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ITPM Podcast
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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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Barenaked Money
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Barenaked Money

Verecan Capital Management Inc.

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The naked truth about all things finance, from a Canadian perspective. This podcast is created and delivered by Verecan Capital Management Inc. Verecan Capital Management Inc. is registered as a Portfolio Manager in all provinces in Canada, except Manitoba.
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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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A short informal podcast on the management of projects, 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, see www.cowshedprojects.com
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Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence ...
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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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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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Join Kevin and Carrie Dick as they dive into the world of wealth management, sharing insights on building wealth, investments, taxes, estate planning, and more. Let's embark on this journey to financial empowerment and education together! The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and advisory ...
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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
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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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Genius Loves Company
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Genius Loves Company

Rockefeller Capital Management

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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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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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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Why Invest?
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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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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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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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"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. You can also hear us on Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod or live streamed on the iHeart app.
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Investment Management Operations
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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...
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Hashing It Out
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Hashing It Out

Corey Petty, Dee Ferguson, Jessie Santiago, Christian Noguera

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Hashing It Out is a podcast which dives into the weeds with tech innovators in blockchain infrastructure and decentralized networks to learn more about what they build and the problems they face head on to overcome.
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The Advisors Option
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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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Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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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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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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A thought leading podcast aimed to share knowledge, experience and expertise mainly in the fields of Data and Pharma, all while doing it over Fika - an important part of Swedish coffee culture. Throughout this podcast we will invite some of the brilliant minds in the industry to shed some light and decode some very interesting and current topics. So, bring your coffee, tea or whatever you prefer and join us for Fika. Hosted by Stephanie Mardini.
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Stocks Neat by Forager Funds - the podcast talking sips and stocks, with nothing watered down. Each month, join Steve Johnson and Gareth Brown for a drink as they talk share markets and taste-test some of whisky's finest. www.foragerfunds.com
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Welcome to The Scoop, The Block's flagship podcast covering finance and technology industries through unmatched interviews with top thought leaders, cultural icons and industry veterans. The Block’s Frank Chaparro hosts new guests every week, diving into breaking news and topics ranging from NFTs, to the impact of DeFi on Wall Street, to Bitcoin's role in the economy and beyond.
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Ready to connect with the investment community here in Cleveland? Want to learn about the people, events, projects, and firms that are making a difference? Want all of that but feel like you don’t have the time? This is the show for you. Welcome to Guardians of Finance. Brought to you by the CFA Society of Cleveland and hosted by Matt McLaughlin, CFA, CAIA and Portfolio Specialist at Diamond Hill Capital Management, Guardians of Finance will provide you with a chance to foster deeper connect ...
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Tune into the markets with ValuEngine’s Magnet Minutes. Jordan Kimmel, ValuEngine’s Chief Market Strategist and Portfolio Manager provides timely market updates. Using the mindset of both an investor and trader, Jordan offers clear market updates on what is really going on - not the simple value vs. growth nonsense. Using the Magnet® Stock Selection Process, his unique blend of value, growth, and momentum - Jordan shares his actual holdings - and whether he is buying or selling. ValuEngine’s ...
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In our Opening Bell podcast we aim to provide a snapshot into what's happening within our economy, the capital markets, our organisation as New Zealand's Exchange, and our community. Featuring a range of industry leaders, each podcast is packed with trends, insights and learning opportunities.
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Welcome to the Creating Real Wealth podcast series. Our wants and desires exist for a reason, they lead us to what’s best for us. That said, how we work towards wealth matters. Abundance can be fleeting as big as a mountain or as small as a seed, particularly in a period of rapid, unpredictable change. We recognize the mountain and gather the seeds. We discuss ways to honor ourselves and the ones we love by sowing the seeds of wealth honorably and in an empowering manner that grow into fulfi ...
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In fast-paced innovative industries, intellectual property decision makers face the challenge of balancing new patent initiatives with budgeting concerns and cost savings, while maintaining the company's key competitive advantages. When planned properly, the optimal balance will reflect in the intellectual property strategy from choosing which new technologies to patent, to leveraging patent assets in the existing portfolio. Join this complimentary Today’s General Counsel webinar to learn ho ...
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In the second episode of Genius Loves Company, Laura Esposito, Head of Rockefeller’s Enterprise Client Coverage Group sits down with Avery Sheffield, Co-Founder and Chief Investment Officer of VantageRock at Rockefeller Asset Management. In an in-depth interview, they discuss Avery’s journey from a neuroscience major to portfolio manager, the quali…
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Investment Mastery: Risk Parity, Portfolio Construction, and Systematic Investment Strategies for the everyday investor. In this video, Rodrigo Gordillo, President & Portfolio Manager of ReSolve Asset Management Global does a review of a 2020 interview with veteran portfolio manager and ex Toronto Teachers Pension Plan Managing Director, Chris Schi…
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Explore the world of sustainable investing in the latest episode of "In Conversation With" featuring Nicolo Bragazza, Portfolio Manager at Morningstar Investment Management Europe. From COP28's impact on ESG investing to navigating complexities and future outlook. Listen now:By moneymarketing
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"Help?! The job application has a spot for a portfolio. What do I put there?!" Ah. The age-old question: how do I effectively demonstrate my Product Management ability and potential via a portfolio? Listen in for my take and LMK your thoughts on LinkedIn: https://www.linkedin.com/in/blairpresley and/or on Instagram: https://www.instagram.com/blairp…
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Today's episode is with Sanjay Ayer, Portfolio Manager at WCM Investment Management! This is an in-depth exploration of the intersections between investing, self-discovery, and cognitive mastery. Sanjay, recognized for his unique approach to investing and team dynamics, delves into how his profession has become a powerful tool for understanding per…
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In this podcast episode, the hosts discuss the concept of tax loss selling and whether it is a valuable strategy for investors. They argue that while tax considerations are important, they should not be the primary factor in making investment decisions. They emphasize the need to consider the overall quality and performance of investments, rather t…
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In this episode, we talk with Brad Wheeler, President of Shaker Investments. Brad has had a long and distinguished career on both the sell-side and buy-side with some notable firms in Northeast Ohio. We talk with Brad about his experiences in both segments of the investment management business, how he transitioned from analytical roles early in his…
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Ashok Raju is the Chief Operating Officer of VR Group, an alternative asset manager focused on distressed securities and special situations investments in emerging markets. Ashok joined VR Group in 2010 initially to create the firm’s client facing efforts before becoming the COO, where he now oversees operations, analytics, and business development…
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What does 2024 have in store for multifamily real estate? Join Pat for a sneak peak at Mara Poling's annual multifamily outlook (available for registration at The Learning Center at MaraPoliong.com) * Occupancy & Rent Growth * Economic factors * Interest rates * NOI values (cap rates) * The Tenant marketplace * Investment strategies to take advanta…
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In this episode, Ryan speaks with Leonardo Da Costa, portfolio manager at First Trust Global Portfolios, about why returns for many international investments have been muted in recent years, why US investors shouldn’t ignore international allocations, and what catalysts may provide a boost over the next few years. Reach us at https://www.ftportfoli…
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Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett…
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In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England Region and discusses the rise of antisemitism since the October 7 th attack on Israel where the terrorist group Hamas attacked Israel killing over 1,400 people, wounding thousands, and …
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In this episode of "In Conversation With," Kimberley Dondo discusses client-centric portfolio management and market trends with Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners LLP. Gilbert provides insights into tailoring investment strategies, balancing risk and reward in portfolio construction, and adapting to recent market trend…
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Embark on a thrilling journey into the dynamic realm of Project Management with '4 PM Podcast: Applied Project Management.' In this episode, get ready to explore the crucial facets that shape success in the world of project management, including transformation, performance optimization, integrating people, organizational solutions, and more. Immers…
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In this episode, we're joined by Lauren C. Ayers, whose most recent role has been as a director of program analysis and business transformation for the deputy assistant secretary of the U.S. Navy. Lauren shares her experiences and learnings for successful change transformation, in particular in the area of acquisition and procurement. Key Highlight…
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In this episode: Special Guest: Neil Stanley from The Core Point Pressure Gauge for Bank Funding (Click here to try it!) Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Pl…
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We all try right? But sometimes it feels like we are stuck. Especially in projects when you seem to be all going round in circles. This episodes focuses on getting out of that cycle and moving forward again. A BETTER WAY - CS PROJECTS VALUE FOCUSED PROJECT MANAGEMENT - TO MAKE YOUR MANAGEMENT OF PROJECTS AND PROFITS BETTER. For the project and the …
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In this episode, Ricardo discusses a prank at the Web Summit where two individuals posed as a rapper and an Adidas executive, promoting absurd ideas like implanting SIM cards in workers to control productivity. The audience applauded, highlighting a concerning disconnect from reality. Ricardo emphasizes the responsibility of project managers to ali…
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With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether someone taking a Required Minimum Distribution (RMD) from an IRA can also contribute (and deduct) …
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Bloomberg Radio host Barry Ritholtz speaks to Michael Fisch, CEO and co-founder of American Securities LLC. He is a managing member of the general partners of the American Securities Partners' series of private equity funds and a member of the investment committee of AS Birch Grove. He was previously a partner in two private equity funds, a consult…
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Consumer exhaustion is kicking in, yields have come down, and the economy is beginning to show signsof slowing.Since outlining our three-themed bonds outlook, we’re finally getting an indication that it’s coming tofruition. As we get ready to transition to phase 2 (“duration is your friend”), investors could embracelonger duration on expectations t…
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In his first Weekend Essay, Editor Tom Browne shares his journey from scepticism to parenthood, navigating the chaos of editorship and fatherhood. A tale of yoghurt-stained meetings, sleepless nights, and the newfound importance of good-enough financial planning. Tune in now:By moneymarketing
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Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the bilateral relationship between the United States and China after four decades of formal relations. He expands…
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Anthony Scaramucci is the founder and managing partner of SkyBridge Capital. In this episode, Scaramucci reflects on the lessons he learned in the depths of last year's bear market, and explains why he believes the approval of a spot Bitcoin ETF in the U.S. will lead to hundreds of billions of dollars flowing into bitcoin in the near future. OUTLIN…
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In this episode of the Modern Stock & Option Trading Show, Russ lays out the 8 trends / themes that he is currently focused on. He covers where we have been and where we are going into 2024. Context is key to investment performance as we have seen volatility since the summer. Don’t forget to subscribe to the show!…
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Join us for this insight-rich conversation with Michael Robbins, a distinguished figure in quantitative asset management. He is an author, thought leader, Professor of Graduate Studies in Quantitative Investing at Columbia University, and a sitting CIO. Our conversation focuses on quantitative trading, asset management, and financial modeling. Mich…
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Andy Constan, founder, CEO and Chief Investment Officer of Damped Spring, joins DoubleLine’s Jeffrey Sherman and Samuel Lau to discuss his approach to macroeconomics-driven investing. They also discuss, among other timely topics, Mr. Constan’s outlook for persistent inflation above the ... Read MoreBy DoubleLine
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In this discussion, the ReSolve team is joined by Alfonso Peccatiello, financial analyst, to discuss the current state of the economy, the impact of Biden's stimulus, and the intricacies of investing in the current financial landscape. They delve into a wide range of topics, providing valuable insights for anyone interested in understanding the com…
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In the latest episode of Stocks Neat, Steve Johnson and Harvey Migotti discuss what they learned on their recent trip to the US and Japan. Their trip started in Chicago at an industrials conference, which gave the pair a temperature check on what is happening in the US economy. Then, Steve and Harvey visited Tokyo to meet with a few companies under…
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Premonition was an AI driven logistics company that helped couriers orchestrate their drivers and deliveries in the most efficient manner. In 2022, one of Australia’s largest startups - Shippit, acquired Premonition for $20.5 million. Throughout the episode, Brad explains how logistics makes up 20-30% of man-made emissions and by making the space m…
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HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: MATT AMBERSON, OPTION RESEARCH & TECHNOLOGY SERVICES GUEST: JOHN STEC, GLOBAL X THOUGHTS ON CURRENT MARKET ENVIRONMENT INCL THE RECENT BULL MARKET IN CRYPTO & RUMORS OF THE APPROVAL OF THE BTC SPOT ETF TRICKS OF THE TRADE: DISCUSSION OF ADVISORS AND DIGITAL ASSETS OCTOBER OPTIONS VOLUME NUM…
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Are equities the best long-term investment? If so, is that always true? In this episode of At the Money, Barry Ritholtz speaks with Jeremy Schwartz about why you should, or should not, go heavy on stocks. Schwartz is Global Chief Investment Officer of WisdomTree, leading the firm's investment strategy team in the construction of equity Indexes, qua…
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Corey, D, and Jesse chat with Ameen about the motivations behind Privacy Pools, historical references including Tornado Cash and Z Cash, as well as the mechanics and tradeoffs associated with the approach. Topics Covered in this episode: Motivations and history – Ethereum, Coinbase, Tornado Cash, zk-SNARKs, Zcash. How Privacy Pools work – Setup, de…
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Join Luke Hyde-Smith, new host and Co-Head of Multi-Asset Strategies at Waverton, in an enlightening conversation with Jonathan Maxwell, the visionary founder of Sustainable Development Capital. In this episode, they delve into the critical role of energy efficiency in realizing our net zero ambitions. Jonathan shares knowledge from his book, "The …
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Reflect on a year of pivotal changes in pensions with host Kimberley Dondo and industry experts Fiona Hanrahan and Ken Scott from Royal London. Dive into the impact on advisers and strategies for navigating the evolving pension landscape, ensuring financial resilience for clients. Tune in: And if you’d like any further resources or support to help …
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It's been one heck of a year in the Product hiring world, for sure. Listen in for my take on how 2023 changed everything, and LMK your thoughts on LinkedIn: https://www.linkedin.com/in/blairpresley and/or on Instagram: https://www.instagram.com/blairpres/By Blair Presley
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In this episode of Opening Bell, we delve into the career journey of Antonia Watson, Chief Executive of New Zealand's largest bank, ANZ. Antonia shares how her initial passion for accounting has helped propel her into leadership positions, the importance of being flexible and looking for opportunities, and how she has handled challenges entering a …
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