show episodes
 
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
 
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ITPM Podcast

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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
 
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Barenaked Money

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Barenaked Money

WLWP Wealth Planners/iA Private Wealth

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The naked truth about all things finance, from a Canadian perspective. This podcast is created and delivered by WLWP Wealth Planners | iA Private Wealth iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
 
Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email info@simplify.us.
 
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
 
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Why Invest?

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Why Invest?

Douglas Barnett, Waverton Investment Management

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In this podcast, Waverton Portfolio Manager Doug Barnett is 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 entrepreneurism, raising capital and management, this podcast aims to demystify the world of investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
 
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.
 
A thought leading podcast aimed to share knowledge, experience and expertise mainly in the fields of Data and Pharma, all while doing it over Fika - an important part of Swedish coffee culture. Throughout this podcast we will invite some of the brilliant minds in the industry to shed some light and decode some very interesting and current topics. So, bring your coffee, tea or whatever you prefer and join us for Fika. Hosted by Stephanie Mardini.
 
Learn the keys to multifamily real estate investing success from our veteran asset managers and real estate experts. Join Pat each week and learn how to earn cash income and create wealth with a secure, stable multifamily real estate investment. Don’t forget to catch up on past seasons of Multifamily Real Estate Investing presented by Mara Poling. Check out The Learning Center at MaraPoling.com to register for live webinars taking a deeper dive into all these great subjects.
 
Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
 
Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors. Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes f ...
 
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The Advisors Option

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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
 
Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews wee ...
 
Welcome to Innovation+ Talks. Each week our host, Paul Heller talks at the executive level about how strategic innovation and new product development are essential for thriving in the modern marketplace. Paul is regularly joined by top executives and cross-industry thought leaders who share their unique insights and key learnings garnered from decades of experience.
 
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
 
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Insights Now

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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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Down the Middle

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Down the Middle

Peter Mallouk & Jonathan Clements

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Down the Middle is a monthly podcast series where Creative Planning President, Peter Mallouk, and Director of Financial Education, Jonathan Clements, discuss recent market events, Creative Planning's investment philosophy, give monthly tips and more.
 
Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
 
Become your own boss! Featuring weekly speakers that are top CEO's, business leaders and entrepreneurs from all around the world. For anyone who wants to learn about money, stocks, startups, real estate or starting a business. Distinguished speakers inspiring the next generation of entrepreneurs and moguls. Excellent insights for beginner investors or anyone wanting to grow their $$$. "Let's Get Rich!" Marylin Hebert is a Producer of top podcasts: Enchanting Book Readings & Film Addicts. Sup ...
 
Want to get smarter about investing? Then learn from the pros. The Capital Ideas podcast brings you the best thinking from Capital Group, one of the world’s leading investment firms. Prepare to be engaged, enlightened and entertained as host Matt Miller gets to the crux of today’s most compelling investment stories. American Funds Distributors, Inc., member FINRA.
 
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Unlearn

51
Unlearn

Barry O'Reilly

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The way to think differently is to act differently and get comfortable with being uncomfortable. For business leaders, entrepreneurs, managers and anyone who wants to improve how they work and live: Welcome to the Unlearn Podcast. Host Barry O’Reilly, author of Unlearn and Lean Enterprise seeks to synthesize the superpowers of extraordinary individuals into actionable strategies you can use—to Think BIG, start small and learn fast, and find your edge with excellence.
 
This is Catalyze, a podcast produced by the Morehead-Cain Foundation at the University of North Carolina at Chapel Hill. With a wink and a nod to the Foundation's two chemist benefactors—John Motley Morehead III and Gordon Cain—“Catalyze” is meant to represent action, movement, and bringing about change. Our conversations with action-oriented alumni and scholars cover Carolina experiences, career evolutions, individual leadership approaches, personal values, and all kinds of stories of trans ...
 
Executive Breakthroughs Podcast is where high-performing executives, managers, entrepreneurs, and rising stars, just like you, come to learn from their business heroes on how to make your unique mark on the world, maximize leadership and performance, create a culture of rockstar talent (i.e. be an expert team builder), gain insights on the future of work, and more. HINT: It takes more than bean bag chairs, a waffle bar, and all those perks on “Silicon Valley.” We’ll talk visionary leadership ...
 
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show series
 
Sam Broom is a geologically-trained portfolio manager and broker with Sprott Global. In this interview, he provides commentary on where he sees value in the resource sector and how he is advising his clients. For those that can handle the volatility, Sam believes we are being given a once-in-a-decade opportunity in mining stocks currently.0:00 Intr…
 
**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022** Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and ins…
 
Huub Rutten—Vice President of Product Research and Design and co-founder of Sopheon—joined me last episode to talk about the governance pillar of portfolio management. He explained the importance of having a Rules of Governance Charter and the difference between technology-driven and marketing-driven growth, among other topics. In Part 2 of our por…
 
What does a Mutual Fund Portfolio Manager do all day? As it turns out, it's not as much Wolf of Wall Street as you're probably hoping. Still, with the help of guest James Gauthier, Vice President, Investment Products & Platforms at iA Private Wealth, Josh & Colin cover the excitement and the hard work that goes into the job. In a very down-to-earth…
 
Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Notes on substack. Presentation on youtube. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or share…
 
Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's rewarded. They shift to explain an upcoming marketing campaign that entails asking AMR advisors to give their best financial tip, discussing the inception and execution of the series. Wealth Advisor…
 
Mark Adkins is the Director and Chair of the Product Development and Management Association (PDMA), an international community of professionals, professors, students, and service providers. PDMA supports the education of its members while expanding their networks. Mark is also the CEO of LeanMed, a medical device company that aims to use innovative…
 
In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state of the market. Podcast Episodes Referenced: - Episode 54: Hiring the Right Financial Advisor - Episode 89: Active vs Passive Investing YouTube Videos …
 
Neal Bawa is a technologist who is universally known in real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal treats his $947 million-dollar portfolio as an ongoing experiment in efficiency and optimiz…
 
ICE is turning to its Homeland Security Investigations Cyber Crimes Center for assistance when it comes to getting a handle on the recent spike in ransomware, cyber fraud and other malicious attacks. ICE Division Chief of the HSI Cyber Crimes Center Matt Swenson also talks about a new cyber intelligence initiative that is providing ICE with a bette…
 
Hosted by Creative Planning Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips! Important Legal Disclo…
 
Mike Branam is the Director of Multifamily Sales at PointCentral which offers a property automation platform to apartment owners and operators. PointCentral’s technology combined with its parent company alarm.com is installed in over 6,000,000 homes across the US. We talked to Mike about how PointCentral streamlines various technologies onto a sing…
 
Pete and Bric look to the stars while building a TNF Showdown lineup before mystery guest and recent Millymaker winner BRB_3 swings by to share his backstory and why he thinks DFS end bosses are giving away too many nuggets about their process and how it's hurting the ecosystem. 📼 Bric Draft Caddy (http://bric75.com/SportbookHUD) & setup tutorial: …
 
Do you feel like you have a good grasp of financial markets? Think again! In this episode, we take a plunge into the world of financial markets with experts Jules van Binsbergen and Jonathan Berk. Jules is a Professor of Finance at the Wharton School of the University of Pennsylvania and Jonathan is a Professor of Finance at Stanford Graduate Schoo…
 
Episode 22 replay - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the N…
 
Bryan Soroka, CLO Founder and Chief Lore Officer of Anime Village, Inc. Bryan develops strategies, product ideation and the creation and management of Anime Village’s intellectual properties including the characters, worlds and narratives featured in our Manga, Metaverse and other social- and technology-driven platforms. An award-winning copywriter…
 
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR’s most recent quarterly newsletter: Resources Review, which promotes AMR’s most recent and upcoming events from campaigns and webinars to AMR's involvement in the community. They discuss making sure to take RMD’s and talk about the importance of IRA contributions. They brin…
 
Jason and Gareth Edge are co-founders of ThoughtForma, the intelligent no-code platform with a mission to help people unlock and realize their purposeful ideas. As CTO and CEO respectively, they aim to break the barriers to entry that technology itself often represents, and obliterate the obstacles to creativity and enterprise in the digital space.…
 
This episode kicks off our fifth season of Insights Now. Over the course of this season, Dr. David Kelly will sit down with a slate of market strategists and subject matter experts to discuss topics such as the implications of aggressive Fed tightening, the European energy crisis, equity market volatility, and the future of globalization to try to …
 
Litan Yahav is an ex-navy officer, exited tech founder, LP investor in real estate and private equity. He is an angel investor and he has got a passion for passive income, and wealth creation. Litan is also the co-founder of Vyzer. We talked to Litan about his approach to passive investing, re-fi events, what to look for in an operator and his comp…
 
The year of 2022 has been a remarkable one for Janora McDuffie-Ryan ’99, an actress, voiceover artist, and host. The alumna catches up with Catalyze about the past eight months, which have included movie deals, hosting Kia’s launch event in Phoenix for their first-ever electric vehicle, attending Pride Celebrations at the White House and Vice Presi…
 
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Federal Reserve & bond market update (3:01) What's the difference between WAL and duration? (8:07) Texas PSF program approaches its maximum capacity (10:33) The Inverted Yield Curve …
 
In recent years, new technologies, economic changes, and shifting consumer behavior have fundamentally changed how financial services are delivered. That has led to financial services firms rethinking their business models and strategies. In this episode, Rusty and Robyn talk with Billy Oliverio, Executive Vice President and Chief Marketing Officer…
 
How can you add value to a multifamily asset without investing additional capital? What return can you earn and how would you calculate it? Join Pat for a discussion of 4 ways to increase the value of a multifamily asset without additional capital investment. As always you can email Pat at Pat@MaraPoling.com…
 
The world is experiencing the results of an underinvestment in traditional oil/gas energy infrastructure which was compounded by Covid- 19, when some companies believed that peak oil demand had arrived pulling back even more on investment, then came the Russian invasion of Ukraine, and the disruption is overlaid with the longer-term focus on energy…
 
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter. Podcast Episodes Referenced: - Episode 117: What is Generational Wealth and How Do You Preserve It? - Episode 121: Designing Your Por…
 
CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, cover things discussed in the 9/21 Fed meeting. Brian shares with us that even as the Fed fund rate increase of .75% was the highlight, he thinks there were more important factors to consider. He brings up significant points on further rate hike expectations, long and variable lags, housing market …
 
Frannie Matthews is the President and CEO of the Colorado Technology Association—the definitive tech hub between the coasts—and has helped leaders, innovators, and entrepreneurs since 1994. Under Frannie’s leadership since 2018, CTA has grown in size and influence, with a 31% membership revenue boost in 2019. She has over 35 years of experience in …
 
In this week's episode, Ricardo talks about the relationship between the concepts of BANI and VUCA. The acronym VUCA for "volatile," "uncertainly," "complex," and "ambiguous" has its origins in the American army during the cold war and sought to explain the constant changes and complexity of contemporary entities, which alter our perception of what…
 
Garrett Sutton is a corporate attorney, asset protection expert and best selling author who has sold more than a million books to guide entrepreneurs and investors. For more than 30 years, Garrett Sutton has run his practice assisting entrepreneurs and real estate investors in protecting their assets and maximizing their financial goals through sou…
 
With interest rates rising quickly, and the rate at which the economy is slowing down, are the markets reflecting what’s really happening? What we’re seeing taking place financially this week is what we’ve been talking about for quite awhile now. But is this the bottom, or is it a false-bottom? Zach Abraham unpacks it for you in this week’s KYRR ep…
 
Federal agencies are accelerating cyber programs and initiatives to stay up to speed with the quickly changing landscape. Deputy Editor Kate Macri and Staff Writer Sarah Sybert unpack top takeaways from the summer, including upcoming cybersecurity workforce strategies, DOD's new five-year zero trust strategy and new directives around supply chain s…
 
Why has inflation remained so high for so long? Will it stay with us or eventually fade away? In this podcast, Capital Group portfolio manager Julian Abdey offers his view on those pivotal questions, along with some insightful thoughts on what it means for the markets and the economy going forward. Related Resources:Is high inflation the ultimate p…
 
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
 
Dan Kryzanowski is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical offic…
 
There are few things that Canadians hold in as much esteem as their banking institutions. We Canadians are pretty fortunate to have a banking system that is robust and regulated, but are those handful of publicly traded institutions the best place to invest your hard earned money? What about Real Estate? We're tackling the big questions today on Ba…
 
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