policy for more information.

Elaine Agather is Chairman of the Dallas Region for JPMorgan Chase & Co. She also serves as the Central Region Head and Managing Director of The Private Bank at J.P. Morgan. Elaine joined Chemical Bank of New York in 1979, working in London, San Francisco, and New York until she relocated to Dallas in 1984. After the 1986 merger of Chemical Bank and Texas Commerce Bank, Elaine was promoted to Chairman of Texas Commerce Bank in Fort Worth in 1992 and joined the Private Bank to manage client advisory groups across the state in 1997. In 1999, she was elected Chairman and CEO of Dallas. On this episode, Elaine and Chris discuss: - Working with Jamie Dimon - Wealth Management 101 - Bank runs, cyber threats, AI, and the state of Banking We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Topics (00:00:00) - Intro (00:03:43) - Elaine's early career in banking (00:15:40) - Taking over an underperforming bank (00:18:46) - Elaine's rodeo career (00:28:11) - Working with Jamie Dimon (00:31:17) - Wealth Management (00:34:08) - How to transition wealth well (00:39:07) - The process of bringing in a generationally wealthy client (00:42:19) - The SVB & First Republic bank runs (00:45:04) - How to find an exceptional wealth manager (00:46:11) - Cyber threats, crypto & AI (00:48:40) - The state of banking (00:51:36) - DFW (00:55:03) - How do you know you've done a good job? (00:58:29) - Elaine's 8: Get over it Support our Sponsors Juniper Square: https://bit.ly/45yiYUqFort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts

The economy and commercial real estate are going through a big transition. Interest rates have spiked and values have decreased 20-30%. On top of that, we have seen a huge amount of supply in some markets, as well as a big increase in expenses. Anna Kelley discusses what to be aware of and how to be successful in the new economy. Anna Kelley is the President at Greater Purpose Capital, and ReiMom, LLC. She is a former top-ranked Financial Relationship Manager for a Private Bank and worked for AIG for 20 years in the High Net Worth and Affluent Markets group. She has been investing in real estate for over 25 years and has actively owned and managed a rental portfolio valued at over $400 Million across Texas, Pennsylvania, Florida, North Carolina, Tennessee, and Maryland. She is also a 4X Amazon #1 Best Selling Author: The Only Woman in the Room; Resilience: Turning Your Setback into a Comeback; Success Habits of Super Achievers; and Bringing Value, Solving Problems & Leaving a Legacy. She's been featured in 3 other real estate books, including Profit Like the Pros, by Ken Corsini. Listen to Anna's previous episode here: http://www.venturedproperties.com/podcasts/powc-234-growing-your-real-estate-business-with-anna-kelley/ Reach out to Anna at www.annakelleyinvesting.com Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

The economy and commercial real estate are going through a big transition. Interest rates have spiked and values have decreased 20-30%. On top of that, we have seen a huge amount of supply in some markets, as well as a big increase in expenses. Anna Kelley discusses what to be aware of and how to be successful in the new economy. Anna Kelley is the President at Greater Purpose Capital, and ReiMom, LLC. She is a former top ranked Financial Relationship Manager for a Private Bank, and worked for AIG for 20 years in the High Net Worth and Affluent Markets group. She has been investing in real estate for over 25 years and has actively owned and managed a rental portfolio valued over $400 Million across over doors in Texas, Pennsylvania, Florida, North Carolina, Tennessee, and Maryland. She is also a 4X Amazon #1 Best Selling Author: The Only Woman in the Room; Resilience: Turning Your Setback into a Comeback; Success Habits of Super Achievers; and Bringing Value, Solving Problems & Leaving a Legacy. She's been featured in 3 other real estate books, including Profit Like the Pros, by Ken Corsini. Listen to Anna's previous episode here: http://www.venturedproperties.com/podcasts/powc-234-growing-your-real-estate-business-with-anna-kelley/ Reach out to Anna at annakelleyinvesting.com Welcome to Pillars of Wealth Creation, where we talk about building financial freedom with a special focus on business and Real Estate. Follow along as Todd Dexheimer interviews top entrepreneurs, investors, advisers, and coaches. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charter holder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Melissa Giles, Executive Director of Portfolio and Platform Management with Americana Partners, presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charter holder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

"Anti-China protests ignored by military council. NUG government confiscates 44 billion Kyat from private bank" Myanmar Spring Chronicle 30th Nov 2023 (Moemaka Article) Nway Oo Mai.This item belongs to: audio/opensource_audio.This item has files of the following types: Archive BitTorrent, Item Tile, Metadata, PNG, Spectrogram, VBR MP3

Fani Titi, CEO at Investec on their financial results; and SA's political and economic climate.    Peter Armitage, CEO of Anchor Capital, on their R230bn strategic merger with Credo - an independent boutique wealth manager based in London.      Warren Ingram, co-founder of Galileo Capital and personal financial advisor on what it takes to be a successful investor. See omnystudio.com/listener for privacy information.

JP Morgan Private Bank's Oliver Gregson provides an insightful look at leveraging resources for social good. The conversation is wide-ranging and delves into clients' changing approach to doing good, the bank's work, and  Oliver's personal narrative that includes social good, the environment and finance. Sustainability, climate and the environment are personal passions for Oliver. Since his days at the University of Nottingham where Oliver graduated with a Bachelor of Applied Science in Environmental Biology, he has held a variety of roles over a 23-year career in Financial Services. Oliver is a member of the UK Philanthropy Governance Committee of the J.P. Morgan Corporate Foundation, focusing on Small Business and ESG. Working with partners, he also co-leads the sustainability vision for the International Private Bank and established the Global Private Bank's Sustainable Investment Summit. Oliver is currently a member of the NSPCC's Child Safety Online Taskforce, was previously a Non-Executive Director at Finance Earth, and previously a Trustee for Blue Ventures Marine Conservation. He was also a Council Member until 2020 of the Sustainable Markets Initiative, focusing on the need to accelerate global progress towards a sustainable future. Thank you for downloading this episode of the Do One Better Podcast. Visit our Knowledge Hub at Lidji.org for information on 200+ case studies and interviews with remarkable leaders in philanthropy, sustainability and social entrepreneurship.   

If you are looking to feel motivated about your financial future, today's Powerful Stories episode with Robyn Saranah, National General Manager of Commonwealth Private Bank will inspire you. Robyn is passionate about leading people to achieve their greatest potential and driving client-focused innovation. She is an incredible fan of Powerful Steps and for the past few years we have spoken a lot about financial literacy and female empowerment. What empowers a woman to be independent to climb the corporate ladder, but most importantly understand who she is from the inside out which involves knowing what's in her bank account, how she's going to spend that money, but most importantly, how she's going to save for a future that creates happiness and she can thrive in.  Topics discussed:    Why financial empowerment is important.    Experiences and insights on how women can feel financially empowered.     Key life moments where women need the most financial support    Robyn's next powerful step - it may surprise you! You can connect via Linkedin with Robyn Saranah here. Tory Archbold is inspired to build your global connections through the power of her Powerful Steps community. Join the community here to learn more abouit her signature Business Attraction Program, retreats and events that will transform your business and life.See omnystudio.com/listener for privacy information.

Gloria Nelund saw that there's an over a six trillion dollar gap in financing for businesses in developing economies and she said, “Hold my … coffee. I have a private credit firm to build.” Her 10-year track record of making a difference through TriLinc without sacrificing profit proves that you don't have to give up investment returns to do good.That's why Stacy is thrilled to sit down with Gloria to discuss: Her backstory – how watching her father invest shaped her approach Her big pivot  – why she quit her job in a matter of 24 hours to pursue more purpose Why qualitative due diligence is vital in ESG investing The power of authenticity in weathering market dipsYou'll walk away from this episode feeling inspired, knowing that it's possible to garner massive success in the financial industry with heart. More about Gloria:Gloria, founder of TriLinc in 2008, boasts over 40 years of executive management experience in multi-billion-dollar financial institutions. Formerly the CEO of Deutsche Bank's U.S. Private Wealth Management Division, she held fiduciary responsibility for over $50 billion in assets, including $20 billion in emerging markets and credit instruments. At TriLinc, Gloria leads high-level strategy and growth initiatives, leveraging her deep expertise in investment product creation, sales, and distribution.Apart from her impressive professional career, Gloria has a fun and adventurous side. She absolutely loves water activities like jumping, diving, and flipping off objects into the water.  - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

Hello and welcome to the Beyond Barriers podcast! I am Nikki Barua - your host for this episode. Our guest today is Naz Vahid - Head of Citi Global Wealth at Work. Naz Vahid leads her life with gratitude. She escaped Iran as a young girl and it shaped who she became. She adapted to her new life in America by putting effort into everything and never taking anything for granted. Taking on responsibilities at an early age taught her important life skills –all of which has served her professionally. Throughout her career, Naz has taken on a variety of roles and increasingly bigger responsibilities by always learning and growing. Naz shares how listening to feedback, avoiding complacency, and building great relationships helped her achieve her ambitions. She believes we elevate others by elevating ourselves. When it comes to social issues in the workplace, Naz thinks it's important that we get uncomfortable and show our authenticity. She recognizes it is harder for women and minorities to navigate their careers and is determined to make it easier for the younger generations. Visit gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Naz. Highlights: [02:36] One thing Naz's journey has taught her [04:09] Her immigrant journey [07:42] Being an outsider and forming her own identity [09:54] How Naz got into her industry [14:05] What Naz would tell her younger self about banking [16:53] Life in Iran today [19:43] Protecting women's rights [21:44] Taking a stand on social issues [24:01] Diversity, equity, and inclusion [27:26] How Naz authentically stood out [33:42] Overcoming self doubt [39:41] Coping with setbacks [43:46] The key to building powerful and lasting relationships [49:54] Lightning round questions Quotes: “I have learned you can't take comfort or what you have for granted.” – Mehrnaz (Naz) Vahid “You just have to make the voice in your head that says, "I'm good enough," louder.” – Mehrnaz (Naz) Vahid “Every time you elevate yourself, you elevate someone behind you as well.” – Mehrnaz (Naz) Vahid Lightning Round Questions: What book has greatly influenced you? - “Kite Runner” by Khaled Hosseini What is your favorite inspiring quote or saying? - "People forget what you said. People forget what you did. People will never forget how you made them feel." Maya Angelou What is one word or moniker you would use to describe yourself? - Resilient What is one change you've implanted that made your life better? - Sit on the email overnight when you are angry. What power song would you want playing as you walk out onto a stage? "Fight Song" by Rachel Platten   About Mehrnaz (Naz) Vahid: Naz Vahid is a Managing Director and Head of Citi Global Wealth at Work. In this role, Naz and her team provide tailored financial solutions to working professionals within the legal, asset management and professional services industries. Prior to this, Naz served as the Head of the Law Firm Group for Citi Private Bank. In this role she was responsible for the 14 offices in the United States and UK that serve Law Firms, their Partners and Associates. The group has around 200 professionals that provide a range of financial services to more than 40,000 attorneys across approximately 650 law firms. Naz also served as the Head of the Citi Private Bank Diversity Program, working with the committee and ICG Diversity to increase awareness across many areas and was responsible for setting up Citi Private Bank's Mentorship Program. Prior to leading the Law Firm Group, she was the Global Market Manager for the East Coast and London responsible for six Law Firm Group offices. Before this, she was a Senior Private Banker for more than 15 years, handling some of the largest client relationships in the Private Bank. Naz is formally credit trained, and prior to her role as a Private Banker, worked as a Private Bank Credit Officer and also as an analyst. Naz holds a graduate degree in International Relations and Finance from Columbia University School of International Affairs and undergraduate degrees in Economics and Sociology from Hobart and Williams Smith Colleges. Outside of her responsibilities at Citi, she is the member of board of Hobart & William Smith Colleges as well as the Tahirih Justice Center. She also sponsors scholarships both at Lynbrook High School and Hobart and William Smith Colleges for first generation immigrant students pursuing higher education in the United States. In her free time, Naz enjoys reading and painting. Naz has two daughters and lives in Long Island, New York with her husband. Links: LinkedIn URL: https://www.linkedin.com/in/nazvahid/