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Certified Financial Planner, Ashley Hodge shares his expertise about the stewardship of not only your finances, but your life in every episode - focusing on 4 areas: Money, Abilities, Time, Health. Subscribe now so you don't miss an episode. Find out more at http://www.AshleyHodge.com
 
This podcast is sponsored by Enceladus Capital, an investment management firm whose investment philosophy is inspired by the original 1950’s Buffett partnerships (Fair fee structure with 0% mgmt fee; 25% performance allocation over a 6% pa compounding hurdle). Please visit https://enceladuscapital.com for more details.
 
The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
 
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.
 
Founded in 2013 and headquartered in New York, DMG is a leading global real estate investment management and development firm focusing on student housing, condominium, multifamily, and modular construction. By combining the joint expertise of our talented people, we offer clients a vertically integrated investment platform resulting in outstanding reliability – and the prospect of shared growth.
 
We are Vermeer Partners, and we’ve created this series to shed light on some of the topics running hot in the investment community today. With insights from industry experts in their own Golden Eras, we reveal some of the issues investors face in today’s often complex, investment world. Whether you are a seasoned industry professional or an enthusiast beginning your investment journey, we hope you gain some valuable insights and enjoy the series along the way. And if you want to find out mor ...
 
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 ...
 
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
 
KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy ...
 
A CSS RegTech podcast series on moving from a tactical to strategic approach to regulatory compliance. The global regulatory space is complex and fragmented. Financial firms can address this problem through tactical responses to regulatory deadlines or think more strategically on how to optimize their compliance data, operations and technology. The Compliance Solutions Strategies weekly podcast features regulatory experts, former Chief Compliance Officers, cybersecurity specialists, industry ...
 
Looking for an edge in the real estate investment market? Not sure which markets or market segments offer the best opportunities or which strategies to implement? You have come to the right place….Hosts Eric Odum and Steven Silverman blend decades of combined experience in the real estate investment market along with their expert guests covering topics in lending, investment strategies, property management and development…. giving you actionable investment ideas each and every episode you ca ...
 
The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
 
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 ...
 
The One Search team give their insights and opinions on the subjects that matter in Global Infrastructure financing and investment. One Search has been supporting Infrastructure investors since the very birth of the asset class, helping them build investment and asset management teams, IR/Fundraising capabilities and indeed world class management teams in their portfolio companies. Now they share their experiences on a range of topical subjects in the infrastructure sector today, often with ...
 
WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans.
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
Investment Uncut is a podcast about investing. Hosts Mary Spencer and Dan Mikulskis are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring clarity to your investment decisions. LCP’s investment team advise large institutional investors including pension funds with billions of pounds of assets under management. Look out for new episodes every Wednesday.
 
Market Street Wealth Management is a full service wealth management and financial services firm located in West Chester, PA. What makes our firm unlike any other, is our focus not only on investment management and finances, but many other areas of concern that retirees face like Social Security planning, Medicare and healthcare counseling, wills, trusts, estate planning and much more.
 
Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified fi ...
 
Gain critical career and life insights from the most inspirational members on Wall Street Oasis. Detailed advice around recruiting, interviewing, networking and "day-in-the-life" segments. Even those who've "made it" usually didn't follow a straight path. Join us to hear of the twists and turns of successful professionals across investment banking, private equity, hedge funds, management consulting, prop trading, asset management and more!
 
Asset Strategy Advisors (ASA) is an SEC registered investment advisor and fiduciary wealth manager, providing investment management and consulting to public, private and non-profit retirement plans, endowment/foundations and private clients. For corporations and institutions, we deliver total retirement solutions for the recruitment, retention, rewarding and retiring of employees. For individuals, we provide family office services for the management of client wealth, as well as financial and ...
 
The mission of The Zurich Project is to accelerate investment managers on their path to business success in a principled, sustainable way. The goal is to help each participant build a great investment business, one that will deliver value to the manager and his or her clients over the long term. The Zurich Project workshop is an annual invitation-only forum for sharing best practices in the areas of investment management, operations, and marketing. It brings together a select group of manage ...
 
Kamal Basra and Tracy Theemes, financial dynamos behind their successful advisory firm in Vancouver, BC (SophiaFinancial.ca). How did they combine their social agenda of promoting economic equality with the pressures and responsibilities of investment management? How do they succeed in this crazy world of media hype and the ever unpredictable capital markets? Join these two wild women as they let you inside their inspiring, empowering world of finance. Listen closely as they share their hard ...
 
Hamilton Lane is an alternative investment management firm providing innovative private markets services to sophisticated investors around the world. In this podcast series, you’ll hear from Hamilton Laners around the globe discussing our unique take on trends in the private markets. Welcome to Hamilton Lane Live!
 
Stay up to date on what’s impacting the world of investing. Mellon’s Double Take podcast pairs industry experts with Mellon’s investment professionals to discuss the top-of-mind issues shaping the economic landscape. From shifting geopolitics to impact investing and 5G, get perspective from two sides on complex issues. Learn more at: www.mellon.com/double-take-podcast Disclosures Mellon Investments Corporation (“Mellon”) is a registered investment advisor and subsidiary of The Bank of New Yo ...
 
Property Management Brainstorm provides tips and advice to property managers, homeowners, and property investors about renting and managing their residential investment properties, tenants, and vendors. This podcast series is conducted in an interview discussion format by Bob Preston – president, owner and real estate broker of North County Property Group, a top ranked San Diego property management company. Bob interviews top professionals and experts in their respective fields related to th ...
 
DENNIS TUBBERGEN has been working in the financial industry for over 25 years. He is CEO of Personal Legacy Planners, a personal legacy company, and CEO of USA Wealth Management, LLC, a federally registered investment advisory company. Dennis Tubbergen has authored two books for consumers: Economic Consequences: Can You Survive, Even Prosper, From 100 Years of Bad Money Decisions, and The Retirement Resolution. Mr. Tubbergen has also been writing an online financial blog since 2008 which can ...
 
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show series
 
In this episode of Whole Life Stewardship Ashely offers his view on the current state of financial markets and their future, tips concerning fasting for health benefits, and the importance of faith on your health.저자 Ashley Hodge, Certified Financial Planner
 
Inflation has been quiescent in developed economies in recent years. Today, the possibility that we may be on the brink of a secular shift away from the low-flation regime is a topic of intense debate among investors. Nowhere is this more so than in the US where the abundance of fiscal and monetary support is seen by some as irresponsible in creati…
 
In this episode, CSS’s Director of Broker-Dealer Services and a former regulator, John Gentile and Executive Director, Jackie Hallihan sit down to discuss FINRA’s rule book regarding capital acquisition brokers. These are broker-dealers that limit their business to certain capital raising, mergers and acquisitions and corporate financing activities…
 
Recently more and more investors are asking about Ethereum and Bitcoin. How much crypto currency should I have as a percentage of a portfolio? Is Bitcoin and Ethereum a good hedge against rising inflation? Derek and Jay Pestrichelli, CEO of ZEGA Financial, discuss what they are, the differences between them, and what is going on with Dogecoin? What…
 
SUBSCRIBE & Stay Informed https://www.youtube.com/c/TheARMRRepo...​ Become an ARMR Insider: https://armrreport.com/​​​ Stock Market Investing Review: Precious Metals front and center - Central Banks are swapping US$ for Gold -Ratio of foreign debts outstanding to Gold sits at 5-6% Historically it avgs 20-40% -Basel III implementation will lead to r…
 
Zach has a market update and he discusses inflation. He is joined by Edwin Dorsey to discuss today's market. Join Zach for another Virtual Road Show on May 27. Sign up at www.knowyourriskradio.com. See omnystudio.com/listener for privacy information.저자 Bulwark Capital Management
 
**This originally aired as a video webcast live on Hedgeye.com on May 7, 2020** We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen. Chris has had a storied career on Wall Street,…
 
What's On Your Mind is an educational series that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be viewed on the "InstituteofTrading" YouTube channel and p…
 
The most tax laden asset for most people is their IRA or 401k. That leads most people to consider converting to a Roth IRA to avoid taxes. Well is that always the right thing to do? Find out five things to consider before you convert in this episode of Protect Your Assets. See omnystudio.com/listener for privacy information.…
 
Show hosts Dan Mikulskis and Mary Spencer welcome Richard Williams, CIO of RailPen, onto the show to have a conversation about investing like an open DB scheme. Richard started his career at LCP, which was colloquially known by his flatmate (who was also a trainee actuary) as Lane Clark and Paychecks…!We discussGood investing is about identifying y…
 
The statements from the Fed this week have perhaps put inflation risk at the top of investor concerns. However, our experts, Chris Heakes and Matt Montemurro, point out that Advisors still have time to build protections in their client portfolios through a range of prudent strategies, including U.S. TIPS, base metals and other cyclical sector alloc…
 
In this episode, Kevin shares his rare path of breaking into private equity at a lower middle market fund right after his MBA at Emory after stints in consulting and investment banking. Listen to hear why he took a large pay cut, why he didn't want to go back to being an advisor and how he eventually found himself running investments for a large fa…
 
What is it like to be a Dentist Advisors client? On this episode of the Dentist Money™ Show, Ryan and Matt look closely at the Dentist Advisors client journey. From your initial consultation call to completing a detailed onboarding process to building a financial plan that becomes the basis for your financial decisions, Ryan and Matt get down to th…
 
SPACs or Special Purpose Acquisition Companies 2021 growth has outpaced even 2020’s record year. So, what are SPAC companies? Are SPAC companies good or bad? What are some famous SPAC companies? SPAC Special Purpose Acquisition Companies SPAC timeline from creation to IPO of new company What Happens if the SPAC cannot find an acquisition target? SP…
 
The most diverse credit team in Infrastructure recruitment discuss the themes and issues in Infrastructure Debt compensation across Banks and Debt Funds. Also this week, what impact does MRT status have on a banker's compensation? And who were the real losers from Covid, bonus-wise?저자 One Search
 
Am Wochenende hat das große Event für Investorenund vor allem Value Investoren stattgefunden: die Hauptversammlung vonBerkshire Hathaway, das "Woodstock der Kapitalisten", inklusive derReden von Warren Buffett und Charlie Munger mit anschließender Fragerunde.Diesmal alles online und nicht aus der Pilgerstätte Omaha, sondern diesmal ausLos Angeles. …
 
You might think you’ve got retirement planning all figured out. But some mistakes in planning for the future are more common (and costly) than others. And knowing the number you want to retire at is one thing. Understanding it is another. In this episode, I discuss how to maximize the income you generate and how much you should save for a happy and…
 
PART 2: How the Housing Sector Has Been Impacted by the Economic Slowdown and How Entrepreneurs are Leading Their Companies Through an Unexpected Year • What’s the impact from COVID-19 to the housing sector in NY and NJ? • How has your brokerage been reacting to the economic slowdown? • What has your firm done to stand out from your peers and be un…
 
The major indexes had a slow week, with the Dow and Nasdaq both finished slightly down. There was a lot of press about the GDP number, how should you interpret the news? The market doesn’t necessarily trade-off of the GDP even though the media focuses on it. What should you be looking out for going forward? Find out in this week’s market recap. See…
 
Being open to an inclusive growth approach goes hand in hand with a focus on long-term performance and contributes to a better climate for doing business and investment. As investment specialist Ramon Esteruelas and ESG research analyst Delphine Riou argue, it is also good for profitability and can help mitigate business risk.…
 
In this episode, former CCOs and CSS’s compliance services experts in retail and institutional wealth manager services, Korrine Kohm and Matt Calabro discuss a roadmap on navigating the new Marketing Rule, building an action plan and leveraging managed services and technology to help remove compliance complexities from the rule.…
 
“It’s insane to think that every time you have a slowdown in the economy or the stock market, you can just print, infinitely more money and expect it to go away. This is a dead economy revived only by endless money printing. And it will not end well”. So claims our guest this week, Mr. Harry Dent, on Retirement Lifestyle Advocates radio. Your host,…
 
ARMR Investing Way: Providing investors with much needed information edge in today's highly volatile stock market. SUBSCRIBE & Stay Informed https://www.youtube.com/c/TheARMRReport​​ Become an ARMR Insider: https://armrreport.com/​​ Stock Market Investing Review: Time for the Cannabis Couch!! This week was a rollercoaster of Fed actions and Earning…
 
Bob Preston, host of Property Management Brainstorm, discusses the topic of relationship management in property management with Zach Williams of the Partnerships and Business Development Team at Podium. Several of the best practices in relationship management involve connecting with customers through ongoing messaging touchpoints and online reviews…
 
Zach has a market update. His discusses the current state of the NASDAQ and explains why Tesla is no good. He is also joined by Marcos Bueno, Chief Investment Officer at Ascent Systematic Advisors. See omnystudio.com/listener for privacy information.저자 Bulwark Capital Management
 
This is Panorama at DMG Investments where we discuss developments, opportunities and insights into the real estate market and global economy. Episode 1 is hosted by Richard Lorenzen of Fifth Avenue Brands with guest speaker Joseph Manzo, VP of Construction at DMG Investments.저자 DMG Investments
 
PART 1: Modular Construction Real World Adaption and Investment Direction What type of housing market does modular construction best serve other than medical centers? Student Housing? Multifamily? The benefits of investment in modular construction compared with traditional construction, from energy performance standards and efficiency perspective. …
 
As markets prepare for an economic reopening, our experts, Chris McHaney and Alfred Lee, put the spotlight on near- to long-term growth opportunities. In this episode, they discuss sectors that are best positioned to lead equity trades through 2021. They also lay out fixed income solutions to respond to further steepening in the yield curve. Read t…
 
In this episode, James shares his non-traditional path from the University of Georgia to working at UBS in investment banking once he graduated. We'll hear about a big risk he took delaying graduation, how he recovered when he was forced to finish his analyst stint early and why he ended up back in IB at Lazard a few years later before finally maki…
 
Many investors saw a rise in rates causing negative returns on bonds in Q1 of 2021. Many were surprised. How is risk heightened due to low interest rates? Duration vs Maturity in understanding bond rate risk. Plus, how have US Treasuries performed by decade. 10 Year US Treasury Returns by Decade Duration vs Maturity to Determine Interest Rate Risk …
 
On this episode of the Dentist Money™ Show, Ryan welcomes the legendary Dr. Nacho, Paul Goodman, for a wide-ranging discussion on how to keep all of your practice ownership pieces lined up. From preparing for unforeseen physical emergencies to making sure your staff knows how money flows through your practice to why you need mentors who are within …
 
In episode 153 of KayneCast, Chris Wright, Co-Portfolio Manager of Kayne Anderson Rudnick’s Long Short strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Long Short Portfolio in the first quarter of 2021.저자 Kayne Anderson Rudnick Investment Management
 
We welcome James Coney money editor at The Times & Sunday Times to discuss his four pillars of personal finance as well as trends he has seen overtime in the investing/fund management space.We discussJames’ four pillars of personal finance:MortgageSavingsPensionsInvestmentsAim to have regular conversation with readers week after week coming back to…
 
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