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ITPM Podcast

Institute of Trading and Portfolio Management (ITPM)

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The Institute of Trading and Portfolio Management (ITPM) provides industry-leading financial education. Listeners will have access to some of the best minds in the Investment Management industry talking through current and relevant ideas in the financial markets. Expect to expand your investment knowledge and improve your trading performance.
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A short informal podcast on the management of projects, project management and how you and your company can manage projects better, leadership and how business, business management and projects can integrate to get better value for your business from your projects …… while walking the dog. It’s here to help, hopefully entertain but not to tell you how to do your job, just give you the ideas, thoughts, tips. For more details or help with your projects and management of project get in touch, s ...
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Barenaked Money

Verecan Capital Management Inc.

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Slip into something more comfortable and delve into personal finance with Josh Sheluk and Colin White, experienced portfolio managers at Verecan Capital Management. Each episode demystifies complex financial topics, stripping them to their bare essentials. From investment strategies and financial planning to economic headlines and philanthropic giving, delivered with a blend of insight, transparency, and a touch of humour. Perfect for anyone looking to understand and navigate their financial ...
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Welcome to the Modern Stock and Options Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you how to trade with an edge in today's markets. To powerfully BOOST your portfolio and manage the downside risk.
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Hedgeye Podcasts

Hedgeye Risk Management

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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as s ...
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First Trust ROI Podcast

First Trust Portfolios

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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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Why Invest?

Waverton Investment Management

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In this award winning podcast, a team of hosts from Waverton are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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Wealth Management Invest

WealthManagment Invest

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Welcome to the Wealth Management Invest Podcast. David Bodamer delves into the strategic insights of financial advisors and Chief Investment Officers (CIOs) from leading RIAs, including the increasing adoption of alternative investments to enhance the conventional 60/40 portfolio. Episodes showcase engaging discussions with top asset managers, shedding light on the ever-evolving landscape of private investment offerings, cutting-edge technology, and the latest developments in traditional ETF ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Hi, I'm Jon, and this is a series of short articles called "Tales from a Portfolio Manager". I help people in corporates plan technology across teams. so you could be someone with a portfolio - of clients, projects, services or a backlog of features and you have to manage them across a wide variety of teams to achieve any number of goals. I have been doing these roles for over 20 years for many corporates and I have a few tales to tell. The best thing I can do for you is to encapsulate that ...
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Bond Investment Mentor®

Chris Nelson, CFA

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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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MoneyWise

Hampton

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This is MoneyWise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits. Who is Sam Parr? Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world ...
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Fit Finance Sessions

Efficient Portfolio

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Does money confuse you? If so, you're not alone! Our expert team at Chartered Financial Planning firm, Efficient Portfolio, have decided to come together to solve this problem and help answer some of your questions.From the impact of politics, through to the inside tricks of the trade, we host a monthly podcast where you can find out more about how to positively impact your finances, better achieve your goals, and reduce the stress and confusion surrounding your wealth.
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MD Market Watch Podcast

MD Financial Management

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Join MD's Multi-Asset Management team as they examine investment strategies, current events, and macroeconomic trends. MD Financial Management aims to help Canadian physicians and their families achieve financial well-being.
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Multifamily Real Estate Investing

Presented by Mara Poling

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Learn the keys to multifamily real estate investing success from our veteran asset managers and real estate experts. Join Pat each week and learn how to earn cash income and create wealth with a secure, stable multifamily real estate investment. Don’t forget to catch up on past seasons of Multifamily Real Estate Investing presented by Mara Poling. Check out The Learning Center at MaraPoling.com to register for live webinars taking a deeper dive into all these great subjects.
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The 4PM Podcast

Mounir Ajam

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Transforming 4PM through: Integration to Deliver Value! The 4PM Podcast is the newest platform in the UrukPM Outreach Trio. The outreach trio includes the Applied Project Management YouTube Channel, the Applied Project Management Blog Site, and the 4PM Podcast. We will use these three platforms in an integrated way to provide maximum flexibility and benefits to our community. In these podcast episodes, we will discuss various topics related to 4PM. In this context, 4PM refers to project, pro ...
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The Gordon Asset Management Podcast

Gordon Asset Management, LLC

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Stay up to date with important stories on the economy & markets. Podcast guests include prominent asset managers, entrepreneurs, and thought leaders in asset management and economics. Please visit WealthQB.com for more information about our firm and other important disclosures. Disclosures: Gordon Asset Management, LLC is a registered investment adviser. Information presented in this podcast is for educational & entertainment purposes only and does not intend to make an offer or solicitation ...
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Project Management Paradise

Project Management Paradise

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Delivering real project management insights from experts and industry leaders from around the world. The podcast is sponsored by Cora Systems providers of enterprise project and portfolio management solutions and services to government agencies and large-scale global organizations. To see how Cora can help your organization visit corasystems.com
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If Product Management and girl talk had a podcast baby, it would be named productmanagHER. After over a decade in Product Management and five years as a Product Management Instructor, your host - Blair Presley - is a full-time Product Management Career Coach who helps professionals to leverage their existing skills into new Product careers. Listen in to learn the secrets of the trade and the experiences of other women in Product to help you navigate your pivot into tech. If you're an existin ...
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In fast-paced innovative industries, intellectual property decision makers face the challenge of balancing new patent initiatives with budgeting concerns and cost savings, while maintaining the company's key competitive advantages. When planned properly, the optimal balance will reflect in the intellectual property strategy from choosing which new technologies to patent, to leveraging patent assets in the existing portfolio. Join this complimentary Today’s General Counsel webinar to learn ho ...
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Advisor Success Series

Freedom Investment Management, Inc.

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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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Axel Ragnarsson speaks with successful real estate investors and dissects how they started, built, and scaled their businesses. In each episode, listeners can expect tactical and actionable information to help grow their business and real estate portfolio.
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Luke Smith is The Strategy Stacker. He's an experienced financial planner and each Friday afternoon talks about money with Leon Delaney on 2CC Talking Canberra. Luke's down to earth approach breaks down financial planning strategies into everyday language and he talks about how to put money ideas together. Luke's goal is to help Australians make smarter money decisions through education.
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SmarterMarkets™

Abaxx Technologies Inc.

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SmarterMarkets™ brings you the entrepreneurs, icons, and executives of commodities, capital markets, and technology to rant on the inadequacies of our systems and riff on ideas for how to improve them. Our weekly episodes explore how technology can be leveraged to redesign and improve markets to meet society’s biggest challenges, including climate change and the energy transition.
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Money News

Money News

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Join Deborah Knight for Money News, the most respected business program on radio. If you crave the latest insights into super & small business, interest rates & investment, and economics & e-commerce, then the team at Money News has everything you need to know. Add your voice to the conversation Monday to Thursday 7pm to 8pm by calling 131 873, texting 0460 873 873, or emailing moneynews@2gb.com
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. @stacyhavener // www.billiondollarbackstory.com/
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Retire While You Work®

Adams Wealth Partners

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Adams Wealth Partners are financial advisors located in Nashville, TN. Helping clients to "Retire While You Work®". Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Adams Wealth Partners is not a broker/dealer. Content represents the opinions of the speaker & not necessarily those of Raymond James. Important Disclosure Info: http://raymondjames.com/smicd.htm. The rating isn’t intended to be an endorsement or any way indicative of the advisors abilities to ...
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Dive into the world of property management operations, where the resident experience is the cornerstone of success. Join us on a journey through the multifamily industry, as we sound off on current trends and interview top industry professionals. You’ll gain invaluable insights to grow your business and propel your career. With every episode, discover what’s hot - or what’s not - in multifamily operations and how you can elevate resident experiences portfolio-wide. And we want to hear from y ...
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The Advisors Option

The Options Insider Radio Network

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Simple diversification is no longer enough to shield the assets under your management. Registered investment advisors, financial planners and asset managers need a new weapon in their war on risk. Welcome to The Advisors Option - the only program designed to arm busy advisors with the information necessary to properly manage risk in this volatile environment. From options education, trading strategies and tips to options industry news and interviews with leading advisors, you will find it al ...
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BlockHash

BlockHash LLC

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Welcome to the most electrifying technology podcast on the planet! Buckle up as we dive headfirst into the thrilling world of Blockchain, Bitcoin, Crypto, DeFi, Web3, Artificial Intelligence, IoT, and the Metaverse. We've got the hottest tech startups, the coolest CEOs, the most innovative founders, the most influential influencers and the savviest investors, all sharing their wisdom with us every single week. So buckle up and join your host Brandon Zemp for a technology deep-dive. Ready to ...
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Executive Breakthroughs Podcast is where high-performing executives, managers, entrepreneurs, and rising stars, just like you, come to learn from their business heroes on how to make your unique mark on the world, maximize leadership and performance, create a culture of rockstar talent (i.e. be an expert team builder), gain insights on the future of work, and more. HINT: It takes more than bean bag chairs, a waffle bar, and all those perks on “Silicon Valley.” We’ll talk visionary leadership ...
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David Bodamer of WealthManagement.com sits down with Mike Scarsciotti, SVP and Head of Investment Specialists at Fidelity Investments, to discuss the changing dynamics of portfolio construction. Fidelity draws insights from analyzing 12,000 portfolios. Their conversation covers significant trends, including the growing popularity of ETFs, the resur…
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In this episode of the Multifamily Wealth Podcast, we sit down with Sean LeBlanc, the founder of Mammoth Properties, a vertically integrated multifamily real estate company based in Southern New Hampshire. Sean shares his inspiring journey from being a mortgage broker to becoming a successful multifamily real estate investor. We dive deep into his …
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Citywire’s 2024 Alpha Female Report was launched on Monday and revealed a somewhat encouraging stride in gender diversity within the asset management industry, with women now occupying 12.5% of portfolio management roles globally, up from 12.1% last year. The survey also showed, only about 12%, or 22 out of the 190 rated managers with funds domicil…
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Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund. Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the to…
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For episode 420, Co-founder & CEO Jesse Beller joins Brandon Zemp to talk about Terrace, an all-in-one trading terminal and portfolio management system built for everyone.Terrace is a regulatory-compliant infrastructure layer and terminal that enables institutions to access Digital Assets. Terrace offers access to a security-verified selection of c…
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In this episode of Take the Leap Management, we explore Project Portfolio Alignment and how it ensures that every project supports an organization’s strategic goals. We discuss key methods from PMI’s portfolio management theories, including strategic mapping, scoring models, and resource alignment, along with practical examples of how organizations…
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For episode 424, initial contributor Brendon Sedo joins Brandon Zemp to uncover the future of BitcoinFi and building smart contracts on top of Bitcoin’s network through Core DAO.Brendon Sedo, a serial entrepreneur and Bitcoin enthusiast, is known for his founding role at Joist and as a CEO who led the company to process over 1 billion in constructi…
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Can success create a false sense of invincibility? For Pete, it did—and it cost him millions. After selling his business for $80 million, Pete felt unstoppable. But his overconfidence led him into a risky venture that didn’t pay off. Determined to prove he wasn’t a one-hit wonder, Pete ignored the warnings, thinking his past success guaranteed futu…
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Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 27 September 2024. Leon’s out of the studio this week so Luke is joined by Nicole Overall to talk about negative gearing. House prices and negative gearing have been making lots of headlines as the Federal Government talks about changing the…
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In this week’s episode, I sat down with Andrew Jeffery, a seasoned real estate investor with over 15 years of experience across multiple asset types and markets. Andrew shared his unique perspective on the current real estate landscape, drawing parallels to his firsthand experience working on a subprime mortgage-backed securities desk during the 20…
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You've built a successful investment portfolio. Equities, fixed income, commodities and a modest real estate portfolio.....and I'm done with the real estate. Too much work at this time in my life....so, how do I get out? Join Pat for a look at three potential paths to take when the time comes to step away from active management.…
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Send us a text Series 4 is all about costs control and budget busting ......... ideas, thoughts, techniques and things you could do, to make you projects financially successful. Both as a user/client and supplier/producer. In this episode I look at how you can control hours spent on a project. Extra time spent has the double trouble effect of costi…
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Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis. ----------------------------------------------------------------------------------------------------------------- Website: First Trust Portfolios Connect with us on LinkedIn: First Trust Linke…
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In today’s episode, we delve into a topic that might not be the most exciting but is crucial for every one of us — the importance of having a will, as well as the challenges of obtaining a valid one. The Covid-19 pandemic certainly made many people rethink their priorities, revealing just how important it is to have their affairs in order. But as i…
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Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture…
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The government hauls in a surplus of $15.8 billion; productivity not heading in the right direction; the share market hits another high as iron ore prices jump; geopolitical & other risks threatening business; Nike sales drop off in Australia; examining relationships & money; super funds offer digital advice options; and Adam Dawes joins us for the…
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In this episode, Ricardo discusses the volatility of AI projects. He explains that AI projects face volatility due to rapid technological advancements, constant changes in API connections, and their experimental nature. Regulatory and ethical considerations evolve daily, creating uncertainty about legal and public perceptions. Talent shortages comp…
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Ever wondered how to transform your PMO into a strategic powerhouse? Join us for an enlightening conversation with Laura Barnard, a trailblazer in integrating PMOs and project management with organisational strategy. Laura shares her extensive experience working with industry giants like JP Morgan, LinkedIn, IBM, and Amazon. Reflecting on the evolu…
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This week: Australia's interest rates stay on hold, with the Reserve Bank showing no sign of changing direction; headline inflation drops to 2.7% but is masked by government energy rebates; reflections on how the pandemic was handled economically; the Albanese government runs negative gearing & capital gains changes up the flagpole; and Ben Willee …
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Our Markets in Transition series continues this week with Andy Home, Senior Metals Columnist at Thomson Reuters. David Greely sits down with Andy to discuss the many transitions happening in the metals markets today, as well as the big issues that the metals industry needs to be talking about if we're to meet these challenges as we head into London…
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10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking and some simple financial strategies (see article at the link below). Topics covered include Designi…
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Children are heading back to the classroom for yet another school year. What better time than now toreinforce our portfolios with lessons learned from our early childhood?This month, our Co-Chief Investment Strategists Kevin Headland and Macan Nia address economicconcerns, equities and fixed income developments, and the art of managing volatility—a…
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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In this episode, Anthony Iser discusses the uncertain future of the markets, presenting two potential outcomes: a soft landing with stable markets, low unemployment, and solid earnings, or a hard landing leading to a recession, high unemployment,…
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There are clear trends abroad, especially in the US where firms like Blackrock and Vanguard have built up industry-leading pools of assets under management by being first movers in a range of passive investment products and exchange traded funds (ETFs), including actively managed ETFs. The local asset management industry looks very different with l…
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Attention Multifamily Investors: Don't let your email inbox control your business! In this episode of the Multifamily Wealth Podcast, we're sharing three tactical and actionable tips to help you better manage your email inbox. Whether you're managing your own properties, working with a property management company, or coordinating with multiple serv…
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For episode 423, Co-founder Benjamin Brandall explains what Decent Land is and they are building tools to unify and liberate your on-chain data.Decent Land believes in radical composability for web3. The future is multichain but a multitude of walled gardens is no improvement to the web2 models we're trying to escape. The ultimate outcome for the n…
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Negative gearing & capital gains tax changes dominate political discussion; Star Entertainment posts a $1.7 billion loss in a challenging year; Weet-bix & Vita Brits could find themselves under the same umbrella; footy finals make a huge difference towards the bottom line of media networks; more Australians getting extra jobs to build their wealth;…
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Star Entertainment has got its lifeline, but with losses of $1.7 billion in the last year, is it too little too late? MARKET WRAP: ASX200: up 0.95%, 8,203 GOLD: $2,693 US/oz BITCOIN: $93,043 AUD Sliding late in the day was the Energy sector, which dropped 1.1% as the price of Brent Crude plunged in late trading. Woodside closing down 2.7% to $24.70…
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Headline inflation drops to 2.7%, but is it a mirage?; the government runs changes to negative gearing & capital gains tax up the flagpole; Star Entertainment secures funding; Macquarie given $5 million fine by ASIC; concerns over financing for senior Australians; a rise of Bitcoin ATMs; and Josh Gilbert joins us for the Market Wrap. Host: Deborah …
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Inflation figures might have said that we’re closer to rate cuts than ever, but the market did not enjoy the news today. MARKET WRAP: ASX200: down 0.19%, 8,126 GOLD: $2,680 US/oz BITCOIN: $92,780 AUD Iron ore futures shot up to as much as $US 99 a tonne in Singapore, and that helped gains of 3.8% for BHP, 4.7% for Fortescue, and 3.8% for Rio Tinto.…
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As co-founder and CEO of Arch, Ryan Eisenman is on a mission to take the hassle out of investment operations. Arch is a $100B tech platform that replaces the spreadsheets, manual labor, and outdated systems of old. In this episode, Ryan and Stacy discuss: Ryan’s backstory: How the strategy behind his grandfather’s variety store inspired his entrepr…
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In this episode of the BISA Portfolio Podcast series “DE&I Voices,” guest host Logan Hickman of Nationwide interviews Jim Nickens of InSource, Inc. and Heather Hepburn of Webster Bank. All are members of the BISA Diversity, Equity & Inclusion Committee, a group that inspires member firms to develop an inclusive working environment to improve busine…
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