Shows
Markets in FocusTruth, Policy, and the American WayMatt Orton, CFA sits down with Ed Mills, managing director and Washington policy analyst at Raymond James, to break down the policy catalysts most likely to move markets.
2025-07-1445 minMarkets in FocusThe recession that wasn’t: The COVID economy and the Fed’s responseThe U.S. Federal Reserve had difficulty meeting its interest rate targets in the two decades leading up to COVID — will a more proactive approach deliver better results? Matt Orton, CFA, is joined by Neil Aggarwal, Portfolio Manager and Head of Securitized Products at Reams Asset Management, and Eugenio Aleman, Chief Economist at Raymond James to discuss why 2022’s interest rate hikes were different, what the two main sources of household wealth are, and how changes in different asset values can influence consumer behavior.2025-04-1645 min
Monday Morning CriticEpisode 541 | "Godfather of Harlem" | Actors: Lucy Fry and Michael Raymond James.Send us a textEpisode 541"Godfather of Harlem" | Actors: Lucy Fry and Michael Raymond JamesLucy Fry and Michael Raymond-James are both actors who currently star in the MGM+ series Godfather of Harlem. Lucy Fry plays Stella Gigante, the daughter of Italian mob boss Frank Gigante. She has been a main cast member since the show's second season. Michael Raymond-James joined the cast in the third season as Joe Colombo, a powerful and ambitious member of the Italian Mafia. He is also a main cast member in the upcoming fourth season.Lucy...2025-04-1107 min
CLOSE THE DEAL - M&A & Private Equity Podcast#78 💊 Investmentbanking in Pharma & Healthcare mit Dr. Dierk Beyer von Raymond JamesWenn ein Markt zukunftssicher sein sollte, ist es der Healthcare- und Pharma-Markt. Grund genug für Raymond James, ein eigenes Team für diesen Sektor in Europa aufzubauen. Dierk Beyer ist Doktor der Chemie, Managing Director bei Raymond James und mit dem Aufbau des Europageschäfts für den Healthcare- und Pharma-Sektor betraut. Wie man den Weg aus den Naturwissenschaften ins Investmentbanking findet, verrät er uns heute im Gespräch. Und wenn Dierk schon mal da ist, spreche ich mit ihm natürlich auch über den Healthcare- und Pharma-Markt, den Einfluss von...2024-09-1857 minCLOSE THE DEAL - M&A & Private Equity Podcast#78 💊 Investmentbanking in Pharma & Healthcare mit Dr. Dierk Beyer von Raymond JamesWenn ein Markt zukunftssicher sein sollte, ist es der Healthcare- und Pharma-Markt. Grund genug für Raymond James, ein eigenes Team für diesen Sektor in Europa aufzubauen. Dierk Beyer ist Doktor der Chemie, Managing Director bei Raymond James und mit dem Aufbau des Europageschäfts für den Healthcare- und Pharma-Sektor betraut. Wie man den Weg aus den Naturwissenschaften ins Investmentbanking findet, verrät er uns heute im Gespräch. Und wenn Dierk schon mal da ist, spreche ich mit ihm natürlich auch über den Healthcare- und Pharma-Markt, den Einfluss von...2024-09-1857 min
The Advantaged InvestorSummer Financial Planning TipsFinancial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:
In your opinion how does a financial planner help with investor success?
How important is it for your plan to evolve as you do and your situation changes?
Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
At Raymond James we are excited to be able to offer our Total W...2024-07-0915 min
The CAIO Connect Podcast (Chief AI Officer Connect Podcast)Exploring AI Transformations in Financial Services with John Chan of Raymond JamesNavigating the world of AI in financial services requires not only technical expertise but also strategic vision. On this episode of CAIO, I’m joined by John Chan, Director of Technology for AI and Machine Learning at Raymond James, who shares insights on the transformative power of AI.Key Takeaways:(00:32) Overview of Raymond James and John Chan's role.(05:00) Initiating AI strategies and setting up an internal lab.(07:41) Importance of timely and accurate information retrieval.(13:00) Balancing immediate benefits and long-term transformation.(17:26) Ensuring da...2024-07-0243 min
The Wise Investor Show®Think Like a Financial Planner and Keep More of Your Money This week, Greg Smith offers the Financial Planning side of the Wise Investor Group® of Raymond James, as he highlights a retirement planning concept to help you take advantage of the extended required minimum distribution age, as well as a strategy to better harness and unlock the tax benefits of the charitable giving you may already be contributing. The information contained in this podcast represents the opinions of the hosts and guests and does not necessarily represent the views of Raymond James and Associates, Inc., The Wise Investor Group, or their respective affiliates and employees. 2024-06-2924 min
The Conscious EntrepreneurEP39: Elevating Human Consciousness with James Colquhoun“If you can create a ‘win-a-thon,’ where everyone wins, then ultimately it’s good for business,” says James Colquhoun, the filmmaker behind such films as “Food Matters” and “Hungry for Change” which were groundbreaking explorations of the Big Food industry and its exploitation of our habits. “Food Matters” was born out of a mission to heal his ailing father through the power of nutrition, and resulted in his connecting with the needs and interests of a larger audience. On today’s episode of The Conscious Entrepreneur, James talks about the importance of finding your personal mission and how to align with it in your bu...2024-06-0355 min
Advisor Talk with Frank LaRosaRaymond James' Pathways for Advisor GrowthKey highlights from the discussion include: *Perry's excitement about her new role and vision for enhancing advisor recruitment at Raymond James. *Insights into Raymond James' diverse channels, which offer advisors the opportunity to grow from entry-level positions to owning their own businesses or broker-dealers. *Why Raymond James places a heavy emphasis on defining the advisor's role clearly and providing flexibility to transition between channels seamlessly. *The importance of observing a firm's culture during the recruitment process and keeping records of c...2024-05-0944 min
火星移民指南EP.8 James：Web3人均三份工，年薪都百万？｜Talentverse「火星移民指南」一档专注加密生态的播客节目。我们尝试以站在火星的视角，来俯瞰现在加密生态的新事物。提出有趣的问题，不以二元论的视角评价答案对错，持续向新世界开放地探索。
重要声明:主持人或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。主持人或嘉宾有时可能会在此节目中讨论的某项目中持有头寸。讨论中所提到的任何项目及token，都不构成财务投资建议。加密资产风险极大，进入投资前一定要做好自己的研究(Do Your Own Research)。
主持人：Raymond - Partner of Mossfire Capital
嘉宾：James - Talentverse联合创始人 | 领英
—timeline —
01：57 James如何进入币安
03：58 James在Web3招聘的创业契机
05：43币圈猎头的核心价值是什么？
07：19Talentverse的业务形态
12：11 牛市转熊市的时候，非技术人员的工作会不会出现大的波动？
14：48 币安和其他大厂的工资和股权比较如何，pacakge有什么差别 ？
20：47 Web2互联网大厂中层跳槽到Web3在不同时段的趋势
22：57 token变现能力如何/月之暗面员工卖老股
26：17 Place过最大的案子是什么？怎么做到的？
28：17 远程工作的主要问题是什么？社保和税务问题、劳动政策、简历造假
34：36 多份工作会有什么情况？
39：55 大公司如币安有没有特定的措施来保障员工投入程度？例如避免多份工作/工资外包
43：12 如何避免简历造假？
46：18 案例一：香港投行毕业的朋友如何进入币圈？
49：14 案例二：字节产品经理毕业的朋友如何进入币圈？
52：18 如何理解Crypto native？
55：47 加密行业周期波动大，如何解决行业稳定性？
58：08在币圈求职最后的建议
关键词
币圈 Talentverse 猎头 Web3 远程工作 年轻化多份工作 简历造假 工作外包 裁员 牛市 熊市 月之暗面币安Crypto native 加密行业 跨国雇佣 人力资源2024-05-071h 00
The Weird TableHow to dream up a dreamAnd Fing the F out of this Fing thing. Ash Raymond James explores techniques for crafting poems inspired by dreams you invent, taking you on a journey beyond the confines of reality. Forget about the linear and let's go anywhere.
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Send in a voice message: https://podcasters.spotify.com/pod/show/ashelope/message2024-04-2606 min
Dealmaker InsightsPrivate Equity Spotlight: A conversation with Rush Harvey of Raymond JamesIn our latest Private Equity Spotlight series, Brian Murchie, senior client development advisor at Reed Smith, is joined by Rush Harvey, Director, Private Capital Advisory at Raymond James, to discuss the unique perspective Rush and his team bring to the market, and the state of the fundraising and secondary markets.
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Transcript:
Intro: Hello, welcome to Dealmaker Insights, a podcast brought to you by Reed Smith's corporate and finance lawyers from around the globe. In this podcast series, we explore the various legal and financial issues impacting your deals. Should you have any q...2024-04-1716 min
Internal Use OnlyTyson Ray - FORM Wealth Advisors (Raymond James)Send us a textTyson Ray joins today show to discuss his wealth management practice and Total Relationship Approach™ . You can also grab a copy of his book The Total Relationship, and take advantage of several free resources with the link below:https://totalrelationship.com/internaluseonly/ Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not p...2024-03-261h 04The Weird TableUnworry Your HeartGetting a little nerdy with it, discussing prefixes and suffixes and the creation of words. This week we explore poetry beyond the known. Come and write poems with your friendly neighbourhood poet, Ash Raymond James.
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Send in a voice message: https://podcasters.spotify.com/pod/show/ashelope/message2024-03-1507 minThe Advantaged InvestorFailure to Launch: Adult Dependents and their Estate RightsPaula Lester joins host Chris Cooksey in this episode. Paula is Associate VP, Estate and Trust Solutions, for Solus Trust, which is an affiliate of Raymond James. We recently published an article in the commentary and insights section of RaymondJames.ca called Failure to Launch: Adult Dependents and their Estate Rights and today Paula and I will be discussing this case and questions it raises, including:
Overview of the case
Why is this case so astounding?
Who else might have a right to support from someone’s estate?
How does a court decide how much a person should receive...2024-02-2314 minThe Weird TableThe UnlearningThe first mini creative workshop through the medium of a podcast titled 'the unlearning' by Ash Raymond James. Designed for poetry but works through all creative means.
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Send in a voice message: https://podcasters.spotify.com/pod/show/ashelope/message2024-01-2406 min
For What It's WorthThe results are in – families want to give back and give bigAs we head into the (statistically) most charitable time of the year, aggregate U.S. giving is poised for a rebound from last year’s softened figures. Nicole Hisler, director of charitable solutions at Raymond James Trust, discusses philanthropic trends and important reminders for year-round generosity. [Recorded Aug. 17, 2023]2023-11-1317 minMarkets in FocusMegatrends poised to propel emerging marketsA steady flow of concerning news from China has caused an extended downturn for emerging market stocks. Still, in his interview with Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, renowned EM investor Kevin T. Carter noted that he believes the long-term growth trends for these markets remain intact. A rising middle-class is eager to purchase the consumer goods that have long been available to residents of developed markets. The growing use of smartphones is also making access to consumer goods much easier. Carter believes India, in particular, could be the next major EM growth story.2023-10-3135 min
For What It's WorthGuard against email hacks and other dangerous scamsHow do fraudsters compromise email accounts, and what steps can you take to protect yours? Review timeless tips for sidestepping both high- and low-tech scams, courtesy of Christa Far, Raymond James director of anti-money laundering and financial crimes management. [Recorded Aug. 15, 2023]2023-10-0422 min
For What It's WorthWills, trusts, POAs and directives: What’s the difference?Essential estate planning documents help ensure your intentions will be honored, especially if you’re not in a position to express them yourself. Liz Ochoa, Raymond James private wealth strategist, discusses the differences between some of these powerful documents and shares which ones should be established as early as age 18. [Recorded Aug. 3, 2023]2023-09-1117 min
The Weird TablePilotSo it looks like we are doing this thing. Ash Raymond James is here with 'The Weird Table.' It's a podcast thing that delves into everything and anything. This episode is an ode to cinema and a celebration of self. This is the first step and the first jump, so please be gentle.
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Send in a voice message: https://podcasters.spotify.com/pod/show/ashelope/message2023-08-3007 min
The Legacy Lounge with Chris and ReneRaymond James Irwin|Ep3| The Legacy Lounge with Chris and ReneMeet Raymond James Irwin | Chief Champagne Officer – Founder of Fizz Champagne Bars & Club.Raymond James Irwin's journey into the world of Champagne began at a renowned Cleveland restaurant, L’Albatros Brasserie + Bar. There, he learned the art of hospitality from Sommelier Brandon Chrostowski and fell in love with the charm of small house Champagne.From that first taste, Raymond was on a mission. By December 2016, he had turned his vision into reality, opening Fizz Bar in his hometown of Sacramento, California.Since then, his path has taken him across the globe, driven by a...2023-08-281h 37
For What It's WorthYour heirs want transparent, proactive conversationsWhen it comes to planning for the future of your wealth – and the impact it will have beyond your lifetime – what matters most? Joe Weaver, president of Raymond James Trust, discusses the critical role that proactive communication plays in a successful wealth transfer. [Recorded July 27, 2023]2023-08-2218 min
For What It's WorthIs this a bull market – and will it last?All three major U.S. equity indices showed remarkable strength through the first half of 2023. Can they sustain this level of performance, or is a long-predicted recession lurking in the quarters ahead? Raymond James Chief Investment Officer Larry Adam shares his midyear investing outlook. [Recorded July 11, 2023]2023-07-1815 min
Diaries Of Badass BossesSusie Bewell & Faye Silver Share Top Wealth Management Tips for Financial Success - Raymond James HitchinSusie Bewell & Faye Silver Share Top Wealth Management Tips for Financial Success - Raymond James Hitchin
Diaries of Badass Bosses is hosted by Penny Joyner-Platt (the-plattform.com) and Tigz Rice (tigzrice.com). Guests Susie Bewell and Faye Silver with Raymond James Hitchin (raymondjameshitchin.co.uk). Produced by Connor Wells (connorwells.com).
In this episode of "Diaries of Badass Bosses," hosts Penny and Tigz engage in a detailed conversation with Susie Bewell and Faye Silver, wealth management professionals from award-winning business, Raymond James Hitchin. They explore the evolution of their careers, the...2023-06-0746 minThe Advantaged InvestorPhilanthropy, Raymond James Canada Foundation and RJ CaresExecutive Director of the Raymond James Canada Foundation & Head of Corporate Sustainability Eric Saarvala and Senior Branch Manage Sarah Brillinger join host Chris Cooksey to discuss philanthropy, the Raymond James Canada Foundation and RJ Cares month, including:
What is RJ Cares?
What does RJ Cares support communities and its importance to our associates?
How does RJ Cares contribute to the culture at Raymond James?
How is the Ottawa branch giving back to the community?
How clients participate in RJ Cares?
How is RJ Cares connected with Raymond James’ corporate sustainability strategy?
Follow the podcast on LinkedIn:
T...2023-05-3018 minMarkets in FocusBonds are backBonds are once again asserting their role as a store of value, portfolio diversifier, and income generator. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, and Burton Mulford, CFA, Portfolio Manager overseeing all of Eagle's municipal strategies, delve into the likely course of monetary policy, its economic impact, and the implications for investors.2023-05-2527 minThe Advantaged InvestorTransferring the family business and estate planningSenior Trust Advisor from Raymond James Trust (Canada), Damian McGrath, returns to the podcast to discuss transferring a family business to the next generation and some considerations for estate planning, including:
What was in the last federal budget
What about estate planning and the family business?
What is an estate freeze?
What about the scenario where I have one child in the business and another not – how do I estate plan around that?
And what about an executor – who should that be?
The importance of planning.
Follow the podcast on LinkedIn:
The Advantaged Investor
Pleas...2023-05-1113 min
For What It's WorthWill ChatGPT (and the AI behind it) revolutionize our lives?Powered by generative artificial intelligence, OpenAI's ChatGPT has demolished prior records while becoming the fastest consumer application in history to reach 100 million users. What's behind its meteoric rise? Kemal Kvakic, Raymond James IT head of innovation, discusses what sets this innovation apart – and what risks it poses. [Recorded April 6, 2023]2023-04-2033 min
Ignite Your Business® Podcast presented by GREENCRESTIgnite Your Business® Podcast- 122 - Traci Born, senior financial advisor, Raymond James - Keeping the Financial Well-Being of Your Business HealthyFrom managing employee benefits to developing a well-executed business succession plan, business owners have many important things to consider in order to keep the financial well-being of their business healthy and sustainable. In this Ignite Your Business® Podcast episode, Traci Born, Senior Financial Advisor at Raymond James, provides insight into the current economic state of the country and what business owners should consider when making financial decisions that directly impact their business. https://greencrest.com/ignite-your-business-podcast/ The branch address is: 8351 North High Street Suite 210 Columbus, Ohio 43235 The branch phone nu...2023-04-0434 minMarkets in FocusFactor investing: A compass for volatile marketsInflation was the dominant story for the market in 2022, but not the only story. Beneath the surface, factors such as growth vs. value often shifted rapidly, temporarily altering the character of the market. Steve Singleton, Head of Portfolio and Investment Risk at Raymond James Investment Management, and Peter M. Schofield, CFA, Senior Portfolio Manager for Chartwell Investment Partners’ Dividend Value Strategy, discuss whether 2023 could bring more of these inflection points and why – plus how investors can leverage factor investing to navigate market volatility.2023-03-2225 min
For What It's WorthThe delicate juncture of estate planning and substance abuseDetermining how you want your wealth distributed at the time of your passing can be challenging and emotional. For many families, this complexity is heightened by the presence of addiction or substance abuse among heirs. Will Lucius, chief trust officer at Raymond James Trust, discusses planning approaches available to affected families and why they may choose to include or exclude specific substance abuse provisions in their estate documents. [Recorded Feb. 21, 2023]2023-03-1618 min
The Advantaged InvestorCorporate sustainability/ESG | A discussion with Eric Saarvala, Executive Director, Raymond James Canada Foundation & Head of Corporate SustainabilityEric Saarvala, Executive Director, Raymond James Canada Foundation & Head of Corporate Sustainability, joins host Chris Cooksey to discuss corporate sustainability and ESG, including:
1. You hear the terms, CSR, sustainability and ESG but what exactly do they all mean?
2. What are some of the trends happening in this space? How has it evolved?
3. What does this mean for Raymond James?
4. How does the work of the Raymond James Canada Foundation contribute to our ESG story?
5. What is one thing you would like us to remember from this conversation today?
Ple...2023-03-0820 min
For What It's WorthCan market optimism coexist with a looming recession?Raymond James Chief Investment Officer Larry Adam expects the U.S. economy to experience a recession this year – but he also forecasts a base case S&P 500 return of nearly 15%. What’s powering this dual-faceted outlook? Hear his perspective in the latest episode of For What It’s Worth. [Recorded Jan. 31, 2023]2023-02-0619 min
The James Altucher ShowThe Secret World of Illicit Finance | Raymond Baker, Author of 'Invisible Trillions'Today, we're joined by the one and only Raymond Baker, author of the eye-opening book Invisible Trillions: How Financial Secrecy is in periling Capitalism and Democracy, and the Way to Renew our Broken System. That's a lot in the subtitle, but it's also a massive topic that's often swept under the rug because - as Raymond details - essentially every large corporation engages in the tax-dodging practices he details in depth in today's conversation. Raymond talks about the interweaving between capitalism and democracy, whether it's a good thing across the world, and the international ramifications. The examples Raymond provides in t...2023-02-021h 03
Money ConsciousA Raymond James Expert Shares Why This is the Time to Really Get InvestedWe could not be more excited to bring you our first podcast of 2023! In Money Conscious Episode 13: A Raymond James Expert Shares Why This is the Time to Really Get Invested, my guest is Mike Gibbs, formerly Head of Portfolio and Technical Strategy, now Lead Portfolio Manager with Gibbs Capital Management, a division of Raymond James Investment Management. My podcast last fall with Mike was one of the most popular ones and there’s a reason for that: he’s a fabulous speaker, full of facts and so insightful about strategic thinking about the markets - where we are and...2023-01-1729 minThe Advantaged InvestorYour Digital Assets As Part of Your EstateSenior Trust Advisor Riaan Botha, from Raymond James Trust (Canada), joins host Chris Cooksey to discuss digital assets and your estate, including:
What are digital assets?
Can they be part of your will?
Current laws that cover digital assets?
Things to consider (passwords, encryption)
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.2023-01-1113 minThe Advantaged InvestorWhat is whole loan trading, what is this segment saying about markets overall?John Toohig, Head of Whole Loan Trading for Raymond James & Associates, joins host Chris Cooksey to discuss his role with the firm and gives a great overview of what whole loan trading is and what the segment is indicating in terms of the overall market, including:
1. Overview of Whole Loan Trading
2. Current trends among consumer borrowers and lenders
3. How the US consumer is doing
4. Liquidity in US lending markets
5. With talk about recession out there, are any signs of stress in the US lending market
John and his t...2022-12-1716 min
For What It's WorthConcentrated wealth poses significant risks and complexitiesOutsized stock positions arise in various ways, including business ownership, inheritance and investment performance over time. Ben Crayton, director of structured investments product management at Raymond James, outlines strategies that can mitigate related risks, including approaches that allow for continued ownership of the shares in question. [Recorded Oct. 5, 2022]2022-12-1222 minThe Advantaged InvestorOverview | North American High Yield DebtWondering what high yield debt is? David Barcus, Head of High Yield Capital Markets for Raymond James & Associates joins host Chris Cooksey to give an overview of North American high yield debt, including:
What is high yield debt?
How have things like raising interest rates and recession talk influenced markets.
Some of the current trends.
Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.2022-12-0924 min
For What It's WorthThe Giving Pledge, enduring generosity and charitable changeBillionaires’ public pledges make headlines, but strategic and impactful philanthropy isn’t exclusive to celebrities. Nicole Hisler, director of charitable giving at Raymond James Trust, discusses how families craft thoughtful, proactive giving plans tailored to the causes they value most. [Recorded Nov. 1, 2022]2022-11-1814 min
For What It's WorthEncore careers, young dependents and tricky Medicare choicesWhat Medicare decisions have to be made if you retire early? Continue working beyond age 65? Care for young children? Contribute to an HSA? Tim Brady, Raymond James private wealth consultant, walks through important considerations. [Recorded 10/11/22]2022-11-0113 min
For What It's WorthThe destructive, 10-figure industry that’s still expandingThe FBI reported last year's potential cybercrime losses at nearly $7 billion – and Raymond James Chief IT Security Officer Todd Ferguson believes that to be an underestimation. Learn about common scams and how you can help keep vulnerable loved ones safe. [Recorded 10/12/22]2022-10-2013 minMoney ConsciousA Raymond James Expert Shares Why You Don’t Need to Fear Bear MarketsIn Money Conscious Episode 10: A Raymond James Expert Shares Why You Don’t Need to Fear Bear Markets, my guest is Mike Gibbs, Director of Equity Strategy and Director of Portfolio & Technical Strategy for Raymond James. I’ve known Mike for many years and there’s no one better to share fact-based analyses of the markets – including where we are and where we’re likely going. He’s a natural storyteller, so he explains it all in a personal and relatable way that will help calm your fears if you are concerned about the bear market and the volatility we’re experi...2022-10-1342 min
Raymond Report Sports Betting PodcastRaymond Report Sports Betting Podcast with Ron Raymond (9/23/22)Welcome to the Raymond Report Sports Betting Podcast with your host Ron Raymond for Friday, Sept 23rd, 2022. Sports Handicapper Ron Raymond goes through all 16 NFL Football games for this weekend, including a prediction on the Green Bay Packers vs. Tampa Bay Buccaneers game on Sunday at Raymond James Stadium.2022-09-231h 36
For What It's WorthInvestors wary as S&P 500 relinquishes strong summer gainsDownside volatility has reappeared with markets responding sharply to Fed comments about the future of interest rates. Raymond James CIO Larry Adam discusses the outlook for inflation, U.S. consumer strength and various sectors. [Recorded 8/31/22]2022-09-0720 min
The Beginner Photography Podcast317: Colie James - Be A Better Photographer By Getting Your Life In OrderColie James is a Family Documentary Photographer and organizational master. If your photography is suffering because your life or business is a mess, Colie James is going to help you to be a better photographer by reducing overwhelm and increasing your creativity. Not only do we talk about the importance of being organized if you’re starting a photography business but also why being more organized can help you to be more creative when you’re behind the camera. Resources:Dubsado Certified Strategist Colie James Educational siteBoulder Colorado Documentary Family Photographer Colie James Photography websiteJoin The Begin...2022-08-3052 minMarkets in FocusOpportunities in the wake of inflationNo one thought 2022 would be easy, but the war in Ukraine, with its shocks to global energy and commodity markets, has made taming inflation even harder. James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, shares his perspective on credit and equity markets, the “creative destruction” rippling through the U.S. economy, and how the U.S. Federal Reserve doesn’t have any good choices, just “the lesser of many evils.”2022-08-0225 min
For What It's WorthOil prices, EU embargos and Russia’s effect on renewablesIs the war in Ukraine responsible for soaring gas prices? How do U.S. economic conditions affect the global oil market? And what does it all mean for decarbonization? Raymond James director and energy analyst Pavel Molchanov offers his perspective. [Recorded 6/2/22]2022-06-1525 min
Learning To FlyWelcome Back: Ash Raymond JamesOn today's episode of the Learning to Fly podcast I'm thrilled to bring back Ash Raymond James and to be able to discuss all the amazing projects coming soon and since we chatted here last. Honestly there's way too much happening in this episode for any one person to try to summarize it - but listen, have a laugh and know that it feels soooooo good to be back here with you all. Each and every day.
To support Ash:
Instagram: https://www.instagram.com/ashraymondjames/
Pre-order we are all d...2022-06-0531 min
The Advantaged InvestorViews From an Institutional StrategistTavis McCourt, Institutional Equity Strategist with Raymond James Financial in Nashville and Nadeem Kassam, Head of Investment Strategy in Toronto join the podcast to discuss current market conditions and the advice they are providing to investors, including:
- Market volatility has pickup considerable this year leaving investors with few places to hide.
- The underlying fundamentals for the economy
- For long-term oriented investors are there any areas within the markets that still look attractive?
- The headlines are painting a rather doom and gloom outlook, what’s your take on this – are we headed into a recession/hard-landing?
- What...2022-05-1914 minThe Advantaged InvestorRaymond James in Canada and the Future of AdviceThis episode, CEO Jamie Coulter joins the Advantaged Investor podcast. Jamie talks with host Chris Cooksey, about his first few months as CEO, how the firm has grown in the 20 plus years since coming to Canada, what the future looks like and the importance of providing advice to clients. Join us as Jamie provides his insights into Raymond James.2022-05-0316 min
For What It's WorthThe generosity and sacrifice of non-professional caregiversSupporting an aging parent or less-independent loved one can be a mutually meaningful experience. Providing that care also comes with emotional, physical and financial costs to consider. Amanda Stahl, director of longevity planning at Raymond James, discusses the growing population of caregivers and the resources available to help them. [Recorded 4/6/22]2022-04-1317 min
Kingdom MindedEpisode: 74 Our Friend JamesToday I am joined by Kevin Theoblad in my final episode remembering James Wang. Kevin shares his memories of starting a bus route with James and working in kids minitry together.
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Support this podcast: https://podcasters.spotify.com/pod/show/raymond-munoz/support2022-01-2138 min
The Advantaged InvestorRaymond James Managed Money ReportAssociate Vice President & Portfolio Manager Spencer Barnes joins host Chris Cooksey on the Advantaged Investor to discuss the latest edition of the Raymond James Managed Money Report, including: why it is important to understand underperformance? how does peer comparison work? what is manager analysis? what is mean reversion? and corporate class funds -what are they and are they the same as a few years ago?
Managed Money Report https://www.raymondjames.ca/-/media/rj/dotcom-canada/files/wealth-management/market-commentary-and-research/managedmoneyreport.pdf
Happy holidays!2022-01-1037 min
Lead With Your Brand!™S2E48 : Never Play Small : Renée Baker, Head of Private Client Group Advisor Inclusion Networks, Raymond JamesJayzen is thrilled to welcome Renée Baker to the show. Renée has had an incredible career journey in the financial industry as an advisor, CMO and now Head of Private Client Group Advisor Inclusion Networks for Raymond James. Renée shares a wealth of experience in how to be an effective leader and versus just being a manager of people and things. Her mantra of “never playing small” is a lesson for anyone’s career.
Guest Bio
Renée Baker
Head of Private Client Group Advisor Inclusion Networks
Raymond James
...2021-12-2144 minThe Advantaged InvestorCOVID-19 Omicron – What We KnowChris Meekins, managing director, equity research at our parent firm Raymond James Financial joins host Chris Cooksey on the Advantaged Investor to discuss Covid-19 and the Omicron variant, including:
Covid – what’s the quick overview on where we stand globally in terms of spread etc.
Variants- is it surprise to see new variants?
What do we know about Omicron? Or even what don’t we know about the variant?
Is there real concern we are heading back towards where we were in March 2020?
2021-12-0311 minKingdom MindedEpisode: 71 Our Friend JamesA series of episodes dedicated to the life and legacy of James Wang a world changer. Todays episode Selina and I share our thoughts on James along with the Hammonds from Florida.
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Support this podcast: https://podcasters.spotify.com/pod/show/raymond-munoz/support2021-11-3059 min
The Advantaged InvestorLet’s Talk About TrustsDamian McGrath, Senior Trust Advisor with Raymond James Trust, joins host Chris Cooksey on the Advantaged Investor to discuss trusts, including:
1. What is a trust?
2. When should a person consider a testamentary trust?
3. What about lifetime trusts, when might these be used?
4. Is a trust about tax?
5. Who should be a trustee? 2021-11-1713 minThe Advantaged InvestorElder Care: Important Differences of Long Term Care Homes and Retirement HomesPortfolio Manager Neela White from the 3Macs division of Raymond James returns to the Advantaged Investor and joins host Chris Cooksey to further discuss elder care, concentrating on differences between long term care and retirement homes, things people should know and how the pandemic has affected things, including:
What is the difference between long term care and retirement homes?
Do you think that the pandemic affected seniors applying to long term care?
What should older adults and their adult children know?
What keeps you up at night when you think of aging?
2021-10-2721 minThe Advantaged InvestorThe Importance of Estate PlanningSenior Trust Advisor Damian McGrath from Raymond James Trust (Canada) joins The Advantaged Investor host Chris Cooksey to discuss the importance of estate planning, including:
- We often hear that problematic substance use not only impacts the individual suffering from addiction, but also has a ripple effect on society. What are the costs to society of problematic substance use?
- What is estate planning?
- What is probate
- What is it like being an executor?
— Who should I choose as my executor?
What about taxes how do...2021-09-2816 minThe Advantaged InvestorRaymond James Guided PortfoliosLarbi Moumni, senior equity specialist and portfolio manager, joins The Advantaged Investor to discuss Raymond James Guided Portfolios with host Chris Cooksey, including:
An overview and update of the Guided Portfolios.
A discussion on how these portfolios are managed – the multi-disciplined approach that underpins the investment process, and what a quality company is.
2021-08-2423 minThe Advantaged InvestorIncome ReplacementGreg Jizmayjan, one of Raymond James’s estate planning advisors, returns to The Advantaged Investor to discuss income replacement through insurance solutions with host Chris Cooksey, including: What your greatest asset? Isn’t life insurance more important? Where does employer provided group long term disability fit in? What about association plans like the Ontario Medical Association or professional engineers associations? Which one is more important to have: disability insurance or critical illness insurance? And, where’s a good place to start?2021-06-0516 minThe Advantaged InvestorFixed Income UpdateHarvey Libby, vice president, fixed income and currencies with Raymond James, joins The Advantaged Investor host Chris Cooksey to talk about fixed income, including the current state of fixed income markets, how inflation may affect things moving forward and what about rates? Are they going up?2021-05-1920 min
Owner Operated with Jonah PolloneBuilding trust with business owners with Melissa Herzog, FullCircle Private Wealth Management of Raymond JamesMelissa started Full Circle Private Wealth Management of Raymond James in 2019, after a career in investment banking and private equity. We talked about:The role of a wealth managerThe importance of building trust in small businessWhy wealth management goes far beyond investment managementWhen to hire a wealth managerThe team-based approach to providing advice to the business ownerWealth manager vs. a family officeFee-based vs. non-fee based wealth managementFactors to consider about selling a business to private equity---FullCircle Private Wealth of Raymond James: https://www.raymondjames.com/fullcircleprivatewealth/about-us---Subscribe...2021-05-0746 minThe Advantaged InvestorElder Abuse – More Common Than We Think, What to Look For and What Can We Do to Help?Neela White, portfolio manager with 3Macs, a division of Raymond James, joins The Advantaged Investor host Chris Cooksey to answer the following question about elder abuse; Post pandemic, do you feel that the focus on LTC has lost its shine?, Do you think that as a result of the pandemic, financial abuse has increased?, How do you recognized abuse, neglect and financial abuse? and What can you do? Neela also speaks from personal experience about her own worries as her parents aged in place.2021-05-0517 min
The Advantaged InvestorFederal Budget 2021Debbie Wong, vice president, tax consulting with the Raymond James Private Client Group, joins the Advantaged Investor podcast to discuss the 2021 federal budget.2021-04-2217 minThe Advantaged InvestorQ1 Review, Outlook For the Rest of 2021 and What About Inflation?Nadeem Kassam, head of investment strategy with the Raymond James Private Client Solutions group, joins The Advantaged Investor host Chris Cooksey to review the first quarter of 2021, provide an outlook for the remainder of the year and talk about inflation risks when there is so much central bank driven liquidity in the market.2021-04-2124 minThe Advantaged InvestorESG Investing – 2020 Year in Review and Looking Forward in 2021Chris Antony, investment specialist, fixed income with the Raymond James Private Client Solutions group, joins The Advantaged Investor host Chris Cooksey to discuss how environmental, social and governance investments performed in 2020 and what were some of the key trends it the space? How do large institutional investors, such as pension funds, view ESG? How are corporations embedding sustainability in their business models and what are their motivations? And what are the biggest ESG trends/catalysts expected in 2021?2021-04-0723 min
ESG Decoded PodcastPavel Molchanov of Raymond James: A Longtime Energy Analyst on ESG Raters, Reporting Frameworks, SPACs, and the UN Sustainable Development GoalsIn this episode Kaitlyn Allen (Global Affairs Associates President & CEO) is joined by Pavel Molchanov, a Director with Raymond James & Associates and an expert in Renewable Energy and Clean Technology with nearly two decades’ experience following energy at Raymond James. Pavel’s work spans all aspects of sustainability-themed technologies, including solar, wind, biofuels, electric vehicles, hydrogen, power storage, grid modernization, and water technology. Within the energy research team, he writes about the broader topics of geopolitical and regulatory issues, climate change, and ESG investing.
Kaitlyn and Pavel explore the topic of ESG rating/ranking tools to measure an or...2021-03-2738 minThe Advantaged InvestorLife Insurance: The BasicsGreg Jizmejian, estate planning advisor, Raymond James Financial Planning, joins The Advantaged Investor host Chris Cooksey to answer common questions about life insurance including; how much is appropriate, are you ever too young or too old, what is the right type for you and how past health issues can affect coverage.2021-03-2319 minThe Advantaged InvestorThe Importance of Goals, Biases and Themes in Portfolio ConstructionRaymond James’ Spencer Barnes, associate vice president, mutual fund and ETF strategy, joins The Advantaged Investor host Chris Cooksey to discuss setting goals, some of the human biases that investors should be aware of and investment themes that are important to investment portfolio construction.2021-03-1042 min
The Beginner Photography Podcast241: James Patrick - 500 Magazine Covers Later: The Photography Lessons LearnedJames Patrick is a Phoenix AZ-based commercial and fitness photographer. He has shot more than 500 magazine covers and today we break down what makes a cover photo unique and how to capture the concept.Episode Timeline:James narrates how he began his photography career.What was the main source of your photography education?How do you handle the concern that someone may take your photography style and compete with you after teaching them?What is the job description of a Fitness Photographer and how did you get into it?From a technical standpoint, what...2021-03-091h 16
The Litpoetry Podcast’In Love with Raymond Chandler’ by Margaret Atwood: (The Litpoetry Podcast Season 1, Episode 7)This podcast contains a reading of Margaret Atwood’s, ‘In Love with Raymond Chandler’ and a close analysis of the poem. This podcast is copyrighted, © James Laidler (Litpoetry) Poem Recital by the extraordinary Voice Over Artist, Lucy Freeman. Featured Poem: Margaret Atwood’s, ‘In Love with Raymond Chandler’ https://www.poeticous.com/margaret-atwood/in-love-with-raymond-chandler
Music Backing Tracks used in Video Production: ‘Covert Affair’ and ‘Just as soon’ by Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 All other tracks used are licensed to Litpoetry through www.musicbed.com and include: 'You are Mine’ (feat. Holly Maher) by Secret Nation.2021-02-2519 minMarkets in FocusFiscal stimulus… forever?2021 brought back talk of possible rising interest rates and inflation. Equity markets seem to reach new highs just about every day while questions are arising around the traditional safety of bonds. Matt Orton, CFA, Director and Portfolio Specialist at Carillon Tower Advisers, is joined by Portfolio Managers James Camp, CFA, and Brad Erwin, CFA, of Eagle Asset Management, to analyze the potential opportunities for investors focused on income.2021-02-2526 minThe Advantaged InvestorWhat’s New For the 2020 Tax Year (Feb 2021)Debbie Wong, Raymond James’ vice president, tax consulting, joins The Advantaged Investor host Chris Cooksey to review some important items that tax filers should know before filing their 2020 tax returns, and the importance of tax planning throughout the year.2021-02-2418 min
Gwinnett Business RadioMaxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with InsperityMaxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. […]
The post Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity appeared first on Business RadioX ®.2021-02-1839 min
Gwinnett Business RadioMaxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with InsperityMaxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. [...]2021-02-1839 min
Gwinnett Business RadioMaxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with InsperityMaxwell Wolk/Raymond James When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions. They needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 8,200 financial advisors in the United States, Canada and overseas. […]
The post Maxwell Wolk with Raymond James and Nancy Herrington & Sarah Senior with Insperity appeared first on Business RadioX ®.2021-02-1800 min
Private Equity Fast PitchMarshall Adkins, Raymond JamesEpisode 71 features Marshall Adkins, a Managing Director and Head of Energy Investment Banking at Raymond James. Marshall gives us great insight into what to expect in the energy markets for next few years, as well as the leading indicators that suggest the energy space will be an attractive place to focus your attention. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research for 25 years and focused on oilfield services and products. Prior to...2021-02-1236 minThe Advantaged InvestorViews On the Equity Market (Feb 2021)Nadeem Kassam, senior equity specialist, from the Raymond James PCS Investment Strategy team, joins The Advantaged Investor host Chris Cooksey to provide an insight into where equity markets are and where they may be going.2021-02-1021 min
The Advantaged InvestorThe Importance of Trust ServicesJennifer Hodgson, Chief Executive Officer of Raymond James Trust (Canada) and Raymond James Trust (Quebec) Ltd, speaks with The Advantaged Investor host Chris Cooksey about the importance of trust services.2021-01-2514 min
Can You Hold My Attention? The Derek Bruton PodcastEpisode 2 – Elizabeth Nesvold of Raymond JamesI really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our industry. Liz provided some astute insight into this booming landscape, as well as to how financial advisors are turning … Continue reading Episode 2 – Elizabeth Nesvold of Raymond James →2020-12-1729 min
Rainmakers: featuring business development's eliteInterview with Ken Grider, Managing Director and Head of Investment Banking Business Development for Raymond JamesCarl Grant interviews Ken Grider, who is head of investment banking business development at Raymond James, a large financial services company based near Tampa, FL. His primary responsibilities include managing business development for the investment bank and financial sponsor coverage. In this capacity, focus is placed on identifying and vetting transaction opportunities sourced directly from company contacts, legal, accounting, & other professional organizations, along with Raymond James’ more than 7,600 financial advisors. Additional focus is placed on identifying outbound referral opportunities for both our professional service partners and platform or bolt-on investment opportunities for private equity firms. A second function is th...2020-10-0316 min
Ageless and Timeless with Michele HughesFred is the Founder and Managing Partner of Lane Generational of Raymond JamesFred is the Founder and Managing Partner of Lane Generational of Raymond James. Lane Generational designs and manages customized investment portfolios for the specific requirements of individuals, families, trusts, foundations and institutions. Fred was formerly Vice Chairman, Investment Banking, Raymond James & Associates. Previously, Mr. Lane was Chairman, CEO and Founder of Lane, Berry & Co. International until Lane Berry’s acquisition by Raymond James in May, 2009. Prior to that, Mr. Lane was a Managing Director and Principal of Donaldson, Lufkin & Jenrette, as well as of Credit Suisse First Boston upon CSFB’s acquisition of DLJ in 2000.2020-05-1955 min
Mindy Diamond on Independence: A Podcast for Financial Advisors Considering ChangeAdvisor as Client: The Raymond James Model of Supported IndependenceA conversation with Jodi Perry, President of Raymond James Financial Services Independent Contractor Division
Regional firms have been on a hiring tear in recent years, and no surprise: The model provides independent-minded advisors an opportunity to realize their entrepreneurial dreams, but with the scaffolding and support they’ve become accustomed to. It’s a formula that is well-aligned with a changing advisor mindset, positioning these firms for even higher levels of growth in the coming years.
One such firm, Raymond James, has been at the top of their game in recent years, with a multi-channel association that’s resona...2020-02-1339 min
Private Equity Fast PitchMarshall Adkins, Raymond JamesMarshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Marshall Adkins joined Raymond James in 1995 and serves as the head of the firm’s Energy Investment Banking practice. Prior to this role, Mr. Adkins served as the director of Energy Research and focused on oilfield services and products. Prior to Raymond James, he spent 10 years in the oilfield services industry as a project manager, corporate financial analyst, sales manager, and engineer. He holds a B.S. degree in petroleum engineering and an MBA from...2020-02-0739 min
Unlocking InnovationListening Tours and the Importance of Closing the Feedback Loop with Kim Jenson of Raymond JamesRaymond James – Raymond James’ COO, Kim Jenson, makes a point of taking “listening tours” and being where the action is. Her […]2019-11-2200 min
Main Street Banking: A Podcast for Community BankersCECL Preparation: Moody's Analytics and Raymond JamesWe're circling back to CECL. There's been some changes to the implementation of the standard that need discussing, but we also wanted to add a fresh perspective on the preparation. One of the things that came out in this conversation is the quality of the data that will be needed. Yes, that data may be more expensive, but there's a lot to be said for knowing your loan portfolio's data better than you currently do. The silver lining to this cloud is that the data we will have to collect will also benefit our marketing efforts.
From Raymond James, we have...2019-09-1128 min
Great Things Tampa Bay1812 (BOOM) Overture at (BOOM BOOM) Raymond James StadiumListen as The Florida Orchestra performs the 1812 Overture at Symphony Under the Starts 2019 at Raymond James Stadium. Featuring actual cannon fire! It's not going to be the same hearing this performed in the Straz! I was invited to attend Symphony Under the Stars by some dear friends of mine. And while the Florida Orchestra performed numerous tunes with a pirate theme (Including the Theme from Pirates of the Carribean and Hook!) the start of the show and most anticipated was certainly the 1812 Overture. The 1812 Overture is know for a few things.2019-07-1709 min
Options Insider Special EventsTALKING ADVISORS AND OPTIONS WITH RAYMOND JAMESTALKING ADVISORS AND OPTIONS WITH RAYMOND JAMES Our guest for this episode is Gary Franklin, VP - Retail Options Trading and Strategies for Raymond James. Mark and Gary discuss: Overall options penetrations with advisors - is it growing or shrinking? What is the level of options interest at Raymond James? The challenges of finding liquidity for clients in the options market. The options wish list for advisors. And much more... 2019-05-2225 min
Options Insider Radio InterviewsTALKING ADVISORS AND OPTIONS WITH RAYMOND JAMESTALKING ADVISORS AND OPTIONS WITH RAYMOND JAMESOur guest for this episode is Gary Franklin, VP - Retail Options Trading and Strategies for Raymond James. Mark and Gary discuss: Overall options penetrations with advisors - is it growing or shrinking? What is the level of options interest at Raymond James? The challenges of finding liquidity for clients in the options market. The options wish list for advisors. And much more... 2019-05-2125 min
Options Insider Radio InterviewsOptions Insider Radio Interviews: Talking Options with Raymond JamesIn this episode, Mark is live at the 2018 Options Industry Conference where he caught up with Gary Franklin, Vice President of Retail Options Trading and Strategies at Raymond James. They discuss: What brought Raymond James to the Options Industry Conference? The evolution of interest in options for advisors Clients driving demand for options growth Demystifying options How has the increase in volatility impacted their clients? And more... 2018-05-0724 min
The Beginner Photography Podcast058: James Wheeler - Making Photography A Profitable Hobby James Wheeler has been photographing his life and travels with his family for years and discovered the process of uploading his photos to several websites can be time consuming and boring. He is the a co-founder of Photerloo, a social media management tool for photographers and you can find him and his photos photos on most photography and social media site, all the links are available from his website Souvenirpixels. What you'll learn in this episode: What pushed James to purchase his first camera Why Traveling is so important to James Some of James's favorite photography courses that taught him so mu...2017-05-0840 min
RIAcastEpisode 10: Interview with Bill Van Law, President of Raymond James' Investment Advisors DivisionOn this episode, we have an insightful conversation with Bill Van Law, President of Raymond James’ Investment Advisors Division. Bill and Matt discuss, among other things: Bill's vision as President of Raymond James’ Investment Advisors Division * The top bases for existing RIAs transitioning custodians to Raymond James * Common thinking in the investment advisor space that Bill thinks is wrong * Bill’s general advice to breakaway advisors * How RIAs can compete with wirehouses providing significant transition packages * Bill's passion for aviation2017-02-0824 min