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Tea and Crumpets

Will Brown and Adam Eagleston

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Tea and Crumpets is Formidable Asset Management's biweekly podcast that features Formidable's Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.
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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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Welcome to the Risk Intelligence Podcast, where the Global Association of Risk Professionals, also known as GARP, brings together the world’s foremost Risk Practitioners, from around the globe, for in depth insights and discussions on today’s most important risk issues in finance and energy. Here is your chance to listen in.
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Learn how to first make your business successful, then sustainable. We bring thought leaders in who understand what it takes to make your business sustainable. Some of our guests are consultants, others are business owners. All have had experience and success in helping create a business that is personally and economically sustainable. Join the host Josh Patrick as we learn what you can do to create a business that serves you and the community you serve.
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Legal Zeidgeist is an investment funds law podcast series brought to you by Zeidler Group, the technology driven law firm revolutionising legal and regulatory compliance services for the asset management industry. Our team of lawyers, regulatory compliance, data and technology experts along with our industry partners will discuss the latest perspectives, best practices and leading insights to help investment firms and asset managers re-evaluate and revolutionise their current approach to inv ...
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Everyone can build wealth through real estate. Whether you’re buying your first home or your next investment property, real estate expert Nick Painz and his featured guests bring decades of experience to the show helping you make the best buying and investment decisions with complete confidence. The LIV BYG Podcast will give you the tools, resources, and expert information you need to leverage real estate into a wealth building strategy so you can stop worrying about your 9-5 and start to "L ...
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Will and Adam review the new Bearcats flavored Grippo chips, and compare them to the Fed’s approach on inflation. We take a look at what the lack of movement in oil prices is telling us about inflation and the economy, and how higher interest rates are (or, more accurately, are not) constricting some measures of financial conditions. Learn more abo…
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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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In this Special Edition episode of NicsaTalk, Expect Miracles Foundation Director of Development Maggie Dombroski joins Nicsa's Justine Phoenix to talk about EMF's annual Distance Challenge, a global peer-to-peer fundraiser where participants can run, walk, bike, or do anything else that gets them moving in support of cancer research. How far will …
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We discuss the fluid situation in the Middle East, its impact on oil, and, ultimately, its importance as a key stumbling block on the Fed’s path to 2% inflation. The changing expectations regarding Fed rate cuts and how those should (theoretically) affect valuations for stocks are also key topics, as are some of the recent divergences in the histor…
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There are a lot of acronyms in reliability and asset management. Many of them are centered around the system that organizations use to track daily business and maintenance activities such as CMMS, ERP, and EAM. Pop quiz – Can you tell me the difference between them and what they are used for? If not, this podcast can help. We speak with the Global …
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Listen in as the top leader at Edward Jones, Managing Partner Penny Pennington, shares moments that defined her career, ways her family guided her, and her vision for the future of the asset and wealth management industry. Recorded at Nicsa’s Strategic Leadership Forum 2024, where Penny answered audience questions alongside State Street’s Yie-Hsin …
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Hear from Daniel Wagner, CEO of Country Risk Solutions, about the complexities of the global geopolitical risk landscape. In these volatile and uncertain times, identifying, measuring and managing geopolitical risk is a daunting task. Everywhere we turn, geopolitical struggles are grabbing headlines, whether we’re talking about, for example, the Is…
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Have you ever experienced a program’s collapse after someone retired or left your organization? Need some guidance or examples on how to make a system sustainable regardless of the individuals involved? In this podcast, we have a chat with John Fortin about his work at the Salem Beverly Water Supply Board and what earned them a Special Recognition …
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Most people in manufacturing either use or know of John Crane’s pump products, but were you aware that John Crane is more than just pump seals? Come and listen to our conversation with Barney Graham and Mike Judd from John Crane on their host of reliability and asset management services for their clients.…
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Will and Adam discuss the potential for broader equity market participation, as well as the strange dynamics affecting the smaller cap indices. We also deconstruct the latest Fed minutes, and what the Fed’s changing stance on inflation may mean for interest rates, stocks, risk, and housing. Finally, we explore whether one can forge their own signat…
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Maximo® users were introduced to MAS 8 in 2021 and we are still discussing how can those organizations make the switch. It can be a daunting task to go through a CMMS upgrade or conversion alone while trying to optimize Maximo for your needs. Solution providers can provide insight and support to help. We speak with the CEO of Maven, Jennifer Gatza,…
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Our guest Marty Flanagan served as a director, President, and Chief Executive Officer of Invesco, one of the world’s leading investment management firms, for nearly twenty years. Join us for a frank conversation about his career and lessons learned in his long and high-reaching leadership journey. Recorded at Nicsa’s Strategic Leadership Forum 2024…
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Just in case you aren’t aware of all the opportunities to help accelerate your personal reliability journey, we’ve got you covered. We sit down with Maura Abad, Vice President of Reliabilityweb.com, to discuss all of the community driven activities, consortiums, and virtual special interest groups to get you caught up. The reliability and asset man…
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What’s coming next for the Reliability and Asset Management community? We got a chance to sit down with Publisher and CEO of Reliabilityweb.com, Terrence O’Hanlon and talk about his perspective of the new trends and opportunities in the reliability space. A can’t miss episode with a one of a kind thought leader!…
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In episode 66, Will and Adam discuss the Fed’s shifting stance on its inflation target and the implications for consumers and markets. We also examine the diverging fortunes of the Magnificent Seven and compare today’s market conditions with those of the early 2022 peak as well as the 2000 peak. Learn more about Formidable Asset Management, Will Br…
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For those who don’t know, there is a group within the Association of Asset Management Professionals (AMP) dedicated to engaging and empowering women as leaders who advance reliability and asset management in their organizations and the world. In this episode, we speak with WIRAM members Jennifer Jordan and Lauren Crimi on their perspective and expe…
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FS's Chief US Economist, Lara Rhame, joins Justine Phoenix on the NicsaTalk Podcast, recorded in person at Nicsa's General Membership Meeting in November 2023. Tune in to hear a bit about her outlook on the economy, but stay to learn how she manages work/life balance and other lessons she's learned in her career. For more episodes, visit http://nic…
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Ron Moore is a well-respected voice in the Reliability and Asset Management community. From his published works “Making Common Sense Common Practice” to “What tool? When?” Ron has been delivering sage advice to help people understand what their needs really are and how to address them. In this podcast, we talk to Ron about his work on his book “Def…
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We welcome back special guest Kalee Kreider, president of Ridgely Walsh and former communications director for Vice President Al Gore. With November fast approaching, we get her take on the candidates, what states might determine the outcome, and why “double haters” may be the deciding factor. We also evaluate the implications of the outcome in ter…
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In this podcast, Julie Muckleroy, Global Banking Strategist from SAS, and Abraham Izquierdo, Managing Director of Trading and Treasury Risks at Grupo Financiero Banorte, explore the top risk management trends for 2024. With the start of 2024, persistent high interest rates and inflation remain key concerns. Adding to these challenges are potential …
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In episode 64, Will and Adam discuss the winnowing of the Magnificent Seven to somewhere between three and four, and the exorbitant valuations on the shrinking number of winners. We also look at the conundrum faced by businesses dealing with pushback from consumers on rising prices while at the same time increasing demands (not to mention governmen…
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Hear from Moody’s Analytics’ Cris deRitis about geopolitical risk, cybersecurity, political unease, supply-chain threats, and other key issues that will impact risk managers this year. 2023 was a hectic and extremely challenging year for risk managers. The U.S. regional banking crisis grabbed headlines, with failures being blamed on everything from…
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Will and Adam return from a hiatus with the S&P 500 at an all-time high. They recap what drove returns in 2023 (index flows, zero-day options, the Magnificent Seven) and what expectations are baked into valuations at current levels (above-average earnings growth and six Fed rate cuts). They also juxtapose the divergent growth expectations the low p…
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Recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023, in this episode, Bank of America’s Lorna Sabbia shares her perspective and some of the key experiences and lessons that shaped her career. For more, visit http://nicsa.org/podcastsBy Nicsa
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In this episode of the Legal Zeidgeist podcast, AIFMD II takes the centre stage. Kunal Grover, Head of Business Development is joined by Valentin Chantereau to dissect the key highlights of the amendments to AIFMD and what these updates hold for EU and non-EU AIFMs. As the industry braces for the new regime, discover the proactive steps fund manage…
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In this episode of the Legal Zeidgeist podcast, the focus is on the recent UK's Financial Conduct Authority (FCA) review examining how Authorised Fund Managers (AFMs) are embedding the Guiding Principles in ESG and sustainable investment funds. Kate Horgan, Business Development Manager is joined by Kwame Taylor, Associate, at Zeidler Group to unpac…
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Recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023, this episode features American Century’s Joe Schultz. In it, he delves into his background, and shares one big networking strategy that he would have done even more of if he could go back in time. For more, visit http://nicsa.org/podcasts…
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Dive into the world of home buying with clarity and confidence in this episode. We'll guide you through each step, from setting your budget to thoroughly reviewing your purchase agreement, eliminating any surprises along the way. Listen in to learn about the crucial role of home inspections in preventing unexpected expenses, the significance of a c…
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In this brief but insightful episode of Legal Zeidgeist, we unpack the Central Bank of Ireland's recent final guidance on the Individual Accountability Framework. Kate Horgan, Business Development Manager, is joined by Daniel O'Leary, Associate, to unravel the Central Bank of Ireland's recent final guidance on the Individual Accountability Framewor…
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In this episode of the Legal Zeidgeist podcast, the US regulatory landscape is unravelled. Kate Horgan, Business Development Manager at Zeidler Group, is joined by colleagues Madeline Gegg and Alex Mercer, Associates in Zeidler's Phoenix office to guide you g through the maze of Federal, State, and Self-Regulatory Organizations. Navigating the regu…
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We revisit the risks associated with passive investing as the Magnificent Seven stocks become even more unmoored from the rest of the S&P 500. We also analyze the likelihood of the Fed engineering a soft landing, why the market may have celebrated a win on inflation too early, and how we are trying to navigate through this challenging environment. …
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In this episode of the Legal Zeidgeist podcast, the focus is on Swiss Representative Services for foreign collective investment schemes. Kate Horgan, Business Development Manager is joined by Josef El Semari and Michael Meier Directors at Zeidler Group as they delve deep into the intricacies of the Swiss regulatory landscape. Josef and Michael unve…
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Transform your trajectory in 2024 by setting goals that propel you forward, not leaving you looking back with regret. In the upcoming year, consider whether you want to check off your goals by the end of the third quarter or find yourself disappointed with unmet goals by year-end. In this episode, I will break down the importance of goal-setting fo…
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Hear veteran risk manager, advisor and professor Clifford Rossi’s viewpoints on trends, threats and opportunities in the commercial and residential real estate markets. The past couple of years have been an extremely challenging time for risk practitioners charged with measuring and managing real estate risk. In both commercial real estate and resi…
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