Best State Street Global Advisors 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
Ep50: Mohamed El-Erian on how AI is changing investing 43:13

9d ago43:13

43:13

In this episode of FI15, Joe is joined by Mohamed El-Erian, President of Queens' College, University of Cambridge and Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings. Topics discussed included the potential impact of AI on investing and portfolio management, how Mohamed incorporates data into his views, Sudeep on AI in movies and music …

1
Ep49: SKKY Partners Jay Sammons on Private Equity & Working With Kim Kardashian 25:31

1M ago25:31

25:31

In this episode of FI15, Joe is joined by Jay Sammons, Co-Founder of SKKY Partners and Raam Ratnam, Managing Director at S&P Global Ratings. Topics included SKKY Partners investment process, Jay’s experience founding the company with Kim Kardashian, staying on top of consumer culture and Raam’s takeaways from his career as an accountant.…

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
Ep48: T Rowe Price CIO Sebastien Page on Mega Trends, Leadership & Building a Linkedin Following 38:20

2M ago38:20

38:20

In this episode of FI15, Joe is joined by Sebastien Page, Chief Investment Officer at T Rowe Price and Alexandra Dimitrijevic, Global Head of Analytical Research & Development at S&P Global Ratings. Topics included both guests views on global mega trends, the future glide path of interest rates and inflation, Sebastien’s experience building a 40,00…

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
Ep47: BlackRock's James Keenan on Navigating the Private Markets Landscape 28:43

4M ago28:43

28:43

In this episode of FI15, Joe is joined by Blackrock’s Global Head of Private Debt James Keenan and Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings. Topics included the rise in popularity of private markets, how both Blackrock and S&P Global Ratings approach the space, Jim’s unpopular investment opinion and people inside and outsi…

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
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
Ep46: Ryan Serhant on Real Estate, AI and Building A Personal Brand 45:47

5M ago45:47

45:47

In this episode of FI15, Joe is joined by Real Estate mogul Ryan Serhant, Founder of SERHANT. and Gregg Lemos-Stein, Chief Analytical Officer – Corporates at S&P Global Ratings. The guests discuss the global real estate market, with Ryan sharing his expertise on leveraging social media and AI to drive success in the industry, and Gregg provides his…

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
Ep45: State Street Global Advisors CIO Lori Heinel on Global Investment Trends and Future Risks 27:03

6M ago27:03

27:03

In this FI15 podcast episode hear Lori Heinel, Global CIO at State Street Global Advisors, and Yann Le Pallec, Global Head of Rating Services at S&P Global Ratings, discuss key global economic trends and investment strategies with host Joe Cass. Topics include client engagement, investment opportunities, ESG considerations, public speaking tips, pe…

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
Ep44: Wei Li on Blackrock's 2024 Outlook, AI Revolution and Global Trends 32:27

7M ago32:27

32:27

Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, President at S&P Global Ratings. Together, they dissect the 2024 market landscape, offering expert perspectives on emerging trends, AI integration, and leadership insights.…

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
Ep43: Robert F. Smith on How to Build A Culture of Success 37:11

9M ago37:11

37:11

Robert F. Smith, Chairman and Founder of Vista Equity Partners, joined Doug Peterson, CEO at S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on how to build a culture of success in business, the evolution of GenAI, the growth of private markets and the guests experience of growing up in New Mexico and Colorado…

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
Ep42: Andrew Howard on Sustainable Finance, Green Bonds and Career Paths 31:44

10M ago31:44

31:44

Andrew Howard, Global Head of Sustainable Investment at Schroders and Christa Clapp, Managing Director at S&P Global Rating join host Joe Cass on this episode of Fixed Income in 15. Discussion focused on sustainable finance, the climate financing gap, Christa’s experience building Shades of Green and the future of green bonds. Sign-up here to be no…

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
Ep41: Larry Summers on Inflation, Surviving Cancer & The Social Network 37:19

11M ago37:19

37:19

Ex-U.S. Treasury Secretary Larry Summers and S&P Global Ratings' Global Chief Economist Paul Gruenwald join host Joe Cass on this episode of Fixed Income in 15. Discussion spans the rise and fall of inflation, working with U.S. Presidents, how to create an economic narrative and Larry’s experience being diagnosed with and surviving cancer.…

1
Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India 30:50

12M ago30:50

30:50

Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings join host Joe Cass on this episode of Fixed Income in 15. The discussion centred around disruptive investment areas, macro outlooks, private credit, the impact of Generative AI and the rise of India.By S&P Global Ratings

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
Ep39: Dan Yergin on Energy Security, Being An Entrepreneur, Advising U.S Presidents & His New Book 31:48

1y ago31:48

31:48

Daniel Yergin, Vice Chairman at S&P Global, Pulitzer-Prize winning author and founder of CERA, joins host Joe Cass on this special 1-on-1 episode of Fixed Income in 15. Topics included Dan’s newest book ‘The New Map’, challenges of the energy transition, founding Cambridge Energy Research Associates in 1983 and his experiences advising multiple U.S…

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
Ep38: Mary Pryshlak on Generative AI in Credit Research, & How To Manage 130 Investment Professional 42:48

1+ y ago42:48

42:48

Mary Pryshlak, Head of Investment Research at Wellington Management, joined Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the potential role of Generative AI in credit research, leadership experiences from Alexandra and Mary and book…

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
Ep37: Saira Mailk on Breaking into Finance, The Next Big Risks & Educating Children 26:54

1+ y ago26:54

26:54

Saira Mailk, CIO of Nuveen joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Saira’s experience breaking into finance, the next big risks for investors, Ruth’s leadership experience and Saira and Ruth’s strategies when educating their children on f…

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
Ep36: David Rubenstein on Private Markets, Investment Regrets, Interviewing Elon Musk & His New Book 34:20

1+ y ago34:20

34:20

David Rubenstein, Co-Founder of The Carlyle Group joins Adam Kansler, President at S&P Global Market Intelligence and host Joe Cass on this episode of Fixed Income in 15. Topics included private market valuations and data, interest rate trajectories, David’s new book “How To Invest”, biggest investing regrets and anecdotes from David’s investing ca…

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
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 35: Emmanuel Roman on Investing in 2023, Private Markets, PIMCO Culture & Arsenal FC 43:05

1+ y ago43:05

43:05

PIMCO CEO Emmanuel Roman and Martina Cheung, President of S&P Global Ratings, joined Joe Cass on this episode of the FI15 podcast. Discussion spanned investing in 2023, private debt, working culture at PIMCO after Bill Gross, Davos, ChatGPT and Arsenal FC.

1
Ep34: Liz Ann Sonders on the 2023 Macro Outlook, Her 300,000 Twitter Followers & Inflation 31:01

2y ago31:01

31:01

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab joins Paul Gruenwald, Global Chief Economist at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the 2023 macro outlook, US rate cycle, sticky inflation, Liz Ann’s Twitter 300,000 Twitter following and Paul’s cycling over lockdown.…

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
Ep33: Peter Harrison on Being a CEO, Career Advice & Meeting The Queen 29:13

2y ago29:13

29:13

Peter Harrison, CEO of Schroders joins Dan Draper, CEO at S&P Dow Jones Indices and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Peter & Dan’s experiences working across the globe for different institutions, the day-to-day realities of being a CEO and, private markets, blockchain and Peter’s experience meeting The Quee…

1
Ep32: David Hunt on The Future of Asset Management, Strategy & Growing AUM 30:17

2y ago30:17

30:17

David Hunt, CEO of PGIM joins Maria Melendez, Global Head of Strategy at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on David’s experience as a CEO, his current take on the global macro environment, Maria’s career path and her view on how to successfully execute strategy in our day-to-day roles.…

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
Ep31: Chamath Palihapitiya on Investing, Mental Health, Poker & SPACs 42:58

2y ago42:58

42:58

Chamath Palihapitiya, global tech investor and Founder of Social Capital and Naveen Sarma, Senior Director at S&P Global Ratings covering U.S Media & Entertainment joined Joe Cass on this episode of the podcast. Discussion spanned investment philosophy, how playing poker can assist prospective investors, the future of streaming and the importance o…

1
Ep30: Joyce Chang on Market Themes, Defi and Working with Jamie Dimon 44:59

2y ago44:59

44:59

Joyce Chang, Chair of Global Research at JP Morgan joins Alexandra Dimitrijevic, Global Head of Research & Development at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused key themes that may affect financial markets in 2022-23, the evolution of ESG when thinking about an energy crisis, the impact of DeF…

1
Ep29: Howard Marks on Warren Buffett, Writing Memos, Investing Psychology & Crypto 38:39

2y ago38:39

38:39

Legendary investor Howard Marks, Co-Founder of Oaktree Capital Management, joins Sally Moore, Global Head of Strategy, M&A and Partnerships for S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Howard’s relationship with Warren Buffett, Sally’s experience of the recent $140 Billion S&P Global-IHS merger, Howa…

1
Ep28: Goldman Sachs AM CIO Ashish Shah on Private Debt, Social Media, Inflation & Growing Up 28:12

2+ y ago28:12

28:12

Ashish Shah, Chief Investment Officer at Goldman Sachs Asset Management joins Ruth Yang, Global Head of Thought Leadership at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on the future of private debt markets, GSAM’s view of financing fossil fuel companies, using social media as a communication tool…

1
Ep27: Rick Rieder - Blackrock CIO on Crypto, Inflation, Twitter & Parenting Advice 36:10

2+ y ago36:10

36:10

Rick Rieder, Chief Investment Officer of Global Fixed Income at Blackrock joins Yann Le Pallec, Global Head of Ratings at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Rick’s take on the current volatile market conditions, how to approach inflation, Rick’s 30,000 Twitter followers, Yann’s professi…

1
Ep26: Jared Isaacman on Inspiration4, Elon Musk, Leadership & Mars 40:38

2+ y ago40:38

40:38

Jared Isaacman, Founder of Shift4 and SpaceX Astronaut joins Chris Heusler, Chief Commercial Officer at S&P Global Ratings and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Jared’s experience as a civilian astronaut, his relationship with Elon Musk, Chris’ career path, how to be a good leader and when both guests think …

1
Ep25: Ray Dalio on Economic Cycles, Career Advice, Crypto & ESG 1:04:31

2+ y ago1:04:31

1:04:31

Ray Dalio, Co-Chairman and Co-CIO of Bridgewater Associates and Martina Cheung, President at S&P Global Ratings joined Joe Cass on this edition of Fixed Income in 15. In a wide ranging discussion, conversation touched on markets, Sustainable Finance, diversity in societies, Ray’s new book, life and work role models, Joe’s job at McDonalds and caree…

1
Ep24: Talking ESG with PIMCO & S&P Sustainble1 27:15

2+ y ago27:15

27:15

Grover Burthey, Head of ESG Portfolio Management at PIMCO and Richard Mattison, President at S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on PIMCO’s priorities in the ESG investing space, growth of the S&P Global Sustainable1 division and the challenges ESG presents market stakeholders. There was …

1
Ep23: Grayscale on institutional investor interest in crypto 24:26

3y ago24:26

24:26

Joe Cass hosted CEO of Grayscale Investments, Michael Sonnenshein and Senior Research Fellow at S&P Global Ratings Chuck Mounts on the latest episode of Fixed Income in 15. Discussion focused on the emerging cryptocurrency markets, institutional investor involvement in the space and debate on how blockchain could fit into traditional finance struct…

1
Ep22: ESG investing trends & experience of Davos with Fidelity 23:02

3y ago23:02

23:02

Nicole Connolly, Global Head of ESG at Fidelity Investments and Lauren Smart, Chief Commercial Officer S&P Global Sustainble1 joined Joe Cass on this edition of Fixed Income in 15. Discussion focused on S&P Global’s new Sustainble1 division, ESG investing trends and how investors are increasingly playing a part in investment stewardship. There was …

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State Street Global Advisors Podcasts

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