Podcasts about Virtus Investment Partners

The show wraps up interviews taped at FutureProof Citywide in Miami today, with Joe Terranova, chief market strategist at Virtus Investment Partners noting that the Trump Administration is not disturbed with the recent price action on the stock market, because they know that the economy must cool off to get lower interest rates and energy prices. Moreover, he notes that a prolonged tariff battle will impact earnings growth, which will be the key determinant of what the market can achieve this year. Tony Rodriguez, head of fixed income strategy at Nuveen, expects the Federal Reserve to make two interest-rate cuts this year and talks about the asset classes that will benefit the most from them. Barry Martin — the manager of Shelton Equity Income — discusses where investors can find strong income now, using options as an overlay to goose returns. The show also features interviews with Laura Lutton, global head of manager research at Morningstar, and Brad Smithy, head of wealth management at Elevation Point.

Conventional wisdom claims that mixing emotions with financial decisions can lead to poor, even impulsive decisions. But what if we instead viewed emotions as super powers that we can harness to not only make wiser, but more meaningful choices for ourselves and our financial goals? In this episode, we sit down with Brian Portnoy, author and founder of the financial advisor coaching and e-learning platform Shaping Wealth. The lessons on Shaping Wealth apply wisdom from psychology, behavioral science, as well as emotional intelligence to coach financial advisors to be better partners for their clients' financial journeys. In addition to Shaping Wealth, Brian is the author of three books—The Investor's Paradox, The Geometry of Wealth, and How I Invest My Money. Brian also worked as the Director of Investment Education at Virtus Investment Partners, and was Head of Education at Magnetar Capital. Brian holds a PhD from the University of Chicago, as well as a bachelor's from the University of Michigan. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the On The Money newsletter, and follow Liz @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 01:31 Money and Emotions 04:44 Using Emotions to Make Better Financial Decisions 07:16 Emotions vs. Emotional Intelligence 09:19 Setting Expectations with Your Finances 13:58 Managing Emotions Through Market Volatility 17:22 Rich vs. Wealthy 21:15 Money and Happiness 25:13 Budgeting and Setting Goals 35:25 Getting Healthier About Our Financial Well-Being 38:55 AI and Financial Advising 47:51 Closing Thoughts Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.

Stocks losing steam with losses accelerating into the close. Is this a midsummer squall to wash away excesses to refresh the bull market, or a more threatening change in the market weather?  Joe Terranova of Virtus Investment Partners, a CNBC Contributor, as well as BMO Strategist Brian Belski and Alicia Levine, BNY Wealth Head of Investment Strategy all join to break down the final moments of the trading day. Plus, Netflix falling as that company prepares to deliver results after-the-bell, on the heels of raised street expectations and numerous price target hikes. We discuss what to watch for when those numbers cross the tape. And, Nuveen's Saira Malik joins to discuss the big rotation of the year and where we go from here. 

Will the same AI related stocks lead the market or will it finally broaden in a meaningful way? Trivariate's Adam Parker, Virtus Investment Partners' Joe Terranova and Requisite Capital's Bryn Talkington break down what they are forecasting. Plus, Nike shareholder Kevin McCarthy tells us what he is expecting from that report in Overtime. And, Walgreens shares sank on the back of some weak results. We break down those numbers and how the rest of the drugstores are faring. 

In the face of rising rates, rising oil prices and negative sentiment on the street can stocks brush off this sluggish September and rally? Joe Terranova of Virtus Investment Partners and Nicole Webb of Wealth Enhancement Group give their forecasts. Plus, BlackRock's Rick Rieder joins live from CNBC's Delivering Alpha conference with his take on inflation and how to play the bond market. And, an ugly day for Workday. Top analyst Brent Thill breaks down that move and what it might mean for the rest of the cloud space.

How long can the market's unique ability to brush off almost anything thrown its way really last? Gabriela Santos from JP Morgan Asset Management and Virtus Investment Partners' Joe Terranova give their expert opinions. Plus, ARM made its highly anticipated market debut today. Corient's Amy Kong explains how she is playing the IPO market. And, Treasury Partners' Rich Saperstein is laying out his case for caution. 

What is the best way to position for what happens next in the markets. Joe Terranova from Virtus Investment Partners breaks down his forecast. Plus, Schwab's Kevin Gordon is flagging a big break up between stocks and bonds. He explains why that relationship is on the rocks. And, market expert Mike Santoli explains the big slide in stocks during the final minutes of trade. 

Joe Terranova, chief market strategist at Virtus Investment Partners, says the worst is over for the economy -- the worst being the horrible stock and bond market of 2022 -- and that while recessionary conditions exist or may bubble up in some sectors, the overall market is likely to be strong, retaining or growing the gains the market has experienced thus far this year. David Trainer, president and founder at New Constructs puts Wayfair back in the Danger Zone, noting that with the stock having more than doubled this year, recent good news has merely made the situation more dangerous. Also on the show, Chuck takes a listener's question on declaring for Social Security benefits and Craig Copeland, director of wealth benefits research at Employee Benefit Research Institute, talks about the negative impacts that caring for loved ones can have on the caregivers' retirement confidence.

To access a FREE collection of resources, go to www.TheMaverickVault.com   Real estate financing, if done right, will help you maximize your profits in the future. That's why we've invited Michael Doherty and Ryan Deasy to help us develop an adept understanding of this investment strategy. Don't miss this chance to bring more value-add opportunities by tuning in today!   Key Takeaways From This Episode Perks of acquiring partially completed properties Value-add strategies to finance your deals  The importance of building capital reserves for your property investments Key factors to consider when choosing real estate operators Drawbacks of having insufficient knowledge about real estate upon investing   References/Links Mentioned DealMachine Live Q&A with Ryan Deasy and Michael Doherty Rich Dad Poor Dad by Robert Kiyosaki | Paperback, Mass Market Paperback, and Kindle  Traction by Gino Wickman | Paperback, Hardcover, and Kindle  Never Split the Difference by Christopher Voss and Tahl Raz | Paperback, Hardcover, and Kindle    About  Michael Doherty and Ryan Deasy Michael is a real estate investor and commercial realtor. He focuses on acquiring cash flow-producing real estate with a special focus on value-add, multifamily assets. He serves as investor relations for his firm Skytree Investments. Michael grew up in Waterford, Connecticut. He graduated from the University of Connecticut in 2015 with a Bachelor of Science in consumer behavior. From there, he worked at Virtus Investment Partners, a small boutique asset management firm, for 7 years. He is now a full-time commercial real estate agent and investor. His work in finance and real estate is what led him to meet Ryan and found Skytree Investments. Michael lives in West Hartford, CT, with his fiancé, Rachael, and their dog, Max. Ryan started his real estate entrepreneur journey in 2012. In addition to multifamily asset identification and acquisition, his main focus is the firm's marketing system and its optimization. He oversees the marketing department and all back-end processes at Skytree. Furthermore, he is also a mortgage lender specializing in hard money loans and long-term financing for fellow real estate investors. Ryan grew up in Colebrook, Connecticut. He graduated from Central Connecticut State University in 2009 with a Bachelor of Science degree in Finance. He then worked in banking, followed by a career in advisory services in the finance field. Ryan is happily married to his wife, Brenna. They reside in Barkhamsted, CT, and had their first child, Mae, in November of 2022.   Connect with Michael and Ryan  LinkedIn: Ryan Deasy | Michael Doherty Facebook: Ryan Deasy | Skytree Investments Instagram: @ryandeasyrei | @skytreeinvestments   Are you a passive real estate investor seeking financial freedom? Almost daily, new headlines break on the latest financial market upset. Now is the time to get educated on how to strategically invest in commercial real estate for long-term financial freedom. Grab your copy of “How to Passively Invest in a Changing Economic Environment” Go to…www.MavericksInvest.com Want to keep up to date on the commercial real estate market, trends, investing tips and know what Neil is buying right now? Connect with him at Legacy Impact Investors and be sure to register for his newsletter.  Connect with Neil Timmins on LinkedIn. If there is a topic you want to know more about or a guest that you would like to see on the show, shoot Neil a message on LinkedIn.    About Neil Timmins Having completed hundreds of Fix & Flips, Wholesales, Wholetails, Novations, and Owner-Financed deals, Neil longed to quit forfeiting time for dollars. After building a portfolio of single-family rentals to produce passive income, he found the strategy to be anything but passive. Neil didn't go looking for his first commercial deal—he stumbled into it. Since then, he has refined the process of analyzing and buying commercial properties that produce stellar cash flow.  Neil has been involved in over $300,000,000 in real estate transactions. While his holdings in commercial assets include apartments, offices, mobile home parks, and self-storage units, his passion is industrial property. Neil now has verticals in residential real estate, multiple commercial asset classes, brokerage, publishing, and a successful podcast.    Click here to see video of the podcast.   

Wells Fargo's Chris Harvey urged investors to “sell before May and go away” … calling for a meaningful correction in stocks. He explains his point of view. Lauren Goodwin of New York Life Investment and Joe Terranova of Virtus Investment Partners give their forecasts. Plus, Morgan Stanley's Chris Toomey says we're facing a “fairly dramatic” sell-off. And, the key themes every investor needs to be watching when United Health reports tomorrow morning.

Can stocks keep this momentum going and build on the January gains as CPI looms later in the week? Joe Terranova of Virtus Investment Partners gives his take. Plus, three top stocks to play the China re-opening. And, Doubleline's Jeffrey Gundlach holding his first webcast of the year. Market expert Mike Santoli gives his instant reaction to the biggest headlines.

Despite today's bounce, it is still the worst year for Apple since 2008. So, is now the time for long term investors to buy? Virtus Investment Partners' Joe Terranova gives his expert take. Plus, star venture capitalist Rick Heitzmann gives his outlook for the tech sector and Silicon Valley. And, Mike Santoli gives his Last Word ahead of the final trading day of the year.

Joe Terranova -- widely known on Wall Street as 'Joe T.' -- chief market strategist at Virtus Investment Partners, says that the stock market and economy are not going through the kind of short, sharp downturn-recovery pattern investors have grown used to this century, but that time will resolve the issues making it so that investors with the time to ride it out -- and favoring companies with strong fundamentals -- will be rewarded for their patience. For the second week in a row, Tom Lydon, vice chairman at VettaFi, picks a core growth-oriented fund as his ETF of the Week, noting that the times call for a focus on the core investment positions right now. And in the Market Call, James Abate, manager of the Centre American Select Equity and Centre Global Infrastructure Fund -- which sit atop their Morningstar peer groups for year-to-date performance -- says that "Flat is the new up," and discusses how he has stayed ahead of the market.

Stocks treaded water again today as investors anxiously awaiting tomorrow's critical CPI report. Virtus Investment Partners' Joe Terranova gives his forecast. Plus, Alphabet shares took a hit late in the trading day on some reports surrounding the DOJ potentially suing Google. Bill Nygren of Oakmark Funds – an Alphabet shareholder – gives his instant reaction. Plus, Disney is set to report results in Overtime tomorrow. Julia Boorstin gives a rundown of all the key metrics and themes every investor needs to watch.

Have markets really turned a corner? Joe Terranova of Virtus Investment Partners gives his forecast for stocks. Plus, top-rated chip analyst Stacy Rasgon gives his instant reaction to AMD results. And, three top picks for your portfolio with Lauren Hill from Westwood Quality Value Fund.

Joe Terranova of Virtus Investment Partners joins Kevin Simpson on CoveredCalls.Guest Bio:Joseph M. Terranova is a Senior Managing Director for Virtus Investment Partners, an asset management firm with $175 billion under management and listed on the Nasdaq exchange under the ticker symbol VRTS.In his current role, Terranova is involved with Virtus' investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global multi-asset investment landscape.Prior to joining Virtus Investment Partners in early 2008, Terranova spent 18 years at MBF Clearing Corp., rising to the position of Director of Trading for the company and its subsidiaries.Since 2008, Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk Box and contributing financial content throughout the CNBC media and digital platforms.Connect with Joe Terranova:LinkedInTwitterFollow Kevin Simpson & Capital Wealth:Twitter: https://twitter.com/CoveredCalls​​​LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwpLinkedIn: https://www.linkedin.com/company/capital-wealth-planningLearn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​Disclosures: https://capitalwealthplanning.com/social-media-disclosures

Highly anticipated tech earnings officially hit the tape in Overtime. Trivariate's Adam Parker and Virtus Investment Partners' Joe Terranova give their instant analysis. Plus, top chips analyst Stacy Rasgon weighs in on Texas Instruments' results and gives his broad take on the sector. And, Short Hills Capital's Steve Weiss explains how he is positioning his portfolio this earnings season.

The S&P 500 posting its longest winning streak since March – but does it have staying power? Virtus Investment Partners' Joe Terranova gives his take. Plus, top technician Fundstrat's Mark Newton is breaking down 3 “buyable” charts. And, Elon Musk's Twitter bid is in peril. An all-star panel of experts dig in on what it means for the future of the company… and the stock.

Stocks have somehow managed to remain resilient in the face of a slew of headwinds. So, what does that say for the state of the market? BMO Capital Markets' Brian Belski gives his take. Plus, iCapital's Anastasia Amoroso says the odds of a “soft-ish” landing are on the rise. And, is the software space just too expensive? We debate it in today's Halftime/Overtime with Virtus Investment Partners' Joe Terranova.

The Nasdaq Composite eked out gains into the close. Stephanie Link from Hightower says the playbook has changed, but opportunities remain. Plus, Anthony Scaramucci from SkyBridge Capital says despite the recent collapse in cryptocurrencies, he has not sold one crypto position. And, Joe Terranova from Virtus Investment Partners reacts to breaking news from Federal Reserve Chair Jerome Powell who says, “Executing a soft landing may be beyond our control.”

Stocks closed near session lows following hawkish comments from Federal Reserve Governor Lael Brainard. Joe Terranova from Virtus Investment Partners doesn't think this is a bear market. But, legendary investor Leon Cooperman says there's a chance we could see a recession in 2023. He explains why and reveals some of the top positions in his portfolio right now.

Wharton professor Jeremy Siegel on where the market is headed next with Joe Terranova from Virtus Investment Partners and Lisa Shallet from Morgan Stanley. Plus, is retail the most underappreciated market opportunity right now? Portfolio manager Avery Sheffield from Rockefeller Capital Management gives us her top stock picks. And, Michael Santoli unveils a new acronym for tech.

Top investor Ricky Sandler from Eminence Capital tells us why he doesn't think the worst of the market sell-off is over. Plus, instant reaction to GameStop and FedEx earnings. Quadratic Capital Management's Nancy Davis outlines how investors can play volatility. And, is it time to get bullish on emerging markets? Joe Terranova from Virtus Investment Partners weighs in.

Joe Terranova, chief market strategist at Virtus Investment Partners, says 'the enemy right now for investors in the market is time,' and understanding how to be patient, because the market's current troubles are masking economic strength and the likelihood of a U-shaped recovery. He expects that a record year for corporate buybacks and an investing public that is flush with cash should buffer the market against any prolonged downturn, creating a recovery for patient investors who ride it out. In the Talking technicals segment, Matt Fox of Ithaca Wealth Management says we are currently experiencing a cyclical bear market within a secular bull market, but notes that that charts are 'screaming caution,' and that investors who have been conditioned to buy every dip should be waiting for 'a wash-out in sentiment before the charts give an all-clear.' Also on the show, Mike Taggart of Taggart Fund Intelligence and the Active Investment Company Alliance returns to The NAVigator to answer listener questions about the persistence of discounts, and Joe Rinaldi of Quantum Financial Advisors talks both stocks and exchange-traded funds in the Market Call.

CFA Society Chicago member Rich Excell, CFA talks with Barry Mandinach, Executive Vice President and Head of Distribution at Virtus Investment Partners on behavioral finance and the biases that affect our investment processes. Connect with Rich on LinkedIn https://www.linkedin.com/in/richexcellcfa/ and Twitter @ExcellRichard  Connect with Barry on LinkedIn https://www.linkedin.com/in/mandinach-barry/ For more episodes go to www.cfachicago.org/podcasts and email info@cfachicago.org This podcast is provided for general information purposes only and does not constitute investment advice. The views are those of the speakers and not those of CFA Society Chicago.

Welcome to the August edition of The Due Dilly Podcast. In this episode, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Joe Terranova, Senior Managing Director and Chief Market Strategist for Virtus Investment Partners.

Ed is joined by Joe Terranova, CNBC contributor on the Halftime Report, Senior Managing Director of Virtus Investment Partners and author of Buy High, Sell Higher to discuss the outlook for long-term investments in today's market.

Welcome to the August edition of The Due Dilly Podcast. In this episode, Nyle Bayer will be joined by Joe Mallen, Chief Investment Officer, and Joe Terranova, Senior Managing Director and Chief Market Strategist for Virtus Investment Partners.

Hello Podcast listeners, Today is a very special episode with Joseph M. Terranova, Senior Managing Director and Chief Market Strategist at Virtus Investment Partners. He has been their Chief Market Strategist since 2009. Joe developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly pricing in August 2020. Before this he spent 18 years at MBF Clearing Corp. Joe has been a CNBC ensemble member, appearing regularly on the Halftime Report and Squawk Box since 2008. He is the author of “Buy High, Sell Higher” (Business Plus, 2012), based on his years as a professional trader. Joe earned a bachelor's degree in finance from the Peter J. Tobin College of Business at St. John's University in New York. In today's episode we discuss his approach to investing, inflation, and his US quality Momentum Index. Enjoy and thanks for the listen!

Joe Terranova, chief market strategist at Virtus Investment Partners, says that the market's rebound from early-pandemic lows has investors tempted into concentrated portfolios, pursuing the hot sectors and big winners, but he says the remainder of the year will be about risk, and 'reintroducing diversification by asset class, geography, equity size class and strategy.' Terranova says he is optimistic not just for the future but for the next 10 to 15 years, but he says the markets will demand that investors spread their risks around and manage their return expectations to ride it out to those long-term gains. Also on the show, Freddy Garcia of Left Brain Wealth Management says that investors should be focused on sustainable revenue growth -- rather than whether a stock fits the classic growth or value labels -- to find companies that can move forward regardless of market conditions, and Tom Plumb of the Plumb Balanced Fund and the Plumb Equity Fund talks stocks in the Market Call.

Joe Terranova is a series regular on CNBC's Fast Money and the Chief Market Strategist for Virtus Investment Partners, a $25 billion Hartford-based asset management firm. In his current role, Mr. Terranova is involved with Virtus' investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the domestic and global investing landscape. Prior to joining Virtus, he spent 18 years at MBF Clearing Corp., where he was the director of trading and managed more than 300 traders. Liz Young is Director of Market Strategy for BNY Mellon Investment Management. In this role, she works directly with the firm's Chief Economist to formulate and deliver economic and market views to external audiences. She focuses on educating investors on current macroeconomic themes and their effects on capital markets. Liz is a CNBC Contributor and is frequently quoted in the Wall Street Journal, Financial Times, Washington Post and other industry publications. ————————————————————————— To learn more about this episode, including podcast transcripts and show notes, visit *salt.org/talks* ( http://salt.org/talks ) Moderated by Anthony Scaramucci.

All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more.Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make.Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/Reviews and ratings go a long way, so if you like the show, leave us one today! See acast.com/privacy for privacy and opt-out information.

On this week’s episode of The Compound Show, we’re looking at how the political landscape might impact the economy and the stock market. First, Josh talks economic stimulus and the Fed with Professor Tim Duy of the University of Oregon. Next, Josh catches up with Joe Terranova, of CNBC and Virtus Investment Partners, to discuss the supply and demand imbalance in the stock market and approaches to investing.Thanks for listening and be sure to leave a rating and review! See acast.com/privacy for privacy and opt-out information.

Tune in to hear: - Ways investors can confront their fear of loss aversion when this fear holds them back - How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus - Is there a such thing as too much communication with clients during times of uncertainty and unrest? - Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “great pause” shift the way our culture views money? - What role can technology play in mitigating loss and helping clients and advisors in a time like this? - Where investors should draw the line between what information is beneficial and what is extraneous, or harmful, in a time with so much data Neil Bage: Neil Bage is the co-founder of the award winning fintech Be-IQ. He is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. Neil is also the host of the Bitesize Behaviour Podcast. Brian Portnoy: Brian Portnoy is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as educator, investor, and strategist. He holds a doctorate from the University of Chicago and currently lives on the north side of Chicago with his wife and three children.

Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an effort to help investors make better decisions and lead a joyful life. For the past two decades, he has held senior investment, research, and strategy roles in the hedge fund and mutual fund industries at Chicago Equity Partners, Mesirow Financial, and Morningstar.  Brian is the author of “The Investor’s Paradox,” a book about manager selection rooted in choice theory.  His second book, “The Geometry of Wealth” hits electronic and physical bookstores this week. Our conversation covers Brian’s experience in manager research and lessons learned, choice theory and managing expectations, differences between institutional investment and private wealth management, distinction between seeking wealth and trying to get rich, his terrific new book, and why volatility is risk. Brian’s insightful take on investing and his journey from the complex to the simple is full of investment nuggets of gold. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast

This series of shows from Wholesaler Masterminds Radio is called Wholesaler Tech Talk, sponsored by YCharts. Our goal is to explore the technology behind the art, science and lifestyle of wholesaling. About Barry Mandinach: Barry is executive vice president and head of distribution at Virtus Investment Partners, Inc., and a member of the senior management team. Mr. Mandinach leads the distribution, positioning, messaging, and marketing of Virtus investment products across all distribution platforms. He also manages relationships with the firm's retail distribution partners, including national wirehouses, regional and independent broker-dealers, and registered investment advisors. As a special for our listeners, mention Wholesaler Masterminds to receive one free month of access with an annual commitment. Contact YCharts at hello@ycharts.com, (866) 965-7552 or head to ycharts.com to start your free trial!

Dr. Susan Fleming was a Senior Lecturer at Cornell from 2010-2018, teaching women in leadership and entrepreneurship. She currently sits on the board of directors of both RLI Corp. and Virtus Investment Partners. Our conversation focuses on gender bias in the workplace, what organizations can do to counter it, and women in leadership. We cover several important issues including the double bind, the motherhood penalty, similarity attraction bias, and what men can do to counter gender bias in the workplace.   Links from the Episode Personal Website: https://www.susansfleming.com/ Cornell TEDx Talk:  What you can do to reduce gender bias and why you should (YouTube)

On this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money.  Listen to learn how to reconcile being happy with what you have and striving for more! For the Difference Making Tip, scan ahead to 19:36. You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn. You can find a copy of Geometry of Wealth at Amazon. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas.  You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

Brian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled […] The post Brian Portnoy on Funded Contentment appeared first on Becoming Referable.

http://www.alainguillot.com/brian-portnoy/ Brian Portnoy, Ph.D., CFA is currently the Director of Investment Education at Virtus Investment Partners. A U.S. based asset management.  He has spent the last 25 years as an educator, investor, and strategist. As an educator, he writes a lot of content, mostly on the field of behavioral finance and he travels around the world to give talks on the same subject. We spoke about his two books, The Investor's Paradox and The Geometry of Wealth, where he tackles the challenges of not only making better investment decisions but also how money figures into a joyful life. The Geometry of Wealth Brian tries to answer the question of how does money figure into a happy life. First of all, Brian highlights the distinction between being rich and being wealthy. Then he uses geometrical figures, a circle, triangle, and square help us to visualize how we adapt to evolving circumstances, set clear priorities, and find empowerment in simplicity.

Brian Portnoy is the Director of Investment Education at Virtus Investment Partners, where he develops the firm’s content on behavioral finance and investment solutions. Mr. Portnoy has worked in the mutual fund and hedge fund industries for the past 18 years. Prior to joining Virtus in 2014, he held senior investment and strategy roles, including at Mesirow Financial and Morningstar. Brian is the author of The Geometry of Wealth: How to Shape a Life of Money and Meaning. Published in summer 2018, the book explores how money figures into a happy life. He also published in 2014 The Investor’s Paradox: The Power of Simplicity in a World of Overwhelming Choice, which helps investors make better decisions about both traditional and alternative investment strategies. He has spoken to audiences globally about investing and decision-making and has lectured at the U.S. Securities and Exchange Commission as part of its Leading Authors series on the history and future of hedge funds. Mr. Portnoy pursued his research and teaching interests in political economy at the University of Chicago, where he earned his doctorate. He earned a B.A. from the University of Michigan. Mr. Portnoy is a Chartered Financial Analyst (CFA) charterholder.    In this episode, Brian shares his worst investment ever story. Their portfolio manager invested the fund in the US financials. Despite the capital market rollover during the Q4 of 2008. The portfolio manager ignored the due diligence and assessments that they presented. Unfortunately, Brian and his team cannot do anything. Their money was in a three year lockdown period.    “You really have to check yourself. You’ve got to have your own discipline, but then you have other people around you, coaches and counselors and colleagues and peers who say, ‘Do you know what you are getting into? Is it really worth it?’.” - Brian Portnoy     What do you want to hear from the My Worst Investment Ever Podcast? Tell us here!   Resources:  My Worst Investment Ever Book myworstinvestmentever.com The Geometry of Wealth: How to shape a life of money and meaning The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice    Topics Covered:  00:54 – Brian Portnoy’s professional and investment background 03:25 – Sharing his worst investment story when he was Mezirow’s Head of Research leading a hedge fund’s due diligence 04:51 – Building up their companies’ global book with an emphasis on European and Asia equities 06:00 – The dangers of scarcity: an invitation-only opportunity that retrospect part of the investment problem 06:30 – The mosaic process of piecing together the history of trade the portfolio made, digging into the investment performance and investment process as part of the due diligence 12:20 – Projection of the success of their portfolio manager based on what he did in the past and the type of scenario they have 14:22 – The nature of the stop loss discipline, their portfolio manager ventured in the US financials of Q2 of 2007 until Q4 of 2008 buying at every tick down 19:15 – Andrew’s Takeaways 19:15 – Brian’s actionable advice based on what you learn from this that he recommend to the listeners take to avoid suffering the same thing   Main Takeaways  Lesson 1: “It's sometimes it's easy to blame the person. The reality is financial professionals. We do the best that we can.” –  Andrew Stotz Lesson 2. “Maybe scarcity is really more of a marketing thing and we have to be careful not to fall on the influence of someone saying this is a limited time only, a limited number of people. Scarcity is something to be careful about.” – Andrew Stotz Lesson 3. “Running a small business is so different from working within a company. You need structures and sometimes large companies have the burdensome structures that we don't like, but they can be valuable.” – Andrew Stotz Lesson 4. “When you're making concentrated bets, you've got to have stop losses. If your plan goes wrong.” – Andrew Stotz Lesson 5. “When you make mistakes, especially when you make mistakes with other people's money, you can learn things and end up in a better spot.” – Brian Portnoy Lesson 6. “Sometimes you just have to force yourself to walk away and say, I'm not going to do this today.” – Brian Portnoy   You can also check out Andrew’s books How to Start Building Your Wealth Investing in the Stock Market My Worst Investment Ever 9 Valuation Mistakes and How to Avoid Them Transform Your Business with Dr.Deming’s 14 Points   Connect with Brian Portnoy: Linkedin Twitter shapingwealth.com   Connect with Andrew Stotz: astotz.com Linkedin Facebook Instagram Twitter Youtube My Worst Investment Ever Podcast

This week on Standard Deviations, Dr. Crosby speaks with Brian Portnoy, Ph.D., CFA, an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as educator, investor, and strategist. He holds a doctorate from the University of Chicago and currently lives on the north side of Chicago with his wife and three children. Listen in to learn: Why Brian has banished the word busy from his life The difference between experienced and reflective happiness The strengths and limitations of money as it intersects with meaning

#152: Dr. Brian Portnoy is an expert in making decisions. He holds a Ph.D. from the University of Chicago, he's a Chartered Financial Analyst, and he's the Director of Investment Education at Virtus Investment Partners. Dr. Portnoy joins me on the podcast to discuss how to make smarter decisions -- not only about investments, but also generally in life. How do we sharpen our decision-making skills? How do we improve our critical thinking processes? Here are some of the takeaways from our conversation. 1. Beware of resulting. Great results can come from poorly-planned decisions. And wise decisions can lead to good results on occasion. Don't judge a decision based on its results; judge a decision based on the soundness of the thinking process through which you made that choice. 2. Manage your expectations. Your happiness with an outcome will depend on the gap between your expectations and reality. If you can't control reality (at least, not completely), then manage your expectations. It's the happiness variable that's most under your authority. 3. Don't make hasty evaluations. When you go to a restaurant, you order a (vegan?) cheeseburger, and based on the taste of that burger, you can immediately evaluate your decision. You can't do that with investments. When you make an investment decision, there's a huge time-gap between when you make the choice and when you see the results of that choice. This time-gap may last for decades. And this means that your decisions are tough to evaluate. Don't judge an investment decision on one-year or two-year results, as tempting as that may be. Judge your decisions based on the soundness of the thinking, not the short-term ramifications. 4. Automate. It's the best way to save you from yourself. 5. Define risk. Some people think that "risk" is synonymous with volatility. Others think that "risk" refers to the loss of capital. Know what "risk" means to you. Personally, I define it as probability x magnitude. Today's guest, Brian, points out that magnitude can happen in a multitude of dimensions and verticals. 6. Diversification, risk management, and behavior. When in doubt, pay attention to these three factors. In order to better manage your investing choices, manage these qualities. You cannot control broad market outcomes, but you can control your exposure, risk, and choices. 7. You're the average of the 5 people you spend the most time with. Surround yourself with frugal, ambitious, reasonable, wise, intelligent, kind, adventurous people -- and you will become stronger in those qualities. You are in charge of the community with whom you surround yourself. Even if you can't change your physical neighborhood, you can form an online or digital community of people who support your goals and reflect your philosophy. 8. Keep a decision-making journal. What gets measured, gets improved. If you want to improve your decision-making skills, keep a journal of the way in which you make decisions, e.g. your thinking process. Then in the future, when you have the benefit of hindsight, you can look back on your decision-making process. Remember, don't judge your choices based on outcome; judge your choices based on the soundness of the decision-making process itself. Dr. Portnoy dives into detail about how to make better decisions in today's episode. Enjoy!   For more, visit the website at https://affordanything.com/episode152

Can money buy happiness? Really? Today, I’m interviewing behavioral finance expert and author Brian Portnoy. Brian’s new book, The Geometry of Wealth: How To Shape A Life Of Money And Meaning. In it he explains how money might not be the source of happiness...But money *can* fund contentment. Brian is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as an educator, investor, and strategist. He holds a doctorate from the University of Chicago...Coming up next:  his 3-step method for achieving true wealth...It involves shapes. And how much money is ENOUGH money?  You can learn more about Brian Portnoy, his books, and more at ShapingWealth.com. You can also follow him on twitter @BrianPortnoy and purchase his new book, The Geometry of Wealth, wherever books are sold. 

How does money figure into a happy life? In his new book The Geometry of Wealth, behavioral finance expert Dr Brian Portnoy delivers an inspired answer to this important question. He builds on the critical distinction between being rich and being wealthy. While being rich can be described as an unsatisfying treadmill, being wealthy is the ability to underwrite a meaningful life, however one chooses to define that. Truly viewed, wealth is funded contentment. At the heart of this groundbreaking perspective, in his book Portnoy takes readers on a journey toward wealth, informed by disciplines ranging from ancient history to modern neuroscience. He contends that tackling the big questions about a joyful life and tending to financial decisions are complementary, not separate, tasks. Brian Portnoy, PhD, CFA, is an expert at simplifying the complex world of money. His insights and advice are driven by a passion for teaching and investing, and based on a 25-year career in both money management and academia. Brian is the Director of Investment Education at Virtus Investment Partners, a diversified investment company with $80 billion under management. He leads the firm's thought leadership initiatives on sound investing and smarter decision-making for both financial advisers and individuals. He's also worked throughout the hedge fund and mutual fund industries, having held senior strategy, investment, and research roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. Here’s my conversation with Brian Portnoy, about how to shape a life of money and meaning, in episode 342 of Informed Choice Radio.

On the seventeenth episode of All About Your Benjamins The Podcast I’m joined by Brian Portnoy, Director of Investment Education for Virtus Investment Partners. In addition to his role with Virtus, Brian is also an esteemed author, and I asked him to join me to discuss his newest book, The Geometry Of Wealth. As you will hear me mention in the… Continue Reading→ The post The Geometry Of Wealth With Brian Portnoy (017) appeared first on All About Your Benjamins™.

Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an effort to help investors make better decisions and lead a joyful life. For the past two decades, he has held senior investment, research, and strategy roles in the hedge fund and mutual fund industries at Chicago Equity Partners, Mesirow Financial, and Morningstar.  Brian is the author of “The Investor’s Paradox,” a book about manager selection rooted in choice theory.  His second book, “The Geometry of Wealth” hits electronic and physical bookstores this week. Our conversation covers Brian’s experience in manager research and lessons learned, choice theory and managing expectations, differences between institutional investment and private wealth management, distinction between seeking wealth and trying to get rich, his terrific new book, and why volatility is risk. Brian’s insightful take on investing and his journey from the complex to the simple is full of investment nuggets of gold.   Learn More Discuss the show and Read the transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast   Show Notes 2:24 – Brian’s start in the business 5:18 – The useful skills he developed during his tenure at Morningstar 6:37 – The hard questions he would ask 7:15 – Why he left Morningstar 8:53 – What he learned at Mesirow that made him so detail oriented 10:57 – Leaving Mesirow 12:08 – What led Brian to writing The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice             14:51 – The Art of Choosing 16:58 – What is the investors paradox             17:04 – The Paradox of Choice: Why More Is Less 19:29 – Reaction to the book 24:10 – Difference between his views on the asset management side vs the wealth management side 27:11 – The concept behind The Geometry of Wealth: How To Shape A Life Of Money And Meaning 30:58 – The shapes used to take people from confusion to comfort with money and investments, starting with the circle 36:00 – Moving on to the triangle in this formula 41:03 – The second triangle, focused on behavior 43:36 – The big blue square 49:29 – Hopes for the book 52:46 – Closing questions

In Ep. 021, Tim talks with Brian Portnoy.  Brian is the Director of Investment Education at Virtus Investment Partners and the author of the upcoming book 'The Geometry of Wealth'.  They discuss how the book helps readers identify what true wealth means to them, and how to discover their financial goals.  With the book's release coming on June 11th, there is still time to pre-order the book, and learn how to tune out some of the "noise"! 

This week on “Money Talks” Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Research Troy Harmon, CFA, CVA, to discuss the market's moves during the week. K.C. leads the hosts on a case study on net unrealized appreciation that investors may have if they own their company's stock in their 401(k) or qualified retirement plan. The experts round out the show answering listeners' questions on NASDAQ vs. ICE, Short-Term Cash Reserves and Virtus Investment Partners.