Shows
Base by Base314: Proactive Genomic Reanalysis at Boston Children’s: VS-NN, HPO NLP and DRAGEN find diagnoses in pediatric ES/GSRockowitz S et al., Scaling genomic reanalysis to unlock diagnoses and transform rare disease care. Human Genetics and Genomics Advances - Boston Children's Hospital used VS-NN, HPO NLP, and DRAGEN reprocessing in a proactive genomic reanalysis to identify candidate diagnoses in 2% of pediatric ES/GS cases.
Study Highlights:The study deployed a centralized Proactive Genomic Reanalysis (PGR) workflow on a Boston Children’s Hospital pediatric ES/GS cohort integrated into the CRDC infrastructure. Key methods combined DRAGEN reprocessing, automated HPO extraction from EHR notes, CFA filtering on the GeneDx research platform and a VS-NN variant-scoring neural ne...
2026-03-1222 min
Private Markets 360°Sarah Samuels on Navigating New Frontiers of Private Markets (With Sarah Samuels, Chief Investment Officer at NEPC)In this episode of Private Markets 360°, we welcome Sarah Samuels, Chief Investment Officer at NEPC. With a diverse background in managing endowments, family offices, and public pensions, Sarah discusses the dynamic nature of capital raising, the importance of due diligence, and innovation. She highlights opportunities in the lower middle market, the convergence of public and private markets, and the impact of economic disruption on investment strategies. Drawing on her experience as Chair of the CFA Society Boston, Sarah shares her passion for education and financial literacy, which inspired her to author a children's book on money and role models.
2026-02-2640 min
FOXcastVirtualizing the Family Office Investment Function With Jeffrey Croteau and Kate DumasToday, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves...
2026-02-1930 minFOXcastVirtualizing the Family Office Investment Function With Jeffrey Croteau and Kate DumasToday, it is my pleasure to speak with Jeffrey Croteau and Kate Dumas of Tide Cycle, a specialized firm that serves as the outsourced chief investment officer for large, ultra-high-net-worth families and individuals, providing customized investment solutions. Jeff is Founder and CIO of Tide Cycle, which he founded after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff's investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. He serves...
2026-02-1930 min
Alternative Allocations with Tony DavidowUnlocking Value in Middle Market Private Equity with Guest Matt Katz, Fiduciary Trust InternationalIn this episode, Tony Davidow sits down with Matt Katz, Managing Director at Fiduciary Trust International, to explore why middle market private equity offers compelling opportunities in today's environment. Matt shares his journey into private markets, explains why the middle market presents a structural advantage with less competition and more operational value-add potential, and provides practical guidance on evaluating private equity funds through the lens of people, process, performance, and references. The conversation also covers the current exit environment, the growing role of secondaries in portfolio construction, the importance of due diligence in evaluating funds, and actionable advice for...
2026-02-0321 min
Wealth Management InvestWealth Management Invest: Digging into SMAs and Direct Indexing with Columbia Threadneedle’s Daniel MilliganIn this episode of Wealth Management Invest, host David Bodamer speaks with Daniel M. Milligan, vice president of separately managed accounts at Columbia Threadneedle Investments, to examine how advisors are using SMAs and direct indexing when building client portfolios.
Daniel outlines how technology has increased access to SMAs, why tax-aware personalization is gaining traction, and how direct indexing creates flexibility for investors seeking tailored equity exposures. He also walks through the role municipal bond SMAs can play in taxable accounts and highlights how advisors can use these tools.
Key takeaways:
How technology has allowed...
2025-12-1525 min
The Investors First PodcastKevin Shea, CFA, BNY Mellon – AI: Investment Implications & Lessons from Late 90'sKevin Shea is a Director/Senior Equity Strategist at BNY Mellon, where he focuses on individual security analysis, market structure, and emerging technologies—most notably artificial intelligence. Raised in a blue-collar household in Boston, Kevin learned the value of investing early and carried that discipline through Penn State University and into his professional life. He earned the CFA charter while beginning his career at Merrill Lynch Investment Management, eventually joining BNY Mellon's Equity Advisory Group, a team dedicated to helping wealth clients navigate complex equity markets and fast-moving innovation cycles. In this episode, Kevin joins Steve Curley an...
2025-12-041h 01
InvestTalkHousing Market Forecast 2026: What’s Coming Next?We will talk about an expert-driven look at where home prices, interest rates and buyer demand are headed—and what that means for investors and homeowners. Today's Stocks & Topics: The Buckle, Inc. (BKE), Tariffs, Market Wrap, The Walt Disney Company (DIS), Housing Market Forecast 2026: What’s Coming Next?, NIKE, Inc. (NKE), Stride, Inc. (LRN), Lemonade, Inc. (LMND), Supreme Court vs. Trump Tariffs, EQT Corporation (EQT), A-I Advertising, Pool Corporation (POOL), The Boston Beer Company, Inc. (SAM), FAA Orders Cuts in Flights.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Progr...
2025-11-0645 min
Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#215 | How History Shapes Smarter Investing Decisions—Insights From a Boston Fund Manager [Financial Literacy, Financial Advisor & Wealth]What if the smartest investment strategy isn’t found on a spreadsheet—but in the past?When portfolio manager Ryan Floyd (CFA, Barca Capital) joins the show, he reveals why understanding the world’s economic history may be the most overlooked skill in investing and decision making today. From global debt cycles to the real drivers behind gold and cryptocurrency trends, Ryan shows how historical awareness shapes financial clarity.You’ll hear how a background in history gives investors an edge—and why emotional discipline (yes, including taking a walk) can be your most valuable wealth dec...
2025-10-1626 min
Billion Dollar Backstory114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in FinanceWhat if the most powerful thing a CEO can do… is show up?That’s exactly what John Bowman is doing. As the new CEO of CAIA, he’s not sitting behind a desk or delegating from an ivory tower. He’s on a plane, in person, listening to the very people his organization serves.In this episode, Stacy sits down with John to talk about the underrated power of founder-led sales (even when you’re leading a global organization), the ROI of empathy, and why success in finance is less about numbers and more about peop...
2025-09-101h 06
The Blunt DollarWilliam Kelly: The One Skill Every Young Finance Pro Must MasterIn this episode of The Blunt Dollar, I sit down with Bill Kelly, a true veteran of the asset management world with over 40 years of experience and former CEO of the CAIA Association. From co-founding Boston Partners to steering CAIA into a global standard for alternatives education, Bill has seen (and shaped) the evolution of the investment industry from the inside out.We dive into the lessons he’s learned leading both scrappy startups and established institutions, why investor education matters more than ever, and the opportunities and risks in today’s democratising private markets.Here...
2025-09-091h 00
Invest Well, Be WellSkip Schweiss - Being Where Your Feet AreTune in to hear:In this episode, we discuss Skip’s career, the future of the independent IRA industry, how we can “keep the soul” of financial advice and so much more!What are some of the pivotal moments that really shaped Skip’s professional path?What lessons has Skip learned about creating impact across an organization, or across an industry?From Skip’s perspective, what’s the state of the independent IRA industry today and where does he think it’s headed?How can we “keep the soul” of financial advice and how can financial advisors balance t...
2025-08-1435 min
Money Guy ShowYoung Couple Saving for Future Family Over Themselves | Making a MillionaireDaniel and Lindsay (25) recently relocated to Boston. With a net worth over $240K, they’re off to a strong start...but they’ve also made a few FOO missteps (like investing for kids who don’t exist yet). We break down how to optimize their next five years, make room for potential parenthood, and decide what to do with that house that came with a $9,000 sewer surprise.
Jump start your journey with our FREE financial resources
Reach your goals faster with our products
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2025-06-0956 min
Pull Up a Chair with CFA Society BostonInnovation for Impact: Democratizing Growth in Emerging MarketsIn this episode, host Asha Mehta, CFA, sits down with Iqbal Quadir, founder and former CEO of Grameenphone, to explore how technology drives productivity, governance, and investment in emerging markets. Drawing from his pioneering work in Bangladesh with Grameenphone and his current efforts at Money in Motion LLC, Quadir shares insights on the democratizing power of mobile and AI technologies. The conversation covers how mobile access transformed economic opportunity in Bangladesh, how AI can solve hyper-local problems in developing nations, and why reducing bureaucracy and improving capital allocation are critical to unlocking entrepreneurial growth in underserved regions.
2025-05-2036 min
The Treasury Career Corner“Think Like an Owner" Is the Best Career Advice I Ever GotFrank Melaccio, Vice President, Finance & Treasurer at Horizon Blue Cross Blue Shield of New Jersey, reveals how this mindset propelled his career from banking to executive leadership - and why it could do the same for you.Frank Melaccio is Vice President of Finance and Treasurer at Horizon Blue Cross Blue Shield of New Jersey, one of the United States’ largest and oldest health insurers. With a career spanning banking, Big Four consulting, and health insurance, Frank brings a wealth of insight into strategic treasury, risk management, and the future of finance. He’s also an a...
2025-05-2040 min
Enterprising InvestorDan Boston: Volatility, Valuation, and the International Opportunity SetDan Boston, Lead Manager of Polar Capital's International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump's announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explore the broader implications for asset classes including U.S. treasuries, oil, and international stocks. Tune in for a timely discussion on where global opportunities may lie in today's unsettled investment landscape. This podcast is sponsored by Fintool. Fintool is a comprehensive suite of AI-powered tools designed for modern...
2025-04-1532 min
Smart Money CircleInvest Early & Often. Look At The Forest, Not Just The Trees. Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUMInvest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUMGuest:Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUMWebsite:https://www.paragoncapitalco.com/Brian’s Bio:With over 30 years of experience in the investment industry and over 15 years of working directly with individual clients, I've learned that building a personal connection is just as impo...
2025-04-0120 min
Orion's The Weighing MachineRuss Koesterich of BlackRock - Global Strategies and Market OutlookToday on the podcast, Rusty and Robyn are joined by Russ Koesterich, portfolio manager at BlackRock in Denver, CO. Russ Koesterich, CFA, JD, Managing Director and portfolio manager, is a member of the Global Allocation team and the lead portfolio manager of the GA Selects Model Portfolios. Mr. Koesterich's service with BlackRock dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. He joined the BlackRock Global Allocation team in 2016 as Head of Asset Allocation and was named a portfolio manager of the fund in 2017. Previously, he was BlackRock's Global Chief Investment Strategist...
2025-03-0434 min
Pull Up a Chair with CFA Society BostonHow AI is Reshaping Financial Services and Beyond: A Conversation with Rudina SeseriIn this episode, host Asha Mehta, CFA, chats with Rudina Seseri, founder and managing partner of Glasswing Ventures, to explore AI's transformative role in financial services and beyond. Rudina shares her remarkable journey from immigrating to the U.S. as a teenager to becoming a leading investor in AI and enterprise technology. The discussion delves into how AI is reshaping industries like finance and supply chain logistics, the importance of curiosity in leadership, and the evolving global AI landscape. Rudina also offers insights on the competitive race between the U.S. and China in AI innovation and how professionals...
2025-02-1838 minInvestTalkGlobal Economic Growth Stagnates at 2.8% in 2025, UN Report WarnsAccording to the United Nations, developing countries in particular are vulnerable to economic pressures, the challenges of weak investment, and high debt. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Market Wrap, IBP - Installed Building Products Inc., Global Economic Growth Stagnates at 2.8% in 2025, UN Report Warns, Rental Properties Insurance, Mortgage Rates, AMD - Advanced Micro Devices Inc., SPHQ - Invesco S&P 500 Quality ETF, YUM - Yum! Brands Inc, The Bourbon Boom, BF.B - Brown-Forman Corp. Cl BOur Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK
2025-01-1546 min
Pull Up a Chair with CFA Society BostonResilience, Risk-Taking, and Leadership in Finance: A Conversation with Cynthia SteerIn this episode, host Asha Mehta, CFA, chats with Cynthia Steer, a legendary figure in investment management known for her trailblazing career. Cynthia shares her foundational experiences, such as attending a two-room schoolhouse and playing baseball against playground rules, which shaped her resilience and courage. She discusses her career challenges, her approach to not listening to naysayers, and always finding support. The conversation covers current industry trends including the growth of OCIOs, higher interest rates, policy benchmark reassessment, and the integration of crypto into portfolios. Cynthia emphasizes the importance of governance, leadership, and the human element in a technology-driven...
2025-01-1434 min
Pull Up a Chair with CFA Society BostonLeadership with Heart: A Conversation with James RheeIn this episode, host Asha Mehta, CFA, interviews James Rhee, private equity investor and author of red helicopter―a parable for our times: lead change with kindness (plus a little math). Rhee reflects on his inspiring journey, shaped by his Korean immigrant upbringing and the caregiving values instilled by his parents. He shares the story of a childhood moment with a red helicopter toy that became a lifelong symbol of his dedication to kindness and investing in people. Highlighting his transformative investment in Ashley Stewart—a brand serving plus-size Black women—Rhee discusses the power of intangible assets like loyalt...
2024-12-1130 min
Clear Admit MBA Admissions PodcastMBA Wire Taps 398—Interesting streaming experience. 770 GMAT, next season. Ghanian CFA.In this week's MBA Admissions podcast we began by discussing the activity of MBA LiveWire; upcoming this week several top MBA programs will be releasing their Round 1 decisions including Stanford, Chicago / Booth, Yale SOM, Michigan / Ross, Cornell / Johnson, CMU / Tepper, Emory / Goizueta, Boston College / Carroll and Georgia / Terry. INSEAD is scheduled to release its Round 2 interview invites.
Graham highlighted the upcoming webinar series for Masters in Management programs, which will be held this week on December 3rd and 4th, and include Chicago / Booth, Georgetown / McDonough, Michigan / Ross, Duke / Fuqua, Emory / Goizueta and Notre Dame / Mendoza. Signups are...
2024-12-0236 min
Clear Admit MBA Admissions PodcastMBA Wire Taps 398—Interesting streaming experience. 770 GMAT, next season. Ghanian CFA.In this week's MBA Admissions podcast we began by discussing the activity of MBA LiveWire; upcoming this week several top MBA programs will be releasing their Round 1 decisions including Stanford, Chicago / Booth, Yale SOM, Michigan / Ross, Cornell / Johnson, CMU / Tepper, Emory / Goizueta, Boston College / Carroll and Georgia / Terry. INSEAD is scheduled to release its Round 2 interview invites.
Graham highlighted the upcoming webinar series for Masters in Management programs, which will be held this week on December 3rd and 4th, and include Chicago / Booth, Georgetown / McDonough, Michigan / Ross, Duke / Fuqua, Emory / Goizueta and Notre Dame / Mendoza. Signups are...
2024-12-0236 min
Pull Up a Chair with CFA Society BostonShaping the Next Generation of Financial Leaders: A Conversation with Sarah SamuelsIn our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and the role of second-level thinking. Sarah also touches on integrating AI in investment strategies, promoting DEI in finance, and her children's book, Braving Our Savings, which teaches kids about financial literacy.
2024-11-0427 min
Konversation with KushalDemystifying the myths of Management Consulting | CEO Ambassador at BCG | Ft. Viren Rajani KwK #42
Viren is a rank-holder chartered accountant and CFA by qualification. He is currently buy-side investment professional at the Mumbai office of Kedaara Capital. Before this, he worked at the Boston Consulting Group for 3 years in their India, US, and Europe offices. He was the Global Ambassador at the CEO's office for the year 2019. He has also been teaching aspiring CFA students for more than 5 years. When not at work, he loves to read, write, travel, and experience various cultures and cuisines. He is a state level cricket player, a 100 metre record holder, and have authored a book named as “De...
2024-08-0837 min
Facts vs Feelings with Ryan Detrick & Sonu VargheseIs There Anything to Fear? (Ep. 96)How do you know when to stay the course or press the panic button during market volatility?In this special episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Barry Gilbert, CFA®, Ph.D. Vice President, Asset Allocation Strategist at Carson Group, and Grant Engelbart CFA®, CAIA®, Vice President, Investment Strategist at Carson Group, for a discussion of this period of heightened market turmoil. The team dives into the recent volatility triggered by the Bank of Japan's actions, the impact of weak job data on t...
2024-08-0756 min
Wicked Pissah Podcast#212 - Bonds vs. Bond Funds- Vanguard with Ted DinucciVanguard Hosts Brad Wright and Chris Boyd are joined by Ted Dinucci, an investment strategist with Vanguard's Investment Advisory Research Center, the team tasked with creating thought leadership for their intermediary advisory partners across a range of investment, wealth management, and financial planning topics. They discuss: -Individual bonds vs bond funds - How to utilize each for income during retirement -Which is better during a falling interest rate environment Learn more at: https://advisors.vanguard.com/advisors-home Join Vanguard at the following New England locations: -Vanguard RIA Social: Envio on the Rooftop – Portsmouth, NH...
2024-08-0633 min
Masters in BusinessFixed Income Credit Analyst to Bond Manager With Loomis SaylesBarry Ritholtz speaks to Matt Eagan, portfolio manager and head of the full discretion team at Loomis Sayles & Co. LP, where he is also a member of the board of directors. He joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team. Previously, Eagan was a senior fixed income analyst at Liberty Mutual Insurance Co. and a senior credit analyst at BancBoston Financial Co. Eagan is a co-founder of the Loomis Sayles Allies group and a member of the leadership council for Boston Scores. He is also a member of the Boston Economic...
2024-07-111h 07
The Aerospace Executive PodcastIntegrity and Intensity: How to Address the Inefficiencies of Part 135 w/ Mike WinstonDisruptions, crises, and unexpected challenges are inevitable in business. While we may not be able to prevent a crisis, we can control whether it escalates into a full-blown disaster.
The difference between a "disruption" and a "disaster" is more than just semantics. A disruption is a minor hiccup, but without strategic anticipation and planning, it can become catastrophic. The problem with many organizations is that they invest in impressive disaster management plans but fail to implement them effectively.
By making a few key mindset shifts, we can reverse a disaster and ev...
2024-07-1147 min
Fill The Gap: The Official Podcast of CMT AssociationEpisode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMTJoin us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the complexities of cross-asset dynamics with a specific emphasis on global bond portfolios. In this episode, he unveils his analytical process, which integrates advanced and highly differentiated methodologies such as Market Profile, DeMark studies, and the Elliott Wave Principle across multiple timeframes. T...
2024-07-101h 03Billion Dollar Backstory49: $500 Million Female Led Fund Team Within a $65 B Multi-Boutique | Small Cap Growth Specialist Rayna Lesser Hannaway of Polen Capital on Owning Your Story | Why Culture and Qualitative Matter | How People Helping People Can Change the Face of the Fund BusinessThere’s nothing a woman in a power suit can’t do. Shake up a male-dominated industry? Check. Redefine leadership? Check. Inspire generations to come? Check. In this episode, Rayna Lesser Hannaway shares her inspiration for doing all of the above. Listen as Rayna and Stacy discuss: • Her backstory– from looking up to her fierce, go-getter lawyer mom to becoming a powerhouse female in finance • How competitive company culture can sabotage the due diligence process• Her approach to encouraging collaboration and keeping core values at the heart of Polen’s operation • How colla...
2024-07-101h 05
Off StreetEp. 64: Happy Bobby Bonilla DayWelcome to Episode 64 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
• Roaring Kitty's large stake in Chewy
• NFL hit with multi-billion dollar court ruling for violating anti-trust laws
• Boston Celtics owners among many pro sports owners looking to sell
• Chicken Soup for the Soul bankrupt after poor Redbox deal
• Bobby Bonilla Day
• PredictIt markets and the presidential election
• Chipotle portion size study by Wells Fargo analysts
• Jeffries CEO making important decisions while ordering a margarita on vacation
• #BookTok and the resurgence of Kindle
• Private Equity recruiting getting increasingly intense
They finish up...
2024-07-0337 min
Pull Up a Chair with CFA Society BostonPath to Success: A Conversation with Jean HynesIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.
Show notes
As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North A...
2024-06-2835 min
Under the Hood PodcastMatt Reiner of Capital Investment AdvisorsOn this episode of the Under the Hood podcast, host Timothy Douglas speaks with Matt Reiner managing partner for Capital Investment Advisors
Get in touch with Matt:
https://www.yourwealth.com/
https://www.linkedin.com/in/matt-reiner-cfa-cfp%C2%AE-35159216/
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix.
As a Senior Investment Advisor, Matt seeks to help clients reach their investment...
2024-06-2142 min
Proud to BUMary Shelley with a Guitar | Mary Timony (CAS’92)Mary Timony (CFA’92) is a luminary of indie rock, renowned for her distinctive guitar style and innovative approach to music-making. Named among Rolling Stone’s top 250 guitarists of all time, Timony has left her distinctive mark on contemporary music as a singer-songwriter, as well as a member of bands Ex-Hex, Autoclave, Helium, and Wild Flag.
In this episode, Timony explores her musical path from classical guitar to DC hardcore to indie rock trailblazer, and how she has navigated the delicate balance between creative expression and the practicalities of making a living amidst personal pain and a rapidly evolving...
2024-04-2227 min
Pull Up a Chair with CFA Society BostonVenturing Beyond Comfort: A Conversation with Lily LymanIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Facebook, her journey in venture capital leadership, and the significance of venturing beyond one's comfort zone.
Show notes
Lily Lyman has been a founder, investor, and operator in mobile technology. She came to Underscore VC from Facebook, where, as a growth leader, she l...
2024-04-1032 minFill The Gap: The Official Podcast of CMT AssociationEpisode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter DeemerThis episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024.This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall St. Legends. Their conversation delivers a broad perspective on the industry’s use of technical analysis throughout the illustrious 50 year careers as colleagues, clients, and friends. One of Institutional Investors most highly decorated research anal...
2024-03-261h 19
Proud to BUComposing Connection | Kendall Ramseur (CFA’12)As a cello performance grad student, Kendall Ramseur (CFA’12) was thrust into the spotlight when his BU student quartet Sons of Serendip became a national sensation on hit competition show “America’s Got Talent.”
On this episode, hear about Kendall’s incredible musical journey of emotional healing and connection -- from performing for Dr. Maya Angelou to touring across the world with Sons of Serendip to composing solo and symphonic work for various media – and about his latest venture as Co-Founder and Music Director for the upcoming Sound Grove Community Studios in Malden, MA.
Listen to Kendall’s...
2024-03-2556 min
CFA DFW Charterholder ChatterEpisode 47: Embracing the Grit with "Socially Adjusted Actuary" and Leader Extraordinaire Tim McCuskerIf you have listened to our podcasts, you know by now that we strive to have a diverse set of guests, from allocators to leaders and everything in the middle, while maintaining our requirements for humility and inspiration. Today's guest has plenty of letters after his name covering the liability and asset pieces along with all asset classes. And he is an exceptional leader and communicator. Tim McCusker is a partner and CIO at NEPC, a private employee-owned investment advisory firm based in Boston, where he is responsible for investment research, investment strategy development, and education of...
2024-03-2126 min
Pull Up a Chair with CFA Society BostonResilience & Heart Equity: A Conversation with Kyle ArringtonIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and the importance of leading with heart equity. Tune in for an inspiring conversation about resilience, leadership, and making a positive impact.
Show notes
If there are two words that best align with Super Bowl Champion Kyle A...
2024-03-1812 minInvestTalkInvestTalk 2-28-2024 – Why Has Amazon Joined the Dow?With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies. Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Are Considering Rising Prices.Our Sponsors:
2024-02-2946 min
Pull Up a Chair with CFA Society BostonClosing the Wealth Gap: A Conversation with Crissi ColeIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.
Show notes
2024-02-1431 min
Guardians of Finance with Matt McLaughlinEzra Stark, CEO of Stark EnterprisesIn this episode, we talk with Ezra Stark, CEO of Stark Enterprises. Stark and Ezra have been and continue to be involved in many well-known real estate properties in NE Ohio and have also been expanding outside of Ohio. After growing up on the east side, Ezra went to college and lived in Boston and New York before coming back to Cleveland. We talk with Ezra about his background, Stark's involvement in properties around Cleveland, and his passion for Cleveland sports. Thanks for listening and we hope you enjoy this episode with Ezra Stark. Connect with Ezra here: Ezra...
2024-01-1641 min
Pull Up a Chair with CFA Society BostonEntrepreneurship and Inspiration: A Conversation with Devon DrewIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.
Show notes
Devon Drew oversees the strategy, operation, and implementation of the $800B data-driven, distribution platform at DFD Partners connecting asset managers with their next client. He has been in the asset management industry for o...
2024-01-1024 min
Pull Up a Chair with CFA Society BostonExploring Career Crossroads: A Conversation with Sloan KleinIn this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a career as an executive coach, career management advice and finding opportunity in periods of stress.
Show notes
Sloan Klein brings a unique experience set to her coaching practice, having spent over two decades as an executive recruiter and coach advising senior level professionals and...
2023-12-1335 min
Pull Up a Chair with CFA Society BostonUnlocking Investment Wisdom: A Conversation with Ted Seides, CFAIn our inaugural episode, host Sarah Samuels, CFA, CAIA, sits down with Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. The two talk about Ted's career journey, advice for investment professionals managing their careers, his bet with Warren Buffett, and his overall investment philosophy.
Show notes
Ted Seides, CFA is the founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. Ted launched the Capital Allocators podcast in 2017. The show reached 17MM downloads as of September 2023 and has been recognized as the top institutional investing p...
2023-11-1534 min
Proud to BUAmplifying Diverse Voices in Entertainment | Nina Tassler (CFA’79, HON’16)Nina Tassler (CFA’79, HON’16) is a producer, author, and the former chairman of CBS Entertainment. She built a groundbreaking career in the industry and she was instrumental in propelling CBS to become America’s #1 network for 12 of her 13-year tenure. In recent years, she co-founded PatMa Productions alongside Denise Di Novi and she published her first book, "What I Told My Daughter: Lessons from Leaders on Raising the Next Generation of Empowered Women." Nina joined us on the podcast to reflect on her formative BU experiences and to explore the values embedded throughout her storied career.
Recorded Januar...
2023-11-1008 min
Proud to BUBU to the Big Screen: The Story of Russell Hornsby (CFA’96)Do you have a passion for something but don’t know how to get it off the ground? Maybe this interview will inspire you. We had the opportunity to chat with Russell Hornsby (CFA’96) about how he discovered a calling in acting and his road to fame. In this inaugural episode, our host, Jeff Murphy (Questrom’06) interviews accomplished actor, Russell Hornsby. His career spans across, theater, television and film, and he is best-known for his performances in Lincoln Heights, Grimm, Seven Seconds, Fences, and his most recent role in the critically acclaimed film, The Hate U Give.
R...
2023-11-0628 min
Pull Up a Chair with CFA Society BostonPull Up A Chair TrailerCFA Society Boston presents Pull Up a Chair – an original podcast series created specifically for investment professionals. Join our host Sarah N. Samuels, board chair of CFA Society Boston, as she chats with leading industry voices with diverse backgrounds offering candid conversations and fresh perspectives. Check out the trailer for season one!
2023-11-0300 min
The Association Insights PodcastInvesting in DiversityJoin us for the latest episode of The A100 as Jeanne Wolf, CEO at CFA Society Boston, delves into the world of investments and their ongoing efforts to foster inclusivity within the industry. Podcast co-hosts Meghan Henning and Keaveny Hewitt chat with Jeanne about key strategies to foster inclusivity, measuring the success of these campaigns, and collaborating with stakeholders to amplify DEI initiatives.
CFA Society Boston is a community of over 6,000 investment professionals, part of the broader global network of CFA Institute. Their members are primarily investment and asset managers, ranging from those overseeing 401K portfolios to...
2023-10-0617 minInvestTalk6-27-2023 – 3 Current-- But Imperfect-- Sources of Retirement IncomeTreasury bonds and TIPS ladders are backed by the United States government, while annuities ease the danger of outliving one’s money-- however, each also has drawbacks. Today's Stocks & Topics: Economic Numbers, Inflation, Raw Materials Demand, STAG - STAG Industrial Inc., Using RSUs, ARCC - Ares Capital Corp., MRO - Marathon Oil Corp., SPHQ - Invesco S&P 500 Quality ETF, 529 Plan, ET - Energy Transfer LP, SAM - Boston Beer Co. Cl A. TRIVIA: "What is COSTCO's new policy announcement? And, by the numbers... how many cardholders does the company have-- and h...
2023-06-2846 min
Making Change with your MoneyFinding Joy and Opportunity in Financial Freedom: an interview with Carolyn Jungclas, entrepreneurCarolyn Jungclas is a broadly experienced leader with a 25+ year career in supply chain, engineering, maintenance and operations. Her corporate career included management roles in both power plants and financial services, and spanned locations from Boston to North Carolina.Carolyn shared that both she and her husband, Jeff, attended University of Michigan's engineering school. Though they both worked full time, they shifted into traditional roles when it came to their finances. Carolyn bought the family groceries and clothes, while Jeff managed the money. As Carolyn described it, Jeff was managing the books, while she was spending the...
2023-06-0349 min
CEOs You Should Know BostonWayne Patenaude, President & CEO, Cambridge Savings BankTwo life-long passions of our President and CEO? Banking and baseball. Wayne received his Bachelor of Science degree from the University of Connecticut, where he also played baseball for four years. After graduating, he began his career in Connecticut serving the financial needs of customers at Glastonbury Bank & Trust, Fleet Financial Group and American Savings Bank and in Massachusetts, at Berkshire Bank before joining Cambridge Savings Bank. He is also a Chartered Financial Analyst (CFA).In 2007, Wayne joined Cambridge Savings Bank as Executive Vice President, Chief Financial Officer & Treasurer. Five years later, he was appointed to his current...
2023-05-0801 min
Growing Older Living Younger: About longevity, wellness, healthspan,Michael J Lockitch. Will Your Insurance Policy Last for Your Lifetime ?THIS EPISODE OF GROWING OLDER LIVING YOUNGER focuses on why it is important to test and ensure that your life insurance policy will be there till you die, especially if your plan was to provide retirement income as well as death benefits for your beneficiaries. Today's Featured Expert is Michael J. Lockitch, CFA We discuss the importance of understanding the reliability of your life insurance policy for providing you the benefits you expect. This assumes even greater importance with the increase in average life expectancy, and if you follow your Growing Older Living Younger roadmap for healthy...
2023-03-2737 min
Making Change with your MoneyDesign Your Career from the Inside Out: an interview with Tammy Gooler Loeb , author of Work From The Inside OutTammy Gooler Loeb is an Executive and Career Coach, Author, Speaker, and Podcast Host. Through her coaching practice, her book, Work From the Inside Out and her podcast by the same name, Tammy helps her readers, listeners and clients develop greater satisfaction in their careers and work relationships.Tammy shared her own personal career journey. She worked at her college career office when she was in school, spent some time in community mental health, in the Mayor's office in Boston working on public policy, and then as a writer of grants for non-profits.Tammy describes h...
2023-03-1139 minInvestTalk2-24-2023 – Is There a Sure-Fire Route to Investing Success?The pursuit of excellence in many disciplines can yield rewards like a fulfilling life and career-- but with investing a determination to achieve excellence can lead to lots of transactions, higher costs, and greater complexity. Today's Stocks & Topics: Various Retirement Accounts, Inflation and Expending Data, NVEC - NVE Corp., SAM - Boston Beer Co. Cl A, Diversification, VET - Vermilion Energy Inc., I-R-A vs. Roth I-R-A. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brands
2023-02-2546 min
Enterprising InvestorJulia Dhar: Secrets to Disagreeing ProductivelyThe tried and true rules of the formal debate model can be useful to learn the skills needed to disagree productively, find common ground, and influence decisions, whether you're presenting an analysis to colleagues in your firm's security selection process or fielding portfolio performance questions from clients. Mike Wallberg, CFA, speaks with Julia Dhar, Managing Director and Partner, Boston Consulting Group, about debate model techniques and other behavioral insights to help investors sharpen investment ideas and improve client relationships. Thank you for listening, if you enjoyed this episode please tell a friend and be sure to leave...
2023-02-0127 minFill The Gap: The Official Podcast of CMT AssociationEpisode 25: Patrick Kent, CMT, CFAFill the Gap is kicking off the new year in 2023 with a black belt, lead singing, portfolio manager to discuss ways of delivering idiosyncratic risk by thinking differently than the rest of the industry about money management. Enjoy this conversation with Patrick Kent, CMT, CFA - Deputy head of equity opportunities, Portfolio Manager at Newton Investment Management Group. We discuss the ways in which technical concepts and tools that provide context for idea generation, parameters around position sizing, and helps the entire team prioritize their analysis based on where the market is confirming or denying their fundamental th...
2023-01-231h 13
The Journey with Christian D EvansPaul Karger Managing Partner @ TwinFocus with $8 billion in Assets Globally talk Investing Success🎁 Gift for All Podcast Listeners Below 👇 | Paul co-founded TwinFocus in 2006. Headquartered in Boston with offices in Miami and London, TwinFocus advises family office clients on $8 billion in assets globally. The firm specializes in providing bespoke family office, investment & corporate finance solutions to UHNW families and individuals worldwide.
Today, Paul leads the firm’s direct investing efforts in private equity, venture capital and real estate. He works closely with the firm’s key clients to guide them through a broad range of complex issues and financial decisions. As an entrepreneur and investor, he also works closely with portfolio companies as...
2022-12-2848 min
CFA DFW Charterholder ChatterEpisode 17: The Quantifiable Journey of Mike EvenSeason 2 of our podcast finds us expanding outside the DFW area to spend time in Boston with Mike Even, former co-head of global investments at Citi and Chairman at Man Numeric. With degrees from Cornell and MIT and a CFA Charterholder, you won't find a brighter yet more humble investment professional. He currently serves on the investment committee of the MASS PRIM Board, and on several advisory committees for young companies in the FinTech and responsible investing areas. Disclaimer: All podcast discussions represent only the views and opinions of the host and guests. This podcast in...
2022-10-0622 min
Connexions: SLC LiveWelcome to Connexions: SLC LiveWelcome to Connexions: SLC Live, a hybrid element of the 2022 Americas CFA Society Leadership Conference, designed with the full network of CFA Society leaders and staff in mind. Because we know not everyone is comfortable traveling or able to come onsite, we've introduced this mini-series to capture the content of SLC sessions in a streamlined, audio-friendly, interview format. We know your time is valuable so no fluff, just the important info. We'll be recording and updating live throughout the event so you can engage along with your representatives in Boston and keep up to speed on updates being shared fr...
2022-08-3101 min
CFA DFW Charterholder ChatterEpisode 11: The Art and Science of Manager SelectionThis episode will have you on the edge of your seat, thanks to Ryan's perspective on manager selection, our industry's progress with diversity, and how he chooses to enjoy the journey of life. Ryan is currently a Founding Managing Partner and CIO at Carbonado Partners, a leading placement agent with a differentiated approach to fundraising for emerging managers. Prior to his current position, Ryan was a Founder and Managing Partner at Pacenote Capital, Head of Investments at Children's Health System of Texas, and Investment Officer, Interim CIO at the Meadows Foundation. He started his career as an Equity Research...
2022-05-0519 min
Smart Money CircleSMC: Adam Sarhan Interviewed Karen McClintock About The Power Of Compounding. ~$4B AUMThe Power Of Compounding Returns. Adam Sarhan interviewed Karen McClintock- CFA- CIC – Managing Director and Principal at Robertson Stephens with nearly $4 billion in assets under management (AUM). Karen is a Principal and Managing Director at Robertson Stephens. Karen advises wealthy individuals, families and their heirs, and non-profit foundations and boards on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Karen has nearly 30 years of experience providing peace of mind to individuals, families and boards so they can accomplish their financial objectives. Prior to joining Robertson Stephens, Karen was a Fou...
2022-05-0325 min
Angel Invest BostonAaron Michel, Founder and VC - 1984 VenturesThe promise of angel-scale biotech: Learn More Founder & VC Aaron Michel of 1984.vc on portfolio companies, Reggora, Faimarkit and Relevize and how they exemplify the firm’s approach to seed-stage investing. Aaron also gives Sal a mind-expanding suggestion on angel-scale biotech. Compelling & jargon-free! Sponsored by Purdue University entrepreneurship and Peter Fasse, patent attorney at Fish & Richardson Sal Daher, CFA Introduces Aaron Michel, Venture Capitalist at 1984.VC Reggora: “...they're just enabling the lenders to do an appraisal almost in an Uberized fashion, in a much faster and much more efficient way than it used to be.”...
2022-04-2748 min
Only Fee-Only#2 - Building A Business Using Instagram to Empower Successful Women - Silvia ManentSilvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including individual investment management, comprehensive financial planning and high net worth advisory.Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help them better manage...
2022-04-2649 min
Health and Wealth Podcast with Carter & TimSilvia Manent, CFP, CFA, Taking Female Advisory To Another LevelEpisode 54 - Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including individual investment management, comprehensive financial planning, and high net worth advisory.Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help...
2022-04-201h 35
Portfolio Intelligence PodcastA case for value stocks for today’s investorsJoshua C. White, CFA, and David T. Cohen, CFA, portfolio managers, Boston Partners, join podcast host John P. Bryson to talk about the short-term and long-term case for value stocks for today’s investors. They also talk about Boston Partners’ value strategy and approach and how they stuck to it during times of volatility. Josh and David, who are also portfolio managers of John Hancock Disciplined Value Fund, which celebrated its 25th anniversary this year, throw light on where they’re finding the most opportunities in the current environment. Finally, they offer their insight and advice to help investors navigate these...
2022-04-1522 min
Reach Your Summit PodcastHow Russia Invading Ukraine is Affecting the US MarketsDo you have a clear understanding of how the invasion of Ukraine is affecting the markets and the economy? Will the markets rebound, and gas prices go back to previous prices once the war is over? Even more importantly what does this geopolitical event mean for you and your investments? Hosts: Anu Gaggar, CFA®, FRM® Anu Gaggar is a Senior Research Analyst in Investment Management and Research at Commonwealth. With the firm since 2013, she is responsible for evaluating and selecting managers, as well as sharing research, for international and emerging markets asset c...
2022-03-2316 minReach Your Summit PodcastInvesting Lessons Learned From the PandemicConfusion…. Fear….. Anxiety… I am sure you can recall early in the pandemic; all news was bad, and uncertainty was extraordinary. These emotions just scratch the surface of what you may have felt. Did you let your emotions overpower your rational thinking? Did the pandemic teach you anything about investing? If not, this episode will. Peter Essele and Nicole Davis compare the Covid-19 pandemic to others in the past and discuss 3 things that will help you leave your emotions out of investing. Hosts: Peter Essele, CFA®, CAIA, CFP®Peter Essele is the vic...
2022-03-0126 min
Band of Traders - Together We TradeFestivus Special Part C: Ross Klein, Anthony Fatseas, Obi Onyejekwe, Edmund McCormack and Dr. GThe epic conclusion of our epic holiday special featuring Ross Klein, Anthony Fatseas, Obi Onyejekwe, Edmund McCormack and Dr. G. Join us as we talk about how their year went, what they have planned for next year and some bold predictions.About RossRoss Klein, CFA is the founder, Managing Member and Chief Investment Officer of Changebridge Capital, LLC. Previously, he served as a Long/Short Generalist and Portfolio Manager at Boston Partners for 10 years. His coverage encompasses the entirety of the US Universe, giving him a broad perspective on the domestic equity market. In...
2022-01-011h 24Fill The Gap: The Official Podcast of CMT AssociationEpisode 11: Irusha Peiris, CMTFor our penultimate season one episode of Fill the Gap, we are very fortunate to feature an in-depth conversation with Irusha Peiris, CMT. Not only has Irusha been practicing the CAN SLIM methodology made famous by William J. O'Neil in his bestselling book, How to Make Money in Stocks, for over two decades; he has also been working within the O'Neil companies since 2009. As a CMT charterholder, portfolio manager at O'Neil Global Advisors, weekly contributor on IBD's must-listen weekly podcast Investing with IBD, and former Director for O'Neil's excellent Market Smith web-based equity research product, Irusha brings a...
2021-11-051h 13
HelloPrenupHow to Reach Your Financial Goals with Silvia ManentSilvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including individual investment management, comprehensive financial planning and high net worth advisory.Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help them better manage...
2021-11-0236 min
Band of Traders - Together We TradeRoss Klein, Founder and Chief Investment Officer of Changebridge CapitalThis week's guest is one we've been trying to get on our show for the past three months, and Ross did not disappoint! Listen along as we try to learn as much as we can about what goes into starting and running an ETF. We also learn a bit about the philosophy behind the individual stocks that make up Changebridge's two flagship funds, from a commitment to sustainability to identifying turnaround candidates. This episode was well worth the wait!About Changebridge Capital:CHANGEBRIDGE WAS FOUNDED ON THE BELIEF THAT CAPITAL MARKETS INCLUDE AREAS OF INEFFICIENCY...
2021-10-2858 min
Innovation4AlphaMatt Patsky, CEO of Trillium Asset Management (021)Matt Patsky is CEO and Lead Portfolio Manager of the Trillium ESG Global Equity strategy and Portfolio Manager of the Trillium Sustainable Opportunities strategy. Matt has over three decades of experience in investment research and investment management. He began his career at Lehman Brothers in 1984 as a technology analyst. In 1989, while covering emerging growth companies for Lehman, he began to incorporate environmental, social, and governance factors into his research, becoming the first sell side analyst in the United States to publish on the topic of socially responsible investing in 1994. As Director of Equity Research for Adams, Harkness & Hill, he...
2021-09-2633 min
Portfolio Intelligence PodcastESG investment strategies for todayCheryl I. Smith, Ph.D., CFA, portfolio manager at Trillium Asset Management, and Matthew A. Zalosh,
CFA, portfolio manager at Boston Common Asset Management, join the podcast to discuss ESG
investment strategy. The portfolio managers delve into the details of using environmental, social, and
governance factors in investment portfolios. For example, when it comes to environmental impact, ESG
managers are taking a close look at companies’ use of renewable energy, recycling, and resource
efficiency. Listen to this episode to get the experts’ perspective on ESG investing.
2021-09-1333 min
Passive House PodcastEncore: Katherine Faulkner, WestFaulknerIn this Encore Episode of the Passive House Podcast (originally aired as Episode 37 on May 3, 2021), guest co-hosts Mary James and Ilka Cassidy interview Katie Faulkner, founder of WestFaulkner, an office with a mission for sustainable design. She is also a director at PT-Tech, a division of Placetailor in Boston whose initial focus is on the design and prefabrication of retrofit panels for triple-decker homes.Katie has been working as an architect for more than 20 years and was named to the American Institute of Architects College of Fellows in 2020. Her work is motivated by an interest in sustainable...
2021-08-2359 minThe Investors First PodcastBill Kelly, CAIA: Democratizing Alternatives & The Retirement PromiseOur guest for this episode, is Bill Kelly, CEO of the CAIA Association, a position he has held since 2014. Previously, Bill was the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management. He is a tireless advocate for shareholder protection and investor education and a frequent industry speaker, writer, and commentator on alternative investment topics around the world. In this episode, we explore the specialization of credentialing in the investment industry, the relevance of the chartered alternative investment designation (known as CAIA), the stackable program available to CFA charterholders, and the...
2021-08-1958 min
Wealth ActuallyEP.89 CONCENTRATED POSITIONS with STEPHEN DAVENPORTFor many wealthy families, concentrated liquid investment positions present special types of issues. More often than not, a diversification plan for a position that has been built up over decades, is relegated to a 5 minute discussion. And it shouldn’t.
From low-cost basis issues, income requirements, family executive involvement and even other factors like emotional attachment, the decision to buy and sell liquid positions can be more complicated than it looks.
To help us understand the best practices in the area and some of the tools at a family’s disposal, were going to talk to STEPHEN DAVE...
2021-07-2234 min
The Mark Bishop ShowTMBS E61: David Leduc, CEO of Mellon Capital CEODavid is Mellon’s CIO, Head of Fixed Income. In this role, he oversees the active fixed income and fixed income efficient beta portfolio, management teams.Prior to the 2019 merger of Mellon Capital, Standish, and the Boston Company to form Mellon, David was the Chief Executive Officer and Chief Investment Officer for Standish, responsible for overseeing fixed income investment management activities. He was also a member of the Standish Board of Managers. David held a number of leadership positions, including Chief Investment Officer of Active Fixed Income, Managing Director of Global FixedIncome and Senior Portfolio Manager for global cr...
2021-05-3113 min
Pathfinder the PodcastArts in Boston with Gallery 360: A Pathfinder PodcastJoin Amy Halliday, Director of the Center for the Arts and Curator for Gallery 360, and Gallery 360 co-op Alex Eubanks for a virtual tour of Gallery 360's Dream Boston exhibition and a discussion about arts in the Boston area.
About Gallery 360: Gallery 360, located on the first floor of the Curry Student Center (enter through the Curry Student Center or Ell Hall), is Northeastern University’s contemporary art project space, and a resource for teaching, learning and programming across curricula.
Learn more about Gallery 360 https://camd.northeastern.edu/cfa/center-for-the-arts-exhibitions/
2021-05-2137 min
Una vida invirtiendo - El Podcast de Juan Such (Rankia)#43 - John Tidd, gestor Value de inversionesEn este podcast, grabado el 3 de marzo, converso con John Tidd Kimball, un inversor nacido en Estados Unidos con más de 20 años de experiencia en la gestión de inversiones con un destacado historial de rentabilidad. John se graduó en Contabilidad, tiene un MBA por la Columbia Business School, donde fue alumno del mítico inversor Jim Rogers, y es CFA. Sus pasiones son las inversiones, correr ultramaratones y la lectura, como buen hijo de una bibliotecaria. John lleva el value investing en su ADN y lo aplica no solo a su estilo de gestión sino a todo...
2021-05-141h 49
The Retirement Success in Maine PodcastCryptocurrency & Your Retirement - What Should You Know? with Tyler Frederick, CFAEp 041: One of the things as financial advisors, we get asked about a lot from clients, but also just people we bump into, is cryptocurrency - there just seems to be lots of questions about what it is and how it's impacting people. There are questions about what it is today, how it's impacting us and also, how it's tying into our lives, both today and in our retirement and how we think about aging as well. We really wanted to reach out to somebody that really knew about cryptocurrency, someone who has had some expertise in the past...
2021-05-031h 03
Angel Invest BostonBill Arnold, Ben Littauer & Sal Daher, CFA - What Angels Do - Purdue Foundry panel on how angel investors work with foundersBill Arnold of Purdue University’s innovation center asked me to put together a panel discussion about what makes Boston’s startup ecosystem so strong and how these lessons might translate to other places. Naturally I invited my angel investing buddy Ben Littauer to participate and we had a productive chat which gives founders, and prospective angels, a valuable glimpse into how angel investing works.
2021-04-1445 min
HealthMattersE55: Stars of the Show - CFA students on acting for Sargent’s new projectIn this episode, we welcomed four amazing theater students from the College of Fine Arts: Katherine Schaber, Emma Weller, Felicia Reuter and Liana Giangiulio. They all contributed wonderful performances in the video introduction to Sargent’s new project, an online certificate in Interprofessional Leadership in Health Care. In the episode, they shared their experience during the shooting and their plans for the future.
About the Online Certificate in Interprofessional Leadership in Health Care:
This project is a collaboration between the College of Health and Rehabilitation Sciences: Sargent College (Sargent College) and the School of So...
2021-03-1121 min
Standard Deviations with Dr. Daniel CrosbyRusty Vanneman - Why Cautiously Optimistic Thinking Can Lead to Better Decision-MakingRusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies at Orion Portfolio Solutions (turnkey asset management program) and at Orion Advisor Technology (financial technology).
Previously, Rusty was the Chief Investment Officer for Orion Advisor Solutions and prior to that was the President and Chief Investment Officer of CLS Investments.
Before joining Orion in 2012, Rusty served as the Chief Investment Officer and Managing Director for a multi-billion RIA in the greater Boston area. His 11-year tenure at the RIA included a five-year span when...
2021-03-0942 minFill The Gap: The Official Podcast of CMT AssociationEpisode 3: Walter Deemer, CMTAs exchanges handle nearly 17 billion shares a day, the VIX remains elevated and intermittently spikes, market breadth surges to include cyclical sectors and small-cap stocks, and the S&P maintains a choppy advance all within 5% of all-time highs, Walter Deemer shares his current and historical view over more than 50 years on Wall St. on the latest installment of Fill the Gap. Walter’s endless wit was perhaps perfected in the crucible of Wall St. institutions such as Bob Farrell’s market research group at Merrill Lynch, Jerry Tsai’s Manhattan Fund through the “go-go” years, at Putnam Investments...
2021-03-0552 minThe Investors First PodcastTamar Frankel, Boston University: State of The Union With The Godmother of FiduciaryOur guest today is Professor Tamar Frankel, a long-time member of the Boston University School of Law faculty who writes and teaches in the areas of fiduciary law, corporate governance, mutual funds and the regulation of the financial system. In 2013, the Institute for Fiduciary Standard established the annual Frankel Fiduciary Prize in her honor to award individuals who advance fiduciary principles. WealthManagerWeb has named her among the 50 Top Women in Wealth Management. In today's episode, Tamar explains what led her to spend her career focusing on fiduciary law and what it means to be a fiduciary. We...
2021-02-1853 min
Please, Allow Me...a podcast with John ClarkeEp. 8 Paul KargerPaul Karger runs a hedge fund and knows a shit load about market economics. He co-founded TwinFocus in 2006 and leads the firm’s direct investing efforts in private equity, venture capital and real estate. I wanted to learn what this whole Gamestop fiasco is about so I called Paul. Just to have some skin in the game, I scored some GME tendies. I didn't do it to outsmart people who invest for a living, but to feel a little of the excitement that was oozing out of Reddit. For a few schekels I could be a participant in the top...
2021-02-071h 09
The Black Swans PodcastConfessions of an Allocator: Special Guest Vanessa WieliczkoVanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth. Driven in pursuit of excellence, Vane...
2020-12-2254 min
Centered on the ArtsPaul Dufresne (Scenic Designer & Alumni)Welcome to Alumni Month! A month of podcast episodes dedicated to our CFA Alums, detailing where they are now, how CFA helped them, and their own thoughts of the Arts. Dani Lobello chats with Paul Dufresne, an alumni of the Pepperdine theatre program who graduated with a BA in scene design and went on to earn an MFA in scene design at Boston University. He is based in Los Angeles, though he has also worked internationally and across the United States for theaters such as the LA Opera, The Guthrie, The English National Opera, and the Gary...
2020-12-1533 min
So What Exactly Do You Do?Kenechukwu E. Anadu, CFA, CAIA, Assistant Vice President at Federal Reserve Bank of Boston; Adjunct Lecturer at UMass AmherstS2 E3- In this episode, I speak with Kenechukwu Anadu. Ken is an Assistant Vice President at the Federal Reserve Bank of Boston and an Adjunct Lecturer at UMass Amherst. He is a Babson alum and previously taught Corporate Finance at F.W.OlinWe speak about:-How he got started at his current job and what a typical day at work looks like- How many people apply for jobs like his and through what channels?- How can someone listening to this get started with learning about his field? ...
2020-11-0834 min
UntanglingUntangling Finance with Michael Collins, Michael Collins, CFAJoin us as we discus Finance with Michael Collins. Mike's skill sets include: Asset Allocation, Portfolio Construction, Portfolio Management, Due Diligence, Investment Manager Research, Factset, Bloomberg, MorningStar, Relationship Management, Public Speaking, Simplifying Complex Ideas for a Broad Audience. Additionally, Mike is also an Adjunct Professor at Bunker Hill and Endicott College located in Boston Massachusetts. If that weren't enough Mike is also a Foodie with a very popular Instagram Page. Below are the following ways you can contact and follow Mike. In closing, I hope you enjoy the show and remember to follow and give us 5 Stars!
M...
2020-08-1130 minThe Investors First PodcastDr. Chris Pierson & Steve Curley, CFA: Cyber Security for High Net Worth IndividualsOur guest today is Dr. Chris Pierson, founder and CEO of BlackCloak, a Concierge Cybersecurity protection suite for high net-worth individuals and corporate executives. Previously, he was the first Chief Privacy Officer for the Royal Bank of Scotland's (RBS) U.S. operations, where he led its privacy and data protection program. He received his B.A. and M.A from Boston College and his Ph.D and J.D. from the University of Iowa. In this episode, we discuss what hackers are looking for, real-world stories of victims helped by BlackCloak, ways your home may be vulnerable...
2020-07-1641 min
Minutos de ValorO Oráculo de Boston — Especial Seth KlarmanJason Zweig, colunista do Wall Street Journal, entrevistou Seth Klarman na conferência anual do CFA Institute, em 2010. A conversa foi tão rica em conteúdo e filosofia de investimentos que foi editada e transformada em um artigo no Financial Analysts Journal, intitulado "Oportunidades para Investidores Pacientes" - tradução livre.
Neste podcast vamos conversar com Alexandre Brito, CGA, sobre os princípios de Klarman, percorrendo assuntos como: estilos de value investing, tamanho do patrimônio sob gestão, paciência, disciplina, entre outros.
2020-06-1925 min
Angel Invest BostonMore Fundraising Secrets with Sal Daher, CFA - Sal Daher Is Interviewed by Jason Kraus at Sratup Gring BostonMore secrets for founders raising money. Angel investor Sal Daher has suggestions to make your raise less painful. Highlights include: Sal’s Intro – New Fundraising Secret at the End Sal Daher’s Opening Statement on Funding for Startups Angels vs. VCs Walnut Ventures & MIT Angels Angel Groups in Boston Super Angel Joe Caruso and His Pet Peeve about Pitch Decks “…if you got it flaunt it.” “What I look for, my goal is a platform technology. Technology that's widely applicable and can be developed for peanuts.” The Most Compelling Pitch Sal Daher Ever Heard “…there's a danger that if you'r...
2020-05-2757 min