This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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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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Asset Champion Podcast | Physical Asset Management | Facility Management | Facilities Maintenance and Operations
Eptura™
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
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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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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Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.
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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
Frank Oliver
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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Due to rapid globalisation of commerce, financial markets are interconnected like never before. It’s hard to reliably time markets in any economic environment but actionable insights can unlock opportunities. At PGIM India, our focus has always been on the long-term trends that can help lead to unique and untapped investment opportunities. We provide access to active investment strategies in the pursuit of consistent performance and market expertise to meet our clients' needs. PGIM India off ...
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MAP provides expert Asset Management Services in Delhi, specializing in real estate investment and advisory solutions. From project advisory to marketing and sales execution, we offer innovative strategies to navigate the evolving property market. Focused on sustainable growth, we deliver customized solutions to help you achieve your financial goals. https://meridianassetspartners.com/
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Blue Alternative Asset Management is a privately held company in New York, NY which specializes in wealth management, financial advisor and operating business. For more info: https://gust.com/companies/blue-alternative-asset-management
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Asset Management & Investments is an excellent real estate investment firm that provides its clients with a wealth of opportunities. With their experienced team of professionals and extensive portfolio of residential, commercial, and investment properties located all over the country, Asset Management & Investments offers families and individuals a great selection when it comes to purchasing real estate.
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Künstliche Intelligenz (KI, engl.: Artificial Intelligence/AI) und Maschinelles Lernen verändern die Wirtschaft – auch das Asset Management. Was genau passiert jetzt deshalb in der Branche? Wie funktionieren diese neuen technologischen Anwendungen im Asset Management? Und welchen Nutzen bringen sie? Antworten auf solche Fragen bekommen Sie im Podcast „Künstliche Intelligenz im Asset Management. Einfach erklärt“. Kern einer jeden Folge ist ein wichtiger Begriff aus der KI-Welt. Dabei geht’s v ...
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Join RBC Global Asset Management's experts in candid conversations about their teams, strategies and insights on current economic and investment trends. RBC, GAM, RBC GAM, RBCGAM, podcast, invested, investing, investment, insights, personally, learn, perspectives
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What happens when revolutionary trading vehicles like ETFs meet transformative technologies like artificial intelligence and machine learning? Join Yasmin Dahya and Joe Staines, of J.P. Morgan Asset Management, and Tom Lydon, of ETF Trends, for a conversation about how ETFs are evolving to take advantage of new tools.
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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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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Ben D. Jones and Emily Larsen with BMO Global Asset Management
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice m ...
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We believe sharing insights from different sectors is crucial for our mission to accelerate the global transition to a sustainable energy ecosystem. In our series of podcasts, we cover many topics related to Strategic Asset Management, like ISO 55000, Digitalization, Resilience, Risk & Portfolio Management and much more. Experts from different parts of the world, and from different asset-intensive sectors, such as utilities, oil & gas, airports, nuclear power and food production plants, shar ...
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Forthlane Features: Conversations on Global Wealth and Asset Management
Forthlane Partners, Stories and Strategies
Forthlane Features is a podcast for individuals seeking insights into sophisticated global investment strategies. Through engaging interviews with experts in the wealth and asset management industry, the podcast provides listeners with access to the minds and institutions behind the world’s most sophisticated financial strategies. Forthlane Features is brought to you by Forthlane Partners. Forthlane Partners provides independent wealth and asset management services to ultra-high-net-worth cl ...
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Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identi ...
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Active Quant offers stable, systematic outperformance with predictable risk-return characteristics. But what’s really in it for you? In the second of this new series on Quant Investing we sit down with Jeroen Hagens, Client Portfolio Manager for Quant Equities at Robeco, to get the inside scoop.توسط Robeco
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Do you own any down-trending asset classes? Are you convinced that if…
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Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to maximize your retirement income. Here’s what we discuss in this episode: 0:00 – Intro 1…
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From a series of rate hikes in 2022-2023, global central banks have now started cutting interest rates. India’s central bank RBI has cut rates for the first time in 5 years. What lies ahead for investors? Ankit Jain chats with Puneet Pal, Head – Fixed Income – PGIM India Mutual Fund, on how investors should navigate their fixed income portfolio in …
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Ep. 147: “Consequential Questions” – AI Agents and the Promise of a Better Built Environment with Paul Doherty, IFMA Fellow, DFC Senior Fellow of The Digit Group, Inc.
23:49
Paul Doherty, IFMA Fellow, DFC Senior Fellow is an Award-winning Architect and President and CEO at The Digit Group, Inc. (TDG), a leading Smart Cities design, build, operate and solutions company, headquartered in Memphis, Tennessee. Mike Petrusky asks Paul to explain the practical applications and implications of AI in facilities and asset manage…
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Keeping it Simple | Ep. 45: Valentin Haddad — No Love For EMH
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1:01:36
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1:01:36UCLA Associate Professor Valentin Haddad joins Michael Green and Christopher Getter to discuss his work on passive investing. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are on…
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Do you own any down-trending asset classes? Are you convinced that if…
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In today’s show, Rebecca asks an important question about retirement planning: With four different investment accounts- her 401(k), IRA, Roth IRA, and individual account- she’s wondering which one she should withdraw from first when she retires next year and needs income. While many people default to withdrawing from their largest account, often th…
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Quant investing has been called a ‘black box,’ but is that really the case? In the first of this new series on Quant Investing we sit down with Harald Lohre, Director of Quant Research at Robeco, to break down this myth.توسط Robeco
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Could Trump’s new crypto policies crash the markets? The shop digs in…
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Could Trump’s new crypto policies crash the markets? The shop digs in…
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Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade. Here’s what we discuss in this episode: 0:00 – Intro 0:55 – Ignoring retirement planning 3:10 – Failing to utilize tax benefits 5:26 – Failing…
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Are You The Product or the Client? How Your Financial Advisor is Trading Your Money | Your Money Podcast – Episode 534
Are you Wall Street’s widget? Are you a player in the game, or are yo…
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Are You The Product or the Client? How Your Financial Advisor is Trading Your Money | Your Money Podcast – Episode 534
Are you Wall Street’s widget? Are you a player in the game, or are yo…
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In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy? While everyone’s situation is unique, Frank will share how h…
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Discussing the current state of the private credit landscape in Ireland.
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Discussing the current state of the private credit landscape in Luxembourg.
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Ep. 146: “Put Yourself First” – FM Leadership, Personal Growth and Inspiration for 2025 with David Suter of CBSI
22:29
David Suter, CCM, CFM is President at CBSI in San Diego where he is a servant leader in construction, facilities, and move management. Mike Petrusky asks David about his journey in the world of facilities and construction management, his leadership philosophy and the value of his connections in the IFMA community. David believes in emphasizing the …
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Equity markets are living through one of the most powerful momentum runs in decades, driven in large part by the continued dominance of US large-cap equities. But with valuations soaring, the question is: can the winners keep on winning, or will the momentum train soon lose steam?توسط Robeco
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What Is DEEPSEEK? How China’s New AI Tanked Tech Finance Markets | Your Money Podcast – Episode 533
Was Monday’s sell-off a one-day wonder? Or something worse? The shop …
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What Is DEEPSEEK? How China’s New AI Tanked Tech Finance Markets | Your Money Podcast – Episode 533
Was Monday’s sell-off a one-day wonder? Or something worse? The shop …
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With the New Year comes New Year’s resolutions. While exercising more or eating better are common goals for folks as they try and start fresh in January, having a financial reset is a common resolution as well. We've got some financial changes that'll help you out, and some new mindsets and mentalities that'll put you in the righ…
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Do you have a ‘guesser’ for your financial advice? Is your pie-chart …
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Do you have a ‘guesser’ for your financial advice? Is your pie-chart …
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A listener recently reached out, sharing that their house feels like a constant money pit. They're dealing with one repair after another, and the cost and effort are leaving them frustrated. They’ve asked Frank if he thinks it would be a bad idea to sell the house and rent while they figure out their next move. If you're in a similar boat and are w…
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Did 2024 rub you the wrong way? Danny digs into the reason some of yo…
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Did 2024 rub you the wrong way? Danny digs into the reason some of yo…
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Ep. 145: “Serving a Purpose” – Facilities Maintenance, Restoration and Training with Lisa Lavender of Lever360
20:01
Lisa Lavender is CEO at Lever360 where she is a passionate restoration professional, educator and trainer providing industry software tools and learning for job management and operational success. Mike Petrusky asks Lisa about connecting people to the purpose of their work in the facilities and restoration industry by inspiring them to create a cle…
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Are you saving for something big in the next few years, like a wedding or a down payment on a house? You might be wondering how to make your money work harder in the short term without taking on too much risk. In this video, Frank talks about products he calls “defined outcome investments,” which may offer higher yields than traditional CDs and bon…
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Keeping it Simple | Ep. 44: Cosmic Latte
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1:03:28Leland Miller joins Michael Green and Harley Bassman to discuss what the China Beige Book reveals about the investment universe. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are…
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Welcome to our latest podcast episode, where we delve into the world of strategic wealth building and financial planning with a focus on Asset Management Services in Delhi. Today, we explore how Meridian Asset Partners stands as a trusted partner for individuals and businesses aiming to maximize their financial potential. From expertly managing div…
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As you approach retirement, have you thought about how you’d like to spend your newfound free time? Maybe a part-time job or a side hustle is something that could appeal to you! Frank has been in this industry for a long time, so today he's going to share some of the most interesting side hustles he's seen some of his clients take on during retirem…
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It’s the beginning of a new year – a time when many of us make resolutions to improve our lives. But how often do we resolve to improve the way we feel about our finances? Today, we’re talking about spending with confidence, a surprising challenge for many retirees. Here’s what we discuss in this episode: 0:00 – Intro 1:29 – The struggle to spend i…
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If you’ve watched this show for a while, you likely heard it before: timing the market is not a sound financial strategy. But what about timing your 401(k) contributions? Could adjusting your contributions throughout the year give you an edge? In this video, Frank breaks down whether there’s any merit to this idea. While there typically isn’t a way…
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In this video, we tackle a listener's question about halting 401K contributions due to fears of a market crash around the election. Even though the anticipated crash didn’t happen, lingering concerns have kept them on the sidelines. Frank explains why trying to time the market isn’t a sound strategy and why it’s more important to focus on time IN t…
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Ep. 144: “Be Strategic” – A Systems Approach to Asset Management with Jonathan C. Thomas, PE, CEM, CRL of Building Maintenance Optimization Consultants, Inc.
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Jonathan C. Thomas, PE, CEM, CRL is President at Building Maintenance Optimization Consultants, Inc. (BMOC) where he is passionate about supporting FM organizations that manage portfolios of buildings for their full life cycles. Mike Petrusky asks Jon how organizations can use a systems approach that leads to better data-driven decision making in t…
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Ho Ho Ho! Texas Claus returns to the show on this special Holiday edi…
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Ho Ho Ho! Texas Claus returns to the show on this special Holiday edi…
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Keeping it Simple | Ep. 43: All the Wong Answers
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1:01:58Bloomberg Economics' Anna Wong has been nailing the data. Join Michael Green, CFA and Harley Bassman to discuss what she sees. For more information, https://www.simplify.us. Questions about the content discussed in this video? Please contact [email protected]. Simplify Asset Management Inc. is a Registered Investment Adviser. Advisory services are o…
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