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Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

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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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Welcome to Ask The Compound, the weekly show where Ben Carlson, Duncan Hill, and a rotating cast of financial experts answer your questions about investing and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz Wealth Management. Duncan is a podcast producer and the Director of Creative Media at Ritholtz Wealth Management. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Why Invest?

Waverton Investment Management

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In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Investment Uncut

Lane Clark & Peacock

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Investment Uncut is a podcast about investing. In each episode, hosts Mary Spencer, Laasya Shekaran and Jacob Shah are joined by guests to cut through the noise in the world of investing, bringing clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every other Wednesday.
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Insights Now

Dr. David Kelly, J.P. Morgan Asset Management

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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Investing Matters

Investing Matters

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Investing Matters is a brand new investing podcast brought to you in association with London South East. This podcast provides informative educational and entertaining content from the world of investing. We do not give advice, so please do your own research.
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Invest it Best

Wilsons Advisory

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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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An exploration into real estate businesses and asset backed investments. Rod talks to property developers, investors, business owners and professionals about the nitty gritty details involved in making their businesses move in the right direction. Hosted on Acast. See acast.com/privacy for more information.
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Complexity Premia

Coolabah Capital Investments

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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.
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Private markets are opaque and unfamiliar to many people. Within the podcast series 'Private Markets Unleashed', we are interviewing fascinating individuals representing diverse alternative asset classes to enhance transparency and foster greater understanding of private markets.
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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...
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Passive Income Pilots

Tait Duryea and Ryan Gibson

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Welcome to the Passive Income Pilots Podcast – the show designed to help pilots climb to new levels of financial success. Join Tait Duryea & Ryan Gibson, both airline pilots, business owners and investors, as they interview top experts and share practical knowledge on real estate, tax strategy, passive income and generational wealth. This one-of-a-kind show created specifically for professional pilots offers applicable strategies and tactics for improving your financial life. Whether you're ...
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Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what’s next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Investment Insights

BNP Paribas Asset Management

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Investment Insights is the podcast channel for BNP Paribas Asset Management and features in-depth commentary on the topics that really matter to investors. Each week, Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management, joins our investment experts to analyse the market through the lens of sustainability. Alongside our weekly analysis, we'll also be releasing the Uncapped Impact Series, about impact investing, every few weeks. For more insights, visit Viewpoint: https://vi ...
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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
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MD Market Watch Podcast

MD Financial Management

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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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[i3] Institutional Investment Podcast

[i3] Institutional Investment Podcast

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. This podcast focuses on institutional investors at pension funds and insurance companies. We cover topics such as asset allocation, portfolio construction and investment strategy. You can also subscribe to our complimentary newsletter at: https://i3-invest.com/subscribe/
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The Faith and Investing Podcast

Eventide Center for Faith & Investing

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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Any reference to Eventide’s Busines ...
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The SRI360 Podcast is focused exclusively on Socially Responsible, ESG, Impact, Sustainable & Responsible investing. To learn more, visit SRI360.com. Each episode presents an interview with a world-class investor who is an accomplished practitioner from different asset classes in lively, wide-ranging, long-format discussions. In each interview, we try to cover everything from each investor's early personal journey—and what motivated and attracted them to commit their life energy to SRI—to in ...
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LGIM Talks

Legal & General Investment Management

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're o ...
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Canada's Real Estate Podcast

Carla Browne & Adrian Schulz

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Welcome to Canada’s Real Estate Podcast, where seasoned real estate experts Carla Browne and Adrian Schulz guide you through the intricate world of Canadian real estate. With a wealth of experience and a finger on the pulse of the market, Carla and Adrian delve into current trends, offering invaluable insights on buying, selling, owning, financing, and managing real estate. Recognized as one of the 45 Best Canada Real Estate Podcasts by Feedspot, our podcast is your compass to navigate the d ...
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Publisher Philip Macalister introduces Good Returns TV and his first guests on the show, Andrew Bascand from Harbour Asset Management. Bascand says investors should halve their return expectations in an increasingly volatile market; financial adviser Murray Weatherston believes the review of the Financial Advisers Act has been resoundingly a win for the “big end of town”; and Julian McCormack, an investment specialist for Platinum Asset Management in Sydney, tells Philip why a recovery in Eu ...
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The Portfolio Construction Podcast

Netwealth Investments Limited

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In this podcast series, Paul O'Connor, Netwealth's Head of Investment Management & Research, picks the brains of key wealth management professionals to uncover unique insights on the investment areas they are most passionate about. Together they explore potential opportunities, challenges and considerations in the market while also sharing fascinating stories and lessons from their experience. We hope you enjoy the unique perspectives.
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Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services that include advice, investments and implementation. Russell Investments stands with institutional investors, financial advisors and individuals working with their advisors—using the firm’s core capabilities that extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help each achieve th ...
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Jennifer Prosek is the founder and CEO of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Los Angeles and Connecticut. Prosek Partners ranks among the top 10 independent public relations firms in the U.S., and among the top financial communications consultancies. T…
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Watch the video version on YouTube. Going into 2023, almost everyone was predicting a recession within the next 12 months. However, what we saw was quite the opposite: the U.S. economy grew at a 2.5% year-over-year pace, and the unemployment rate stayed below 4%. This positive momentum has continued into this year, although the economy is gradually…
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Despite several growing risks and ongoing volatility, opportunities persist. In this special episode, BMO Global Asset Management CIO Sadiq Adatia and your host, Mckenzie Box, make a case for global equities. They also discuss the value of an active approach and underscore the importance of asset allocation for long-term performance. ETFs mentioned…
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Kia ora, Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news that despite good economic data, Wall Street equity prices are tanking today as it downs in investors they have been far to…
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James Pick founder of Konnexsion www.konnexsion.com joined me for this episode to discuss how AI is being used in Property Management. We talk about communication and how important it is in property management. Different ways to communicate and to whom eg voice, SMS, Whatsapp, email etc. Audit trails Record keeping Getting all stakeholders communic…
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On episode 133 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisors Cameron Rufus, CFP, and Dan LaRosa, QPFC, AIC to discuss 20-year expected returns, tips for renewing insurance, starting a defined benefit plan, pros and cons of alternative investments, and much more! Submit your Ask The Compound questions to askthecompounds…
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What happens when Bono meets impact investors? They create The Rise Fund! In this episode, I’m speaking with Maya Chorengel, the co-managing partner of The Rise Fund — the world’s largest global impact platform committed to achieving measurable, positive social and environmental outcomes while securing financial returns for its investors. Founded b…
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How should investors interpret the latest twists and turns in the race for the White House? What’s behind the rise in US small-cap stocks? What should investors conclude now that China’s third plenum has ended? And why is August such a special month for our very own Ben Bennett, Head of Investment Strategy, Asia? This podcast is hosted by Frances W…
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How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and is this a good time to invest in these floating rate loans? These are some of the questions Daniel Morris, Chief Market Strategist, and Javier Perez Diaz, Head of Leveraged Loans, tackle on this edition. Other topics incl…
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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find …
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Kia ora, Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news lower commodity prices spread more widely overnight and a dark mood flowed over Chinese equity markets late yesterday. But…
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Join us as we explore the current real estate market, hiring strategies, and economic forecasts! In this episode, we’ll cover the Culture Index workshop and how matching personality traits to job roles can increase hiring success from 25% up to 90%. We’ll also discuss challenges of a major real estate sponsor, and the impact of foreclosures on the …
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Are you inundated with stories? One of the most important rules when making investment decisions is to avoid getting caught up in headlines. In this podcast episode, we chat with our very own Senior Portfolio Manager, Fundamental Equity Patrick Blais about the importance of blocking out the noise and making fact-based investment decisions. With an …
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Welcome aboard another episode of Passive Income Pilots! This week, Tait and Ryan are joined by Sean O'Toole, PropertyRadar.com founder, to discuss how pilots can find and invest in off-market rental properties. Sean shares his insights on leveraging public records, innovative strategies for contacting property owners, and the benefits of seller fi…
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In 1941, Oxford professor C.S. Lewis revealed that he had, through some mysterious chain of events, come into the possession of a collection of letters from one of the devil’s senior agents named Screwtape. The letters, which were addressed to his young apprentice nephew Wormwood, offered Screwtape’s crafty expertise in the art of temptation, which…
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In this week's episode, Carla and Adrian chat about the importance of building strong relationships in the real estate business. They cover everything from the value of referral relationships and integrating national brands to the need for transparency and regulatory compliance. Discover why fostering genuine connections can boost your business and…
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David Bodamer speaks with Jack Shannon, a senior analyst on Morningstar’s manager research team, in an episode recorded in front of a live audience at the Morningstar Investor Conference. They delve into the distinctions between active and passive ETFs, highlighting the nuances in their management and trading and whether active ETFs deliver on thei…
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Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks’ $10 million worth of farm land? Is Terry on track for retirement? That’s today on Your Money, Your Wealth® podcast 487 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, should Fred and Wilma use their 401(k) money for living e…
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Kia ora, Welcome to Tuesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news it’s been a toughish night for commodity currencies as markets mark down these prospects. That has been true for both hard a…
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Is investor interest in private markets set to continue? Or has their appeal been hit by the interest rate cycle of the last two years? And how can investors position themselves to align with the megatrends shaping the investment environment of the future? Andrew Lowry, Content Manager at Legal & General, is joined by Rob Martin, Global Head of Inv…
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Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equity manager that sits inside the $20B private equity firm. Unlike many public equity strategies at private equity firms, Stockbridge works closely and collaboratively with Berkshire’s private equity te…
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In this eye-opening episode I provide an insider's perspective on active funds. Discover how these funds function and learn the real differences between active and passive management. I reveal the clever marketing tactics used by active fund managers and break down all the hidden fees that might be eating into your investment returns. Using real-li…
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Kia ora, Welcome to Monday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news the economies of most major powers are in good shape and their companies are prospering. But for those who follow such things…
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In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…
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Craig Maddock, VP, Senior Portfolio Manager and Head of the Multi-Asset Management Team of 1832 Asset Management, and Wesley Blight, Portfolio Manager, reflect on the first six months of the year and discuss what we can expect for the remainder of 2024. Topics covered in this episode include interest rate cuts, interest rate expectations, artificia…
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Join us in this episode of Fund Friday as we welcome Chris Collins, managing partner of Amity Cashflow! He shares his incredible journey from a Hollywood editor for shows like Shark Week and America's Next Top Model to a successful real estate investor. Learn how Chris transitioned from single-family homes to multifamily syndication, the importance…
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Investing can often feel like walking a tightrope. Balancing risk mitigation and return maximization is essential for any successful investment. Should you take a high risk in the hope of a high return? Or should you aim for safety and expect less? In today’s volatile market, which one should take priority?…
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Kia ora, Welcome to Friday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news policymakers are still struggling with the last-mile gains in their war on inflation. But first, the number of Americans maki…
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New Zealand's nascent private credit industry could account for up to 5% of business lending to operating companies over time, suggests Aotea Asset Management (AAM) executive director Will Carnachan. AAM, which launched three years ago, is a corporate debt fund manager organising wholesale investorsto contribute to direct secured loans to businesse…
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On episode 132 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss dying with zero, tax-optimizing retirement distributions, diversifying bond fund exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode.…
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Watch the video version on YouTube. After the Federal Reserve’s dovish pivot in December, many investors came into this year expecting multiple rate cuts. In fact, in early January, markets were pricing in over six full cuts in 2024 alone. Since then, sticky inflation has caused the Federal Reserve to reassert its hawkish tone, and the outlook for …
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In our newest installment of Rosemont Roundtable, Brad Mook sits down with Chris Banholzer, who joined Rosemont six months ago as our director of investments, to discuss his experience and perspectives on the investment and wealth management industries. Chris comes from a diverse background of work in family offices, investment banking and private …
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In this episode Luke Hyde-Smith sits down with Marcus Phayre-Mudge, Head of Property at Columbia Threadneedle Investments and manager of the TR Property Investment Trust. Marcus shares his insights on the current property market dynamics, the impact of interest rates, and the future opportunities in commercial real estate. He discusses the resilien…
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It’s almost unnerving, watching equity-market indices repeatedly touching new all-time highs. Particularly when the gains are founded on a very select group of stocks, while economic indicators are relatively mixed. In such a set-up – we ask portfolio manager Michiel Plakman – what’s the best strategy for managing a market-beating investment portfo…
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From AI to automation, a global technological transformation is underway. In today’s episode, special guests Cathie Wood, Kevin Prins, and your host, Erika Toth, discuss what it could mean for your investments today—and in the future. They also explore adjacent industries positioned to benefit from disruptive innovation and recent developments from…
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Kia ora, Welcome to Thursday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news American data is improving in a steady way without deficit or labour market stresses, so conditions seem right for monetary…
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Today I want to dive into the topic of occupancy and the nuances involved, along with some new strategies we're implementing! Occupancy is a key metric in property management, often used to gauge a property's performance. A stabilized property is typically seen as 90% occupied or above, while anything below is considered unstabilized. However, whil…
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Peter Lynch stated, “Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.” Therefore, it is my absolute pleasure to introduce our global Investing Matters audience to Asif Suria, the former technology analyst, serial entrepreneur, software services creator, quantitative fund fou…
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Kia ora, Welcome to Wednesday’s Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news the IMF seems the global economy in a "sticky spot". But first up today we can report that the overnight dairy auction def…
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Welcome to another exciting episode of Passive Income Pilots! This week, Tait and Ryan are joined by Daniel Rusteen, a former Airbnb employee turned short-term rental expert. Daniel shares his insider knowledge on optimizing Airbnb listings to maximize revenue. From selecting the perfect market to managing properties remotely, Daniel’s unique persp…
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