This podcast is for professional investors only. Robeco Podcasts: offering engaging interviews on Sustainability, Factor Investing & trends.
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Your asset management source for ESG and sustainable investing, regulatory, operational, and valuation news and trends.
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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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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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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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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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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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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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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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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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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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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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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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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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Market volatility has a way of shaking confidence. It's easy to feel uncertain, but reacting without a plan could do more harm than the drop itself. In this special mailbag episode, Frank tackles timely listener questions about navigating today’s uncertain market. Here’s what we discuss in this episode: 🧭 Why “stay the course” only works if you hav…
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366: US tariffs, the Hong Kong dollar and UK inflation – Market Talk
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22:22
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22:22Ben Bennett, Head of Investment Strategy Asia, shares his thoughts on the rebound in risk assets following the preliminary US/China trade deal. Also up for discussion are the rapid repricing of the Hong Kong dollar and what April’s inflation surprise in the UK means for the path of interest rates. All data is sourced from LSEG as at 21 May 2025 unl…
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Ep. 152: “The Data to Prove It” – Telematics, Transportation Operations and Fleet Management with Mike Duffy of The University of Virginia
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20:55
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20:55Mike Duffy is Transportation Operations and Fleet Manager at The University of Virginia where he is passionate about improving UVA FM vehicles and equipment, implementing programs that steward funds while reducing environmental impacts. Mike Petrusky asks Mike to share about his career journey in fleet management, his achievements in the field, and…
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In this new episode portfolio manager Vania Sulman explains how the tracking error of an Active Quant approach is managed over the long term, and explains the process of overweights and underweights versus the benchmark. She also talks about how Active Quant differs from an enhanced-indexing approach.…
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Check-in with KPMG Americas Asset Management Leads
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38:37KPMG Asset Management leaders from the Americas along with KPMG Economics discuss the current economic landscape and future macro trends in the global economy, highlighting their impact on the asset management industry and providing insights for investors and other stakeholders to consider.
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365: Tomorrow and tomorrow and tomorrow – private markets in Q2 and beyond
20:43
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20:432025’s macro turbulence has been well documented; but is there opportunity among the uncertainty? As we approach the year’s halfway point, we look at what the economic environment means for private markets, looking at where we stand now and what may lie ahead in the medium term. We’re joined by Rob Martin, Head of Investment Strategy and Research f…
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When the market is volatile, it's easy to feel like you're the only one who's ever felt this anxious. But some of the greatest investors in history have lived through chaos, and they left behind wisdom that still applies today. In this episode, Frank turns to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to stay groun…
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When markets are shaky, it’s tempting to pull your money out and “wait for things to settle.” But what if that instinct could cost you in lost growth? In this episode, Frank shares compelling statistics on what happens when investors miss the best days in the market, and how a few wrong moves could potentially reduce your long-term returns. Here’s …
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364: What’s driving the recovery? Market Talk
24:08
24:08
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24:08Ben Bennett plots the path of interest rates in the US and UK, examines the factors driving the equity market rebound, and explains why possible tariffs on non-US films could have ramifications far beyond Hollywood. All data is sourced from LSEG as at 6 May 2025 unless otherwise stated. Taiwan dollar move source: Taiwan dollar's record rally is a t…
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Ep. 151: “You Should Feel Empowered” – Holistic Facility Solutions with Chief Facilities Officers at the 2025 Annual Conference for the Virginia Chapter of APPA
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28:28Mike Petrusky hosted a Chief Facilities Officer panel discussion at the 2025 Annual Conference for the Virginia Chapter of APPA where the theme was “Holistic Facility Solutions: Balancing Operational Efficiency with Health and Wellness Priorities”. The panelists were Ken Copeland, Vice President for Business Affairs and Finance at Hampden-Sydney Co…
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What happens when you make too much money to contribute to a Roth IRA? In today’s episode, we open the mailbag to answer a listener’s question about what tax-advantaged opportunities exist when a Roth isn’t on the table. Frank breaks down several smart alternatives that can still give you the tax-free growth you’re looking for, including backdoor R…
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363: Can factor strategies be decarbonised?
15:39
15:39
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15:39Following the publication of a major new research paper, Raj Shah, a Senior Quant and Factor Strategist within our Index Solutions team, delves into the question of whether factor portfolios can be decarbonised without losing their underlying risk and return characteristics. This podcast is hosted by Harry Brooks, European Content Manager. For prof…
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Investing is evolving fast, and next-gen signals are at the forefront of that evolution. But what arethey? In the sixth episode of this new series on quant investing, Iman Honarvar Gheysary returns to unpack these developments for us.Robeco
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Trump 2.0 is all about ‘shock and awe’
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34:42The first 100 days of Donald Trump’s return to the White House have been marked by sweeping change: executive actions, heightened trade tensions, and growing uncertainty seem to be the new normal. In this episode, we evaluate how these early policy moves by the new US administration are reshaping the global economic landscape, and what it all means…
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Some investors like to do it alone, but is that the wisest path as retirement approaches? In this episode, Frank answers a listener’s question about whether DIY investing makes sense later in life. Sam has managed his own portfolio without an advisor or broker for years. But now he’s wondering if that approach holds up as the financial landscape ge…
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362: Where next for US assets? Market Talk
20:50
20:50
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20:50In another week of volatility for US assets, Ben Bennett dissects the market reaction to frictions with the Fed, considers the path of the dollar, and shares his verdict on whether the era of American exceptionalism is at an end. All data is sourced from LSEG as at 21 April 2025 unless otherwise stated. For professional investors only. Capital at r…
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361: The art of the deal? US credit in 2025
40:48
40:48
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40:48At the beginning of the year, a narrative of US exceptionalism was the consensus among many market participants. However, significant policy uncertainty emanating from the Trump administration has driven a significant rotation away from US risk assets and sent shockwaves around the global economy. What can investors conclude from the turbulence of …
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Are HSAs good tax-advantaged accounts? Can you really accumulate funds over the years and use it tax-free in retirement? This is what listener Beth is wondering. She maxes out her HSA every year without touching it. We’ll discuss whether this strategy could be a smart move or if there are potential pitfalls to consider. Here’s what we discuss in th…
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Market Flash: The bond market can intimidate everyone
12:33
12:33
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12:33‘In times of turmoil you see where the crowded trades are’, says strategist Martin van Vliet. He explains what happened on the bond market that made Trump blink, and discusses where safe havens can be found when US Treasuries crumble.Robeco
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AI is everywhere – but what does it actually mean for quant investing? In the fifth episode of this new series on quant investing, we speak with Iman Honarvar, Senior Quant Researcher at Robeco, who shares how AI is used today. From scalable infrastructure to real-world applications, Iman reveals how Robeco has built a foundation to make AI truly w…
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Ep. 150: “Understand What Could Be” – Facilities Management Innovation and Optimization with Darrell Rounds FMA, C.E.M. of Stellantis
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18:39Darrell Rounds FMA, C.E.M. is Director of Facilities Management for North America Manufacturing Operations at Stellantis where he is passionate about leveraging global cross functional collaboration, lean implementation, project management, problem solving, and data analysis. Mike Petrusky asks Darrell to share about his current role and perspectiv…
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Market Flash – Sell the rally or buy the dip?
11:37
11:37
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11:37President Trump blinked and markets worldwide rally. Is this an opportunity to take risk off the table or are we back in ‘risk on territory’? China faces even higher tariffs, while the historically rock-solid safe-haven status of the US dollar starts to show some cracks.Robeco
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Tax Breaks for 2025: Don’t Leave Money on the Table!
13:01
13:01
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13:01Tax season is here and it’s the perfect time to start planning for 2025 and beyond. In this episode, Frank dives into the key tax changes for 2025 that could impact your retirement strategy. From increased 401(k) contribution limits to standard deduction increases, Frank breaks down actionable strategies that could help maximize your tax savings th…
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Private Credit Perspectives - Germany
12:19
12:19
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12:19Listen to Patrick Brooks, Julius Groten and Marco Muth discuss the current state of the private credit landscape in Germany.
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Private Credit Perspectives - United Kingdom
16:57
16:57
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16:57Listen to Scott Woods, Michael Bolan and Simon Hart discuss the current state of the private credit landscape in the United Kingdom.
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Market Flash: Is this a market spasm or a game-changer?
10:24
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10:24In this episode we cover five of the key questions clients have dropped with us over the past few days when Trump’s tariffs wreaked havoc on financial markets.Robeco
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Market Flash – ‘Bloodbath’ is the appropriate word
12:49
12:49
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12:49This week’s paradox: ‘we’re witnessing a very significant market event on something that we all saw coming’, says Joshua Crabb, portfolio manager based in Hongkong.Robeco
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Market Flash – It’s too early yet to add risk
11:45
11:45
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11:45You see indiscriminative selling happening now among hedge funds. First they sell what they could, now they sell whatever they can.Robeco
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