Best MFS Investment Management Podcasts (2024)

1
NicsaTalk - Schwab Asset Management President, CEO, & CIO, Omar Aguilar 14:56

4d ago14:56

14:56

Dr. Omar Aguilar, President, CEO, & CIO of Schwab Asset Management, reflects on his background and highlights the importance of being flexible about your career path. Recorded on-site at Nicsa Diversity Project North America’s Fearless Leadership Symposium 2024. For more, visit http://nicsa.org/podcasts…

1
EP 28: AI with Brad Neuman, CFA - Alger 47:58

2M ago47:58

47:58

I think this Podcast is going to blow you away. I was left speechless. The implications of AI are truly outstanding. And we don’t know of any investment firm that is more of the forefront of this revolution than Alger. You are in for a treat, so tune in for a fascinating ride.By Geremy van Arkel, CFA®

1
NicsaTalk - CEO of ALFI, Serge Weyland 10:43

1M ago10:43

10:43

The Association of the Luxembourg Fund Industry’s new CEO Serge Weyland shares some of the challenges he overcame and lessons he learned along the way. Recorded on-site at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsBy Nicsa

1
NicsaTalk - CFO and EVP at MFS, Amrit Kanwal 15:25

3M ago15:25

15:25

Hear from MFS CFO Amrit Kanwal about his background, lessons learned, and advice. Recorded on-site just after he came offstage at Nicsa’s Strategic Leadership Forum 2024. For more, visit http://nicsa.org/podcastsBy Nicsa

1
NicsaTalk - President and CEO of State Street Global Advisors, Yie-Hsin Hung 11:18

4M ago11:18

11:18

Yie-Hsin Hung shares some of the defining moments of her career so far, and some of the lessons learned along her journey to be SSGA’s President & CEO. Recorded at Nicsa’s Strategic Leadership Forum 2024, where Yie-Hsin answered audience questions alongside Edward Jones’ Penny Pennington in our annual Face the Membership panel. For more, visit http…

1
Ep 27 Rich Pzena - Opportunities in value investing 51:03

5M ago51:03

51:03

I have been waiting a long time to host a quality podcast about value investing. As most of you know, the investment world has been dominated by growth and technology themes over the last 2 years. But how does that leave the rest of the investable universe? Value stocks, small stocks, international stocks, and especially emerging markets stocks hav…

1
NicsaTalk Special Edition - Expect Miracles Foundation Distance Challenge May 14-21, 2024 11:15

5M ago11:15

11:15

In this Special Edition episode of NicsaTalk, Expect Miracles Foundation Director of Development Maggie Dombroski joins Nicsa's Justine Phoenix to talk about EMF's annual Distance Challenge, a global peer-to-peer fundraiser where participants can run, walk, bike, or do anything else that gets them moving in support of cancer research. How far will …

1
NicsaTalk -Managing Partner at Edward Jones, Penny Pennington 12:13

5M ago12:13

12:13

Listen in as the top leader at Edward Jones, Managing Partner Penny Pennington, shares moments that defined her career, ways her family guided her, and her vision for the future of the asset and wealth management industry. Recorded at Nicsa’s Strategic Leadership Forum 2024, where Penny answered audience questions alongside State Street’s Yie-Hsin …

1
NicsaTalk - Chairman Emeritus at Invesco, Marty Flanagan 9:42

6M ago9:42

9:42

Our guest Marty Flanagan served as a director, President, and Chief Executive Officer of Invesco, one of the world’s leading investment management firms, for nearly twenty years. Join us for a frank conversation about his career and lessons learned in his long and high-reaching leadership journey. Recorded at Nicsa’s Strategic Leadership Forum 2024…

1
NicsaTalk - Chief U.S. Economist at FS Investments, Lara Rhame 9:46

7M ago9:46

9:46

FS's Chief US Economist, Lara Rhame, joins Justine Phoenix on the NicsaTalk Podcast, recorded in person at Nicsa's General Membership Meeting in November 2023. Tune in to hear a bit about her outlook on the economy, but stay to learn how she manages work/life balance and other lessons she's learned in her career. For more episodes, visit http://nic…

1
NicsaTalk - Head of Alternative Products at John Hancock Investment Management, York Lo 9:31

8M ago9:31

9:31

John Hancock's Head of Alternative Products, York Lo, shares insights from his career, and his unique perspective. This episode was recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023. For more, visit http://nicsa.org/podcastsBy Nicsa

1
EP 26: Roadmap for 2024 with Rob Almeida - MFS Investments 52:30

8M ago52:30

52:30

Welcome to 2024! Feeling optimistic? The economy seems to be dieseling along, asset prices are high, and the Fed is likely to cut rates. What’s not to like? We kick off the year with a roadmap tour the opportunities and risks ahead for 2024 with Rob Almeida, Global Strategist for MFS Investments. Tune in and buckle up, let’s go for a ride.…

1
NicsaTalk - Managing Director, Head of Retirement and Personal Wealth Solutions at Bank of America, Lorna Sabbia 10:20

9M ago10:20

10:20

Recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023, in this episode, Bank of America’s Lorna Sabbia shares her perspective and some of the key experiences and lessons that shaped her career. For more, visit http://nicsa.org/podcastsBy Nicsa

1
NicsaTalk - SVP & Chief Client Officer at American Century, Joe Schultz 9:48

10M ago9:48

9:48

Recorded live on the floor of Nicsa’s annual General Membership Meeting in November 2023, this episode features American Century’s Joe Schultz. In it, he delves into his background, and shares one big networking strategy that he would have done even more of if he could go back in time. For more, visit http://nicsa.org/podcasts…

1
EP 25: Bryan Krug, CFA – Artisan Partners. Where is the credit risk? 37:31

11M ago37:31

37:31

Did you know that there are three types of non-investment grade (credit) bonds in the marketplace today? When investors think about credit bonds, they are usually referring to just high-yield bonds. Post the Great Financial Crisis (GFC) though, the non-investment grade bond market has changed and is no longer dominated by just high-yield bonds. Inv…

1
NicsaTalk - Co-Head of Retail Sales at Franklin Templeton, Mark Lavan 14:22

12M ago14:22

14:22

Franklin Templeton's Co-Head of Retail Sales Mark Lavan joins Nicsa's Justine Phoenix to talk about his career path, how he found the right role for himself, and lessons learned along the way. http://nicsa.org/podcastsBy Nicsa

1
EP 24: Winners and Losers with Henrik Strabo of Rainier International Discovery 42:23

1y ago42:23

42:23

Many of you may have never heard of the Rainier International Discovery Fund. However, Henrik Strabo, the founder and lead portfolio manager of this fund has been managing portfolios for over 30 years. Henrik is steeped in experience and joins us to discuss how changes around the world can lead to winning investments, and to losers. Surprises often…

1
NicsaTalk - Principal at Edward Jones, Steve Rueschhoff 13:14

1y ago13:14

13:14

Steve Rueschoff of Edward Jones shares his path to the upper reaches of the asset and wealth management industry, and how events that seem less than ideal at the time can turn out to be the best things to happen in your career. More at http://nicsa.org/podcastsBy Nicsa

1
EP 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now 54:20

1y ago54:20

54:20

For the twelve years following The Great Financial Crisis, money market yields had remained close to 0%, and bond yields were consequently repressed. However, today the entire bond spectrum appears to exhibit different characteristics than when the Fed Funds Rate was 0%. Instead of low inflation, we have inflation higher for longer. We currently ha…

1
NicsaTalk - Chief Diversity, Equity and Inclusion Officer at MFS, Michelle Thompson-Dolberry 10:26

1y ago10:26

10:26

Michelle Thompson-Dolberry of MFS shares her unique journey in the asset and wealth management industry, and what she’s learned about the importance and value of bringing one’s authentic self to the job. More at http://nicsa.org/podcastsBy Nicsa

1
EP 22: Resilient Investing with Adam Sues of Yacktman Funds 59:00

1+ y ago59:00

59:00

In this episode we discuss managing resilient equity portfolios that can endure multiple market environments with Adam Sues of Yacktman Funds. For those of you who don’t know Yacktman, they have been a pillar of quality focused equity management for the past 30 years. Morningstar might classify Yacktman as a large cap value manager, but they are so…

1
NicsaTalk - Head of Financial Intermediaries at American Century Investments, Stacy Bernstein 15:08

1+ y ago15:08

15:08

Stacy Bernstein, Vice Chair of the Nicsa Board of Directors and Head of Financial Intermediaries at American Century Investments, shares how she turned challenges - such as 11 bosses in 10 years, and taking on a new leadership role fresh out of maternity leave - into growth and success. More at http://nicsa.org/podcasts…

1
NicsaTalk - Head of Wealth Management Platforms and Invesco Global Consulting, Clint Harris 12:44

1+ y ago12:44

12:44

This month’s guest is Clint Harris, CFA, EVP, Head of Wealth Management Platforms and Invesco Global Consulting at Invesco US, and Member of Nicsa’s Board of Directors. He shares lessons learned about leadership, and his take on where asset and wealth management is heading. For more, visit nicsa.orgBy Nicsa

1
NicsaTalk - Head of Wealth Management Solutions at Ameriprise, Sandy Bolton 10:14

1+ y ago10:14

10:14

In this episode, recorded live on the event floor of Nicsa's 2023 Strategic Leadership Forum during a networking breakfast, Ameriprise's Sandy Bolton shares the unexpected path of her career and how success is not always a straight line upward.By Nicsa

1
NicsaTalk - Host of the My CFA Charter Story Podcast and VP at American Century Investments: Sibil Patri 14:10

1+ y ago14:10

14:10

Meet Sibil Sebastian Patri, CFA, CAIA: VP of Strategy and Corporate Development at American Century Investments, and host of the CFA Institute's podcast series My CFA Charter Story. In this episode of NicsaTalk, she chats with Nicsa's Justine Phoenix about her background, what she's learned in her career, and how to foster a successful organization…

1
EP 21: Inside First Eagle with Julien Albertini 43:08

1+ y ago43:08

43:08

For institutional investors, First Eagle has long been one of the most revered investment firms in the nation. Their mutual funds have been a pillar of strength in Frontier portfolios, providing consistent performance year after year, for decades, even during some of the most difficult of times. If you ask them how they have been able to achieve th…

1
NicsaTalk - President and CIO at Hennion & Walsh: Kevin Mahn 15:52

1+ y ago15:52

15:52

Justine chats with Kevin Mahn, President & CIO at Hennion & Walsh Asset Management. He shares how surviving the 9/11 terrorist attack changed the trajectory of his career and his life, alongside sharing some career advice and industry insights. Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.…

1
EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023? 45:07

1+ y ago45:07

45:07

Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation and the Fed.By Geremy van Arkel, CFA®

1
NicsaTalk - Nicsa Chair and Head of Product Development and Strategy at Columbia Threadneedle: Scott Brady 17:19

2y ago17:19

17:19

Justine chats with Nicsa's Board Chairman and Head of Product Development and Strategy at Columbia Threadneedle, Scott Brady. They touch on hot product trends in the financial industry, career advice, and "Workplace Karma". Let us know what you think at https://www.linkedin.com/company/nicsa/ and visit nicsa.org to learn more.…

1
EP 19: What is the next phase of this market cycle? 50:52

2y ago50:52

50:52

So here we are, 9 months into a market decline. What now? In this interview we discuss what is likely to happen to the economy and earnings, what is next for capital markets, and where is the opportunity. Who doesn’t want to know that? I don’t know anyone that can deconstruct it better than Brad Neuman.…

1
EP 18: Rezo Kanovich - Portfolio Manager, Artisan Non-U.S. Small-Mid Growth Strategy 48:29

2y ago48:29

48:29

Triumph! What an honor it was to host the famed international investor Rezo Kanovich from the Artisan International Small Mid Growth Strategy. Frontier has been a long-term investor with Rezo and Artisan, and I was shocked to have been able to interview such an icon of international investing. We deconstruct the importance of security selection, th…

1
The new NicsaTalk - Series Premiere - CEO Jim Fitzpatrick introducing host Justine Phoenix - November 2022 16:06

2y ago16:06

16:06

NicsaTalk is relaunching with a whole new format! Every month, we'll share a 15-minute conversation with one of the global asset management industry's best and brightest. They will share stories of their personal and professional journeys, and give you access to important lessons they've learned, for both business success and professional developme…

1
EP 17: What are managed futures anyway? Yung-Shin Kung – Credit Suisse 27:16

2+ y ago27:16

27:16

Stocks down, bonds down, managed futures up! What are managed futures, how do they work, and why are they performing so well in this “everything down” environment? To answer these questions, we go right to the source - Yung-Shin Kung, Head of Quantitative Strategies, & Portfolio Manager of the Credit Suisse Managed Futures fund. Tune in and listen …

1
EP 16: Have you ever wondered how much gold can fit into a swimming pool? 1:00:00

2+ y ago1:00:00

1:00:00

In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund. What does First Eagle know about gold? Well, they just might own more gold than any other private entity in the country. How much gold can fit in a swimming pool, what is the difference between gold out of the ground and gold mining stocks, what is…

1
EP. 15: This is not your grandfather’s growth vs. value debate. 1:28:59

2+ y ago1:28:59

1:28:59

While this podcast does hover around the growth vs. value debate, we will hone in on the misunderstanding of innovation and how a simple financial reporting measure can cause trillions of investor dollars to be misallocated. This podcast is the most important podcast that I have produced!By Geremy van Arkel, CFA® and Shannen Carroll

1
EP 14: 2022 Kick Off – What the Heck is Going On Now, with Rob Almeida - Global Strategist, MFS Investments 1:07:37

2+ y ago1:07:37

1:07:37

To kick things off for 2022, we welcome back to the show Rob Almeida – Global Investment Strategist and Portfolio Manager for MFS Investment Management. This time around, we recap the highlights and oddities of last year, and address some of the major issues for the New Year. High asset prices, inflation, the Fed…we address it all in this sprawling…

1
Ep 13: What is Advisors Alpha? - Brandon Jansma of Prudential Securities 58:04

2+ y ago58:04

58:04

Can we deconstruct Advisors Alpha? This is a first. We interview an investment advisor – Brandon Jansma. We figured that since most of our listeners are investment advisors, maybe we should interview one. In this episode, we define Advisors Alpha with Brandon Jansma, whom we believe to be an all-around thought leader and contemplator of finer subje…

1
EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management 43:34

2+ y ago43:34

43:34

This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter? With U.S. equity markets so overvalued currently – if you believe traditional valu…

1
EP11: Will Taxes Rise in the U.S.? - Libby Cantrill of PIMCO Investments 56:14

3y ago56:14

56:14

What better way to end 2021 than to talk about some heavy hitters? Spending. Taxes. China. Russia. Mid-Term Elections – we discussed it all in this interview with Libby Cantrill, Head of US Policy at PIMCO. Tune in to hear a thought-provoking discussion on some of today's hottest U.S. policy topics and the potential impact on the markets and taxes.…

1
EP10: What is Going on in China with Andy Rothman of Matthews Asia 53:46

3y ago53:46

53:46

Regulation is a four-letter word in American politics, but in China, is it business as usual? This year, Xi Jinping – the leader of the Chinese Communist Party – passed down a laundry list of regulations that resulted in cascading unintended consequences for businesses and investors alike. These new regulations address real estate construction leve…

1
EP9: Risk Managed Small-Cap Investing with Gregory Spiegel of Neuberger Berman 1:12:41

3y ago1:12:41

1:12:41

Risk managed small-cap equity investing? How to manage a large small-cap portfolio? Can underperforming a bull market lead to multiple market environment outperformance? For how long can poor quality businesses outperform? Why is the beta ripping Russell 2000 Small Cap Index chock full of non-profitable companies? Do these questions sound like “Jum…

1
EP8: Why Are Interest Rates So Low? - Tony Crescenzi of PIMCO Investments 1:09:47

3y ago1:09:47

1:09:47

Inflation at 5%, 10-year treasury yields at 1.5%, how is that sustainable? In the post-COVID investment environment of explosive growth coinciding with inflation concerns, it seems implausible that interest rates could remain this low. However, for my entire career, investors have decried, “Interest rates are just about to rise, so watch out!”. But…

1
EP7: Inflation with Christopher Burton, CFA, FRM of Credit Suisse 1:43:21

3y ago1:43:21

1:43:21

The big macro-economic surprise in 2021 is INFLATION! The latest CPI-U year-over-year inflation print for the 12 months ending May 2021 is 5%. Regardless of whether the rise in general prices – influenced by the sectors of energy, lumber, or used cars – has been lumpy or not, it does appear that most of us are witnessing pockets of inflation in our…

1
EP6: Is this the new normal, or will we return to the old normal one day? - Robert Almeida 1:05:38

3y ago1:05:38

1:05:38

While you may have never heard of Frontier Asset Management, you likely have heard about MFS Funds. They manage about $500 billion in assets, and Rob Almeida is their Global Strategist! Given that the big story for strategists now is clearly “what the heck is going on with markets”, we quickly devolve from “deconstructing alpha” to all the weirdnes…

1
EP5: Why Would Anyone Index Corporate Bonds with Carl Kaufman 1:01:22

3+ y ago1:01:22

1:01:22

In this episode, Geremy and Shannen interview Carl Kaufman, Co-President, Co-Chief Executive Officer, Chief Investment Officer of Osterweis funds, but more importantly, manager of the Osterweis Strategic Income Fund. With inflation fears on the horizon - leading to investors' big fear of rising interest rates - talking bonds, interest rates, and in…

1
EP:1 Commodities in the time of COVID with Credit Suisse 41:35

3+ y ago41:35

41:35

Geremy van Arkel of Frontier Asset Management, Nelson Louie and Chris Burton of Credit Suisse Asset Management discuss what strategies have worked for commodities.By Geremy van Arkel, CFA®

1
EP2: Is value investing dead with John Walthausen of Walthausen funds 44:16

3+ y ago44:16

44:16

Geremy van Arkel of Frontier Asset Management,John Walthausen, CFA, Chief Investment Officer, and Portfolio Manager and Gerard Heffernan, Jr., CFA, Portfolio Manager of Walthausen & Co. LLC discuss long term success in security selection.By Geremy van Arkel, CFA®

1
EP3: U.S. stock selection with George Shipp of Sterling Funds 41:15

3+ y ago41:15

41:15

Geremy van Arkel of Frontier Asset Management and George Shipp of Sterling Capital Management talk about the stock market and the U.S. economy.By Geremy van Arkel, CFA®

1
EP4: An update on China with Andy Rothman of Matthews Asia 40:50

3+ y ago40:50

40:50

Frontier Asset Management’s conversation with Andy Rothman, Investment Strategist at Matthews International Capital Management. They discuss all things investing, China, COVID and the ramifications on the economy.By Geremy van Arkel, CFA®

1
Nicsa Podcast - Black History Month 2021 26:07

3+ y ago26:07

26:07

In honor of Black History Month, Nicsa’s Diversity Project North America asked three of our members to share their perspectives and personal stories as black women in the asset management industry They outline their career journeys, recount stories of how allies and mentors helped them along the way, provide tips for how colleagues can be effective…

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