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Inspired Investing

Bernstein Private Wealth Management

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Bernstein’s Head of Foundation and Institutional Advisory Clare Golla informs and educates organizations and individuals who strive to invest purposefully- with and for a mission.
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Women & Wealth

Bernstein Private Wealth Management

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A forum where female founders, philanthropists, and women in all stages of life discuss their personal stories, money lessons, and how they’ve learned to make money meaningful.
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The Inflection Point

Bernstein Private Wealth Management

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Behind every entrepreneur is a distinct and inspiring story of how they navigated an Inflection Point. These moments illustrate their ambition, grit, failure, and success. We believe there is value in sharing their journey and lessons learned. Please join our host Brian Haloossim as he engages some of today’s most influential business leaders and innovators. During each conversation, we will discover what was behind those pivotal moments, and how they are preparing for new challenges and opp ...
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On Purpose

Bernstein Private Wealth Management

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On Purpose is a new Bernstein podcast focused on responsible investing and intentionally aligning your portfolio with your values. In each episode, the series’ host, Senior Investment Strategist and National Managing Director, Travis Allen, is joined by business, academic, and other leaders at the intersection of wealth building, profit, and making a difference. There is a lot to learn from companies and individuals that make concerns for the environment, society, and good corporate behavior ...
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Changing the Trajectory

Bernstein Private Wealth Management

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Changing the Trajectory is a podcast hosted by James Seth Thompson that seeks to inspire and empower meaningful generational planning and legacy building through intentional and deliberate action. Featuring roundtable discussions that highlight multicultural markets and communities as breeding grounds for success and change, we offer fresh perspectives on responsibility and investing. Learn to prioritize core values and act with intent to leverage influence and create lasting impact. We won’ ...
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The Big Stage

Bernstein Private Wealth Management

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This is The Big Stage, where host Adam Sansiveri, Bernstein Managing Director and Co-lead of Sports & Entertainment, along with Bernstein advisors, will talk to the biggest names in pop culture, sports, and the arts about their lives and legacies. We offer behind-the-scenes insights into how ambitious and successful individuals make investments, manage multiple business and social ventures, and give back to their communities. Tune in to find out how these esteemed athletes, artists, and ente ...
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Despite concerns around illiquidity and transparency, private equity’s impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein’s Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio? Note to All Listeners: The information …
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Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O’Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member’s mental health or addiction challenges. To …
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Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben’s white paper, “Banking on Opportunity.” Note to All Readers: The information contained here reflect…
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Do you collect? Whether it’s wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer Note to All …
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Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein’s Matt Palazzolo offers expert insights. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein…
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Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein’s Kara Lewis and host Stacie Jacobsen. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are …
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The Magnificent 7 dominated 2023’s equity returns, but what sectors and themes should investors look to in 2024? Bernstein’s Shri Singhvi shares his perspective on where the market is heading. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of…
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Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won’t want to miss. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…
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Stacie Jacobsen welcomes Bernstein Senior Investment Strategist Roosevelt Bowman, who draws on his background in data science to explain what it takes to create workable AI models and what investors should look for when evaluating AI initiatives. To hear the July 2023 conversation with Lei Qiu referenced in this episode, click here or scroll in you…
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Bernstein's Chief Economist Eric Winograd joins host Stacie Jacobsen for a look at U.S. fiscal policy. They discuss the potential costs of running large deficits and accumulating mounting long-term debt in the U.S. and elsewhere. For more context on how the U.S. dollar’s reserve currency status could be affected by the national debt, listen to the …
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Bernstein's National Director of Investment Insights Matt Palazzolo joins host Stacie Jacobsen to recap 2023’s market developments and provide insight into how 2024 could play out. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of…
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The voluntary turnover rate for nonprofit organizations in 2023 is nearly 60% higher than the overall labor market average. What’s driving this high staff turnover? And more importantly, what can social sector leaders do about it? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and …
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With holiday family gatherings right around the corner, an expert shares insights on communicating effectively around questions of wealth. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. make…
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Justin Schneider of Wolf & Shepherd offers his perspective on building a successful business aligned with personal values. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representat…
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Stacie Jacobsen welcomes National Philanthropic Trust’s Alison Morse and the Center for Effective Philanthropy’s Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/20…
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Bernstein Senior Investment Strategist Matt Palazzolo joins host Stacie Jacobsen to discuss where the financial markets may be heading as 2024 approaches. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBer…
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The growth of giving circles shows no signs of slowing. But what’s fueling them—and how are giving circles addressing new developments like trust-based philanthropy and giving beyond the check? Whether you're new to philanthropy or a seasoned donor, you’ll appreciate the valuable insights into the power of collective giving and the benefits of join…
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Bernstein’s Chief Economist Eric Winograd joins Stacie to talk about why he updated his economic forecast on account of Taylor Swift (see his recent blog post here: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/barbie-beyonce-taylor-swift-and-the-economic-outlook.html), and the long-term outlook in the context of rec…
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What if every young Black boy in America were encouraged to believe in their own hidden genius? Hear from the CEO of a nonprofit striving to make that goal a reality. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast.…
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Sharon Schneider is a philanthropy expert, impact investor, and social change strategist who advises some of the world’s most prominent families. Her new book, Handbook for an Integrated Life, captures a growing trend—aligning mission, vision or values with decision making across all facets of a social sector organization’s enterprise, or all facet…
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Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as …
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Two-time Pro Bowl tight end Kyle Rudolph shares valuable insights on succeeding in sports, business, and charitable giving. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representa…
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Discover how Generative AI can streamline operations, optimize fundraising strategies, and create compelling content for social sector organizations while also learning about the risks to privacy, accuracy, and bias. Join us as we explore the pros and cons of using AI in the social sector and how it can enhance human staff to make a greater impact.…
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Bernstein Muni Bond Portfolio Manager Daryl Clements explains why now might be the right time to invest in municipals. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations…
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Contrary to popular belief, pre-nuptial agreements are not just about divorce. Our guest explains how marital agreements can ease potential tensions over finances. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Al…
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The Giving USA 2023 report has raised some concerns in the social sector due to headlines like “steepest drop ever”. But we think there’s more to the results than meets the eye. To dig beneath the headlines, we asked two experts to share their read and provide some much-needed context. That’s when a more nuanced story emerged. For discounted access…
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ChatGPT has captured the imagination of the public. What's next in AI? How should investors evaluate the business prospects of AI-related ventures? Hear from Lei Qiu, portfolio manager of Alliance Bernstein International Technology Fund and AB Disruptors ETF. Note to All Readers: The information contained here reflects the views of AllianceBernstei…
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While 68% of Americans agree that it’s important to make end-of-life plans, only 35% have done so. With legal, medical, financial and legacy decisions at stake, it's essential to communicate your wishes to your loved ones and trusted advisors. Our experts explain why. Note to All Readers: The information contained here reflects the views of Allianc…
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Family governance is a written and agreed-upon framework for communication and decision-making between family members who have shared assets over generations. That sounds simple, but it often involves considerable negotiation and agreement between everyone. When is the time right to put such a roadmap in place and why? We welcome special guest Moll…
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What do you get when you connect the dots between business and philanthropy? E4E Relief, an ingenious social enterprise that provides workforce and supply chain relief for companies and their key stakeholders. In the past five years, E4E Relief’s humanitarian solution has helped businesses serve as financial first responders, awarding over $250 mil…
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The rumors are true: Super Bowl Champion and subject of the Oscar-winning film "The Blind Side," Michael Oher, wore the same white t-shirt to school every day of his 8th-grade year. Today, Michael's childhood spent overcoming the effects of extreme poverty and homelessness keeps his purpose clear. As Founder of The Oher Foundation, Michael's missio…
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How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein’s Director of Research for the Wealth St…
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Monique Meneses is glowing from within as she launches her new skincare line designed to nourish the skin microbiome. Discover the secrets to your body’s largest organ from an AAPI female entrepreneur who is breaking barriers in beauty and changing the skincare game. Note to All Readers: The information contained here reflects the views of Alliance…
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If you’ve ever wondered, “What are other foundations and donors doing?”, this is the episode for you. Derek Jernstedt’s family foundation is now on its third generation and has branched out from its original mission and structure in multiple ways. He’ll take us through the evolution and how it impacts their decision-making today. Note to All Reader…
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Why are market failures an optimal use of capitalism to inspire innovation? Priya Parrish, partner and CIO of Impact Engine, a women-owned venture capital and private equity firm, joins James and Maci to discuss the importance of impact investing and the significance of the rewards society gains when solving for critical needs. Carlos Orantes, CEO …
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Cash has come back into favor after the market turmoil and negative stock returns in 2021. Is this wise, particularly in the light of the latest banking bankruptcies? Or are there other alternatives which offer better returns and only slightly higher risk? We are joined by Maura Pape, who is a Senior Investment Strategist at Bernstein to tell us ab…
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The acute phase of banking sector turmoil may be behind us, but some investors wonder if there’s another shoe waiting to drop. Could commercial real estate add to the stress—or is it an up-and-coming opportunity? On this bonus episode, Dipak Patel, Managing Director of Commercial Real Estate at AB, weighs in. Note to All Readers: The information co…
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Why do autoimmune diseases mostly affect women? How come eight of the last ten drugs recalled by the FDA posed greater health risks for women than men? Dr. Erica Ollmann Saphire, President/CEO of La Jolla Institute for Immunology, breaks down her cutting-edge research on sex-based differences in the immune system. She explains why it matters, what …
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Along with expert investment analysis, we break down the NACUBO report through the eyes of an advancement professional at a two-year college. How do the survey results resonate with her real-life experience on the ground? Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources i…
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The active ETF space has grown by leaps and bounds in recent years. This is partly due to changes in regulation, making it easier and smoother to create ETFs, but the big attraction of active ETFs is they are considerably more tax efficient than comparable instruments like mutual funds. In this episode, John Mclaughlin, National Director on the Tax…
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Sometimes it is rocket science. In 2018, decades into his 33-year career at NASA, Gregory Robinson was asked to lead the James Webb Space Telescope Program to get it over the goal line. Gregory's rise from sharecropper parents in Virginia to segregated schooling in the 1960s to becoming the Webb Space Telescope's program director and the 2022 Time …
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AllianceBernstein recently purchased CarVal, an alternative investment manager with established expertise in clean energy markets. In this episode, Host Stacie Jacobsen first talks to Co-Head of Investment & Wealth Strategies and Host of our Women and Wealth podcast Beata Kirr about this exciting alternative investment. Then we hear Beata's intervi…
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Lilly Ledbetter made a fateful decision to challenge pay equity—and women everywhere have benefited from it. This Women’s History Month, she tells her incredible story firsthand on Bernstein’s Women & Wealth. Hear who supported her, where she found courage and why she just couldn’t let it go. Go to https://www.bernstein.com/our-insights/women-and-w…
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This week we bring you a bonus edition about the Silicon Valley Bank collapse and its wider implications. We talk with National Director of our Core and Alternative Fixed Income efforts Todd Buechs to explain the why behind what happened plus more. Note: This episode was recorded on March 14th. Note to All Readers: The information contained here re…
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On today's episode Senior Managing Director Brian Haloossim is our Guest Host and sits down with entrepreneur Jaimie Schmidt, Founder of Schmidt's Natural and Color Capital. Her story is remarkable. She started making personal care products in her kitchen in 2010 and seven years later was selling those products to over 30,000 retailers in 30 differ…
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Dan Pallotta—entrepreneur, innovator and best-selling author of “Uncharitable”— revisits his unconventional take on philanthropy. With a forthcoming documentary under the same name, Dan explores what’s changed in the decade since his 2013 TED Talk, the 16th most commented Ted Talk of all time. Note to All Readers: The information contained here ref…
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Negotiating is a power. It's a strength that all women need—not just in our professional lives, but in our personal lives, too. This International Women’s Day, Bernstein’s Women & Wealth Institute brings in Kendall Jackson, Assistant Professor at Vanderbilt’s Owen Graduate School of Management, for tips on becoming a better negotiator. Note to All …
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Natalie Madeira Cofield is a Fortune 500 Small Business Advisor, an award-winning entrepreneur, a women’s empowerment advocate, a philanthropist, and a national changemaker. In 2021, Natalie was appointed Assistant Administrator for the Office of Women’s Business Ownership, making history as the highest-ranking Black woman in the Biden-Harris Admin…
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Continuing our discussion of income-based alternative investments, in this episode we turn our attention to growth assets - specifically private equity. The latter is attractive for one big reason: returns habitually outperform public markets. But investors have to be comfortable with features unique to this market such as a long lockout period and…
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Many women are partial to sustainable investing, but AB CarVal’s Jody Gunderson has had a front row seat. She makes the case for renewables—highlighting the opportunity in wind, solar, and battery storage—while explaining how recent legislation has changed the game for the energy sector. Note to All Readers: The information contained here reflects …
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