Podcast appearances and mentions of wellington management

This virtual coffee hour features Scott Malpass (CIS Co-Founder and Former CIO of the University of Notre Dame) Ed Grefenstette (President & CIO, The Dietrich Foundation), and Adam Berger (Senior Managing Director, Multi-Asset Strategist, and Portfolio Manager, Wellington Management) as they discuss the markets, outlook, and emerging opportunities. The information in this Communication is provided herein is provided for informational purposes only and does not constitute an offer or a solicitation to buy, hold, or sell an interest in any CIS Fund offering. Alternative investments in private equity and hedge funds are subject to substantial risks including the potential loss of principal. Fund interests are illiquid and should be considered speculative investments.  Investors are encouraged to read the offerings documents for the fund offerings discussed in this presentation carefully before investing.   All data is sourced to Catholic Investment Services or other third-party sources and compiled by Catholic Investment Services.  Information contained herein that has been obtained from third parties is believed to be reliable for the purposes for which it is used herein.   Opinions and general information provided herein, including guest speaker(s), are current to the date of this presentation and are subject to change without notice. There can be no guarantee that the funds will achieve their investment objectives. Past performance is not indicative of future results. Financial forecasts and investment returns in this letter may significantly differ from actual results. Certain information contained in this report constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology.   Furthermore, any projections or other estimates in this report, including estimates of returns or performance, are “forward-looking statements” and are based upon certain assumptions that may change. Due to various risks and uncertainties, actual events or results or the actual performance of the funds may differ materially from those reflected or contemplated in such forward-looking statements. Moreover, actual events are difficult to project and often depend upon factors that are beyond the control of the general partner of the relevant fund and its affiliates.   © 2025 Catholic Investment Services (CIS), a registered investment advisor, and all rights reserved.   Episode Resources Connect with Catholic Investment Services https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees  https://catholicinvest.org/contact-us/  https://catholicinvest.org/cis-institute/  

“I think ultimately the bond market is the disciplinarian for fiscal policymakers” says Mike Medeiros, macro strategist at Wellington Management. Medeiros joins Macro Matters hosts Ira Jersey, Bloomberg Intelligence chief US rates strategist, and Will Hoffman, BI's senior associate US-Canada rates strategist, to discuss all things US and Canadian rates. The trio has one foot on each side of the border on this episode, unpacking the recent bond-market moves and their drivers. They cover the developing state of fiscal budgets and potential stimulative impacts on these economies, as well where monetary policy and yield curves may be headed as price-sensitive investors demand additional premium for long-dated sovereign debt. The Macro Matters podcast is part of BI's FICC Focus series.

This episode of HSBC's Perspectives series features Jean Hynes, CEO and Managing Partner, Wellington Management – one of the world's largest privately held asset managers. In-conversation with Richard Bibbey, Global Head of Institutional Sales, HSBC, Jean shares her views on the future of active asset management as well as pivotal moments from her inspiring career journey.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

Low-carbon tech investments reached $2.1 trillion last year. But with the whole world trying to work out how to navigate US President Donald Trump’s unpredictable policy agenda, is 2025 still a good time to invest in climate tech? This week on Zero Akshat Rathi interviews Greg Wasserman, head of private company climate investment at Wellington Management, which oversees more than $1 trillion in assets. Wasserman has to make investment decisions here and now about companies and technologies — weighing risks and opportunities in a volatile market. Explore further: Trump’s Big Oil Era Means Green Bargains for Investors Companies Pivot From Climate Talk to 'Greenhushing' in Trump Era Why ESG Faces Backlash and Its Future Under Trump 2.0 GOP to Phase Out Biden Energy Credits to Pay for Tax Cuts Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Jess Beck, Sommer Saadi, Mohsis Andam, Amanda Kolson Hurley and Siobhan Wagner. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.See omnystudio.com/listener for privacy information.

I'll tell you what happened in my career before. Maybe you've been there, too.There's a sponsorship, sometimes a fairly high-profile sponsorship, and I have gotten asked to write it about it in an ad or email…but, there wasn't really a strategy. That is not the way to get the best ROI, the most juice for the squeeze.Sponsorships truly succeed when they tie into the value proposition of the brand. So this lesson in a recent podcast guest application really grabbed my attention – “Maximize brand awareness by going beyond the ‘logo slap' sponsorship”To hear the story behind that lesson, along with many more lesson-filled stories, I talked to Rebecca Biestman, Chief Marketing Officer, Guild [https://guild.com/].Guild raised $175 million in a Series F funding round in 2022, at a $4.4 billion valuation. Wellington Management led the financing, and Oprah Winfrey participated in the round, along with other backers. Biestman manages a team of 70 in the marketing department.Lessons from the things she madeMaximize brand awareness by going beyond the “logo slap” sponsorshipEmbrace new tech that helps drive your brand strategyTo build a brand that lasts, consider rebranding a team sport Be prepared to step up when the unexpected happensThe best candidate for a role isn't always the one who has done it beforeMaking a difference and building something great aren't mutually exclusiveDiscussed in this episodeJoin us for MEC050: Let AI Agents Market For You [https://join.meclabsai.com/ai-agents] on Tuesday, May 13th at 2 pm EDTCreative Marketing: Does it all make sense? (Podcast Episode #19) [https://www.marketingsherpa.com/article/interview/creative]Marketing at 200 MPH: Sports sponsorship lessons from F1 & finance (podcast episode #125) [https://marketingsherpa.com/article/interview/sports]Get more episodesSubscribe to the MarketingSherpa email newsletter [https://www.marketingsherpa.com/newsletters] to get more insights from your fellow marketers. Sign up for free if you'd like to get more episodes like this one.For more insights, check out...This podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages [https://meclabs.com/course/] free digital marketing course. Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application

The bond market is critical for moving credit through the global financial system. So how will global bond markets respond amid today's volatility? How have the first 100 days of the Trump administration changed the calculus? In the first episode of Wellington Management's new InvestorExchange podcast, host Amar Reganti, fixed income strategist, talks to Campe Goodman, head of multisector credit investing, about what's next for bond markets and how investors may be able to navigate them.1:50 How the bond market reflects the current economic environment4:30 Are we headed for a recession?7:00 Effect of policy uncertainty on opportunities in credit10:20 What do credit allocators overlook?12:10 The rise of private credit15:50 Tail risks and key lessons learned

Negli ultimi anni il mercato obbligazionario ha vissuto una fase di forte stress, con inversioni delle curve dei rendimenti in diversi paesi. Recentemente, stiamo vivendo un graduale ritorno a una normale inclinazione delle curve. Le banche centrali hanno già iniziato a tagliare i tassi d'interesse ma non tutti gli operatori sono convinti che queste azioni siano sufficienti a sostenere la crescita economica. La liquidità gioca un ruolo cruciale, con oltre 10 trilioni di dollari parcheggiati nei fondi del mercato monetario. Approfondiremo insieme a Gianluca Ielapi, Portfoglio Advisor di Wellington Management, i principali fattori che potrebbero condizionare i mercati nei prossimi mesi e come il contesto attuale si discosta dai cicli economici precedenti. Affronteremo temi come il market timing, come una correzione può o meno diventare un mercato “orso”, le opportunità ed i rischi e di come l'investitore “medio” affronta le proprie paure.

Episode Replay -  Catherine Gray, the host of Invest In Her, interviews Joanna Kuang, Senior Vice President of Product Development and Impact at Illumen Capital. Joanna has dedicated her career to expanding access to capital in pursuit of inclusive justice for and alongside under-resourced people of color. She believes a combination of public, private, and philanthropic capital drives the most meaningful impact when coordinated toward a shared systemic goal.   Before Illumen Capital, Joanna advised and built capacity for local, state, and federal governments on driving taxpayer dollars towards meaningful results for overlooked and underestimated communities at Third Sector Capital Partners. She began her career at Wellington Management, defining and managing impact for the institutional asset manager's sole impact investing portfolio. https://www.illumencapital.com/ www.sheangelinvestors.com  Follow Us On Social Facebook | Instagram | Twitter | LinkedIn

In this episode, we speak with Sean Duffy, the Co-Founder and CEO of Omada Health, a virtual-first healthcare provider that nurtures lifelong health, one day at a time. Since 2011, Sean and his team's mission has been to inspire and enable people everywhere to live free of chronic disease. They do this by building digital health programs that are evidence-based, performance-priced, and designed to delight their users. Omada is backed by Andreessen Horowitz, Norwest Venture Partners, Fidelity, Wellington Management, and other notable investors. I am your host RJ Lumba.  We hope you enjoy the show.  If you like the episode click to follow.

Mark Sullivan and Roberto Isch are Partners at Wellington Management, the $1.3 trillion privately owned firm. Mark is the Head of the Hedge Fund Group and Roberto is a Risk and Portfolio Manager. Wellington began its hedge fund strategies in the mid-1990s. Their activities started with a series of long-biased sector specialist strategies, added a multi-asset fund-of-funds, and most recently, built a market-neutral platform overseen by Mark and Roberto. Our conversation covers the history and current state of hedge fund investing at Wellington, including the client-led development of product offerings and the manager selection, portfolio construction, and risk management of the group's third-generation strategy. Take Capital Allocators Audience Engagement Survey Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

John Diaz is the Founder and Managing Partner of Stone Mountain Ventures. His focus is on early stage investments throughout the healthcare, AI, consumer and technology space. Before founding Stone Mountain Ventures, John worked at Bain Capital Private Equity as an Associate, Grant Park Ventures as an Advisor, and Wellington Management as a Business Development Associate. He previously interned with Bloomberg and Goldman Sachs and received his BBA in Finance and Risk Management from St. Mary's University. John is also on the Alumni Board of Directors for St. Mary's University. Additionally, he has founded 2 companies and operated multiple businesses. GUEST: John Diaz

In this episode of the Dakota Fundraising News Podcast, Pat and Konch cover BlackRock's plan to convert its $940M Municipal Income Fund into an unlisted interval fund and key leadership updates, including Jo Donnelly taking over as CEO of the London Pensions Fund Authority and Paul Justin joining Sovran Advisors as CEO. RIA/FA M&A highlights include Focus Financial adding Toronto-based Cardinal Point as its fifth hub, LPL recruiting a $280M advisor from D.A. Davidson, and Indivisible Partners launching with a $640M Merrill Lynch team. Institutional coverage features new searches by Taunton Contributory Retirement System and Public Employees' Retirement System of Mississippi, as well as Contra Costa County's $510M private equity pacing plan. Recent commitments include Los Angeles County Employees' Retirement Association's $775M to Centerbridge Partners and Los Angeles Fire & Police's $50M to Linden Capital Partners VI. Fundraising updates spotlight IFM Investors' new $376.8M private equity fund, Wellington Management launching its first interval fund, and Chicago Pacific Founders targeting a fourth fund after raising $847.5M for its previous vehicle. Stay tuned for more insights from the world of institutional and intermediary fundraising.

In this podcast, Paulita Pike, CIS Trustee and Managing Partner of Ropes & Gray, moderates a panel from our 2024 Symposium on What Keeps Us Up At Night. Panelists include Adam Berger, Senior Managing Director, Multi-Asset Strategist and Portfolio Manager at Wellington Management, Michelle Knight, CEO & Chief Economist at Ropes Wealth Partners, and Paul Schott Stevens, CIS Trustee and Retired CEO of the Investment Company Institute. Highlights Interest rates and their impact on the economy. Discussion on role and independence of the Federal Reserve. Concerns over fiscal spending and budget deficit. Geopolitical risks and inflation concerns. Rising government debt and impact on future generations. Discussion on budget deficit and fiscal responsibility. Inflation and its effect on income inequality. Evaluation of equity valuations and potential bubbles. The complexities of AI and its contrasting impact. Personal story on AI's positive impact in healthcare. The need for thoughtful regulation of AI.   Episode Resources Connect with Catholic Investment Services https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/ https://catholicinvest.org/cis-institute/ 

Join host Stewart Foley on the InsuranceAUM.com Podcast as he sits down with Tim Antonelli, head of Insurance Multi-Asset Strategy and portfolio manager at Wellington Management. In this episode, Tim shares his 2025 outlook for insurers, focusing on themes like locking in structural income, optimizing surplus portfolios, and navigating regulatory changes.   With insights drawn from over 150 meetings with insurers worldwide, Tim discusses how the industry is evolving, the importance of fighting recency bias, and the growing role of asset-based finance. From managing surplus assets with a Swiss Army knife approach to uncovering yield opportunities in hybrid securities and private placement debt, this episode offers a deep dive into strategies for the year ahead.   Tune in for expert advice on positioning insurance portfolios in a more dynamic, volatile market environment.

This episode is presented by Create A Video – Chad Adams in for Pete, talking about climate change and the impacts of sunspots, planetary gravity and volcanos as reported on by Sean Peterson of Wellington Management, logistics of deportation with caller Blaine, deportation and legal immigration to provide to the labor pool with caller Sam, HIPPA masking the success or failure of health programs with caller Stan, technical analysis of the Trump assassination attempt with caller Tommy, and more discussion on HIPPA and healthcare costs with caller Billy. Subscribe to the podcast at: https://ThePeteKalinerShow.com/ All the links to Pete's Prep are free: https://patreon.com/petekalinershow Media Bias Check: If you choose to subscribe, get 15% off here! Advertising inquiries: Pete@ThePeteKalinerShow.comGet exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

Today's show is our third in the Training Grounds mini-series, following Carnegie Corporation and Bain Capital to better understand how certain organizations have developed industry leaders. Wellington Management is one of the world's largest, privately held asset managers, managing over $1.3 trillion in assets with 875 investment professionals across 19 offices and a nearly 100 year history with an unusually low level of turnover along the way. Wellington has developed, recruited, and retained leading global investment talent across public equities, fixed income, and recently private markets as well. My guest to discuss this training ground is Jean Hynes, CEO of Wellington, who has spent more than thirty years at the firm starting as an administrative assistant. Our conversation covers Wellington's cultural values and boutique investment team model, including apprenticeship for junior talent, recruiting at the mid-level, and promotion all the way to partner. We then discuss Wellington's evolution from a U.S. equity value shop to a global, multi-asset, multi-strategy powerhouse, and Jean's evolution from a portfolio manager to CEO.   Take Capital Allocators Audience Engagement Survey Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

David Osman of IRF is joined by Paul Cavey, the Founder of East Asia Econ. ----more---- In this podcast, Paul Cavey discusses the various cyclical, geopolitical, political and structural factors that are influencing the economic outlook for China, Japan, South Korea and Taiwan. Paul assesses how the policies of the Trump 2.0 Administration could impact on the East Asian region. He compares the situation now to that in the mid-1980s at the time of the Plaza Accord currency agreement. Paul explains what is likely to be different in 2025, with particular reference to the outlook for interest rates and the currency exchange rates versus the US dollar. Paul concludes with an assessment of some of the longer-term demographic and technological trends that are influencing the region. Paul Cavey has been analysing the North East Asian Economies, with a particular focus on China, for over 25 years. He was the Chief Regional Economist at several leading firms, notably the Economist Intelligence Unit, Macquarie Securities and Wellington Management. East Asia Econ provides high-quality analysis of macro and market issues in China, Japan, Korea and Taiwan.

Can financial markets help solve climate change, poverty and inequality on a worldwide scale? The UN-backed Principles for Responsible Investment supports an international network of investor signatories looking to incorporate ESG factors into investment and ownership decisions. Launched in 2006, the PRI has grown to more than 5,300 signatories managing over $121 trillion. Ahead of this week's 16th annual PRI in Person conference in Toronto, senior ESG analyst Rob Du Boff chatted with PRI Chief Sustainable Systems Officer Nathan Fabian and board member Wendy Cromwell, vice chair and head of sustainable investment for Wellington Management.See omnystudio.com/listener for privacy information.

Tim Antonelli, head of insurance multi-asset strategy for Wellington Management, says insurers should refocus their investment efforts to be more dynamic and opportunistic.

I'm always excited to talk to climate investors who have been around for a bit, those who were investing during the Cleantech 1.0 phase, saw the ups and the downs, and have stuck through to our current climate tech boom. Some of the challenges that the earlier era of cleantech investing saw – like high capex and long payback periods – are still relevant today, and experienced investors offer nuanced insights into current opportunities and what the future might hold.I was thrilled to talk to Greg Wasserman. Greg started investing in clean energy almost 20 years ago at Goldman Sachs. I'll let you hear the twists and turns of his background directly from him, but suffice to say he fits the bill of someone who's worn multiple prestigious hats to finance climate solutions. Greg recently closed a new $385 million climate fund at Wellington Management, one of the world's largest independent investment management firms with over $1 trillion AUM.We talk about Greg's journey, how climate investing has changed, what he's currently excited about, opportunities for the future, and much more.In today's episode, we cover:[3:03] Greg's background & what got him interested in climate investing[5:30] Greg's experience at Goldman Sachs[6:54] Greg's experience at the Clinton Foundation[9:47] Greg's experience at Generation Four Investment Management[13:53] Wellington & what it's known for[15:19] Wellington's Climate Fund[17:42] Leveraging resources & resources for Wellington's fund[20:20] The state of climate investing[22:32] Interesting innovations & where the fund is focused[24:40] The influence of blockchain technology in climate solutions[26:28] Measuring impact of the fund[29:14] Wellington's investment in Orennia[31:54] Wellington's investment in SPAN[34:56] What's coming in the next 5-10 years for climate investingResources MentionedWellington ManagementOrenniaSPANConnect with Greg WassermanConnect with Greg on LinkedInConnect with Jason RissmanOn LinkedInOn TwitterKeep up with Invested In ClimateSign up for our NewsletterLinkedInInstagramTwitterHave feedback or ideas for future episodes, events, or partnerships?Get in touch!

Introducing Climate Now:  Today, we are excited to bring you an episode from the Climate Now podcast. Climate Now, hosted by James Lawler, and accessible wherever you listen to podcasts as well as on their website - climatenow.com - is a podcast and newsletter that explores and explains the ideas, technologies, and policies we need to address the global climate crisis. The episode we're sharing, "When insurers can no longer afford the risk," features former Director of Investment Research at Wellington Management, and current Founder of Probable Futures, Spencer Glendon. In this episode, you'll learn how home insurance policies are priced today, why that method is proving insufficient in a rapidly changing climate, and what this means for the future of the home insurance industry and homeowners. More available at climatenow.com___Energy vs Climate: How climate is changing our energy systemswww.energyvsclimate.com Twitter/X | Bluesky | YouTube | LinkedIn | Facebook | Instagram

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in greater financing of deficits, but he notes that a divided government, the market will price in a bigger fiscal contraction regardless of who the president is, bringing yields down. Khurana says the Federal Reserve should already have been cutting interest rates but will start next month, although he is expecting a slow, methodical cutting process rather than knee-jerk cuts in response to any data changes. On the stock side of the investment world, Matt Harris, chief investment officer at The Hausberg Group says that the volatility that surfaced early in August hasn't given him any reason to distrust the trend, which remains intact on a long-term basis and which he does not think will be broken despite heightened volatility between now and election day. Aaron Filbeck, managing director of the CAIA Association, discusses interval funds, their fee structure and potential and responds to a recent Wall Street Journal article on how their fees "will leave you high and dry." Plus, in the Market Call, Conrad Doenges, chief investment officer at Ranger Investment Management discusses small- and micro-cap investing.

Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the complexities of cross-asset dynamics with a specific emphasis on global bond portfolios. In this episode, he unveils his analytical process, which integrates advanced and highly differentiated methodologies such as Market Profile, DeMark studies, and the Elliott Wave Principle across multiple timeframes. These frameworks not only enhance his understanding of whether markets are trending or correcting but also inform his alternative view on where markets may diverge from his thesis. The mosaic of tools enable him to uncover opportunities with a breadth of concurrent evidence and quantify shorter-term volatility against longer objective risk/reward objectives.From macroeconomic insights to tactical money management decisions around timing and position sizing, Brian's approach offers listeners a unique perspective on optimizing portfolio performance across diverse regions of the globe. Whether you're a seasoned investor seeking to refine your strategy or someone new to fixed income markets, Brian's expertise promises to provide invaluable insights that can elevate your investment decisions. Tune in to Fill the Gap Episode #41 and gain a deeper understanding of strategic global bond portfolio management with one of the industry's leading practitioners.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.   Show notes As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North America, Europe, and APAC. Her strategic business priorities include globalizing the firm; advancing diversity, equity, and inclusion; integrating technology throughout the business; and positioning the firm for the future of active management. Throughout her nearly 30 years at Wellington, Jean has researched the pharmaceutical and biotechnology industries, as well as served as a health care portfolio manager and leader of the Health Care Team. One of five female CEOs among the top 20 asset management firms, Jean is the recipient of multiple industry awards. Since 2014, she has served as one of the firm's three managing partners, who are collectively responsible for the governance of the Wellington Management partnership. She works in our Boston office.   Disclaimer This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers. This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​ Information in this podcast should not be considered as a recommendation or advice to own any specific asset class.  This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional.  All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​ This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.   Pull Up a Chair is produced by Association Briefings.

Household debt is a good investment as the US economy remains strong, Jeremy Forster, portfolio manager at Wellington Management, says in the latest Credit Edge podcast from Bloomberg Intelligence. “We do still think that the US consumer is in really good shape,” he tells Bloomberg News' James Crombie and Bloomberg Intelligence Senior Credit Analyst Arnold Kakuda. Forster expects “compelling” returns in fixed income for 2024, which he thinks will be the year of the bond. In addition, Wellington likes financial sector and electric utility debt. Forster and Kakuda also debate liability-driven investing and risk in the banking sector as interest rates stay high. See omnystudio.com/listener for privacy information.

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss how sentiment rather than actual inflation trend shifted in Q1, goods vs services inflation, PCE vs CPI inflation, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

Catherine Gray, the host of Invest In Her, interviews Joanna Kuang, Senior Vice President of Product Development and Impact at Illumen Capital. Joanna has dedicated her career to expanding access to capital in pursuit of inclusive justice for and alongside under-resourced people of color. She believes a combination of public, private, and philanthropic capital drives the most meaningful impact when coordinated toward a shared systemic goal.   Before Illumen Capital, Joanna advised and built capacity for local, state, and federal governments on driving taxpayer dollars towards meaningful results for overlooked and underestimated communities at Third Sector Capital Partners. She began her career at Wellington Management, defining and managing impact for the institutional asset manager's sole impact investing portfolio. https://www.illumencapital.com/ www.sheangelinvestors.com  Follow Us On Social Facebook | Instagram | Twitter | LinkedIn      

This episode of Fill the Gap features a live Fireside Chat with special guests Robert J.  Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024.This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry's use of technical analysis throughout the illustrious 50 year careers as colleagues, clients, and friends. One of Institutional Investors most highly decorated research analysts and first President of The Market Technicians Association (now CMT Association), Robert J. Farrell will share insights on how he implemented the toolkit of technical analysis to understand market behavior, fund flows, positioning, price action and the character and direction of public markets. Joined by Walter Deemer, who got his start into finance on Bob's famed Merrill Lynch research team before moving to the buyside at George Tsai's Manhattan Fund during the "go-go years" of the Nifty 50, and then leading technical research at Putnam in Boston alongside other technical giants Bill Doane at Fidelity Investments and Bill Diianni at Wellington Management. These colleagues explore what it takes to be an effective contrarian investor, how to communicate technical concepts to a broad audience, and how the discipline has evolved. Enjoy Episode #37 of Fill the Gap with special guest host Frank Teixeira, CMT, CFA!Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

Nanette Abuhoff Jacobson, multi-asset strategist at Wellington Management -- the global investment strategist for the Hartford Funds -- says that she prefers equities to bonds right now, despite fixed income delivering its best returns in years, noting that she particularly likes dividend paying stocks, both in the U.S. and in Europe. Jacobson also likes Japan, but she dislikes emerging markets and is particularly wary of China right now. Todd Rosenbluth at VettaFi likes the looks of a relatively new actively managed ETF from T. Rowe Price that invests in small and mid-cap companies as his "ETF of the Week."  Greg McBride discusses a new study from Bankrate.com showing that 36% of Americans have more credit-card debt than emergency savings and, in the Market Call, Tobias Carlisle of the Acquirers Funds talks about his brand of deep-value investing.

#tokenization #digitalassets #securitytoken   Tune in to this episode of the Security Token Show where this week Herwig Konings, Kyle Sonlin & Jason Barraza cover the industry leading headlines and market movements, including RealT tokenizing itself in Switzerland to raise $5M from customers!   This week we a chance to sit down with Remy Jacobson, Co-Founder and Co-CEO of RealT   Company of the Week - Herwig: Citi: https://www.citi.com/    Company of the Week - Kyle: Backed: https://backed.fi/     = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/  Herwig: https://www.linkedin.com/in/herwigkonings/ Jason: https://www.linkedin.com/in/jasonbarraza/  Opinion articles, interviews, and more: https://medium.com/security-token-group  Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/c/securitytokenmarket    All articles that were discussed were sourced from https://STOmarket.com/news     Check out our medium blog for more news!   Token Debrief   Citi, Wellington, WisdomTree, and DTCC Test Tokenized Private Equity Funds on Avalanche: https://www.businesswire.com/news/home/20240214190058/en/Citi-Collaborates-with-Wellington-Management-and-WisdomTree-to-Explore-Tokenization-of-Private-Markets%e2%80%a6   Axiology Raises €2M for Lithuanian Tokenization Platform: https://arcticstartup.com/axiology-raises-e2m/   DTCC Says Blockchain Won't Bring Public Markets to T+1 by May 2024: https://www.ledgerinsights.com/dtcc-blockchain-t1-tokenization-potential/   Ripple to Acquire Standard Custody & Trust Company to cater to Institutions: https://ripple.com/ripple-press/ripple-announces-acquisition-of-standard-custody-trust-company-expands-its-portfolio-of-regulatory-licenses/?utm_campaign=&utm_medium=organic_social&utm_source=linkedin   5.New Iowa Bill: Tokenized RWAs are Personal Property: https://cryptoslate.com/tokenized-real-world-assets-rwa-redefined-as-personal-property-in-landmark-iowa-digital-asset-bill/    Reserve Bank of India's Wholesale CBDC Pilot to Test Tokenization:  https://www.cryptotimes.io/2024/02/10/rbi-tests-asset-tokenization-in-wholesale-cbdc-pilot/    Hashgreed Gets Approval to Tokenize Real Estate from Nigerian SEC:  https://tribuneonlineng.com/sec-grants-hashgreed-approval-to-tokenize-real-estate-based-assets/    INX and Republic Extend Acquisition Deadline: May 2024: https://www.prnewswire.com/news-releases/inx-agrees-to-extend-negotiating-period-for-potential-acquisition-deal-with-republic-302063355.html   The Market Movements ODX's START Expands Beyond Real Estate: https://www.ledgerinsights.com/odxs-start-security-tokens-beyond-real-estate/    DeFi Platform Fortunafi's TAP App Available on Arbitrum: https://fortunafi.beehiiv.com/p/fortunafi-tap-app-is-live-on-arbitrum    Backed, Morpho, and Steakhouse Financial Add PayPal's PYUSD: https://www.nasdaq.com/press-release/paypals-pyusd-gets-defi-yield-powered-by-backeds-real-world-assets-on-morpho-2024-02     Great Eagle Gold To Issue Token Dividend: https://www.marketscreener.com/quote/stock/GREAT-EAGLE-GOLD-CORP-139310435/news/Great-Eagle-Gold-Corp-Launches-Tokenization-Partnership-Program-TPP-for-Enhanced-Shareholder-Enga-45959032/    MetaWealth Raises $3.6M for Tokenized Asset, Led by Romanian Investors: https://www.romania-insider.com/metawealth-romanian-investors-tokenized-real-estate-deal-spain-2024    STM Launches Monthly Market Report: January 2024: https://medium.com/security-token-group/stm-market-report-january-2024-6ca48e168cb4?source=collection_home---4------0-----------------------    = Check out our Companies = Security Token Group: http://securitytokengroup.com/   Security Token Advisors: http://www.securitytokenadvisors.com/   Security Token Market: https://stm.co  InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:16 Introduction 1:05 The Token Debrief 19:35 STS Interviews: RealT 27:49 The Market Movements 45:41 Companies of The Week: Citi, Backed

Hablamos con Andrés Pedreño, responsable de Ventas para Iberia de Wellington Management.

We have got a phenomenal podcast for you today. A four-time guest, four times, Tim Antonelli, Managing Director Insurance Multi-asset Strategist and Portfolio Manager at Wellington.

Paul Braverman was a cultural force behind the growth and success of Wellington Management which currently has over $1.3 trillion under management.  Since retiring in 2007, he has served on over 17 boards of directors, including boards of public and private companies and nonprofit organizations. In this episode we discuss the most important drivers of board success. We love our listeners! Drop us a line or give us guest suggestions here.   Big Ideas/Thoughts/Quotes: “I think the culture of Wellington is its most sustainable competitive advantage. It always has been, and the culture is basically the name of the book (I wrote) entitled: Client, Firm, Self: The History and Culture of Wellington Management Company. We believed that we existed for the benefit of our clients and that they always came first, and then the firm, and then the individual.” What was there that allowed Wellington to sustain that very, very, very strong culture for so long? What we all observed how devoted the founders were to each other, how they watched over each other, took care of each other, helped each other's families. If there were problems, we watched when one of the partners passed away how well they looked after his spouse, things like that - -  we learned by observing them. I said in my final speech when I left the firm, I learned more about life at Wellington than I did about the investment business just by watching the character of these people and how they conducted their lives and treated other people. How does a board help maintain the culture of the company for which it serves? The board, I believe, sets a tone at the top, and it is a tone that we exist for the benefit of our clients or our customers. We are accountable to the shareholders. We need to take care of our employees. We need to take care of the cities and the locales that we do business in to help wherever we need to help philanthropically, and to set that tone for the rest of the company. It's not just always business and always profits. You're not going to believe this, but I never had a budget all the years that I was there. Reputational Risk: with a company like Wellington Management, which works so hard to create the culture and to create the reputation of the company – it often becomes one of, if not the, most valuable asset of a company. It's one of the most important responsibilities that a board has. The amazing thing about it, Joe, is as hard as we worked on it, as strong as it was, it's still fragile. It's always fragile. It can just be one incident.  Board of One My worry is that a specialist who doesn't have the broad experience, when we finally get to the point when we have to decide about a cybersecurity attack or something, I don't want the decision to be in a vacuum by one person. Role of a Board chair I have chaired a few boards, I chair one now, and what I say to the other board members is, "Before we start, I just want you to know one thing. I work for you, you don't work for me, so I'm here serving you." I think that helps a lot. I'm very transparent. I reach out to them all the time seeking a wider audience. I set the agenda with the CEO, and I meet with the CEO once a quarter privately to make sure to see how the company's doing.  I try to keep myself out of the board meeting as much as possible, other than to make sure everybody stays on track as far as time and that we cover the key points.   Board Chair and the CEO. If they aren't working well together to make sure that the board is being effective, what does a board member do? To the extent that you don't like something that's going on, you have to go to your chair because at some point, you're violating either the prudent man rule or your fiduciary responsibility. We're fiduciaries so you're going to have to report it and you're going to have to do something about it. Either something has to change, or you have to change in terms of moving on.

In 2023, two major insurers joined a growing list of companies that will no longer offer new home insurance policies in California. In Florida, the situation is worse, with more than a dozen large home insurance companies retreating from the state. Both states have seen devastating property losses due to extreme forest fires and hurricanes - risks that are only increasing due to the changing climate.But why can't the insurance companies simply adjust premiums to reflect the changing risk that climate change is bringing, rather than leaving a market entirely? Because like many economic models, insurance risk is assessed based on historical data (in some cases, by law), which is not particularly reflective of future (or even present) risk. Dr. Spencer Glendon, Founder of Probable Futures and former Head of Research at the investment firm Wellington Management, returns to Climate Now to examine how much our historical experiences can be used to inform how we should respond to our rapidly changing world, and how the roles of quantitative data, empirical analysis, and storytelling may need to shift for us to make the most of our collective wisdom in preparing for challenges of the future.Follow us on Twitter, LinkedIn, Facebook, and Instagram.Contact us at contact@climatenow.comVisit our website for all of our content and sources for each episode.

Happy Thanksgiving to everyone. For a little turkey treat, today's show has me on the other side of the mike. Sarah Samuels, the head of manager research at powerhouse consultant NEPC and a past guest on the show, is also the Board Chair of the CFA Society in Boston. She's created a podcast series for the Society called “Pull Up a Chair,” and I was honored to be her inaugural guest. We recorded live at Wellington Management's headquarters earlier this month in front of a crowd that included Tim McCusker, the CIO at NEPC, and Jean Hynes, the CEO of Wellington. I'm a big fan of the collegial Boston investment community and was excited to participate. Sarah drew out some personal anecdotes about my investment career and a look at the business around Capital Allocators. At the end, I offer up a pitch for a children's book Sarah wrote that will release in April called Braving Your Savings. Keep your eye out for it in the coming months. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Joanna has dedicated her career to expanding access to capital in pursuit of inclusive justice for and alongside under-resourced people of color. She believes a combination of public, private, and philanthropic capital drives the most meaningful impact when coordinated towards a shared systemic goal. Prior to Illumen Capital, Joanna advised and built capacity for local, state, and federal governments on driving taxpayer dollars towards meaningful results for overlooked and underestimated communities at Third Sector Capital Partners. She began her career at Wellington Management, defining and managing impact for the institutional asset manager's sole impact investing portfolio. Ms. Kuang earned a B.A. in Mathematics from Duke University, and as a Robertson Scholar, she was also dual enrolled at the University of North Carolina Chapel Hill.

Joanna has dedicated her career to expanding access to capital in pursuit of inclusive justice for and alongside under-resourced people of color. She believes a combination of public, private, and philanthropic capital drives the most meaningful impact when coordinated towards a shared systemic goal. Prior to Illumen Capital, Joanna advised and built capacity for local, state, and federal governments on driving taxpayer dollars towards meaningful results for overlooked and underestimated communities at Third Sector Capital Partners. She began her career at Wellington Management, defining and managing impact for the institutional asset manager's sole impact investing portfolio. Ms. Kuang earned a B.A. in Mathematics from Duke University, and as a Robertson Scholar, she was also dual enrolled at the University of North Carolina Chapel Hill.

Miguel Armaza sits down with Stuart Sopp, CEO and Co-Founder at Current, one of the largest New York fintech platforms offering financial services to US consumers.Launched in 2015, Current serves almost four million customers and is backed by Andreessen Horowitz, Tiger Global, TQ Ventures, Avenir, Sapphire Ventures, Foundation Capital, Wellington Management, QED, and many more.We recorded this conversation live in the heart of NYC at Barclays Rise, as part of a series of events during New York Tech Week.We discussed:Launching Current and why it took many iterations and two pivots to eventually land on Current present stateThe importance of balancing growth and tech development in periods of hypergrowthWhy Stuart believes we've entered the “era of value” for fintech and what this means for founders launching companies these daysWhat he's learned working with Mr. Beast and many other influencersWhy NYC is the best place to start a fintech company… and a lot more! Want more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary, instead? Check out the Fintech Leaders newsletter and join almost 60,000 readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Brij Khurana, fixed income portfolio manager at Wellington Management, says he expects the Federal Reserve to pause in its rate hiking cycle at its meeting this week, though that doesn't mean there won't be another rate increase at the next meeting if conditions warrant it. And under current conditions, Khurana says he is frequently asked why to go with bonds when cash can generate nice returns in bank certificates of deposit, to which he notes that bond prices are cheap right now, making this an ideal time to consider lengthening maturities as the Fed is looking at moving to the next phase of the rate cycle. Also on the show, Greg McBride talks about the latest BankRate.com study showing that Americans know they need to save more for emergencies, but are actually saving less, particularly when inflation is factored in, Kyle Guske, investment analyst at New Constructs, puts a mutual fund whose manager has been a guest on the show many times, into "The Danger Zone," noting that it has a high preponderance of dangerous stocks, and Martin Leclerc, chief investment officer at Barrack Yard Advisors, goes looking for cash producers in the Money Life Market Call.

Whether or not the Fed decides to raise rates in November, there are more important things that long-term investors should focus on. Managing Director at Wellington Management and Fixed-Income Strategist for Hartford Funds, Amar Reganti, returns to the podcast to discuss where he sees opportunity within fixed income.

Spencer founded Probable Futures to help us all become climate change literate. Before that he was Director of Investment Research at Wellington Management. He holds a PhD from Harvard. The Canadian Money RoadmapDiscover strategies to save, invest, and grow your money effectively.Listen on: Apple Podcasts SpotifySupport the show

My guest on the show today is Donald Porter, Portfolio Manager and most recently an Equity Research Analyst at Wellington Management. I am extremely grateful that I've had the opportunity to host this podcast for the last 8 years - I say this because, this sounds crazy to say, I last hosted Donald on the show in July 2016, when he was at DGHM to discuss his first white paper "MicroCaps Value Uncovered." We were reconnected by Doug Porter from Acuitas Investments (no relation by the way - thank you Doug), and it just so happens that Donald had updated his white paper on why MicroCap stocks still present a compelling investment opportunity in 2023. We chat about the current MicroCap environment, international MicroCaps, his quick takes on various sectors and more! Today's episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Today's Sponsored Insight features Michael Carmen, the Co-Head of Private Investments at Wellington Management. Wellington's Private Investment platform has $8 billion in committed capital investing across technology, consumer, health care, and financial services. Michael helped launch the firm's first private equity fund in 2014, bringing Wellington's broad scope to late-stage venture-backed companies. He previously invested in diversified small- and mid-cap public equities. Our conversation covers Michael's early career, path to Wellington, and pivot after a decade at Wellington from public markets to privates. We discuss his investment process across sourcing, diligence alongside Wellington's public equity analysts, value proposition for portfolio companies, portfolio construction, and exits. We close with opportunities and risks for those with capital to put to work. For full show notes, visit the episode webpage here. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Michael DeLucia  is the Sector Lead for Climate Investing at Wellington, an investment management firm with over $1 trillion assets under management. Before joining Wellington Management in 2021, Mike was a founding partner at ⁠Sidewalk Infrastructure Partners⁠ (SIP), where he led all aspects of the investment process for companies and projects in the infrastructure technology space, focusing.  Prior to joining Wellington Management in 2021, Mike was a founding partner at Sidewalk Infrastructure Partners (SIP), where he led all aspects of the investment process for companies and projects in the infrastructure technology space, with a focus on investments in the energy transition and the built environment. SIP is a spin-off of Alphabet's cities-of-the-future arm, Sidewalk Labs, where he worked as associate director, of investments.  He was also previously a vice president in the Energy Markets Division of Macquarie Group, investing directly in the energy and power sectors. Mike began financing energy companies as a project finance analyst at HSH Nordbank, then as an investment associate at Nereus Capital.  Mike holds a B.A. in philosophy and economics from Brown University. About VSC Ventures: For 20 years, our award-winning ⁠⁠PR agency VSC⁠⁠ has worked with innovative startups on positioning, messaging, and awareness. We are bringing that expertise to help climate startups with storytelling and narrative building. Last year, general partners Vijay Chattha and Jay Kapoor raised a $21M fund to co-invest in the most promising startups alongside leading climate funds. Through the conversations on our show CLIMB by VSC, we're excited to share what we're doing at VSC and VSC Ventures on climate innovation with companies like ⁠⁠Ample⁠⁠, ⁠⁠Actual⁠⁠, ⁠⁠Sesame Solar⁠⁠, ⁠⁠Synop⁠⁠, ⁠⁠Vibrant Planet⁠⁠, and ⁠⁠Zume⁠⁠ among many others.

Santiago Millán, Macro Strategist at Wellington Management, one of the largest asset managers in the world, joins Kopi Time to talk about China. Whether it is the macro outlook, space for further stimulus, policy stance, state of financial markets, regulatory framework, great power rivalry, tech war, green transition, or the overall investment thesis on the country, Santiago has nuanced insights to offer. His key point is to appreciate the complexities of a large, consequential, and rapidly evolving economy and society like China. Broad-brushed analysis almost always gets it wrong; we need to think deeply when it comes to China's medium term direction, especially with respect to its undeniable role in global trade, technology, and movement of capital.  See omnystudio.com/listener for privacy information.

Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWAAB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles. Our conversation traces Sonali's roots and the path her parents took as immigrants from India as well as the entrepreneurship and sacrifice that served as the backdrop to her childhood. The entrepreneurship journey took them from lobby convenience store stands to real estate and the focus was on studying and academic achievement and, always, hard work. We move then to her journey into investment and finance and how she found her voice and style in developing a network and some of the surprising turns that that journey took. This discussion infuses Sonali's personal and professional lives, in which she followed a tradition of "breaking with tradition" in her own choice of life partner, and this has given her a new appreciation for diversity and inclusion. Sonali has numerous interests that are close to her heart and many of them relate to STEM and finance and getting those areas more diverse. In particular her work with EWAAB (Encouraging Women across All Borders) is impactful in this respect and we discuss what drives her to do more in this area. Series 3 of the 2023 Fiftyfaces Podcast is supported by Eagle Point Credit Management. Eagle Point Credit Management is a specialist investment manager principally focused on income-oriented credit investments in niche and inefficient markets. Founded by Thomas Majewski in partnership with Stone Point Capital in 2012, Eagle Point currently manages over $7.8 billion in AUM. Investment strategies pursued by the firm include collateralized loan obligations (“CLOs”), portfolio debt securities, and other opportunities across the credit universe. Currently, they believe that Eagle Point is the largest investor in CLO equity in the world and one of the largest non-bank lenders focused on providing financing solutions to credit funds. Learn more about Eagle Point at http://eaglepointcredit.com/

Sonali Patel Wilson is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area. She sits on the investment committee of the Harry and Jeanette Foundation in Baltimore and she is the trustee of EWAAB Encouraging Women across All Borders, which helps college aged women and non-binary individuals build their confidence to enter STEM and finance fields. She previously held various positions at PIMCO focused on account management in the alternatives area and has held various investor relations and analyst roles. Our conversation traces Sonali's roots and the path her parents took as immigrants from India as well as the entrepreneurship and sacrifice that served as the backdrop to her childhood. The entrepreneurship journey took them from lobby convenience store stands to real estate and the focus was on studying and academic achievement and, always, hard work. We move then to her journey into investment and finance and how she found her voice and style in developing a network and some of the surprising turns that that journey took. This discussion infuses Sonali's personal and professional lives, in which she followed a tradition of "breaking with tradition" in her own choice of life partner, and this has given her a new appreciation for diversity and inclusion. Sonali has numerous interests that are close to her heart and many of them relate to STEM and finance and getting those areas more diverse. In particular her work with EWAAB (Encouraging Women across All Borders) is impactful in this respect and we discuss what drives her to do more in this area. Series 3 of the 2023 Fiftyfaces Podcast is supported by Eagle Point Credit Management. Eagle Point Credit Management is a specialist investment manager principally focused on income-oriented credit investments in niche and inefficient markets. Founded by Thomas Majewski in partnership with Stone Point Capital in 2012, Eagle Point currently manages over $7.8 billion in AUM. Investment strategies pursued by the firm include collateralized loan obligations (“CLOs”), portfolio debt securities, and other opportunities across the credit universe. Currently, they believe that Eagle Point is the largest investor in CLO equity in the world and one of the largest non-bank lenders focused on providing financing solutions to credit funds. Learn more about Eagle Point at http://eaglepointcredit.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In Series 3 of the Fiftyfaces Podcast we start to dig deep – into sustainability standards, fintech, what impact actually means, and bust myths around hybrid working, the great resignation and entrepreneurship. We ask whether we are using the right terminology - especially with respect to the vexed topic of ESG - and as whether private wealth is serving the diverse client base appropriately. We look at fintech advances as well as changes in privacy and what it will mean in terms of our personal choices. An executive search expert dissects the impact of the shift to hybrid working and the changes that she sees in the hiring landscape, while a policy expert shares what it is like to work with some of the luminaries of finance. The guests on Series 3 are: Robert Eccles who describes himself – in a nutshell – as a dedicated weightlifter, capital markets activist and professional committed to improving corporate reporting and enhancing ESG integration by companies and investors. Marah Curtin who describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”. Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning.  Monisha Varadan who works at Google focused on Privacy and Partnerships, and is a partners at Zephyr Ventures, an acquisition vehicle set up to invest in profitable, growth businesses. She is Director of the Start up Bootcamp and is Entrepreneur in Residence at INSEAD Duncan McInnes who is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. Libby Cantrill who is a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm's Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. . Cathy Ulozas, who is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.  Tory Hyndman who is a Partner at Charta Partners. She is passionate about educating women about careers in the City and is a volunteer for Founders4Schools as well as Maths4Girls as well as an Ambassador for The Diversity Project. Monika Mantilla who is the President and CEO of Altura Capital, which provides institutional investors and strategic partners a mechanism of investing in underserved markets including high-performing small and diverse businesses. Sonali Patel Wilson, who is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area.  David Semmens who is a Chief Investment Officer at Cadro and an External Investment Committee Member at Wealthify where he was previously CIO. He holds additional Investment Committee and advisory roles and is an adjunct lecturer at Heriot-Watt University. Bonus Episode: Isabella Mandis who is a freshman at Harvard College and the founder of “Girls who VC” an industry affinity group which offers resources, content and community to women interested in pursuing careers in or learning more about venture capital. Series 3 of the 2023 Fiftyfaces Podcast is supported by Eagle Point Credit Management, a specialist investment manager principally focused on income-oriented credit investments in niche and inefficient markets. Learn more about Eagle Point at http://eaglepointcredit.com/

In Series 3 of the Fiftyfaces Podcast we start to dig deep – into sustainability standards, fintech, what impact actually means, and bust myths around hybrid working, the great resignation and entrepreneurship. We ask whether we are using the right terminology - especially with respect to the vexed topic of ESG - and as whether private wealth is serving the diverse client base appropriately. We look at fintech advances as well as changes in privacy and what it will mean in terms of our personal choices. An executive search expert dissects the impact of the shift to hybrid working and the changes that she sees in the hiring landscape, while a policy expert shares what it is like to work with some of the luminaries of finance. The guests on Series 3 are: Robert Eccles who describes himself – in a nutshell – as a dedicated weightlifter, capital markets activist and professional committed to improving corporate reporting and enhancing ESG integration by companies and investors. Marah Curtin who describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”. Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning.  Monisha Varadan who works at Google focused on Privacy and Partnerships, and is a partners at Zephyr Ventures, an acquisition vehicle set up to invest in profitable, growth businesses. She is Director of the Start up Bootcamp and is Entrepreneur in Residence at INSEAD Duncan McInnes who is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. Libby Cantrill who is a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm's Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. . Cathy Ulozas, who is Chief Investment Officer at Drexel University where she has just celebrated her 13th anniversary as CIO. She has had a long career in asset management, including stints as a bond trader and portfolio manager.  Tory Hyndman who is a Partner at Charta Partners. She is passionate about educating women about careers in the City and is a volunteer for Founders4Schools as well as Maths4Girls as well as an Ambassador for The Diversity Project. Monika Mantilla who is the President and CEO of Altura Capital, which provides institutional investors and strategic partners a mechanism of investing in underserved markets including high-performing small and diverse businesses. Sonali Patel Wilson, who is Managing Director and Director of Alternatives, Americas at Wellington Management where she is based in the New York City area.  David Semmens who is a Chief Investment Officer at Cadro and an External Investment Committee Member at Wealthify where he was previously CIO. He holds additional Investment Committee and advisory roles and is an adjunct lecturer at Heriot-Watt University. Bonus Episode: Isabella Mandis who is a freshman at Harvard College and the founder of “Girls who VC” an industry affinity group which offers resources, content and community to women interested in pursuing careers in or learning more about venture capital. Series 3 of the 2023 Fiftyfaces Podcast is supported by Eagle Point Credit Management, a specialist investment manager principally focused on income-oriented credit investments in niche and inefficient markets. Learn more about Eagle Point at http://eaglepointcredit.com/

Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss reframing the bank crisis as a duration bubble, how inflation distorts time, why shelter prices are not falling faster, and much more.   Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive