Shows
Voice of the ArtsLogan Williams Carnegie Mellon University RecitalThe spring semester is wrapping up across college's in Pittsburgh. One Carnegie Mellon University student, Logan Williams, will perform his end of year recital.
Logan, soprano Sarah Austin, and pianist Billie Miller, talk with Jim Cunningham live about their upcoming concert. Logan talks about his studies at CMU as an Advanced Musical Studies Certificate student. He explains how creating this concert was for him to explore and celebrate oratorio repertoire alongside opera music. The flexibility of his program allows him to get into works that interest him the most.
He also shares how he met Sarah at the Pittsburgh Opera...2025-04-2519 min
Actualizing SuccessBest Practices of Working RemotelyIn this episode of the Actualize Consulting podcast, Manager Jacquie Zirkle, Senior Manager Alysia Kennedy, and Senior Consultant Kathryn Williams explore best practices for working remotely. Their discussion delves into how Actualize Consulting has successfully transitioned from an on-site to a predominantly remote work model, particularly following the COVID-19 pandemic. They also share insights into the benefits of remote work, including flexibility and a low attrition rate, their personal experiences with those benefits and challenges, and impart strategies to help you thrive in a fully remote workplace.Listen to Learn More About:Managing work-life...2024-09-0920 min
Bridge to the BurghMiles Dieffenbach talks playing football for Penn State and the Steelers, fighting cancer, investments, and PB&J's.This episode we talk to former Penn State football player Miles Dieffenbach! From fighting cancer to breaking into the investment industry, he leaves no stone unturned. Miles talks about why he had to eat quadruple-decker peanut butter and jelly sandwiches and why he would love to teleport to Sao Paulo Brazil. You can connect more with Miles here: www.linkedin.com/in/miles-dieffenbach-431493105 Host Bradley Jones, CFA is a Senior Investment Analyst for the Pittsburgh Foundation. He currently serves as the membership chair for CFA Society Pittsburgh, and is a lover of dogs and sports! Y...2023-05-1250 min
Guardians of Finance with Matt McLaughlinDan Bandi, CFA and Chief Investment Officer at Integrity Asset ManagementIn this episode, we talk to Dan Bandi, CFA and Chief Investment Officer at Integrity Asset Management. Dan’s story begins in Pittsburgh and takes him across the country before he settled here in Cleveland and helped build a successful buy-side investment firm. We discuss Dan’s journey as well as many other topics such as the investment decision Dan’s son still holds against him. Connect with Dan here: https://www.linkedin.com/in/daniel-bandi-1b162311/Host Matt McLaughlin, CFA, CAIA, is a Portfolio Specialist at Diamond Hill Capital Management. He currently serves as Programing Director for the C...2023-05-0944 minBridge to the BurghPat Strollo, CFA, talks college football, MBA vs. CFA, and cookingIn this episode, we talk to Pat Strollo, III, CFA, the newest board member to join CFA Pittsburgh. Pat is a lover of skiing, cooking, and college football. We discuss the pros and cons of getting an MBA versus getting a CFA. He also thinks Nick Cage would play him in a movie, and we have to agree! You can connect with Pat here: https://www.linkedin.com/in/pstrollo/ Host Bradley Jones, CFA is a Senior Investment Analyst for the Pittsburgh Foundation. He currently serves as the membership chair for CFA Society Pi...2023-02-241h 01
Peaceful Power PodcastDonna Ferris on Building Your Resilience ToolboxDonna Y. Ferris is the author of We've Got to Stop Meeting Like This and a speaker on navigating change, grief, second-chance love, writing, and the meaning of success after COVID. She lives in West Chester, Pennsylvania and Duck, North Carolina with her husband and dogs – and spends as much time as possible with her two Musketeers in Pittsburgh (the home of her beloved Steelers). In addition to continuing to work in corporate America, Donna teaches yoga, leads retreats and workshops, provides transformation coaching services, and writes (for publications including Elephant Journal and the Pittsburgh Post-Gazette) as side hustles. She is...2022-11-2235 minBridge to the BurghShana Bielich talks empathy, unconventional career paths, and rescue catsSeason 3 of Bridge to the Burgh features Shana Bielich, CFP, vice president at Coghill Investment Strategies. As like many of our past guests, her road to her current position wasn’t so straight-forward. We talk about her current role, where empathy and philanthropy are key. She can be spotted on the news from time to time, giving her outlook on the markets. You might even spot her cat in the background that she rescued from Aruba. You can connect with Shana here: https://www.linkedin.com/in/shana-bielich-cfp%C2%AE-825a016/ To learn more about CFA Pi...2022-10-251h 09Bridge to the BurghDon Casturo talks commodities, living in London, andIn this episode, we interview Don Casturo, Chief Investment Officer at Quantix Commodities. While he’s done London AND New York City living, he has roots here in the steel city. We spend some time during this episode talking about how and why Don became so interested in the commodities market. Don shares his insights on precious metals, oil, lumber, and more. We also debate his resemblance to Liam Nieson. Don’t miss this informative and entertaining episode!2022-06-081h 08
Emerge. Evolve. Lead.Feedback You Can Grow On with Donna FerrisSober since March 1, 2021 my guest this week is Donna Ferris. Donna is an author and a coach who helps people with transformation and an author of the book “We’ve Got to Stop Meeting Like This” which I am reading right now and it VERY good! Donna is going to share with us how she got onto her sober journey and the tools that she uses to deal with trauma and grief. Donna Y. Ferris lives in West Chester, Pennsylvania and has a second home in Duck, North Carolina with her husband and dogs. In addition to continu...2022-05-2634 minBridge to the BurghJim Herrington, CFA, talks the CFA presidency, trolleys, and investment consultingIn this month’s episode, we talk to Jim Herrington, CFA, CAIA, who has been a CFA Pittsburgh local celebrity. We find out why he values the CAIA designation so much and how he applies it to his job nearly every day. What path led him back to Pittsburgh? And why does he love trolleys so much? He shares some great insight into projects and initiatives that the local CFA Pittsburgh board has been working on. You can connect with Jim here! https://www.linkedin.com/in/james-w-herrington-cfa-caia-9b92326/2022-05-021h 04
The Fiftyfaces PodcastDebbie Cunningham of Federated Hermes - a Roadmap of Liquidity for the AgesDebbie Cunningham is Chief Investment Officer of Global Liquidity Markets at Federated Hermes and has been a portfolio manager for all government and prime liquidity products since 1990. She previously was Director and President of the CFA Society of Pittsburgh and sits on the board of Robert Morris University, Treasury Market Practices Group and Depository Trust & Clearing Corporation. Our discussion covers Debbie's extraordinary career in the fixed income arena, which spanned over 40 years and saw radically evolving interest rate environments and economic backdrops. She describes the fundraising climate and use of money market funds when she joined the fi...2022-04-2828 minBridge to the BurghChristopher Amar talks making Pittsburgh home, Wall Street life, and being a community championIn this episode we interview Chris Amar, Vice President at AB Bernstein. While he's lived in a few different cities, he says Pittsburgh feels right at home. Transplanting here a few years ago, he also found his perfect job at AB Bernstein. He's a proud community champion, girl dad, and Suburu driver. He claims he's the most non-wall street guy in investment management. His resume is impressive, from graduating Harvard to getting his JD from University of Virginia. He's invested in various non profits in Pittsburgh, and absolutely loves city living. Listen to hear more!2022-03-071h 29Bridge to the BurghSpecial! CFA New York Presents: Crypto Accounting, and What Every Analyst Should KnowIn this episode, we are reposting an episode from CFA New York Compound Insights podcast. You can learn more about CFA New York and their podcast here: https://www.cfany.org/compound-insights/ We'll be back next month with another original episode of Bridge to the Burgh2022-01-3119 minBridge to the BurghAdam Wright, CFA talks behavioral finance, moving back home, and CFA study tipsIn this episode we interview Adam Wright, managing partner and senior financial advisor at Wright Associates. While his name might be on the door, he took an interesting route to get there. Like many of our previous guests, he tried to leave Pittsburgh but kept ending up back home. Adam shares his tips for studying for the CFA, and why he chose the CFP and an MBA.2021-12-271h 05Bridge to the BurghChris Pretsch, CFA talks book writing, fiduciary, and taekwondoThis episode features Chris Pretsch, CFA, Managing Director at Staley Capital. A New York native, he found his family and life passion in Pittsburgh, and he never looked back. Chris is past president of CFA Society Pittsburgh and was an integral part of launching financial literacy and also growing the society within the city. After two decades of writing and research, he’s found the motivation to publish his book, which will be launching next spring. Join us for a great episode where we talk coin collecting, fiduciary, tae kwon do, and more!2021-11-2258 minBridge to the BurghSpecial! Financial Literacy Network podcastSpecial episode featuring FLN of the CFA Institute! This episode is a special presentation from the Financial Literacy Network. The FLN committee is a group of CFA Charterholders working to promote literacy awareness through programming, volunteer work, and educational offerings. We hope you enjoy this episode from the FLN network and join us next month for our one-year anniversary episode! Now, here’s Bob Stammers, Chairman of the Financial literacy network. All episodes can be found here: https://www.dropbox.com/sh/4stgxt7tjz52tuf/AADQ-lZ1x7A4cCYcm9t74594a?dl=02021-10-2621 minBridge to the BurghSusan Middleton talks collegiate financial plan competition and more!Our guest this month is Susan Middleton, Chief Investment Officer at Counsel Fiduciary. CFA Pittsburgh has been lucky enough to have Susan’s expertise for our annual collegiate financial plan competition. She’s been a plan grader for the competition and shares with us some insight on what she sees during the competition and how impactful it is to students. If you’re not familiar with the Collegiate financial plan, this episode is the perfect chance to hear more! Susan also is a proud Pittsburgh sports fan, and even though she’s about 2 hours north of town. You...2021-09-2838 min
Wall Street Vision Investment Podcast31. Why Investing With Leverage is so Risky - The Epic Rise and Fall of Bill Hwang and Archegos CapitalBill Hwang of Archegos Capital had a 10x return on his money in less than 7 years. He went from a net worth of “just” $200 million to over $20 billion dollars. Then it all came crashing down when one of his investments turned against him -- causing a catastrophic chain reaction. Check out the episode to learn about Bill’s story.
Music:
https://pixabay.com/
Sources:
https://www.focusonthefamily.com/contributors/bill-hwang/
https://www.youtube.com/watch?v=MhMhg97fmzE
https://www.bloomberg.com/news/features/2021-08-31/city-to-pittsburgh-please-annex-us
...2021-09-1316 minBridge to the BurghGreg Filbeck, CFA, talks servant leadership, mentorship, and Olivia Newton JohnThis month’s guest is Greg Filbeck, CFA, director for the black school of business and professor for finance and risk management at Penn State University, the Behrend college. Greg is a self proclaimed servant leader, perpetual busy-body, and life long member of the Olivia Newton John Fanclub. He is an avid reader, adventurist, bodybuilder, and, if you think all that keeps him busy, you’re right. He hasn’t sat down to watch a TV show in over a decade. You can connect with Greg here https://www.linkedin.com/in/gregfilbeck/2021-08-301h 04Bridge to the BurghJonathan Dane talks 4th quarter markets, Pitt sports, and NYC lifeOur guest this month is Jonathan Dane, CFA, Founder and Chief Investment Officer of Defiant Capital. Jonathan tells us all about where he came up with the name Defiant, how his boxing career was successful but short-lived, and what he predicts in the markets for the 4th quarter. He launched his business during the pandemic, and tells us his most valuable lesson learned from that. We also talk Pitt sports, studying for the CFA, and what makes Pittsburgh home. You won't want to miss it!2021-07-2648 minBridge to the BurghNicholas Findley and the beginners guide to the CFA charterIn this episode of Bridge to the Burgh we talk to Nick Findley, a very recently awarded CFA charterholder. Only 3 years out of undergrad, Nick talks about his short yet eventful career path so far – more specifically why he prioritized obtaining the CFA charter. We like to think of this episode as the beginners guide for CFA candidates. Nick experienced some bumps in the road during this candidacy, but more importantly, we hear about how he overcame them. A great episode for students, candidates, and experienced professionals – you won’t want to miss it!2021-06-2849 min
The Art of Allowance Podcast | Parenting | Families | Money Smarts | Financial LiteracyAOA 044: The Free Lunch that Is the Roth IRA - With Guest Gene NataliWhat do a free lunch and a Roth IRA have in common? My latest guest (and clear contender for The "Metaphor of the Year" Award), Gene Natali, will enthusiastically educate you. Prior to serving as the CEO and CFA of Troutwood, a financial technology company, Gene spent 17 years working with large pension funds and institutional investors. He is an award-winning author who has key-noted investment and education conferences across the country and spoken in over 500 high school and college classrooms. Gene is a Chartered Financial Analyst (CFA) and holds a bachelor's degree in Economics from Allegheny College...2021-05-2654 minBridge to the BurghJody Madala, CFA, talks Corporate Culture, living in New York during 9/11, and Black HolesThis episode's guest is Jody Madala, current co-president of CFA Society Pittsburgh and founder of Culturely. Jody created a startup during the pandemic and because of the pandemic. She recalls the details of her day on 9/11 and how it changed her forever. Her background is diverse, and she is proud to be a self-proclaimed life long learner. Not to mention, she has agreed to call Pittsburgh "home" for another year. Connect with Jody here: https://www.linkedin.com/in/jodymadala/2021-05-241h 06Bridge to the BurghDan Rossi talks Animals, Oakland, and Non-Profit WorkThis month’s episode is a little different, featuring an esteemed Pittsburgher from the non-profit world. Our guest is Dan Rossi, Chief Executive Officer of the Humane Animal Rescue League of Pittsburgh. We hear about the many hats Dan wears being at the helm of one of the biggest open-door animal shelters on the East Coast. Dan shares his career journey with us, and how he ultimately found his passion in non-profit work. He once lived in a famous Pittsburgh house, and he tells us why he’d love to meet Cher! You can connect with Dan on LinkedIn: https://www.li...2021-04-1259 minBridge to the BurghChris Sidoni talks moving to the big city, finance careers, and tacosThis episode's guest is Chris Sidoni, managing partner and CIO at Gibson Capital Management. We hear about how he abruptly adapted from nearly every meeting face-to-face to not traveling for over a year. He grew up in the hunting mecca of Pennsylvania, and came to the “big city” for finance and never left! Chris talks about his unique career path, the technical skills that have helped him advance, and some of his favorite taco stands around the country. Host Bradley Jones, CFA is a Senior Investment Analyst for the Pittsburgh Foundation. He currently serves as the membership chair for CFA Socie...2021-03-2238 minBridge to the BurghBlack History Month Special! Gary Rozier talks Success, Regret, and BuccosGary Rozier is managing director at Oak Street Real Estate Capital. Although he’s now a Chicagoan, his blood runs black and gold. Growing up in the south hills of Pittsburgh, Gary built friendships that have helped him grow his career to this day. We hear Gary’s unique perspective as a person of color in a predominantly white industry and how he’s been able to pay it forward by mentoring. Even though he’s in walking distance to Wrigley Field, he remains quite possibly the world’s biggest Pirates fan. He’s also a long-time friend of a controversia...2021-02-231h 15Bridge to the BurghLinda Duessel talks Finance, Steelers, and 2021: Special Markets Forecast EpisodeOur guest, Linda Duessel, CFA, is a Senior Equity Strategist with Federated Hermes. With 30 years industry experience, she’s been featured on Bloomberg, CNBC, and more. In this special 2021 kickoff episode, you’ll hear Linda’s insightful market outlook for 2021, and we’ll also get to know her on a personal level. With thoughtful anecdotes, she shares her experiences and advice on being a woman in finance, and how her advice to Ben Roethelisberger brought home a Super Bowl win for the Steelers. You won't want to miss this special episode! You can read more about Linda here: https://w...2021-01-2555 minBridge to the BurghGene Natali talks Entrepreneurship, Growing up in Pittsburgh, and Sound Financial Advice for the 99%Our guest, Gene Natali, CFA, is the co-founder and CEO of Troutwood. A born and raised Pittsburgher who shares his story from growing up here, building connections, and ultimately starting his own company! Gene tells us why he prioritized diversity and inclusion at Troutwood and how the pandemic has upended his vision. As a CFA Society Pittsburgh board member, Gene talks about how acquiring his advanced degree and CFA charter have laid important groundwork for pursuing his passion. You can find Gene on LinkedIn: Gene Natali, CFA Host Bradley Jones, CFA is a Senior Investment A...2020-12-2143 minBridge to the BurghLisa Asher talks Diversity & Inclusion, traveling the world, and Pittsburgh memories Our guest, Lisa Asher, CFA, is Managing Director of XY Investment Solutions. Lisa is a world traveling, deep sea diving, Wharton School graduate. Host Bradley Jones, CFA asks Lisa’s thoughts on diversity and inclusion along with her unique position as a woman in finance. As a past CFA Society Pittsburgh board member, Lisa shares fond memories of her time in Pittsburgh, and why she considers it such a special part of her personal life and professional journey. You can find Lisa on Linked in: Lisa Brigoni Asher. Host Bradley Jones, CFA is a Senior Investment Analyst fo...2020-11-2353 min
Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®Ep 61: The True Wealth Team Is Growing - Welcoming Ron WyattWe're excited to make a big announcement on this episode of Retire Smarter. Kevin is joined by True Wealth Design's newest partner, Ron Wyatt, who brings more than 25 years of financial planning experience to the firm. A lot of existing listeners will be hearing from Ron for the first time, so we'll spend some time today getting to know his background and professional journey. And new listeners will also get to learn more about Kevin's experiences.
The two will also cover why they've chosen to join forces now, and why it's going to be a benefit for...2020-11-1729 minBridge to the BurghMike Halloran talks Pittsburgh, the Election, and Markets: Special Election EpisodeOur guest, Mike Halloran, CFA is an Equity Strategist with Janney. With over 20 years of industry experience, he's published written pieces on everything from Climate Change to the Election. Bradley Jones, CFA hosts this entertaining and informative special pilot episode of Bridge to the Burgh. Mike discusses his thoughts on the global economy and local market in regard to the upcoming election. You'll also get to meet Mike on a personal level and find out why he loves Pittsburgh and has decided to make it home. You can read Mike's full bio here: https://www.janney.com/meet-janney/people/michael-halloran You...2020-10-2856 min
Invest Like a Boss109: Why Modern Portfolio Theory Fails Investors with Daniel PerisDANIEL PERIS, Ph.D., CFA, is Senior Vice President and Senior Portfolio Manager at Federated Investors, Inc., in Pittsburgh where he oversees $20 billion dollars in equity portfolios the firm's dividend-oriented funds. Before transitioning into asset management, Peris was a historian focuses on modern Russian history. He is the author of two prior books in investing, The Strategic Dividend Investor, and The Dividend Imperative, and the new book Back to Business. During this episode, Daniel will talk about how you can bring some common sense back to your investing. He’ll speak on some old st...2018-11-111h 12
Resilient AdvisorHow Modern Portfolio Theory Has Failed Investors With Daniel Peris On this episode of The Resilient Advisor Podcast, Daniel Peris comes on to discuss how Modern Portfolio Theory (MPT) has failed investors. We also discuss his thoughts on how financial advisors and investors can use an alternative approach. This approach is detailed in his new book, Getting Back to Business: Why Modern Portfolio Theory Fails Investors and How You Can Bring Common Sense to Your Portfolio. Daniel oversees $20 billion dollars in equity portfolios as a Senior Portfolio Manager at Federated Investors. He is the author of 3 books on investing: The Strategic Dividend Investor, The Dividend Imperative and his...2018-10-1428 min