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Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets ...
 
Named one of the top podcasts about corporate social responsibility, The Sustainability Story features intimate conversations with thought leaders from the world of ESG integration and sustainability. The topics include anything and everything about where finance intersects with the environment, governance, sustainability, social, climate change, biodiversity, human capital management, sustainable investing, impact investing, regulations, standards, and more. Host Matt Orsagh, CFA, CIPM is a ...
 
The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
 
This series provides a guide to the economic and policy developments within the European Union (EU) and is a must-listen for any student, policy maker, legislator, economist, or corporate strategist seeking a greater understanding of the opportunities, risks, and emerging policy initiatives that will affect the 330 million consumers living there and the companies doing or seeking to do business there. These podcasts are delivered by Josina Kamerling, head of regulatory outreach for CFA Insti ...
 
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.
 
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, BFA, 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 revie ...
 
In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
 
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show series
 
Founder and CIO of Strategic Value Partners, Victor Khosla has seen significant shifts in the distressed investment landscape since he first founded SVP in 2001. In this episode of the FEG Insight Bridge, Victor shares his insights on how SVP has effectively differentiated itself from other private credit firms and why focusing on operational impro…
 
Investing in the stock market can be tricky. With so many different strategies available, it can be difficult to know where to start. Considering the current rollercoaster scenario in the market, how can investors make informed decisions about buying and selling assets and maximize their returns? In this episode, Rusty and Robyn talk with David Lun…
 
In the wake of the FTX debacle, investors in cryptoassets have seen the need to critically reassess and strengthen their due diligence and risk management processes, and for regulators globally to provide greater clarity and consistency in regulating the space. In this episode, Mike Wallberg, CFA, and Martin Leinweber, CFA, Digital Asset Product St…
 
Sustainable investing has gained significant traction as more investors integrate environmental, social, and governance (ESG) factors into their investment decision-making process. Although there are many different sustainable investing strategies that investors can choose from, they are all intended to generate long-term financial returns while cr…
 
It’s that time of year again! Investors and market analysts are looking ahead to the coming year, and 2023 is shaping up to be an exciting year for the economy. Looking ahead, what factors will likely shape the market, and how can advisors utilize them to their advantage? In this episode, Rusty and Robyn talk with Kim Arthur, President and CEO of M…
 
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: Year-end market & interest rate review (2:21) Federal Reserve news (6:29) FOMC minutes Kashkari comments (ARTICLE LINK) This week's economic data (11:27) Employment report ISM Servic…
 
Geopolitics, demographic trends, and geography are re-shaping the world order and driving changes in global economic power and the free trade system we have known in the recent past. Our host, Mike Wallberg, CFA, sits down with geopolitical strategist, Peter Zeihan, to discuss his new book, The End of the World is Just the Beginning. In this wide-r…
 
As the need for sophisticated investment management has grown, OCIO has become an increasingly popular solution for institutional investors and advisory firms looking for comprehensive, turnkey investment management. Partnering with an OCIO team connects investment strategies and products directly to investors' unique financial goals, risk targets,…
 
Natural resources and commodities provide investors with a unique opportunity to benefit from the long-term appreciation of these assets. While global economic trends largely drive the performance of natural resources and commodities, these assets have historically outperformed traditional asset classes, such as stocks and bonds, during periods of …
 
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: FOMC decision & market reaction (2.04) Changes to FOMC membership (4:57) Federal Reserve comments on unrealized investment losses & tangible capital issues (6:35) New conforming loan…
 
In this episode, Rusty talks with Jeff DeMaso, Editor and Founder of The Independent Vanguard Adviser. Jeff is also the interim CIO and Director of Research at Adviser Investments. He has been quoted in USA Today, Forbes, The Wall Street Journal, Barron's, InvestmentNews, and Kiplinger, to name a few, and named a Rising Star of manager research in …
 
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: Coming in January! Building an Investment Strategy for Your Financial Institution (LEARN MORE) (1:44) Conversation w/ Darnell Canada from Darling Consulting Group (5:45) The issue of…
 
A Three-Component Approach to Stock and Bond Picking. As central banks swung from QE to QT this year, the withdrawal of liquidity has been a major component in exacerbating stock market declines and bursting of bond market bubbles. Mike Wallberg, CFA, speaks with George Cipolloni, CFA, Portfolio Manager and co-leader of the balanced income strategy…
 
In the current market conditions, investors are looking for more than just average returns. They are looking for protection against downside risk and the ability to generate alpha. While the question of how to best construct a portfolio has no one-size-fits-all answer, certain best practices can help advisors build a better portfolio. In this episo…
 
As our financial planning practices grow, we sometimes find ourselves stuck on plateaus, facing problems that can’t be solved by working harder. How do we make progress when the tools we’ve used up til now won’t get us to our next professional goal? The Entrepreneurial Operating System (EOS) could provide the answer. Our guests, Al Davis, CFP®, EA,…
 
Advisors are an important part of the investment ecosystem. They help clients develop investment strategies and provide guidance on allocating assets best. Although every advisor has a unique approach to managing portfolios, they share one goal in common: to manage a portfolio that meets their client's expectations. In this episode, Rusty talks wit…
 
“Risk” in investment management has many definitions and dimensions. For investors, it’s not only important to quantify total portfolio risk, but also to go beyond to determine the portfolio’s risk and return drivers and different sources of risk. Mike Wallberg, CFA, and Reshma Rajagopalan, CFA, Quant & Analytics Specialist at FactSet, discuss how …
 
Inflation has been rising steadily since the beginning of the year and is now at a level considered concerning by many economists. And while the Fed has been raising interest rates to keep inflation in check, it is becoming increasingly difficult. With inflation remaining stubbornly high, many believe a recession is becoming increasingly likely. Wh…
 
In this episode, Rusty and Robyn talk with Kenneth Sleeper, Ocean Park Asset Management's Co-Founder, Co-Managing Director, and Portfolio Manager. Also joining them is James St. Aubin, Chief Investment Officer for Sierra Mutual Funds and Ocean Park Asset Management. Kenneth oversees all aspects of the organization's activities, including asset mana…
 
ETFs have been popular among investors for many years given the tax advantages, efficiency, and transparency afforded by the ETF structure, but it was regulatory changes implemented in 2019 that leveled the playing field for the issuance of active ETFs. Since then, more active managers, including traditional mutual fund firms, have been bringing ac…
 
Throughout history, there have been different schools of thought regarding investing. Some investors believe in taking on more risk to achieve higher returns, while others prefer preserving capital and generating stability. In this current economic climate, however, many investors are worried about the stock and bond markets and how they will affec…
 
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: FOMC Rate Decision (1:36) Bond Market Review (5:43) 6 Tips to Managing Through Uncertainty (8:16) The Basics of Hybrid ARMs What are hybrid ARMs? How are they different from other mo…
 
The last few years have been a rollercoaster for investors. The market has been volatile, asset values have declined, and there is general uncertainty about the future. In times like these, it's important to have a diversified portfolio that can weather the storm. Hedge funds offer a unique opportunity for investors to hedge against risk and protec…
 
An emerging and critical application of data science in the asset management industry is the use of artificial intelligence and machine learning to support both the art and science of fundamental investing. Arezu Moghadam, Managing Director and Global Head of Data Science at JP Morgan Asset Management, speaks with host, Mike Wallberg, CFA, about ho…
 
Uncertainty and volatility are increasingly the new normal in today's investment markets. This has led many investors to seek out new asset classes that are not only stable and generate attractive returns but are also backed by structural growth trends. One asset class that meets these criteria is infrastructure. In this episode, Rusty and Robyn ta…
 
There is nothing more frustrating for an advisor than losing a client. It's even more difficult when high-net-worth clients leave. High-net-worth clients are an important segment for any financial advisor. Not only do they bring in more revenue, but they also refer other high-net-worth individuals to the firm. What can advisors do to ensure they do…
 
We are honored to welcome 30-year investment veteran Jordi Visser to today's FEG Insight Bridge. He is the CIO & President of Weiss Multi-Strategy Advisers, LLC. Weiss, founded in 1978, has been a pioneer in the market-neutral style of investing, offering traditional hedge funds and liquid alternatives. Jordi has been instrumental in Weiss’ success…
 
The Journey to Leading a Global Investment Firm Leading an investment firm, regardless of size, requires a combination of soft skills — empathy and understanding of what motivates people — and a breadth of management experiences built over time. In this episode, Mike talks with a respected leader of a global investment organization, Richard Brandwe…
 
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