Investing is all about possibilities. In this podcast, we sit down with portfolio managers, market strategists, economists, and political experts for candid conversations about the greater possibilities they see ahead. Gain more perspectives from host Brian Levitt at invesco.com/BrianLevitt, and follow him on LinkedIn and Twitter. [Invesco Distributors, Inc.]
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Hosted by the culture critic Kristen Meinzer, “Innovation Uncovered” explores how breakthrough ideas are reshaping reality in extraordinary ways. In Season 2, we’ll learn even more inspiring stories at the intersection of business and technology, with an even greater emphasis on the agents of innovation. Each episode features an in-depth conversation with scientists, inventors or entrepreneurs who are creating large-scale change around the world. Subscribe to “Innovation Uncovered,” a podcas ...
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Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.
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ETF Battles is a weekly show from ETFguide TV with guest judges providing their insights on rival ETFs. Listen. Subscribe. Profit. Follow us on Twitter @ETFguide Watch us on YouTube @ YouTube.com/ETFguide
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Gina Scarpa is a full-time voice actor from Connecticut. Her recent projects include Invesco, Walmart, IKEA, L'Oreal, and VSP.
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Reorg podcasts feature highlights from the previous week, previews of what's to come in the week ahead and deep dives on issues and companies in the distressed and high-yield space. Stay informed on what's discussed on the podcast by requesting trial access to Reorg. We’re looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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NicsaTalk brings you conversations with C-suite and thought leaders from the asset and wealth management industry. Get insights into the personal backgrounds, career pathing, and mentors and sponsors that paved their professional journeys. Hear about some of the defining experiences of their careers, and the lessons they learned along the way. Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, sha ...
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Learn how investors are generating a positive environmental and social return, alongside a financial return. Covering ESG (environmental, social, and governance) integration, green bonds, impact investments, and more.
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Wattle Partners brings the insights of global thought leaders directly to you via two-way conversations. These sessions cover everything from the basics of investment markets and stock ideas to the post-pandemic outlook for every asset class.
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We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
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Fisker Bankruptcy, Hertz Debt Raise, Robertshaw-Invesco Ruling, Boies Joins Jones Defense
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Last week’s highlights include Fisker’s chapter 11 filing, Hertz’s $1 billion debt raise, a ruling in the Invesco/Robertshaw dispute over “required lender” status and David Boies joining former bankruptcy judge David R. Jones’ defense team. And, as always, we provide a preview of what’s on tap for this week. We’re taking a brief recess from our wee…
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Mo Haghbin - Customizing Solutions from the Top Down at Invesco (EP.390)
47:44
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Mo Haghbin is the Head of Multi-Asset Solutions at Invesco, where he develops and manages asset allocation strategies and portfolio solutions for $88 billion of client assets within the $1.7 trillion juggernaut. Our conversation covers Mo's journey to finance and his path to a leadership role at Invesco. We discuss Invesco’s solutions-based approac…
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A Timely, Interesting Conversation with Visionary John Davi from Astoria Portfolio Advisors
23:18
23:18
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In this episode, we are joined by John Davi, founder of Astoria Portfolio Advisors. Following three years of John consistently and accurately forecasting inflation would persist, he now shares his revised outlook for the current challenging environment and actionable recommendations for investors. We believe this interview will help advisors to nav…
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Ben Hunt - The Stories that Drive Markets (EP.393)
52:24
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Ben Hunt is the creator of Epsilon Theory and co-founder of Second Foundation Partners, where he writes and invests through the lens of narratives, or in his words “If a price moves, it is because a human told themselves a story.” Before turning to investing twenty years ago, Ben was a tenured political science professor and founder of two technolo…
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WTT: Reducing Fees: Actions Speak Louder Than Words
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I’ve been thinking about what it takes for allocators to lower the fee burden charged by managers on the path to increasing net returns. Read Ted’s blog here.
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The first half was a bit of a roller coaster ride for markets. They waited for data to confirm the future path of interest rates — then reacted (and sometimes overreacted) to almost every data point. So, what’s in store for the second half? Chief Global Market Strategist Kristina Hooper joins the podcast to discuss our midyear market outlook. (Inve…
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Gregory Makoff on NY Sovereign Debt Legislation
22:38
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This week on The Reorg Primary View, Gregory Makoff, senior fellow at the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School and author of Default: The Landmark Court Battle Over Argentina’s $100 Billion Debt Restructuring, talks with Reorg’s Simon Schatzberg about his view on recent proposed legislation governing sov…
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Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
1:00:35
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Yann Robard is the founder of Dawson Partners, a leading global alternative asset manager overseeing $20 billion that provides innovative structured solutions to the private markets. Formed initially as Whitehorse Liquidity Partners and rebranded as Dawson, both names are inspired by Yann’s 1,000 km bicycle journey in the Canadian Arctic that led t…
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SPECIAL ANNOUNCEMENT: CAU for IR/BD Professionals
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Please join us for our first Capital Allocators University for Investor Relations and Business Development Professionals. Learn more and sign up here.
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ETF Battles: What's the best bond ETF for investors?
19:30
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In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referee an audience requested triple-header ETF contest between funds linked to bonds. It's Avantis (AVIG) vs. Dimensional (DFCF) and BlackRock (USBF). Who wins the battle? As of early 2024, the total assets invested in bond ETFs have reached approximately $1.4 trillion. This market has…
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C Street’s Jon Henes: Insights into Corporate Communications in Restructuring
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In this episode of The Primary View, senior reporter Geoff Burrows sits down with Jon Henes, CEO of C Street Advisory Group, to discuss the crucial role of corporate communications firms in the restructuring world. They explore C Street's rapid expansion, the intricacies of managing communications for liability management transactions, and the impa…
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Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
59:50
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Graham Weaver is the managing partner of Alpine Investors, a $17 billion people-driven private equity firm that invests in software and services businesses. Graham founded Alpine on the belief that exceptional people create exceptional businesses. Alpine’s PeopleFirst approach includes hiring, training, and placing an army of CEOs in its portfolio …
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Seeking Growth Opportunities Outside the U.S. Market: A Conversation with Shane Duffy, Portfolio Manager at J.P. Morgan Investment Management
29:01
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In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …
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Foundever AI Risks; Zenith Analysis; European Sustainability-Linked Debt
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Welcome to the EMEA Core Credit Weekly podcast by Reorg. This episode covers:The risks U.S. call center operator Foundever faces from AI advancementsAn analysis of vehicle outsourcing firm ZenithRecent changes in European sustainability-linked loans and bondsWe value your feedback to help us improve the podcast experience. Please take a moment to c…
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State Tax Cuts with William Glasgall and CLO Market Outlook with Dagmara Michalczuk
51:39
51:39
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In this special double feature, Reorg senior reporter Hoa Nguyen sits down with William Glasgall of the Volcker Alliance to discuss post-pandemic state tax cuts. Glasgall delves into the risks of budget shortfalls and the evolving tax policy landscape in a volatile year.Next, Dagmara Michalczuk, co-chief investment officer at Tetragon Credit Partne…
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Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
53:46
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Anne-Marie Fink is the Head of Private Markets and Funds Alpha at the State of Wisconsin Investment Board or SWIB, which manages $140 billion of pension funds in the state. SWIB is not your typical U.S. pension fund manager. It invests with outstanding governance, alignment with beneficiaries, delegated authority, a competitively compensated team, …
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WTT: The Investment Manager Playbook - What Allocators Don't See
20:06
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My last post, The Investment Office Playbook: What Managers Don’t See, discussed part of what happens inside an investment office that managers don’t see but that significantly influences the cadence of capital deployed to managers. Of course, there are two sides to every coin. This post discusses what allocators don’t see when a manager chooses to…
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Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
1:10:54
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Alexis Ohanian is the General Partner and Founder of Seven Seven Six, an early-stage venture capital firm with $1 billion under management that he describes as a technology company that deploys venture capital. Alexis was the co-founder of Reddit, one of the most popular online forums in the world, which he sold 18 months after its 2005 launch for …
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Direct Lending in Europe: A Growing Force
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Join Maryna Irkliyenko, Head of Deal Origination and Private Credit at Reorg, as she delves into the dynamic world of European direct lending in this exclusive series, "The Future of European Direct Lending." In this episode, Maryna is joined by Anthony Fobel, founder and CEO of Arcmont, a leading European private debt asset management firm with ne…
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ETF Battles: Best ETF for Stocks in India? INDY vs. NFTY Face Off!
21:40
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In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referees an ETF contest between ETFs linked to stocks from India. It's BlackRock (INDY) vs. First Trust (NFTY). Find out who wins the battle! India is the second largest emerging market after China. It's got a deep pool and talented workforce, friendly government policies, technological…
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Bitcoin is having another moment. The price has been high, and investors have easier access to cryptocurrencies through a range of exchange-traded funds. Ashley Oerth and Ken Blay join the podcast to discuss how investors might incorporate bitcoin into their portfolio. (Invesco Distributors, Inc.)By Invesco
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Dan Tennebaum - The Case for India at India Capital (EP.387)
1:24:23
1:24:23
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Dan Tennebaum is the Managing Director at India Capital, a thirty-year-old investment firm focusing on public equities in India. Dan moved to the country twenty-five years ago and spent time in the start-up world and venture capital before pivoting to the public markets in 2007. Our conversation covers Dan's path from a U.S. Midwesterner to India, …
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Reorg Primary View: Columbia Threadneedle’s Ray & Shaifer on Leveraged Loans vs. Private Credit
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This week on The Primary View, Columbia Threadneedle’s Stanton Ray, head of the US loan platform and senior portfolio manager, and Mary Shaifer, head of CLO business development, join Reorg’s Hugh Minch to discuss the trends impacting private credit and leveraged loans, as well as similarities and differences between the two asset classes amid rapi…
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Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
1:12:50
1:12:50
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Brett Barakett is the Founder and Chief Investment Officer of Tremblant Capital, a 23-year-old long-short equity and long-only firm focused on deep fundamental stock research with a senior team that has been together for at least sixteen years. Brett has invested through rising and falling tides in the industry, ups and downs in fund flows, and alo…
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Conversations With Reorg: Deep Dive Interview with Freshfields’ Restructuring Expert for Mcdermott
39:28
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In the latest installment of our Coversation with Reorg series, Reorg’s Legal Director, Shan Qureshi, interviews Freshfields' restructuring expert, Michael Broeders, about his role in McDermott’s WHOA this year.We're looking for feedback to improve the podcast experience! Please share your thoughts here: www.research.net/r/Reorg_podcast_surveyFor m…
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EMEA Core Credit Weekly: Debt Collector Roundup, iQera, Intrum, DomusVi, Lottomatica
14:16
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Each episode of Reorg's weekly EMEA Core Credit podcast series features detailed discussions on issues and companies across the credit lifecycle. This week’s podcast includes discussions on: The latest key developments in the debt collector sector including iQera’s consent solicitation, Intrum’s looming maturities and DoValue’s upcoming earnings;Th…
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Steward Health Chapter 11; Mobileum Restructuring; FTX Payment Plan
11:17
11:17
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We’re taking a brief recess from our primary view interview series this week but will be back next week with our regularly scheduled dose of industry-leading discussions on leveraged finance and more.As always, we also bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what’s on tap for this …
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NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung
11:15
11:15
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Yie-Hsin Hung shares some of the defining moments of her career so far, and some of the lessons learned along her journey to be SSGA’s President & CEO. Recorded at Nicsa’s Strategic Leadership Forum 2024, where Yie-Hsin answered audience questions alongside Edward Jones’ Penny Pennington in our annual Face the Membership panel. For more, visit http…
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