Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email info@simplify.us.
…
continue reading
This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
…
continue reading
1
Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations
Eptura™
The “Asset Champion Podcast” offers candid conversations with some of the industry’s most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...
…
continue reading
1
Podcasts Archives - Revere Asset Management
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
…
continue reading
The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.
…
continue reading
1
The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
…
continue reading
1
Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
…
continue reading
Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.
…
continue reading
Blue Alternative Asset Management is a privately held company in New York, NY which specializes in wealth management, financial advisor and operating business. For more info: https://gust.com/companies/blue-alternative-asset-management
…
continue reading
Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.
…
continue reading
Künstliche Intelligenz (KI, engl.: Artificial Intelligence/AI) und Maschinelles Lernen verändern die Wirtschaft – auch das Asset Management. Was genau passiert jetzt deshalb in der Branche? Wie funktionieren diese neuen technologischen Anwendungen im Asset Management? Und welchen Nutzen bringen sie? Antworten auf solche Fragen bekommen Sie im Podcast „Künstliche Intelligenz im Asset Management. Einfach erklärt“. Kern einer jeden Folge ist ein wichtiger Begriff aus der KI-Welt. Dabei geht’s v ...
…
continue reading
Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
…
continue reading
What happens when revolutionary trading vehicles like ETFs meet transformative technologies like artificial intelligence and machine learning? Join Yasmin Dahya and Joe Staines, of J.P. Morgan Asset Management, and Tom Lydon, of ETF Trends, for a conversation about how ETFs are evolving to take advantage of new tools.
…
continue reading
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 ...
…
continue reading
1
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Ben D. Jones and Emily Larsen with BMO Global Asset Management
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
…
continue reading
We believe sharing insights from different sectors is crucial for our mission to accelerate the global transition to a sustainable energy ecosystem. In our series of podcasts, we cover many topics related to Strategic Asset Management, like ISO 55000, Digitalization, Resilience, Risk & Portfolio Management and much more. Experts from different parts of the world, and from different asset-intensive sectors, such as utilities, oil & gas, airports, nuclear power and food production plants, shar ...
…
continue reading
Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
…
continue reading
…
continue reading
1
Keeping it Simple | Ep. 43: All the Wong Answers
1:01:58
1:01:58
나중에 재생
나중에 재생
리스트
좋아요
좋아요
1:01:58
Bloomberg Economics' Anna Wong has been nailing the data. Join Michael Green, CFA and Harley Bassman to discuss what she sees.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are onl…
…
continue reading
In a world in which the momentum factor is a key driver of investor flows, and where investment sentiment is heavily skewed towards US mega-caps, a contrarian view can pay off. Boston Partners portfolio manager Chris Hart talks about opportunities in healthcare, consumer staples, financials and industrials.…
…
continue reading
Welcome to Forthlane Features – a podcast for those seeking insights into sophisticated global investment strategies. At Forthlane Partners, we curate global, diversified portfolios designed to help ultra-high net worth clients in Canada navigate the complexities of a global economy. From wealth preservation to wealth accumulation, Forthlane Featur…
…
continue reading
Do you have a Garanimals portfolio? Are your assets set up so simply,…
…
continue reading
1
Mailbag: Should I Go Ahead And Pay Off My Low Interest Mortgage?
5:34
5:34
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:34
In this video, Frank answers a common question: Should you pay off a low-interest mortgage early? There’s not a one-size-fits-all approach to this question, but there are some considerations that we can look at as we go through our decision-making process! Frank will discuss the calculator he uses to compare scenarios, how to view your portfolio as…
…
continue reading
1
Ep. 143: “The Importance of What We Do” – Asset Management, Facilities Maintenance and IFMA Leadership with Jason E. Callis, CFM, SFP, LSSGB of Conrad Indianapolis
23:19
23:19
나중에 재생
나중에 재생
리스트
좋아요
좋아요
23:19
Jason E. Callis, CFM, SFP, LSSGB is Director of Property Operations and Facilities at Conrad Indianapolis, a Past President of the IFMA Indianapolis Chapter, and he currently serves on the IFMA Global Board of Directors as Chair of the Government Affairs Committee where he is passionate about creating environments where organizations and people thr…
…
continue reading
1
Trust, Culture, and All-Weather Portfolios: A Conversation with Robbie Pryde
25:09
25:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요
25:09
What drives a farm boy from rural Ontario to lead one of Canada's top wealth management firms? Vanessa Hui and CEO, Robbie Pryde share his extraordinary journey from family farm bankruptcy to Bay Street success. Robbie looks at his pivotal career moments, his leadership philosophy, and Forthlane's innovative approach to delivering institutional-gra…
…
continue reading
Do you have a Garanimals portfolio? Are your assets set up so simply,…
…
continue reading
This week, we have a listener question to answer from a viewer named Jan. She says, “I have an annuity that I’ve had for several years. Prior to this year, I would have been assessed a penalty for taking my money out, but now I’ve had it long enough that I can withdraw my money without penalty. Should I take it all out?” Listen in as Frank shares h…
…
continue reading
Are we in the mother of ALL bubbles? Danny thinks it’s important to m…
…
continue reading
Are we in the mother of ALL bubbles? Danny thinks it’s important to m…
…
continue reading
Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Here’s what…
…
continue reading
How do you know inflation is actually going to go down? Is Manhattan …
…
continue reading
How do you know inflation is actually going to go down? Is Manhattan …
…
continue reading
1
Ep. 142: “Finding Solutions” – Effective Facility Management Strategies for Reaching Sustainability Goals with Olivia Drummond of Cascade Energy
20:39
20:39
나중에 재생
나중에 재생
리스트
좋아요
좋아요
20:39
Olivia Drummond is Marketing Operations Manager at Cascade Energy where she is passionate about providing effective decarbonization solutions with an emphasis on energy efficiency and electrification in today’s facilities. Mike Petrusky asks Olivia how operational and maintenance strategies can be used to reduce energy, save costs and contribute to…
…
continue reading
Robeco’s one-year outlook, titled ‘This is not a landing’, looks at how the US economy so far skillfully manages to defy all the indicators flashing an immediate recession risk. Peter van der Welle and Colin Graham discuss a broad range of both regions and asset classes in our latest podcast episode.…
…
continue reading
Dividend investing has been a retirement tool utilized by retirees for years, but is it still a strategy we can rely on to help fund our income plan in retirement? Discover why relying solely on dividends may not be the best approach and explore alternative strategies that could enhance your financial security. Frank also sheds light on the tax imp…
…
continue reading
Michael Green, Harley Bassman, and Barry Knapp go old school.For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact info@simplify.us.Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplify Asset …
…
continue reading
Is a marketing firm managing your money? Even if they call themselves…
…
continue reading
Is a marketing firm managing your money? Even if they call themselves…
…
continue reading
1
Are Money Market Funds Still a Good Investment After Rate Cuts?
5:35
5:35
나중에 재생
나중에 재생
리스트
좋아요
좋아요
5:35
In the ever-evolving world of finance, the Federal Reserve's decisions can send ripples through the investment community. Recently, the Fed has cut interest rates, and this has sparked questions about the future of money market funds. Are they still a viable option for investors, or should we be looking elsewhere? In this episode of the Time Bluepr…
…
continue reading
What a difference an election makes! The shop digs into Donald Trump’…
…
continue reading
What a difference an election makes! The shop digs into Donald Trump’…
…
continue reading
1
Ep. 141: “The Art of Strategic Change” – Preparing for the Future of Facility & Asset Management with Marc Weigum of Cumming Group
25:53
25:53
나중에 재생
나중에 재생
리스트
좋아요
좋아요
25:53
Marc Weigum is Senior Director at the Cumming Group and Founder of Unified Purpose where he is a dynamic leader focused on strategic change management, AI-driven program management and workforce strategy formulation. Mike Petrusky recently hosted Marc for a conversation around “The future of facility and change management” where they discussed how …
…
continue reading
1
Encouraging Your Spouse To Get Involved In The Financial Plan
6:25
6:25
나중에 재생
나중에 재생
리스트
좋아요
좋아요
6:25
Today we’re going to answer a question from the mailbag asking about whether you should make your spouse get more involved in the finances as you near retirement. What does Frank think? We’ll find out in this video as Frank offers practical advice on encouraging participation and shares stories that highlight the importance of both partners being i…
…
continue reading
1
US Election: The impact on equities, bonds, currencies and commodities
12:10
12:10
나중에 재생
나중에 재생
리스트
좋아요
좋아요
12:10
What 'four more years of Trump' means for financial markets. Erika van der Merwe with Robeco's Colin Graham and Lauren Mariano.저자 Robeco
…
continue reading
Follow the Money; Price Equals Truth! That’s the theme this week as t…
…
continue reading
Follow the Money; Price Equals Truth! That’s the theme this week as t…
…
continue reading
1
Surprising Financial Wisdom From The Unlikeliest Celebrities
19:56
19:56
나중에 재생
나중에 재생
리스트
좋아요
좋아요
19:56
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Tune in as Frank uncovers some valuable l…
…
continue reading
Has your tax bracket changed? Better check! The IRS has made some cha…
…
continue reading
Has your tax bracket changed? Better check! The IRS has made some cha…
…
continue reading
This has been a landmark year for active exchange traded funds. More than 300 new active ETFs have been launched so far in 2024, and around EUR 200 bln investor flows have made their way into this market segment. Why have investors become increasingly eager to get exposure to these not-so-passive investment vehicles?…
…
continue reading
1
Ep. 140: “A New Paradigm of Thinking” – Dynamic Facilities Planning and Asset Management Strategies with Cameron Christensen, CEFP, FMP of Princeton University
21:18
21:18
나중에 재생
나중에 재생
리스트
좋아요
좋아요
21:18
Cameron Christensen, CEFP, FMP is Director of Asset Management for Facilities Operations at Princeton University where he is passionate about leading organizations in planning, maintenance, operations, and project management. Mike Petrusky asks Cam about his new role and why he believes that people are the key to success in facilities management. T…
…
continue reading
1
Putting Clients First: The Core Values of Oliver Asset Management
17:19
17:19
나중에 재생
나중에 재생
리스트
좋아요
좋아요
17:19
There are countless financial advisory firms out there, but not all are created equal. Each firm offers unique services and operates with its own set of specialties and core values that shape its approach to helping clients. In this episode, we take a deep dive into the guiding principles of Oliver Asset Management. Frank will walk us through how t…
…
continue reading
The problem isn’t what happens if you die in your 30’s – what happens…
…
continue reading
The problem isn’t what happens if you die in your 30’s – what happens…
…
continue reading
1
Keeping it Simple | Ep. 41: Can We Inflate Away Angrynomics?
1:05:21
1:05:21
나중에 재생
나중에 재생
리스트
좋아요
좋아요
1:05:21
Mike and Harley check in on the state of the economy with Mark Blyth, Professor of International Economics at Brown University. For more information, https://www.simplify.usInvesting involves risk including potential loss of principal. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are only offered to clients o…
…
continue reading
Hear Ye, Hear Ye! The shop digs into this week’s midnight ride in the…
…
continue reading