Hear why passive investments are a risk to the markets and what active managers can (and can't) do about it
Apr 08, 2024•1 hr 11 min•Season 1Ep. 100
Hear which of CFA Institute's research pieces you should be reading, from the person responsible for them
Apr 01, 2024•16 min•Season 1Ep. 99
Get ready for one of our most complex podcasts, on which you will hear about some jaw dropping data
Mar 25, 2024•21 min•Season 1Ep. 98
Hear from one of the authors of the standards about where she would start, as an investor
Mar 18, 2024•12 min•Season 1Ep. 97
Hear what a pile of research and data says about the all important American consumer
Mar 11, 2024•17 min•Season 1Ep. 96
This week's guest built and sold a trainig company that teached financial modeling. Hear where it can go wrong.
Mar 04, 2024•21 min•Season 1Ep. 95
Hear a long run analytical view from a former Chair of CFA Society New York
Feb 26, 2024•15 min•Season 1Ep. 94
In this episode, we delve into the inevitable consolidation of cannabis companies, exploring the driving forces behind this trend and its implications for the industry's future.
Feb 19, 2024•13 min•Season 1Ep. 93
Tune in to discover which data segments, standards, and numerical factors are making an exit.
Feb 12, 2024•15 min•Season 1Ep. 92
Dive into the latest episode where we explore the dynamic landscape of DEI, delving into the future outlook for both company managers and portfolio managers. Gain valuable insights and stay ahead in the ever-evolving world of diversity, equity, and inclusion strategies.
Feb 05, 2024•17 min•Season 1Ep. 91
Hear from a prolific writer and fund manager about his view of the risk premia from ESG and what's next.
Jan 29, 2024•12 min•Season 1Ep. 90
Hear from a former asset owner, borrower and now lender at Carlyle
Jan 22, 2024•28 min•Season 1Ep. 89
Macro and tech are having an unprecedented impact on manager searches. Hear what Tim has to say about it.
Jan 16, 2024•28 min•Season 1Ep. 88
Hear from commercial real estate pro, who invests in debt and equity in the cannabis sector
Jan 08, 2024•18 min•Season 1Ep. 87
James Scribner has invested in Senior Housing for longer than most. Hear where he's finding value in the subsector.
Dec 20, 2023•45 min•Season 1Ep. 86
Hear which session had the most interesting forward looking views of our events this year
Dec 11, 2023•11 min•Season 1Ep. 85
Hear where one pro is seeing interest from his insurance clients
Dec 04, 2023•29 min•Season 1Ep. 84
What do you learn from working with some of the UK's biggest pension managers? A lot.
Nov 27, 2023•16 min•Season 1Ep. 83
Gain insights on the importance and details from a professional involved in choosing investment managers.
Nov 20, 2023•16 min•Season 1Ep. 82
Delving into Investment Quality: Join us for an In-Depth Exploration with a Portfolio Manager No representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. This is not a buy, sell or hold recommendation for any particular security.
Nov 13, 2023•21 min•Season 1Ep. 81
Hear what liquidity, fed policy and other factors mean for banks and currencies. If you are interested in learning more about State Street's proprietary data or Insights Platform please contact Kelley Coates at kcoates@statestreet.com .
Nov 06, 2023•25 min•Season 1Ep. 80
The issues around climate change, investing and risk are vexing. This ESG pro takes us back to basics
Oct 30, 2023•24 min•Season 1Ep. 79
Public policy is hard to anticipate right now, but hear why one pro thinks bank regulation is not likely
Oct 23, 2023•47 min•Season 1Ep. 78
Hear from the people who created CFA Institute's new certificate about what you need to know and how hard it will be to learn
Oct 16, 2023•28 min•Season 1Ep. 77
Hear from one insider about the carbon recapture industry
Oct 09, 2023•43 min•Season 1Ep. 76
A former COP president discusses his views of the EU energy sector
Oct 02, 2023•23 min•Season 1Ep. 75
Hear from the author of a seminal paper on ESG portfolio management
Sep 25, 2023•22 min•Season 1Ep. 74
An international banker turned politician takes us around the changes and identifies sectors with value
Sep 18, 2023•21 min•Season 1Ep. 73
Hear from Lindsey Rubinstein about how family offices are investing concerning DEI
Sep 04, 2023•19 min•Season 1Ep. 72
We go deep into the details after a busy week in monetary policy
Aug 28, 2023•25 min•Season 1Ep. 71
