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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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A short informal podcast on the management of projects, project management and how you and your company can manage projects better, leadership and how business, business management and projects can integrate to get better value for your business from your projects …… while walking the dog. It’s here to help, hopefully entertain but not to tell you how to do your job, just give you the ideas, thoughts, tips. For more details or help with your projects and management of project get in touch, s ...
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Advisor Success Series

Freedom Investment Management, Inc.

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Barenaked Money

Verecan Capital Management Inc.

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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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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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Award-Winning Portfolio Manager Rob Tetrault provides insight for investors on a wide array of wealth management topics. Constantly ranked in the Top 5 Wealth Advisors in Canada, Rob is a Senior Investment Advisor and Portfolio Manager at Tetrault Wealth Advisory Group from Canaccord Genuity Wealth Management. He initially worked as a litigation lawyer at Aikins MacAulay Thorvaldson. He then completed a Finance MBA and was a member of the Dean's list at the Asper School of Business. The Rob ...
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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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First Trust ROI Podcast

First Trust Portfolios

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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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What Got You There is a weekly podcast that focuses on the journey behind some of the world’s most successful people, uncovering the mindsets, strategy, routines that helped them get there. Guests include billionaire entrepreneurs, olympic gold medalists, Wall Street titans and other high performers across vastly different disciplines! It's hosted by Sean DeLaney who for the last 15 years has been working at the intersection of elite performance, entrepreneurship and personal development. As ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Mastering Agility

Sander Dur and Jim Sammons

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Welcome to 'Mastering Agility,' the podcast where we explore the dynamic world of agility in business, technology, and personal development. In an ever-evolving landscape, agility is not just a buzzword; it's a mindset, a strategy, and a way of life. Join us as we dive deep into the principles of agile methodologies, uncovering the secrets of Scrum, Kanban, Lean, and beyond. But we don't stop there. We'll also investigate how businesses can adapt and thrive in today's fast-paced world, shari ...
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Fixed Income in 15

S&P Global Ratings

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Fixed Income in 15 (FI15) is a long form conversation between a senior investor, CEO or entrepreneur and S&P Global Ratings on topics that are important for the investment community. Created and hosted by Joe Cass, episodes typically cover markets and investment trends, alongside personal experiences, stories and anecdotes plus hobbies, sports and working life.
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Each week, John Casmon speaks with real estate pros and marketing specialists to provide useful tips for multifamily investing. Listen and learn insights for market research, finding deals, attracting capital, and growing your portfolio.
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Hi, I'm Jon, and this is a series of short articles called "Tales from a Portfolio Manager". I help people in corporates plan technology across teams. so you could be someone with a portfolio - of clients, projects, services or a backlog of features and you have to manage them across a wide variety of teams to achieve any number of goals. I have been doing these roles for over 20 years for many corporates and I have a few tales to tell. The best thing I can do for you is to encapsulate that ...
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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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The JRo Show interviews experts in and outside the field of investing to explore the themes of achieving mastery, sustained performance, and longevity. Does it really take 10,000 hours of deliberate practice to become a master? Listen in on Thursdays to find out.
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Transforming 4PM through: Integration to Deliver Value! The 4PM Podcast is the newest platform in the UrukPM Outreach Trio. The outreach trio includes the Applied Project Management YouTube Channel, the Applied Project Management Blog Site, and the 4PM Podcast. We will use these three platforms in an integrated way to provide maximum flexibility and benefits to our community. In these podcast episodes, we will discuss various topics related to 4PM. In this context, 4PM refers to project, pro ...
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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 ...
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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.
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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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Project Management Paradise

Project Management Paradise

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Delivering real project management insights from experts and industry leaders from around the world. The podcast is sponsored by Cora Systems providers of enterprise project and portfolio management solutions and services to government agencies and large-scale global organizations. To see how Cora can help your organization visit corasystems.com
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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.
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Welcome to Product Mastery Now, where you learn the 7 knowledge areas for product mastery. We teach product managers, leaders, and innovators the product management practices that elevate your influence and create products your customers love as you move toward product mastery. To see all seven areas go to https://productmasterynow.com. Hosted by Chad McAllister, PhD, product management professor and practitioner.
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Meikles & Dimes is a podcast dedicated to the simple, practical, and underappreciated. Monologue episodes cover science-based topics in decision-making, health, communication, negotiation, and performance psychology. Interview episodes, called Layer 2 episodes, include guests from business, academia, health care, journalism, engineering, and athletics.
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If Product Management and girl talk had a podcast baby, it would be named productmanagHER. After over a decade in Product Management and five years as a Product Management Instructor, your host - Blair Presley - is a full-time Product Management Career Coach who helps professionals to leverage their existing skills into new Product careers. Listen in to learn the secrets of the trade and the experiences of other women in Product to help you navigate your pivot into tech. If you're an existin ...
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This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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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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About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …
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Summary In this conversation, Jim, Sander, and their guest Yuval discuss various topics including SAFE, lean portfolio management, and OKRs. They explore the misconceptions and polarizing nature of SAFE, the difference between a traditional PMO and a lean portfolio, and the challenges of managing different ways of working within a global organizati…
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In this episode, we hear about growth opportunities outside the U.S. market, which has been dominated by U.S. technology firms, primarily those investing in generative artificial intelligence. Shane Duffy, Lead Portfolio Manager for J.P. Morgan's International Equity Growth strategy, identifies growth opportunities overseas, not just in technology …
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Geopolitical risk has so much impact on navigating the markets, but can feel impossible to position around. Lauren Goodwin, Julia Hermann, and Michael LoGalbo talk through their framework for how geopolitical risks make their way into portfolios, and discuss investment approaches that can seek to protect against – or benefit from – macro volatility…
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In this episode Luke Hyde-Smith is joined by author, investor, and leading environmentalist, Ben Goldsmith. They discuss Ben's career, how he founded one of the early sustainability focused investment managers, Web Asset Management, then launched a dedicated green themed investment company, Manhattan Limited. Ben shares his passion for rewilding, e…
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Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Alloca…
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On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic. With any questions or comments, or to discuss your own financial s…
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Barenaked Money: Understanding the Impact of Interest Rate Cuts on Your Finances In this episode of 'Barenaked Money,' hosts Josh Sheluk and Colin White of Verecan Capital Management discuss the recent interest rate cut by the Bank of Canada. Through a series of candid questions, they explore the implications of the rate cut on various financial de…
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Kyle McKinney is the visionary behind Pentagon Property Academy, an ecosystem comprised of community, education, and mentorship for property owners. Having recently launched in the multifamily space with an emphasis on sound multifamily asset management, Kyle is determined to empower property owners, syndicators, and landlords on how to execute ass…
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On this episode of the podcast, Ryan asks Brian Wesbury about the impact of government spending on economic growth, the upcoming presidential election, and whether or not tariffs are an effective policy tool. Reach us at https://www.ftportfolios.com/ Connect with us on LinkedIn https://www.linkedin.com/company/first-trust/ Follow us on 'X' @ftportf…
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The infrastructure required to enable the AI boom is daunting – and presents investment opportunities across the real estate spectrum. Julia Hermann hosts Simon Martin, Chief Investment Strategist at Tristan Capital Partners, to explore the next phase of the AI buildout in the U.S. and Europe.By New York Life Investments
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Send us a Text Message. This new series continues with a technique that can help you make decisions better and give leaders more time back. You may not think of this as a technique but it is openly documenting those internalised thoughts that dictate how you make a decision so you don't have to make that decision. Value setting is a way of document…
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Amy Edmondson is a Leadership and Management professor at Harvard Business School and is world-renowned for her pioneering work on psychological safety. Amy has been recognized by the Thinkers50 global ranking of management thinkers since 2011, and in 2021 and 2023 Amy was ranked #1 in the world. Amy is also the author of several books which have b…
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Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a recent client was facing and how a range of factors influence what is best for each individual. At the 25- minute mark the conversation moves to how the Massachusetts state and municipal pension …
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Divorce is never easy, and it becomes even more complex when it involves long-term marriages. This phenomenon, often referred to as "gray divorce," is increasingly common as more couples over the age of 50 decide to part ways. In this episode of “Your Money. Your Mission.”, host Kelly Mould is joined by Anisa Dunn, Senior Fiduciary Services Manager…
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What product managers need to elevate their careers Watch on YouTube TLDR In this episode, I share insights on developing essential skills for product management and leadership. I explain how mastering the seven knowledge areas of product management outlined by the Product Development and Management Association (PDMA) can help product managers elev…
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In this episode, I interview Ben McHarg, co-founder of Life-Space Group. As the managing director of the family-owned business, Ben helped drive the strategic direction of the company to owning their own brands. This strategy ultimately led to the rapid growth that saw the business sold to supplement giant By-Health for $700 million in 2018. Throug…
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In this episode, Ricardo explores the SCARF model, a powerful framework developed by neuroscientist David Rock to understand and manage social behaviors in projects. He examines the five key domains of SCARF: Status, Certainty, Autonomy, Relatedness, and Fairness—and discusses how each of these elements can significantly impact team dynamics and pr…
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Welcome to the PMO Strategies Podcast + Blog, where PMO leaders become IMPACT Drivers! PMI Talent Triangle: Business Acumen Hi, IMPACT Driver! Have you ever felt personally attacked when trying to implement new processes? 😟 In this episode, I’m going to share a little of my own experience dealing with the blame game and explain why personal attacks…
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Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to review the inflation data from the past week, including the Consumer Price Index and the Producer Price Index, both of which show signs of a recent lower rate of inflation. Brian offers detailed commentary of the specifics beyond the headlines and which data poin…
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What comes to mind when we think of fairytales? Fairytales are a means to teach children aboutopportunities, risks, and how to navigate a complex world. While they usually end happily ever after, thepath to get there is usually riddled with challenges.In part one of this two-part series of Investments Unplugged, we look at the economy and equitymar…
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Ben Reinberg is the CEO and Founder of Alliance Consolidated Group of Companies, LLC. They focus their investments on net leased properties. Their portfolio includes medical, retail, industrial and office properties. These deals range in value from $1M to $25M. Prior to founding Alliance, Ben established Hillcrest Trading, Ltd., a national acquisit…
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Russ discusses this adjustment / ptotection strategy with markets at all-time highs. He discusses when and why one may want to adjust and protect their covered call trades. If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already into a trade, is there anything you can do if you wish to pr…
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Watch the video version on YouTube. Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax efficient, transparent and flexible portfolios, we are also often asked, “How should I invest.” While traditional investment vehicles have made it difficult to reach all these obje…
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market …
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Andrew Reichert is the CEO and founder of Birgo, a private equity real estate firm based in Pittsburgh, managing $315 million in assets across 3,300+ multifamily units. Since launching Birgo in 2012, Andrew has grown the firm to over 90 employees, focusing on raising capital, acquiring, and managing multifamily residential properties. His leadershi…
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Summary In this conversation, Sander Dur and Agavni Jessaijan discuss her diverse creative skills and her journey to self-employment. They explore the importance of communication and the belief that everything is possible. Agavni shares her experiences as an entrepreneur and the challenges she faced during the pandemic. They also discuss her partic…
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About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…
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Send us a Text Message. This new series continues with a technique that is obvious but not used enough. An agreement. You may not think of this as a technique becuase its so obvious, but it is a powerful technique to allow control and clarity, enabling projects to progress more efficently. An agreement is something that is documented that indicates…
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With AI moving at lightning speed, venture capital offers a unique perspective into the pipeline of companies at the forefront of generative AI technology, related services, and infrastructure. Joel Albarella, Head of NYL Ventures, joins Julia Hermann to discuss this vantage point into AI investing.By New York Life Investments
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Ayelet Fishbach is a Professor of Behavioral Science and Marketing at the University of Chicago, Booth School of Business, and the author of GET IT DONE: Surprising Lessons from the Science of Motivation. She is the past president of the Society for the Science of Motivation and the International Social Cognition Network. Her groundbreaking researc…
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In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…
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How product managers can master product culture and teams Watch on YouTube TLDR In this episode, I dive into the seventh knowledge area of product mastery: culture and teams. We explore the importance of fostering an innovation culture, understanding team dynamics, and navigating product teams’ common challenges. Key takeaways include: The impact o…
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Outcome-based product roadmaps offer many benefits over traditional, feature-based ones including a strong focus on the value a product should create. But how can you introduce this new approach when an organisation is used to feature-based plans and stakeholders find it difficult to trust an outcome-based roadmap? To address this challenge, I intr…
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In this episode, Ricardo discusses the misconception that using AI tools like ChatGPT is cheating. He distinguishes between ethical and unethical uses of AI. Using AI to improve communication or generate ideas is fair if the user remains the intellectual author. However, passing off AI-generated work as your own, such as writing articles for public…
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Welcome to the PMO Strategies Podcast + Blog, where PMO leaders become IMPACT Drivers! PMI Talent Triangle: Business Acumen Hi, IMPACT Driver! Are you frustrated with the gap between your organization’s strategic plans and actual results? 🤔 I can tell you who likely is frustrated…your executives. In this episode, I’m tackling this very issue head-o…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! JIn this episode Ed Shek returns to dissect the latest market trends and the pervasive Fear of Missing Out (FOMO). With the S&P, Nasdaq, and Dow at all-time highs, Ed explores the "happy talk" driving the market optimism and the underlying realit…
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“R” or “D” who is better for your portfolio? – Do investors do better under a Republican or a Democrat President and Congress? How about when the federal government power is divided between the political parties? Chris Boyd reviews “Y- Chart” data with Jeff Perry for this engaging review of what really matters to investor performance. Chris and Jef…
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Steve Trang is the founder of the Real Estate Disruptors movement. He started the Real Estate Disruptors podcast in the middle of 2018 to inspire wholesalers and real estate agents to double their incomes by adding a 2nd leg to their business. The podcast has now grown to over 100,000 downloads per month with new members of the community sharing th…
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