))
The Financial Thought Exchange Podcast is where you get wiser by hearing from financial thought leaders from all walks of life. This is the perfect companion podcast for financial analysts, investors, or anyone interested in the ”inside baseball” of the financial world. Financial Thought Exchange is the official podcast and video channel of the CFA Institute Research Foundation. Check out our peer-reviewed research here: https://rpc.cfainstitute.org/en/research If you would like to support t ...
…
continue reading
1
Mark Kritzman on Relevance-Based Prediction, An Alternative to Machine Learning
1:02:50
1:02:50
Play later
Play later
Lists
Like
Liked
1:02:50
Mark Kritzman, CFA is a Founding Partner and CEO of Windham Capital Management, LLC. He is also a Founding Partner of State Street Associates, and he teaches a graduate finance course at the Massachusetts Institute of Technology. Mark served as a Founding Director of the International Securities Exchange and as a Commissioner on the Group Insurance…
…
continue reading
1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Four
1:13:24
1:13:24
Play later
Play later
Lists
Like
Liked
1:13:24
Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
…
continue reading
1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Three
1:07:55
1:07:55
Play later
Play later
Lists
Like
Liked
1:07:55
Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
…
continue reading
1
Tom Idzorek & Paul Kaplan on Lifetime Financial Advice: Part Two
1:05:09
1:05:09
Play later
Play later
Lists
Like
Liked
1:05:09
Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
…
continue reading
1
Mike Dowdall on the Future of Alternative Credit
1:01:01
1:01:01
Play later
Play later
Lists
Like
Liked
1:01:01
Mike Dowdall is Chief Investment Officer of Alternative Fund Advisors and the portfolio manager of the AFA Private Credit Fund. He is responsible for the investment sourcing, due diligence, and positioning of the AFA Private Credit Fund. Prior to joining Alternative Fund Advisors, Mike was a director and the portfolio manager at BMO Global Asset Ma…
…
continue reading
Nick joined Vantage Infrastructure in 2012 to build out the global infrastructure debt platform and has more than 25 years of relevant experience. Nick leads the North American business, including investments origination, execution and portfolio management. He is a member of the Investment Committee and the firm’s global Executive Committee. Prior …
…
continue reading
Zack Ellison, CFA, CAIA is the founder and managing general partner of Applied Real Intelligence (A.R.I.) and the chief investment officer of the A.R.I. Senior Secured Growth Credit Fund, which provides debt financing solutions to premier startups in North America. He previously worked as a loan structurer and underwriter, investment banker, corpor…
…
continue reading
1
Thomas Idzorek & Paul Kaplan on Lifetime Financial Advice
44:45
44:45
Play later
Play later
Lists
Like
Liked
44:45
Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, U.S. Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conferen…
…
continue reading
1
Laurence Siegel & Stephen Sexauer on Remembering Harry Markowitz, the Father of Modern Finance
56:55
56:55
Play later
Play later
Lists
Like
Liked
56:55
Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $17 billion pension Trust Fund, investment team, and investment consultants. Sexauer graduated from the University of Illinois with a BS in Economics and from the University of Chicago with an MBA in Economics and Finance. Laurence B. Siegel is the Director of Research at th…
…
continue reading
1
Alfonso Ricciardelli on Alternative Credit
27:28
27:28
Play later
Play later
Lists
Like
Liked
27:28
Alfonso Ricciardelli, CFA, is based in New York City. He is a Co-Founder at Noosk, a social platform for knowledge-based content. Alfonso's career spans 15 years between politics and finance. Alfonso joins host Lotta Moberg in the first ever episode of the Financial Thought Exchange podcast to discuss the basics of alternative credit and its useful…
…
continue reading
