Asset Management Podcasts

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1
Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

384

742

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Allocator and asset management expert, Ted Seides, conducts in-depth interviews with leaders in the institutional investing industry. Guests include Chief Investment Officers from leading allocators, asset managers, strategists, thought leaders, and many more. Our mission is to learn, share, and help implement the process of premier investors. Learn more and join our community at capitalallocators.com.

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Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

137

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2d ago2d ago

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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

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Sawgrass Market Musings

Advisors Asset Management, Inc.

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25d ago3w ago

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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.

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Robeco Asset Management Podcast

Robeco

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23d ago3w ago

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This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.

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Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations

Eptura™

171

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1d ago1d ago

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The "Asset Champion Podcast" offers candid conversations with some of the industry's most successful asset management leaders. In each 20-minute episode, host Mike Petrusky talks with guests about emerging trends in asset management for fleet, construction, manufacturing, and facilities. You'll discover best practices that will help you streamline your preventive maintenance, work orders, inventory, inspections, and more. You'll also get to know each guest on a more personal level and hear t ...

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Podcasts Archives - Revere Asset Management

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

195

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PodcastsThe Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.

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Revere Asset Management - Your Money

Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates

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The Your Money Radio Show, a summary of the past week’s stock market action and breakdown of all the news that the team at Revere Asset Management is following to help you understand the economy and the investment strategies we use to help our clients.

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Fully Invested

Ropes & Gray LLP

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5d ago5d ago

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A RopesTalk podcast series from Ropes & Gray’s global asset management team that draws on the perspectives of attorneys from all areas of the firm’s broad, integrated practice, and provides insight into essential considerations associated with current and emerging asset management products.

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PineBridge Investments Insights Podcast

PineBridge Investments

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9d ago1w ago

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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.

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Investment Management Operations

Ted Seides – Allocator and Asset Management Expert

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11d ago1w ago

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Discover how investment organizations are run from the industry’s top operating partners. We dive into the business of investment management by exploring functional areas across operations, investor relations, legal, finance, and technology. Key stakeholders provide insight on the business today and look to what the future may hold for capital allocators and their investment partners. Longtime operator, Scott MacDonald, hosts in-depth interviews with key non-investment principals across publ ...

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Compak Market Wrap

Moe Ansari

199

300

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Compak Market Wrap is a weekly program featuring a detailed analysis of the days news from Wall Street and around the world. You can count on each program to have detailed technical and fundamental analysis as well as forecasts for the future. You can learn more about MarketWrap and Moe Ansari on the web at www.Compak.com/media.

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Far From The Finishing Post

Troy Asset Management

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17d ago2w ago

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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevan ...

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Keeping it Simple with Simplify Asset Management

Simplify Asset Management

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2M ago6w ago

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Simplify offers innovative options-based strategies to help build better portfolios. Tune in for insights from our Keeping it Simple series for conversations with industry leaders as they discuss events that shape today's markets. For more information, visit us at simplify.us or email [email protected].

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Algy's Investment Podcast

Algy Smith-Maxwell

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18d ago2w ago

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Expert investment insight from the people who know how to handle money. In this series, Algy Smith-Maxwell talks to some of the leading minds in asset management and investing on topics including compound interest, value investing, macroeconomics, US equities and the technology sector. Guests includeTerry Smith, Anthony Bolton, William De Gale, Ben Whitmore, James Findlay, Roger Bootle. Disclaimer All content on Algy’s Investment Podcast is for your general information and use only and is no ...

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Making Billions: The Private Equity Podcast for Fund Managers, Alternative Asset Managers, and Venture Capital Investors

Ryan Miller

187

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5d ago5d ago

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Thanks for listening to another episode of Making Billions with Ryan Miller: The Private Equity Podcast for Fund Managers, Startup Founders, and Venture Capital Investors. This show covers topics connecting you to some of the best investment funds that won in their industry—from making money and motivation to alternative investments, fund managers, entrepreneurs, investors, innovators, capital raisers, money mavericks, and industry titans. If you want to start a business, understand investme ...

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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Frank Oliver

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2d ago2d ago

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Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...

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Center For Investment Excellence

J.P. Morgan Asset Management

179

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2d ago2d ago

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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

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The Wrench Factor

MaintainX

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10d ago1w ago

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Welcome to The Wrench Factor, where we explore the technologies and innovations shaping the future of industrial asset management. In each episode, we dive into the biggest challenges facing frontline professionals, sharing real-world insights and practical strategies to help teams achieve best-in-class operations. From AI to asset reliability, we're talking about what matters most—right from the field. If you have an idea for a future topic, send your suggestion here: [email protected] ...

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MAGELLAN - In The Know

Magellan Asset Management

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5d ago5d ago

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’In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan Investment Partners as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macr ...

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Genius Loves Company

Rockefeller Capital Management

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8d ago1w ago

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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...

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L&G Talks Asset Management

L&G

380

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2d ago2d ago

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimis ...

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Smart Real Estate by Westcliff

Westcliff Asset Management Inc

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2d ago2d ago

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Welcome to ”Smart Real Estate with Westcliff,” where expert insights meet strategic investing. Join hosts Addy Saeed and Kaz Jaffer, seasoned advisors and investors, as they uncover the nuances of the real estate market and provide actionable advice for every level of investor. At Westcliff Asset Management, we don’t just manage investments; we educate and empower our investors. Each episode dives deep into key topics like market trends, investment strategies, and asset management, deliverin ...

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The Alternative Data Podcast

Mark Fleming-Williams

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5d ago5d ago

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On this show we reveal some of the latest developments in the fast-growing Alternative Data sector. Satellite imaging, news-crawling, credit card data... and many more fresh new data sources are increasingly being used by investors to gain a competitive edge when making market decisions. We speak to data providers, asset managers, and anyone else in the sector to better understand this dynamic phenomenon. For more of an introduction to Alternative Data and its past, present and future, pleas ...

1251
Double Take By BNY Investments Newton

Newton Investment Management North America LLC

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3d ago3d ago

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Stay up to date on key topics influencing the world of investing. We pair industry experts with BNY Investments Newton’s investigative research professionals to discuss top-of-mind issues shaping the economic landscape. The podcast is intended for investment professionals only and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored and the views expressed are those of the presenters at the time of ...

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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Michael Sidgmore

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9d ago1w ago

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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...

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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

305

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3d ago3d ago

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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership

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Forthlane Features: Conversations on Global Wealth and Asset Management

Forthlane Partners, Stories and Strategies

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1M ago4w ago

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Forthlane Features is the premier podcast for high-net-worth individuals and families, family offices, and their trusted advisors. This podcast brings listeners direct access to the global experts and institutions across the wealth and asset management landscape, offering insights into sophisticated, institutional-grade capital allocation, alternative asset classes, and beyond. Through conversations with top-tier investment managers and advisors to high-net-worth clients, listeners gain acce ...

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Resonanz Spotlight

Vincent Weber

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22d ago3w ago

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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.

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Deal Flow Friday

David Moghavem

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1d ago1d ago

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Every Friday, join us as we dive into the latest in real estate multifamily with David Moghavem, Head of East Coast Acquisitions at Trion Properties. David invites top experts who know the ins, outs, and trends shaping the real estate multifamily market across the nation! Whether you’re a seasoned investor or just curious about where the next big opportunity might be, Deal Flow Friday brings you the weekly inside scoop on what’s hot, what’s not, and what to watch for in today’s ever-evolving ...

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BISA Portfolio Podcast

Bank Insurance and Securities Association

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2M ago7w ago

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A look at issues affecting the bank and insurance securities community

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Pay or Quit

Shawn Austin Johnson

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5d ago5d ago

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the podcast for entrepreneurs and business owners ready to face the raw truth of what it takes to succeed. Host Shawn Austin Johnson goes beyond polished success stories to explore the real, often messy, and challenging aspects of business ownership. This podcast is for those who feel isolated in their entrepreneurial journey, battle imposter syndrome, or face burnout. Shawn offers candid insights and isn't afraid to tackle tough conversations on what truly matters in business. Expect in-dep ...

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Masters in Business

Bloomberg

20k

712

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1d ago1d ago

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Barry Ritholtz speaks with the people that shape markets, investing and business.

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Advisor Talk with Frank LaRosa

Elite Consulting Partners

301

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2d ago2d ago

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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...

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Talking Tuesdays with Fancy Quant

Dimitri Bianco

129

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5d ago5d ago

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The Talking Tuesdays Podcast is all about quantitative topics but mainly focused around quantitative finance, data science, machine learning, career development, and technical topics. Join me for some insight from a risk management professional on how the industry works and how to break in!

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Exchanges

Goldman Sachs

584

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2d ago2d ago

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In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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MI Talk

ISS Market Intelligence

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10d ago1w ago

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MI Talk, a podcast series brought to you by ISS Market Intelligence (MI), delivers global coverage of developments in the asset management, wealth management, insurance, and distribution industries. Each episode features ISS MI’s experts in conversation about topical issues, trends, and developments that are shaping the market intelligence landscape, specifically, and global financial services industry more broadly.

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Advisor Success Series

Freedom Investment Management, Inc.

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9d ago1w ago

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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...

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Resolve Riffs Investment Podcast

ReSolve Asset Management

244

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1M ago5w ago

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Welcome to ReSolve Riffs Investment Podcast, hosted by the team at ReSolve Global*, where evidence inspires confidence. These podcasts will dig deep to uncover investment truths and life hacks you won’t find in the mainstream media, covering topics that appeal to left-brained robots, right-brained poets and everyone in between. In this show we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach ex ...

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1st Fusion Asset Management's Podcast

1st Fusion Asset Management

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10y ago10y ago

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1
Transcript – Another DAM Podcast

Henrik de Gyor

148

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2+ y ago2+ y ago

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Audio about Digital Asset Management

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The Asset Podcast

The Asset Magazine

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5y ago5y ago

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Asset Publishing and Research Ltd. is an integrated multi-media company serving the elite community of leading corporate and financial decision-makers in Asia.

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NAM - Stay Alert

Nordea Asset Management

217

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1+ y ago1+ y ago

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Welcome to Nordea Asset Management's Stay Alert podcasts.

show series

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Low-Risk Entries – Growth Stock Openings on Don’s IBD Live | Your Money Podcast Ep. 568

23h ago

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Ep. 163: "Take a Chance" – A Time of Rapid Change and Innovation in Asset and Facility Management with Colette Temmink of Voxel 21:15

2d ago21:15

21:15

Colette Temmink is a corporate real estate, facilities and operations leader at Voxel committed to making a positive impact championing safe, efficient and sustainable workplace technology. Mike Petrusky asks Colette about how asset and facility management has evolved from a purely tactical focus to a more strategic and technology-oriented professi…

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Are Two Financial Advisors Too Many? 10:07

2d ago10:07

10:07

Some people believe having two financial advisors means double the wisdom. But could it really mean double the problems? Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion. Do more voices mean more value? Tune in as we discuss that idea today! Here’s w…

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384: Buyout 2.0: Back to basics 13:19

2d ago13:19

13:19

Our Head of Solutions Distribution joins the podcast to share our latest endgame thinking for DB schemes. It won’t have escaped DB clients’ attention that there’s recently been significant talk of surplus extraction. However, we strongly believe it’s important not to lose sight of the reason we’re here in the first place: to help schemes meet their…

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AI in Hedge Funds and Asset Management - Michael Watson 1:07:01

4d ago1:07:01

1:07:01

Send us a text I had a blast taking to Michael Watson who is the founder and CEO of Hedgineer. "AI is the future. But not everyone is prepared for it. To effectively integrate AI into a company, it needs an organized, thorough, and secure inventory of data. Without one, every AI implementation remains incomplete because it only has access to a subs…

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Why Private Equity CEOs Fail and How to Destroy Them All in 100 Days 8:20

6d ago8:20

8:20

Send us a text "RAISE CAPITAL LIKE A LEGEND: https://go.fundraisecapital.co" Here is the truth: most Private Equity CEOs fail within their first 18 months. It is not a test of intelligence; it is a test of speed to value and execution. The first 100 days are the make-or-break period where a new CEO proves their fitness, secures board alignment, and…

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The Rise of CITs – Why They’re a Compelling Path for Asset Managers Entering the 401(k) Plan and Retail Markets 14:17

19d ago14:17

14:17

On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice, discuss collective investment trusts (CITs) as a compelling strategy for raising and investing money for asset managers. Due to their potential to tap into large su…

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PGIM's Phil Waldeck - the intersection of insurance and asset management 40:03

19d ago40:03

40:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career. We sat down in Prudential’s Newark studio with PGIM’s Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B…

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Reports of the death of ESG investing are greatly exaggerated 27:54

23d ago27:54

27:54

There is talk of ESG fatigue – at least in some parts of the world – and concerns about how shareholder rights are evolving. There's also fresh thinking about the role of defense spending in sustainable portfolios. Tune in to our latest podcast episode where Carola van Lamoen and Rachel Whittaker discuss the state of sustainable investing.…

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[REPLAY] Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210) 51:26

26d ago51:26

51:26

Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year was named one of the leading …

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BNY's Jose Minaya on How AI Is Transforming Asset Management 56:33

30d ago56:33

56:33

Barry speaks with Jose Minaya, global head of BNY Investments and Wealth. In this episode, Jose and Barry discuss his career buy-side trading, investing in the alternatives space. The also discuss the changes blockchain and AI are bringing to asset management. See omnystudio.com/listener for privacy information.…

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Low-Risk Entries – Growth Stock Openings on Don’s IBD Live | Your Money Podcast Ep. 568

1d ago

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Sustainable Investing Focused Session – Episode 7 3:30

1d ago3:30

3:30

Unlock the Value of ESG: Sustainable Real Estate Investing Explained Discover the secret behind real estate assets that attract premium tenants, favorable financing, and faster exit opportunities. In this episode, hosts Addy Saeed and Kaz Jaffer of Smart Real Estate with Westcliff dive into the importance of ESG (Environmental, Social, and Governan…

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What Went Wrong in Great Financial Crisis Stimulus with Reporter Jon Hilsenrath 1:32:08

2d ago1:32:08

1:32:08

Barry speaks with Jon Hilsenrath, founder of Serpa Pinto Advisory. They discuss Jon's career at the Wall Street Journal as a reporter, earning him the title of "Fed Whisperer," and the response to the Great Financial Crisis. They also discussed his belief the US is undergoing the post-industrial economic revolution. See omnystudio.com/listener for …

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LTCMA’s 30th Anniversary: Shifting landscapes and silver linings 22:12

1d ago22:12

22:12

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year’s publication, including the proj…

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Multifamily Market Monologue: David Moghavem 40:49

2d ago40:49

40:49

In this special solo episode of Deal Flow Friday, David Moghavem delivers a wide-angle “multi-market monologue,” offering a real-time pulse check on the multifamily landscape as 2025 comes to a close. He unpacks how Jerome Powell’s decision to end the Fed’s balance sheet runoff marks a key pivot from quantitative tightening to easing liquidity, and…

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Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff 39:13

1d ago39:13

39:13

Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across different market cycles, and where he sees opportunities in the alternative investing landscape. This episode was recorded on October 20, 2025. The opinions and views expressed herein are as of the date …

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Alternative Realities: Stadiums, teams and private equity in sports 21:21

2d ago21:21

21:21

Watch the video version on YouTube. Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. With capital pouring into sports franchises and valuations clim…

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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking (Part 3) 1:21:49

3d ago1:21:49

1:21:49

Across the conversation, the panel digs into: • What IBex (Institute for Business Owner Excellence) and the Masterclass actually teach - and how “learning the language” opens doors with business owners and COIs. • Why being early matters: profiling, asking better questions, and hosting local business-owner events that generate real pipeline. • Mult…

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At The Money: Monetizing Dirt 16:55

4d ago16:55

16:55

Land is more than just a place to build a house, commercial building or farm. Real assets can be monetized through Mineral and gas rights, solar and wind, recreation, even AI. Brandon Zick is Chief Investment Officer of Ceres Farmland Fund (now part of Wisdom Tree); they own and manage about $2 billion in agricultural land assets. Each week, “At th…

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To FICO or Not to FICO 35:10

3d ago35:10

35:10

After decades as the standard for creditworthiness and mortgage‐backed securities pricing, FICO faces new competition. Robert Zimmer, Director of External Affairs at Community Home Lenders of America, Inc., joins Double Take to answer the questions lenders and investors are asking about risk, pricing, and market stability in the mortgage lending in…

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How Female Entrepreneurs Can Grow from Startup to £100k+ 48:06

4d ago48:06

48:06

Key Topics Covered 1. Sarah’s Journey: From Corporate to Entrepreneur Why Sarah left a successful sales career for a life of freedom and travel. The importance of building a business around personal values—especially freedom. How the COVID-19 lockdown was a catalyst for launching She Scales. 2. Making the Leap: Advice for Aspiring Entrepreneurs Don…

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Gold, Oil, and Rare Earths: Commodities on the Move 12:58

4d ago12:58

12:58

With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolios today. This episode was recorded on October 27, 2025. The opinions and views expressed herein are as of the date of publication, subject to change w…

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From search to answers: How AI is changing the game 25:25

5d ago25:25

25:25

How is generative Artificial Intelligence impacting online search tools, and what does the future of search look like? That’s the focus of conversation between Elisa Di Marco, Investment Director and Analyst and Portfolio Manager Casey McLean. Elisa and Casey unpack the shift from traditional search engines to AI-powered “answer engines” such as Go…

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Flying to the Moon 32:57

5d ago32:57

32:57

Join Moe and Javaid as they analyze the market essentials for the week. What are some of the key indicators to look out for this week? Trump placed a tariff on Canada over the weekend, what does this mean for the markets? US & Global equities keep making new highs, are we flying to the moon or into the sun? Listen now to get the latest!…

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Key Features and Developments in ‘34 Act Funds 16:03

5d ago16:03

16:03

In this episode of Ropes & Gray’s Fully Invested podcast series, asset management partner Jessica Marlin and capital markets counsel Marc Rotter discuss the rise of ‘34 Act funds and what sets them apart in today’s investment landscape. The conversation explores how these unique vehicles are expanding opportunities for asset managers and investors,…

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What Does Social Media and Monopoly have in Common? | Barrett Freeman 30:19

5d ago30:19

30:19

Send us a text Building and Leveraging Social Media for Real Estate Success - "I control 8% of all Facebook Traffic in Kentucky" In this episode, Barrett Freeman, an insurance attorney, property manager, and avid real estate investor, shares insights on building a robust social media presence for real estate ventures. Barrett explains how he acquir…

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Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467) 58:11

6d ago58:11

58:11

Mike Trigg and Sanjay Ayer are Portfolio Managers at WCM Investment Management, a $120 billion investor in growth stocks, where Mike also serves as Co-CEO. I've had the opportunity to chronicle the growth of WCM over the years in conversations with Paul Black, Mike, Sanjay, and other members of the team. Paul first joined the show in 2018 when WCM …

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Unlocking Hidden Value: How Financial Advisors Can Leverage Investment Banking – with Ken Grider of Raymond James (Part 2) 40:04

6d ago40:04

40:04

Key Chapters 0:00 –From concept to execution of Raymond James’ advisor-banker model 3:45 – The IBex program: turning education into action 8:20 – The Masterclass series and year-long learning model 13:00 – Building confidence and credibility with business owners 18:40 – How advisors are rebranding and hosting Business Owner Summits 24:10 – Case stu…

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[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227) 1:04:35

6d ago1:04:35

1:04:35

Paul Black and Mike Trigg from WCM Investment Management are both past guests on the show who have taken an investment philosophy focused on culture and moat trajectory to turn a once struggling boutique into a $100 billion powerhouse. Paul came on the show a few years ago when WCM had quietly grown to $25 billion in assets, and Mike joined a year …

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[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) 56:03

6d ago56:03

56:03

Paul Black is Co-CEO and portfolio manager at WCM Investment Management, a $26 billion manager of global equities that he joined when it was a $200 million boutique in 1989. With so much of the institutional world, including my own training, focused on value investing, I was pleasantly surprised to learn about a large, high performing growth stock …

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The Vlad Johnson Episode 55:19

6d ago55:19

55:19

In this episode I speak to Vlad Johnson, who works in systematic futures at Eisler Capital, a hedge fund. In our conversation, Vlad and I discuss the technological gap between baseball analytics and Wall Street, how he is able to use weather data without being a weather man, whether AI can replace him and what a data provider should bear in mind ab…

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Market Cycles and Investment Strategy With Charles Schwab's Liz Ann Sonders 1:10:43

8d ago1:10:43

1:10:43

Barry speaks with Liz Ann Sonders, chief investment strategist at Charles Schwab. Liz Ann focuses on the entire economy. She’s also the cohost of the On Investing podcast and a keynote speaker at numerous company and industry conferences. Liz Ann and Barry discuss her investment experience, working with Charles Schwab, and market cycles. See omnyst…

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Crushing Wednesday’s Shakeout – AI & China’s Grotection Potential | Your Money Podcast Ep. 567

8d ago

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Crushing Wednesday’s Shakeout – AI & China’s Grotection Potential | Your Money Podcast Ep. 567

8d ago

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Ryan Christine Coulson: From Law to Wealth Strategy – Listening Deeply, Leading Thoughtfully 36:06

9d ago36:06

36:06

In the latest episode of Genius Loves Company, Laura Esposito, Head of Enterprise Client Coverage at Rockefeller, sits down with Ryan Christine Coulson, Senior Wealth Strategist at Rockefeller Capital Management. In this wide-ranging conversation, Ryan shares her journey from law school to wealth strategy, reflecting on how her upbringing in a dive…

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What’s next for consumer markets? 30:15

8d ago30:15

30:15

Watch the video version on YouTube. Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their strategies for long-term success. Discover how multi-asset research teams at J.P. Morgan Asset Management approach asset allocation in a rapidly changing environmen…