Future Standard 공개
[search 0]
Download the App!
show episodes
 
FireSide is a podcast series from Future Standard featuring episodes and research on the markets and economy. This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Future Standard is not adopting, making a recommendation for or endorsing any investment strategy or particular security. All views, opinions and positions expressed herein are that of the auth ...
  continue reading
 
Loading …
show series
 
In a new episode of Head to Head, Greg Toskos (Managing Director, Head National Sales, UBS Global Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson. For more research insights go to https://futurestandard.com/insights Have a question for our experts? Text us for a chance to have your questions answered on the next…
  continue reading
 
In the finale of our Private Markets Outlook series, we sit down with Co-President and Chief Investment Officer Mike Kelly for an in-depth look into the new investing imperative in private markets. Mike joins Research team members Alan Flannigan and Andrew Korz to explore the shift from disinflation and low rates to today’s environment of volatilit…
  continue reading
 
In this episode of the Private Markets Outlook series, we sit down with Scott Giardina, Managing Director and Head of Trading for Future Standard’s Global Credit Team, for an in-depth look at the current state of private credit. Scott joins Research team members Alan Flannigan and Andrew Korz to discuss the benefit of specialization in private cred…
  continue reading
 
What’s next for private equity? We continue our Private Markets Outlook series with a discussion featuring Jorge Rossello, Managing Director, LP Secondaries. He joins Research team members Andrew Korz and Alan Flannigan to explore how private equity investors are navigating a shifting landscape. The Private Markets Outlook podcast series from Futur…
  continue reading
 
What lies ahead for CRE? We continue our Private Markets Outlook series with a discussion featuring two of our portfolio managers, Jason Landon (equity) and Rob Lawrence (credit). They join Research team members Andrew Korz and Alan Flannigan to share how major shifts in CRE are playing out on the ground. The Private Markets Outlook podcast series …
  continue reading
 
Head of Public Policy Jason Cole provides his latest briefing from Washington. Jason updates the team on critical policy developments impacting markets and shaping the Trump administration’s economic agenda. Jason joins SVP of Investment Research Andrew Korz and Investment Research Associate Alan Flannigan to cover the uncertain path forward for ta…
  continue reading
 
Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain? Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on what trade policy may mean for equities and how investors can respond. Troy joins Content Strategist Harrison Beck to outline his frameworks for understanding the current tariff-i…
  continue reading
 
We dive deep into the defining trends shaping private markets in the first episode of our midyear Private Markets Outlook series. Join Andrew Korz, Senior Vice President of Investment Research, and Alan Flannigan, Investment Research Associate, as they explore the forces driving the new private markets imperative: pursuing alpha through specializat…
  continue reading
 
Join Senior Vice President of Investment Research Andrew Korz and Investment Research Associate Alan Flanigan as they explore what the latest developments in tax reform, trade policy and fiscal policy mean for the U.S. fiscal outlook and economy. They dive into the latest edition of Mapping the markets and provide clarity on what it means for inves…
  continue reading
 
In a new episode of Head to Head, Jennifer Garcia (Private Wealth Advisor and Managing Director of the Garcia Private Wealth Group at Wells Fargo) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss her unique approach to multi-generational wealth management, what it means to lead one of the few all-women teams in financial…
  continue reading
 
Who stands to be the biggest loser if free trade starts to unwind? Who stands to gain? Chief Market Strategist Troy A. Gayeski, CFA dives into his latest strategy note on how investors can respond to tariff-induced volatility. Troy joins Content Strategist Harrison Beck to outline his framework for understanding the current, trade war-inflected env…
  continue reading
 
Join the Investment Research Associate Alan Flanigan and Head of Public Policy Jason Cole for a status update on tariffs, trade and taxes. The team analyzes the post-Liberation Day path forward and what it means for investors. Jason and Alan provide expert analysis of the latest developments out of Washington D.C. and the implications for markets a…
  continue reading
 
In this episode, our research team examines the latest on U.S. tariff policy and how it will impact private markets. Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they discuss the potential ramifications of tariffs on private markets. They also bring in resident expert Dan Wilk, Head of Priva…
  continue reading
 
Join the Investment Research team in celebrating March’s NCAA Basketball Tournament with our annual Market Madness show. Our experts put their Sweet 16 of public and private investment strategies to the test and crown a champion in this bracket-style debate. Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flanni…
  continue reading
 
Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era Join Senior Vice President of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.…
  continue reading
 
On this special edition of The Takeaway, we’re joined by Portfolio Manager and Future Standard Head of Global Credit Andrew Beckman. We go in depth on what differentiates his approach to credit, how his team sources opportunities and his insights into credit markets today. Andrew sits down with Chief Market Strategist Troy A. Gayeski, CFA who addre…
  continue reading
 
The Trump administration is shaking up Washington with hundreds of executive orders and an aggressive push to cut government spending. But what's important for markets and what's just media fodder? Head of Public Policy Jason Cole examines the first weeks of the Trump administration and their implications for markets. Jason joins Senior Vice Presid…
  continue reading
 
In a new episode of Head to Head, Caroline Gundeck (Managing Director, Head of Client and Field Engagement at Morgan Stanley Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to share how she became one of the industry's leading community builders, her team's powerful approach to high-net-worth clients and…
  continue reading
 
Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his latest strategy note series on the post-election landscape for middle market private equity, private credit, senior commercial real estate lending and liquid multi-strategy funds. Troy joins Content Strategist Harrison Beck to examine what new policies and continuing tr…
  continue reading
 
Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts,…
  continue reading
 
As we approach the end of 2024, sparks of life are emerging in private markets, fueling optimism for improved liquidity and a revitalized investment landscape. Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine private markets and the outlooks for private equity, private credit and comme…
  continue reading
 
With over 20 years of experience supporting top athletes, military personal and business leaders, John Stemmerman (Senior Vice President of Performance at Exos) knows that high-performance is much more than just running a faster mile. John sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss practical stra…
  continue reading
 
Voters overwhelming ushered in a new Republican majority. But what can investors expect when it comes to key issues like regulation and inflationary policy? One thing is for certain: You can bet on change. Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they dive into what the Trump win means for markets, policy and the…
  continue reading
 
In a new episode of Head to Head, Jackie Larson (Senior Vice President of the Westside Group at RBC Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how to find your client’s “money language,” the way she works to empower a new generation of women in financial services and how she built an impressive c…
  continue reading
 
Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Going for growth: Middle market private equity secondaries Troy joins Content Strategist Harrison Beck to examine how middle market PE secondaries offer the potential for growth at a reasonable price. He addresses the potential advantages of the middl…
  continue reading
 
From public service to private wealth—Joe Brienza shares his journey to becoming a Forbes and Barron’s top-ranked financial advisor. In a new episode of Head to Head, Joe Brienza (Managing Director, Clarity Advisors, UBS Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss the adrenaline rush of a …
  continue reading
 
Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for equities, credit, real estate and essential macroeconomic trends in Q4. They discuss their view on interest rates, inflation, and the labor market—and how these key macro factors could …
  continue reading
 
We are 34 days away from election day. Join FS Investments’ Chief U.S. Economist Lara Rhame and Head of Public Policy Jason Cole as they dive into the critical issues surrounding the election. While the top of the ticket gets most of the focus, control of Congress also hangs in the balance in November. They discuss polling data, the battleground st…
  continue reading
 
Even sophisticated clients don’t always understand why financial planning can help them achieve their goals. Regina McCann Hess, Founder and President of Forge Wealth Management, hopes to change that. Regina joins Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss her passion for educating women about finance, insights…
  continue reading
 
Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true? Troy joins Content Strategist Harrison Beck to analyze the opportunity set for private credit. He addresses frequent inv…
  continue reading
 
Banks are essential to the healthy functioning of the global economy, and their role in the financial system has been anything but static over time. Today, headwinds for banks and the growth of private markets point to further evolution. Join Chief U.S. Economist Lara Rhame and Director of Research Andrew Korz as they dive into their recent Playboo…
  continue reading
 
In a new episode of Head to Head, Ken Crowley (Private Wealth Advisor and Managing Director at Rockefeller Capital Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss what surfing taught him about the importance of preparation, how growing up in Central America shaped his perspective and the value that creating …
  continue reading
 
How can you achieve sustainable high performance in your work? Stefan Underwood, Senior Vice President of Methodology at Exos, has supported the performance goals of pro athletes, elite military operators and leaders at Fortune 100 organizations. Stefan sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss …
  continue reading
 
The extraordinary growth in private credit markets has led some investors to question its risks. We go in depth on our recent report, Is private credit a bubble? to offer answers. Join Chief U.S. Economist Lara Rhame, Managing Director of Credit Wealth Solutions Robert Hoffman and Executive Director of Research Andrew Korz as they examine important…
  continue reading
 
How are investors “becoming the bank” through investments like mortgage REITs? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why current conditions favor these debt-focused CRE investments and how to pick one. Troy joins Content Strategist Harrison Beck to examine the regulatory trends shaping CRE le…
  continue reading
 
With less than 100 days until Americans hit the polls, how are markets reacting to the rapidly evolving headlines and how should investors navigate the most likely scenarios? Join our experts—Head of Public Policy Jason Cole, Chief U.S. Economist Lara Rhame and Chiron Funds Chief Investment Officer Ryan Caldwell—as they examine the possible policy …
  continue reading
 
It’s a political earthquake, but what will Joe Biden's unexpected withdrawal and Kamala Harris’ emerging candidacy mean for investors? Join Head of Public Policy Jason Cole and Executive Director of Investment Research Andrew Korz as they delve into how Republicans and Democrats may respond—plus the potential impact on the “Trump trade,” interest r…
  continue reading
 
A mortgage with a sub-3% rate feels like the proverbial golden handcuffs these days. Join Chief U.S. Economist Lara Rhame and Executive Director Andrew Korz as they examine what investors need to know about the latest trends driving the housing market. They discuss the structural and cyclical issues affecting housing supply, the impact of potential…
  continue reading
 
Join Chief U.S. Economist Lara Rhame, Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they examine their outlooks for corporate credit, private equities, commercial real estate and key macroeconomic trends for Q3 2024. They go in depth on the latest impacts of market concentration, stubborn inflation a…
  continue reading
 
The upcoming election will likely mean changes in policy and regulation. What shifts can we expect and how could they impact key markets? Join Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame as they offer insight into the presidential race, Senate and House contests, and key policy areas such as tax reform, debt, deficit dynami…
  continue reading
 
Mike and Kelly consider themselves more than just financial advisors—they’re life advisors. In a new episode of Head to Head, Managing Partners Mike Barry and Kelly Milligan join Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss their decision to go independent after 20+ years at a name brand firm, the unique, team approach the…
  continue reading
 
Private debt is a growing asset class that’s increasingly making headlines. That’s why we’re back in the studio with more cool answers to your burning questions on this key alternative. Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew Korz join Head of Private Credit Brian Gerson to further demystify the significance, mecha…
  continue reading
 
Are current market conditions too good to be true? Chief Market Strategist Troy Gayeski shares the key takeaways from his latest strategy note on why fear of a “GFC Part II” is a suboptimal reason to hold on to cash. Troy joins Content Strategist Harrison Beck to examine the current economic landscape, how advisors are addressing investor concerns …
  continue reading
 
It’s a topic as old as investing: how can portfolio builders better balance greed and fear? Against today’s backdrop of high valuations and concentration in public equities, middle market private equity may offer that ideal mix of risk and reward. Join Chief U.S. Economist Lara Rhame, Client Portfolio Manager Philip O’Brien, and Research Associate …
  continue reading
 
How does the #1 advisor in the country close business? In a new episode of Head to Head, Jeff Erdmann (Founding Partner of the Erdmann Group at Merrill Private Wealth Management) joins Co-Heads of Distribution Kirsten Pickens and Ryan Robertson to discuss how childhood dyslexia helped him launch a multi-billion practice, why he hires “partners” ins…
  continue reading
 
Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial pro…
  continue reading
 
In this episode we’re joined by FS Thrive partner, Sarano Kelley, the award-winning speaker, coach and trainer to the financial industry. Sarano sits down with Ginevra Czech, Future Standard Director of Client Value Add Programs, to discuss how to build a “Mega Team,” mobilizing authentic communication to help grow your business and how a hyper foc…
  continue reading
 
How can we be bullish on the middle market when the Russell 2000 chronically underperforms the S&P 500? It’s a question that investors often ask when considering middle market private equity—and a perfect opportunity to demystify some of this sector’s unique qualities. Join Chief U.S. Economist Lara Rhame and Executive Director of Research Andrew K…
  continue reading
 
Spring is in the air, and it’s not just the plants that are enjoying the sunshine. The U.S. economy continues its bracing growth, even while the outlook for inflation and interest rates remains stubbornly cloudy. Chief Market Strategist Troy A. Gayeski joins Content Strategist Harrison Beck to discuss his latest strategy note in a brand new show fr…
  continue reading
 
Private debt is a $1.6 trillion market that’s critical to our economy and to investors—and it’s rapidly evolving. As banks have retreated from certain kinds of lending, private lenders have stepped in to fill the gap, allowing investors to reap the potential rewards. Join Chief U.S. Economist Lara Rhame, Head of Credit Wealth Solutions Rob Hoffman,…
  continue reading
 
Loading …

빠른 참조 가이드

탐색하는 동안 이 프로그램을 들어보세요.
재생