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This week, I speak with Christine Phillpotts , PortfolioManager for Ariel Investment s emerging markets value strategies. Previously, she spent 10 years at AllianceBernstein as PortfolioManager and Senior Research analyst in emerging markets. She also covers all sectors in Africa.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He is the portfoliomanager of the Return Stacked ETF Suite, manging 800 million in ETF assets. All of our earlier podcasts on your favorite pod hosts can be found here.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Christine Phillpotts , PortfolioManager at Ariel Investments. She manages Ariels Emerging Markets Value strategies.
Naomi Win Orion Wealth Management EDGE WealthTech Our Technology Columnists Takeaways from Wealth Management EDGE Tech Takeaways from Wealth Management EDGE Jun 20, 2025 WealthTech The WealthStack Podcast: The Future of Personalized PortfolioManagement with Govinda Quish The WealthStack Podcast: The Future of Personalized PortfolioManagement with (..)
We discuss her extensive and diverse career, which saw her as Head of Thematic Strategy and a portfoliomanager for the Global Allocation Fund at BlackRock , and stops at JP Morgan, Bank of America Merrill Lynch, Moore Capital and Morgan Stanley in senior investment positions.
He reminded attendees that saving their data, their daily downloads, can serve as an insurance policy of sorts for their performance data, a good reminder in light of Morningstar’s February announcement that it is shutting down Office and its consequences for many advisors.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfoliomanagement, into areas like estate and tax planning.
From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfoliomanagement systems. But those connections are brittle, proprietary and sometimes dependent on manual intervention.
Reporting & PortfolioManagement: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfoliomanagement system.
Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & PortfolioManagement: Tamarac / Envestnet and Addepar Wealthspire 2.0, The screens are simple, clean and raising the most important things to my eyes.’ I have a handful of stories like that. again, is about looking at the full technology stack.
This week, I speak with John Montgomery , CEO, Founder and PortfolioManager of Bridgeway Capital Management. His responsibilities include the firms strategic direction, investment management and risk oversight, portfoliomanagement, and mentoring. billion in 2017).
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Brian Hurst founder and CIO of ClearAlpha , a multi strategy hedge fund managing $1 billion in client assets.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 01:04:39 [Speaker Changed] I think it was the Journal of PortfolioManagement. The transcript from this weeks, MiB: Jonathan Clements on Why Dying is Hard Work , is below.
We can imagine getting to artificial life, downloading and uploading a human mind. William Priest, chairman, co-chief investment officer, and a portfoliomanager at TD Epoch, picked Meta (+66 percent), which handily beat the S&P 500, but his other four picks did not. He calls her up from a graffiti-marred payphone.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The transcript from this weeks, MiB: Lisa Shalett, CIO Morgan Stanley , is below. 01:06:11 [Speaker Changed] Yeah, so, and people hate when, when I say this ’cause it belies the, the path that I took.
The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. How do you manage around that 00:38:22 [Speaker Changed] As a disciplined investment shop?
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So our analysts and our firm are as important as our portfoliomanagers. 00:24:18 It’s not necessarily as track to portfoliomanagement.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The transcript from this weeks MiB: Karin Risi, Vanguards Chief of Strategy & Product , is below.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfoliomanagement.
Prior to founding ClearAlpha, Brian spent 21 years at AQR Capital Management as a portfoliomanager, researcher, head of trading, and the firm’s first non-founding Partner. As a senior portfoliomanager, he was in charge of over $15 billion in hedge fund assets.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Not only do the aerial employees, a majority of aerial employees, compensation is tied to stock, it’s also tied to the performance of you, the strategies you’re responsible for managing.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And it gives us a batting average so we can understand is a portfoliomanager winning more ideas than they lose.
She became Senior PortfolioManager for PGIM Real Estate’s flagship core equity real estate fund. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. She began working as an analyst for a Real Estate Syndicator before moving on to PGIM.
Norton’s responsibilities include equity, alternative and fixed income research, asset allocation, and portfoliomanagement. We discuss how her career evolved from an economist covering PPI at BLS to an analyst at Morningstar to a portfoliomanager to CIO.
The average portfoliomanager is driven by emotion and mood and while they talk the value investing talk, in the end they are people who are still judged on a quarterly basis. You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg.
His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. Seides is a CFA charterholder and has an MBA from Harvard Business School.
This week, we speak with Brian Higgins , co-founder, managing partner and co-portfoliomanager of King Street. He is chair of the Management Committee, Global Investment Committee, Real Estate Investment Committee, and is a member of the Risk Committee and Operating Committee.
This week, we speak with Andrew Slimmon , managing director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team. He began his career at Morgan Stanley in 1991 as an adviser in private wealth management, and later served as chief investment officer of the Morgan Stanley Trust Co.
This week, we speak with Vincent Aita, Founder and CIO of Cutter Capital Management. Prior to founding Cutter Capital in November 2022, Vincent spent time as a Senior Analyst for Millennium Partners and a PortfolioManager at Citadel. He also received a Ph.D. in molecular genetics from Columbia University.
Statman is a member of the advisory board of the Journal of PortfolioManagement, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”
Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfoliomanager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.
Snyderman, who joined Magnetar in 2005 shortly after its launch, was previously the head of global credit and a senior managing director at Citadel Investment Group, and he served as a member of the management, portfoliomanagement and investment/risk committees.
Previously, he worked as a PortfolioManager at Citadel Global Equities and as an Analyst at Millennium Management. They seek out the best and worst stocks in various sectors to run a long short portfolio. They seek out the best and worst stocks in various sectors to run a long short portfolio.
He manages the focused quality fund and its new Quality ETF, and is the portfoliomanager for quality strategies. Hancock is also portfoliomanager for GMO’s Quality Strategies, including the Quality Fund MF ( GQETX ); that fund manages >8$ billion dollars and over the past 20 years, has returned 13.6%
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. ” Previously, he worked as a PortfolioManager at Citadel Global Equities and as an Analyst at Millennium Management.
This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He previously worked for Pequot Capital Management, where he worked on distressed debt strategy.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee.
She wants Betterment to be the Millenial and Gen Z brand in wealth management the same way Schwab and Fidelity were to her parent’s generation. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.
This week, we speak with former hedge fund manager Dominique Mielle, author of 2021’s “ Damsel in Distressed: My Life in the Golden Age of Hedge Funds.” Mielle spent two decades as a partner and senior portfoliomanager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Andrew Slimmon , Managing Director at Morgan Stanley Investment Management , where he leads the Applied Equity Advisors team.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Tom Wagner, Co-PortfolioManager at Knighthead Capital.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Be sure to check out our Masters in Business next week with Tom Wagner, Co-PortfolioManager at Knighthead Capital.
” You can read general guidelines—and download detailed instructions —on the CFP Board’s website. Amy Jones, CFA, is a portfoliomanager. (CFP Board) is a company name or trade name, not a trademark, and therefore is not required to be displayed with the ® or symbols.”
?. The transcript from this week’s, MiB: Kenneth Tropin, Graham Capital Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. All of our earlier podcasts on your favorite pod hosts can be found here.
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