CFP Manufacturing Portfolio Management 
Bell Investment Advisors
JUNE 29, 2023
I’m joined here today by Ryan Kelley, Lead Portfolio Manager and Research Analyst for Bell. Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. 0:17 Ryan Kelley: Thanks.
Sara Grillo
SEPTEMBER 26, 2022
In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?
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Sara Grillo
NOVEMBER 14, 2022
Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfolio management system, wrap-able products, etc. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. Are commissions bad?
The Big Picture
MAY 21, 2024
They eventually get a CFP and they go to the advisory side. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. Whereas in 1980, 70% of it was manufacturing asset intensive, et cetera. That that works for them.
The Better Letter
JANUARY 11, 2024
For example, if, say five years ago, you knew that there would be a global pandemic and that Pfizer would be the leading manufacturer of a vaccine to deal with the virus that would generate sales of over $70 billion in 2021-22, I’m guessing you’d eagerly bet that Pfizer would outperform the market. The funniest.
The Big Picture
DECEMBER 17, 2024
Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.
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