Best Keybank Podcasts (2024)

1
Market Minutes Recap - Market Update (Perspectives on retail sales, industrial production, consumer spending, the Fed, and the equities market) 19:53

1d ago19:53

19:53

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into retail sales, industrial production, consumer spending, the Fed, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Stra…

1
Andrew Newsome - Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships 32:33

8d ago32:33

32:33

In this episode, we talk with Andrew Newsome, Director at the Ohio Minority Business Development Agency, where he specializes in Mergers, Acquisitions, and Partnerships. Andrew grew up in Seattle and lived in several different parts of the country before putting roots down here in Cleveland. He has a wide range of experiences, from management consu…

1
Market Minutes Recap - Market Update (Perspectives on unemployment claims, CPI inflation, the FOMC meeting, and the equities market) 20:03

12d ago20:03

20:03

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, CPI inflation, the FOMC meeting, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthi…

1
Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, Fed rate cuts, and the stock and bond markets) 19:53

19d ago19:53

19:53

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, employment data, Fed rate cuts, and the stock and bond markets. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mate…

1
Quick Hits: Rocky Mountain Highlights - Cain Brothers’ Inaugural MedTech & Life Sciences Summit 10:59

21d ago10:59

10:59

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director and Head of M&A John Soden about the recent MedTech and Life Sciences CEO Summit he hosted in Aspen, Colorado which brought innovative leaders together to discuss the complex challenges they’re facing today. Cain Brothers is a division of KeyBanc Capital Markets.…

1
Joe Koster – Editor of "Value Investing World" and Founder & Co-Owner of Sorfis Investments 31:36

23d ago31:36

31:36

In this episode, we talk with Joe Koster, Founder & Co-Owner of Sorfis Investments. If you're a fan of Berkshire Hathaway or Buffet/Munger investment disciple, you may know Joe from his poplar Substack newsletter Value Investing World. What you may not know is that Joe resides right here in NE Ohio. After being born and raised here, Joe moved to th…

1
Market Minutes Recap - Market Update (Perspectives on the Beige Book report, PCE inflation, the ECB, the equities market, international markets, and Key Wealth’s upcoming National Call) 22:33

26d ago22:33

22:33

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book report, PCE inflation, the ECB, the equities market, our perspective on international markets, and Key Wealth’s upcoming National Call. Spea…

1
George Mateyo – Chief Investment Officer at KeyBank 32:43

1M ago32:43

32:43

In this episode, we talk with George Mateyo, Chief Investment Officer at the KeyBank. George has worked for several prominent organizations in the NE Ohio investment community and he shares his career journey with us. George also talks about his background and expertise in implementing alternative assets into portfolios as well as Key's current mar…

1
Market Minutes Recap - Market Update (Perspectives on this week’s important inflation releases, “two-armed economist” theory, the equity and bond markets, and the upcoming Key Wealth National Call) 19:24

1M ago19:24

19:24

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into this week’s important inflation releases, “two-armed economist” theory, the equity and bond markets, and the upcoming Key Wealth National Call. Speakers: B…

1
Quick Hits: Leveraging AI to Drive Better Conversations with Patients 11:48

1M ago11:48

11:48

In this Quick Hits House Call, Dave talks to Cain Brothers’ Managing Director Jill Frew about the exciting potential of AI-powered tools to derive insights from physician-patient communications and reduce the burden of documentation, paving the way for more personalized care and greater administrative efficiency. Cain Brothers is a division of KeyB…

1
Market Minutes Recap - Market Update (Perspectives on the equities market, corporate earnings, and the upcoming CPI report) 20:26

2M ago20:26

20:26

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the equities market, corporate earnings, and the upcoming CPI report. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, …

1
Quick Hits: The Intersection of Ambulatory Care, Health Systems, and Private Equity 12:31

2M ago12:31

12:31

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Dave Morlock about health system turmoil and transformation, the role of private equity, and the upcoming Cain Brothers’ Health System and Private Equity Collaboration Conference on June 12-13 in Nashville. Cain Brothers is a division of KeyBanc Capital Markets.…

1
Tony Gattuso – Senior Director, Investments at the Cleveland Foundation 26:21

2M ago26:21

26:21

In this episode, we talk with Tony Gattuso, Senior Director, Investments at the Cleveland Foundation. The Cleveland Foundation is one of Cleveland's most prominent foundations and has a long and storied history. Tony takes us through his career path, what he sees as the benefits of having an in-house investment function, and the origins of his nick…

1
Market Minutes Recap - Market Update (Perspectives on The Employment Cost Index, the FOMC meeting, and the bond and equities market) 21:46

2M ago21:46

21:46

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into The Employment Cost Index, the FOMC meeting, and the bond and equities market. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cindy …

1
Market Minutes Recap - Market Update (Perspectives on GDP and inflation data, and the private credit market) 20:14

2M ago20:14

20:14

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the recent GDP report and inflation data. Our experts also discuss the private credit market and its benefits for investors. Speakers: Brian Pietrangelo, M…

1
Market Minutes Recap - Market Update (Perspectives on the retail sales report, the equities market, and the Fed) 18:08

2M ago18:08

18:08

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the retail sales report, the equities market, and the Fed. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy George Mateyo, Chief Inves…

1
Market Minutes Recap - Market Update (Perspectives on the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week) 21:40

2M ago21:40

21:40

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI Inflation report, yields, earnings outlook, and KeyBank’s National Call this week. Speakers: Brian Pietrangelo, Managing Director of Investment Str…

1
Market Minutes Recap - Market Update (Perspectives on PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices) 20:06

3M ago20:06

20:06

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, employment data, the Fed, yields, early thoughts on earnings season, and oil prices. Speakers: Brian Pietrangelo, Managing Director of Investment…

1
Quick Hits: A Ground-Breaking Transaction 11:54

3M ago11:54

11:54

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Andy Labovitz about General Catalyst’s proposed acquisition of Summa Health – and whether that transaction represents the future for more health systems around the country. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

1
Russell Moenich – Executive Chairman & Investment Analyst at North Beach Holdings, LLC 31:57

3M ago31:57

31:57

In this episode, we talk with Russell Moenich, Executive Chairman & Investment Analyst at North Beach Holdings, LLC. Russell is a lifelong Clevelander, a Buffet/Munger disciple, and an extreme sports enthusiast. We dive into all of those interests and more in this conversation that starts with a lawn care business and ends with mentions of the 1995…

1
Market Minutes Recap - Market Update (Perspectives on existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market) 21:10

3M ago21:10

21:10

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into existing-home sales, the FOMC meeting, rate cuts, The Wealth Effect, and the equities market. Speakers: Brian Pietrangelo, Managing Director of Investment …

1
Quick Hits: The Case for Additional Partnership Between Skilled Nursing and Acute Care Providers 10:16

3M ago10:16

10:16

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Director Dom Porretta about the intense pressure on skilled nursing facilities and health systems and the need for fresh thinking on joint ventures that reduce discharge bottlenecks and improve day-to-day operations and overall care quality. Cain Brothers is a division of KeyBanc Capital …

1
Matt Rodak – CEO and Founder of Upright, formerly Fund that Flip 32:59

3M ago32:59

32:59

In this episode, we talk with Matt Rodak, CEO and Founder of Upright. Upright, formerly Fund that Flip, is a technology platform used to invest in and obtain loans for renovating residential real estate. Matt was born and raised in Northeast Ohio and it's where he discovered his passion for real estate investing. Despite living somewhere else now, …

1
Market Minutes Recap - Market Update (Perspectives on the Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption) 21:15

3M ago21:15

21:15

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Retail Sales report, CPI inflation, rate cuts, the equities market, and the one-year anniversary of 2023 banking sector disruption. Speakers: Brian Pie…

1
Quick Hits: New Initiatives from CMS to Improve Access to Behavioral Health Services  7:32

4M ago7:32

7:32

In this Quick Hits House Calls, Dave talks to Cain Brothers’ Managing Director Erika Haanpaa about exciting new developments in access to behavioral health care. Cain Brothers is a division of KeyBanc Capital Markets.By Cain Brothers, a division of KeyBanc Capital Markets

1
Market Minutes Recap - Market Update (Perspectives on the Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending ... 20:23

4M ago20:23

20:23

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Purchasing Manager’s Index, the JOLTS report, the employment report, the Fed, the yield market, the stock market, and anticipated U.S. spending. Speake…

1
Lauren Rich Fine, CFA – Senior Managing Director at Gries Financial 29:31

4M ago29:31

29:31

In this episode, we talk with Lauren Rich Fine, CFA and Senior Managing Director at Greis Financial. Lauren has a long a disguised career in financial services that took her to Wall Street for a time before she returned to her roots here in Cleveland. Lauren is also a woman of many passions outside of the workplace. We talk about challenges early i…

1
Market Minutes Recap - Market Update (Perspectives on Q4 2023 GDP, PCE Inflation, Predictions for Rate Cuts, Private Equity) 21:51

4M ago21:51

21:51

In this week's Market Minutes recap, our team of investing experts discusses various topics including the recent leap year, GDP for the fourth quarter of 2023, consumer spending, unemployment claims, and inflation. They also discuss the Federal Reserve's outlook on interest rates and the equity market's performance. Additionally, they delve into th…

1
Market Minutes Recap - Market Update (Perspectives on The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations) 21:11

4M ago21:11

21:11

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into The Conference Board’s Leading Economic Index, NVIDIA stock, the equity market, and rate cut expectations. Speakers: Brian Pietrangelo, Managing Director o…

1
Meet the Board Series with Cara Wood, CFA, CAIA & Suzana Vujasin, CFA, CAIA 30:24

4M ago30:24

30:24

We continue our Meet the Board Series with Cara Wood, CFA, CAIA and Suzana Vujasin, CFA, CAIA. Cara currently serves as Committee Chair for the Women's Committee while Suzana serves a Treasurer for the Board. We talk with both of them about their backgrounds and roles on the Board. Have you ever wondered which CFA Cleveland Board member was once on…

1
Market Minutes Recap - Market Update (Perspectives on CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds) 20:28

4M ago20:28

20:28

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into CPI inflation, retail sales, the earnings market, rate cuts, and municipal bonds. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Raj…

1
Market Minutes Recap - Market Update (Perspectives on the unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming ... 19:45

5M ago19:45

19:45

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, the Purchasing Managers’ Index, the earnings market, the Federal Reserve, commodity pricing, and a revolutionary digital streaming agr…

1
Michael McKeown, CFA, CPA - Chief Investment Officer at Marcum Wealth 25:18

5M ago25:18

25:18

In this episode, we talk with Michael McKeown, CFA, CPA and Chief Investment Officer at Marcum Wealth. If you've been involved in the CFA Society Cleveland over the past few years, you probably know Mike as he was formerly Society President and has always been very active in the community. What you may not know is Mike's story. How he got started i…

1
Market Minutes Recap - Market Update (Perspectives on the Job Openings & Labor Turnover Survey, the Nonfarm Payrolls report, the FOMC meeting, and the earnings market) 19:33

5M ago19:33

19:33

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into Job Openings & Labor Turnover Survey, the Nonfarm Payrolls report, the FOMC meeting, and the earnings market. Speakers: Brian Pietrangelo, Managing Directo…

1
Market Minutes Recap - Market Update (Perspectives on unemployment claims, fourth quarter GDP, PCE inflation, the upcoming FOMC meeting, and the earnings market) 19:04

5M ago19:04

19:04

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, fourth quarter GDP, PCE inflation, the upcoming FOMC meeting, and the earnings market. Speakers: Brian Pietrangelo, Managing Director …

1
Market Minutes Recap - Market Update (Perspectives on retail sales, rate cuts, earnings season, and this week’s Key Questions article) 20:48

5M ago20:48

20:48

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into retail sales, rate cuts, earnings season, and this week’s Key Questions article. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Geor…

1
Ezra Stark, CEO of Stark Enterprises 41:13

5M ago41:13

41:13

In this episode, we talk with Ezra Stark, CEO of Stark Enterprises. Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio. After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland. We talk …

1
Market Minutes Recap - Market Update (Perspectives on the Economic data, Geopolitical news, and crypto) 21:15

6M ago21:15

21:15

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into this and last week's economic news, comments on geopolitical news, and a recap of SEC news regarding crypto. Speakers: Brian Pietrangelo, Managing Director…

1
Dave Fulton, CFA, Co-Chair and CEO of Clearstead 30:22

6M ago30:22

30:22

In this episode, we talk with Dave Fulton, CFA, Co-Chair and CEO of Clearstead. Dave has a long and distinguished career in Northeast Ohio. We talk about his career progression and work at both big and small firms around Cleveland, we go into detail about Clearstead's past, present and future, and also dive into Dave's personal life passions where …

1
Market Minutes Recap - Market Update (Perspectives on the CPI report, unemployment claims, the FOMC meeting, and the ECB report) 21:38

6M ago21:38

21:38

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the CPI report, unemployment claims, the FOMC meeting, and the ECB report. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Cynthia Ho…

1
Market Minutes Recap - Market Update (Perspectives on the Purchasing Managers Index report, the JOLTS report, the Employment Situation, the yield curve, and our 2024 economic and market outlook) 23:03

7M ago23:03

23:03

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the the Purchasing Managers Index report, the JOLTS report, the Employment Situation, the yield curve, and our 2024 economic and market outlook. Speakers: …

1
Brad Wheeler, President of Shaker Investments 27:21

7M ago27:21

27:21

In this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his…

1
Market Minutes Recap - Market Update (Perspectives on the GDP report, the PCE inflation report, Federal Reserve member speeches this week, and KeyBank’s upcoming National Call) 21:10

7M ago21:10

21:10

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the GDP report, the PCE inflation report, Federal Reserve member speeches this week, and KeyBank’s upcoming National Call on our 2024 economic and market o…

1
Market Minutes Recap - Market Update (Perspectives on the Consumer Price Index of inflation, Retail Sales, Congress’s decision on government spending, and KeyBank’s upcoming National Call) 17:33

7M ago17:33

17:33

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Consumer Price Index of inflation, Retail Sales, Congress’s decision on government spending, and KeyBank’s upcoming National Call on our 2024 economic …

1
MedTech Follows Pharma: The Rapid Growth of Outsourcing in Medical Device Manufacturing 32:40

7M ago32:40

32:40

Why did Indiana become a hotbed of modern medical device manufacturing? Why did Henry Ford build a city in the Amazon? Every manufacturing sector has its origin story. Most turn to outsourcing as processes and components become increasingly complex, costly, and challenging for compliance. Cain Brothers’ Managing Director Carl Hardie shares these st…

1
Meet the Board Series with Sam Wass & Colby Krahe 22:55

8M ago22:55

22:55

This is the second episode in a series where we talk with the leadership of CFA Cleveland. We talk today with Sam Wass, Career Services Chair, and Colby Krahe, Membership Chair. In their professional life outside of CFA Cleveland Sam is an Investment Analyst at RIK Enterprises and Colby is and Institutional Investment Advisor with PNC Institutional…

1
Market Minutes Recap - Market Update (Perspectives on the stock market, Fed Chair Powell's testimony, and the 30-Year Treasury Auction) 18:23

8M ago18:23

18:23

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the stock market, Fed Chair Powell’s testimony, and the 30-Year Treasury Auction. Speakers: Brian Pietrangelo, Managing Director of Investment Strategy Geo…

1
Market Minutes Recap - Market Update (Perspectives on PMI data, unemployment claims, the FOMC meeting, new non-farm payrolls, rates, and earnings) 19:22

8M ago19:22

19:22

In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into PMI data, unemployment claims, the FOMC meeting, new non-farm payrolls, rates, and earnings. Speakers: Brian Pietrangelo, Managing Director of Investment S…

1
100th Episode of Market Minutes Recap - Market Update (Perspectives on unemployment claims, the third quarter 2023 GDP advance estimate, corporate revenues and earnings, next week's FOMC meeting, and helpful ... 24:16

8M ago24:16

24:16

In this week's 100th episode of Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into unemployment claims, the third quarter 2023 GDP advance estimate, corporate revenues and earnings, expectations for next week's FOMC meeti…

1
Meet the Board Series with Cindy Nace & Jon Dominy 31:26

8M ago31:26

31:26

This is the first episode in a series where we talk with the leadership of CFA Cleveland. We start by talking to CFA Cleveland's full-time Executive Director Cindy Nace as well as CFA Cleveland's current President, Jon Dominy. In his professional life outside of CFA Cleveland Jon is a Vice President with Alliance Bernstein. We talk with Cindy & Jon…

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